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What Is a Medallion Signature Guarantee?
It confirms your identity, signature and legal authority to transfer securities.
Common reasons for needing a medallion signature guarantee
- Moving securities to a new account (for example transferring a 401(k) after switching jobs)
- Giving securities as a gift (such as transferring shares of stock to a child or donating them to a nonprofit)
- The owner of the securities has died and ownership needs to transfer to a court-appointed representative
We provide medallion services for a small nominal charge of $10 per document.
A medallion signature guarantee must be completed in person because it confirms your identity, signature and legal authority to transfer securities. In order to protect your assets, certain documentation is required to approve medallion requests.
Contact us by phone at 800.828.2318, website contact form, or Live Chat for specific documents you will be required to bring with you before we will provide a medallion signature.
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