Shareholder Services
Shareholder Services
9 articles
Dealmaker Shareholder Services
Understanding DRS (Direct Registration System)
Where can I find my book-entry statements?
How can I transfer my securities?
How do I update my name in the book entry statements?
What documents can I upload to verify a Trust is an accredited investor?
DealMaker Shareholder Services: Common Investor FAQs
How do I move my shares to my brokerage account with the Direct Registration System (DRS)?
How can I transfer shares to my brokerage account under my name?