The information provided below is based on our experience with assisting shareholder seeking to deposit shares with their brokerage firm and may have changed since this article was written. The information provided here is by no means intended to represent policy or procedure for any custodian or brokerage firm specified.
IMPORTANT: West Coast Stock Transfer, Inc. cannot initiate electronic transfers into a brokerage firm. We can only act on requests made from brokerage firms. All transfers from a transfer agent into a brokerage account must be initiated by the receiving brokerage firm.
E*Trade has an account transfer form that you can complete online. The information about your account and security with West Coast Stock Transfer may be found on your Statement of Account. The online process with Etrade will ask “Where are you transferring the shares from?” Here are few of the responses for that screen.
Name of Financial Institution: West Coast Stock Transfer, Inc.
Type of Financial Institution: Transfer Agent
Type of Outside Account: Example - Individual [may vary based on your specific account]
Address and Phone Number for transfer form.
West Coast Stock Transfer, Inc.
721 N. Vulcan Ave. Ste. 106
Encinitas CA 92024
(619) 664-4780
Link to .pdf for Etrade