Special Note for Executor of Estates

UPDATE COST BASIS FOR TRANSFERRED SECURITIES

The cost basis information associated with transferred positions (e.g., acquisition date and price) will not be automatically provided from the delivering institution for assets sent via Free of Payment of Global Securities. Client will have to update the cost basis in Client Portal if required. Please reach out to the delivering institution in case confirmation of cost basis for the transferred positions is required. If the cost basis is not updated, then positions will be assigned with default cost basis values where the acquisition date is set to the date of transfer and the cost to the closing price of the security on the date of transfer…

VIEW MESSAGE CENTER

A confirmation message is generated when a deposit is processed to confirm the availability date of funds. You can access your messages in Client Portal.  You may also monitor/view the status of your deposit notification/request via the Transaction Status and History screen within Client Portal…

SEND TICKET TO CLIENT SERVICES

You can request a physical gold delivery of US Spot Gold (symbol USGOLD) via a ticket in the Client Portal Message Center. Login to Client Portal and click the…

SEND TICKET TO CLIENT SERVICES

To request a Special Purpose Acquisition Company (SPAC) unit separation, please submit a ticket in Client Portal via the User menu (head and shoulders icon in the top right corner) followed by…