Help Articles

Answers to common questions about your account, transferring shares, and working with West Coast Stock Transfer.

Signing in to your account and voting your proxy.

Shareholder Login FYI ›What you need to sign in to the shareholder portal for the first time.
Shareholder Login ›View your current holdings online.
Issuer Login ›Secure portal for issuer clients.
Internet Proxy Voting Instructions ›How to view meeting materials and vote your proxy online.

Account registrations and other common questions.

Shareholders FAQ’s ›Answers to frequently asked shareholder questions.
Individual Registrations FAQ ›Requirements for accounts held by individuals.
Custodial Registrations FAQ ›Requirements for custodial, trust, and estate accounts.
Escheatment ›Unclaimed property and keeping your account active.

Moving, re-registering, or replacing your shares.

Stock Transfer Instructions ›What to send us to transfer shares.
Stock Transfers ›How transfers work and working with your broker.
Direct Registration System (DRS) ›Holding shares in book-entry form and moving them to a brokerage account.
Restriction Removal ›Removing a restrictive legend from your shares.
Medallion Signature Guarantees ›When a medallion guarantee is required and where to get one.
Lost Stock Certificates ›Reporting and replacing a lost, stolen, or destroyed certificate.
Shareholder Forms ›Downloadable forms for shareholder requests.

Resources for the companies we serve.

Issuer FAQ’s ›Frequently asked questions from issuer clients.
Issuer Forms ›Forms for issuer requests.
DTC Eligibility & DWAC FAST ›Becoming DTC eligible and using DWAC.
Corporate Actions ›Splits, dividends, name changes, and other corporate actions.
EDGAR Filing Codes FAQs ›Getting and managing your EDGAR access codes.
Form ID FAQs and Tips ›Applying for EDGAR access with Form ID.

Our team is happy to answer your questions. Call (619) 664-4780 or email cs@wcsti.com.