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Securities Transfers Overview

Transferring securities can be a complex process , which includes special rules and procedures not required when transferring other kinds of property.

 

Our website provides an overview of different types of securities transfers.  Our website also provides directions and instruction on how to transfer securities.

 

Please note: CIBC Mellon’s website does not deal with transfers of securities held by a broker or other financial services company in their name or a nominee name. To transfer those securities, you need to contact the company holding the securities.

 

Quick links to instructions to transfer securities

 

Investor Assistance
What is a securities transfer? How can I tell who the transfer agent is? What do I have to do to transfer securities? Why is it complicated to transfer securities? What types of transfers are covered on this website? What if the securities certificate is lost, stolen or destroyed? Can CIBC Mellon  sell my securities?
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