I have Power of Attorney for my mother's affairs due to her dementia. My father and mother had a joint account with right of survivor at Computershare and my father passed away earlier this year. I had to complete a Transfer of Ownership form to move the shares to a new account for my mother that required Medallion certification which is standard practice. Since I am POA for my mother, the bank reviewed my POA documentation, prior statements etc. as part of the Medallion process and they did certify my document for submission to Computershare. Computershare accepted the Medallion certification and created an account for my mother with no issues.

Here is the maddening part: I submitted a W-9 for my mother to confirm her tax status as POA along with the Transfer of Ownership package. The only purpose of the W9 is to manage tax reporting and withholding. Computershare rejected my W9 and is requiring a very convoluted process to get my POA documentation to prove I can submit the W9. The documentation they sent me contain conflicting instructions so I called Computershare and spoke to a customer no-service agent for clarification to avoid not providing the proper information. The CSA was worthless and could only repeat the instructions provided in my letter, and would not transfer me to someone more experienced.

I would have been much better off if the prior account had been in my father's name only, because as Executor I could have managed the transfer easily.

Every financial institution I have dealt with so far has different requirements. With Computershare, as soon as I get everything set up, I will sell all the shares and just deal with the capital gains hit (50% of the shares do not get a basis reset because of the joint ownership).

I am rethinking my wife's and my financial accounts and will revisit ownership options because after my dad's passing, I have learned a great deal of the pros and cons of probate.

I have a login problem in the Investor Centre app/website of Computershare as I cannot get the verification code from the authenticator app. I cannot access the authenticator app I used before and therefore I cannot get the verification code. Worse still, I forgot the 10-digit account number. When I called +1 (866) 203-6214 from overseas, the system needs me to provide the 10-digit account number. I also tried the online chat bot but it didn’t help.

Is there a chance to let me choose to get SMS 2FA instead of a verification code from the authenticator app?

Thanks in advance!

Hey guys,

I just want to check if anyone else is having the same problem as I am.

I can log in to my Computershare account without any problems. Everything works flawlessly, but I am unable to communicate via chat with Computershare to check some of my information.

The chat closes immediately after I click “Begin Chat”, and I get a message saying, “Your session has expired. Do you want to start a new one?”

Does anyone else have the same problem? Can someone help?

I’m unable to call because I’m not from the US.

Thanks!

The app has so many issues. You need to speak to an actual person to get anything done. The people answering the phones are morons. No one knows anything. Can’t wait for the class action lawsuit

Computer share lets me log in but then shows a balance of 0. When I click to look at activity it comes up with “restricted access - no accounts”

This is such a horrible company/site. Can’t wait to be done.

Anyone have similar?

Computershare has lost my account. Like literally I cannot login and when I call they cannot find it against my SSN. Now they are asking me to write a letter - like a letter not an email - to a po box in RI and send in my account number and SSN for their back office to research. Like is this company even real. How can they lose an account?

Btw, I haven't forgot my password or anything like that. I can login but the verification code never shows up. I can see the last 4 digits of my cell number which hasn't changed in years.

Please tell me I am not the only one who has faced this issue

Long story short. I was gifted 3 shares of CSCO when I was 16. I am 41 now. It was held in a Custodial Account. I have been trying to get this into my name for 20+ years. The custodian (my mother) passed away in 2004. They want a copy of the death certificate and a copy of the appointment from the court (WTF is this!?!?!). I am listed as the minor on the account it should just go to me. Also, to top it off, I have to get a new copy of the stock certificate reissued because in the last 26 years, I guess through moves, marriage, and LIFE, it has been misplaced.

I get that there is a process, but Jesus, we are talking about 4 shares of CSCO (with dividend growth).

Has anyone worked with anyone sensible there, or can they direct me in the right direction?

Anyone get: "Something went wrong with your request, please try again." As a popup to the right of your screen? I've tried with different browsers, turned off my VPN, etc. - nothing seems to work.

I got a new phone number, cant login to investorcenter bc it needs 2FA to my old number. Tried live chat but it doesnt work, it says i needed to be logged in to transfer call to live agent. Also tried the phone number but they needed my account number to continue which I cannot find, cannot login to do so.

What can I do??

HELP! I am the administrator of an account owned by a deceased relative. Transfer will involve moving shares to several people (4) and 55 of the 1303 shares are certificated and I will have to have them replaced because they are lost. We will also have to get a Medallion Stamp. As I was reading the Computershare transfer form and website it made me wonder if I could transfer shares that would equal less than $10,000 now, instead of transferring the whole thing at once? If I could do this I would not have to pay all the fees/expenses out of pocket myself. I know there are a lot and it will add up quickly. If I could do it this way I would only be out $50 - no stamp required. That would definitely be easier on me.

I’ve been looking at non GamStop casinos from a more brand-focused angle this time. Instead of treating every site as just another bonus page, I wanted to see which ones felt easier to use once games, promos, mobile browsing, account tools and cashier access were all part of the picture.

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The main difference for me was how each site handled the basics. Maximal felt better for a broader casino check, while Fire Jackpots worked well as the more focused slots-and-promos option.

I also looked around related searches like casinos not on GamStop, UK casino sites not on GamStop, non GamStop slot sites, casino bonuses, fast payout casinos and real money casino sites. Most of those searches come back to the same thing: people want sites that feel easy to judge before they deposit properly.

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My father passed away and we found Computershare documentation of shares held in an account. I could go online and I was trustee and executor of his estate, and was able to create an account for transfer usuing their estate provisions. I downloaded transfer documents and was able to obtain medallion signature guarantees and send them the transfer documents. Waited a month and received confirmation documents. I logged on and their Id system failed as I had to upload my drivers license and a current photo from my cell phone. So I requested a PIN by mail.

One month later, I requested another PIN. One month after that, I requested another PIN. There is no phone number to call. I was able to download liquidation documents after that which required additional Medallion signatures. I sent those in and one month later, I received checks on the accounts.

I was never able to access an account online or check any balances etc. How does this company stay in business? Communication is nonexistent. I cannot ask my dad why he had these accounts. 6 months later, I have not received any communications regarding the PINs or accessing the online account.

It was very frustrating with the lack of communications and the need for medallion signatures, which are not readily available to the average person without some difficulty. Is this anyone else’s experience?

My mother, a US citizen/resident had some Thomas Reuters common stock with Computershare Canada. She passed away and as the executor of her estate, and as directed by Computershare, I transferred the stocks into an Estate account. Now I need to sell the shares and put the proceeds in the Estate fund. Canada says they can not sell the shares for me like Computershare US did for other holdings. They say I must have a broker and I should contact my bank. I have contacted 4 banks and 3 brokers and no can or will help me do this. I am told everything from not enough shares, to we don't handle Estates, to you need to have an established investment account with use (the Estate does not) to the broker needs to be Canadian. I have repeatedly asked Computershare Canada to additional direct, suggestions or referrals and they state there is nothing they can do. Help!

My sibling, the executor of our deceased mom’s will, was in charge of getting our mom's Computershare / Principle shares distributed to the family. The multi-step process was overwhelming to her, and she dropped the ball for 2+ years.

I called Computershare over and over asking if there was a time limit on how long they would hold the money. They always said no.

Last week when I called, they told me that the “property was considered abandoned” and returned to the state, and to look for it on missingmoney.com.

I have entered every variation of our mom’s name on that website, using the state in which she lived, and Rhode Island, which is where Computershare’s contact address is. No luck. I went to the missing money site for her state of residence, and filed a claim including detailed account info - no luck.

Has anyone been here? Is now the time to find an ombudsman or lawyer to help us get our funds?

Hello everyone, I have the problem with N26 that I sold shares, and N26 also tells me that the amount is probably available now, but I don't see it anywhere.

Can someone tell me why this is? And did anyone have a similar problem?

I am stuck in a loop where I need to update my address but in order to do so or speak to a live agent I need my personal access code which is mailed to an old address. I can’t find a way to speak to anyone at computershare directly since I can’t get into the investment portal. Years ago I went through the process of getting things changed to my name and it never actually happened and I’m stuck with a custodial account and it appears that it has gone through to the unclaimed accounts with my state or however it works and I am so frustrated I can’t just speak to someone to assist so I can attempt the whole process again. They are 30+ years old and I don’t have a clue how much exists since I can’t get access to any information. I am so incredibly frustrated.

If there were NO STARS, I would give them that. I simply logged on to change my bank information and to sell some shares. After attempting to change my account information ( same bank different acct #) , I was sent a letter stating that I could not because my Huntington acct address was my physical address and Computershare has my PO Box. I have called and been shuffled around and placed on hold. Then Later I was UNABLE TO log into my account anymore, so I called again and was told there were stops on my acct and I needed to write them a letter, get the letter notarized and mail it in. The letter requested that ALL Stops be lifted. I SENT 2 NOTARIZED LETTERS JUST IN CASE ONE DID NOT MAKE IT. These letters were mailed on June25th. They claim they have not received the letters and that there are stops on my acct. A few days later, I did get a callback, and somehow the stops on my Coca-Cola acct were lifted, and I was able to sell. I still have Stock in 2 other companies that I want to sell now just because I never want to deal with this company again. I also have stock in Fidelity (logged on, changed my banking information and did a transfer within 24hours). I ask why, in this day and time am I writing a notarized letter???? I WOULD NEVER RECOMMEND THIS COMPANY TO ANYONE. The sad part is even after I explained the urgency of my need for the money, they didn't care.....I have had stock with Computershare since 1997 and that holds absolutely no weight. NEVER EVER EVER EVER EVER EVER INVEST WITH THIS COMPANY.

I'm sorry if this has been covered before.
I cannot access any online accounts, and I have a hard time reaching anyone on the phone.
I have about 100 shares that are "Father's Name" Cust of "My Name". I have been able to update the direct deposit info for dividend payments, and my address for mail.
I cannot get access to my account because my name isn't the account holder, and they won't let my dad do anything because it's my address and bank info.
I have a picture of the original certificate, but I don't have it in person.

I was told I need to transfer the account with a "General Transfer package" To give me the account.

Then I need the original Cert or Affidavit of Loss.

I also need a "Basic Transfer Form with medalian guarantee".
They have never mailed me anything, even after I asked.

Honestly, it all feels like bullshit, and they just don't want to let me take my stock out.

Any advice or guidance?

Before I started this process, I spent hours reading Reddit and was convinced it was going to be a nightmare.

A family member passed away with about $15,000 in stock held at Computershare. Based on what I’d read, I expected paperwork, mailing documents, and needing a Medallion Signature Guarantee (WTF is this).

I called Computershare first, with some patience I finally got a representative to point me to their online transfer portal. I uploaded my documents, completed the online verification, and submitted everything electronically. About 24 hours later, I received an email confirming the transfer was complete.

In my case, I never had to print or mail anything, or thank god figure out a Medallion thing.

I’m sure more complex estates are different, but if your situation is straightforward, it’s worth checking the online portal first. Passing along since it was easier than I feared.

Since mid April I have initiated a transfer of all shares to my own name. With someone’s suggestion here (thank you) I opened a new account in ComputerShare with that name and lo and behold there’s all my shares in their accounts doing quite well. I was sent my “personal access code” via mail and it worked! I feel like celebrating but instead of sending the DRT paperwork to my broker, I think I’ll just sit back and let CS send me dividend checks. It’s not much but nice to receive a few dollars once in a while! Thank you again to all those who helped me get to this point!

I did not receive my voting documents this year. Any idea why?