Write to us.
Questions about your stamp, your documents, your transfer, or a transaction you've already started. Our compliance team reads every message and will get back to you during business hours.
Tell us what you're trying to do.
The more you can tell us about the document in front of you, who's asking for a medallion, and what the transfer involves, the more useful our first reply will be.
before you write —A short interactive guide that asks the same questions we would, and tells you which documents to gather before you start.
Start the walkthrough- Business hours
- Monday – Friday, 9:00 – 4:00 Eastern
- Reply window
- Same or next business day
Straightforward. No runaround.
We read it
A compliance team member reviews your message. We may ask a clarifying question if the transfer type isn't obvious.
We point you in the right direction
If a medallion is the right tool, we'll tell you how to start. If it's not, we'll tell you that too, and suggest what you actually need.
You decide what to do next
Starting a transaction on our site is self-serve. We don't pressure, upsell, or follow up unless you ask.
Broker-dealers, RIAs, estate attorneys, and transfer agents have their own path.