Processing Tiers
We offer three processing tiers to match your timeline. All tiers include the same thorough compliance review — the difference is how quickly we complete it.
| Tier | Price | Turnaround | Best For |
|---|---|---|---|
| Standard | $300 | 5 business days | Most transfers |
All turnaround times are measured from when we have received all required documentation in good order. The processing clock pauses any time we are waiting for additional documents or information from you.
Please note that these are target timeframes, not guarantees. Complex transactions (estates, corporate actions, multiple parties) may require additional review time regardless of tier.
Factors That Affect Processing Time
Several factors can affect the total time from start to finish:
Document completeness: Having all required documents ready speeds up the process significantly
Verification process: Most customers complete verification in 10-15 minutes
Complexity of transaction: Simple individual transfers process faster than complex estate or corporate transactions
Shipping time: We use 2-day shipping for returning your stamped documents
How to Ensure Fast Processing
To get your medallion stamp as quickly as possible:
Review our guidelines to ensure you’re submitting the documentation we require relevant to your transaction
Complete all forms fully before submission
Ensure your account statement is dated within the last 6 months
Sign all documents in the appropriate places (but not in the medallion guarantee box)
Provide clear, readable copies of all required documents
Respond promptly to any requests for additional information
Typical Timeline Breakdown
Account creation and verification: 10-15 minutes
Document gathering: Varies (can be days to weeks for estates)
Our review process: 5 business days
Medallion application: Same day once approved
Return shipping: 2 days via FedEx
You select your processing tier at checkout. If your timeline changes after you’ve submitted, contact your compliance officer to discuss options.