Processing & Delivery

When Your Transaction is Complete

Completion Confirmation

Once your medallion guarantee is applied, we’ll send you confirmation via email.

What You’ll Receive from Us

Via Email (Immediately)

Scanned copy of your medallion-stamped documents

FedEx tracking information

Confirmation of completion

Via FedEx (2-Day Shipping)

Original stamped documents

Any supporting documents that were mailed

Shipped to the address that matches your valid government-issued ID or directly to the transfer agency

Direct Transfer Agent Delivery

If we’re sending documents directly to a transfer agency, we’ll provide:

Tracking information and confirmation of delivery

Scanned copies for your records

Keep Your Records

Important: Save all confirmations and scanned documents. These serve as proof that your transaction was completed properly and can be useful if any questions arise later.

Next Steps

After receiving your stamped documents:

Review them to ensure everything is correct

Forward to your broker or financial institution if needed

Keep copies for your records

Follow up with the transfer agent to confirm receipt

Preparing Your Documents

After You Submit Your Documents

Processing Times