The stamp, handled.
For broker-dealers, wealth advisors, estate attorneys, and transfer agents whose clients keep getting stuck on medallion signature guarantees — because the banks that used to do them don't, and the ones that still do won't.
Send your clients to a destination built for them. Keep your fingerprints on the experience. Stop being the one who has to explain the bank.
Welcome, VStock shareholders.
Your transfer needs a medallion signature guarantee. VStock has arranged the stamp for you here. Allow about fifteen minutes to submit your documents.
- 01Tell us about your transfer—
- 02Verify your identity—
- 03Upload and sign the documents—
Your firm gets a room in our building. Your clients land somewhere that looks like it came from you.
Four industries, one problem.
We started by serving individuals whose banks wouldn't help them. It turned out individuals weren't the only ones getting left behind.
Broker-dealers trying to process outbound transfers. Wealth advisors trying to keep the service experience seamless for high-net-worth families. Estate attorneys whose executors hit a medallion wall at every transfer agent. Transfer agents with shareholders they can't serve directly. All of them end up at our door for the same reason: medallion access, as the industry currently offers it, doesn't work for anyone.
So we serve four industries now. That's not a side service we bolt on — it's the whole business. If your clients occasionally need a stamp and the usual paths keep failing them, this page is for you.
The firms whose clients keep hitting the medallion wall.
Four industries. The same structural problem in each. If yours isn't here but the pattern sounds familiar, the last segment of this page is for you.
Egress that works at your operational scale.
Your clients are moving assets out — DRS transfers, outbound instruction letters, legacy holdings. Every one of them needs a medallion you can't stamp yourself, and the banking partner who used to handle it either quietly stopped or won't touch the size you need. The transfers stall; your ops team absorbs the friction.
- 01 A destination you can send clients to with confidence
- 02 Transfers that clear instead of stalling at the stamp
- 03 A direct line when a transfer agent flags something unusual
- 04 Sized for firms where the stamp is an operational problem, not a one-off
Most useful where medallions are a recurring drag on your transfer workflow.
The transfers that used to stall at the stamp are just… clearing.
Remove a piece of friction your clients shouldn't see.
You've built a wealth management experience where the client doesn't deal with plumbing. Then a medallion guarantee is required and suddenly you're asking an 82-year-old to drive to three bank branches, or you're hand-walking the document through a contact you maintain at a local bank. Neither scales, and neither feels like your firm.
- 01 A quiet referral path that carries your standards through
- 02 Handled within our standard five business days
- 03 A short intake so your team hands off details, not the client
- 04 Pilot corporate-billing arrangements for firms that want to absorb the cost
If you want your client to never see the medallion provider, start here.
Two clients this month, both estate transfers. Documents attached. Please invoice the firm; they shouldn't be billed directly.
A clear path for the client you can't walk the last mile with.
Your client is the executor of an estate with securities to transfer. You know the paperwork, but you can't stamp it. You send them off to their bank and spend the next two weeks fielding calls from someone who doesn't understand why three branches have turned them away. You'd rather point them somewhere that knows they're coming.
- 01 A direct referral your clients can use without a briefing
- 02 Plain-English prep instructions so they arrive ready
- 03 Direct contact with our compliance team if a transfer agent has a quirk
- 04 A fast response when your firm has a question
Works best for firms sending executors, trustees, and beneficiaries our way.
Executor of H.R.P.'s estate — three accounts at Computershare and EQ. Send via firm partner link. Kate cc'd until the original is returned.
A downstream partner for the shareholders you can't serve directly.
A retail shareholder or estate beneficiary needs a medallion stamp before you can process their instruction. They ask you where to get one; the honest answer has been "try your bank, good luck." Transfers stall, paperwork gets returned, your team absorbs the inquiries. You'd rather have a referral you trust than lose the transfer.
- 01 A simple referral that places your shareholder with a STAMP institution
- 02 Compliance details documented the way your back office expects
- 03 A direct line if a stamp you receive ever needs a second look
- 04 Field-level feedback on what's going wrong before it reaches you
Strategic rather than volume-based. A small number of TAs, treated as allies.
Accepted · V Stock Transfer · 14 Mar 2026
Start a conversation.
Tell us who your firm is, the kinds of clients you send through medallions today, and where the current path is failing them. We'll get back to you with what we can do and what a first engagement would look like.
"Tell us the shape of the relationship you want. We'll tell you what we can do today and what we're building next."