You may transfer your shares to a brokerage account, or to a different registration.
Transfer to a broker:
Transferring shares to your brokerage account is not available online.
Contact your broker to advise that you would like to move shares from your EQ account.
Your broker may request a copy of your EQ account statement because they will need specific information about your EQ account. Please check with your broker to confirm their specific requirements.
A copy of your EQ account statement or a Share Balance Summary can be found in your online account at Shareowner Online.
Once the broker has received the EQ account details they will submit a request to electronically move the shares from EQ into your brokerage account.
Please note that a transfer from an employee’s account at EQ to another account of that employee at a broker without any change in beneficial ownership, would not require any pre-clearance.
For U.S. employees only: If you wish to deposit your shares with Wells Fargo Advisors or you already have a financial advisor, please contact your financial advisor directly for assistance. For WellsTrade accounts, please contact WellsTrade at 1-800-TRADERS (1-800-872-3377) for assistance. To establish a new brokerage account with Wells Fargo, please contact Wells Fargo Advisors at 1-877-487-1214.
Non-U.S. employees do not have WellsTrade available to them but may choose to transfer to a different broker of their choice.
Transfer to a different registered account at EQ:
Add another person to the account or transfer to a different person or entity; this is called changing the registration on the account.