Online transfers to new or existing Broadridge accounts are available for some account types. The Broadridge online Transfer Wizard cannot be used to transfer shares to or from a brokerage account.
Online transfers are available for some account types. Logging on to your account on the Shareholder Portal, you will see the Transfer Shares option in the menu bar. Once you’ve clicked Transfer Shares, the Transfer Wizard will then walk you through the process of transferring shares.