No. 37 of 106 Things We Do For Clients
Help facilitate holding and warehousing mutual funds, stocks, bonds, and other securities. The days of holding a physical certificate that represent a security interest aren’t completely in the past. We still have clients bring us certificates of ownership. Holding such securities in a safe or bank safe deposit box isn’t the most efficient or safe way to store them. It can take weeks or months to liquidate a paper certificate, making it impossible to control the timing of the sale. A selling opportunity can be completely lost. We will help you convert your paper certificates to a safe, online form where the shares can be liquidated in seconds, allowing you to take advantage of selling when the time is right.
