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TOL, Inc. Onboarding Instructions for Shareholders
How to: Signup as a Shareholder
How to: Obtain Online Access
Method One: Use a Security Code
Method Two: Use Information From Certificate
Method Three: Provide General Account Information
How to: Transfer Shares to Broker
Transfer Methods
DWAC Method
DRS Method
I. Download BOOK/DRS Form(s)
II. Upload W-9 Form (If Applicable)
III. Fill Out Broker Information
IV. Select Which Certificates to Transfer
V. Review Fee Inforfmation and Make Payment
Index
