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What information do I need to set up an account?

Asked 4 months ago
To set up an account with American Stock Transfer, you will typically need to provide several key pieces of information. First, you should have personal identification details, such as your full name, address, and date of birth. It is also important to supply a Social Security number or taxpayer identification number for proper identification and compliance with regulatory requirements. In addition, you may need to include your banking information, such as your bank account number and routing number, for any transactions or direct deposits. If applicable, you should also gather details about the specific securities you wish to hold in your account. Lastly, it is advisable to review the specific requirements listed on the American Stock Transfer website, as they may vary depending on the type of account you are intending to open. Checking the website will provide the most up-to-date information.
Answered Aug 6th 2025

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