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The Pocket Idiot's Guide™ To Direct Stock Investing by Lita Epstein, Douglas Gerlach

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Closing Your DSP

If you decide you don’t want to be part of a DSP anymore and you just want to get copies of your stock certificates, you can probably do that by using the tear-off portion of your most recent account statement, but do check with your transfer agent. Since the agent will be sending the certificates in your name, the Medallion Signature Guarantee will probably not be required.
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Purchase Pitfalls
Be very careful if you request stock certificates. They are almost like getting cash and very difficult to replace if lost or stolen. Always put stock certificates in a safe place, such as a safe deposit box at the bank.
Now that we’ve ...

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