Can we transfer our ESPP shares from USB to the institution we use (eg Charles Schwab)? If you’ve done so, any guidance on doing so would be appreciated! Trying to do some covered calls to make a little extra cash.

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Posting as :
works at
You are currently posting as works at

A1: mainly just to consolidate. Also, you can save on fees. UBS charges about $5, negligible for most but still annoying.

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F

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Recently did it…very easy, fill out the ACTS form on UBS and in a few days the ACN stock should appear in your Schwab account. The cost basis also gets updated in Schwab

Ahhh ok thank you

F

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