It’s been increasingly difficult for clients to obtain a medallion signature guarantee. It seems like less banks are doing it or will only do it on their forms. What is your method of getting these?

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Posting as :
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Our firm does it too

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Their bank should be able to do it for them

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Our firm does them for us

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I’m a solo practitioner RIA. I was having issues with getting these for clients, so I enrolled and was accepted into the STAMP Medallion program. So I have my own medallion stamp now.

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My firm does it for us.

Firm does it for clients

Our firm

WF does it if your a client of bank or brokerage

We do it for our clients at no charge. Clients from other BD’s we charge a fee.

Our firm does it for clients

We have two in our office

When it needs to come for my company they will do it but when I need to get the signature guarantee for another company I will usually meet my client at their Bank. Most banks will do a medallion signature guarantee for their clients. I have not run into any issues yet where I have not been able to get it done

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