How do I endorse stock certificates over to Kensington Capital to open an account?
On the back of the certificate designate First Southwest Company as the attorney to transfer the stock. This means the securities are negotiable only by First Southwest Company, and can be mailed safely. Then all you need to do is sign and date the certificate; you can leave all the other areas blank. Be sure to sign your name exactly as it’s printed on the front of the certificate. Requirements may differ for entity and corporate accounts. Additionally, there may be additional paperwork needed when the account registration does not match the name(s) on the certificate. Please contact an account executive at Kensington Capital for more information.
