Unfortunately, DealMaker transfer agent is unable to directly execute share transfers or update registrations for shares held in IRA accounts. This limitation is due to the special nature of IRA-held assets.
For any changes or transfers related to IRA-registered shares, please follow these steps:
- Contact your IRA provider directly.
- Inform them of the changes or transfers you wish to make.
- Your IRA provider will guide you through their specific process for handling such requests.
Your IRA provider is the authorized entity for managing changes to assets held within your IRA account. They have the necessary procedures in place to ensure all transactions comply with IRA regulations. However, we can accept instructions from the IRA, broker or custodian to transfer the shares.