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Thursday, December 30, 2010 4:00:44 PM
I don't understand the piece about Zecco requesting the form.
The way Fidelity explained it, is that once I get the book stmt, I get a Medallion sig on it (Fidelity location very close to my residence) and send it to Island and once I get the shares, I go to Fidelity to have them deposited.
I also assume that Island tells SDVI to send the shares to me since they are not acting as TA for Graffiti. I think this is the issue between SDVI and Island.
Were you comfortable sending acct info as well as your SS#?
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