Why Does CompuShare Make It So Diffficult to Consolidate Accounts

Posted January 18, 2007 by Chuck Posted in: Personal Finance

I’ve owned some direct stock investments for quite some time through Equiserve which recently was bought by CompuShare. I’ve had online access through Equiserve for a year or 2 and now CompuShare wants me to convert each stock into a unique CompuShare account with a different username and password. It seems like it would be much easier if I could just create one account and then add all the stocks to this once account.

Well according to them I cannot do this online. I have to send a letter to them with my account information and they will consolidate it in 6-8 weeks!

In the meantime I don’t have access to my account online which is a real drag.





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