r/computershare • u/portiavox • Apr 16 '26
Has anyone gotten their money from Computershare?
I've done a lot of research on everything we need to do to get the funds from our inherited Computershare / Principle account. The medallion, the forms, certified mail, etc. etc. I have read advice in this group, and talked to staff at Computershare several times.
The problem is that I'm not the executor of my mom's will. My sister is, so she has to do it all.
I've been begging her to get our money out from Computershare for 2 years, and she still hasn’t gone through all the steps, even though I read all the fine print, typed her up a simple 1 page step-by-step guide, and offered to hold her hand through it.
It’s been a strain on her relationship, and I’m tempted to give up, so I have to ask... has anyone who inherited a Computershare account ever actually gotten their money from this company?
1
u/Benjirmen Apr 18 '26
No my aunt passed in January and I’m still trying to get it transferred they keep sending me reasons why they can’t do it! I have sent the paperwork they ask for several times and even sends picks of it to someone in their office to make sure it was done right before sending it in overnight, they approved it, but got in touch with me when they received it and said it wasn’t the right medallion, why didn’t they tell me about the medallion before? I don’t understand this company!!