Transferring Certificates to Another Account Holder

  1. Upon logging in to the account, click the hyperlinked transferable or banked certificate quantity under your Account Activity section
  2. On the next screen, click the Batch Transfer tab located at the top left to process multiple certificate transfers at once
  3. From here, check the box under the AddBatch column next to each certificate batch record
  4. When finished, click the Batch Transfer button next to the Total Quantity towards the top of the page
  5. On the next page, make sure the Another Account Holder option radio button is active
  6. Select the counterparty from the Select an Account Holder dropdown list
  7. Click the Submit button
  8. When returning to the home account page, the certificates initiated in the transfer will be visible from the Certificate Outbox