Let’s walk through your question step-by-step:
- 🧠 UNDERSTAND: What is the core question?
You’re asking how to transfer your Highland REIT securities—currently held at Schwab and incurring alternative securities fees—to be held directly by Highland REIT (likely through their transfer agent, which you believe is Computershare).
- 🔍 ANALYZE: What are the key components?
• Current Custodian: Charles Schwab • Security Type: Highland REIT (likely non-traded or limited market REIT) • Fee Issue: Schwab charges an alternative securities fee • Desired Outcome: Hold securities directly with Highland REIT (via transfer agent) • Transfer Agent: Likely Computershare
- 🔗 REASON: What logical steps are involved?
• You’ll need to initiate a direct registration transfer from Schwab to Computershare. • This typically involves:• Obtaining a transfer form from Highland REIT or Computershare • Submitting documentation to Computershare (or Highland REIT) to re-register the shares • Possibly working with Schwab to release the securities
- 🧩 SYNTHESIZE: How do these elements combine?
Here’s how you can proceed:
✅ Step-by-Step Process
-
Visit Highland REIT’s Investor Forms Page They provide specific forms for transferring shares:• Highlands REIT Investor Forms A
-
Use Computershare’s Transfer Wizard This tool walks you through the transfer process and generates the necessary documents:• Computershare Transfer Wizard B
-
Contact Schwab Ask them to initiate a Direct Registration System (DRS) transfer to Computershare. You may need:• Your Computershare account number (if you already have one) • Completed transfer forms from Highland REIT
-
Submit Forms to Computershare Once Schwab releases the shares, Computershare will re-register them in your name.
- 🏁 CONCLUDE: What is the most accurate/helpful response?
To transfer your Highland REIT securities from Schwab to be held directly (likely via Computershare), follow this process:
• Download the Highland REIT transfer forms A • Use the Computershare Transfer Wizard B to complete the transfer documents • Contact Schwab to initiate a DRS transfer to Computershare • Submit all required documents to Computershare to finalize the transfer
This should help you avoid Schwab’s alternative securities fee and hold your shares directly.
Would you like help filling out the forms or drafting a message to Schwab?