30+ Medallion Signature Guarantee Locations (2026)

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If you’re dealing with financial transactions that require a Medallion Signature Guarantee (MSG)you might find yourself wondering where you can obtain one. Whether you are transferring securitiessigning important documentsor handling other transactions that require this type of guaranteeknowing where to get it is crucial.

The good news is that there are various places you can turn to for help. In this articlewe will explore the 35 Medallion signature guarantee locations in the United Statesfocusing on the key financial institutions where you can typically obtain this service. We’ll also provide insights into the processrequirementsand helpful tips for a smooth experience.

What Is a Medallion Signature Guarantee?

A Medallion Signature Guarantee (MSG) is a certification provided by an authorized officer at a financial institution that confirms your identity and validates your signature.

It’s commonly required for transferring securitiessigning certain documents related to stocksbondsor mutual fundsand for other financial transactions that need an extra level of assurance. Unlike a regular notary publican MSG carries legal weightprotecting against fraud by ensuring the signature is legitimate and authorized.

Medallion Signature Guarantee Locations

There are several types of financial institutions where you can typically obtain a Medallion Signature Guarantee. These include bankscredit unionsand brokerage firms. Let’s take a closer look at each category and the specific institutions that offer this service.

Banks

Most major banks offer Medallion Signature Guarantee servicesbut usuallythis service is available only to existing customers. Some of the largest banks providing this service include:

1. Bank of America – Bank of America is a well-known provider of Medallion Signature Guaranteestypically available to customers who hold certain types of accounts with the bank.
2. Wells Fargo – Wells Fargo also provides this service at certain branches. Howeveryou must be a customer of the bank.
3. Chase – As with other large financial institutionsChase offers Medallion Signature Guarantees to their customersespecially those who maintain eligible accounts.
4. Citibank – Citibank branches may also provide this service to their account holdersbut it’s best to check in advance to confirm availability at your local branch.
5. U.S. Bank – U.S. Bank has a wide network of branches where you may be able to obtain a Medallion Signature Guarantee if you are an existing customer.
6. Other Banks — Bank of the WestCapital OneDigital Credit Union in New Hampshire and MassachusettsCitizens BankDollar Bank in Pennsylvania and OhioFifth Third BankFirst Interstate BankFirst Midwest BankFirst Republic BankHSBCKeyBankNorthwest BankPNC BankRegionsTD BankUnion Bank & Trust.

These are just a few examplesand many other smaller regional banks and savings institutions may also offer the service. Howeveras a general ruleyou must be an account holder to use this serviceand not all branches of these banks offer the guarantee. Thereforealways call ahead to confirm availability.

Credit Unions

Credit unionsespecially larger onesare another common place to obtain a Medallion Signature Guarantee. Some well-known credit unions that provide this service include:

1. Navy Federal Credit Union – Navy Federalthe largest credit union in the U.S.provides Medallion Signature Guarantees for its members.
2. State Employees’ Credit Union (SECU) – SECUbased in North Carolinaoffers this service to its membersbut as with other institutionsyou’ll need to be a member to access the benefit.
3. SchoolsFirst Federal Credit Union – Another large credit unionSchoolsFirst offers this service to members in specific locations.
4. Alliant Credit Union – Alliant also provides Medallion Signature Guaranteesbut only to their existing members.
5. San Diego County Credit Union – SDCCU is known to provide this service to its customerswith certain eligibility requirements.

Credit unions often provide personalized serviceand the process of obtaining a Medallion Signature Guarantee may be more straightforward. Howevermembership is a requirementso it’s important to ensure you qualify before seeking out this service.

Brokerage Firms

Brokerage firms are another place where you can get a Medallion Signature Guarantee. These firms often offer this service to their account holderstypically those who hold stocksbondsor mutual funds through the firm. Some of the leading brokerage firms offering Medallion Signature Guarantees include:

1. Charles Schwab – Schwab provides this service to account holdersespecially those with certain account typessuch as brokerage or retirement accounts.
2. Fidelity – Fidelity is another major firm that offers Medallion Signature Guaranteestypically available for customers who hold brokerage accounts.
3. E*TRADE – E*TRADEnow owned by Morgan Stanleyalso provides Medallion Signature Guarantees to its account holders.
4. TD Ameritrade – TD Ameritrade is another prominent firm offering this service to its customersespecially those involved in the stock market or other securities trading.
5. Vanguard – Vanguard offers Medallion Signature Guarantees to customers who have accounts with the firmparticularly for transactions involving mutual funds or ETFs.

Many brokerage firms are also part of the Treasury-recognized signature guarantee programmaking them a reliable option for obtaining a Medallion Signature Guarantee.

Requirements for Obtaining a Medallion Signature Guarantee

In most casesyou must meet certain requirements to obtain a Medallion Signature Guarantee. These requirements can vary slightly from institution to institutionbut the general criteria include the following:

1. Being an Account Holder – Most institutions will require you to be a customer of the bankcredit unionor brokerage firm in order to receive the Medallion Signature Guarantee.
2. Valid Identification – You must present valid government-issued identificationsuch as a passport or driver’s licenseto verify your identity.
3. Account Status – Some institutions may require you to have maintained an account for a certain periodsuch as six monthsbefore they will provide the service.
4. Documentation – You must bring the specific documents that require the Medallion Signature Guarantee. These could include securities transfer formsstock certificatesor legal documents that need authentication.

The Process of Obtaining a Medallion Signature Guarantee

While the exact process can vary between institutionsthe general steps involved are as follows:

1. Contact the Institution – The first step is to contact the bankcredit unionor brokerage firm where you hold your account to inquire about the availability of Medallion Signature Guarantees. Ask if they offer the service and confirm that you meet the eligibility criteria.
2. Schedule an Appointment – Medallion Signature Guarantees often require in-person verification. Thereforeyou’ll likely need to schedule an appointment with an authorized officer who can provide the guarantee.
3. Prepare the Necessary Documents – Bring all relevant documents that require the Medallion Signature Guaranteealong with valid ID. Be sure to also bring your account information to prove that you are a customer of the institution.
4. Meet with an Authorized Officer – During your appointmentyou’ll meet with an authorized officer who will verify your identityreview your documentsand affix the Medallion Signature Guarantee to your paperwork.
5. Complete the Process – Once the officer has provided the Medallion Signature Guaranteethe process is complete. You may need to submit the paperwork to a transfer agent or issuerdepending on the nature of your transaction.

Important Notes to Consider

• Notary Public vs. Medallion Signature Guarantee – A notary public cannot provide a Medallion Signature Guarantee. Unlike a notary publicwhich only verifies your identitya Medallion Signature Guarantee is a more formal and secure processtypically used in high-value transactions involving securities.
• Branch Availability – Not all branches of a bank or credit union may provide Medallion Signature Guarantees. Always call ahead to confirm that the branch you’re visiting offers the service.
• Help from Transfer Agents – If you’re having difficulty obtaining a Medallion Signature Guaranteeconsider reaching out to the transfer agent or issuer corporation requiring the signature. They can often provide guidance or direct you to an appropriate location.

Frequently Asked Questions

Here are some of the related questions people also ask:

What is a Medallion Signature Guarantee (MSG)?

A Medallion Signature Guarantee (MSG) is a certification provided by a financial institution that verifies your identity and authenticates your signature for transactions involving securitiesstock transfersor other financial documents. It ensures that your signature is legitimate and protects against fraud.

Can I get a Medallion Signature Guarantee at any bank?

NoMedallion Signature Guarantees are typically only available at certain branches of banksand you must be an existing customer of the bank. Some large banks like Bank of AmericaWells Fargoand Chase offer the servicebut it’s important to call ahead to confirm availability at your local branch.

Do I need to be a member of a credit union to get a Medallion Signature Guarantee?

Yesmost credit unionssuch as Navy Federal Credit Union and State Employees’ Credit Unionprovide Medallion Signature Guarantees only to their members. You will need to be a member and meet any specific eligibility requirements to use this service.

Which brokerage firms offer Medallion Signature Guarantees?

Major brokerage firms like Charles SchwabFidelityE*TRADETD Ameritradeand Vanguard provide Medallion Signature Guarantees to their account holders. These firms typically offer the service to customers who hold investment accounts with them.

What documents do I need to bring to get a Medallion Signature Guarantee?

When obtaining a Medallion Signature Guaranteeyou will need to bring a valid government-issued photo IDsuch as a driver’s license or passport. Additionallyyou must bring the documents requiring the signature guaranteesuch as securities transfer forms or legal paperwork.

How long do I need to have an account with a bank before I can get a Medallion Signature Guarantee?

Some banks may require you to have held an account for a certain periodsuch as six monthsbefore they will provide a Medallion Signature Guarantee. Howeverthe exact time frame can vary by institutionso it’s best to check with your bank directly.

Can I get a Medallion Signature Guarantee from a notary public?

Noa notary public cannot provide a Medallion Signature Guarantee. A Medallion Signature Guarantee is a more formal process provided by authorized financial institutions and is used for higher-value transactionssuch as securities transfers.

Do all branches of a bank offer Medallion Signature Guarantees?

Nonot all branches of a bank offer Medallion Signature Guarantees. You should contact your local branch or call ahead to confirm if they provide this service before visiting.

What should I do if I’m having trouble getting a Medallion Signature Guarantee?

If you’re having trouble obtaining a Medallion Signature Guaranteeyou can contact the transfer agent or issuer corporation requiring the guarantee for guidance. They can often help direct you to the appropriate location or provide alternative solutions.

The Bottom Line

Obtaining a Medallion Signature Guarantee is an essential step for many financial transactionsand knowing where to get one can save you a lot of time and frustration. Whether you are a customer of a bankcredit unionor brokerage firmthere are many Medallion signature guarantee locations across the U.S. that can assist you.

The key is to ensure that you meet the requirementsbring the necessary documentsand understand the process. By following the steps outlined in this guideyou’ll be well on your way to successfully obtaining a Medallion Signature Guarantee for your important transactions.