Contact Form US 07/23

I am*

A shareholder or the representative of a shareholderAn Ionic Digital ShareholderInterested in learning more about Odyssey’s services (prospective clients or law firms)Paying an invoice (shareholder or client - to be used ONLY for invoices quoted in CAD)Looking to book a medallion guarantee appointment (For Odyssey clients only)

Account Information*

Convert my DRS position to a physical certificateConvert my physical certificate to a DRS positionRequest a copy of my DRS statement or confirm security holdingsUpdate my mailing or email address or other account information

Transfers*

Request instructions on how to transfer securitiesRequest the status of a transfer requestDistribute shares amongst members of an LLC

Losses & Estates*

Replace my lost certificateReplace my lost chequeRequest instructions on estate transfers

Name of Registered Security holder*
(enter the name exactly as it appears on your certificate or DRS statement)
Issuer & Securities Issue*
(e.g. ABC Mining Corp. common shares)
Certificate Number
Account Number on DRS Statement
Number of Securities Held
Current Email Address*
Current Mailing Address*
Postal / ZIP Code*
Former mailing address, if applicable
Name of Representative and Capacity if not Registered Holder
Attach additional documents, if applicable

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Additional details or questions

Restricted Securities: Your securities are non-transferrable except with no change in beneficial ownership.

If it is a 1933 Act legend that you’d like to remove, please fill out the form below; Otherwise, if you’d like your Brokerage or Wealth Management firm to hold these shares beneficially for you, please contact them directly for re-registration assistance.
Name of Registered Security holder*
(enter the name exactly as it appears on your certificate or DRS statement)
Issuer & Securities Issue*
(e.g. ABC Mining Corp. common shares)
Certificate Number
Account Number on DRS Statement
Number of Securities Held
Current Email Address*
Current Mailing Address*
Postal / ZIP Code*
Former mailing address, if applicable
Name of Representative and Capacity if not Registered Holder
Attach additional documents, if applicable

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Additional details or questions

Name of Registered Securityholder*
(enter the name exactly as it appears on your certificate or DRS statement)
Issuer and Securities Issued*
Email Address*
example@example.com
Approximate Value of Transfer*
Note: Odyssey can provide up to $2M CAD value per transfer per day.
Note: We can not process non-Odyssey client requests at this time.
Completed Stock Transfer Form - Upload Here*

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Proof of Physical Security (Certificate) or DRS Statement*

Attach DRS file or upload a photograph of your security
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Proof of Authorization*

Attach file or photograph of Corporate Documents
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We cannot move your shares into a brokerage or financial institution for you directly.

If you wish to deposit your shares with a broker or financial institution, you must first provide them with your certificate or DRS statement and they will explain the process to deposit your shares with them.

Are the securities public (listed on an exchange) or private?*

PublicPrivate

Are the shares restricted with a 1933 Act legend or a restriction that has not expired yet?*

YesNo

Public shares

To complete a transfer the following must be submitted to Odyssey:
- The Stock Power Form duly completed, signed, and Medallion guaranteed.
- If applicable, the original security certificate(s). We recommend sending the certificates by traceable mail and insured for 4% of the market value.
The Stock Power Form is found at https://odysseytrust.com/us/us-faq/ under "Forms".

All original documents must be delivered to Odyssey Transfer and Trust Company at the address noted below.

Odyssey Transfer and Trust Company
860 Blue Gentian Rd
Suite 320
Eagan, MN 55121

Transfer fees will be calculated upon receipt of the request and the completed transaction will not be released until payment is received.

To book a virtual appointment to obtain a Medallion Guarantee with Odyssey, please visit https://odysseytrust.com/us/us-contact-form/, select “I am a Shareholder or the representative of a shareholder” and then “Medallion Guarantee Appointment”.
Private Shares

To complete a transfer the following must be submitted to Odyssey:
- The Stock Power Form duly completed, signed, and Medallion guaranteed.
- The Accredited Investor Form duly completed and signed.
- If applicable, the original security certificate(s). We recommend sending the certificates by traceable mail and insured for 4% of the market value.
The Stock Power Form is found at https://odysseytrust.com/us/us-faq/ under "Forms".

The Accredited Investor Form is found at https://odysseytrust.com/accredited-investor-form.

All original documents must be delivered to Odyssey Transfer and Trust Company at the address noted below.

Odyssey Transfer and Trust Company
860 Blue Gentian Rd
Suite 320
Eagan, MN 55121

Transfer fees will be calculated upon receipt of the request and the completed transaction will not be released until payment is received.

To book a virtual appointment to obtain a Medallion Guarantee with Odyssey, please visit https://odysseytrust.com/us/us-contact-form/, select “I am a Shareholder or the representative of a shareholder” and then “Medallion Guarantee Appointment”.

I'd like to:

Request the status on a transferConfirm stops or restrictions on a certificate or validity of a DRS statementRequest Duplicate DRSReport a certificate or cheque as lostRequest instructions on how to remove the 1933 Act restriction or confirm the expiry of a restrictionRequest cost basisAsk a question not covered above
Name of Brokerage Firm*
Your Email Address*
example@example.com
Upload signed Agreement for Services Document:*

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Download an Agreement for Services document here.

Once the completed and signed form has been submitted, our Shareholder Services team will reach out to you with additional information for you to self-register at Odyssey XPress Broker Gateway

Name of Brokerage Firm*
Name of Registered Shareholder*
Your Email Address*
Securities Issuer/Issue*
Certificate Number(s)
Account Number on DRS Statement
Number of Securities Held
Cheque Number, if applicable
Additional details about your request
Attach additional documents:

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Name of Registered Plan holder*
Account Number
Address*
Email*
Phone Number*
Name of Authorized Representative if not Registered Holder
Additional Details or questions

Name (include firm name if legal counsel)*
Title
Name of company (or indicate if confidential)*
Services Required*
Email Address*
Phone Number

Please fill out the fields below to pay for your invoice online. Payment is accepted by Visa, Mastercard, American Express, or Discover.
If you have an inquiry, please email finance@odysseytrust.com. Thank you!
Email*
example@example.com
Invoice or Shareholder Account Number*
Invoice Amount*

prevnext( X )
USDInvoice Total

Name of Unclaimed Property Owner*
(enter your name exactly as it appears on the claim notice you received from Odyssey)
Issuer & Securities Issue*
(e.g. ABC Mining Corp. common shares)
Certificate Number
Account Number on DRS Statement
Number of Securities Held
Current email address*
Current Mailing Address*
Postal / ZIP Code*
Former mailing address, if applicable
Name of Representative and Capacity if not Registered Holder
Attach additional documents, if applicable

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Additional details or questions

If you are an Individual you may self-register for online access by clicking here.
If you are registering on behalf of an Entity, please fill in the form below.
Name of Registered Security holder*
(enter the name exactly as it appears on your certificate or DRS statement)
Issuer & Securities Issue*
(e.g. ABC Mining Corp. common shares)
Certificate Number
Account Number on DRS Statement
Number of Securities Held
Current Email Address*
Current Mailing Address*
Postal / ZIP Code*
Former mailing address, if applicable
Name of Representative and Capacity*
Attach a copy of one of the following documents to verify the authorized signatory: Operating Agreement, Corporate Resolution, Resolution of Sole Director, or Partnership Agreement*

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Additional details or questions

Individual shareholders may register for online account access here. To register, you will need to provide the following:
- Shareholder # - this can be found on your account statement
- Last 4 digits of the SSN
- Password – this will be a temporary password to be used at the initial registration step; this temporary password can be obtained from our support team by calling 612-482-5100 or 888-290-1175

Please fill out the form located here and submit it to the address below along with the physical certificate.

Odyssey Trust and Transfer Company

860 Blue Gentian Rd, Suite 320

Eagan, MN 55121
Should be Empty:

Note: We can not process non-Odyssey client requests at this time.