SECURE Medallion Signature Guarantees.

Fast, reliable, and digital verification for your financial documents, backed by the expertise of North Capital.

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How It Works

We've streamlined the entire process so you can secure your guarantee quickly and from the comfort of your home.

1

Submit Information & Schedule Call

Start by submitting your required information through our secure online portal. Once complete, you will select a convenient time for your mandatory video call with one of our authorized representatives.

2

Video Verification & Witnessing

On the call, our representative will:

  • ✓ Verify Your Identity: We confirm your identity using secure, real-time methods, eliminating the need for an in-person bank visit.
  • ✓ Witness the Signing: You will sign the necessary document(s) while under the direct observation of our representative.
3

Submit Signed Documents

Immediately following the video call, you will submit the signed document(s). Once verified, we can affix the official Medallion Signature Guarantee stamp.

4

Submission to Transfer Agent

After stamping, the signed documents will be sent directly to the transfer agent by North Capital.

Track Your Progress

You will never have to guess where your documents are. Through your personal Medallion Direct account dashboard, you can easily track the status of your guarantee at every step, from submission and scheduling to final return shipping.

Why Choose MedallionDirect?

Low Flat Cost

Only $35 per stamp—a significantly lower cost than traditional options.

Online Convenience

Complete ID verification and signing witnessing via video call from home.

Speed and Reliability

Fast processing and submission directly to transfer agent.

Total Transparency

Easy, real-time tracking of your document through every step of the process.

About MedallionDirect

MedallionDirect is a service run by North Capital. North Capital is a leading provider of transaction technology and brokerage services for the primary issuance of exempt securities, and we are driving the evolution of clearing, custody and secondary markets through innovation using distributed ledger technology (blockchain).

We create and deliver services, utilizing our proprietary API functions and investor platforms through our SEC-registered broker dealer, North Capital Private Securities Corporation. Accredited.am is another service offered by North Capital for accredited investor verification. Since 2017, we have been involved in developing open source smart contract technology and the tokenized securities market, with the conviction that blockchain technology will transform private markets.

Our Registered Investment Advisor, North Capital Inc. was founded in 2008. The firm’s founder, Jim Dowd, started the firm after spending 20+ years as an Institutional Asset Manager, with the goal of bringing institutional-grade advice to retail clients. North Capital Inc is headquartered in Salt Lake City, UT, with a branch office in Sea Island, GA.

Frequently Asked Questions

General Information

What is a Medallion Signature Guarantee? ▼
A Medallion Signature Guarantee is a stamp that guarantees the authenticity of a signature when transferring securities (such as stocks, bonds, or mutual funds). It protects shareholders by preventing unauthorized transfers and ensures the transfer agent accepts the transaction.
Why do I need one? ▼
You typically need one when selling, transferring, or redeeming securities held in physical certificate form, or when changing the registration of ownership on certain accounts (e.g., estate transfers). It protects all parties involved from fraud.
Is this the same as a Notary? ▼
No. A notary public only verifies that the person signing the document is who they claim to be. A Medallion Signature Guarantee accepts liability for the authenticity of the signature, the legal capacity of the signer, and the signer's legal authority to sign the document.

Service Details

What are the transaction limits? ▼
The maximum dollar limit for a guarantee is determined by the guarantor institution's coverage limits. These will be confirmed during the application process based on the value of the assets you are transferring.
What documents are required? ▼
Generally, you need the transfer document requiring the guarantee, proof of ownership of the security, and government-issued photo identification. For specific cases like trusts or estates, additional legal documentation will be required.
Why use MedallionDirect? ▼
Many traditional institutions only provide guarantees for their own account holders. MedallionDirect specializes in assisting individuals who want a streamlined, remote alternative to the bank trip, offering lower costs and expert guidance.