30+ Medallion Signature Guarantee Locations (2025)

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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 securities, signing important documents, or handling other transactions that require this type of guarantee, knowing where to get it is crucial.

The good news is that there are various places you can turn to for help. In this article, we will explore the 35 Medallion signature guarantee locations in the United States, focusing on the key financial institutions where you can typically obtain this service. We’ll also provide insights into the process, requirements, and 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 securities, signing certain documents related to stocks, bonds, or mutual funds, and for other financial transactions that need an extra level of assurance. Unlike a regular notary public, an MSG carries legal weight, protecting 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 banks, credit unions, and 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 services, but usually, this 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 Guarantees, typically available to customers who hold certain types of accounts with the bank.
2. Wells Fargo – Wells Fargo also provides this service at certain branches. However, you must be a customer of the bank.
3. Chase – As with other large financial institutions, Chase offers Medallion Signature Guarantees to their customers, especially those who maintain eligible accounts.
4. Citibank – Citibank branches may also provide this service to their account holders, but 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 West, Capital One, Digital Credit Union in New Hampshire and Massachusetts, Citizens Bank, Dollar Bank in Pennsylvania and Ohio, Fifth Third Bank, First Interstate Bank, First Midwest Bank, First Republic Bank, HSBC, KeyBank, Northwest Bank, PNC Bank, Regions, TD Bank, Union Bank & Trust.

These are just a few examples, and many other smaller regional banks and savings institutions may also offer the service. However, as a general rule, you must be an account holder to use this service, and not all branches of these banks offer the guarantee. Therefore, always call ahead to confirm availability.

Credit Unions

Credit unions, especially larger ones, are 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 Federal, the largest credit union in the U.S., provides Medallion Signature Guarantees for its members.
2. State Employees’ Credit Union (SECU) – SECU, based in North Carolina, offers this service to its members, but as with other institutions, you’ll need to be a member to access the benefit.
3. SchoolsFirst Federal Credit Union – Another large credit union, SchoolsFirst offers this service to members in specific locations.
4. Alliant Credit Union – Alliant also provides Medallion Signature Guarantees, but only to their existing members.
5. San Diego County Credit Union – SDCCU is known to provide this service to its customers, with certain eligibility requirements.

Credit unions often provide personalized service, and the process of obtaining a Medallion Signature Guarantee may be more straightforward. However, membership is a requirement, so 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 holders, typically those who hold stocks, bonds, or 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 holders, especially those with certain account types, such as brokerage or retirement accounts.
2. Fidelity – Fidelity is another major firm that offers Medallion Signature Guarantees, typically available for customers who hold brokerage accounts.
3. E*TRADE – E*TRADE, now owned by Morgan Stanley, also provides Medallion Signature Guarantees to its account holders.
4. TD Ameritrade – TD Ameritrade is another prominent firm offering this service to its customers, especially those involved in the stock market or other securities trading.
5. Vanguard – Vanguard offers Medallion Signature Guarantees to customers who have accounts with the firm, particularly for transactions involving mutual funds or ETFs.

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

Requirements for Obtaining a Medallion Signature Guarantee

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

1. Being an Account Holder – Most institutions will require you to be a customer of the bank, credit union, or brokerage firm in order to receive the Medallion Signature Guarantee.
2. Valid Identification – You must present valid government-issued identification, such as a passport or driver’s license, to verify your identity.
3. Account Status – Some institutions may require you to have maintained an account for a certain period, such as six months, before they will provide the service.
4. Documentation – You must bring the specific documents that require the Medallion Signature Guarantee. These could include securities transfer forms, stock certificates, or legal documents that need authentication.

The Process of Obtaining a Medallion Signature Guarantee

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

1. Contact the Institution – The first step is to contact the bank, credit union, or 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. Therefore, you’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 Guarantee, along 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 appointment, you’ll meet with an authorized officer who will verify your identity, review your documents, and affix the Medallion Signature Guarantee to your paperwork.
5. Complete the Process – Once the officer has provided the Medallion Signature Guarantee, the process is complete. You may need to submit the paperwork to a transfer agent or issuer, depending 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 public, which only verifies your identity, a Medallion Signature Guarantee is a more formal and secure process, typically 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 Guarantee, consider 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 securities, stock transfers, or other financial documents. It ensures that your signature is legitimate and protects against fraud.

Can I get a Medallion Signature Guarantee at any bank?

No, Medallion Signature Guarantees are typically only available at certain branches of banks, and you must be an existing customer of the bank. Some large banks like Bank of America, Wells Fargo, and Chase offer the service, but 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?

Yes, most credit unions, such as Navy Federal Credit Union and State Employees’ Credit Union, provide 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 Schwab, Fidelity, E*TRADE, TD Ameritrade, and 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 Guarantee, you will need to bring a valid government-issued photo ID, such as a driver’s license or passport. Additionally, you must bring the documents requiring the signature guarantee, such 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 period, such as six months, before they will provide a Medallion Signature Guarantee. However, the exact time frame can vary by institution, so it’s best to check with your bank directly.

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

No, a 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 transactions, such as securities transfers.

Do all branches of a bank offer Medallion Signature Guarantees?

No, not 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 Guarantee, you 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 transactions, and knowing where to get one can save you a lot of time and frustration. Whether you are a customer of a bank, credit union, or brokerage firm, there are many Medallion signature guarantee locations across the U.S. that can assist you.

The key is to ensure that you meet the requirements, bring the necessary documents, and understand the process. By following the steps outlined in this guide, you’ll be well on your way to successfully obtaining a Medallion Signature Guarantee for your important transactions.