computershare-transfer

Transfer ESPP shares from Computershare to another brokerage

Dependencies:

selenium
webdriver-manager
Chrome for the webdriver
python-dotenv

Installation/Setup:

Install dependencies using pip install -r requirements.txt
Install Chrome

Variables:

These are environment variables:

USERNAME : Computershare username
PASSWORD : Computershare password
COMPANY_NAME : Company name
DTC : DTC for brokerage
ACCOUNT_NUMBER : Account number for brokerage

You can define using whatever method works best for you (export in .bash_profile, define in Python console, or just define in the script), or you can create a .env file in the following format:

# .env file
USERNAME=username1
PASSWORD=password
COMPANY_NAME=company
DTC=0000
ACCOUNT_NUMBER=X12345678

Usage:

In terminal, run python transfer.py. Selenium will open a new Chrome window and automate the transfer of all whole shares to your chosen brokerage.

Warning

This is incomplete and still needs cleanup. If it works, this will transfer all whole shares to your chosen brokerage.

Use at your own risk.