For the DTC election, I used the following information:
- DTC number: 0534, Interactive Brokers
- DTC Participant Contact Name: Transfer Desk
- DTC Participant Telephone Number: 1-312-542-6901
- Email address of DTC participant/broker:
[email protected]These are as advised to me by IBKR.
For the DWAC, as per my post above, all I did was search by symbol for CREV and enter the number of shares.
I was not asked to prove that I own them, or given any feedback at all. Two business days later I had the shares. I will note however:
- I have been a customer with them for a year and have other shares held there
- I had cash in my account to cover the DWAC cost
I can't comment on whether it's worth the risk of submitting a DTC for IB if it means you can't submit one for a different broker - it worked out for me, and I hope it works out for everyone else also, but YMMV.