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computershare-transfer

Transfer or sell all ESPP shares from Computershare to another brokerage or account.

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 for a transfer:

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

DTC and ACCOUNT_NUMBER are not needed for selling.

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

Transfer

In a terminal, run python transfer.py. Selenium will open a headless Chrome window (aka you won't see anything) and automate the transfer of all whole shares to your chosen brokerage.

Sell

An electronic payment needs to be setup for a sale to avoid fees and charges.

In a terminal, run python sell.py. Selenium will open a headless Chrome window (aka you won't see anything) and automate the sale of all shares to the first electronic payment option.

Multiple electronic payment options have not been tested.

Warning

This will transfer all whole shares to your chosen brokerage or sell all shares to the first electronic payment option.

Use at your own risk.