Liquidating Your Computershare Stocks Online

 In Asset Protection Planning, Elder Law, Long-Term Care, Medicaid Planning

Stocks are considered a countable asset for Medicaid qualification. Sometimes, a Medicaid plan may involve liquidating stocks, and planning with the proceeds. If you need to liquidate your Computershare stocks, follow these instructions:

  • Go to
  • If you already have an account, click Log In, and enter your username and password
  • If you don’t already have an Investor Center account, click Create Log In
    • You will need to enter your social security number, zip code, and the company you own shares in.
    • Follow the prompts to create an account
    • An email will be sent to you containing a link to confirm the email address. Once you receive this email, click on the link to confirm your email address.
  • Once you are logged onto Investor Center, you will be on the Portfolio Page. Click on the purple arrow next to the stock you would like to sell.
  • On the right-hand side, place your mouse on the Select Action button to expand the drop-down window, and click on the Sell option
  • Proceeds will be mailed to you in the form of a check from Computershare

If you have specific questions regarding asset protection planning and Medicaid eligibility, the experienced elder law attorneys of Bach, Jacobs & Byrne, P.A. are here to assist you. Call us at (941)906-1231 to set up a consultation.


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