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CUSIP Checklist by Brad Tipton Questions? Contact Brad at

This document provides a 12 step checklist for looking up a CUSIP (Committee on Uniform Securities Identification Procedures) number using Fidelity.com. It explains how to enter a birth certificate number to find stock symbols, then use the symbols to search for and find the associated CUSIP number and birth certificate value displayed on Fidelity pages. Finally, it mentions that the CUSIP can be used to create a promissory note to discharge debt, and offers to provide more details on that process.

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Sim Cooke
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87% found this document useful (15 votes)
5K views12 pages

CUSIP Checklist by Brad Tipton Questions? Contact Brad at

This document provides a 12 step checklist for looking up a CUSIP (Committee on Uniform Securities Identification Procedures) number using Fidelity.com. It explains how to enter a birth certificate number to find stock symbols, then use the symbols to search for and find the associated CUSIP number and birth certificate value displayed on Fidelity pages. Finally, it mentions that the CUSIP can be used to create a promissory note to discharge debt, and offers to provide more details on that process.

Uploaded by

Sim Cooke
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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CUSIP Checklist By Brad Tipton

Questions? Contact brad at: [email protected]


Hi, my name is Brad Tipton. I help people learn to learn how to quickly
and inexpensively set up their lives in the Private.

I’m a former negotiator for Wells Fargo, I’m a former licensed mortgage
broker and I’m the former owner of a stock purchasing and selling
company. So, I KNOW what I’m talking about insofar as debt removal,
Promissory Notes, Private Administrative Processes, legal
documentation, stocks, CUSIPS, and banking.

Why do I share this information about my background? Simple, so you


can know the information that I share is “insider” information that you
can’t easily get anywhere else.

Please enjoy the New Rules of CUSIP which has been updated for 2021
and please feel free to contact me with feedback or with questions.

All the Best to you on your journey to live free and empowered in the
Private!

Brad Tipton
[email protected]

CUSIP Checklist By Brad Tipton


Questions? Contact brad at: [email protected]
The NEW RULES OF CUSIP: How To Look Up Your
CUSIP In 10-Minutes Or Less & Use It To Remove
ANY Debt
By Brad Tipton

Step 1:
Go to Fidelity.Com www.Fidelity.com
If you have an account, please use your Username and Password to login.
If you DON’T have an account, create a free account and login once they provide you
with a Username and Password

If you ALREADY HAVE a Fidelity account, you may see the screen below.

Otherwise simply click this link: www.fidelity.com

CUSIP Checklist By Brad Tipton


Questions? Contact brad at: [email protected]
Step 2:
Now you should be at the screen shown below:

CUSIP Checklist By Brad Tipton


Questions? Contact brad at: [email protected]
Step 3:
At the top of the screen, hover your mouse over the tab that says, “News
& Research” and in the drop-down, click the tab that says, “Quotes”

CUSIP Checklist By Brad Tipton


Questions? Contact brad at: [email protected]
Step 4:
Okay, the screen shown below is where you will put in your birth
certificate number.
>>> BUT WAIT << you may have to play with the number a bit because
it may not accept your birth certificate number exactly the way is shows
on your birth certificate.
So, FIRST, try putting in your birth certificate number just as it shows
on your birth certificate. Then hit the “Quote” button.
Some birth certificate numbers have dashes. So, try it with the dashes
and if that doesn’t work, substitute the dashes with spaces.
Like I said, you may have to play with it a bit. Then hit the “Quote”
button.
For example, my birth certificate number has a total of 10 numbers, and
it has dashes between, but it didn’t work when I used the dashes. So, I
put spaces in instead of dashes and it worked fine.
You may have to play with it a bit but yours will ultimately work, too

CUSIP Checklist By Brad Tipton


Questions? Contact brad at: [email protected]
Step 5:
After I hit the “Quote” button below is the screen I arrived at:
You’ll notice at the top of the screen in YELLOW it says some of the
numbers in my birth certificate number are “unknown”. That’s okay as
long as some of them work.
As you gaze down the image below, you’ll see in RED the numbers that
were UNKNOWN and not usable.
But in YELLOW you can see the numbers that were just fine.
By the way I blotted out the STOCK SYMBOL so I wouldn’t be
showing my private information.
You noticed I used the word “STOCK SYMBOL”.

When you find your STOCK SYMBOL or SYMBOLS (because there


could be more than one), please write your STOCK SYMBOL down on
a separate sheet of paper because you’ll need it later.

CUSIP Checklist By Brad Tipton


Questions? Contact brad at: [email protected]
Step 6:
Go to the following website:
https://institutional.fidelity.com/app/item/RD_13569_28340/funds-
products.html?pos=T

Step 7: And you will arrive at the screen shown below:

CUSIP Checklist By Brad Tipton


Questions? Contact brad at: [email protected]
Step 8:
You’ll see an area called “Fund Finder” and you’ll see a box just the
right.
>>> LISTEN CAREFULLY HERE, PLEASE <<<<
Here is where you enter your STOCK SYMBOL BUT as soon as you
enter the last letter of your stock symbol there will be a DROP DOWN
BOX.
So, go slow and WAIT for the drop down box and INSIDE the drop
down box CLICK the tab that says
“Search Products & Pricing”

CUSIP Checklist By Brad Tipton


Questions? Contact brad at: [email protected]
Step 9:
You will arrive at the screen shown below

CUSIP Checklist By Brad Tipton


Questions? Contact brad at: [email protected]
Step 10:
Scroll down and on the left, you will see a box that says, “FUND”
CLICK the box that says, “Fund”
See the screen below.

CUSIP Checklist By Brad Tipton


Questions? Contact brad at: [email protected]
Step 11:
YAY! YOU HAVE ARRIVED!
The screen where you arrive will show your CUSIP on the right.

The screen will show the value of your birth certificate on the left.
For example is it says $35.50 that means the value of your birth
certificate is $35.5 Million Dollars

STEP 12:
Now simply use the CUSIP to create a Promissory Note
and discharge your debt.

IF YOU’RE NOT SURE HOW TO USE YOUR CUSIP AND THE VALUE OF YOUR BIRTH
CERTIFICATE TO REMOVE DEBT, THEN I AM HAPPY TO WALK YOU THROUGH THE PROCESS.

For Details Click HERE NOW


:Brad-Edward. Tipton.
[email protected]

CUSIP Checklist By Brad Tipton


Questions? Contact brad at: [email protected]

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