by hale2 Mon Apr 23, 2018 2:24 pm, Post Good move to transfer the shares from Computershare. Ask your broker how they alert customers once the transfer is complete. Employee Online. The Cash Back can be kept in your CMA for fee collection, withdrawn or moved into whichever Fidelity Personal Investing account you choose. John C. Bogle: Simplicity is the master key to financial success. Exit and account closure fees reimbursement must be claimed within a 6 month period from date of transfer of the customers investments to Fidelity. Call was painless and customer service rep didn't bat an eye or give me any questions about the request. Pre-qualified offers are not binding. Remember, youre looking for a better alternative dont settle for less. If you later sell, or otherwise dispose of the stock, you will be subject to income tax on the full amount you receive from the sale, as the cost basis is zero (see Demutualization Cost Basis below). Please review the plan prospectus for a comprehensive description of the plan's terms and features. If the customer is transferring investments to more than one provider from their former provider at the same time, Fidelity will only reimburse the fees which are incurred as a result of direct transfer or re-registration to Fidelity. It wasn't particulary difficult. by Philip260 Wed Jun 03, 2020 2:53 pm, Post This taxable income would usually be treated as capital gain. Research supports our commitment to innovation and our pursuit of moving health forward. I did not get involved or have any communications with CS. for details. The minimum transfer value is 100 unless the transfer is from another provider and youre immediately going to start taking money from it, then the minimum is 50,000. If you are interested in purchasing Elevance Health common stock, you have a few options. administrator, executor/executrix, guardian or court appointed representative) If youre a margin trader, Fidelity may not have the best rates, so youll want to explore brokers with low-margin accounts to reduce the cost of your margin trades. When you transfer your shares out of a drip to a new broker and close the drip account where the dividends were automatically reinvested what happens to the dividends going forward? Over the years I have transferred shares from CS to Schwab. This offer is not open to those that transfer via an adviser or intermediary. Right, the information I pulled from their wikipedia blurb is: Computershare Limited is an Australian stock transfer company that provides corporate trust, stock transfer and employee share plan services in a number of different countries. Bitcoin and Ethereum. Since most online brokers now charge $0 for stock and ETF trades, they are now much cheaper than a transfer agent. My call lasted 12 minutes and only because I kept needing her to repeat stuff as well as get my transaction number AS WELL AS asking her questions. Transfer was done in about 2 days. The Offer will also not apply to assets that are currently held in a product/account provided or administered by any company within Fidelitys group of companies which are transferred to another provider and then moved to Fidelity Personal Investing. Authorized 3rd party (Authorized to act on behalf of a shareholder (e.g. The guy I called was super nice and accommodating and didn't try to persuade me otherwise. Account eligibility limited to teens aged 13-17. The completed Exit Fee Reimbursement Form and documentary evidence of the charge will need to be provided in order for the exit fees to be reimbursed to the customer. Many or all of the products featured here are from our partners who compensate us. by destin Tue May 15, 2018 3:58 pm, Post Went with Fidelity. 3. Ended up being a major hassle so I donated that stock to my Fidelity DAF. To initiate the transfer of securities from one broker-dealer to another, youll need to complete the Transfer Initiation Form (TIF) and send it to your new broker. Like money market mutual funds, most proprietary mutual funds can only be held by the issuer and cannot be transferred. For those who received shares, the number of shares received was determined based on an actuarial formula calculated for each eligible line of business. The company offers ETF research from multiple providers and options strategy ideas from options analysis software LiveVol. Fidelity's broker-assisted trade fee is higher than we like to see, at $32.95. 2. by abuss368 Mon Apr 23, 2018 3:36 pm, Post About 5 years ago I was trying to figure out what to do with a paper certificate for a closed-end income fund ("Voyageur Colorado Insured Municipal Income Fund") that my father bought in 1992. After performing some due diligence and confirming your decision as the right one, its time to open an account with your new broker. FAQs. by jadedfalcons Sat Sep 29, 2018 1:09 pm, Post Several years ago I tried to transfer Computershare stocks to Vanguard. To change the address associated with your health benefit plan, please call the customer service number that is associated with your insurance membership which is typically located on your insurance identification card. fidelity shares are owned by DTCC and CS puts your shares in YOUR name. After all, transferring ought to be the specialty of a. I plan to hold on forever , https://www.reddit.com/r/Superstonk/comments/plyne9/turning_skeptics_into_believers_computershare/?utm_source=share&utm_medium=web2x&context=3. Fidelity Transfer to Computershare agent Hype/ Fluff Waiting for a review survey but wanted to give a big shout-out to Julia Burke. Alternatively, access Computershares Quick Access Hub for easy access to tax forms, account statements, mailing address updates, direct deposit and replacement checks. My recollections are that the transfers were quick and went smoothly. The normal advice on this forum is to pull shares when you transfer brokers. Fidelitys highly rated app includes real-time quotes, multi-leg options trading, a consolidated version of the companys research offerings, and a notebook where you can save ideas and articles from your mobile browser. Opinions and memes welcome. It doesn't appear in any feeds, and anyone with a direct link to it will see a message like this one. Initial Public Offering - October 2001, Purchase directly through our transfer agent, Computershare. Fidelity is a comprehensive online brokerage that suits both rookies and experienced traders alike. Ultimately, youll have some trade-offs to make, so be sure to pick what works for you. Employee equity compensation transactions and accounts managed by advisors or intermediaries through Fidelity Clearing & Custody Solutions are subject to different commission schedules. Tiers apply. Computershare to determine if there are any limitations applicable to your particular sale request. Use code FIDELITY100. If you currently own a margin account, youll need to open a similar account with your new broker. Once your new broker (the receiving firm) receives your TIF, it initiates the process by establishing communication with your current broker via ACATS. The minimum transfer value is 1,000 unless the transfer is from another provider and youre immediately going to start taking money from it, then the minimum is 50,000. Effective 6/28/2022, we became Elevance Health, Inc. and changed our stock ticker symbol from ANTM to ELV. Both free for all customers. The final output produces star ratings from poor (one star) to excellent (five stars). We promote offers on a regular basis. It has a convenient website where customers can login and check transactions, holdings, balances, and other information. Workplace Pensions - International employee, Select 50: our favourite funds - selected by experts, read our transfer guide, Moving your investments to Fidelity, complete the corporate nominee transfer instruction form, can change the cookie settings and view our cookie policy, The promoter of this offer is Financial Administration Services Limited (. by Horsefly Fri Sep 28, 2018 9:02 pm, Post Anthem, Inc. Name Change to Elevance Health, Inc. June 2022, Anthem, Inc. Dematerialization December 2014, WellPoint, Inc. Name Change to Anthem, Inc. December 2014, Amerigroup Corporation acquisition December 2012, WellChoice, Inc. acquisition December 2005, WellPoint Health Networks Inc. acquisition/WellPoint, Inc. Name Change November 2004, Trigon Healthcare, Inc. acquisition - July 2002, Anthem Insurance Companies, Inc. Demutualization and Anthem, Inc. 3. There are also transaction fees for any direct sales made through the system. Fidelity uses cookies to provide you with the best possible online experience. For more details about the categories considered when rating brokers and our process, read our full methodology. Kevin Voigt is a former investing writer for NerdWallet. Read more. Reach Our regulatory expertise in jurisdictions worldwide allows us to manage all cross-border financial transactions seamlessly. How do I transfer my stock, change the mailing address on my shareholder account, order a dividend check replacement or enroll in ACH direct deposit? Fidelity reclaim any Cash Back by withholding an amount prior to transferring or re-registering your assets to another provider. Read more about what you can transfer and how it will work. If you hold a particular share class of an investment that we do not offer, we will sell your investment after we re-register it and move the proceeds into a share class that is available on our Investment Platform. The glitter in CS isn't for everyone. The Medallion Signature Guarantee provides the transfer agent assurance that the person signing a transfer form is authorized to do so. Customer support options (includes how easy it is to find key details on the website). 8. Authorized 3rd party (Authorized to act on behalf of a shareholder (e.g. You could be running away from Fidelity due to the higher margin rates only to land on a broker who charges higher commissions on traders. You will also need to open an Investment Account with us if you don't already have one. Chris Davis is an assistant assigning editor on the investing team. As with Fidelity, youll probably not need any special onboarding once you open an account with a new broker. Computershare does not charge any fees for account maintenance or stock transfers. Yes, I was one who only moved a small portion over (20%). It was a cinch because I dealt only with ME. by aida2003 Wed Dec 29, 2021 9:22 pm, Post Mutual funds that charge transaction fees will cost $49.95 to buy, $0 to sell. Stocks. On 5/31/2005, WellPoint, Inc. (now known as Elevance Health, Inc.) common stock underwent a 2 for 1 stock split in the form of one share for each outstanding share to shareholders of record on May 13, 2005. For example, a number of offshore funds cannot be re-registered. Integrity, transparency, and a commitment to excellence inspire business operations and corporate governance at Elevance Health, all to pursue our purpose: improving the health of humanity. You are best served if you dont execute any trades during the transfer process. Can I sell my stock directly through Elevance Health or do I need to use a broker? Fidelity has done away with nearly all account fees, including the transfer and account closure fees that are commonly charged by brokers. Your holding period or acquisition date is the start date of your policy and your sell date is November 2, 2001. This is NOT a broker-to-broker transfer, this is a transfer to an official registrar, a transfer agent to get shares in your name. I just did this about 3 weeks ago and it went without a hitch. Plus, get 30 to 500 cashback. 11. Muted-Translator5915 If you want to sell you shares during MOASS, I would leave them in Fidelity. All financial products, shopping products and services are presented without warranty. For general questions and concerns, please contact Elevance Health Shareholder Services at: Email: shareholder.services@elevancehealth.com, By Mail to: Shareholder Services Department Fidelity has two trading platforms, Fidelity.com and Active Trader Pro. Having multiple ISAs can be complicated and costly. Please review the Plan Prospectus for details on our program. Even tho I was her one hundred thousand billionth person calling in for DRS transfer, she was still kind, understanding, and more than willing to spend some extra time on the call to answer my questions. Fidelity has a strong reputation for its mutual funds: The broker scores well across every funds category with a large selection of no-transaction-fee funds, including its Fidelity Zero index funds, which have no expense ratio and no minimum investment requirement. To get the best experience of our website and enhanced security, pleaseupdate your operating system. The customizable platform includes intuitive shortcuts, pre-built market, technical and options filters, advanced options tools and a multi-trade ticket that can store orders for later and place up to 50 orders at a time. I am the executor of an estate in which the shareholder is deceased. Fidelity doesnt offer volume discounts on options. Enjoy learning & passing on knowledge. The amount of the gain on WellPoint Health Networks shares is the excess, if any, of (i) the sum of the cash and fair market value of WellPoint, Inc. stock received, over (ii) your cost of the WellPoint Health Networks stock (your tax basis). 2. Fidelity was already a leader for low-cost commissions, but the company eliminated commissions in 2019 for U.S. stock, ETFs and options trades. Discussing the account transfer process with your new broker can help ensure the process is a success. Its articles, interactive tools and other content are provided to you for free, as self-help tools and for informational purposes only. Where is Elevance Health's corporate headquarters? Please keep in mind that youll need to make a one-off payment or start a regular savings plan to open an account. The company does not offer futures trading and its cryptocurrency offering is limited. The closing price of Anthem stock on 7/31/2002 was $67.88. Pay attention folks. Our opinions are our own. Become a NerdWallet member, and well send you tailored articles we think youll love. We believe everyone should be able to make financial decisions with confidence. If you transfer more than one product the Transfer Date will be the date when all the transfers have been completed. None of this is financial advice. They quoted 7 days, it was done in 4. NerdWallet's ratings are determined by our editorial team. If you dont want to sell your shares, you can transfer them to Computershare and direct register them in your name. Mutual funds. Fidelity will reimburse the exit/redemption fees charged to a customer by their former provider/s when they move their investments (minimum of 100) to Fidelity Personal Investing, up to a maximum amount of 500 per customer. In most cases, the broker youre leaving behind wont spare you if you choose to transfer your assets to another brokerage but Fidelity lets you transfer assets at no cost. Providence, RI 02940-3078, Computershare Courier Delivery (FedEx or UPS) Address: The war among brokers to cut mutual fund fees has brought good changes to Fidelity: The company was the first broker to bring to market index funds with absolutely no expense ratio: the Fidelity Zero Total Market Index Fund, the Fidelity Zero International Index Fund, the Fidelity Zero Large Cap Index Fund and the Fidelity Zero Extended Market Index Fund. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. This offer does not apply to any investments linked to an Adviser / Intermediary or third party. Personally I wouldnt risk it unless they were shares I plan on holding forever. You also have the option to request printed financial materials by completing an Information Request Form. by retouch1213 Fri Sep 28, 2018 2:15 pm, Post A research firm scorecard evaluates the accuracy of the provider's recommendations. Vanguard told me they weren't needed for Computershare. * Re-registration is not available for some products on the Fidelity Investment Platform. See Fidelity.com/commissions for details. If you are an Elevance Health associate, you also have the option to invest in the Elevance Health Stock Fund through your 401(K) Plan which is administered by Fidelity. Benzingas list of recommended brokers is a good place to start your search for Fidelity alternatives. Once the account holder reaches 18, the account will be a standard brokerage account. Who is Elevance Health's independent registered public accounting firm? For more details about the categories considered when rating brokers and our process, *$0.00 commission applies to online U.S. equity trades and Exchange-Traded Funds (ETFs) in a Fidelity retail account only for Fidelity Brokerage Services LLC retail clients. By accepting all cookies, you agree to our use of cookies to deliver and maintain our services and site, improve the quality of Reddit, personalize Reddit content and advertising, and measure the effectiveness of advertising. I did have 10 shares of a physical shares that mucked things up. The scoring formula for online brokers and robo-advisors takes into account over 15 factors, including account fees and minimums, investment choices, customer support and mobile app capabilities. Fractional shares. Post Every batch order has a transaction fee of $15.00. W We are not in a position to advise you, and are not advising you on, or making any representation concerning, your tax basis in our common stock. Any transferred assets will be subject to the applicable client terms for the product your assets have been transferred to. Examples are hypothetical, and we encourage you to seek personalized advice from qualified professionals regarding specific investment issues. Ernst & Young LLP has served as our independent registered public accounting firm since our initial public offering in 2001. And don't be embarrassed to ask them to repeat their name. Informational purposes only is limited feeds, and anyone with a direct link it. Make, so be sure to pick what works for you decisions confidence., pleaseupdate your operating system Every batch order has a transaction fee of $ 15.00 more! Moved into whichever Fidelity Personal investing account you choose Davis is an assistant assigning editor on website. 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Your holding period or acquisition date is the master key to financial success our stock ticker symbol ANTM! Products featured here are from our partners who compensate us Post a research firm evaluates. Leave them in your name Sep 28, 2018 3:58 pm, Post went with Fidelity, youll to... Went smoothly of an estate in which the shareholder is deceased assets to another.! Evaluates the accuracy of the plan prospectus for a review survey but wanted to give a big shout-out Julia. With the best possible online experience pleaseupdate your operating system operating system compensate us without... Your particular sale request a broker all financial products, shopping products services... Me otherwise example, a number of offshore funds can not be transferred the closing price Anthem...
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