How To Check Your Total Commissions & Fees on Fidelity. I can't find it anymore, so go figure. 0000014350 00000 n "I already have a CS account, will another account be created if I transfer more shares later?" Your shares are held in book-entry form. 1996 - 2023 Computershare Limited. When you receive the verification code letter: If you have any corrections, or know of any other brokers, please let us know through the. Why I'm Transferring Stock from Computershare Here are the main reasons why I'm transferring stock to TD Ameritrade: To pool the dividends and diversify into other stocks To save $12 on fees in the Verizon DRIP plan To deal with one less form 1099-DIV at tax time It's easier to track cost basis from now on. If you have bought all the dips Shitadel has given you, you might need to fill more than one table as follow: Investment Name: GameStop Corp / CUSIP: 36467W109 / Shares: 5 / Lot Acquisition Size: 02/02/2021 / Lot Acquisition Cost: $3, Investment Name: GameStop Corp / CUSIP: 36467W109 / Shares: 10 / Lot Acquisition Size: 03/03/2021 / Lot Acquisition Cost: $15. Please note, part of the process is to give a question with zero correct answers. If you are transferring a US shareholding from Computershare such as Thomson Reuters or Mondelez International, you will also be required to complete a W-8BEN form. htW TnjZ\UIUG5j. Return. I've made a blank template you can use here you can use as an attachment. u/PM_Your_Green_Buds has written a post for Canadians about delays. Weirdly enough, the shares are still in the Fidelity account, too. In my case, it took 3 days. The stock you want to transfer along with CUSIP and quantity. This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $100. You will need to send a letter of instruction (ie: "yo, change this to what i want!"). DTC# 7807. - Once again, you have to be clear about your investment strategy. Before transferring, you may want to contact the Transfer Agent to determine if there are any fees for their services and what the process is if a shareholder decides to sell their shares. Step 1. With IBKR it's a simple process, I am currently in it. They have a form allowing to do a Transfer out for DRS. Make it clear you just transferred shares, do not have a registration yet, and don't want to wait for regular post. If not, then it will take another 2-3 business days. Double-check that you won't need the $500 deposit. I currently own 300 shares of GME (Gamestop) in my Computershare brokerage account. They haven't provided a form but based on what I learnt from compiling this thread, I've been proactive in what I'm providing. You'll need to provide the following details: # NOTE: You don't need to open a CS account, E*Trade will take care of it# IMPORTANT: You need sufficient funds on your account when starting this process.# IMPORTANT 2: Using the phone method, you can transfer without the fund requirement.# FEES: None but you will need $US500 on your account as a guarantee until E*Trade confirms that GME is an on-exchange security (NYSE) with a registrar.# PROCESS COMPLEXITY: # TIMING: 5-10 days# METHOD: Preferred method: Phone . SuperStonk Post: When you wish upon a star - a complete guide to Computershare. Call the following number 800-392-5749 and ask to initiate a Direct Registration of Shares Transfer to Computershare. Your account number, full name, SSN/Tax ID. As a result, some investors were not able to transfer their GME shares to Fidelity. Gamestops stock split that occurred on July 21, 2022, did not affect the ability to DRS shares of GME. The transfer process will take about 4 business days. From here you can follow the Fidelity guide located. brochure outlines what DRS means to you as a shareholder. As the Company's transfer agent, Computershare keeps a record of your shares on the Company's register of owners. For security reasons we do not recommend giving this information to your broker. Copyright 2023 UseFidelity | About Me | This site is not affiliated or endorsed by Fidelity Investments Inc. How to DRS Your GME Stock Share to Fidelity, Fidelity (MMH2000) Bank Transfer Cannot Be Processed, How to Fix Fidelity App Not Working or Wont Open. If you are not planning on selling these, why do you care if they are in transit? This is for issuance of a Certificate, not a DRS transfer. Type a quick message and include your signed attachment. I did this process and was told by fidelity they require an account number so I have to do it all over again. In GameStop's case that's: Computershare US. Box 505005, Louisville, KY 40233-5005. 0000040821 00000 n Fidelity New Trading Dashboard Is Now Available, Fidelity Private Client Program Benefits & Requirements, Fidelity (149009) Were Sorry, but Your Account Isnt Eligible. For more information, you can refer to our most recent Hot Topic post: Direct Registration System (DRS) Transfers and how we lend shares. I need information on mortgages and liens, I am a debtholder or any other securityholder, instructions how to enable JavaScript in your web browser, Log in to Employee Online to manage your details and transact, Help for shareholders and their representatives, Log in to Investor Centre to manage your details and transact, I received a Lost Holder Verification Notice, Retain a registered plan trustee for investment firms and mutual fund dealers, Arrange for other corporate trust services, Stay ahead of regulatory and market issues, Full service administration for your equity awards, Stay compliant and minimize business risk, Ensure compliance with regulatory filings. You might need to provide the following details: Your account # with Fidelity Your DOB, SSN and current address How many shares you'll want to transfer and the method. International apes can certainly buy and transfer into CS. Mais oui! Each investor is responsible for their own decisions. If you are ready to start the process of direct registration (DRS) for a non-retirement Fidelity account, please give us a call. I called Fidelity to initiate a DRS transfer of my shares to Computershare! Is that possible? First In, First Out aka FIFO - The first shares you bought will be transferred first. The number of shares to transfer and the preferred cost basis calculation method for determining "which" shares would be transferred. They will start the process. Your Public account number, full name, phone number, email address, Tax ID/SSN. Hope this clears things up! If you ask Fidelity, they can reimburse the $75 transfer fee. For some of these DRS, you'll need a few details like ComputerShare address, etc. I need information on mortgages and liens, I am a debtholder or any other securityholder, instructions how to enable JavaScript in your web browser, Log in to Employee Online to manage your details and transact, Help for shareholders and their representatives, Log in to Investor Centre to manage your details and transact, I received a Lost Holder Verification Notice, Retain a registered plan trustee for investment firms and mutual fund dealers, Arrange for other corporate trust services, Stay ahead of regulatory and market issues, Full service administration for your equity awards, Stay compliant and minimize business risk, Ensure compliance with regulatory filings. 0000018659 00000 n Best to go buy a share on computer share then drs from fidelity. Transfer agents, such as Computershare, may have an IRA option available for shareholders of certain stocks; however, Fidelity simply does not have the ability to DRS shares directly from a retirement account. The stock (GameStop), its ticker (GME), and its CUSIP (36467W109). Hey OP u/da_squirrel_monkey in your blank there is Tax # - what if im not from US and dont have one? I was instantly allowed access to my account (no waiting in the mail as I've seen reported here.) You'll need to set up your account with personal details, 3 security questions and a password. You need to fill the form called "Transfer Out - Direct Registration System (DRS) and Certificate Request". Call the CS US number on +1 877-373-6374 and press *99 (or 0) twice then state it's for Gamestop. Is It Safe To Link My Bank Account to Fidelity Full View? This sexy ape called u/Bibic-Jr is keeping a good log of all brokers. You can also do Online form, Step 1. If you are still having second thoughts please do not be afraid or hesitate! Computershare, along with Wells Fargo Shareowner Services, Broadridge Financial, and Amstock are all popular stock transfer agents. ._3wvjcIArtO7kKPJabZfZ9S{font-family:Noto Sans,Arial,sans-serif;font-size:12px;font-weight:400;line-height:16px;-ms-flex-align:center;align-items:center;color:var(--newCommunityTheme-metaText);display:-ms-flexbox;display:flex;margin-right:24px;opacity:0;transition:opacity .1s ease-in-out}._3wvjcIArtO7kKPJabZfZ9S._1c98ixuh4QUWO9ERiFID3p{opacity:1}.RtAsN7UrR7u51W5kaOXvp{display:-ms-flexbox;display:flex;margin-left:4px;margin-right:0}._1JRtpiobR4jYtbw-xx1tPO{border:1px solid var(--newRedditTheme-body);margin-left:-7px;transform:scaleX(-1)}._1JRtpiobR4jYtbw-xx1tPO:nth-child(2){margin-top:4px} Box 505005, Louisville, KY 40233-5005. For more information, please see our 4 minutes. Edit: I'm putting a strikethrough this Avanza process as it's been outlined that Avanza is now claiming they can't do a transfer unless a CS account is open. If not, there should be an option in the account management or you could check your statements and list to your brokers the shares you want to transfer. As the Company's transfer agent, Computershare keeps a record of your shares on the Company's register of owners. %%EOF By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. Hm, so you telling me, that i can DRS even if Computershare doesn't represent in my country because IBKR does? Transfer Shares as a Gift - NonRetirement', Transfer Out - Direct Registration System and Certificate Request', Reregister Securities with Transfer agent. Like if you moved them all into there, is it easy to sell and trade them OR are these the infinite pool shares? You'll need a few details ready: Your Fidelity Account #, phone number, the security name (ticker), CUSIP, lot acquisition date and cost. A DRS transfer shouldn't take more than 3-7 days. Many companies offer a DSPP with a DRIP as a way for employees and long-term investors to invest small amounts of money at regular intervals and reinvest dividends with little or no fees. 0000018605 00000 n For me, I want these shares in MY name, not street name. If you don't have an existing Computershare account: If you have an existing Computershare account: To verify online, Computershare will ask some security questions based on info they take from LexisNexis. Computershare applies fees to services and actions enacted through the company as with other financial companies. We will walk you through the process one step at a time. Make a stock purchase. For some of these DRS, you'll need a few details like ComputerShare address, etc. The Direct Registration System (DRS) allows registered securities to be held in electronic form without having a physical security certificate issued as evidence of ownership. 0000001539 00000 n trailer SoFi charges a $115 fee to DRS transfer to Computershare. 0000016289 00000 n Section 4: Your address. 0000023128 00000 n The fastest solution is certainly as an attachment to a secure email sent from your TD Ameritrade account. When it asks you how you want to fund your account, select transfer from another brokerage. This Part 1 covers the biggest US brokers as well as the process to register IRA shares. Why don't Fidelity support transferring retirement shares via DRS? Step 2. Computershare will then prompt you to create your username, password and security questions. The fastest solution is as an attachment to a secure email sent from your Fidelity account. Here is something I found really quickly. Make sure you understand if that works for you and call it out to them if not. This is a repost of my initial DRS series. Step 3. If the shares having been purchased at the earliest several weeks ago made a difference? We have found that holders who use the Transfer Wizard are three times LESS likely to have their request rejected for missing information. Fidelity Total Price Improvement: What Is It? Download, print, fill, scan the Reregister Securities with Transfer agent form, Section 1: Computershare's details as per above (you don't need to fill the Government Securities section), Section 2: Security Description. I understand what an outbound DRS transfer is, and I accept the fees associated with the transfer. It's worth checking if you can't find your broker in Part 1, Part 2, Part 3 or 4. Step 1. Step 2. No Computershare fee for the ACAT transfer to Vanguard. Individuals. Your broker will transfer the shares based on your name and address. Step 2. Step 1. 0000001461 00000 n Buckle up. Then you can enter the verification code. When it asks you how you want to fund your account, select transfer from another brokerage. Dr T has been preaching this for months with CMKM as an example that exposed phantom shares. # Note: You don't need to open a ComputerShare account, IBKR will take care of it as part of the process. hi, my shares got transferred as i understood, but how you got Computershare account? I noticed it doesn't work if your postcode as letters in it. They don't have a form but based on what other brokers are asking, you want to anticipate and provide all the details. Then you can enter the verification code. Investor Center. Receiving firm's details (CS): Name, Address, DTC #, and who you want the shares to be registered to. I have a fidelity cash brokerage account. Access the online request form by going to etrade.com >> Accounts >> Documents >> Forms & Applications >> Deposits & Withdrawals section >> Request a Stock Certificate. You can also use the Chat function. Follow the steps and submit. Head to Contact Us and click on Secure Mail to return the form. Access Employee Equity Plans. # NOTE: You don't need to open a CS account, Ally Invest will take care of it. 0000029900 00000 n I am waiting on my account number. # NOTE: You don't need to open a CS account, JP Morgan will take care of it# FEES: $75# PROCESS COMPLEXITY: #TIMING: 2-4 days# METHOD: Form/Secure Mail or Phone. Step 1. The Transfer Agent's name, DTC number, and address. You would have to deal with CS in the US. If you want to try and save some money, you can transfer to a broker who can DRS transfer for free. Once your account is created, Computershare will send you a verification letter in the mail. Call 1-800-387-2331. Step 2. Access Investor Centre. This is Part 1 of the Step-by-Step Guide to transfer to Computershare out of your broker. Once that's done, CS will ask for a special token code (kinda 2FA)and that code is sent by snail mail. Now that the issue has been resolved, you can go ahead and submit your DRS request. This can be handwritten or typed, but it must be signed with wet ink. How To Contact Fidelity Customer Service (Skip the Wait), How to Transfer from Charles Schwab to Fidelity, How to Transfer Stocks to a Fidelity Roth IRA. You contact Commsec for that form or download it using the link below. Computershare to determine if there are any limitations applicable to your particular sale request. They have a form allowing to do a Transfer out for DRS. I just wanted to share my personal experience transferring shares, to hopefully assist or convince encourage a fence-sitter that this is truly the Simply return your forms (and. Step 2. Step 1. 0000002663 00000 n Fidelity have been known to reimburse up to $75 if asked. W etc). Our team is always happy to help. Step 2. This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $115(US). He knew. Manage your employee portfolio, access tools and support features See page 14 for contact information. 0000001840 00000 n Your account number, your name, your phone number, your email. Step 3. 0000009490 00000 n <]/Prev 51848>> "What happens to my shares once they are 'transferred' to CS?" FYI, you'll need to provide: The lot you want to transfer along with the ticker GME and the CUSIP 36467W109, Computershare's details (DTC # and Address as per above), If you don't have a CS account, just write "To be created by Computershare" or "N/A", # NOTE: You don't need to open a CS account, Schwab will take care of it. # IMPORTANT: You need sufficient funds on your account when starting this process. There is also a possibility of a $115 fee if the transfer is rejected. "How long does it take?" What about selling once theyre in computershare? "Computershare has a shitty ceiling on max sell?" # NOTE: You don't need to open a CS account, Merril Edge should take care of it, # NOTE: Form is set for an automatic First in, First out. Obviously, my IQ is around 3, the same as Stevie C's dick size and I regularly eat crayons for breakfast so this is NOT financial advice. 0000028985 00000 n At that point, they should be able to pull the right form and help you out. ComputerShare is not some shady company. I think they've outsourced some of their live support due to increased volume. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. Indicate the number of shares for which certificates should be issued or a DRS transfer should be processed. # Note: You don't need to open a ComputerShare account, Commsec will take care of it as part of the process. Check the box next to the security for which a certificate should be issued or a DRS transfer should be processed. Time to send it to your broker. If your name and address match exactly, then the transfer will process within the normal amount of time. Optional: If you want the shares ordered in Last In First Out (newest shares transferred first), or First In First Out (oldest shares transferred first). I'm Diego, 38, and I currently reside in New York. 0000015021 00000 n 9 0 obj <> endobj New technologies have increased the accuracy and efficiency of transactions. When you transfer or sell DRS shares, the transaction takes From u/Criand / SuperStonk Post: Direct Registering Shares (DRS) is the MOASS key handed on a golden platter. Reddit and its partners use cookies and similar technologies to provide you with a better experience. Automated Stock Adminstrator's Portal Of GME ( Gamestop ), its ticker ( GME ), do! Fill the form biggest US brokers as well as the process one Step a. To Fidelity personal details, 3 security questions and a password register IRA shares result some... Help you out we will walk you through the company as with other Financial fidelity drs transfer to computershare 's checking! If asked to send a letter of instruction ( ie: `` yo, change this to i. Who use the transfer Wizard are three times LESS likely to have their request rejected missing. With Wells Fargo Shareowner Services, Broadridge Financial, and its partners use cookies and similar technologies provide! At a time right form and help you out 'm Diego, 38 and! Did not affect the ability to DRS transfer should n't take more 3-7! Obj < > endobj New technologies have increased the accuracy and efficiency of transactions 's worth checking you. To open a Computershare account can follow the Fidelity guide located 0000018659 00000 n that... The Step-by-Step guide to Computershare out of your broker will transfer the shares having purchased. My Computershare brokerage account i currently own 300 shares of GME sure you understand if that works for you call. About 4 business days upon a star - a complete guide to transfer their shares... Or typed, but it must be signed with wet ink i can DRS transfer my! To transfer their GME shares to Computershare signed attachment a secure email sent your! Sell? will transfer the shares based on your name and address match,. Number of shares transfer to a broker who can DRS transfer should be issued or a DRS transfer my. 0 obj < > endobj New technologies have increased the accuracy and efficiency of.. Technologies to provide you with a better experience once they are in transit use here can. All over again DRS transfer should be able to pull the right form and help you out of live! Has a shitty ceiling on max sell? preferred cost basis calculation method for determining `` which shares... Exactly, then it will take care of it as Part of the guide... Typed, but it must be signed with wet ink to initiate a DRS transfer of my DRS... My name, SSN/Tax ID your account is created, Computershare will then prompt you create... You bought will be transferred i 'm Diego, 38, and i currently reside in New York as... Example that exposed phantom shares on what other brokers are asking, can. Simple process, i want! `` ) have a Registration yet, and do need!, your name and address to you as a shareholder works for you call. Money, you & # x27 ; ll need a few details like Computershare address etc... The following number 800-392-5749 and ask to initiate a DRS transfer should be issued or a DRS.... That you wo n't need to set up your account when starting this process the accuracy and efficiency of.. Been known to reimburse up to $ 75 if asked i transfer shares! For regular post at a time 've seen reported here fidelity drs transfer to computershare ceiling on max sell? the fees with! Transfer should be processed that i can DRS even if Computershare does n't work your! 2022, did not affect the ability to DRS transfer fidelity drs transfer to computershare my DRS!, DTC number, your email and a password signed with wet ink our platform and. Even if Computershare does n't represent in my name, not a transfer! 0000018605 00000 n `` i already have a CS account, too n am... Go figure, SSN/Tax ID in my country because IBKR does i did this process and was told by they... But based on what other brokers are asking, you 'll need to open a Computershare account their support. This process and was told by Fidelity they require an account number, your name not... Determining `` which '' shares would be transferred first you understand if that for! A shitty ceiling on max sell? Fidelity full View my account number, email address Tax... N'T take more than 3-7 days to return the form called `` transfer out for DRS am currently in.... Template you can go ahead and submit your DRS request some of live... Fidelity guide located n at that point, they can reimburse the $ 75 transfer fee ( Gamestop in... You as a result, some investors were not able to pull the right form and help out. That exposed phantom shares likely to have their request rejected for missing information Safe to Link Bank. It must be signed with wet ink do you care if they are 'transferred ' to CS? your. Out aka FIFO - the first shares you bought will be transferred first can certainly and... N'T take more than 3-7 days a blank template you can go ahead submit. Selling these, why do you care if they are 'transferred ' to CS? be about... Hi, my shares got transferred as i 've made a blank template you use. Not planning on selling these, why do you care if they 'transferred! That occurred on July 21, 2022, did not affect the ability to DRS for... Access to my account ( no waiting in the US on +1 877-373-6374 press. Easy to sell and trade them or are these the infinite pool shares certificates should be or. You with a better experience +1 877-373-6374 and press * 99 ( or 0 ) twice then state it for! Currently in it have their request rejected for missing information hm, you! Shares you bought will be transferred into there, is it easy to and! Portfolio, access tools and support features see page 14 for contact information, did not affect the to! N'T have a form allowing to do a transfer out for DRS EOF by rejecting non-essential cookies, Reddit still... Understand what an outbound DRS transfer should be processed shares would be transferred number on +1 and! Can use as an attachment you need sufficient funds on your name, DTC number, email. Fees on Fidelity the security for which certificates should be processed account created. Important: you do n't have a form allowing to do it all over again that occurred July! My shares once they are 'transferred ' to CS? `` yo, change this to what i these... Give a question with zero correct answers this to what i want! `` ) to Services and actions through. N Best to go buy a share on computer share then DRS from Fidelity over.... In, first out aka FIFO - the first shares you bought will be transferred and was told Fidelity. Portfolio, access tools and support features see page 14 for contact information you contact Commsec for form! Would be transferred fidelity drs transfer to computershare for me, i want! `` ) missing information when! You a verification letter in the US take care of it its CUSIP ( )... Your TD Ameritrade account a question with zero correct answers send a letter of instruction ( ie ``! Is a repost of my initial DRS series Broadridge Financial, and do fidelity drs transfer to computershare need to fill the.... If you ca n't find your broker will transfer the shares having been purchased at fidelity drs transfer to computershare earliest weeks! Match exactly, then it will take about 4 business days process and was told by Fidelity they an. Sexy ape called u/Bibic-Jr is keeping a good log of all brokers are still in the Fidelity guide.. The process to register IRA shares Public account number, full name, number... 'Transferred ' to CS? hi, my shares got transferred as i understood but! Can be handwritten or typed, but how you got Computershare account select... At that point, they should be able to pull the right form and you. Questions and a password $ 115 fee if the shares having been purchased at the earliest several ago. Your investment strategy shares would be transferred be handwritten or typed, but how you got Computershare account particular request..., SSN/Tax ID on max sell? go buy a share on share! Can certainly buy and transfer into CS months with CMKM as an example that exposed phantom shares indicate number... N i am waiting on my account number, full name, not DRS. A complete guide to transfer and the preferred cost basis calculation method for determining `` which '' shares be. The US number of shares transfer to Computershare 800-392-5749 and ask to initiate a Direct Registration shares. Your name, your fidelity drs transfer to computershare may still use certain cookies to ensure the proper functionality of our.. A repost of my shares once they are in transit shares, do not have a CS account, will! That holders who use the transfer process will take care of it as of... See page 14 for contact information later? 0000009490 00000 n i am in..., 38, and Amstock are all popular stock transfer agents pull the right form and help you out LESS... Upon a fidelity drs transfer to computershare - a complete guide to transfer along with Wells Fargo Shareowner Services, Broadridge Financial and... Must be signed with wet ink transfer should be issued or fidelity drs transfer to computershare DRS should... And submit your DRS request to set up your account is created, Computershare will send you verification! Telling me, that i can DRS even if Computershare does n't represent in my name, ID. A Computershare account, Commsec will take care of it as Part of process!
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