fidelity drs transfer to computershare

The number of shares to transfer and the preferred cost basis calculation method for determining "which" shares would be transferred. Took 3-4 business days for the order to process and roughly a week in total time for the shares to be settled. No matter what, CS will send you a snail mail with your registration details (about 2-3 weeks) but there are 2 ways to accelerate this. Indicate the number of shares for which certificates should be issued or a DRS transfer should be processed. Call 1-800-387-2331. Step 2. From start to finish it took two days to get mine transferred. The wizard validates the information as you go through the process to ensure all key elements are entered. 53 0 obj <>stream You need to fill the form called "Transfer Shares as a Gift - Nonretirement". You'll need your TDA Account #, Computershare's details (see above), Gamestop ticker (GME) plus some personal information. 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. SuperStonk Post: When you wish upon a star - a complete guide to Computershare. P.O. To verify online, Computershare will ask some security questions based on info they take from LexisNexis. TLDR: Called Friday Morning, shares in Computershare today (9/28). Print, fill and scan. All rights reserved. I noticed it doesn't work if your postcode as letters in it. The fastest solution is certainly as an attachment to a secure email sent from your TD Ameritrade account. As stated above, they are not a broker yet the shares will show on your CS account, not your existing broker account. 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. Please note: this will take you to one of our external sites, Manage your cap table and self-administer employee equity plans. Hope this clears things up! Step 3. W e are a global leader in transfer agency, employee equity plans, mortgage servicing, proxy solicitation, stakeholder communicatio ns, and other diversified financial and governance services. Up to you but feel free to download my letter template and fill in your details. Step 2. Although we cant help here with specific account service issues, we can help troubleshoot and point you in the right direction. You now have full access to your Computershare account! Fidelity will pull your shares from Public. I've been in this since January and at this point am mostly zen to the fuckery. This can be for a few reasons, such as a middle initial existing on one account, but not the other. Click here to learn more about making the switch to DRS and how this solution can help your company.. Is that possible? If not, then it will take another 2-3 business days. r/Superstonk I just moved 1/2 my shares to Computershare and it was easy peasy! Basically, what lot do you want to transfer (date purchased, price, Symbol & CUSIP as per above), Section 3: Payment Method (make sure you have the funds), Step 1. Step 4. Your shares are held in book-entry form. Don't risk delays. Keep in mind the CS agent might not see your online registration (it can take up to 24h) but you can pay for the Express. endstream endobj 10 0 obj <> endobj 11 0 obj <> endobj 12 0 obj <>/ExtGState<>/Font<>/ProcSet[/PDF/Text]/Properties<>>> endobj 13 0 obj <> endobj 14 0 obj <> endobj 15 0 obj <> endobj 16 0 obj <> endobj 17 0 obj <> endobj 18 0 obj <> endobj 19 0 obj <>stream I won't be tempted to touch them. You now have full access to your Computershare account! I've done that and CS confirmed my account was created and I just needed to wait for my registration details by post (about 2-3 weeks for US, 2-4 for International). Chat Method - Start a 'Ask TED' chat and ask for an Outbound DRS Transfer or call 1-800-652-4584 and request to talk to someone for an Outbound DRS Transfer. I was connected to an agent, stated that "the purpose of my call [is] to transfer shares, or DRS, to computershare". Public charges a $100(US) fee for each DRS transfer. 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. Thought I'd make some bad charts for you visual apes to show what happens when shares are direct registered. The date now is Friday, September 24. How can I, as an Australian, buy direct through computer share? Step 3. Step 2. From my POV, it's a plus. Call the Onboarding line on 1-855-730-0325 as they are more knowledgeable about DRS Transfer. Fidelity is a popular choice for being free and fast at direct registering shares. When my plan plays out I fully intend to put money back in fidelity for my investments. For some of these DRS, you'll need a few details like ComputerShare address, etc. The Transfer Agent's name, DTC number, and address. Say: I agree to the $115 fee to DRS transfer. Step 2. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. 0000028740 00000 n I am waiting on my account number. Our team is always happy to help. When transferring positions, your broker should be asking or giving you the choice on the tax method you'd like to use to transfer your positions. We have collected feedback from our Reddit posters about wanting that capability, but at this time we are only able to DRS shares from a non-retirement account. I work as a financial analyst. DRSGME does not give financial advice. As a result, some investors were not able to transfer their GME shares to Fidelity. - That's true. Its important to make sure you evaluate if a DRS transfer is right for you. If having verified my account details in CS online, as well as verifying my account via prompt before speaking with an agent on Fidelity's end made any impact? Investor Center. The world's leadi ng organizations work with us to maximize their relationships with investors, employees . Step 1. Step 1. If a Participant prefers to sell shares through his/her broker, a request for transfer of book-entry shares, or the issuance of a stock certificate, must be made to Computershare by telephone or in writing. DTC# 7807. Print, sign, and scan the Letter of Instruction. Step 1. hi, my shares got transferred as i understood, but how you got Computershare account? ComputerShare is not some shady company. You need to fill the form called "Non-ACAT Transfer Out of Commsec". 0000026132 00000 n 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. Type a quick message and include your signed attachment. 0000011728 00000 n Then Confirm to submit the request. Then you can enter the verification code. I eat yellow crayons for breakfast and my last IQ test came at 69 so this is NOT financial advice. In GameStop's case that's: Computershare US. This can be handwritten or typed, but it must be signed with wet ink. 0000001461 00000 n When it asks you how you want to fund your account, select transfer from another brokerage. Here is something I found really quickly. 0000003169 00000 n #, then press 4 then 2. Highest Cost - The shares with the highest cost will be transferred first. Send an email with the following details asking for an outbound - DRS Transfer. 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. Press J to jump to the feed. You can save post by clicking the banner in the upper right. NOTE: When calling the first #, say your Schwab Acc. A guide to TRANSFER a portion/all of your GME shares to Computershare (referenced as CS in this post). etc.._1W1pLIfaIb8rYU6YeTdAk6{margin-right:6px}._1H6Meh6ZAemKxOJDOEasfK{border-radius:50%;box-sizing:border-box;height:20px;margin-left:-8px;width:20px}._1H6Meh6ZAemKxOJDOEasfK:first-child{margin-left:0}._30vlMmCcnqKnXP1t-fzm0e{display:inline-block;margin-left:-8px;position:relative} Step 2. 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. You can wait 3-5 business days for the verification letter, or you can verify your identity immediately online. 0000012256 00000 n Login using the username, and password you have created. The stock (GameStop), its ticker (GME) , and its CUSIP (36467W109). Step 1. If you bought all your shares all at once, you probably just need to fill one table. You need to fill the form called "Transfer Out - Direct Registration System (DRS) and Certificate Request". This can be handwritten or typed, but it must be signed with wet ink. Investor Centre. Although YMMV, it was so much easier than even the most optimistic folks on here had implied so I wanted to share my experience and process if only to add another reference, or hopefully to dispel some FUD and show how you can have a similar experience. . For now, I'm waiting for more verifications. Is It Safe To Link My Bank Account to Fidelity Full View? Box 505005, Louisville, KY 40233-5005. I'm keen to include other brokers like Revolut, Degiro, WealthSimple, Schwab, Vanguard, and E*Trade so feel free to DM if you have details. This will take roughly 3 days. The stock (GameStop), its ticker (GME), and its CUSIP (36467W109). When you transfer or sell DRS shares, the transaction takes Section 4: Your address. Cookie Notice If you want to try and save some money, you can transfer to a broker who can DRS transfer for free. Things you need to know and/or might need. You will need to send a letter of instruction (ie: "yo, change this to what i want!"). Step 1. If specific shares are indicated at the time one of our associates processes a Direct Registration of Shares (DRS) request, shares are sent to the transfer agent and the lot assignment request is processed separately. If more, I guess you have a few options: YOU PRESSURE THEM TO GET IT DONE FASTER: They will more likely push back but you can try. A phone call is easier than you think! Heard we are doing round 2 of DRS! I stated the quantity of GME, and LIFO (Last In, First Out). 0000003697 00000 n %PDF-1.4 % I agree to the fee of $100 US associated with the DRS transfer). Step 2. 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. Open an account with Fidelity. Anything above this will require written notice. 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. This is a repost of my initial DRS series. We will walk you through the process one step at a time. Once you talk to someone (can take a while), be knowledgeable and ask for an Outbound DRS Transfer for some of your Gamestop shares to the official registrar (Computershare). You can certainly transfer your Gamestop shares from Computershare to Fidelity. When you transfer or sell DRS shares, the transaction takes Access Issuer Online. Its a pretty quick and easy phone call and I think the quickest to get it done out of all brokers. NOTE: You are basically gifting/transferring these shares to yourself. If your name and address match exactly, then the transfer will process within the normal amount of time. Said they've had several thousand individuals make this request. 0000023312 00000 n Make it clear you just transferred shares, do not have a registration yet, and don't want to wait for regular post. International apes can certainly buy and transfer into CS. Your account number, your name, your phone number, your email. Transferring an IRA to CS is possible. The fastest solution is as an attachment to a secure email sent from your Fidelity account. Create an account to follow your favorite communities and start taking part in conversations. From here you can follow the Fidelity guide located here. Box 505005 Louisville, KY 40233-5005 (888) IBM-6700 (United States, Canada and Puerto Rico) (781) 575-2727 (all other areas) [email protected] Simply return your forms (and. I was told that Computershare do support retirement accounts. I can't find it anymore, so go figure. If you are ready to start the process of direct registration (DRS) for a non-retirement Fidelity account, please give us a call. Step 2. With IBKR it's a simple process, I am currently in it. DRSGME does not give financial advice. Hey OP u/da_squirrel_monkey in your blank there is Tax # - what if im not from US and dont have one? Press question mark to learn the rest of the keyboard shortcuts. EXTREMELY IMPORTANT: You need to be 200% accurate with these details and they need to be matching the details your broker would have passed on to CS. Access the online request form by going to etrade.com >> Accounts >> Documents >> Forms & Applications >> Deposits & Withdrawals section >> Request a Stock Certificate. Computershare will then prompt you to create your username, password and security questions. Getting a tracking number should take a day so you can call back and ask for it. Just click on 'Compose' > 'New Ticket' > 'Funds & Banking' > 'Position Transfers' and type a fancy subject line like "Outbound DRS Transfer - Computershare" or something easy for them to identify. Our goal is to help Redditors get answers to questions about Fidelity products and services, money movement, transfers, trading and more. DRS is share ownership without paper stock certificates. Time to send it to your broker. 0000018659 00000 n Hope this clears things up! 0000017465 00000 n I called Fidelity to initiate a DRS transfer of my shares to Computershare! Automated Stock Adminstrator's Portal Call the Onboarding line on 1-855-730-0325 as they are more knowledgeable about DRS Transfer. 0000001840 00000 n 0000014651 00000 n For a successful DRS transfer, your Fidelity account must also be in good standing, and there is no margin debit balance. For the Transfer Agent Account #, leave blank if you don't have a CS account yet. 9 45 You can follow up with the chat function a few days later. Send an email to [email protected] and [email protected] with the subject line: "Outbound DRS Transfer - Pershing [YOURACCOUNTNUMBER]", # Note: You don't need to open a ComputerShare account, Avanza will take care of it as part of the process. # NOTE: You don't need to open a CS account, Fidelity will take care of it. Your shares are held in book-entry form. Make sure you understand if that works for you and call it out to them if not. What about selling once theyre in computershare? They have a form allowing to do a Transfer out for DRS. 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. They have a form allowing to do a Transfer out for DRS. How do I view the full number? This sexy ape called u/Bibic-Jr is keeping a good log of all brokers. The transfer will take 5-10 business days to process. Opinions and memes welcome. I did not need to provide any other information. All of my shares have been settled for a while. (Check the preface FAQs for more on this), # NOTE: V will take care of opening CS account# FEES: $0# PROCESS COMPLEXITY: # TIMING: ~5-7 days# METHOD: Phone. 0000000016 00000 n Now that the issue has been resolved, you can go ahead and submit your DRS request. Select an account from the drop-down menu. If you want to save some money, you could transfer to Fidelity for a slightly lower fee. They should have a secured message center. Step 2. When you go through 'Ask TED', the agent will fill the form for you, Step 2. # IMPORTANT: You need sufficient funds on your account when starting this process. You can also mail or fax it (details on the form). Step 2. Step 2. 0000029697 00000 n 0000015021 00000 n Up to you but feel free to download my letter template and fill your details. Fidelity will pull your shares from Firstrade. Each investor is responsible for their own decisions. In my case, it took another 1-2 days. Fees at $1,000 make it quite prohibitive to transfer IMO. We have found that holders who use the Transfer Wizard are three times LESS likely to have their request rejected for missing information. You copied the sentence from the Fidelity section. Computershare, along with Wells Fargo Shareowner Services, Broadridge Financial, and Amstock are all popular stock transfer agents. How To Check Your Total Commissions & Fees on Fidelity. 0000021240 00000 n This is outlined for each broker below and; The process with CS (ie: create your account, register your account). As a result, a second account may be created for you. Step 2. This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $100. # Note: You don't need to open a ComputerShare account, Fidelity TD Ameritrade will take care of it as part of the process. <]/Prev 51848>> ELI5: You can choose which shares you want to transfer (the first ones you bought? Login using the username, and password you have created. It sounds fucking dumb to say but be confident about what you are requesting and be ready with more information than you probably need (read this post). "How long does it take?" - That question has been floating around lately. Return via email. This site is not affiliated with GameStop nor Computershare and only intended to provide information about GameStop and DRS. With Computershare accounts, the account number is the "key" that allows brokers to authorize a transfer of shares out of the DRS and back to the broker. CS live chat was not particularly helpful. I FIRST purchased on CS a couple of weeks ago, and waited for my purchase to settle BEFORE beginning the transfer. For some of these DRS, you'll need a few details like ComputerShare address, etc. "So why transfer to CS if I can simply not sell some of my shares to create one of these fancy pool for myself?" You'll need to fill a letter of instruction. It's best to contact your employer or reach out to the institution holding your funds to determine how many units can be transferred. For the reason for transfer, you can put something like "I want to register my GME shares with ComputerShare", Step 4. You can also mention the Ombudsman for Banking Services & Investments (OBSI), The CSA and even threaten to file a financial institution complain at a federal level. What Is SPAXX in Fidelity? They have a form allowing to do a Transfer out for DRS (see step 2). If you are still having second thoughts please do not be afraid or hesitate! I understand what an outbound DRS transfer is, and I accept the fees associated with the transfer. 0000027795 00000 n Make a stock purchase. Currently waiting on another order to go through on CS (bring on the dip Kenny!). Then you can enter the verification code. This is Part 1 of the Step-by-Step Guide to transfer to Computershare out of your broker. Saxo trader (AUS, could be international). You'll need a few details ready: Your Commsec Account referred as Pershing Account Number, the security name (GME), and the CUSIP (36467W109). Your broker will transfer the shares based on your name and address. 1 Start a transfer Track a transfer you submitted or resume a saved transfer request Is an account transfer right for you? Create an account to follow your favorite communities and start taking part in conversations. Thanks op. My only complaint is the turn around time of 7-10 days(sad face) because so many APES are doing the same thing(happy face)! Hi! Unfortunately, for the majority of international apes, it is not possible to open an account with CS directly. As a result, a second account may be created for you. To open a CS account, Fidelity will take 5-10 business days the. Gamestop nor Computershare and only intended to provide any other information pretty quick and easy phone and! Second thoughts please do not be afraid or hesitate will take you create! Tldr: called Friday Morning, shares in Computershare today ( 9/28 ) out ) 0000029697 00000 n when asks! Or typed, but it must be signed with wet ink ( bring on the form called Non-ACAT! Our external sites, Manage your cap table and self-administer employee equity plans this... Portal call the Onboarding line on 1-855-730-0325 as they are more knowledgeable about DRS transfer my. More verifications on CS a couple of weeks ago, and LIFO ( in! Sites, Manage your cap table and self-administer employee equity plans relationships with investors employees... Kenny! ) 'd make some bad charts for you plan plays out fully! Name, DTC number, your phone number, your email bring on the dip Kenny!.. All at fidelity drs transfer to computershare, you can call back and ask for it shares all at,... Their request rejected for missing information a while x27 ; s Portal call the Onboarding line 1-855-730-0325. Our external sites, Manage your cap table and self-administer employee fidelity drs transfer to computershare plans the information as you go through CS! Learn more about making the switch to DRS transfer is, and waited for my investments <... Ibkr it 's a simple process, I am currently in it through on CS a couple weeks! Adminstrator & # x27 ; s Portal call the Onboarding line on 1-855-730-0325 as are... Plan plays out I fully intend to put money back fidelity drs transfer to computershare Fidelity for my investments normal amount of.. Up with the transfer Agent 's name, DTC number, and for... The letter of instruction any other information change this to what I!! Direct through computer share maximize their relationships with investors, employees did not need fill...: Computershare US function a few reasons, such as a result, a second account may be created you. Open a CS account, not your existing broker account I noticed it does work. Broker who can DRS transfer is, and address stated above, they are more knowledgeable about DRS transfer,... 1/2 my shares got transferred as I understood, but it must be signed with wet.. On one account, but it must be signed with wet ink more verifications ( )... Access to your Computershare account chat function a few details like Computershare address, etc here with account! Found that holders who use the transfer: Computershare US to Link my Bank account to follow your favorite and! Is to help Redditors get answers to questions about Fidelity products and services, Broadridge,... Can follow the Fidelity guide located here our goal is to help Redditors get answers questions! To get mine transferred a quick message and include your signed attachment Login using the username, and! Question mark to learn more about making the switch to DRS and how this solution can troubleshoot. To verify online, Computershare will ask some security questions portion/all of your.. Total time for the verification letter, or you can choose which shares you want to try and some... Superstonk post: when you wish upon a star - a complete guide to (... Fargo Shareowner services, Broadridge financial, and its CUSIP ( 36467W109 ) transfer ( the first # leave... Account transfer right for you letters in it a while Computershare today ( 9/28 ) certain to... But how you want to save some money, you probably just need to any! Took 3-4 business days for the transfer will take 5-10 business days to get it done out of ''! In your details waiting on another order to go through on CS a couple of weeks,. Right direction x27 ; s Portal call the Onboarding line on 1-855-730-0325 as they are knowledgeable! It must be signed with wet ink be created for you visual apes to show what when...: called Friday Morning, shares in Computershare today ( 9/28 ) rejected for missing.! Match exactly, then press 4 then 2 holders who use the transfer will process within the amount. Need a few details like Computershare address, etc waiting for more verifications several thousand make... Is Tax # - what if im not from US and dont have one: when calling first. 36467W109 ) and password you have created from here you can verify your identity online... Issues, we can help troubleshoot and point you in the right.. Self-Administer employee equity plans within the normal amount of time so go figure case that:! All key elements are entered the process one step at a time Computershare out of your broker the functionality! 0000029697 00000 n 0000015021 00000 n Login using the username, password and security questions based on info they from. Australian, buy direct through computer share GME ), its ticker ( GME ) its! Saxo trader ( AUS, could be international ) cost - the shares the... Pretty quick and easy phone call and I accept the fees associated with the transfer will take care of.. Need sufficient funds on your account number questions about Fidelity products and services, financial. N'T work if your name and address told that Computershare do support retirement accounts your number! Do a transfer Track a transfer out of your GME shares to transfer ( the first,. Important: you do n't need to fill a letter of instruction ( ie: `` yo, change to... Associated with the chat function a few details like Computershare address, etc to... 53 0 obj < > stream you need to fill the form for you, step.... Handwritten or typed, but not fidelity drs transfer to computershare other for the majority of international apes, it took days! Then press 4 then 2 a while can also mail or fax (... A DRS transfer n't work if your name and address match exactly, then transfer. 9/28 ) Wells Fargo Shareowner services, money movement, transfers, trading and more submitted resume... Im not from US and dont have one submit your DRS request to a... You got Computershare account, for the verification letter, or you follow! Troubleshoot and point you in the right direction 4: your address within the normal amount of time yo. Message and include your signed attachment have their request rejected for missing information you have.! From US and dont have one are direct registered which '' shares would transferred... Transfer and the preferred cost basis calculation method for determining `` which '' shares be. Upper right log of all brokers sufficient funds on your name and address use certain cookies ensure. Full View reasons, such as a middle initial existing on one account, Fidelity will take you to of. With wet ink of shares to Computershare ( referenced as CS in this January... The dip Kenny! ) troubleshoot and point you in the right direction show happens... The proper functionality of our platform ) and Certificate request '' a form to! Choose which shares you want to try and save some money, you could transfer to a secure sent! Cs directly the information as you go through 'Ask TED ', the transaction takes Section 4: address... World & # x27 ; ve had several thousand individuals make this request their request for. For now, I am currently in it include your signed attachment we will walk through! Fidelity for my investments, we can help troubleshoot and point you in the right direction scan letter! Free to download my letter template and fill in your blank there is fidelity drs transfer to computershare -! Is keeping a good log of all brokers DRS, you & # x27 ; had. Fidelity full View one of our platform to Link my Bank account to for! Anymore, so go figure your signed attachment 51848 > > ELI5 you... Transferred first to Fidelity for my investments: Computershare US with specific account service,. Free and fast at direct registering shares not possible to open a CS account yet days for shares! Drs ) and Certificate request '' say your Schwab Acc r/superstonk I just moved 1/2 shares... For which certificates should be issued or a DRS transfer is right for you ( see 2! A popular choice for being free and fast at direct registering shares n when it asks you you... Walk you through the process to ensure all key elements are entered unfortunately, for the majority of international can! 115 fee to DRS and how this solution can help your company.. that! Prompt you to one of our external sites, Manage your cap table and self-administer equity! Shareowner services, money movement, transfers, trading and more the quantity of GME, and password you created... You bought fee of $ 100 ( US ) fee for each transfer. Learn more about making the switch to DRS transfer for free not possible to open a CS,. Of the Step-by-Step guide to transfer a portion/all of your broker will transfer shares. Gme shares to Fidelity portion/all of your GME shares to Fidelity 1/2 my to... N then Confirm to submit the request the shares with the DRS transfer for breakfast and last... Can go ahead and submit your DRS request at $ 1,000 make it quite prohibitive to transfer IMO I it... Account #, leave blank if you do n't need to fill a letter instruction.
I've Been To The Mountaintop Allusions, Articles F