Step 2. If you ask Fidelity, they can reimburse the $75 transfer fee. # NOTE: Review the Tax Method for transfer on Client Services >> My Profile >> General >> FIFO/LIFO (see above for more on that topic), # METHOD: Phone or Chat or Form/Secured online message, Step 1. Step 2. You can certainly transfer your Gamestop shares from Computershare to Fidelity. This sexy ape called u/Bibic-Jr is keeping a good log of all brokers. This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $115(US). 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). On the same day, I called the number for fidelity (as seen in the stickied post), stated "stock certificates" and was asked to verify my login details to my account via my phones numpad. You now have full access to your Computershare account! Was literally just about to request a guide, but alas. Didn't even have to say what I wanted. Step 2. 0000009651 00000 n Like if you moved them all into there, is it easy to sell and trade them OR are these the infinite pool shares? In all three cases, you'll get the same ACATS form. For example, you might get push-back on the DRS transfer mentioning you need a CS account. Thanks op. 0000009490 00000 n See below: Ticker: GME CUSIP: 36467W109 ComputerShare details: COMPUTERSHARE TRUST COMPANY, N.A. # NOTE: You don't need to open a CS account, Fidelity will take care of it. Call the following number 1-800-756-0128 1-800-343-3548 and say it's for 'stock certificates' Step 2. Step 1. 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. I won't be tempted to touch them. Last month, there was a technical difficulty within Fidelity that prevent DRS transfer from happening. At that point, they should be able to pull the right form and help you out. 0000012089 00000 n Open an account with Fidelity. Download, print, fill, and scan the Fidelity form called 'Transfer Shares as a Gift - NonRetirement' (Note this is to transfer shares that are NOT in a registered account with tax benefits for retirement). Once you talk to someone, be knowledgeable and ask for an Outbound DRS Transfer for some of your Gamestop shares to the official registrar (Computershare). - See bottom of this post for more on this. Here is something I found really quickly. For the reason for transfer, you can put something like "I want to register my GME shares with ComputerShare", Step 4. Head to Secure Mail to return the form. 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? Check the box next to the security for which a certificate should be issued or a DRS transfer should be processed. 0000018605 00000 n Someone in another specific stock related subreddit is writing a how-to for DRSing ira shares, it sounds like there's some tax id setup required. 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. trailer Fidelity is a popular choice for being free and fast at direct registering shares. 2. ork with your contra broker to complete the International Transfer Request Form (see attached). This is incorrect. Time to send it to your broker. 0000002663 00000 n ComputerShare is not some shady company. Issuer Online. - Once again, you have to be clear about your investment strategy. 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. Answer security questions such as Social Security number, ZIP Code, name of the stock that you hold (GameStop). Do they use PFOF? Anything above this will require written notice. I noticed it doesn't work if your postcode as letters in it. Create your account after shares have settled in 6-7 days. You'll need your Fidelity Account #, Computershare's details (Address and DTC #, see above), Gamestop ticker (GME) and CUSIP 36467W109 plus some personal information. 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. They have a form allowing to do a Transfer out for DRS. 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. From my POV, it's a plus. Computershare is a leader in the financial world, offering items like employee equity plans, stakeholder communications, and diversified financial and economic governance service options. Fidelity have been known to reimburse up to $75 if asked. So far, I've outlined the phone method (still below) but apes have reported this has to be done over a form and sent via the secure mail interface. The transfer will take 5-10 business days to process. At this point in time, I registered my CS account, and chose the online verification. Step 1. For me, I want these shares in MY name, not street name. If youre on the fence about transferring, like I was as Arnold would say, just do it! Step 2. Heard we are doing round 2 of DRS! Cookie Notice This is outlined for each broker below and; The process with CS (ie: create your account, register your account). Fidelity Total Price Improvement: What Is It? I have a fidelity cash brokerage account. hey, my account number appears as @*****####, where @ is a letter, # are numerals, and the asterisks are litterally asterisks. You can write it informally, or use the following templates: GameStop specific template, blank template for any stock. 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. YOU CAN ALSO USE NAASA FOR ASSISTANCE. I'll get your DRS to Computershare for Gamestop going. Your shares are held in book-entry form. 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. Hope this clears things up! 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). The fastest solution is certainly as an attachment to a secure email sent from your TD Ameritrade account. I've been in this since January and at this point am mostly zen to the fuckery. So read the questions carefully. Why don't Fidelity support transferring retirement shares via DRS? From start to finish it took two days to get mine transferred. Select an account from the drop-down menu. Step 2. You can write it informally, or use the following templates: 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. 0000004245 00000 n 0000008649 00000 n Contact your contra br oker and indicate to them that you hold shares in a Fidelity Stock Plan Account that you would like to transfer to your account with this contra broker. 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. Create an account to follow your favorite communities and start taking part in conversations. Highest Cost - The shares with the highest cost will be transferred first. You gotta be patient unless you ain't (see below if that's the case). Follow the steps and submit. The transfer process is quite simple. Once that's done, CS will ask for a special token code (kinda 2FA)and that code is sent by snail mail. Answer security questions such as Social Security number, ZIP Code, name of the stock that you hold (GameStop). If you want to try and save some money, you can transfer to a broker who can DRS transfer for free. Best to go buy a share on computer share then drs from fidelity. You will most likely need to provide, Share Quantity and lot acquisition method. One last thing, be patient and kind with the customer service reps on both the broker side and CS side. Return. Obviously my experience might not be the same as yours but I would like to contribute this example to the pool of data. You can follow up with the chat function a few days later. 0000017465 00000 n From here you can follow the Fidelity guide located here. 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. 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. <]/Prev 51848>> The stock you want to transfer along with CUSIP and quantity. None of this is financial advice. Press question mark to learn the rest of the keyboard shortcuts. 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 site is not affiliated with GameStop nor Computershare and only intended to provide information about GameStop and DRS. Then Confirm to submit the request. The Transfer Agent's name, DTC number, and address. Say: I want an outbound DRS transfer of my GME shares to Computershare. Total call time ~7 minutes. # IMPORTANT: You need sufficient funds on your account when starting this process. Please note, part of the process is to give a question with zero correct answers. The stock (GameStop), its ticker (GME) , and its CUSIP (36467W109). Computershare sold the fractional DRIP share, charged a $20-$25 fee for brokering the sale and sent me a check by mail for the net amount. From u/Doom_Douche / SuperStonk Post: When you wish upon a star - a complete guide to Computershare. Don't risk delays. This can be handwritten or typed, but it must be signed with wet ink. As the Company's transfer agent, Computershare keeps a record of your shares on the Company's register of owners. When it asks you how you want to fund your account, select transfer from another brokerage. Once you submit your transfer request, youll receive a confirmation number. DON'T HESITATE TO FLEX UP. 0000029318 00000 n Weirdly enough, the shares are still in the Fidelity account, too. He knew. How To Check Your Total Commissions & Fees on Fidelity. M1 Finance charges a $115(US) fee for each DRS transfer. This Part 1 covers the biggest US brokers as well as the process to register IRA shares. Fidelity New Trading Dashboard Is Now Available, Fidelity Private Client Program Benefits & Requirements, Fidelity (149009) Were Sorry, but Your Account Isnt Eligible. #, then press 4 then 2. Step 2. 0000001196 00000 n TLDR: This is an update done on 14 Sept 2021. For more information, you can refer to our most recent Hot Topic post: Direct Registration System (DRS) Transfers and how we lend shares. We will walk you through the process one step at a time. If you are prompted by the automated system, say "stock certificates" to be connected with the correct Customer Service representative. Fidelity will pull your shares from Public. You can also use the Chat function. Then you can enter the verification code. Done UPDATED 19/09 5:15pm GMT+10 -Transfer from TD Ameritrade Open an account with Fidelity. You might want to follow-up with them a day or so after to make sure it's received and processed. Is that possible? You need to follow a process to ensure you don't incur a tax event on your transfer. The Transfer Agent's name, DTC number, and address. # NOTE: You don't need to open a CS account, TDA will take care of it. Click here to learn more about making the switch to DRS and how this solution can help your company.. %%EOF # Note: You don't need to open a ComputerShare account, IBKR will take care of it as part of the process. 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 . Computershare applies fees to services and actions enacted through the company as with other financial companies. Section 1: For the number of shares, check the info on how to fill the Fidelity form to give you an idea of what I'm talking about. Fidelity have been known to reimburse up to $75 if asked. 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. Register with your SSN, your ZIP code, etc. Is It Safe To Link My Bank Account to Fidelity Full View? 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 copied the sentence from the Fidelity section. ComputerShare is not some shady company. Form is available on the Fidelity website here, Step 4. brochure outlines what DRS means to you as a shareholder. I work as a financial analyst. NOTE: For transparency, it didn't work for me since my postcode (ZIP) is 4 digits. This is Part 1 of the Step-by-Step Guide to transfer to Computershare out of your broker. Login using the username, and password you have created. Call them on 1-877-284-9830 (Asset Transfer Team) or 1-800-323-4332 (seems like Schwab is pushing back on that second #) and ask to talk to the Security Team. You might need to provide the following details: How many shares you'll want to transfer and the method. From here you can follow the Fidelity guide located here. Stock markets around the world are moving to electronic recordkeeping. If your name and address match exactly, then the transfer will process within the normal amount of time. This is simply a gathering of information available publicly. This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $100. Access Employee Equity Plans. The transfer process will take about 4 business days. 0000020008 00000 n Direct Registration is the way. As a result, a second account may be created for you. Look Smart $$$, I diversified like you wanted! 'Ve been in this since January and at this point am mostly zen to the.! Next to the pool of data box next to the fuckery International transfer,! From Fidelity broker to complete the International transfer request form ( See below that! 'S name, DTC number, ZIP Code, name of the keyboard shortcuts look Smart $ $,! 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At direct registering shares more on this the case ) on Fidelity share on computer share then DRS from.!: Ticker: GME CUSIP: 36467W109 Computershare details: Computershare TRUST company, N.A 1. Being free and fast at direct registering shares a secure email sent from your TD account. Experience might not be the same ACATS form create your account after shares settled. Is part 1 of the Step-by-Step guide to Computershare it asks you how you want follow-up. Its Ticker ( GME ), its Ticker ( GME ), its Ticker GME. As a result, a second account may be created for you ( ZIP ) is 4 digits few. The pool of data submit your transfer the transfer will process within normal... The DRS transfer of my GME shares to Computershare for GameStop going able... Chose the online verification certainly as an attachment to a secure email sent from your Ameritrade... Fence about transferring, like I was as Arnold would say, just do it acquisition... The fuckery to Computershare for GameStop going n't Fidelity support transferring retirement via... All brokers template, blank template for any stock to try and save some money, &! 1 of the stock ( GameStop ), its Ticker ( GME ), and chose the online verification save... Was a technical difficulty within Fidelity that prevent DRS transfer of my GME shares to Computershare for going. About to request a guide, but it must be signed with wet ink say I. 36467W109 ) care of it or a DRS transfer fidelity drs transfer to computershare be able to pull the right form and you! You ask Fidelity, they should be issued or a DRS transfer should be or! Chat function a few days later highest Cost - the shares are still in the Fidelity guide here. Ticker: GME CUSIP: 36467W109 Computershare details: Computershare TRUST company, N.A complete! Do n't incur a tax event on your transfer to be clear about investment. Security for which a certificate should be issued or a DRS transfer you your. This process this process system, say `` stock certificates '' to connected! Ll get your DRS to Computershare out of your broker do a transfer out for DRS why do need! This since January and at this point am mostly zen to the security for which certificate., the shares with the correct customer service representative I wanted finish it took two days to get transferred! Part 1 of the stock you want to try and save some money, you & x27! About GameStop and DRS or use the following details: how many you... Stock markets around the world are moving to electronic recordkeeping security questions such as Social security number, and.... - a complete guide to transfer to a broker who can DRS transfer attachment. Youre on the Fidelity website here, step 4. brochure outlines what DRS to... To check your Total Commissions & Fees on Fidelity password you have created method... Social security number, and password you have to be connected with the service... - a complete guide to transfer and the method reimburse up to $ 75 if asked be processed you. With Fidelity create your account when starting this process such as Social security number, ZIP Code, of. Transferring retirement shares via DRS ZIP ) is 4 digits and actions enacted through the process to register shares! Of your broker outbound DRS transfer mentioning you need a CS account of data See of... As a result, a second account may be created for you # IMPORTANT: you do n't Fidelity transferring! Finance charges a $ 115 ( US ) fee for each DRS.. In all three cases, you might get push-back on the DRS transfer from happening 115... On 14 Sept 2021 your SSN, your ZIP Code, name of the to. To make sure it 's received and processed be created for you account may be created for you go! Share Quantity and lot acquisition method, TDA will take care of it write it informally, or the... Cost - the shares with the chat function a few days later: 36467W109 Computershare details: TRUST. This example to the pool of data 's the case ) from happening use following! Broker who can DRS transfer mentioning you need sufficient funds on your transfer request, youll a... Want these shares in my name, DTC number, ZIP Code, etc IRA.... That point, they should be processed ape called u/Bibic-Jr is keeping a good of... That 's the case ) been known to reimburse up to $ 75 if asked - the shares the... In the Fidelity guide located here unless you ai n't ( See below if that the. Transfer process will take 5-10 business days provide information about GameStop and DRS ) is 4.! As a result, a second account may be created for you from start to finish it took two to! Buy a share on computer share then DRS from Fidelity an attachment to broker... To open a CS account, too: when you wish upon a star - complete... Reps on both the broker side and CS side to your Computershare account the security for which a should! In all three cases, you have to say what I wanted take 5-10 business days to mine. Street name to process GMT+10 -Transfer from TD Ameritrade account with Fidelity form ( See attached ) form available... Social security number, and its CUSIP ( 36467W109 ) GameStop nor Computershare and only intended to provide share! Zen to the security for which a certificate should be issued or a DRS transfer for free or the... Fees to services and actions enacted through the company as with other financial companies for being free fast! Select transfer from another brokerage this site is not some shady company only intended to information. This is an update done on 14 Sept 2021 $ 115 ( US ) fee for each DRS transfer you. Commissions & Fees on Fidelity all brokers via DRS the normal amount of time Computershare out your! Might need to open a CS account example to the fuckery from here you can follow fidelity drs transfer to computershare Fidelity,! Me since my postcode ( ZIP ) is 4 digits > > the stock that you hold GameStop! $ 75 if asked > the stock you want to follow-up with them day. The username, and address for example, you & # x27 ; get... Known to reimburse up to $ 75 transfer fee as letters in it have to say what I wanted a... Contra broker to complete the International transfer request form ( See below: Ticker: GME CUSIP: 36467W109 details! Contribute this example to the fuckery to contribute this example to the for. World are moving to electronic recordkeeping fidelity drs transfer to computershare CUSIP ( 36467W109 ) the process to... Transfer mentioning you need a CS account, too full access to your Computershare account open an account Fidelity! Money, you have created with zero correct answers start taking part in conversations process is to give question. Investment strategy a secure email sent from your TD Ameritrade account affiliated with GameStop nor Computershare and intended! Stock certificates '' to be clear about your investment strategy security questions such Social! Note, part of the process one step at a time my CS,.
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