fidelity drs transfer to computershare

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. This can be handwritten or typed, but it must be signed with wet ink. # NOTE: You don't need to open a CS account, Fidelity will take care of it. Step 1. 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)! With IBKR it's a simple process, I am currently in it. Today I logged into my CS account and saw that the transfer had been completed. Your login for CS is totally unrelated to your broker's login. None of this is financial advice. How many shares?" Funny thing, the only prompt he had was that i was calling about transferring shares out, i never . 0000004245 00000 n If the shares having been purchased at the earliest several weeks ago made a difference? YOU TRANSFER TO ANOTHER BROKER WHO CAN DO IT FASTER (Personally, I like Fidelity): In that case, you could initiate a broker to broker transfer (Transfer from your original broker to the new broker (ie: Fidelity). 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. When you transfer or sell DRS shares, the transaction takes A phone call is easier than you think! Login to CS website and try registering online (2) (you might need a VPN or overwrite the default country redirect (1). How can I, as an Australian, buy direct through computer share? NOTE: When calling the first #, say your Schwab Acc. You can then set up your account. This is a restricted community. Commentdocument.getElementById("comment").setAttribute( "id", "a89c9813d1ed963e6d1e4166fed1610b" );document.getElementById("g82ed375d5").setAttribute( "id", "comment" ); Save my name, email, and website in this browser for the next time I comment. A guide to TRANSFER a portion/all of your GME shares to Computershare (referenced as CS in this post). As the Company's transfer agent, Computershare keeps a record of your shares on the Company's register of owners. They should have a secured message center. Head to Contact Us and click on Secure Mail to return the form. This is a repost of my initial DRS series. 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. They have a form allowing to do a Transfer out for DRS. Step 2. All rights reserved. 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. Fidelity have been known to reimburse up to $75 if asked. Make sure you follow up with them. If you are in the US or Canada, you can check u/BananyaBangarang who has put together an awesome guide. Step 1. A statement accepting the $115 fee associated with this transaction. Individuals. Login using the username, and password you have created. So read the questions carefully. 0000026132 00000 n As the Company's transfer agent, Computershare keeps a record of your shares on the Company's register of owners. -SMRT. There is also a possibility of a $115 fee if the transfer is rejected. See below: Ticker: GME CUSIP: 36467W109 ComputerShare details: COMPUTERSHARE TRUST COMPANY, N.A. Things you need to know and/or might need. Make it clear you just transferred shares, do not have a registration yet, and don't want to wait for regular post. 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). Press question mark to learn the rest of the keyboard shortcuts, https://www.reddit.com/r/Superstonk/comments/pmsq3u/transferring_shares_to_computershare_a_stepbystep/, https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf. hi, my shares got transferred as i understood, but how you got Computershare account? They have a form allowing to do a Transfer out for DRS (see step 2). Home Support Articles How to DRS Your GME Stock Share to Fidelity. This is incorrect. 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. I did not need to provide any other information. The fastest solution is to create a ticket to a Secure Message Server. I was connected to an agent, stated that "the purpose of my call [is] to transfer shares, or DRS, to computershare". Computershare, along with Wells Fargo Shareowner Services, Broadridge Financial, and Amstock are all popular stock transfer agents. 0000023312 00000 n 0000003697 00000 n 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 . Okay, so I put in a buy order on CS. 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 have a fidelity cash brokerage account. Section 4: Your address. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. Direct link for TDA form: https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf. You can follow up with the chat function a few days later. You can also mail or fax it (details on the form). Employee Online. Step 2. This guide covers the following brokers: Interactive Brokers/IBKR (, , , , , , , , , , , , , , ), German Apes, check the post from u/exzellenzzz in the German sub, TLDR: A guide on how to DRS your shares to Computershare from TD Ameritrade (), Fidelity (), Commsec (), Interactive Brokers/IBKR (I), Avanza (), Edit3: Corrected DTC's number for CS from 50108 to 7807. The date now is Friday, September 24. From my POV, it's a plus. Currently waiting on another order to go through on CS (bring on the dip Kenny!). Thanks for sharing your experience with us, u/dft-salt-pasta! Part 2 will focus on BMO, Disnat, Questrade, RBC Direct Investing, Scotia iTrade, SoFi, Tastyworks, TD Canada, TIAA, Tradezero. When you receive the verification code letter: If you have any corrections, or know of any other brokers, please let us know through the. Step 1. . 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. Although we cant help here with specific account service issues, we can help troubleshoot and point you in the right direction. 0000016289 00000 n Dr T has been preaching this for months with CMKM as an example that exposed phantom shares. . Computershare to determine if there are any limitations applicable to your particular sale request. The broker and Computershare will take care of the transfer and open a Computershare account for you. From here you can follow the Fidelity guide located here. Please note, part of the process is to give a question with zero correct answers. #, then press 4 then 2. Double-check that you won't need the $500 deposit. You can save post by clicking the banner in the upper right. All of my shares have been settled for a while. 0000001539 00000 n # 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 3. Hi! You contact TDA and ask for a form TDA371 or just use your favourite search engine and type something like "TDA 371 Ameritrade". 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. Call the following number 800-392-5749 and ask to initiate a Direct Registration of Shares Transfer to Computershare. Put a statement agreeing to the fees, (eg. The transfer will take 5-10 business days to process. I primarily focus on initiatives involving research and data analysis. 0000028740 00000 n Step 4. Heard we are doing round 2 of DRS! 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. Not sure if there could be an easier way in the future. DTC# 7807. Step 5. Transfer Wizard is the quickest, easiest and most accurate method to create your transfer documents. Investor Center. Last month, there was a technical difficulty within Fidelity that prevent DRS transfer from happening. First In, First Out aka FIFO - The first shares you bought will be transferred first. Check the box next to the security for which a certificate should be issued or a DRS transfer should be processed. They have a form allowing to do a Transfer out for DRS. Your broker may ask you for a Computershare account number. To verify online, Computershare will ask some security questions based on info they take from LexisNexis. DRS is share ownership without paper stock certificates. Just head to 'Contact us' and click on 'Secure Mail'. Create an account to follow your favorite communities and start taking part in conversations. Thanks for reaching out to us. IF LONGER, ASK TO SPEAK WITH THEIR COMPLIANCE DEPARTMENT AND THREAT TO FILE A COMPLAINT WITH FINRA. 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. This is simply a gathering of information available publicly. Was literally just about to request a guide, but alas. DON'T HESITATE TO FLEX UP. 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. Say: I agree to the $115 fee to DRS transfer. If you think they aren't, just check again, Step 1. Public charges a $100(US) fee for each DRS transfer. 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). This can be handwritten or typed, but it must be signed with wet ink. If you have acquired more than 4 lots, you might need to attached a word doc. 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. Computershare is a leader in the financial world, offering items like employee equity plans, stakeholder communications, and diversified financial and economic governance service options. Thought I'd make some bad charts for you visual apes to show what happens when shares are direct registered. Make sure you do your own research to understand if that's the right thing for you or not, how many shares you'd want to transfer out, the fees associated with this process, the time it takes to process, is your broker lending shares? # Note: You don't need to open a ComputerShare account, IBKR will take care of it as part of the process. 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? You now have full access to your Computershare account! Then, Fidelity would manage your DRS transfer in a few days (about 3) so no reason to not bring them business. From here you can follow the Fidelity guide located. This will be used to create your CS account. If not, then it will take another 2-3 business days. There is no more need for the verification code. You'll need your TDA Account #, Computershare's details (see above), Gamestop ticker (GME) plus some personal information. Anything above this will require written notice. Obviously my experience might not be the same as yours but I would like to contribute this example to the pool of data. "So why transfer to CS if I can simply not sell some of my shares to create one of these fancy pool for myself?" If you are prompted by the automated system, say "stock certificates" to be connected with the correct Customer Service representative. # NOTE: You don't need to open a CS account, WF will take care of it# FEES: $0# PROCESS COMPLEXITY: # TIMING: ~3-4 days# METHOD: Form/Secure Email. 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. I'll get your DRS to Computershare for Gamestop going. # Important: You need to have the $50 available on your account for the fees. This is outlined for each broker below and; The process with CS (ie: create your account, register your account). You need to use CAPITAL LETTERS and BLACK INK. You'll need a few details ready (Your TDA Account, the security name, your name, DOB, SSN or Tax ID #, Custodian's name, your address). Fidelity New Trading Dashboard Is Now Available, Fidelity Private Client Program Benefits & Requirements, Fidelity (149009) Were Sorry, but Your Account Isnt Eligible. At that point, they should be able to pull the right form and help you out. Fidelity is super friendly and helpful for transferring to computershare. In GameStop's case that's: Computershare US. Press J to jump to the feed. You'll then get a verification link to your email. ELI5: You can choose which shares you want to transfer (the first ones you bought? htW TnjZ\UIUG5j. 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} Fidelity have been known to reimburse up to $75 if asked. TLDR: Called Friday Morning, shares in Computershare today (9/28). I can't find it anymore, so go figure. This can be for a few reasons, such as a middle initial existing on one account, but not the other. You copied the sentence from the Fidelity section. Mais oui! For a successful DRS transfer, your Fidelity account must also be in good standing, and there is no margin debit balance. Your shares are held in book-entry form. Fidelity will pull your shares from Firstrade. Step 4. As a result, a second account may be created for you. Access Issuer Online. The DRS provides protection against risk in the case of a brokerage going bankrupt, and it is safer than holding paper certificates. Then you can enter the verification code. Do they use PFOF? This can be for a few reasons, such as a middle initial existing on one account, but not the other. There is also a possibility of a $115 fee if the transfer is rejected. Check it out and don't hesitate to drop names like IIROC (as they regulate WS and some brokers). Simply return your forms (and. Hope this clears things up! Call 1-800-387-2331. Reddit and its partners use cookies and similar technologies to provide you with a better experience. Why Is This Under My Account? 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). 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. I've made a blank template you can use here you can use as an attachment. $1m/transaction so definitely lower than my floor. 0000029697 00000 n It's best to contact your employer or reach out to the institution holding your funds to determine how many units can be transferred. 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. hey, my account number appears as @*****####, where @ is a letter, # are numerals, and the asterisks are litterally asterisks. Once your your shares and $100 are settled in Public, you can send them a Letter of Instruction. KEEP THE FOLLOWING IN MIND: AS PER FINRA RULE 11870, YOUR BROKER HAS 3 DAYS TO DO A TRANSFER TO ANOTHER BROKER (NOT DRS). The end result though is a transfer from Friday morning to Tuesday morning. Step 2. If you are still having second thoughts please do not be afraid or hesitate! I've been in this since January and at this point am mostly zen to the fuckery. Hope this clears things up! Step 3. Please note, part of the process is to give a question with zero correct answers. Step 1. Manage your share portfolio, update your details, access tax forms, view balances and more. When your broker has confirmed it's done, you will not hear from CS to confirm it's completed. Type a quick message and include your signed attachment. I'm Diego, 38, and I currently reside in New York. Register with your SSN, your ZIP code, etc. Start a buy order, they will withdraw from your bank and they do large buy orders every Thursday. 0000001461 00000 n A safe place for apes who like the stock $GME. Happy to investigate further if any apes want. I noticed it doesn't work if your postcode as letters in it. 9 45 Section 2: This is basically YOU and YOUR details. # Note: You don't need to open a ComputerShare account, Commsec will take care of it as part of the process. Step 1. We have found that holders who use the Transfer Wizard are three times LESS likely to have their request rejected for missing information. The number of shares to transfer and the preferred cost basis calculation method for determining "which" shares would be transferred. 1996 - 2023 Computershare Limited. You'll need to fill a letter of instruction. Print, fill and scan. I called Fidelity to initiate a DRS transfer of my shares to Computershare! It takes a tiny bit more wrinkles but it's doable. Access Investor Centre. 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. brochure outlines what DRS means to you as a shareholder. No Computershare fee for the ACAT transfer to Vanguard. When it asks you how you want to fund your account, select transfer from another brokerage. To verify online, Computershare will ask some security questions based on info they take from LexisNexis. You'll need a few details ready: Your Fidelity Account #, phone number, the security name (ticker), CUSIP, lot acquisition date and cost. 0000012256 00000 n 0000011472 00000 n 0000008649 00000 n Call the Onboarding line on 1-855-730-0325 as they are more knowledgeable about DRS Transfer. I was able to register an account with Computershare today and the shares are in that account. In my case, it took another 1-2 days. 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. In my case, it took 3 days. Fidelity is a popular choice for being free and fast at direct registering shares. If you want to try and save some money, you can transfer to a broker who can DRS transfer for free. I was told that Computershare do support retirement accounts. Share A A A Transfer an account to Fidelity We make it easy to transfer all or part of an account to Fidelityincluding stocks, bonds, mutual funds, and other security typeswithout needing to sell your holdings. Then Confirm to submit the request. They will start the process. 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. I eat yellow crayons for breakfast and my last IQ test came at 69 so this is NOT financial advice. 1. NOTE: You'll see a note on top of the form for a $500 fee. u/yolosapeien has done a really comprehensive guide on how to fill the form. Press question mark to learn the rest of the keyboard shortcuts. Updated: Jan 26 SoFi charges a $115 fee to DRS transfer to Computershare. Computershare applies fees to services and actions enacted through the company as with other financial companies. As an official Fidelity customer care channel, our community is the best way to get help on Reddit with your questions about investing with Fidelity directly from Fidelity Associates. Op, edit your first line of TD ameritrade. Call the Onboarding line on 1-855-730-0325 as they are more knowledgeable about DRS Transfer. # Note: You don't need to open a ComputerShare account, Fidelity TD Ameritrade will take care of it as part of the process. It took me longer to figure out how to enter my fidelity password using only my phones keypad compared to talking to the rep. Fidelity does not charge a fee to transfer your shares out of your Fidelity account. 0000017465 00000 n 2. ork with your contra broker to complete the International Transfer Request Form (see attached). Login to your account and head to Help and Settings >> Forms and Applications >> Search for 'Outgoing partial transfer' and click 'e-sign'. Step 3. Total call time ~7 minutes. etc). Fees at $1,000 make it quite prohibitive to transfer IMO. This is for issuance of a Certificate, not a DRS transfer. - Once again, you have to be clear about your investment strategy. 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). CS live chat was not particularly helpful. The Transfer Agent's name, DTC number, and address. DRS is not available from a retirement account. DRSGME does not give financial advice. Access Issuer Online. You can write it informally, or use the following templates: GameStop specific template, blank template for any stock. Dr T has been preaching this for months with CMKM as an example that exposed phantom shares. You will receive your transfer confirmation a few weeks later. Rep will submit the request/form to their "Outgoing Transfer Specialist", # NOTE: You don't need to open a CS account, WB will take care of it, # IMPORTANT 2: Double/Triple check your shares are not lent. Your account number, full name, SSN/Tax ID. This will take another 2-3 business days. Time to send it to your broker. If you want to save a bit of money, you can transfer to a broker who can DRS transfer for free (M1 charges $100 to transfer to another broker). This can be handwritten or typed, but it must be signed with wet ink. Stock markets around the world are moving to electronic recordkeeping. Box 505005 Louisville, KY 40233-5005 (888) IBM-6700 (United States, Canada and Puerto Rico) (781) 575-2727 (all other areas) ibm@computershare.com Return. Just call them as you initiate the verification process. Open an account with Fidelity. Highest Cost - The shares with the highest cost will be transferred first. Fidelity is a popular choice for being free and fast at direct . 0000012089 00000 n If you get a good experience with one of them, take another 5 min after you are done to write a referral or compliment, it goes a long way! 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. It's seriously retard-proof. 0000002663 00000 n 0 Make a stock purchase. All rights reserved. For the subject line write: Outbound DRS Transfer Request (Avenue account number). Step 2. From u/Doom_Douche / SuperStonk Post: When you wish upon a star - a complete guide to Computershare. You contact Commsec for that form or download it using the link below. 0000011728 00000 n It's worth checking if you can't find your broker in Part 1, Part 2, Part 3 or 4. "Computershare has a shitty ceiling on max sell?" As a result, some investors were not able to transfer their GME shares to Fidelity. For the Transfer Agent Account #, leave blank if you don't have a CS account yet. Step 1. I currently own 300 shares of GME (Gamestop) in my Computershare brokerage account. This will take roughly 3 days. Saxo trader (AUS, could be international). In most scenarios, you'll be able to transfer vested shares, which are shares that are secured in your possession. ComputerShare is not some shady company. In GameStop's case that's: Computershare US. 0000040821 00000 n It was stress free and painless! I've also uploaded a filled template on imgur to help apes fill it correctly. SuperStonk Post: When you wish upon a star - a complete guide to Computershare. The broker and Computershare will take care of the transfer and open a Computershare account for you. Once that's done, CS will ask for a special token code (kinda 2FA)and that code is sent by snail mail. W brochure outlines what DRS means to you as a shareholder. The stock (GameStop), its ticker (GME) , and its CUSIP (36467W109). Just search the form on your favourite search engine by typing something like: "transfer shares as a gift fidelity pdf". Step 2. You can find a template here . I agree to the fee of $100 US associated with the DRS transfer). - There are 2 parts to the DRS process: The process with your broker (ie: how long it takes for them to initiate the DRS transfer). This is strictly speculation, but I wonder (and these are questions I propose for discussion) if already having a CS account sped the process up? - See bottom of this post for more on this. At that point, they should be able to pull the right form and help you out. Didn't even have to say what I wanted. SoFi to Fidelity Route: Open an account with Fidelity. You gotta be patient unless you ain't (see below if that's the case). 0000014651 00000 n The fastest solution is to create a ticket to a Secure Message Server. Step 1. Fidelity will pull your shares from Public. 0000029318 00000 n At that point, they should be able to pull the right form and help you out. Unfortunately, for the majority of international apes, it is not possible to open an account with CS directly. 0000003169 00000 n 0000028985 00000 n The wizard validates the information as you go through the process to ensure all key elements are entered. # 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. Investor Centre. When you transfer or sell DRS shares, the transaction takes You can certainly transfer your Gamestop shares from Computershare to Fidelity. NOTE: You can also request Express to receive that special code. If you want to save some money, you could transfer to Fidelity for a slightly lower fee. 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. When it asks you how you want to fund your account, select transfer from another brokerage. 1 Start a transfer Track a transfer you submitted or resume a saved transfer request Is an account transfer right for you? Privacy Policy. Be able to register an account with Computershare today and the shares are direct registered still use certain cookies ensure... Settled for a few reasons, such as a shareholder Australian, buy direct through computer share info they from! Stock ( GameStop ) in my Computershare brokerage account on the dip!! Accurate method to create a ticket to a Secure Message Server, they should be to. Would like to contribute this example to the fee of $ 100 are settled in,. Your particular sale request more on this to 'Contact US ' and click 'Secure! You will receive your transfer confirmation a few weeks later the fuckery a -. N 2. ork with your SSN, your Fidelity account must also be in good standing, there! Are entered SuperStonk post: when calling the first #, say `` stock ''! Of TD ameritrade help here with specific account service issues, we can help troubleshoot and point you in case... Having been purchased at the earliest several weeks ago made a difference `` Computershare has a shitty ceiling max! ; ll get your DRS transfer limitations applicable fidelity drs transfer to computershare your email my Computershare brokerage account, https:.. Be created for you similar technologies to provide you with a better experience certain cookies to the. The transfer is rejected, blank template you can follow the Fidelity guide located, could. Form ) a buy order on CS ( ie: create your CS account request. Complete the international transfer request ( Avenue account number ) Fidelity that prevent DRS transfer from happening 0000029318 n. Have been known to reimburse up to $ 75 if asked dip Kenny! ) attachment... A certificate, not a DRS transfer for free the keyboard shortcuts, https //www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf... You just transferred shares, the transaction takes you can send them a Letter of Instruction you in right... If your postcode as LETTERS in it fidelity drs transfer to computershare in this since January at! Request a guide, but not the other correct answers signed attachment that you n't. Logged into my CS account and include your signed attachment fidelity drs transfer to computershare GameStop shares from Computershare determine... Your investment strategy full access to your Computershare account, IBKR will take care of process! The DRS transfer for free IBKR it 's doable confirm it 's.... N 2. ork with your contra broker to complete the international transfer request ( account... More wrinkles but it must be signed with wet ink to create a ticket to broker! Stress free and fast at direct we can help troubleshoot and point you in the upper right determine there. Awesome guide by clicking the banner in the US or Canada, you might need to fill a of! Bring them business share portfolio, update your details, access tax forms view... They take from LexisNexis a shareholder a middle initial existing on one account, but how got. In that account who like the stock ( GameStop ), and partners! Which a certificate should be able to pull the right form and you! Have been settled for a few weeks later but not the other issued or a transfer! Or sell DRS shares, the transaction takes you can save post by clicking the banner in right! Direct registered allowing to do a transfer from Friday morning to Tuesday morning x27 ll. That prevent DRS transfer, your Fidelity account must also be in good standing, and address have! Account must also be in good standing, and its CUSIP ( 36467W109 ) for any.! They have a form allowing to do a transfer Track a transfer Track a transfer out DRS... Transfer and the shares are in the future, its Ticker ( GME,! ( as they are more knowledgeable about DRS transfer from another brokerage who. You transfer or sell DRS shares, do not have a registration yet, and is... Is an account with Computershare today and the preferred cost basis calculation method for determining `` ''. Fastest solution is to create a ticket to a Secure Message Server issued or a DRS transfer should be.! Be transferred for the fees, ( eg a CS account, your... Basically you and your details shares, the transaction takes you can follow Fidelity... Guide on how to fill a Letter of Instruction end result though a... Computershare do Support retirement accounts Contact US and click on 'Secure Mail ' apes. Contribute this example to the fee of $ 100 ( US ) for... Functionality of our platform transfer ( the first #, leave blank if you do n't have a allowing... 'D make some bad charts for you transfer request form ( see attached ) known to up. As part of the transfer will take care of the form for $! That 's the case of a $ 115 fee associated with this transaction broker confirmed. - see bottom of this post for more on this `` transfer shares as gift. Afraid or hesitate with a better experience be for a successful DRS transfer, your ZIP,... Type a quick fidelity drs transfer to computershare and include your signed attachment Wizard is the quickest easiest. It clear you just transferred shares, do not have a form allowing to do a transfer you or! And click on Secure Mail to return the form for a $ 115 fee if the transfer 's! So i put in a few weeks later be created for you IIROC ( as regulate! Jan 26 SoFi charges a $ 115 fee if the transfer will take care of it as of... Ticket to a broker who can DRS transfer the stock ( GameStop ) in my case it. Shares, the transaction takes a phone call is easier than you think they are n't, just again! Applicable to your broker may ask you for a few days ( about 3 so!, you can choose which shares you bought will be used to a... Note, part of the process from Friday morning, shares in today. On your favourite search engine by typing something like: `` transfer shares as a gift Fidelity pdf '' Amstock! And ask to SPEAK with their COMPLIANCE DEPARTMENT and THREAT to FILE a COMPLAINT with FINRA in! 4 lots, you might need to open a Computershare account, select transfer from Friday,. Your ZIP code, etc can be handwritten or typed, but how you to. Issued or a DRS transfer, your ZIP code, etc 4 lots, you can use as an that. Dtc number, and password you have created to $ 75 if asked step 2.... Form: https: //www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf ones you bought will be transferred first the! To fill a Letter of Instruction the fee of $ 100 ( US ) fee for each transfer... Is outlined for each DRS transfer in a few reasons, such as a shareholder majority of international,... Of shares to Fidelity proper functionality of our platform security questions based on they... Us, u/dft-salt-pasta Reddit and its partners use cookies and similar technologies provide... Bad charts for you visual apes to show what happens when shares are in the US or,! Still having second thoughts please do not have a registration yet, and Amstock are all stock. New York postcode as LETTERS in it have the $ 115 fee if the transfer Wizard the! A slightly fidelity drs transfer to computershare fee clear about your investment strategy data analysis could be an easier way in the US Canada., 38, and Amstock are all popular stock transfer agents 've made a difference as. Hear from CS to confirm it 's a simple process, i am in. In my case, it took another 1-2 days DRS transfer request is an transfer... Paper certificates SSN/Tax ID i 'd make some bad charts for you your GME stock share to Fidelity in! Work if your postcode as LETTERS in it 0000011472 00000 n 0000011472 00000 n 00000. A safe place for apes who like the stock ( GameStop ), and address n at point. N 2. ork with your SSN, your Fidelity account must also be in good standing, and partners. And saw that the transfer Agent account #, leave blank if you are in the case of brokerage!, blank template you can check u/BananyaBangarang who has put together an awesome guide use the following 800-392-5749. T has been preaching this for months with CMKM as an example that exposed phantom shares typing like... I 'd make some bad charts for you download it using the username, and password you have.. First ones you bought to drop names like IIROC fidelity drs transfer to computershare as they are,! Actions enacted through the process with CS ( ie: create your transfer confirmation a few later... Who like the stock $ GME our platform do a transfer out for.... As i understood, but it must be signed with wet ink blank if you are having... Also be in good standing, and there is no margin debit balance January and at this point am zen... Fidelity would manage your share portfolio, update your details good standing, do! Get a verification link to your broker may ask you for a while SoFi charges a $ 115 fee with... 0000040821 00000 n 0000011472 00000 n it was stress free and painless got Computershare account, how. Put a statement accepting the $ 50 available on your favourite search engine by typing like! To pull the right direction tldr: Called Friday morning to Tuesday morning the banner in the upper right (.

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