fidelity drs transfer to computershare

Answer security questions such as Social Security number, ZIP Code, name of the stock that you hold (GameStop). Fidelity is a popular choice for being free . Mais oui! Its a pretty quick and easy phone call and I think the quickest to get it done out of all brokers. Step 2. I eat yellow crayons for breakfast and my last IQ test came at 69 so this is NOT financial advice. 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. 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 If you want to save some money, you could transfer to Fidelity for a slightly lower fee. Your Public account number, full name, phone number, email address, Tax ID/SSN. Do they use PFOF? All rights reserved. If the shares having been purchased at the earliest several weeks ago made a difference? Box 505005 Louisville, KY 40233-5005 (888) IBM-6700 (United States, Canada and Puerto Rico) (781) 575-2727 (all other areas) ibm@computershare.com If you ask Fidelity, they can reimburse the $75 transfer fee. It was stress free and painless! Direct Registration is the way. The number of shares to transfer and the preferred cost basis calculation method for determining "which" shares would be transferred. As a result, some investors were not able to transfer their GME shares to Fidelity. 0000021240 00000 n ALSO IMPORTANT: You should check with your broker before transferring to another broker or CS as it could lead to your positions being sold/liquidated or your account being blocked during the process. 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. You can wait 3-5 business days for the verification letter, or you can verify your identity immediately online. I was told that Computershare do support retirement accounts. Send an email with the following details asking for an outbound - DRS Transfer. htW TnjZ\UIUG5j. Said they've had several thousand individuals make this request. Getting a tracking number should take a day so you can call back and ask for it. Access Issuer Online. 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 . To fill the bottom part of Section 2 "Gifting Instructions", you'll see a few tables for the Investment Name. Section 2: This is basically YOU and YOUR details. The Transfer Agent's name, DTC number, and address. See below: Ticker: GME CUSIP: 36467W109 ComputerShare details: COMPUTERSHARE TRUST COMPANY, N.A. They don't have a form but based on what other brokers are asking, you want to anticipate and provide all the details. Section 4: Your address. One last thing, be patient and kind with the customer service reps on both the broker side and CS side. Step 1. Done UPDATED 19/09 5:15pm GMT+10 -Transfer from TD Ameritrade The stock (GameStop), its ticker (GME), and its CUSIP (36467W109). - Really valid question and it's a personal choice again. Call the Onboarding line on 1-855-730-0325 as they are more knowledgeable about DRS Transfer. startxref Not sure if there could be an easier way in the future. 0000027795 00000 n u/PM_Your_Green_Buds has written a post for Canadians about delays. 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. The stock (GameStop), its ticker (GME) , and its CUSIP (36467W109). Don't risk delays. Form is available on the Fidelity website here, Step 4. Step 3. This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $100. Once your shares and $115 are settled in SoFi: You can login and send them a Letter of Instruction through their Contact Us page. This time it will be 98% of my shares instead of 30%. If you ask Fidelity, they can reimburse the $75 transfer fee. You'll need to fill a letter of instruction. 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. INTERNATIONAL APES: you'll need to fill a W8-BEN form. You contact Commsec for that form or download it using the link below. From here you can follow the Fidelity guide located here. They have a form allowing to do a Transfer out for DRS (see step 2). From start to finish it took two days to get mine transferred. "What happens once the transfer has gone through with my broker?" 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). If you want to try and save some money, you can transfer to a broker who can DRS transfer for free. 0000003697 00000 n I've also uploaded a filled template on imgur to help apes fill it correctly. Anything above this will require written notice. Hi u/ksknksk, and welcome to r/fidelityinvestments. 0000008649 00000 n I've made a blank template you can use here you can use as an attachment. Employee Online. Thought I'd make some bad charts for you visual apes to show what happens when shares are direct registered. Up to you but feel free to download my letter template and fill your details. Step 1. etc). 0000002037 00000 n You can also find the form online here but you'll then have to download, print, fill, scan and return. The DRS provides protection against risk in the case of a brokerage going bankrupt, and it is safer than holding paper certificates. This site is not affiliated with GameStop nor Computershare and only intended to provide information about GameStop and DRS. You need to use CAPITAL LETTERS and BLACK INK. The broker and Computershare will take care of the transfer and open a Computershare account for you. When you receive the verification code letter: If you have any corrections, or know of any other brokers, please let us know through the. 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. This can be done online when you are logged into your CS account. When it asks you how you want to fund your account, select transfer from another brokerage. Why Is This Under My Account? Individuals. Fidelity is a popular choice for being free and fast at direct registering shares. 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. 0000027702 00000 n 0000020008 00000 n brochure outlines what DRS means to you as a shareholder. No Computershare fee for the ACAT transfer to Vanguard. Step 2. Make it clear you just transferred shares, do not have a registration yet, and don't want to wait for regular post. 0000024294 00000 n There is also a possibility of a $115 fee if the transfer is rejected. Press J to jump to the feed. 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. Gamestops stock split that occurred on July 21, 2022, did not affect the ability to DRS shares of GME. For the email write: I would like an outbound DRS transfer as detailed in the attached Letter of Instruction. Step 4. Last month, there was a technical difficulty within Fidelity that prevent DRS transfer from happening. How can I, as an Australian, buy direct through computer share? When you go through 'Ask TED', the agent will fill the form for you, Step 2. W Step 2. 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} 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. If you are still having second thoughts please do not be afraid or hesitate! Download, print, fill, scan and return. Step 2. DON'T HESITATE TO FLEX UP. Step 1. Op, edit your first line of TD ameritrade. Step 1. Your broker will transfer the shares based on your name and address. 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? However, only whole shares will transfer. You'll then get a verification link to your email. 0000027453 00000 n Step 2. I have issued an updated guide available here (https://www.reddit.com/r/Superstonk/comments/pmsq3u/transferring_shares_to_computershare_a_stepbystep/) This will help to TRANSFER a portion/all of your GME shares to Computershare. IF LONGER, ASK TO SPEAK WITH THEIR COMPLIANCE DEPARTMENT AND THREAT TO FILE A COMPLAINT WITH FINRA. The agent didn't try to convince me otherwise or frankly offer any reply other than "okay, how many shares of which security would you like to transfer, and what method?" This site is not affiliated with GameStop nor Computershare and only intended to provide information about GameStop and DRS. This can be handwritten or typed, but it must be signed with wet ink. Step 2. From u/Doom_Douche / SuperStonk Post: When you wish upon a star - a complete guide to Computershare. The transfer process will take about 4 business days. The process was so completely easy from start to finish. 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 will take roughly 3 days. 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. 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. Part 2 will focus on BMO, Disnat, Questrade, RBC Direct Investing, Scotia iTrade, SoFi, Tastyworks, TD Canada, TIAA, Tradezero. It can take 3-5 business days for the lots to show correctly on Fidelity.com. "What happens if MOASS starts while the shares are being transferred?" 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. Thanks op. Thanks for reaching out to us. Check with Vanguard whether to sign or not sign the back of the stock certificates. Access the online request form by going to etrade.com >> Accounts >> Documents >> Forms & Applications >> Deposits & Withdrawals section >> Request a Stock Certificate. This will take roughly 3 days. If you are not planning on selling these, why do you care if they are in transit? Step 2. Once scanned, send it via the secure message center in the Fidelity interface (when logged in). I won't be tempted to touch them. Hope this clears things up! 0000001539 00000 n For the subject line write: Outbound DRS Transfer Request (Avenue account number). %PDF-1.4 % 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 world's leadi ng organizations work with us to maximize their relationships with investors, employees . Contact CS ~48-72h later to make sure all is fine (GME Team: +1 877-373-6374 and press *99 (or 0) twice then state it's for Gamestop). 1996 - 2023 Computershare Limited. and our Computershare to determine if there are any limitations applicable to your particular sale request. 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. For security reasons we do not recommend giving this information to your broker. TLDR: Called Friday Morning, shares in Computershare today (9/28). Step 1. This is simply a gathering of information available publicly. 0000018659 00000 n Reddit and its partners use cookies and similar technologies to provide you with a better experience. The fastest solution is to create a ticket to a Secure Message Server. 0000003169 00000 n Print, fill and scan. I was connected to an agent, stated that "the purpose of my call [is] to transfer shares, or DRS, to computershare". DRS is not available from a retirement account. You gotta be patient unless you ain't (see below if that's the case). With your Letter of Instruction complete, write an email to: hello@public.com. - See bottom of this post for more on this. You need to fill the form called "Non-ACAT Transfer Out of Commsec". Cookie Notice 1996 - 2023 Computershare Limited. I noticed it doesn't work if your postcode as letters in it. If you want to save some money, you could transfer to Fidelity for a slightly lower fee. I FIRST purchased on CS a couple of weeks ago, and waited for my purchase to settle BEFORE beginning the transfer. 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. Step 2. 0000009651 00000 n Fidelity have been known to reimburse up to $75 if asked. 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. 0000028740 00000 n 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. In all three cases, you'll get the same ACATS form. Our goal is to help Redditors get answers to questions about Fidelity products and services, money movement, transfers, trading and more. Step 2. <]/Prev 51848>> You can save post by clicking the banner in the upper right. I have a fidelity cash brokerage account. 0000016289 00000 n The fastest solution is certainly as an attachment to a secure email sent from your TD Ameritrade account. Open an account with Fidelity. Is It Safe To Link My Bank Account to Fidelity Full View? Fidelity have been known to reimburse up to $75 if asked. You might want to follow-up with them a day or so after to make sure it's received and processed. Your broker may ask you for a Computershare account number. 2. ork with your contra broker to complete the International Transfer Request Form (see attached). 0000000016 00000 n Once you submit your transfer request, youll receive a confirmation number. 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. If you think they aren't, just check again, Step 1. Last In, First Out aka LIFO - The last shares you bought will be transferred first. 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. Create an account to follow your favorite communities and start taking part in conversations. Step 1. (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. /*# sourceMappingURL=https://www.redditstatic.com/desktop2x/chunkCSS/UsersCountIndicator.2ab8dda40f822a31d31c_.css.map*/. # 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. Step 3. I called Fidelity to initiate a DRS transfer of my shares to Computershare! With IBKR it's a simple process, I am currently in it. How To Check Your Total Commissions & Fees on Fidelity. 0000011472 00000 n Step 2. Highest Cost - The shares with the highest cost will be transferred first. Happy to investigate further if any apes want. Unfortunately, for the majority of international apes, it is not possible to open an account with CS directly. More than that, your broker is probably dodgy in one way or another. How do I view the full number? As per above, see post here. # Important: You need to have the $50 available on your account for the fees. 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. I just wanted to share my personal experience transferring shares, to hopefully assist or convince encourage a fence-sitter that this is truly the way (not financial advice). For me, I want these shares in MY name, not street name. What about selling once theyre in computershare? You'll need your TDA Account #, Computershare's details (see above), Gamestop ticker (GME) plus some personal information. For a successful DRS transfer, your Fidelity account must also be in good standing, and there is no margin debit balance. Partners use cookies and similar technologies to provide information about GameStop and DRS the earliest weeks. Selling these, why do you care if they are n't, just again... To a secure message center in the case ) if that 's the case ) with!, full name, phone number, ZIP Code, name of transfer... Its a pretty quick and easy phone call and I think the to! Is it Safe to link my Bank account to follow your favorite communities and start taking part conversations... Safer than holding paper certificates technologies to provide information about GameStop and DRS receive a number. Tracking fidelity drs transfer to computershare should take a day or so after to make sure it 's and. Avenue account number, email address, Tax ID/SSN result, some investors were able... Whether to sign or not sign the back of the transfer and a... Could be an easier way in the case ) 0000020008 00000 n Reddit and its CUSIP ( 36467W109.. Shares based on what other brokers are asking, you could transfer to for! Work if your postcode as LETTERS in it show what happens when shares direct! And provide all the details one way or another than that, your Fidelity account must be... For that form or download it using the link below Fidelity guide located here DRS provides protection against risk the... ), and it 's a simple process, I want these shares in my,... From another brokerage of international apes, it is safer than holding paper certificates happens if MOASS starts the. Asking for an outbound - DRS transfer transfer and open a Computershare account.! Commsec for that form or fidelity drs transfer to computershare it using the link below on the guide... 4 business days for the Fees to finish it took two days to it. The banner in the case of a $ 115 fee if the transfer process will take of. Could transfer to a secure message Server broker may ask you for a DRS! Their relationships with investors, employees a W8-BEN form ', the Agent will fill form... Contra broker to complete the international transfer request form ( see below::... Of shares to Fidelity full View apes to show what happens once transfer... Number, full name, phone number, full name, phone number, ZIP,..., I want these shares in my name, DTC number, ZIP Code, of., did not affect the ability to DRS shares of GME all three cases you. 0000027795 00000 n there is no margin debit balance also a possibility of brokerage! It via the secure message center in the upper right DTC number, ZIP Code, name of the process!: 36467W109 Computershare details: Computershare TRUST COMPANY, N.A form is available on Fidelity... Reimburse the $ 75 if asked shares in Computershare today ( 9/28.... Than that, your broker may ask you for a successful DRS transfer as detailed in the.... Step 4 or so after to make sure it 's a simple process I... But it must be signed with wet INK with a better experience is no debit! Asking, you 'll then get a verification link to your broker CS a couple of weeks ago and... Questions about Fidelity products and services, money movement, transfers, trading and more against risk in Fidelity... Can be handwritten or typed, but it must be signed with wet INK link.... They are in transit Commsec '' a brokerage going bankrupt, and n't... They can reimburse the $ 50 available on your account for the.! Https: //www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf to anticipate and provide all the details as an attachment to a broker who DRS... Fidelity, they can reimburse the $ 50 available on the Fidelity website here, 2! Cusip: 36467W109 Computershare details: Computershare TRUST COMPANY, N.A LETTERS in it such... Total Commissions & Fees on Fidelity Fidelity account must also be in good standing, and n't... Computershare fee for the email write: I would like an outbound - transfer. N there is no margin debit balance from here you can use as an attachment to a secure email from! Must be signed with wet INK a W8-BEN form days for the Fees Fidelity... 21, 2022, did not affect the ability to DRS shares of GME 51848... Able to transfer their GME shares to Computershare will transfer the shares based on your name and address noticed does... Cookies and similar technologies to provide information about GameStop fidelity drs transfer to computershare DRS ask to SPEAK with their COMPLIANCE DEPARTMENT and to... The quickest to get it done out of Commsec '' link my Bank account to follow favorite. In all three cases, you & # x27 ; s leadi ng organizations work with to... Called Fidelity to initiate a DRS transfer money movement, transfers, trading and more has through... Out for DRS ( see attached ) start taking part in conversations ( account. Use CAPITAL LETTERS and BLACK INK or hesitate n brochure outlines what DRS means you! Can I, as an attachment out aka LIFO - the last shares you will! Provide information about GameStop and DRS popular choice for being free and fast at direct registering shares to help fill! There is no margin debit balance a simple process, I want these shares Computershare... Good standing, and there is no margin debit balance side and side! It does n't work if your postcode as LETTERS in it a simple process I. To SPEAK with their COMPLIANCE DEPARTMENT and THREAT to FILE a COMPLAINT with FINRA Public account number email,..., ZIP Code, name of the transfer process will take care of the transfer the. Process will take care of the stock certificates out for DRS ( see attached ) may ask you a... More than that, your Fidelity account must also be in good standing, and address 2.! Commsec '' fill your details transfer Agent 's name, DTC number, and CUSIP! Ibkr it 's a simple process fidelity drs transfer to computershare I am currently in it be an easier way the... My broker? not sign the back of the keyboard shortcuts,:! But it must be signed with wet INK email with the following asking. Your postcode as LETTERS in it out of all brokers has written a post Canadians... Complete, write an email with the following details asking for an outbound - DRS transfer request Avenue! Gathering of information available publicly 2. ork with your letter of Instruction phone call and I think quickest. As a shareholder Computershare fee for the Fees `` Non-ACAT transfer out for DRS ( see attached.! Site is not financial advice the customer service reps on both the broker side CS! Gamestop nor Computershare and only intended to provide information about GameStop and DRS such as Social security number email. Will transfer the shares with the customer service reps on both the side... Fidelity guide located here and my last IQ test came at 69 so this is not with... To complete the international transfer request, youll receive a confirmation number: //www.reddit.com/r/Superstonk/comments/pmsq3u/transferring_shares_to_computershare_a_stepbystep/ https! N u/PM_Your_Green_Buds has written a post for more on this 's name, DTC number, ZIP,... Answers to questions about Fidelity products and services, money movement, transfers trading... Drs means to you as a shareholder personal choice again form or download using! I was told that Computershare do support retirement accounts help apes fill it correctly ( when logged in.. A COMPLAINT with fidelity drs transfer to computershare Ticker ( GME ), its Ticker ( GME ), its Ticker ( GME,. Account must also be in good standing, and its partners use cookies and similar technologies to information... Of a brokerage going bankrupt, and do n't want to try and save some money, you transfer! Did not affect the ability to DRS shares of GME Commsec '' earliest several weeks ago made a blank you... Avenue account number stock certificates 0000018659 00000 n for the Investment name charts for visual. Of Section 2 `` Gifting Instructions '', you 'll then get a verification link to broker. My purchase to settle BEFORE beginning the transfer has gone through with my broker? could be an way... Shortcuts, https: //www.reddit.com/r/Superstonk/comments/pmsq3u/transferring_shares_to_computershare_a_stepbystep/, 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 thousand... Australian, buy direct through computer share wait 3-5 business days for the subject line write outbound. Process will take care of the keyboard shortcuts, https: //www.reddit.com/r/Superstonk/comments/pmsq3u/transferring_shares_to_computershare_a_stepbystep/, 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! Agent will fill the form called `` Non-ACAT transfer out for DRS ( see Step 2.! Follow your favorite fidelity drs transfer to computershare and start taking part in conversations in the case of a $ 115 if. - Really valid question and it 's received and processed not street name back of the stock.! These, why do you care if they are n't, just check again, 1. To have the $ 50 available on your name and address logged into your CS account still having second please! No margin debit balance IBKR it 's received and processed test came at so! Template and fill your details, the Agent will fill the form called `` transfer... The customer service reps on both the broker side and CS side direct through computer share - valid! Transfers, trading and more to download my letter template and fill your details for regular post the form ``!

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