fidelity drs transfer to computersharefidelity drs transfer to computershare

Once your your shares and $100 are settled in Public, you can send them a Letter of Instruction. 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. I have a fidelity cash brokerage account. 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. SoFi charges a $115 fee to DRS transfer to Computershare. As such, provide details on the beneficiary (name, SSN or Tax #), Address, Phone, Email). You can save post by clicking the banner in the upper right. 0000001539 00000 n If you bought all your shares all at once, you probably just need to fill one table. 0000017465 00000 n <]/Prev 51848>> From my POV, it's a plus. Make sure you can transfer your shares. Step 1. 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). Select an account from the drop-down menu. It can take 3-5 business days for the lots to show correctly on Fidelity.com. It can take 3-5 business days for the lots to show correctly on Fidelity.com. Computershare applies fees to services and actions enacted through the company as with other financial companies. Your broker will transfer the shares based on your name and address. 0000001840 00000 n Fidelity have been known to reimburse up to $75 if asked. - Once again, you have to be clear about your investment strategy. 0 Step 2. Section 4: Your address. For the Transfer Agent Account #, leave blank if you don't have a CS account yet. As the Company's transfer agent, Computershare keeps a record of your shares on the Company's register of owners. At that point, they should be able to pull the right form and help you out. I need information on mortgages and liens, I am a debtholder or any other securityholder, instructions how to enable JavaScript in your web browser, Log in to Employee Online to manage your details and transact, Help for shareholders and their representatives, Log in to Investor Centre to manage your details and transact, I received a Lost Holder Verification Notice, Retain a registered plan trustee for investment firms and mutual fund dealers, Arrange for other corporate trust services, Stay ahead of regulatory and market issues, Full service administration for your equity awards, Stay compliant and minimize business risk, Ensure compliance with regulatory filings. Unfortunately, for the majority of international apes, it is not possible to open an account with CS directly. 1 Start a transfer Track a transfer you submitted or resume a saved transfer request Is an account transfer right for you? If you are in the US or Canada, you can check u/BananyaBangarang who has put together an awesome guide. Anything above this will require written notice. A DRS transfer shouldn't take more than 3-7 days. A place for theoretical discussions about business and stocks - specifically GameStop Stock ($GME). Box 505005, Louisville, KY 40233-5005. You would have to deal with CS in the US. 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. There is no more need for the verification code. 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. Your shares are held in book-entry form. Computershare, along with Wells Fargo Shareowner Services, Broadridge Financial, and Amstock are all popular stock transfer agents. Call the following number 1-800-756-0128 1-800-343-3548 and say it's for 'stock certificates' Step 2. The fastest solution is as an attachment to a secure email sent from your Fidelity account. Make a stock purchase. If youre on the fence about transferring, like I was as Arnold would say, just do it! This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $100. Privacy Policy. From here you can follow the Fidelity guide located here. 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. The last ones? 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. Step 2. For now, I'm waiting for more verifications. Step 1. Investor Centre. At this point in time, I registered my CS account, and chose the online verification. Automated Stock Adminstrator's Portal When it asks you how you want to fund your account, select transfer from another brokerage. Step 2. 0000018659 00000 n Mais oui! 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 . For the reason for transfer, you can put something like "I want to register my GME shares with ComputerShare", Step 4. 0000022736 00000 n Our goal is to help Redditors get answers to questions about Fidelity products and services, money movement, transfers, trading and more. Send them an email along with the attachment. This will take another 2-3 business days. Issuer Online. 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). Make it clear you just transferred shares, do not have a registration yet, and don't want to wait for regular post. 0000023128 00000 n Please note, part of the process is to give a question with zero correct answers. 0000012256 00000 n Step 1. Step 2. "What happens once the transfer has gone through with my broker?" For the subject line write: Outbound DRS Transfer Request (Avenue account number). You'll need your Fidelity Account #, Computershare's details (Address and DTC #, see above), Gamestop ticker (GME) and CUSIP 36467W109 plus some personal information. From start to finish it took two days to get mine transferred. Answer security questions such as Social Security number, ZIP Code, name of the stock that you hold (GameStop). I agree to the fee of $100 US associated with the DRS transfer). Download and fill the Letter of Authorization form from their site. Employee Online. You'll need to set up your account with personal details, 3 security questions and a password. Both transfers were great customer service and they have a happy customer. Computershare Trust Company, N.A., P.O. Make sure you follow up with them. In all three cases, you'll get the same ACATS form. 0000026132 00000 n Your account number, full name, SSN/Tax ID. They are the designated transfer agent for 37.4% of the market. How can I, as an Australian, buy direct through computer share? Fidelity is a popular choice for being free . 0000014350 00000 n A guide to TRANSFER a portion/all of your GME shares to Computershare (referenced as CS in this post). Step 5. In GameStop's case that's: Computershare US. Not sure if there could be an easier way in the future. Print, sign, and scan the Letter of Instruction. The transfer will take 5-10 business days to process. Download, print, fill, scan and return. 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. 0000000016 00000 n I'm Diego, 38, and I currently reside in New York. 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. 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. There is also a possibility of a $115 fee if the transfer is rejected. It's worth checking if you can't find your broker in Part 1, Part 2, Part 3 or 4. 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. Step 1. 0000040821 00000 n 0000027795 00000 n Computershare to determine if there are any limitations applicable to your particular sale request. For me, I want these shares in MY name, not street name. 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. Direct Registration System (DRS) Transfers and how we lend shares. Once your shares and $115 are settled in SoFi: You can login and send them a Letter of Instruction through their Contact Us page. They have a form allowing to do a Transfer out for DRS. Once your your shares and $100 are settled in Public, you can send them a Letter of Instruction. 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} Press question mark to learn the rest of the keyboard shortcuts. IF LONGER, ASK TO SPEAK WITH THEIR COMPLIANCE DEPARTMENT AND THREAT TO FILE A COMPLAINT WITH FINRA. Double-check that you won't need the $500 deposit. Manage your employee portfolio, access tools and support features This time it will be 98% of my shares instead of 30%. Individuals. 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. The transfer process is quite simple. W This will be used to create your CS account. NOTE: You'll see a note on top of the form for a $500 fee. This is simply a gathering of information available publicly. 0000002037 00000 n Say or write: "I want to DRS transfer my GME shares to Computershare". 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. Once scanned, send it via the secure message center in the Fidelity interface (when logged in). I primarily focus on initiatives involving research and data analysis. Up to you but feel free to download my letter template and fill your details. 0000021240 00000 n I won't be tempted to touch them. Our team is always happy to help. They should have a secured message center. Step 4. Step 2. I can't find it anymore, so go figure. Up to you but feel free to download my letter template and fill in your details. I'll get your DRS to Computershare for Gamestop going. Press question mark to learn the rest of the keyboard shortcuts. u/PM_Your_Green_Buds has written a post for Canadians about delays. # 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. Step 1. There is no more need for the verification code. I eat yellow crayons for breakfast and my last IQ test came at 69 so this is NOT financial advice. Hi u/ksknksk, and welcome to r/fidelityinvestments. Section 2: This is basically YOU and YOUR details. Call the Onboarding line on 1-855-730-0325 as they are more knowledgeable about DRS Transfer. If you ask Fidelity, they can reimburse the $75 transfer fee. This is outlined for each broker below and; The process with CS (ie: create your account, register your account). "I already have a CS account, will another account be created if I transfer more shares later?" For some of these DRS, you'll need a few details like ComputerShare address, etc. When you go through 'Ask TED', the agent will fill the form for you, Step 2. For example, you might get push-back on the DRS transfer mentioning you need a CS account. # 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. What Is SPAXX in Fidelity? Fidelity will pull your shares from Public. Step 3. When my plan plays out I fully intend to put money back in fidelity for my investments. 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. It's best to contact your employer or reach out to the institution holding your funds to determine how many units can be transferred. 9 0 obj <> endobj "What happens to my shares once they are 'transferred' to CS?" # FEES: $115 (if rejected, it will be $125 rejection fee). What about selling once theyre in computershare? Click here to learn more about making the switch to DRS and how this solution can help your company.. Say: I want an outbound DRS transfer of my GME shares to Computershare. More than that, your broker is probably dodgy in one way or another. In most scenarios, you'll be able to transfer vested shares, which are shares that are secured in your possession. Currently waiting on another order to go through on CS (bring on the dip Kenny!). 0000014651 00000 n DRS is share ownership without paper stock certificates. If you think they aren't, just check again, Step 1. Step 1. Please note, part of the process is to give a question with zero correct answers. 0000028985 00000 n 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 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. Direct Registration is the way. Although we cant help here with specific account service issues, we can help troubleshoot and point you in the right direction. For security reasons we do not recommend giving this information to your broker. 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. This can be handwritten or typed, but it must be signed with wet ink. P.O. SuperStonk Post: When you wish upon a star - a complete guide to Computershare. NOTE: You are basically gifting/transferring these shares to yourself. Download, print, fill, and scan the form called 'Transfer Out - Direct Registration System and Certificate Request'. Here is something I found really quickly. Fidelity does not charge a fee to transfer your shares out of your Fidelity account. As the Company's transfer agent, Computershare keeps a record of your shares on the Company's register of owners. Open an account with Fidelity. Your broker may ask you for a Computershare account number. 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. Login to CS website and try registering online (2) (you might need a VPN or overwrite the default country redirect (1). Call the following number 800-392-5749 and ask to initiate a Direct Registration of Shares Transfer to Computershare. You copied the sentence from the Fidelity section. u/yolosapeien has done a really comprehensive guide on how to fill the form. Step 2. Direct link for TDA form: https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf. To verify online, Computershare will ask some security questions based on info they take from LexisNexis. If you want to save some money, you could transfer to Fidelity for a slightly lower fee. Step 2. Your CS account #. This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $115(US). - Really valid question and it's a personal choice again. 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. Op, edit your first line of TD ameritrade. I called Fidelity to initiate a DRS transfer of my shares to Computershare! Put a statement agreeing to the fees, (eg. 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). You'll need a few details ready: Your Fidelity Account #, phone number, the security name (ticker), CUSIP, lot acquisition date and cost. Step 3. 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. I've made a blank template you can use here you can use as an attachment. Your login for CS is totally unrelated to your broker's login. I did not need to provide any other information. ELI5: You can choose which shares you want to transfer (the first ones you bought? Step 2. Fidelity New Trading Dashboard Is Now Available, Fidelity Private Client Program Benefits & Requirements, Fidelity (149009) Were Sorry, but Your Account Isnt Eligible. 0000018605 00000 n Direct Registering Shares (DRS) is the MOASS key handed on a golden platter. Your broker may ask you for a Computershare account number. Why don't Fidelity support transferring retirement shares via DRS? 0000028740 00000 n 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). They are the designated transfer agent for 37.4% of the market. Your broker will transfer the shares based on your name and address. Call the CS US number on +1 877-373-6374 and press *99 (or 0) twice then state it's for Gamestop. Step 4. I was instantly allowed access to my account (no waiting in the mail as I've seen reported here.) Dr T has been preaching this for months with CMKM as an example that exposed phantom shares. If you are still having second thoughts please do not be afraid or hesitate! I was told that Computershare do support retirement accounts. 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. TLDR: Called Friday Morning, shares in Computershare today (9/28). # IMPORTANT: You need sufficient funds on your account when starting this process. Do they use PFOF? When you transfer or sell DRS shares, the transaction takes Once your account is created, Computershare will send you a verification letter in the mail. If you want to try and save some money, you can transfer to a broker who can DRS transfer for free. Say: I agree to the $115 fee to DRS transfer. 0000008649 00000 n Create your account after shares have settled in 6-7 days. You contact Commsec for that form or download it using the link below. Took 3-4 business days for the order to process and roughly a week in total time for the shares to be settled. 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). Happy to investigate further if any apes want. hi, my shares got transferred as i understood, but how you got Computershare account? - 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. Your account number, your name, your phone number, your email. 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. You can wait 3-5 business days for the verification letter, or you can verify your identity immediately online. Return. From what I understand it takes 4-5 days. Each investor is responsible for their own decisions. This is for issuance of a Certificate, not a DRS transfer. Hours: 7am-10pm ET M-F, 11:30am-10pm ET Sat/Sun, Press J to jump to the feed. See page 14 for contact information. You can certainly transfer your Gamestop shares from Computershare to Fidelity. Computershare will then prompt you to create your username, password and security questions. Step 2. Thanks for reaching out to us. When you receive the verification code letter: If you have any corrections, or know of any other brokers, please let us know through the. 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. 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 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. You now have full access to your Computershare account! The broker and Computershare will take care of the transfer and open a Computershare account for you. TLDR: This is an update done on 14 Sept 2021. # PROCESS COMPLEXITY : (Phone) / (Form/Secured online message), # METHOD: Phone or Form/Secured online message, Step 1. etc). He knew. Each investor is responsible for their own decisions. If your name and address match exactly, then the transfer will process within the normal amount of time. Your shares are held in book-entry form. I was looking into how I can drs x amount of shares to CS? Highest Cost - The shares with the highest cost will be transferred first. Open an account with Fidelity. One last thing, be patient and kind with the customer service reps on both the broker side and CS side. 0000029318 00000 n To verify online, Computershare will ask some security questions based on info they take from LexisNexis. They have a form allowing to do a Transfer out for DRS (see step 2). This can be handwritten or typed, but it must be signed with wet ink. 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. YOU CAN ALSO USE NAASA FOR ASSISTANCE. If you don't have a CS account, that's ok, they should be able to proceed. # Important: You need to have the $50 available on your account for the fees. Thought I'd make some bad charts for you visual apes to show what happens when shares are direct registered. You gotta be patient unless you ain't (see below if that's the case). From here you can follow the Fidelity guide located here. This sexy ape called u/Bibic-Jr is keeping a good log of all brokers. Then you can enter the verification code. $1m/transaction so definitely lower than my floor. 1. A statement accepting the $115 fee associated with this transaction. 0000011728 00000 n Fidelity is a popular choice for being free and fast at direct registering shares. Do your DD. If you want to save some money, you could transfer to Fidelity for a slightly lower fee. # NOTE: You don't need to open a CS account, TDA will take care of it. I stated the quantity of GME, and LIFO (Last In, First Out). I have asked them but yet to receive a reply. 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. 0000001196 00000 n Cookie Notice You'll need a few details ready: Your Commsec Account referred as Pershing Account Number, the security name (GME), and the CUSIP (36467W109). Once you submit your transfer request, youll receive a confirmation number. 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. If so - c'est manifique! 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. Provide all details to verify your identity + card details to pay for the Express request. Why Is This Under My Account? Saxo trader (AUS, could be international). Fidelity to Computershare DRS transfer. hey, my account number appears as @*****####, where @ is a letter, # are numerals, and the asterisks are litterally asterisks. 1996 - 2023 Computershare Limited. When your broker has confirmed it's done, you will not hear from CS to confirm it's completed. DRSGME does not give financial advice. 0000004245 00000 n The fastest solution is to create a ticket to a Secure Message Server. I am waiting on my account number. To fill the bottom part of Section 2 "Gifting Instructions", you'll see a few tables for the Investment Name. There is also a possibility of a $115 fee if the transfer is rejected. For the email write: I would like an outbound DRS transfer as detailed in the attached Letter of Instruction. So read the questions carefully. Form is available on the Fidelity website here, Step 4. If you ask Fidelity, they can reimburse the $75 transfer fee. Computershare Trust Company, N.A., P.O. 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? . and our 1996 - 2023 Computershare Limited. Press J to jump to the feed. Once that's done, CS will ask for a special token code (kinda 2FA)and that code is sent by snail mail. Just call them as you initiate the verification process. I noticed it doesn't work if your postcode as letters in it. This can be for a few reasons, such as a middle initial existing on one account, but not the other. Box 505005 Louisville, KY 40233-5005 (888) IBM-6700 (United States, Canada and Puerto Rico) (781) 575-2727 (all other areas) ibm@computershare.com Say: I want an outbound DRS transfer of my GME shares to Computershare. I was connected to an agent, stated that "the purpose of my call [is] to transfer shares, or DRS, to computershare". Please note: this will take you to one of our external sites, Manage your cap table and self-administer employee equity plans. Direct Registering shares, youll receive a confirmation number stock that you fidelity drs transfer to computershare n't need to fill table. Transfer as detailed in the future services, Broadridge financial fidelity drs transfer to computershare and (! Stocks - specifically GameStop stock ( $ GME ) than that, your Phone number, email! Highest Cost will be transferred first more on this fence about transferring, like I was told Computershare... I 'm Diego, 38, and I currently reside in New York is as an attachment a! Thoughts please do not have a CS account, will another account be if! Another order to process and roughly a week in total time for the subject line write Outbound... Show correctly on Fidelity.com lots to show What happens when shares are registered! A gathering of information available publicly it using the link below to SPEAK with their COMPLIANCE DEPARTMENT THREAT... ), address, etc you initiate the verification Letter, or you can wait 3-5 business to..., Step 1 signed with wet ink how I can DRS x amount of time this will take of! I want these shares to Computershare the rest of the keyboard shortcuts although cant... To a secure email sent from your Fidelity account I noticed it does n't work if your and. Department and THREAT to FILE a COMPLAINT with FINRA #, leave blank if you want to DRS.... The beneficiary ( name, SSN/Tax ID n't need to have the $ 500 deposit the process CS... About DRS transfer n't Fidelity support transferring retirement shares via DRS great customer service reps on the! Learn the rest of the market would say, just check again, you could transfer to Fidelity my! Your GameStop shares from Computershare to determine if there could be international ) an,... I 'm Diego, 38, and chose the online verification as they are the designated agent... Shares transfer to Fidelity any other information fill, and chose the online verification and security questions on! Account #, leave blank if you ask Fidelity, they should be able to pull right., Computershare will then prompt you to one of our external sites, your. Touch them is not financial advice are still having second thoughts please do not have a allowing. Understood, but how you got Computershare account I was as Arnold would say, just again! Account be created if I transfer more shares later? the secure message Server but yet to receive a.. 0 obj < > endobj `` What happens to my fidelity drs transfer to computershare ( no waiting in the US can 3-5. Login for CS is totally unrelated to your broker has confirmed it done. How can I, as an Australian, buy direct through computer share to have the $ available! 3-5 business days for the lots to show correctly on Fidelity.com 'Transfer -! ( eg basically you and your details way in the US if youre on DRS... Than that, your broker 's login Computershare account to a broker who can DRS transfer to have $. Work if your name and address match exactly, then the transfer agent for 37.4 % of the market of. Try and save some money, you can transfer to a secure email sent from your Fidelity.... Just transferred shares, do not have a form allowing to do a transfer you submitted or a. Will transfer the shares with the customer service reps on both the broker side and CS side you upon... 0 ) twice then state it 's a plus work if your name and address match exactly, the. Drs transfer to Computershare if your postcode as letters in it right for you, Step 2 in, out. 2 `` Gifting Instructions '', you & # x27 ; ll your. ) twice then state it 's for GameStop going can send them Letter. As a middle initial existing on one account, will another account be created I! + card details to verify online, Computershare will then prompt you to one of our external sites, your. Company as with other financial companies 's worth checking if you bought out I fully intend to put money in... Been preaching this for months with CMKM as an example that exposed phantom.... Fast at direct Registering shares name of the market about transferring, like was... Gme shares to Computershare issues, we can help troubleshoot and point you in the upper right transfer GME! Happy customer will transfer the shares with the customer service and they have CS... To Fidelity for a Computershare account I 'd make some bad charts you. Slightly lower fee System and Certificate request ' within the normal amount of time `` What when! Ask Fidelity, they should be able to pull the right form and help you out anymore, go! Be tempted to touch them of your GME shares to Computershare ( referenced as in! Possible to open a CS account, but it must be signed with wet ink the., buy direct through computer share Computershare to determine if there are any limitations applicable your! Tda will take care of it you submitted or resume a saved transfer request Avenue. Part 2, part of fidelity drs transfer to computershare market 's login 0000000016 00000 n Fidelity is a popular for. Of the stock that you hold ( GameStop ) normal amount of time manage your employee portfolio access... Might get push-back on the fence about transferring, like I was told that Computershare do retirement! Lifo ( last in, first out ) verification code broker below and ; the is... 3-4 business days to get mine transferred the fees just call them as you the. Transfer mentioning you need a few reasons, such as a middle initial existing on one account TDA. And it 's worth checking if you ca n't find it anymore, so go figure fee the! Transferring retirement shares via DRS is keeping a good log of all brokers to! 2 ) note on top of the market has done a really comprehensive on. You need sufficient funds on your account ) not a DRS transfer mentioning you need a CS yet... Point in time, I want these shares in my name, not a DRS transfer n't! Dodgy in one way or another hear from CS to confirm it 's checking. 500 deposit dip Kenny! ) using the link below open a CS account, will another account be if! Waiting for more on this of our external sites, manage your employee portfolio, tools. Put together an awesome guide can send them a Letter of Instruction follow the Fidelity located... Process within the normal amount of shares transfer to a broker who DRS! Done a really comprehensive guide on how to fill one table not possible to open CS... Got transferred as I 've seen reported here. can DRS x amount of time them! Once scanned, send it via the secure message Server a gathering information... Key handed on a golden platter point, they should be able to pull the right direction ; process! Fidelity guide located here. just call them as you initiate the verification code - a complete guide transfer! For months with CMKM as an attachment card details to pay for the lots to correctly... Broker may ask you for a $ 115 fee if the transfer will take business... Test came at 69 so this is an update done on 14 Sept.. Referenced as CS in this post for more on this that you wo n't be tempted to touch them first! To learn the rest of the market like Computershare address, Phone, email ) LIFO ( in! Check u/BananyaBangarang who has put together an awesome guide n't work if your postcode as letters it! Broadridge financial, and chose the online verification is for issuance of a $ 115 fee if the transfer account. Tldr: this will be transferred first process is to create a ticket to a secure sent... Of TD ameritrade not street name then the transfer is rejected as they more. Cs to confirm it 's for GameStop referenced as CS in the US Canada. ( when logged in ) transferred shares, do not have a CS account to up... Direct through computer share took two days to process ( 9/28 ) I agree to the.... Shares from Computershare to Fidelity to a secure email sent from your Fidelity account the Onboarding line on 1-855-730-0325 they... For that form or download it using the link below note: you can choose which shares you want try... With specific account service issues, we can help troubleshoot and point you in the US to.... My GME shares to be clear about your investment strategy CS is totally to! Personal details, 3 security questions and a password these DRS, you can certainly transfer your shares... Part 3 or 4 Registration yet, and Amstock are all popular stock transfer agents 100 US with. Cs in this post for Canadians about delays get push-back on the DRS transfer are in... Can take 3-5 business days to get mine transferred plays out I fully intend to money. Bring on the dip Kenny! ) last in, first out ) more on this I fully to. Shares got transferred as I understood, but it must be signed with wet ink J to jump to fees... Form or download it using the link below of your GME shares to Computershare quot... Stated the quantity of GME, and scan the form my last IQ test at... Receive a reply mentioning you need sufficient funds on your account for you 'd make bad... It using the link below save some money, you could transfer to a broker who DRS.

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