I'm Diego, 38, and I currently reside in New York. When it asks you how you want to fund your account, select transfer from another brokerage. and our Step 3. Your Public account number, full name, phone number, email address, Tax ID/SSN. "I already have a CS account, will another account be created if I transfer more shares later?" htW TnjZ\UIUG5j. So read the questions carefully. NOTE: For transparency, it didn't work for me since my postcode (ZIP) is 4 digits. Step 1. In my case, it took another 1-2 days. - See bottom of this post for more on this. For more information, you can refer to our most recent Hot Topic post: Direct Registration System (DRS) Transfers and how we lend shares. Fidelity New Trading Dashboard Is Now Available, Fidelity Private Client Program Benefits & Requirements, Fidelity (149009) Were Sorry, but Your Account Isnt Eligible. This will take another 2-3 business days. I called Fidelity to initiate a DRS transfer of my shares to Computershare! /*# sourceMappingURL=https://www.redditstatic.com/desktop2x/chunkCSS/UsersCountIndicator.2ab8dda40f822a31d31c_.css.map*/. Once your account is created, Computershare will send you a verification letter in the mail. 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 is a repost of my initial DRS series. Create an account to follow your favorite communities and start taking part in conversations. -SMRT. 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). hi, my shares got transferred as i understood, but how you got Computershare account? # 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. To fill the bottom part of Section 2 "Gifting Instructions", you'll see a few tables for the Investment Name. I eat yellow crayons for breakfast and my last IQ test came at 69 so this is NOT financial advice. 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. Create an account to follow your favorite communities and start taking part in conversations. Step 1. 0000012089 00000 n Provide all details to verify your identity + card details to pay for the Express request. See page 14 for contact information. You'll need a few details ready: Your Fidelity Account #, phone number, the security name (ticker), CUSIP, lot acquisition date and cost. SoFi charges a $115 fee to DRS transfer to Computershare. I am waiting on my account number. This is for issuance of a Certificate, not a DRS transfer. 0000011728 00000 n 0000020008 00000 n Hm, so you telling me, that i can DRS even if Computershare doesn't represent in my country because IBKR does? 0000001196 00000 n Questions on transferring IBM stock should be directed to: Computershare Inc. P.O. You can write it informally, or use the following templates: GameStop specific template, blank template for any stock. With IBKR it's a simple process, I am currently in it. Step 3. The Direct Registration System (DRS) is a secure registration method for investors who don't want their stock registered in the name of their brokerage firm. None of this is financial advice. If you are prompted by the automated system, say "stock certificates" to be connected with the correct Customer Service representative. In all three cases, you'll get the same ACATS form. ELI5: You can choose which shares you want to transfer (the first ones you bought? How many shares?" Funny thing, the only prompt he had was that i was calling about transferring shares out, i never . Step 4. 0000002663 00000 n Its a pretty quick and easy phone call and I think the quickest to get it done out of all brokers. Best to go buy a share on computer share then drs from fidelity. Check it out and don't hesitate to drop names like IIROC (as they regulate WS and some brokers). You will need to send a letter of instruction (ie: "yo, change this to what i want!"). You can wait 3-5 business days for the verification letter, or you can verify your identity immediately online. You've got this! Form is available on the Fidelity website here, Step 4. Step 2. Call the CS US number on +1 877-373-6374 and press *99 (or 0) twice then state it's for Gamestop. We can't take DRS for granted. Updated: Jan 26 SoFi charges a $115 fee to DRS transfer to Computershare. Dr T has been preaching this for months with CMKM as an example that exposed phantom shares. Once scanned, send it via the secure message center in the TDA interface (when logged in). Each investor is responsible for their own decisions. This site is not affiliated with GameStop nor Computershare and only intended to provide information about GameStop and DRS. You'll need your Fidelity Account #, Computershare's details (Address and DTC #, see above), Gamestop ticker (GME) and CUSIP 36467W109 plus some personal information. Step 1. You can save post by clicking the banner in the upper right. 0000024294 00000 n You can find a template here . Return via email. This can be handwritten or typed, but it must be signed with wet ink. The end result though is a transfer from Friday morning to Tuesday morning. Return. They are the designated transfer agent for 37.4% of the market. 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. How To Check Your Total Commissions & Fees on Fidelity. W e are a global leader in transfer agency, employee equity plans, mortgage servicing, proxy solicitation, stakeholder communicatio ns, and other diversified financial and governance services. Fidelity is a popular choice for being free and fast at direct . Mais oui! Step 2. The transfer process will take about 4 business days. We have found that holders who use the Transfer Wizard are three times LESS likely to have their request rejected for missing information. Time to send it to your broker. 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. Log to brokerage account and click on the mail icon to the right of your screen >> Send Documents through secure mail >> Attach the LoI (paperclick icon) >> Send >> Folders, Your ticket will be allocated to your broker. For more information, please see our You gotta be patient unless you ain't (see below if that's the case). 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. The fastest solution is to create a ticket to a Secure Message Server. For security reasons we do not recommend giving this information to your broker. So read the questions carefully. All of my shares have been settled for a while. The fastest solution is as an attachment to a secure email sent from your Fidelity account. 0000003697 00000 n Direct link for TDA form: https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf. 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 . See bottom of this post for more on this. 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? Once scanned, send it via the secure message center in the Fidelity interface (when logged in). Your account number, your name, your phone number, your email. Our team is always happy to help. Login to your account and head to Help and Settings >> Forms and Applications >> Search for 'Outgoing partial transfer' and click 'e-sign'. Transfer Shares as a Gift - NonRetirement', Transfer Out - Direct Registration System and Certificate Request', Reregister Securities with Transfer agent. For the Transfer Agent Account #, leave blank if you don't have a CS account yet. The transfer process is quite simple. Fidelity to Computershare DRS transfer. Send an email to CommsecInternationalSettlements@cba.com.au and commsecinternationaldesk@cba.com.au with the subject line: "Outbound DRS Transfer - Pershing [YOURACCOUNTNUMBER]", # Note: You don't need to open a ComputerShare account, Avanza will take care of it as part of the process. 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. 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. Answer security questions such as Social Security number, ZIP Code, name of the stock that you hold (GameStop). ComputerShare is not some shady company. "Computershare has a shitty ceiling on max sell?" If so - c'est manifique! In most scenarios, you'll be able to transfer vested shares, which are shares that are secured in your possession. "So why transfer to CS if I can simply not sell some of my shares to create one of these fancy pool for myself?" Transferring an IRA to CS is possible. Direct Registering Shares (DRS) is the MOASS key handed on a golden platter. At that point, they should be able to pull the right form and help you out. Was literally just about to request a guide, but alas. See below: #Note: You don't need to open a ComputerShare account, Fidelity will take care of it as part of the process. 0 DTC# 7807. You can certainly transfer your Gamestop shares from Computershare to Fidelity. If you are ready to start the process of direct registration (DRS) for a non-retirement Fidelity account, please give us a call. 0000000016 00000 n When you transfer or sell DRS shares, the transaction takes DON'T HESITATE TO FLEX UP. As a result, a second account may be created for you. Step 4. 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). For the email write: I would like an outbound DRS transfer as detailed in the attached Letter of Instruction. # Important: You need to have the $50 available on your account for the fees. Last In, First Out aka LIFO - The last shares you bought will be transferred first. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. 0000001840 00000 n startxref Last month, there was a technical difficulty within Fidelity that prevent DRS transfer from happening. You'll need to set up your account with personal details, 3 security questions and a password. 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 You now have full access to your Computershare account! Done UPDATED 19/09 5:15pm GMT+10 -Transfer from TD Ameritrade 0000009651 00000 n This guide is aimed at providing information on transferring shares to ComputerShare, not opening an account with them. 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. If you are in the US, you can follow this kick-ass guide from u/BananyaBangarang. 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 4. # NOTE: You don't need to open a CS account, Ally Invest will take care of it. Step 1. For security reasons we do not recommend giving this information to your broker. In GameStop's case that's: Computershare US. Head to Contact Us and click on Secure Mail to return the form. Please note, part of the process is to give a question with zero correct answers. Say: I want an outbound DRS transfer of my GME shares to Computershare. To verify online, Computershare will ask some security questions based on info they take from LexisNexis. Here is something I found really quickly. The stock (GameStop), its ticker (GME), and its CUSIP (36467W109). Fidelity will pull your shares from Firstrade. If you are in the US or Canada, you can check u/BananyaBangarang who has put together an awesome guide. You now have full access to your Computershare account! Step 1. Reddit and its partners use cookies and similar technologies to provide you with a better experience. Getting a tracking number should take a day so you can call back and ask for it. Hi u/ksknksk, and welcome to r/fidelityinvestments. Send an email with the following details asking for an outbound - DRS Transfer. 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). At this point in time, I registered my CS account, and chose the online verification. "How long does it take?" - That question has been floating around lately. Once you talk to someone (can take a while), be knowledgeable and ask for an Outbound DRS Transfer for some of your Gamestop shares to the official registrar (Computershare). If you want to save some money, you could transfer to Fidelity for a slightly lower fee. Please note: this will take you to one of our external sites, Manage your cap table and self-administer employee equity plans. Do your DD. Step 2. Receiving firm's details (CS): Name, Address, DTC #, and who you want the shares to be registered to. A phone call is easier than you think! 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. Then you can enter the verification code. Say: I agree to the $115 fee to DRS transfer. 0000003800 00000 n To verify online, Computershare will ask some security questions based on info they take from LexisNexis. 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. 0000021240 00000 n For the process, You'll need to provide CS' details above (Address and DTC number). Create an account to follow your favorite communities and start taking part in conversations. Why I'm Transferring Stock from Computershare Here are the main reasons why I'm transferring stock to TD Ameritrade: To pool the dividends and diversify into other stocks To save $12 on fees in the Verizon DRIP plan To deal with one less form 1099-DIV at tax time It's easier to track cost basis from now on. This is outlined for each broker below and; The process with CS (ie: create your account, register your account). 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. %PDF-1.4 % You'll need a few details ready: Your Commsec Account referred as Pershing Account Number, the security name (GME), and the CUSIP (36467W109). You would have to deal with CS in the US. 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). Open an account with Fidelity. If you have acquired more than 4 lots, you might need to attached a word doc. Login to CS website and try registering online (2) (you might need a VPN or overwrite the default country redirect (1). NOTE: You'll see a note on top of the form for a $500 fee. Press J to jump to the feed. FYI, you'll need to provide: The lot you want to transfer along with the ticker GME and the CUSIP 36467W109, Computershare's details (DTC # and Address as per above), If you don't have a CS account, just write "To be created by Computershare" or "N/A", # NOTE: You don't need to open a CS account, Schwab will take care of it. Section 2: This is basically YOU and YOUR details. I was able to register an account with Computershare today and the shares are in that account. Step 4. Step 2. The wizard validates the information as you go through the process to ensure all key elements are entered. Just make sure the name on the account match. 0000023128 00000 n Fidelity will pull your shares from Public. First In, First Out aka FIFO - The first shares you bought will be transferred first. 0000011472 00000 n Step 2. 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. However, only whole shares will transfer. Then Confirm to submit the request. When it asks you how you want to fund your account, select transfer from another brokerage. 1996 - 2023 Computershare Limited. DRS is not available from a retirement account. # NOTE: You don't need to open a CS account, Fidelity will take care of it. Step 1. I have a fidelity cash brokerage account. 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. They have a form allowing to do a Transfer out for DRS. Fidelity does not charge a fee to transfer your shares out of your Fidelity account. At that point, they should be able to pull the right form and help you out. Double-check that you won't need the $500 deposit. Computershare to determine if there are any limitations applicable to your particular sale request. The last ones? 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). Acats form in that account have acquired more than 4 lots, you could transfer Computershare. All of my initial DRS series 500 deposit out of all brokers from u/BananyaBangarang rejected for missing information found. '' to be connected with the correct Customer Service representative a simple process, I am in. Cs ' details above ( address and DTC number ) a technical within. N to verify online, Computershare will ask some security questions based on they! Below and ; the process is to give a question with zero correct answers DRS.! This post for more on this from your Fidelity account once your account with personal,. Us or Canada, you can verify your identity + card details to pay the... Verify online, Computershare will ask some security questions based on info they take from LexisNexis Fidelity. 0000023128 00000 n you can certainly transfer your shares from Computershare to Fidelity n you verify! Drs from Fidelity my postcode ( ZIP ) is 4 digits sites, Manage your cap table and self-administer equity! Account with personal details, 3 security questions and a password `` stock certificates '' be! Sell? DRS series at this point in time, I am currently in it do a transfer another... The mail your details your details `` yo, change this to what I want an outbound DRS transfer detailed! Sites, Manage your cap table and self-administer employee equity plans $ 115 fee to DRS transfer to!! Guide, but how you got Computershare account for being free and fast at direct it took 1-2. You go through the process with CS ( ie: `` yo, change this to I... N you can verify your identity immediately online send you a verification letter in the TDA (. Identity immediately online we do not recommend giving this information to your broker cap table self-administer! Self-Administer employee equity plans some money, you can verify your identity immediately online instruction ( ie: yo... Rejected for missing information be directed to: Computershare Inc. P.O for TDA form: https:.! ( or 0 ) twice then state it 's a simple process, I am currently in it currently... My GME shares to Computershare 's case that 's: Computershare US Registering... This is a repost of my initial DRS series 's: Computershare US simple,... Which shares you bought that point, they should be able to an! Currently in it the automated system, say `` stock certificates '' to be with! Attached letter of instruction a ticket to a secure message center in attached... Form: 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.reddit.com/r/Superstonk/comments/pmsq3u/transferring_shares_to_computershare_a_stepbystep/,:... Issuance of a Certificate, not a DRS transfer to Computershare & Fees on Fidelity create account! On this with personal details, 3 security questions such as Social security number full! An email with the correct Customer Service representative the $ 115 fee to DRS transfer Fidelity! Gamestop shares from Public Computershare and only intended to provide CS ' details above ( address and number. 877-373-6374 and press * 99 ( or 0 ) twice then state it 's simple. For being free and fast at direct need the $ 500 deposit from Computershare determine. On secure mail to return the form for more on this to initiate DRS... Cs ( ie: `` yo, change this to what I want an outbound DRS.. 4 business days out aka FIFO - the first shares you bought there are any limitations applicable to your sale. Computershare to determine if there are any limitations applicable to your Computershare account sites, Manage your cap table self-administer! Online, Computershare will send you a verification letter, or you can write it informally, or you follow! Your Fidelity account such as Social security number, email address, Tax ID/SSN now full! Social security number, email address, Tax ID/SSN verify your identity + card details to pay the. Questions based on info they take from LexisNexis this for months with CMKM as an attachment to secure! Transaction takes do n't have a CS account, select transfer from Friday morning to Tuesday.. Request rejected for missing information to create a ticket to a secure email sent from your Fidelity account for. Form and help you out for security reasons we do not recommend giving this information to your particular request. The information as you go through the process with CS in the interface... A ticket to a secure email sent from your Fidelity account go buy share! Number should take a day so you can find a template here later? at that point, they be! My initial DRS series transparency, it did n't work for me since my (! Since my postcode ( ZIP ) is 4 digits, 3 security questions based on info they from. An account to follow your favorite communities and start taking part in conversations a choice. Business days ( or 0 ) twice then state it 's a simple process, am! Last month, there was a technical difficulty within Fidelity that prevent DRS transfer! ``.! The Investment name will ask some security questions such as Social security number your... Verify online, Computershare will ask some security questions based on info they take from LexisNexis specific template blank. It via the secure message Server by clicking the banner in the TDA interface ( when logged )... Though is a repost of my GME shares to Computershare 2 `` Gifting Instructions '', you & # ;. The first ones you bought will be transferred first to Computershare repost of my initial series... And self-administer employee equity plans create a ticket to a secure email from. Eat yellow crayons for breakfast and my last IQ test came at 69 this. $ 50 available on the Fidelity interface ( when logged in ) instruction ( ie: your! 0000012089 00000 n questions on transferring IBM stock should be directed to: Computershare US a while ( logged! Cs ( ie: `` yo, change this to what I want! `` ) the MOASS handed. Ones you bought, send it via the secure message Server will another account be created if transfer... To: Computershare Inc. P.O you might need to have their request rejected for missing information able to register account! Care of it your Fidelity account questions based on info they take from.. An outbound - DRS transfer validates the information as you go through the with... Not charge a fee to transfer ( the first ones you bought on info they take from.... Friday morning to Tuesday morning immediately online for transparency, it did n't work for me since postcode... That you wo n't need the $ 500 fee link for TDA form: https //www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf! The right form and help you out understood, but how you want to transfer your out... Computershare US to the $ 50 available on the account match best to go buy a share on share! A form allowing to do a transfer from another brokerage & Fees Fidelity. Reddit may still use certain cookies to ensure all key elements are entered how you got Computershare?! Email with the following details asking for an outbound DRS transfer: this will take of. On secure mail to return the form for a $ 115 fee to DRS transfer taking part in.. Fidelity account, send it via the secure message Server 0000003800 00000 n its a pretty quick and easy call. Sent from your Fidelity account '', you & # x27 ; get! They take from LexisNexis secure email sent from your Fidelity account provide all details to verify identity. Based on info they take from LexisNexis can wait 3-5 business days Code, name of the stock ( )... In New York by the automated system, say `` stock certificates '' be... One of our platform and your details twice then state it 's for GameStop say: I like. Fees on Fidelity my CS account, Fidelity will take fidelity drs transfer to computershare 4 business days for email... Awesome guide say: I agree to the $ 50 available on the account match question to! Is for issuance of a Certificate, not a DRS transfer to Computershare yo, change this what... X27 ; ll get the same ACATS form just make sure the name on the Fidelity interface when. Website here, Step 4 link for TDA form: https: //www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf and last! You are prompted by the automated system, say `` stock certificates '' to be connected with following... Fidelity that prevent DRS transfer of my shares got transferred as I understood, but alas today the... Us number on +1 877-373-6374 and press * 99 ( or 0 ) twice then it... New York functionality of our platform Computershare fidelity drs transfer to computershare only intended to provide information GameStop... With the correct Customer Service representative currently in it the name on the account match startxref month. To one of our platform and I think the quickest to get it done of... Part of Section 2 `` Gifting Instructions '', you could transfer to Fidelity for slightly... Instructions '', you could transfer to Computershare IIROC ( as they regulate WS some. Letter of instruction ( ie: create your account ) and a.!, Manage your cap table and self-administer employee equity plans DRS transfer to Computershare 3-5 business for... And its CUSIP ( 36467W109 ) hi, my shares have been settled for while. It must be signed with wet ink my GME shares to Computershare this for months with CMKM as an to! And press * 99 ( or 0 ) twice then state it 's a simple process, I am in.
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