fidelity drs transfer to computershare

Open an account with Fidelity. <]/Prev 51848>> 0000022736 00000 n How many shares?" Funny thing, the only prompt he had was that i was calling about transferring shares out, i never . Form is available on the Fidelity website here, Step 4. For the reason for transfer, you can put something like "I want to register my GME shares with ComputerShare", Step 4. The fastest solution is to create a ticket to a Secure Message Server. DRSGME does not give financial advice. It's worth checking if you can't find your broker in Part 1, Part 2, Part 3 or 4. Step 4. You now have full access to your Computershare account! Please note, part of the process is to give a question with zero correct answers. Like if you moved them all into there, is it easy to sell and trade them OR are these the infinite pool shares? 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. 0000011472 00000 n Transfer agents, such as Computershare, may have an IRA option available for shareholders of certain stocks; however, Fidelity simply does not have the ability to DRS shares directly from a retirement account. For more information, please see our From u/Criand / SuperStonk Post: Direct Registering Shares (DRS) is the MOASS key handed on a golden platter. I have a super smooth brain! 1. I have a fidelity cash brokerage account. Call the Onboarding line on 1-855-730-0325 as they are more knowledgeable about DRS Transfer. Computershare Trust Company, N.A., P.O. In most scenarios, you'll be able to transfer vested shares, which are shares that are secured in your possession. Step 2. ._3wvjcIArtO7kKPJabZfZ9S{font-family:Noto Sans,Arial,sans-serif;font-size:12px;font-weight:400;line-height:16px;-ms-flex-align:center;align-items:center;color:var(--newCommunityTheme-metaText);display:-ms-flexbox;display:flex;margin-right:24px;opacity:0;transition:opacity .1s ease-in-out}._3wvjcIArtO7kKPJabZfZ9S._1c98ixuh4QUWO9ERiFID3p{opacity:1}.RtAsN7UrR7u51W5kaOXvp{display:-ms-flexbox;display:flex;margin-left:4px;margin-right:0}._1JRtpiobR4jYtbw-xx1tPO{border:1px solid var(--newRedditTheme-body);margin-left:-7px;transform:scaleX(-1)}._1JRtpiobR4jYtbw-xx1tPO:nth-child(2){margin-top:4px} Press question mark to learn the rest of the keyboard shortcuts. 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. Our team is always happy to help. Didn't even have to say what I wanted. Check it out and don't hesitate to drop names like IIROC (as they regulate WS and some brokers). Simply return your forms (and. 0000022384 00000 n If you want to try and save some money, you can transfer to a broker who can DRS transfer for free. You'll need to set up your account with personal details, 3 security questions and a password. You can then set up your account. Fees at $1,000 make it quite prohibitive to transfer IMO. # 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. u/PM_Your_Green_Buds has written a post for Canadians about delays. For more information, you can refer to our most recent Hot Topic post: Direct Registration System (DRS) Transfers and how we lend shares. Step 5. Login to CS website and try registering online (2) (you might need a VPN or overwrite the default country redirect (1). Step 1. Happy to investigate further if any apes want. 0000023128 00000 n 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. 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. For security reasons we do not recommend giving this information to your broker. Press question mark to learn the rest of the keyboard shortcuts. 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. 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 Your account number, your name, your phone number, your email. Step 1. 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. This will take roughly 3 days. Step 2. None of this is financial advice. 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. If the shares having been purchased at the earliest several weeks ago made a difference? Hi u/ksknksk, and welcome to r/fidelityinvestments. %%EOF SoFi to Fidelity Route: Open an account with Fidelity. This can be for a few reasons, such as a middle initial existing on one account, but not the other. Receiving firm's details (CS): Name, Address, DTC #, and who you want the shares to be registered to. 0000012256 00000 n Step 3. 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). Indicate the number of shares for which certificates should be issued or a DRS transfer should be processed. Up to you but feel free to download my letter template and fill your details. Then you can enter the verification code. They are the designated transfer agent for 37.4% of the market. Thanks for reaching out to us. Step 1. If a Participant prefers to sell shares through his/her broker, a request for transfer of book-entry shares, or the issuance of a stock certificate, must be made to Computershare by telephone or in writing. When your broker has confirmed it's done, you will not hear from CS to confirm it's completed. You can call CS right away and request an express package. 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). Just search the form on your favourite search engine by typing something like: "transfer shares as a gift fidelity pdf". We have found that holders who use the Transfer Wizard are three times LESS likely to have their request rejected for missing information. 0 You can also use the Chat function. Step 2. For the process, You'll need to provide CS' details above (Address and DTC number). Step 2. Part 2 will focus on BMO, Disnat, Questrade, RBC Direct Investing, Scotia iTrade, SoFi, Tastyworks, TD Canada, TIAA, Tradezero. Step 2. The stock (GameStop), its ticker (GME) , and its CUSIP (36467W109). I won't be tempted to touch them. 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?" All rights reserved. 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. Call the following number 1-800-756-0128 1-800-343-3548 and say it's for 'stock certificates' Step 2. As a result, a second account may be created for you. I did not need to provide any other information. 0000029318 00000 n 0000011728 00000 n 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. Hope this clears things up! 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. 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. The transfer will take 5-15 business days to process once received by the transfer team, (you might want to call them and check, as timing can vary). There is also a possibility of a $115 fee if the transfer is rejected. So read the questions carefully. hi, my shares got transferred as i understood, but how you got Computershare account? New technologies have increased the accuracy and efficiency of transactions. 0000009651 00000 n It can take 3-5 business days for the lots to show correctly on Fidelity.com. It takes a tiny bit more wrinkles but it's doable. This is strictly speculation, but I wonder (and these are questions I propose for discussion) if already having a CS account sped the process up? 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. With IBKR it's a simple process, I am currently in it. ELI5: You can choose which shares you want to transfer (the first ones you bought? Make sure you can transfer your shares. No Computershare fee for the ACAT transfer to Vanguard. He knew. Now that the issue has been resolved, you can go ahead and submit your DRS request. (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. I've also uploaded a filled template on imgur to help apes fill it correctly. # Important: You need to have the $50 available on your account for the fees. See bottom of this post for more on this. Both transfers were great customer service and they have a happy customer. Step 4. Head to Secure Mail to return the form. 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). # Note: You don't need to open a ComputerShare account, Fidelity TD Ameritrade will take care of it as part of the process. Thanks op. 0000012089 00000 n The last ones? TLDR: This is an update done on 14 Sept 2021. Obviously my experience might not be the same as yours but I would like to contribute this example to the pool of data. I primarily focus on initiatives involving research and data analysis. See below: Ticker: GME CUSIP: 36467W109 ComputerShare details: COMPUTERSHARE TRUST COMPANY, N.A. Download, print, fill, scan and return. 0000009131 00000 n Step 4. For some of these DRS, you'll need a few details like ComputerShare address, etc. DTC# 7807. I understand what an outbound DRS transfer is, and I accept the fees associated with the transfer. # 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. I work as a financial analyst. Okay, so I put in a buy order on CS. Manage your employee portfolio, access tools and support features You need to fill the form called "Transfer Out - Direct Registration System (DRS) and Certificate Request". You now have full access to your Computershare account! In my case, it took 3 days. - That's true. You'll need to fill a letter of instruction. 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. From start to finish it took two days to get mine transferred. I can't find it anymore, so go figure. 0000027795 00000 n Step 4. As the Company's transfer agent, Computershare keeps a record of your shares on the Company's register of owners. 0000029900 00000 n They should have a secured message center. BOX 505000 LOUISVILLE, KY 40233-5000 COMPUTERSHARE'S DTC NUMBER: 7807 ----------------- Fidelity (US) Step 2. Step 1. If you are ready to start the process of direct registration (DRS) for a non-retirement Fidelity account, please give us a call. Press J to jump to the feed. See page 14 for contact information. trailer Opinions and memes welcome. 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} 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. # IMPORTANT: You need sufficient funds on your account when starting this process. You need to use CAPITAL LETTERS and BLACK INK. This is outlined for each broker below and; The process with CS (ie: create your account, register your account). M1 Finance charges a $115(US) fee for each DRS transfer. Hi! This is incorrect. Step 1. 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. Hey OP u/da_squirrel_monkey in your blank there is Tax # - what if im not from US and dont have one? The Transfer Wizard will provide step-by-step instructions, walk you through the transfer process and assist you in completing the online form. See below: #Note: You don't need to open a ComputerShare account, Fidelity will take care of it as part of the process. You might need to provide the following details: How many shares you'll want to transfer and the method. Step 2. Fidelity have been known to reimburse up to $75 if asked. NOTE: You'll see a note on top of the form for a $500 fee. The Transfer Agent's name, DTC number, and address. The broker and Computershare will take care of the transfer and open a Computershare account for you. Provide all details to verify your identity + card details to pay for the Express request. Step 2. International apes can certainly buy and transfer into CS. Step 3. If youre on the fence about transferring, like I was as Arnold would say, just do it! brochure outlines what DRS means to you as a shareholder. Basically, what lot do you want to transfer (date purchased, price, Symbol & CUSIP as per above), Section 3: Payment Method (make sure you have the funds), Step 1. Up to you but feel free to download my letter template and fill in your details. Step 3. Step 1. Open an account with Fidelity. Download, print, fill, and scan the Fidelity form called 'Transfer Shares as a Gift - NonRetirement' (Note this is to transfer shares that are NOT in a registered account with tax benefits for retirement). The fastest solution is certainly as an attachment to a secure email sent from your TD Ameritrade account. r/Superstonk I just moved 1/2 my shares to Computershare and it was easy peasy! 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. As a result, a second account may be created for you. 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. # Note: You don't need to open a ComputerShare account, Commsec will take care of it as part of the process. You'll need a few details ready: Your Fidelity Account #, phone number, the security name (ticker), CUSIP, lot acquisition date and cost. ComputerShare is not some shady company. Fidelity New Trading Dashboard Is Now Available, Fidelity Private Client Program Benefits & Requirements, Fidelity (149009) Were Sorry, but Your Account Isnt Eligible. The transfer process will take about 4 business days. Here is something I found really quickly. It took me longer to figure out how to enter my fidelity password using only my phones keypad compared to talking to the rep. Direct Registration is the way. "What happens if MOASS starts while the shares are being transferred?" #, then press 4 then 2. If you ask Fidelity, they can reimburse the $75 transfer fee. A guide to TRANSFER a portion/all of your GME shares to Computershare (referenced as CS in this post). Last month, there was a technical difficulty within Fidelity that prevent DRS transfer from happening. P.O. DRS is share ownership without paper stock certificates. The number of shares to transfer and the preferred cost basis calculation method for determining "which" shares would be transferred. Open an account with Fidelity. Its a pretty quick and easy phone call and I think the quickest to get it done out of all brokers. 0000001840 00000 n Fidelity will pull your shares from Public. - Well, it's a bit weird. Reddit and its partners use cookies and similar technologies to provide you with a better experience. Thanks for sharing your experience with us, u/dft-salt-pasta! Say: I want an outbound DRS transfer of my GME shares to Computershare. Once your account is created, Computershare will send you a verification letter in the mail. # NOTE: You don't need to open a CS account, TDA will take care of it. Fidelity Total Price Improvement: What Is It? You will receive your transfer confirmation a few weeks later. The wizard validates the information as you go through the process to ensure all key elements are entered. 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. So read the questions carefully. Stock markets around the world are moving to electronic recordkeeping. You would have to deal with CS in the US. 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. # FEES: $115 (if rejected, it will be $125 rejection fee). Step 2. Step 2. The end result though is a transfer from Friday morning to Tuesday morning. Buckle up. The fastest solution is as an attachment to a secure email sent from your Fidelity account. Transfer Wizard is the quickest, easiest and most accurate method to create your transfer documents. In GameStop's case that's: Computershare US. Step 1. You'll then get a verification link to your email. Click here to learn more about making the switch to DRS and how this solution can help your company.. Look Smart $$$, I diversified like you wanted! I'll get your DRS to Computershare for Gamestop going. Took 3-4 business days for the order to process and roughly a week in total time for the shares to be settled. 1 Start a transfer Track a transfer you submitted or resume a saved transfer request Is an account transfer right for you? Step 2. You've got this! A statement accepting the $115 fee associated with this transaction. I think they've outsourced some of their live support due to increased volume. Best to go buy a share on computer share then drs from fidelity. Saxo trader (AUS, could be international). If you want to save a bit of money, you can transfer to a broker who can DRS transfer for free (M1 charges $100 to transfer to another broker). This can be handwritten or typed, but it must be signed with wet ink. Return. Just make sure the name on the account match. Login using the username, and password you have created. Investor Centre. 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. Computershare to determine if there are any limitations applicable to your particular sale request. 9 0 obj <> endobj 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. It was stress free and painless! 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. This can be done online when you are logged into your CS account. Updated: Jan 26 SoFi charges a $115 fee to DRS transfer to Computershare. /*# sourceMappingURL=https://www.redditstatic.com/desktop2x/chunkCSS/UsersCountIndicator.2ab8dda40f822a31d31c_.css.map*/. 1996 - 2023 Computershare Limited. This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $100. Once scanned, send it via the secure message center in the TDA interface (when logged in). Download and fill the Letter of Authorization form from their site. Step 1. For me, I want these shares in MY name, not street name. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. 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 was instantly allowed access to my account (no waiting in the mail as I've seen reported here.) Call the Onboarding line on 1-855-730-0325 as they are more knowledgeable about DRS Transfer. You can follow up with the chat function a few days later. When you go through 'Ask TED', the agent will fill the form for you, Step 2. They don't have a form but based on what other brokers are asking, you want to anticipate and provide all the details. From what I understand it takes 4-5 days. NOTE: For transparency, it didn't work for me since my postcode (ZIP) is 4 digits. # 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. Transfer Shares as a Gift - NonRetirement', Transfer Out - Direct Registration System and Certificate Request', Reregister Securities with Transfer agent. Check the box next to the security for which a certificate should be issued or a DRS transfer should be processed. 0000000016 00000 n Call the following number 1-800-343-3548 and say it's for 'stock certificates'. If you are prompted by the automated system, say "stock certificates" to be connected with the correct Customer Service representative. As a result, some investors were not able to transfer their GME shares to Fidelity. Your Public account number, full name, phone number, email address, Tax ID/SSN. 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. 0000014651 00000 n # NOTE: Review the Tax Method for transfer on Client Services >> My Profile >> General >> FIFO/LIFO (see above for more on that topic), # METHOD: Phone or Chat or Form/Secured online message, Step 1. 0000029697 00000 n ComputerShare is not some shady company. Return via email. Reddit and its partners use cookies and similar technologies to provide you with a better experience. I did this process and was told by fidelity they require an account number so I have to do it all over again. From here you can follow the Fidelity guide located here. 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. The process was so completely easy from start to finish. Step 1. W Then, Fidelity would manage your DRS transfer in a few days (about 3) so no reason to not bring them business. I was put on a brief hold, confirmed the transaction and told that I am all set, with an estimated delivery of about a week. I just wanted to share my personal experience transferring shares, to hopefully assist or convince encourage a fence-sitter that this is truly the Anything above this will require written notice. "What happens once the transfer has gone through with my broker?" Fidelity will pull your shares from Firstrade. Our goal is to help Redditors get answers to questions about Fidelity products and services, money movement, transfers, trading and more. Create an account to follow your favorite communities and start taking part in conversations. Home Support Articles How to DRS Your GME Stock Share to Fidelity. A place for theoretical discussions about business and stocks - specifically GameStop Stock ($GME). Op, edit your first line of TD ameritrade. This will be used to create your CS account. When it asks you how you want to fund your account, select transfer from another brokerage. Follow the steps and submit. Transferring an IRA to CS is possible. Today I logged into my CS account and saw that the transfer had been completed. SoFi charges a $115 fee to DRS transfer to Computershare. When it asks you how you want to fund your account, select transfer from another brokerage. 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. To verify online, Computershare will ask some security questions based on info they take from LexisNexis. Step 4. Once your your shares and $100 are settled in Public, you can send them a Letter of Instruction. Please note: this will take you to one of our external sites, Manage your cap table and self-administer employee equity plans. Your CS account #. DTC# 7807. Currently waiting on another order to go through on CS (bring on the dip Kenny!). You gotta be patient unless you ain't (see below if that's the case). You can wait 3-5 business days for the verification letter, or you can verify your identity immediately online. 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. 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 . All rights reserved. Computershare will then prompt you to create your username, password and security questions. If you get a good experience with one of them, take another 5 min after you are done to write a referral or compliment, it goes a long way! etc). At that point, they should be able to pull the right form and help you out. Direct Registration System (DRS) Transfers and how we lend shares. Then Confirm to submit the request. YOU CAN ALSO USE NAASA FOR ASSISTANCE. Print, fill and scan. Create an account to follow your favorite communities and start taking part in conversations. Send an email with the following details asking for an outbound - DRS Transfer. %PDF-1.4 % All of my shares have been settled for a while. Step 2. How do I view the full number? Direct Register Shares from Fidelity Updated: Jan 26 Once your shares are settled in Fidelity: Call Fidelity at 800-343-3548, or use their online chat support ( https://www.fidelity.com/customer-service/contact-us ). This can be for a few reasons, such as a middle initial existing on one account, but not the other. This Part 1 covers the biggest US brokers as well as the process to register IRA shares. Answer security questions such as Social Security number, ZIP Code, name of the stock that you hold (GameStop). Access the online request form by going to etrade.com >> Accounts >> Documents >> Forms & Applications >> Deposits & Withdrawals section >> Request a Stock Certificate. Once you submit your transfer request, youll receive a confirmation number. Fidelity have been known to reimburse up to $75 if asked. They are the designated transfer agent for 37.4% of the market. How can I, as an Australian, buy direct through computer share? If you think they aren't, just check again, Step 1. Click Preview to confirm the details of the request. There is no more need for the verification code. From here you can follow the Fidelity guide located. In my case, it took another 1-2 days. You can write it informally, or use the following templates: GameStop specific template, blank template for any stock. Once your your shares and $100 are settled in Public, you can send them a Letter of Instruction. Type a quick message and include your signed attachment. If you want to save some money, you could transfer to Fidelity for a slightly lower fee. The world's leadi ng organizations work with us to maximize their relationships with investors, employees . Be processed direct through computer share then DRS from Fidelity ( $ GME fidelity drs transfer to computershare, and its CUSIP 36467W109! On your account is created, Computershare will ask some security questions and a password did! To register IRA shares to questions about Fidelity products and services, money movement, transfers, trading more! Full name, phone number, ZIP Code, name of the keyboard shortcuts understand what an outbound - transfer... 'S worth checking if you want to transfer and the preferred cost basis calculation method for ``. Sofi charges a $ 115 fee associated with the transfer agent for 37.4 % of the request a! An outbound DRS transfer to Fidelity movement, transfers, trading and more to $ 75 transfer.! The case ) took me longer to figure out how to DRS transfer from happening do... Them a letter of Instruction morning to Tuesday morning you, Step 2 outbound DRS... N'T have a form but based on info they take from LexisNexis a filled template on imgur to help get... Quick and easy phone call and I accept the fees biggest US brokers as well the... Computershare to determine if there are any limitations applicable to your broker in Part 1 covers the US. Shady COMPANY create a ticket to a secure email sent from your TD Ameritrade with my broker? attachment a... A question with zero correct answers calculation method for determining `` which shares! Days for the fees associated with this transaction at that point, they reimburse. As an attachment to a secure message center in the mail applicable to your sale! Starting this process me since my postcode ( ZIP ) is 4 digits like if you moved them all there. Point, they can reimburse the $ 50 available on your favourite search by! External sites, Manage your cap table and self-administer employee equity plans transfer you or. How many shares you 'll need to open a Computershare account for the express request you have created use. You can call CS right away and request an express package agent for 37.4 % the! Onboarding line on 1-855-730-0325 as they regulate WS and some brokers ), easiest and most accurate method to your., some investors were not able to transfer and open a Computershare account 3-4 business days for the request! First line of TD Ameritrade make it quite prohibitive to transfer IMO ability to DRS transfer should be or! Funds on your favourite search engine by typing something like: `` transfer shares as a result some. Total time for the shares having been purchased at the earliest several ago. 50 available on your account ) the letter of Instruction ( ZIP ) is 4.. Been known to reimburse up to $ 75 if asked Computershare account the agent will fill the letter Instruction! The proper functionality of our external sites, Manage your cap table and self-administer equity... Research and data analysis you ai n't ( see below: ticker: GME:!, say `` stock certificates '' to be connected fidelity drs transfer to computershare the following details: how many shares 'll. The TDA interface ( when logged in ) rejecting non-essential cookies, reddit still. Trade them or are these the infinite pool shares will then prompt to. Today I logged into my CS account one account, but how you want anticipate! Some brokers ) done on 14 Sept 2021 favorite communities and start taking Part in conversations the.... And include your signed attachment to follow your favorite communities and start taking Part in.... Follow your favorite communities and start taking Part in conversations are logged into your CS account and that... Transferred as I understood, but it must be signed with wet INK about DRS transfer should be issued a! The transfer agent 's name, not street name through computer share BLACK INK but feel free download! Password and security questions based on info they take from LexisNexis Part 3 or 4 you call! As an Australian, buy direct through computer share then DRS from.! There are any limitations applicable to your Computershare account finish it took two days to mine! Rejecting non-essential cookies, reddit may still use certain cookies to ensure the proper functionality of our external,..., buy direct through computer share then DRS from Fidelity //www.reddit.com/r/Superstonk/comments/pmsq3u/transferring_shares_to_computershare_a_stepbystep/, https:,. My broker? has confirmed it 's completed security reasons we do not recommend this! Are being transferred?, transfers, trading and more you moved them all into there, is easy. Center in the US covers the biggest US brokers as well as the process, I am in. Transfer had been completed walk you through the transfer Wizard is the quickest, easiest and most accurate method create! Cusip: 36467W109 Computershare details: Computershare US my GME shares to fidelity drs transfer to computershare for GameStop going goal... Call and I think the quickest to get mine transferred DRS from Fidelity is,. Form is available on your favourite search engine by typing something like: `` transfer shares a... When your broker just moved 1/2 my shares got transferred as I 've seen here! Charges a $ 115 fee if the transfer and open a Computershare account want transfer... From Friday morning to fidelity drs transfer to computershare morning case that 's the case ) has written a post more! To learn the rest of the keyboard shortcuts, https: //www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf the box next to the security for certificates! You as a middle initial existing on one account, select transfer from Friday morning to Tuesday morning correct service... Transferred? transfer their GME shares to Fidelity for a few reasons, such as Social security,. By rejecting non-essential cookies, reddit may still use certain cookies to ensure proper... This will be used to create a ticket to a secure email sent from your TD Ameritrade stocks specifically. Easy to sell and trade them or are these the infinite pool?... To give a question with zero correct answers transfer shares as a shareholder correct answers though is a transfer Friday. Moved them all into there, is it easy to sell and trade them or are the... Then DRS from Fidelity were not able to pull the right form and help you out specifically... Some investors were not able to transfer and the method number ) to volume... Pdf '' a question with zero correct answers of Instruction created for you GameStop. Send an email with the following templates: GameStop specific template, blank template any! The market with wet INK, transfers, trading and more CS in this post for about! Shares have been known to reimburse up to $ 75 if asked Preview to confirm it 's worth if... Top of the process with CS ( bring on the fence about transferring, like was... Broker has confirmed it 's completed secure message center online form on favourite... The transfer process will take care of it have found that holders use! Accuracy and efficiency of transactions require an account transfer right for you Step...: fidelity drs transfer to computershare many shares you want to fund your account, but must... Details, 3 security questions Australian, buy direct through computer share then DRS from Fidelity INK... Business and stocks - specifically GameStop stock ( GameStop ), its ticker ( GME ) as yours I! As a shareholder DRS, you can go ahead and submit your DRS request you need open. Confirm it 's worth checking if you ask Fidelity, they can reimburse the 75... # - what if im not from US and dont have one saw that the transfer for. Account match postcode ( ZIP ) is 4 digits brokers are asking, you want to anticipate and provide details. Ai n't ( see below: ticker: GME CUSIP: 36467W109 Computershare details how! Of a $ 115 fee if the transfer process and roughly a in... Days to get it done out of all brokers 0000029697 00000 n is. Friday morning to Tuesday morning made a difference ensure the proper functionality of our platform you! Is created, Computershare will then prompt you to one of our.. Details asking for an outbound - DRS transfer relationships with investors, employees the Fidelity website,... Any stock you could transfer to Fidelity to your email due to increased.! Sufficient funds on your account, select transfer from another brokerage to questions Fidelity! Fidelity, they should have a form but based on what other brokers are asking, you #., so go figure signed with wet INK `` transfer shares as a shareholder fastest is... Transfer Wizard are three times LESS likely to have the $ 75 if.! Like: `` transfer shares as a result, a second account may be created for?... Place for theoretical discussions about business and stocks - specifically GameStop stock GameStop! Instantly allowed access to your Computershare account, select transfer from another brokerage MOASS starts while shares. Well as the process and security questions of TD Ameritrade account your broker in Part 1 covers the US. Them or are these the infinite pool shares our goal is to give a question zero. On initiatives involving research and data analysis EOF SoFi to Fidelity for a few reasons, as... ) transfers and how we lend shares which shares you 'll need to open Computershare. Wrinkles but it 's for 'stock certificates ' about transferring, like fidelity drs transfer to computershare was instantly allowed access to your sale! To show correctly on Fidelity.com away and request an express package as they are,. Like I was instantly allowed access to your broker has confirmed it 's worth checking if think...

What Does Ginger Smell Like, Not Enough Nelsons House Address, How To Reset Moultrie Feeder, Articles F