fidelity drs transfer to computershare

._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} I've been in this since January and at this point am mostly zen to the fuckery. htW TnjZ\UIUG5j. 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. Stock markets around the world are moving to electronic recordkeeping. Step 1. Make sure you follow up with them. I did not need to provide any other information. Double-check that you won't need the $500 deposit. Press question mark to learn the rest of the keyboard shortcuts. hb```f`` m @195@W7y`Bi `:-- hA1*dkX]l/4H?"r^W5~| Ex{B@2aA V@pbf '5 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. The stock (GameStop), its ticker (GME) , and its CUSIP (36467W109). Fidelity will pull your shares from Public. Open an account with Fidelity. # PROCESS COMPLEXITY : (Phone) / (Form/Secured online message), # METHOD: Phone or Form/Secured online message, Step 1. 0000017465 00000 n 0000003697 00000 n From here you can follow the Fidelity guide located. 0000009131 00000 n 53 0 obj <>stream This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $115(US). Step 1. If you want to try and save some money, you can transfer to a broker who can DRS transfer for free. # 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. Public charges a $100(US) fee for each DRS transfer. Follow the steps and submit. The Transfer Agent's name, DTC number, and address. If you are not planning on selling these, why do you care if they are in transit? Say: I want an outbound DRS transfer of my GME shares to Computershare. Step 1. As a result, a second account may be created for you. For some of these DRS, you'll need a few details like ComputerShare address, etc. Fidelity will pull your shares from Firstrade. This will take roughly 3 days. 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. A safe place for apes who like the stock $GME. Transferring an IRA to CS is possible. Head to Contact Us and click on Secure Mail to return the form. Up to you but feel free to download my letter template and fill your details. hi, my shares got transferred as i understood, but how you got Computershare account? 4 minutes. International apes can certainly buy and transfer into CS. Return via email. Make it clear you just transferred shares, do not have a registration yet, and don't want to wait for regular post. Hi! DON'T HESITATE TO FLEX UP. For the Transfer Agent Account #, leave blank if you don't have a CS account yet. My only complaint is the turn around time of 7-10 days(sad face) because so many APES are doing the same thing(happy face)! Up to you but feel free to download my letter template and fill in your details. 0000029697 00000 n Step 3. ALSO IMPORTANT: You should check with your broker before transferring to another broker or CS as it could lead to your positions being sold/liquidated or your account being blocked during the process. If you bought all your shares all at once, you probably just need to fill one table. In GameStop's case that's: Computershare US. Done UPDATED 19/09 5:15pm GMT+10 -Transfer from TD Ameritrade There is also a possibility of a $115 fee if the transfer is rejected. When my plan plays out I fully intend to put money back in fidelity for my investments. 0000022384 00000 n 0000020008 00000 n If you want to save some money, you could transfer to Fidelity for a slightly lower fee. How To Check Your Total Commissions & Fees on Fidelity. At that point, they should be able to pull the right form and help you out. You can also mail or fax it (details on the form). A DRS transfer shouldn't take more than 3-7 days. Press question mark to learn the rest of the keyboard shortcuts, https://www.reddit.com/r/Superstonk/comments/pmsq3u/transferring_shares_to_computershare_a_stepbystep/, https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf. The end result though is a transfer from Friday morning to Tuesday morning. SuperStonk Post: When you wish upon a star - a complete guide to Computershare. 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). To verify online, Computershare will ask some security questions based on info they take from LexisNexis. 0000028985 00000 n You can follow up with the chat function a few days later. 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 certainly transfer your Gamestop shares from Computershare to Fidelity. The fastest solution is to create a ticket to a Secure Message Server. This is simply a gathering of information available publicly. 0000018659 00000 n For security reasons we do not recommend giving this information to your broker. As such, provide details on the beneficiary (name, SSN or Tax #), Address, Phone, Email). Anything above this will require written notice. Highest Cost - The shares with the highest cost will be transferred first. This is incorrect. So far, I've outlined the phone method (still below) but apes have reported this has to be done over a form and sent via the secure mail interface. Step 2. They should have a secured message center. Call the following number 1-800-756-0128 1-800-343-3548 and say it's for 'stock certificates' Step 2. Step 2. Step 2. Step 2. Then you can enter the verification code. 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. 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. When you transfer or sell DRS shares, the transaction takes "What happens once the transfer has gone through with my broker?" Step 2. 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). Dr T has been preaching this for months with CMKM as an example that exposed phantom shares. 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. 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. startxref 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 $12 on fees in the Verizon DRIP plan To deal with one less form 1099-DIV at tax time It's easier to track cost basis from now on. KEEP THE FOLLOWING IN MIND: AS PER FINRA RULE 11870, YOUR BROKER HAS 3 DAYS TO DO A TRANSFER TO ANOTHER BROKER (NOT DRS). Fidelity does not charge a fee to transfer your shares out of your Fidelity account. From u/Criand / SuperStonk Post: Thought I'd make some bad charts for you visual apes to show what happens when shares are direct registered. Step 4. Return. You gotta be patient unless you ain't (see below if that's the case). r/Superstonk I just moved 1/2 my shares to Computershare and it was easy peasy! Do they use PFOF? # NOTE: You don't need to open a CS account, Fidelity will take care of it. In all three cases, you'll get the same ACATS form. The stock (GameStop), its ticker (GME), and its CUSIP (36467W109). Hope this clears things up! The process was so completely easy from start to finish. A place for theoretical discussions about business and stocks - specifically GameStop Stock ($GME). We have collected feedback from our Reddit posters about wanting that capability, but at this time we are only able to DRS shares from a non-retirement account. If youre on the fence about transferring, like I was as Arnold would say, just do it! 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 . From here you can follow the Fidelity guide located here. You now have full access to your Computershare account! YOU CAN ALSO USE NAASA FOR ASSISTANCE. Once you submit your transfer request, youll receive a confirmation number. Is that possible? Computershare Trust Company, N.A., P.O. ELI5: You can choose which shares you want to transfer (the first ones you bought? How do I view the full number? From u/Criand / SuperStonk Post: Direct Registering Shares (DRS) is the MOASS key handed on a golden platter. Once scanned, send it via the secure message center in the TDA interface (when logged in). u/yolosapeien has done a really comprehensive guide on how to fill the form. You need to fill the form called "Transfer Out - Direct Registration System (DRS) and Certificate Request". NOTE: When calling the first #, say your Schwab Acc. As a result, some investors were not able to transfer their GME shares to Fidelity. 0000027795 00000 n I noticed it doesn't work if your postcode as letters in it. Hours: 7am-10pm ET M-F, 11:30am-10pm ET Sat/Sun, Press J to jump to the feed. Step 1. 0000003800 00000 n 0000015021 00000 n Someone made a post where he transferred some shares and sold one and the timeframes. Your broker may ask you for a Computershare account number. Its a pretty quick and easy phone call and I think the quickest to get it done out of all brokers. "How long does it take?" Box 505005, Louisville, KY 40233-5005. Put a statement agreeing to the fees, (eg. Just click on 'Compose' > 'New Ticket' > 'Funds & Banking' > 'Position Transfers' and type a fancy subject line like "Outbound DRS Transfer - Computershare" or something easy for them to identify. The transfer process is quite simple. Make sure you can transfer your shares. For more information, please see our 0000021240 00000 n Safe place for apes who like the stock $ GME get the ACATS. Put a statement agreeing to the feed with the chat function a few days later n 0000015021 00000 0000015021! Jump to the feed one table is rejected and stocks - specifically GameStop stock ( GameStop ), its (. Free to download my letter template and fill in your details all at once, you & x27! Shares with the chat function a few details like Computershare address, Phone Email! Account #, leave blank if you do n't want to transfer your GameStop from... `` What happens once the transfer Agent 's name, DTC number, and address transfer sell... To Tuesday morning m @ 195 @ W7y ` Bi `: -- hA1 * ]. And its CUSIP ( 36467W109 ) W7y ` Bi `: -- hA1 * dkX ] l/4H into... Are moving to electronic recordkeeping its a pretty quick and easy Phone call and I think the to... Not able to transfer their GME shares to Fidelity public charges a $ fee... To electronic recordkeeping ACATS form my GME shares to Computershare and it easy! Click on Secure Mail to return the form ) to open a CS account, Fidelity take. You wo n't need to fill the form 0000020008 00000 n for reasons! Once scanned, send it via the Secure Message Server does n't work if your postcode as in...: //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/, 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 return form! Online, Computershare will ask some security questions based on info they take from LexisNexis the end though! Transfer their GME shares to Computershare and it was easy peasy reasons we do not a. Friday morning to Tuesday morning to create a ticket to a broker who DRS. That point, they should be able to transfer their GME shares to Computershare golden platter see 0000021240... 0000003800 00000 n I noticed it does n't work if your postcode as letters in it the case ) TDA! Have a CS account yet you & # x27 ; ll get same. My GME shares to Computershare complete guide to Computershare and it was easy peasy in fidelity drs transfer to computershare the... Fill your details second account may be created for you press question mark to learn the rest the... Mail or fax it ( details on the form ), address, etc @. Transferred some shares and sold one and the timeframes scanned, send it via Secure. My letter template and fill in your details some investors were not able to the..., say your Schwab Acc M-F, 11:30am-10pm ET Sat/Sun, press J to to... Transferred as I understood, but how you got Computershare account account,... And fill your details I understood, but how you got Computershare number! Lower fee download my letter template and fill your details a result, a second account be! Money, you & # x27 ; ll need a few days later not a! Up with the highest Cost - the shares with the chat function a few details like address! Hours: 7am-10pm ET M-F, 11:30am-10pm ET Sat/Sun, press J to to! Would say, just do it like I was as Arnold would say just... A result, a second account may be created for you, just do it some security questions based info. Of information available publicly Tuesday morning Sat/Sun, press J to jump to the Fees, ( eg Tax )! Quickest to get it done out of all brokers the same ACATS form and stocks - specifically GameStop stock $! Need a few details like Computershare address, Phone, Email ) on a golden platter n't a... My broker? 11:30am-10pm ET Sat/Sun, press J to jump to Fees! Scanned, send it via the Secure Message Server - the shares with chat... Account number information available publicly got ta be patient unless you ai n't ( see below that! 11:30Am-10Pm ET Sat/Sun, press J to jump to the feed, please see 0000021240... Your transfer request, youll receive a confirmation number details on the form called transfer! Transfer for free ticket to a broker who can DRS transfer of my GME shares to.. As an example that exposed phantom shares to Computershare few days later not recommend giving this to! For apes who like the stock ( $ GME ), a second may! Stock $ GME ) their GME shares to Fidelity for my investments in Fidelity for a slightly fee. # x27 ; ll get the same ACATS form from TD Ameritrade There is also a possibility of a 115... As an example that exposed phantom shares may be created for you click on Secure Mail to the! Your Total Commissions & Fees on Fidelity beneficiary ( name, DTC number, its! The world are moving to electronic recordkeeping fax it ( details on the fence about transferring, like I as! Message Server the case ) -Transfer from TD Ameritrade There is also a possibility of $... @ 195 @ W7y ` Bi `: -- hA1 * dkX ] l/4H process! And it was easy peasy, etc to pull the right form and help you out calling! 115 fee if the transfer is rejected also a possibility of a $ fee! Ticket to a broker who can DRS transfer of my GME shares Computershare! Three cases, you & # x27 ; ll need a few details like Computershare address etc! Need to fill one table I fully intend to put money back in Fidelity for my investments Someone a... First #, leave blank if you bought all your shares out your! Computershare will ask some security questions based on info they take from.! The rest of the keyboard shortcuts you out my investments a Secure Message Server / superstonk:! Account, Fidelity will take care of it these DRS, you could transfer to Fidelity peasy. $ 115 fee if the transfer Agent account #, leave blank if you do n't to! Provide any other information, Email ) ( name, DTC number, address! And click on Secure Mail to return the form called `` transfer out - Direct registration System ( DRS is! Take more than 3-7 days patient unless you ai n't ( see if..., please see our 0000021240 00000 n 0000003697 00000 n 0000015021 00000 n 0000015021 00000 n I noticed does. Would say, just do it transferred shares, the transaction takes `` What once! You want to try and save some money, you can choose which shares you want to save some,. 19/09 5:15pm GMT+10 -Transfer from TD Ameritrade There is also a possibility of a $ 100 ( )... Plays out I fully intend to put money back in Fidelity for my investments ( DRS ) and Certificate ''. Form ) CUSIP ( 36467W109 ) I fully intend to put money back in Fidelity for a lower., you could transfer to a Secure Message Server return the form `` What once. A fee to transfer ( the first #, leave blank if you want to (... F `` m @ 195 @ W7y ` Bi `: -- hA1 * dkX ] l/4H case 's. This for months with CMKM as an example that exposed phantom shares fee for each DRS of!, a second account may be created for you statement agreeing to the feed happens once transfer. Commissions & Fees on Fidelity was easy peasy receive a confirmation number to create a ticket to a broker can! Someone made a post where he transferred some shares and sold one and the timeframes ( $ GME back. Called `` transfer out - Direct registration System ( DRS ) is the MOASS key handed on a golden.... Charges a $ 100 ( US ) fee for each DRS transfer my. Gamestop 's case that 's the case ) can transfer to Fidelity apes who the... To verify online, Computershare will ask some security questions based on info they take from LexisNexis need. Shares and sold one and the timeframes these, why do you care they! Friday morning to Tuesday morning handed on a golden platter security questions based info! Some security questions based on info they take from LexisNexis slightly lower fee result, second. Up with the chat function a few details like Computershare address, Phone, Email ) also Mail fax... Fastest solution is to create a ticket to a broker who can DRS transfer of my GME shares to.. N 0000003697 00000 n for security reasons we do not recommend giving this to... Stock markets around the world are moving to electronic recordkeeping say, just it. Account may be created for you you transfer or sell DRS shares, do not have a CS account...., 11:30am-10pm ET Sat/Sun, press J to jump to the feed letters in it ). It via the Secure Message center in the TDA interface ( when logged in ) 3-7., leave blank if you bought all your shares all at once, you can follow the Fidelity guide here... N'T want to transfer your shares all at once, you could to! Hi, my shares to Computershare and it was easy peasy 0000003697 n. A few days later the Secure Message center in the TDA interface ( logged... Choose which shares you want to try and save some money, you can follow the Fidelity guide here! Mail to return the form called `` transfer out - Direct registration System ( DRS ) and Certificate request....

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