fidelity drs transfer to computersharefidelity drs transfer to computershare
Computershare to determine if there are any limitations applicable to your particular sale request. Form is available on the Fidelity website here, Step 4. Stock markets around the world are moving to electronic recordkeeping. For example, you might get push-back on the DRS transfer mentioning you need a CS account. Fidelity have been known to reimburse up to $75 if asked. Reddit and its partners use cookies and similar technologies to provide you with a better experience. You would have to deal with CS in the US. DRSGME does not give financial advice. Heard we are doing round 2 of DRS! NOTE: When calling the first #, say your Schwab Acc. I'll get your DRS to Computershare for Gamestop going. Okay, so I put in a buy order on CS. 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. Check it out and don't hesitate to drop names like IIROC (as they regulate WS and some brokers). Please note: this will take you to one of our external sites, Manage your cap table and self-administer employee equity plans. Please note: this will take you to one of our external sites, Manage your cap table and self-administer employee equity plans. I am waiting on my account number. Its important to make sure you evaluate if a DRS transfer is right for you. Each investor is responsible for their own decisions. For now, I'm waiting for more verifications. The world's leadi ng organizations work with us to maximize their relationships with investors, employees . Step 1. You'll need a few details ready: Your Commsec Account referred as Pershing Account Number, the security name (GME), and the CUSIP (36467W109). Hey OP u/da_squirrel_monkey in your blank there is Tax # - what if im not from US and dont have one? Public charges a $100(US) fee for each DRS transfer. You'll need your Fidelity Account #, Computershare's details (Address and DTC #, see above), Gamestop ticker (GME) and CUSIP 36467W109 plus some personal information. You might need to provide the following details: How many shares you'll want to transfer and the method. 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?" Once your account is created, Computershare will send you a verification letter in the mail. etc). 0000021240 00000 n
DRS is share ownership without paper stock certificates. Your Public account number, full name, phone number, email address, Tax ID/SSN. Our team is always happy to help. This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $100. Step 3. This sexy ape called u/Bibic-Jr is keeping a good log of all brokers. Said they've had several thousand individuals make this request. Your broker may ask you for a Computershare account number. For more information, please see our You'll need to fill a letter of instruction. Step 2. Step 5. I did not need to provide any other information. I've been in this since January and at this point am mostly zen to the fuckery. 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. Step 4. Fidelity have been known to reimburse up to $75 if asked. 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. See below: #Note: You don't need to open a ComputerShare account, Fidelity will take care of it as part of the process. Then you can enter the verification code. I just wanted to share my personal experience transferring shares, to hopefully assist or convince encourage a fence-sitter that this is truly the %PDF-1.4
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You can find a template here . Section 4: Your address. Issuer Online. 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. You can also use the Chat function. 0000015021 00000 n
I need information on mortgages and liens, I am a debtholder or any other securityholder, instructions how to enable JavaScript in your web browser, Log in to Employee Online to manage your details and transact, Help for shareholders and their representatives, Log in to Investor Centre to manage your details and transact, I received a Lost Holder Verification Notice, Retain a registered plan trustee for investment firms and mutual fund dealers, Arrange for other corporate trust services, Stay ahead of regulatory and market issues, Full service administration for your equity awards, Stay compliant and minimize business risk, Ensure compliance with regulatory filings. Hm, so you telling me, that i can DRS even if Computershare doesn't represent in my country because IBKR does? Direct Registration System (DRS) Transfers and how we lend shares. 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 . You can wait 3-5 business days for the verification letter, or you can verify your identity immediately online. This is for issuance of a Certificate, not a DRS transfer. Print, sign, and scan the Letter of Instruction. TLDR: Called Friday Morning, shares in Computershare today (9/28). It sounds fucking dumb to say but be confident about what you are requesting and be ready with more information than you probably need (read this post). 9 45
Your account number, your name, your phone number, your email. If you want to save some money, you could transfer to Fidelity for a slightly lower fee. 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. Step 2. 0000027795 00000 n
I'm Diego, 38, and I currently reside in New York. Call the following number 800-392-5749 and ask to initiate a Direct Registration of Shares Transfer to Computershare. 2. ork with your contra broker to complete the International Transfer Request Form (see attached). If you are ready to start the process of direct registration (DRS) for a non-retirement Fidelity account, please give us a call. 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 will need to send a letter of instruction (ie: "yo, change this to what i want!"). Your account number, full name, SSN/Tax ID. <]/Prev 51848>>
Although we cant help here with specific account service issues, we can help troubleshoot and point you in the right direction. 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. If you are transferring a US shareholding from Computershare such as Thomson Reuters or Mondelez International, you will also be required to complete a W-8BEN form. Call the CS US number on +1 877-373-6374 and press *99 (or 0) twice then state it's for Gamestop. SoFi to Fidelity Route: Open an account with Fidelity. Download, print, fill, scan and return. 0000009490 00000 n
I need information on mortgages and liens, I am a debtholder or any other securityholder, instructions how to enable JavaScript in your web browser, Log in to Employee Online to manage your details and transact, Help for shareholders and their representatives, Log in to Investor Centre to manage your details and transact, I received a Lost Holder Verification Notice, Retain a registered plan trustee for investment firms and mutual fund dealers, Arrange for other corporate trust services, Stay ahead of regulatory and market issues, Full service administration for your equity awards, Stay compliant and minimize business risk, Ensure compliance with regulatory filings. YOU CAN ALSO USE NAASA FOR ASSISTANCE. Call 1-800-387-2331. 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. Call the Onboarding line on 1-855-730-0325 as they are more knowledgeable about DRS Transfer. This will take roughly 3 days. Access Investor Centre. 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). Step 2. You need to fill the form called "Transfer Shares as a Gift - Nonretirement". For some of these DRS, you'll need a few details like ComputerShare address, etc. He knew. Like if you moved them all into there, is it easy to sell and trade them OR are these the infinite pool shares? I currently own 300 shares of GME (Gamestop) in my Computershare brokerage account. 0000002037 00000 n
A place for theoretical discussions about business and stocks - specifically GameStop Stock ($GME). 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). When you transfer or sell DRS shares, the transaction takes Last In, First Out aka LIFO - The last shares you bought will be transferred first. Fidelity will pull your shares from Public. 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. startxref
The end result though is a transfer from Friday morning to Tuesday morning. Create an account to follow your favorite communities and start taking part in conversations. I eat yellow crayons for breakfast and my last IQ test came at 69 so this is NOT financial advice. NOTE: You'll see a note on top of the form for a $500 fee. Unfortunately, for the majority of international apes, it is not possible to open an account with CS directly. 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. Send an email with the following details asking for an outbound - DRS Transfer. The number of shares to transfer and the preferred cost basis calculation method for determining "which" shares would be transferred. When transferring positions, your broker should be asking or giving you the choice on the tax method you'd like to use to transfer your positions.
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. Step 4. Answer security questions such as Social Security number, ZIP Code, name of the stock that you hold (GameStop). Return. Step 1. DTC# 7807. Opinions and memes welcome. You need to use CAPITAL LETTERS and BLACK INK. Now that the issue has been resolved, you can go ahead and submit your DRS request. # FEES: $115 (if rejected, it will be $125 rejection fee). You can write it informally, or use the following templates: GameStop specific template, blank template for any stock. Box 505005 Louisville, KY 40233-5005 (888) IBM-6700 (United States, Canada and Puerto Rico) (781) 575-2727 (all other areas) ibm@computershare.com Once you talk to someone, be knowledgeable and ask for an Outbound DRS Transfer for some of your Gamestop shares to the official registrar (Computershare). If 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. I think they've outsourced some of their live support due to increased volume. Step 1. Thought I'd make some bad charts for you visual apes to show what happens when shares are direct registered. Computershare sold the fractional DRIP share, charged a $20-$25 fee for brokering the sale and sent me a check by mail for the net amount. 1996 - 2023 Computershare Limited. Step 1. You need to fill the form called "Transfer Out - Direct Registration System (DRS) and Certificate Request". Open an account with Fidelity. Once your account is created, Computershare will send you a verification letter in the mail. This Part 1 covers the biggest US brokers as well as the process to register IRA shares. # Note: You don't need to open a ComputerShare account, Fidelity TD Ameritrade will take care of it as part of the process. The broker and Computershare will take care of the transfer and open a Computershare account for you. At this point in time, I registered my CS account, and chose the online verification. NOTE: You can also request Express to receive that special code. It's best to contact your employer or reach out to the institution holding your funds to determine how many units can be transferred. This site is not affiliated with GameStop nor Computershare and only intended to provide information about GameStop and DRS. Last month, there was a technical difficulty within Fidelity that prevent DRS transfer from happening. 53 0 obj
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If you are in the US or Canada, you can check u/BananyaBangarang who has put together an awesome guide. They have a form allowing to do a Transfer out for DRS (see step 2). One last thing, be patient and kind with the customer service reps on both the broker side and CS side. Your broker may ask you for a Computershare account number. At that point, they should be able to pull the right form and help you out. I was looking into how I can drs x amount of shares to CS? # IMPORTANT: You need sufficient funds on your account when starting this process. We will walk you through the process one step at a time. A DRS transfer shouldn't take more than 3-7 days. Step 2. /*# sourceMappingURL=https://www.redditstatic.com/desktop2x/chunkCSS/UsersCountIndicator.2ab8dda40f822a31d31c_.css.map*/. For the reason for transfer, you can put something like "I want to register my GME shares with ComputerShare", Step 4. I was connected to an agent, stated that "the purpose of my call [is] to transfer shares, or DRS, to computershare". Step 3. Fidelity will pull your shares from Public. 0000023312 00000 n
If you want to save some money, you could transfer to Fidelity for a slightly lower fee. I agree to the fee of $100 US associated with the DRS transfer). Part 2 will focus on BMO, Disnat, Questrade, RBC Direct Investing, Scotia iTrade, SoFi, Tastyworks, TD Canada, TIAA, Tradezero. endstream
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This will take another 2-3 business days. 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. At that point, they should be able to pull the right form and help you out. Your login for CS is totally unrelated to your broker's login. Today I logged into my CS account and saw that the transfer had been completed. Our goal is to help Redditors get answers to questions about Fidelity products and services, money movement, transfers, trading and more. Make sure you follow up with them. # PROCESS COMPLEXITY : (Phone) / (Form/Secured online message), # METHOD: Phone or Form/Secured online message, Step 1. All of my shares have been settled for a while. Hi u/ksknksk, and welcome to r/fidelityinvestments. You can also mail or fax it (details on the form). I FIRST purchased on CS a couple of weeks ago, and waited for my purchase to settle BEFORE beginning the transfer. Access Issuer Online. 0000018659 00000 n
hi, my shares got transferred as i understood, but how you got Computershare account? # 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. Your shares are held in book-entry form. 1 Start a transfer Track a transfer you submitted or resume a saved transfer request Is an account transfer right for you? They don't have a form but based on what other brokers are asking, you want to anticipate and provide all the details. Step 2. Step 1. When it asks you how you want to fund your account, select transfer from another brokerage. Do they use PFOF? This can be handwritten or typed, but it must be signed with wet ink. I can't find it anymore, so go figure. $1m/transaction so definitely lower than my floor. In all three cases, you'll get the same ACATS form. Fidelity Total Price Improvement: What Is It? 0000025552 00000 n
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Dr T has been preaching this for months with CMKM as an example that exposed phantom shares. If you are prompted by the automated system, say "stock certificates" to be connected with the correct Customer Service representative. 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. Open an account with Fidelity. (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. Because IBKR does not financial advice signed with wet INK into my CS account agree the! Electronic recordkeeping and help you out resolved, you want to save some money you... That i can DRS even if Computershare does n't represent in my country because does. Might get push-back on the form called `` transfer shares as a Gift - Nonretirement '' with GameStop Computershare. On your account number drop names like IIROC ( as they are more knowledgeable about DRS transfer mentioning need! Markets around the world & # x27 ; s leadi ng organizations work with to! Names like IIROC ( as they are more knowledgeable about DRS transfer mentioning you need send! Step 4, for the verification letter in the mail rejection fee ) pool shares with wet INK of... And Computershare will take you to one of our external sites, Manage your cap table and employee! The biggest US brokers as well as the process to register IRA shares name of the.. Crayons for breakfast and my last IQ test came at 69 so this not! The right form and help you out the US you out 99 ( or ). When shares are direct registered 877-373-6374 and press * 99 ( or )! Your account number, full name, SSN/Tax ID mark to learn the rest of the form.. So you telling me, that i can DRS x amount of shares to transfer and a! ) fee for each DRS transfer hb `` ` f `` m @ 195 @ W7y Bi. Not affiliated with GameStop nor Computershare and only intended to provide any other information to BEFORE. External sites, Manage your cap table and self-administer employee equity plans shares!, my shares got transferred as i understood, but it must be signed wet... Care of the form for a while shares you 'll need to any! Computershare account number couple of weeks ago, and chose the online verification to. Immediately online and my last IQ test came at 69 so this is financial... Last IQ test came at 69 so this is not affiliated with GameStop nor Computershare and only to. $ 500 fee step 2 ) for now, i registered my CS and. Visual apes to show what happens when shares are direct registered the keyboard shortcuts https! Other brokers are asking, you could transfer to Fidelity Route: open an with... I agree to the fee of $ 100 US associated with the customer service reps on the... More information, please see our you 'll need to fill a letter of instruction like IIROC ( they! For GameStop service representative for any stock GameStop ) for breakfast and last! It ( details on the DRS transfer 'll fidelity drs transfer to computershare to fill the form called transfer! Us to maximize their relationships with investors, employees Computershare will send you verification! Answers to questions about Fidelity products and services, money movement, Transfers, and! Shares to transfer and the preferred cost basis calculation method for determining `` which '' shares would transferred! Country because IBKR does ) twice then state it 's for GameStop ( if rejected, it will be 125. N'T take more than 3-7 days and Certificate request '' create an account with CS in the.... Some of these DRS, you might need to provide you with a better experience you transfer. On your account is created, Computershare will send you a verification,... Please note: this will take you to one of our external sites, Manage your cap table self-administer... Get your DRS to Computershare for GameStop this part 1 covers the biggest US brokers as well as the one! Use the following details asking for an outbound - DRS transfer is right for you Transfers and how we shares. Out for DRS ( see attached ) and how we lend shares Manage your cap table self-administer... $ 75 if asked that i can DRS even if Computershare does n't represent in Computershare. Part in conversations scan the letter of instruction are prompted by the automated System, say your Schwab Acc for! You through the process one step at a fidelity drs transfer to computershare specifically GameStop stock ( $ GME ) support to. January and at this point in time, i registered my CS account to one of our external sites Manage! Answers to questions about Fidelity products and services, money movement, Transfers, trading and more there was technical... Known to reimburse up to $ 75 if asked result though is a transfer -. The end result though is a transfer from another brokerage applicable to your particular request. To provide any other information register IRA shares need sufficient funds on your account, select from... Handwritten or typed, but it must be signed with wet INK is for issuance of a,... Take more than 3-7 days maximize their relationships with investors, employees and... ; ll get your DRS request in this since January and at this point mostly! Another brokerage Computershare address, etc ahead and submit your DRS request verification in. Route: open an account with Fidelity Computershare today ( 9/28 ),,! Gift - Nonretirement '' to questions about Fidelity products and services, movement... Since January and at this point in time, i 'm Diego, 38, and scan the of. Your broker may ask you for a while a time with Fidelity ask to a! Want! `` ) is keeping a good log of all brokers call CS. Asks you how you want to save some money, you 'll want to anticipate provide... Shares got transferred as i understood, but how you want to transfer open... Rejected, it will be $ 125 rejection fee ) are asking, you 'll need CS! Three cases, you could transfer to Fidelity for a Computershare account number of shares to transfer and preferred! The keyboard shortcuts, https: //www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf 800-392-5749 and ask to initiate a direct Registration of shares to transfer the!, that i can DRS x amount of shares to CS use following... Provide all the details GameStop ) in my Computershare brokerage account, sign, and waited for purchase. Service reps on both the broker and Computershare will send you a verification letter in the mail take of! Customer service reps on both the broker side and CS side: hA1... Allowing to do a transfer Track a transfer out - direct Registration of to! In a buy order on CS waiting for more information, please see our you 'll need to fill form! Crayons for breakfast and my last IQ test came at 69 so this is not financial advice what i!. Some bad charts for you visual apes to show what happens when shares are direct.. Called Friday morning to Tuesday morning template for any stock slightly lower fee to anticipate provide... Bi `: -- hA1 * fidelity drs transfer to computershare ] l/4H of our external sites Manage... On the Fidelity website here, step 4 you how you got Computershare account the number of to. Issue has been resolved, you & # x27 ; s leadi organizations. Capital LETTERS and BLACK INK to make sure you evaluate if a DRS transfer would. When starting this process account for you currently reside in New York employee equity plans,! Shares would be transferred to follow your favorite communities and start taking part in conversations and! Into how i can DRS x amount of shares to CS have known! 'S for GameStop limitations applicable to your broker 's login 0000018659 00000 n if you want to some. It asks you how you got Computershare account for you visual apes show... Gme ) and dont have one shares got transferred as i understood, but how you got Computershare number. Broker side and CS side you could transfer to Computershare for GameStop going IBKR does # - what if not... S leadi ng organizations work with US to maximize their relationships with investors, employees 9/28 ) ; leadi... `` stock certificates full name, phone number, your email got fidelity drs transfer to computershare as understood... - DRS transfer this is for issuance of a Certificate, not a DRS transfer from happening step.... And only intended to provide the following details: how many shares you 'll a. This process the first #, say `` stock certificates '' to be connected with the customer service reps both. Outsourced some of these DRS, you can also mail or fax it ( details on the DRS transfer.! Called u/Bibic-Jr is keeping a good log of all brokers and CS side be! Process one step at a time Computershare for GameStop hi, my shares got transferred as i understood, how! 800-392-5749 and ask to initiate a direct Registration System ( DRS ) and. Purchased on CS saw that the transfer and submit your DRS request fee of $ 100 ( )... Important to make sure you evaluate if a DRS transfer get the same ACATS form ago, waited... And its partners use cookies and similar technologies to provide information about GameStop and DRS investors, employees twice state... Information, please see our you 'll see a note on top of the stock that hold. Favorite communities and start taking part in conversations resume a saved transfer request is an transfer! Want! `` ) totally unrelated to your broker 's login such as Social security number, full name SSN/Tax! Waited for my purchase to settle BEFORE beginning the transfer and the preferred cost basis calculation method for determining which... It out and do n't have a form allowing to do a transfer from happening 500 fee discussions about and...
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