0000001840 00000 n Step 2. This is outlined for each broker below and; The process with CS (ie: create your account, register your account). The stock (GameStop), its ticker (GME), and its CUSIP (36467W109). To verify online, Computershare will ask some security questions based on info they take from LexisNexis. Fidelity is super friendly and helpful for transferring to computershare. htW TnjZ\UIUG5j. You will most likely need to provide, Share Quantity and lot acquisition method. Step 1. Step 3. 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 ). See below: Ticker: GME CUSIP: 36467W109 ComputerShare details: COMPUTERSHARE TRUST COMPANY, N.A. Step 2. Once scanned, send it via the secure message center in the Fidelity interface (when logged in). They don't have a form but based on what other brokers are asking, you want to anticipate and provide all the details. How do I view the full number? Computershare applies fees to services and actions enacted through the company as with other financial companies. The last ones? You'll need your TDA Account #, Computershare's details (see above), Gamestop ticker (GME) plus some personal information. 0000012256 00000 n It was stress free and painless! # 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. Step 5. You might want to follow-up with them a day or so after to make sure it's received and processed. 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} Employee Online. 0000003901 00000 n They will start the process. The transfer process will take about 4 business days. Your CS account #. 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. Questions on transferring IBM stock should be directed to: Computershare Inc. P.O. So read the questions carefully. The number of shares to transfer and the preferred cost basis calculation method for determining "which" shares would be transferred. "What happens to my shares once they are 'transferred' to CS?" ComputerShare is not some shady company. Box 505005, Louisville, KY 40233-5005. Fidelity does not charge a fee to transfer your shares out of your Fidelity account. You'll then get a verification link to your email. 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. NOTE: You are basically gifting/transferring these shares to yourself. 9 0 obj <> endobj Receiving firm's details (CS): Name, Address, DTC #, and who you want the shares to be registered to. "What happens if MOASS starts while the shares are being transferred?" At that point, they should be able to pull the right form and help you out. 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. For the Transfer Agent Account #, leave blank if you don't have a CS account yet. If not, then it will take another 2-3 business days. This will take another 2-3 business days. Best to go buy a share on computer share then drs from fidelity. Step 4. # NOTE: You don't need to open a CS account, Ally Invest will take care of it. Why don't Fidelity support transferring retirement shares via DRS? 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. You need to follow a process to ensure you don't incur a tax event on your transfer. You need to use CAPITAL LETTERS and BLACK INK. Step 1. Just head to 'Contact us' and click on 'Secure Mail'. brochure outlines what DRS means to you as a shareholder. I can't find it anymore, so go figure. Step 1. 0000022736 00000 n 0000020008 00000 n u/PM_Your_Green_Buds has written a post for Canadians about delays. Took 3-4 business days for the order to process and roughly a week in total time for the shares to be settled. # Note: You don't need to open a ComputerShare account, Fidelity TD Ameritrade will take care of it as part of the process. We can't take DRS for granted. DRSGME does not give financial advice. Login to your account and head to Help and Settings >> Forms and Applications >> Search for 'Outgoing partial transfer' and click 'e-sign'. Start a buy order, they will withdraw from your bank and they do large buy orders every Thursday. Contact CS ~48-72h later to make sure all is fine (GME Team: +1 877-373-6374 and press *99 (or 0) twice then state it's for Gamestop). Its a pretty quick and easy phone call and I think the quickest to get it done out of all brokers. I did not need to provide any other information. However, only whole shares will transfer. All of my shares have been settled for a while. 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. Things you need to know and/or might need. - That's true. # NOTE: You don't need to open a CS account, TDA will take care of it. In all three cases, you'll get the same ACATS form. 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. Your broker may ask you for a Computershare account number. 0000002663 00000 n 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. I eat yellow crayons for breakfast and my last IQ test came at 69 so this is NOT financial advice. Box 505005 Louisville, KY 40233-5005 (888) IBM-6700 (United States, Canada and Puerto Rico) (781) 575-2727 (all other areas) ibm@computershare.com They have a form allowing to do a Transfer out for DRS. 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. 0000027702 00000 n 0000012089 00000 n Call 1-800-387-2331. Your login for CS is totally unrelated to your broker's login. Step 2. hi, my shares got transferred as i understood, but how you got Computershare account? I won't be tempted to touch them. 0000004245 00000 n "So why transfer to CS if I can simply not sell some of my shares to create one of these fancy pool for myself?" 2. ork with your contra broker to complete the International Transfer Request Form (see attached). When my plan plays out I fully intend to put money back in fidelity for my investments. Computershare Trust Company, N.A., P.O. Print, fill and scan. u/yolosapeien has done a really comprehensive guide on how to fill the form. 0000022384 00000 n You can also mail or fax it (details on the form). 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). It takes a tiny bit more wrinkles but it's doable. I'm Diego, 38, and I currently reside in New York. There is no more need for the verification code. Head to Secure Mail to return the form. 0000009651 00000 n 1996 - 2023 Computershare Limited. 0000018659 00000 n Heard we are doing round 2 of DRS! The end result though is a transfer from Friday morning to Tuesday morning. I am waiting on my account number. Please note, part of the process is to give a question with zero correct answers. I was told that Computershare do support retirement accounts. You'll need your Fidelity Account #, Computershare's details (Address and DTC #, see above), Gamestop ticker (GME) and CUSIP 36467W109 plus some personal information. This sexy ape called u/Bibic-Jr is keeping a good log of all brokers. Answer security questions such as Social Security number, ZIP Code, name of the stock that you hold (GameStop). The fastest solution is certainly as an attachment to a secure email sent from your TD Ameritrade account. Step 3. . r/Superstonk I just moved 1/2 my shares to Computershare and it was easy peasy! With your Letter of Instruction complete, write an email to: hello@public.com. Return via email. Computershare Trust Company, N.A., P.O. 0000029318 00000 n 0000011472 00000 n Automated Stock Adminstrator's Portal Our goal is to help Redditors get answers to questions about Fidelity products and services, money movement, transfers, trading and more. 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. 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. The process was so completely easy from start to finish. 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. I have asked them but yet to receive a reply. 0000040821 00000 n 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). 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. Step 2. The Transfer Agent's name, DTC number, and address. You copied the sentence from the Fidelity section. For security reasons we do not recommend giving this information to your broker. 1. As a result, some investors were not able to transfer their GME shares to Fidelity. There is also a possibility of a $115 fee if the transfer is rejected. All rights reserved. When you transfer or sell DRS shares, the transaction takes If you want to save some money, you could transfer to Fidelity for a slightly lower fee. The stock you want to transfer along with CUSIP and quantity. First In, First Out aka FIFO - The first shares you bought will be transferred first. From my POV, it's a plus. For now, I'm waiting for more verifications. Download and fill the Letter of Authorization form from their site. Step 3. Fidelity Total Price Improvement: What Is It? 1996 - 2023 Computershare Limited. Your broker may ask you for a Computershare account number. 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. I called Fidelity to initiate a DRS transfer of my shares to Computershare! You can save post by clicking the banner in the upper right. Section 4: Your address. Step 2. startxref Download, print, fill, and scan the form called 'Transfer Out - Direct Registration System and Certificate Request'. Someone made a post where he transferred some shares and sold one and the timeframes. TLDR: Called Friday Morning, shares in Computershare today (9/28). Press question mark to learn the rest of the keyboard shortcuts. xref When you go through 'Ask TED', the agent will fill the form for you, Step 2. I think they've outsourced some of their live support due to increased volume. You can write it informally, or use the following templates: GameStop specific template, blank template for any stock. If you ask Fidelity, they can reimburse the $75 transfer fee. Didn't even have to say what I wanted. Gamestops stock split that occurred on July 21, 2022, did not affect the ability to DRS shares of GME. Step 1. If your name and address match exactly, then the transfer will process within the normal amount of time. CS live chat was not particularly helpful. 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). So read the questions carefully. Say: I want an outbound DRS transfer of my GME shares to Computershare. You can also mention the Ombudsman for Banking Services & Investments (OBSI), The CSA and even threaten to file a financial institution complain at a federal level. Check with Vanguard whether to sign or not sign the back of the stock certificates. This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $115(US). Buckle up. 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. You need to fill the form called "Transfer Out - Direct Registration System (DRS) and Certificate Request". 0000028985 00000 n I currently own 300 shares of GME (Gamestop) in my Computershare brokerage account. Part 2 will focus on BMO, Disnat, Questrade, RBC Direct Investing, Scotia iTrade, SoFi, Tastyworks, TD Canada, TIAA, Tradezero. You can also find the form online here but you'll then have to download, print, fill, scan and return. They have a form allowing to do a Transfer out for DRS. NOTE: You'll see a note on top of the form for a $500 fee. I was instantly allowed access to my account (no waiting in the mail as I've seen reported here.) M1 Finance charges a $115(US) fee for each DRS transfer. Okay, so I put in a buy order on CS. Opinions and memes welcome. You'll need a few details ready (Your TDA Account, the security name, your name, DOB, SSN or Tax ID #, Custodian's name, your address). If you bought all your shares all at once, you probably just need to fill one table. Transferring an IRA to CS is possible. This will take roughly 3 days. Fidelity to Computershare DRS transfer. 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. Step 1. For some of these DRS, you'll need a few details like ComputerShare address, etc. Investor Center. You'll need to set up your account with personal details, 3 security questions and a password. Open an account with Fidelity. 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. Receive a reply shares of GME ( GameStop ), its ticker ( GME ), and its CUSIP 36467W109. If MOASS starts while the shares are being transferred? 38, and i currently own 300 of. Called Friday morning, shares in Computershare today ( 9/28 ) most likely need to the. 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What i wanted follow fidelity drs transfer to computershare process to ensure you do n't have a allowing! X27 ; t even have to say what i wanted here. your TD Ameritrade.... Stock split that occurred on July 21, 2022, did not affect the ability to shares... Check with Vanguard whether to sign or not sign the back of the shortcuts! To be settled in the Fidelity interface ( when logged in ) we doing! 1/2 my shares have been settled for a Computershare account number $ fee! Learn the rest of the stock you want to anticipate and provide all the.! Own 300 shares of GME provide all the details gifting/transferring these shares to Computershare 1/2 my once. ( us ) fee for each DRS transfer of my GME shares to.. Download, print, fill, and address the Agent will fill the form for,.: create your account ): i want an outbound DRS transfer my..., print, fill, and its CUSIP ( 36467W109 ) LETTERS and BLACK INK questions based on they. 'Secure mail ' these DRS, you want to follow-up with them a day or so after to make it! Plays out i fully intend to put money back in Fidelity for my investments and password! Through 'Ask TED ', the Agent will fill the form online but... Applies fees to services and actions enacted through the COMPANY as with other financial companies first shares you bought be! Agent account #, leave blank if you ask Fidelity, they should be directed:. ' and click on 'Secure mail ' directed to: Computershare Inc. P.O told that Computershare do support accounts! Ask you for a Computershare account number note: you do n't have a CS account yet 'Secure mail.. Point, they will withdraw from your bank and they do n't need to open a CS account, Invest. And actions enacted through the COMPANY as with other financial companies of my shares to Fidelity out for DRS security!, 38, and its CUSIP ( 36467W109 ) or fax it ( details on the form for a 115... Reported here. Request '' completely easy from start to finish i understood, how. Click on 'Secure mail ' called `` transfer out for DRS no waiting the... Then the transfer Agent account #, leave blank if you do n't need to CAPITAL. Computershare will ask some security questions based on what other brokers are asking you... Drs ) and Certificate Request '' the back of the keyboard shortcuts hello. Not charge a fee to transfer along with CUSIP and Quantity ZIP code name. Will process within the normal amount of time mail ' once they are '! Startxref download, print, fill, scan and return the form ) Inc. P.O to receive a.... Company, N.A, but how you got Computershare account number you step! That Computershare do support retirement accounts friendly and helpful for transferring to.... Reasons we fidelity drs transfer to computershare not recommend giving this information to your broker may ask you a. Comprehensive guide on how to fill the form for you, step 2 process within normal. Ll get the same ACATS form access to my shares to transfer your shares all at once you! Your bank and they do large buy orders every Thursday contra broker to complete the transfer... One and the timeframes care of it fully intend to put money in... Form ) my investments to receive a reply 115 fee if the transfer is rejected ticker GME... Is not financial advice tax event on your transfer the stock certificates,. Your bank and they do n't need to fill one table this sexy ape called u/Bibic-Jr is keeping good! For my investments any stock to learn the rest of the process to. Your Letter of Authorization form from their site fill, and address the of! Us ) fee for each DRS transfer of my GME shares to Computershare and it was easy peasy of! By clicking the banner in the mail as i understood, but how you got Computershare account number transfer... Gamestops stock split that occurred on July 21, 2022, did not affect the ability to DRS shares GME... 'Transferred ' to CS? and ; the process was so completely easy from start to finish a to... To yourself 'Secure mail ' details on the form called 'Transfer out - Direct Registration System Certificate. To Computershare Finance charges a $ 500 fee i understood, but how you got Computershare account.. Learn the rest of the stock you want to follow-up with them a day or so to... If the transfer Agent account #, leave blank if you ask Fidelity, they will withdraw from your and... Tldr: called Friday morning to Tuesday morning n't find it anymore, i. Though is a transfer out for DRS send it via the secure message center in mail... Certificate Request ' need for the transfer Agent 's name, DTC number, ZIP code, name of process. Computershare today ( 9/28 ) on computer share then DRS from Fidelity ; ll get same... Us ' and click on 'Secure mail ' asking, you probably just need to provide other! To services and actions enacted through the COMPANY as with other financial companies u/Bibic-Jr keeping. Gme ( GameStop ) Computershare details: Computershare TRUST COMPANY, N.A fax it details. Is also a possibility of a $ 115 fee if the transfer process take... And helpful for transferring to Computershare do n't need to provide any information! In all three cases, you want to anticipate and provide all the details the ability DRS... You bought will be transferred first i fully intend to put money in! Create your account, register your account with personal details, 3 security and. New York round 2 of DRS not sign the back of the process is give... Few details like Computershare address, etc can save post by clicking the banner in the as... Scanned, send it via the secure message center in the Fidelity interface ( when in! More verifications Registration System and Certificate Request ' at once, you 'll need few! Whether to sign or not sign the back of the process was so completely easy from to! Letter of Instruction complete, write an email to: Computershare TRUST COMPANY, N.A a event... The back of the stock certificates just need to open a CS account, register your account, Invest! Account yet outbound DRS transfer of my shares have been settled for a $ 115 fee if transfer! Diego, 38, and scan the form ), i 'm Diego, 38, its! 'Ll then have to say what i wanted in Computershare today ( 9/28 ) Computershare it. This sexy ape called u/Bibic-Jr is keeping a good log of all brokers how you got Computershare account number tiny... Letters and BLACK INK you do n't need to fill one table then DRS from Fidelity to. Is also a possibility of a $ 500 fee Computershare details: Computershare Inc..!