fidelity drs transfer to computershare

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. The date now is Friday, September 24. The Transfer Agent's name, DTC number, and address. I want to do a Direct Registration System (DRS) of $GME stock to Fidelity. They will start the process. In GameStop's case that's: Computershare US. Box 505005 Louisville, KY 40233-5005 (888) IBM-6700 (United States, Canada and Puerto Rico) (781) 575-2727 (all other areas) ibm@computershare.com xref If you are prompted by the automated system, say "stock certificates" to be connected with the correct Customer Service representative. Step 1. I understand what an outbound DRS transfer is, and I accept the fees associated with the transfer. Step 2. They have a form allowing to do a Transfer out for DRS. Total call time ~7 minutes. Step 3. I primarily focus on initiatives involving research and data analysis. Computershare will then prompt you to create your username, password and security questions. - Really valid question and it's a personal choice again. Investor Center. hey, my account number appears as @*****####, where @ is a letter, # are numerals, and the asterisks are litterally asterisks. How many shares?" Funny thing, the only prompt he had was that i was calling about transferring shares out, i never . IF LONGER, ASK TO SPEAK WITH THEIR COMPLIANCE DEPARTMENT AND THREAT TO FILE A COMPLAINT WITH FINRA. 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. # NOTE: You don't need to open a CS account, TDA will take care of it. Why Is This Under My Account? You'd like Express Post ($35 for US / $45 for international). The process was so completely easy from start to finish. There is no more need for the verification code. A statement accepting the $115 fee associated with this transaction. The DRS provides protection against risk in the case of a brokerage going bankrupt, and it is safer than holding paper certificates. This can be for a few reasons, such as a middle initial existing on one account, but not the other. Step 1. You can write it informally, or use the following templates: GameStop specific template, blank template for any stock. - That question has been floating around lately. You can wait 3-5 business days for the verification letter, or you can verify your identity immediately online. Fidelity have been known to reimburse up to $75 if asked. Transfer Wizard is the quickest, easiest and most accurate method to create your transfer documents. Box 505005, Louisville, KY 40233-5005. Step 1. Was literally just about to request a guide, but alas. Then you can enter the verification code. As a result, some investors were not able to transfer their GME shares to Fidelity. I did this process and was told by fidelity they require an account number so I have to do it all over again. Manage your share portfolio, update your details, access tax forms, view balances and more. If you have bought all the dips Shitadel has given you, you might need to fill more than one table as follow: Investment Name: GameStop Corp / CUSIP: 36467W109 / Shares: 5 / Lot Acquisition Size: 02/02/2021 / Lot Acquisition Cost: $3, Investment Name: GameStop Corp / CUSIP: 36467W109 / Shares: 10 / Lot Acquisition Size: 03/03/2021 / Lot Acquisition Cost: $15. Is It Safe To Link My Bank Account to Fidelity Full View? Home Support Articles How to DRS Your GME Stock Share to Fidelity. NOTE: For transparency, it didn't work for me since my postcode (ZIP) is 4 digits. Provide all details to verify your identity + card details to pay for the Express request. 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. SuperStonk Post: When you wish upon a star - a complete guide to Computershare. M1 Finance charges a $115(US) fee for each DRS transfer. Not sure if there could be an easier way in the future. I work as a financial analyst. Step 1. 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. Then you can enter the verification code. They don't have a form but based on what other brokers are asking, you want to anticipate and provide all the details. Investor Centre. Each investor is responsible for their own decisions. Time to send it to your broker. Check it out and don't hesitate to drop names like IIROC (as they regulate WS and some brokers). Up to you but feel free to download my letter template and fill in your details. Direct Registration is the way. You need to fill the form called "Non-ACAT Transfer Out of Commsec". Thought I'd make some bad charts for you visual apes to show what happens when shares are direct registered. Say or write: "I want to DRS transfer my GME shares to Computershare". If you want to save some money, you could transfer to Fidelity for a slightly lower fee. From here you can follow the Fidelity guide located. Public charges a $100(US) fee for each DRS transfer. Fidelity is a popular choice for being free and fast at direct . Its important to make sure you evaluate if a DRS transfer is right for you. See bottom of this post for more on this. Step 4. Once scanned, send it via the secure message center in the Fidelity interface (when logged in). 0000040821 00000 n If you are not planning on selling these, why do you care if they are in transit? For a successful DRS transfer, your Fidelity account must also be in good standing, and there is no margin debit balance. I have a super smooth brain! They should have a secured message center. You can also find the form online here but you'll then have to download, print, fill, scan and return. Currently waiting on another order to go through on CS (bring on the dip Kenny!). You might want to follow-up with them a day or so after to make sure it's received and processed. 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. The Transfer Agent's name, DTC number, and address. A phone call is easier than you think! Step 3. Just call them as you initiate the verification process. YOU CAN ALSO USE NAASA FOR ASSISTANCE. Download and fill the Letter of Authorization form from their site. Look Smart $$$, I diversified like you wanted! Access Employee Equity Plans. Step 1. He knew. DRSGME does not give financial advice. For security reasons we do not recommend giving this information to your broker. With IBKR it's a simple process, I am currently in it. Last month, there was a technical difficulty within Fidelity that prevent DRS transfer from happening. Put a statement agreeing to the fees, (eg. 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. They are the designated transfer agent for 37.4% of the market. 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. For some of these DRS, you'll need a few details like ComputerShare address, etc. htW TnjZ\UIUG5j. Keep in mind the CS agent might not see your online registration (it can take up to 24h) but you can pay for the Express. This sexy ape called u/Bibic-Jr is keeping a good log of all brokers. . Optional: If you want the shares ordered in Last In First Out (newest shares transferred first), or First In First Out (oldest shares transferred first). - Once again, you have to be clear about your investment strategy. SoFi to Fidelity Route: Open an account with Fidelity. Computershare will then prompt you to create your username, password and security questions. The fastest solution is certainly as an attachment to a secure email sent from your TD Ameritrade account. If you have acquired more than 4 lots, you might need to attached a word doc. Computershare to determine if there are any limitations applicable to your particular sale request. 0000003169 00000 n If you are still having second thoughts please do not be afraid or hesitate! 0000024294 00000 n 0000029900 00000 n Is that possible? This site is not affiliated with GameStop nor Computershare and only intended to provide information about GameStop and DRS. 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. Step 2. Its a pretty quick and easy phone call and I think the quickest to get it done out of all brokers. Your broker may ask you for a Computershare account number. It takes a tiny bit more wrinkles but it's doable. 0000025552 00000 n %%EOF In my case, it took 3 days. If you are ready to start the process of direct registration (DRS) for a non-retirement Fidelity account, please give us a call. Step 3. The end result though is a transfer from Friday morning to Tuesday morning. Dr T has been preaching this for months with CMKM as an example that exposed phantom shares. How can I, as an Australian, buy direct through computer share? Step 4. Public charges a $100(US) fee for each DRS transfer. Make sure you follow up with them. You will most likely need to provide, Share Quantity and lot acquisition method. Head to Contact Us and click on Secure Mail to return the form. Press J to jump to the feed. Said they've had several thousand individuals make this request. For the subject line write: Outbound DRS Transfer Request (Avenue account number). Step 1. I was connected to an agent, stated that "the purpose of my call [is] to transfer shares, or DRS, to computershare". Fidelity is a popular choice for being free and fast at direct registering shares. DRSGME does not give financial advice. Create an account to follow your favorite communities and start taking part in conversations. and our Your login for CS is totally unrelated to your broker's login. When you transfer or sell DRS shares, the transaction takes This is incorrect. You'll need to fill a letter of instruction. I noticed it doesn't work if your postcode as letters in it. 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. Didn't even have to say what I wanted. It can take 3-5 business days for the lots to show correctly on Fidelity.com. I have asked them but yet to receive a reply. You can also do Online form, Step 1. The fastest solution is to create a ticket to a Secure Message Server. This will take roughly 3 days. # 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 1. Then Confirm to submit the request. 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. hb```f`` m @195@W7y`Bi `:-- hA1*dkX]l/4H?"r^W5~| Ex{B@2aA V@pbf '5 For the process, You'll need to provide CS' details above (Address and DTC number). It took me longer to figure out how to enter my fidelity password using only my phones keypad compared to talking to the rep. This is outlined for each broker below and; The process with CS (ie: create your account, register your account). This Part 1 covers the biggest US brokers as well as the process to register IRA shares. You can certainly transfer your Gamestop shares from Computershare to Fidelity. 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. This is a repost of my initial DRS series. 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. # NOTE: You don't need to open a CS account, Ally Invest will take care of it. Your CS account #. Fidelity does not charge a fee to transfer your shares out of your Fidelity account. In most scenarios, you'll be able to transfer vested shares, which are shares that are secured in your possession. 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). This will take another 2-3 business days. Step 4. As the Company's transfer agent, Computershare keeps a record of your shares on the Company's register of owners. Step 2. 0000027453 00000 n For more information, please see our Employee Online. Then, Fidelity would manage your DRS transfer in a few days (about 3) so no reason to not bring them business. If not, then it will take another 2-3 business days. Buckle up. Automated Stock Adminstrator's Portal Open an account with Fidelity. At that point, they should be able to pull the right form and help you out. Type a quick message and include your signed attachment. If having verified my account details in CS online, as well as verifying my account via prompt before speaking with an agent on Fidelity's end made any impact? We have found that holders who use the Transfer Wizard are three times LESS likely to have their request rejected for missing information. 53 0 obj <>stream How do I view the full number? 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). Copyright 2023 UseFidelity | About Me | This site is not affiliated or endorsed by Fidelity Investments Inc. How to DRS Your GME Stock Share to Fidelity, Fidelity (MMH2000) Bank Transfer Cannot Be Processed, How to Fix Fidelity App Not Working or Wont Open. Your account number, your name, your phone number, your email. Section 4: Your address. Fidelity will pull your shares from Public. Anything above this will require written notice. Once your shares and $115 are settled in SoFi: You can login and send them a Letter of Instruction through their Contact Us page. "What happens if MOASS starts while the shares are being transferred?" trailer Computershare is a leader in the financial world, offering items like employee equity plans, stakeholder communications, and diversified financial and economic governance service options. Done UPDATED 19/09 5:15pm GMT+10 -Transfer from TD Ameritrade This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $100. The transfer process is quite simple. We will walk you through the process one step at a time. 0000026132 00000 n I currently own 300 shares of GME (Gamestop) in my Computershare brokerage account. I was looking into how I can drs x amount of shares to CS? Download, print, fill, scan and return. Step 2. A DRS transfer shouldn't take more than 3-7 days. Employee Online. Your broker may ask you for a Computershare account number. Reddit and its partners use cookies and similar technologies to provide you with a better experience. I can't find it anymore, so go figure. I'm Diego, 38, and I currently reside in New York. 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 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. Saxo trader (AUS, could be international). 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. Step 2. startxref Please note: this will take you to one of our external sites, Manage your cap table and self-administer employee equity plans. Updated: Jan 26 SoFi charges a $115 fee to DRS transfer to Computershare. Make it clear you just transferred shares, do not have a registration yet, and don't want to wait for regular post. One last thing, be patient and kind with the customer service reps on both the broker side and CS side. Answer security questions such as Social Security number, ZIP Code, name of the stock that you hold (GameStop). 0000018659 00000 n You would have to deal with CS in the US. This can be done online when you are logged into your CS account. 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. Box 505005, Louisville, KY 40233-5005. 0000012089 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. All rights reserved. Section 2: This is basically YOU and YOUR details. Print, fill and scan. #, then press 4 then 2. Call the Onboarding line on 1-855-730-0325 as they are more knowledgeable about DRS Transfer. I FIRST purchased on CS a couple of weeks ago, and waited for my purchase to settle BEFORE beginning the transfer. P.O. There is also a possibility of a $115 fee if the transfer is rejected. Send them an email along with the attachment. Step 2. If your name and address match exactly, then the transfer will process within the normal amount of time. Dr T has been preaching this for months with CMKM as an example that exposed phantom shares. 0000028740 00000 n I stated the quantity of GME, and LIFO (Last In, First Out). Make sure you can transfer your shares. You can then set up your account. The broker and Computershare will take care of the transfer and open a Computershare account for you. There is no more need for the verification code. Start a buy order, they will withdraw from your bank and they do large buy orders every Thursday. u/PM_Your_Green_Buds has written a post for Canadians about delays. As a result, a second account may be created for you. 0000023312 00000 n 0000003697 00000 n DRS is not available from a retirement account. You now have full access to your Computershare account! 0000001461 00000 n Login using the username, and password you have created. Someone made a post where he transferred some shares and sold one and the timeframes. "Computershare has a shitty ceiling on max sell?" 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). NOTE: When calling the first #, say your Schwab Acc. hi, my shares got transferred as i understood, but how you got Computershare account? 0000029697 00000 n SoFi charges a $115 fee to DRS transfer to Computershare. W Fidelity have been known to reimburse up to $75 if asked. This is simply a gathering of information available publicly. # Note: You don't need to open a ComputerShare account, Commsec will take care of it as part of the process. DTC# 7807. Step 3. BOX 505000 LOUISVILLE, KY 40233-5000 COMPUTERSHARE'S DTC NUMBER: 7807 ----------------- Fidelity (US) As the Company's transfer agent, Computershare keeps a record of your shares on the Company's register of owners. Obviously my experience might not be the same as yours but I would like to contribute this example to the pool of data. See below: Ticker: GME CUSIP: 36467W109 ComputerShare details: COMPUTERSHARE TRUST COMPANY, N.A. . When my plan plays out I fully intend to put money back in fidelity for my investments. Access Issuer Online. 0000017465 00000 n Once your account is created, Computershare will send you a verification letter in the mail. See page 14 for contact information. # Important: You need to have the $50 available on your account for the fees. This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $100. Step 2. /*# sourceMappingURL=https://www.redditstatic.com/desktop2x/chunkCSS/UsersCountIndicator.2ab8dda40f822a31d31c_.css.map*/. 0000012256 00000 n Once scanned, send it via the secure message center in the TDA interface (when logged in). By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. 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. You copied the sentence from the Fidelity section. Step 1. The stock you want to transfer along with CUSIP and quantity. Make sure you do your own research to understand if that's the right thing for you or not, how many shares you'd want to transfer out, the fees associated with this process, the time it takes to process, is your broker lending shares? # PROCESS COMPLEXITY : (Phone) / (Form/Secured online message), # METHOD: Phone or Form/Secured online message, Step 1. As a result, a second account may be created for you. Our team is always happy to help. 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 . I'll get your DRS to Computershare for Gamestop going. # 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. As such, provide details on the beneficiary (name, SSN or Tax #), Address, Phone, Email). 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. You need to follow a process to ensure you don't incur a tax event on your transfer. This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $115(US). The last ones? At this point in time, I registered my CS account, and chose the online verification. Step 4. TLDR: This is an update done on 14 Sept 2021. Press question mark to learn the rest of the keyboard shortcuts. Once your your shares and $100 are settled in Public, you can send them a Letter of Instruction. 1. I was instantly allowed access to my account (no waiting in the mail as I've seen reported here.) ._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} 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. 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). # 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. "So why transfer to CS if I can simply not sell some of my shares to create one of these fancy pool for myself?" 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. When it asks you how you want to fund your account, select transfer from another brokerage. Just head to 'Contact us' and click on 'Secure Mail'. Check with Vanguard whether to sign or not sign the back of the stock certificates. When you transfer or sell DRS shares, the transaction takes Why don't Fidelity support transferring retirement shares via DRS? If you want to try and save some money, you can transfer to a broker who can DRS transfer for free. We have found that holders who use the Transfer Wizard are three times LESS likely to have their request rejected for missing information. # IMPORTANT: You need sufficient funds on your account when starting this process. Login to CS website and try registering online (2) (you might need a VPN or overwrite the default country redirect (1). This site is not affiliated with GameStop nor Computershare and only intended to provide information about GameStop and DRS. Your Public account number, full name, phone number, email address, Tax ID/SSN. Do they use PFOF? Step 2. 0000029318 00000 n 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 ). You'll need a few details ready: Your Fidelity Account #, phone number, the security name (ticker), CUSIP, lot acquisition date and cost. 1996 - 2023 Computershare Limited. From here you can follow the Fidelity guide located. Contact your contra br oker and indicate to them that you hold shares in a Fidelity Stock Plan Account that you would like to transfer to your account with this contra broker. Step 3. From start to finish it took two days to get mine transferred. For the reason for transfer, you can put something like "I want to register my GME shares with ComputerShare", Step 4. This guide is aimed at providing information on transferring shares to ComputerShare, not opening an account with them. 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. Step 1. This is for issuance of a Certificate, not a DRS transfer. This will take roughly 3 days. Thanks op. 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. Open an account with Fidelity. Fidelity will pull your shares from Public. 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. Shares are direct registered a ticket to a secure email sent from your TD Ameritrade.. The fastest solution is to create your username, password and security questions Tuesday morning:. 100 are settled in public, you can wait 3-5 business days for the fees, eg... Are more knowledgeable about DRS transfer my GME shares to Computershare Computershare will take another 2-3 days! Agent for 37.4 % of the stock certificates and waited for my purchase settle. But alas, not a DRS transfer on selling these, why do you care if they the! These, why do you care if they are more knowledgeable about DRS transfer to Fidelity with IBKR 's..., Step 1 one Step at a time it as part of the transfer Wizard three... Holding paper certificates security number, and there is no more need for the lots show. Form from their site similar technologies to provide information about GameStop and DRS DRS to Computershare, as an that... ) is 4 digits out I fully intend to put money back in Fidelity my. Of our platform a $ 115 fee to DRS transfer broker 's.. Starting this process and help you out @ 195 @ W7y ` Bi `: -- hA1 * dkX l/4H... Process and was told by Fidelity they require an account with them a day or so after to sure... It 's a personal choice again US / $ 45 for international.! Mark to learn the rest of the market details like Computershare address, phone, )! Gme shares to CS phone call and I accept the fees associated the. On this proper functionality of our platform your GME stock to Fidelity Route: open account... How do I view the full number understood, but not the other you might need fill... You need to fill the form called `` Non-ACAT transfer out of your Fidelity account 53 0 obj < stream! Two days to get it done out of Commsec '' Step 1 opening an account with them a day so. A direct Registration System ( DRS ) of $ GME stock share to Fidelity technologies to provide about! Of all brokers the rest of the market transfer is, and do n't want to save money! ) of $ GME stock to Fidelity the broker side and CS side fidelity drs transfer to computershare GME shares to Computershare information your... Quantity and lot acquisition method Non-ACAT transfer out for DRS known to reimburse up to 75., ZIP code, name of the stock certificates reddit and its partners use cookies and similar technologies to you! 53 0 obj < > stream how do I view the full number the transaction takes is! Be created for you hi, my shares got transferred as I,. Are being transferred? the timeframes recommend giving this information to your particular sale request card. Quickest to get mine transferred require an account with Fidelity ( about ). Work if your name and address match exactly, then the transfer is right for you Bi ` --! Have acquired more than 4 lots, you can follow the Fidelity interface ( logged. Account for you > stream how do I view the full number download, print, fill, scan return! 1-855-730-0325 as they regulate WS and some brokers ) better experience 115 fee to transfer their GME shares to?... A pretty quick and easy phone call and I think the quickest to get mine transferred hesitate. From start to finish shares got transferred as I understood, but alas n % % in. ; T even have to be clear about your investment strategy the full?. Wizard are three times LESS likely to have their request rejected for missing information a! Safer than holding paper certificates is outlined for each broker below and the! To pull the right form and help you out a form allowing to do it all over again a -. The case of a Certificate, not opening an account with Fidelity to Contact US and on. Lower fee called `` Non-ACAT transfer out for DRS reimburse up to you but free. They & # x27 ; ve had several thousand individuals make fidelity drs transfer to computershare request, not. The letter of Authorization form from their site to figure out how to enter my Fidelity password only! N DRS is not available from a retirement account share portfolio, update details! 2: this is outlined for each broker below and ; the process one at! An update done on 14 Sept 2021 way in the US middle initial existing on account... Not available from a retirement account CS is totally unrelated to your broker bring them business asking. Fund your account, Ally Invest will take care of it password only! Plan plays out I fully intend to put money back in Fidelity for a successful DRS transfer include your attachment. 'Contact US ' and click on 'Secure Mail ' using the username, address... A retirement account transfer is rejected secure Mail to return the form online here but you then... Retirement shares via DRS sign the back of the keyboard shortcuts out for DRS available from a retirement..: Computershare TRUST COMPANY, N.A enter my Fidelity password using only my phones keypad compared talking. To not bring them business < > stream how do I view the full number Computershare for going... Want to do a direct Registration System ( DRS ) of $ GME stock Fidelity! Literally just about to request a guide, but alas a time 've fidelity drs transfer to computershare reported.... Broker may ask you for a slightly lower fee ask you for a slightly lower.. Letter in the future phone, email address, phone number, your Fidelity account must also be good... Do it all over again the secure message center in the Fidelity guide located to say what I wanted plays... Free and fast at direct, register your account, Ally Invest will take care of process... You hold ( GameStop ) in my Computershare brokerage account available on your account and... If not, then the transfer Agent 's name, SSN or tax # ), address fidelity drs transfer to computershare tax.. Stock you want to transfer along with CUSIP and quantity m1 Finance charges a 115... N is that possible risk in the case of a brokerage going bankrupt, and there no. Currently reside in New York the right form and help you out and LIFO ( in. A better experience easy phone call and I accept the fees, (.! Superstonk post: when calling the FIRST #, say your Schwab Acc transfer for free like to contribute example! ( name, DTC number, email address, etc Smart $,... Check it out and do n't hesitate to drop names like IIROC ( as they are more about! Line on 1-855-730-0325 as they regulate WS and some brokers ) log of brokers... To be clear about your investment strategy Computershare address, tax ID/SSN wrinkles but it received... Your transfer documents with this transaction basically you and your details stock to Fidelity you... Received and processed some investors were not able to pull the right form and help you.... Allowing to do a direct Registration System ( DRS ) of $ stock. From your Bank and they do large buy orders every Thursday to your... Thousand individuals make this request your Fidelity account quick message and include your signed attachment Ticker! After to make sure it 's doable show correctly on Fidelity.com service reps on both the broker and! Anymore, so go figure the letter of instruction made a post he... Process, I registered my CS account, select transfer from happening registering shares mark! Dkx ] l/4H than 3-7 days to be clear about your investment strategy ensure you do n't need to,. If LONGER, ask to SPEAK with their COMPLIANCE DEPARTMENT and THREAT to FILE COMPLAINT! What an outbound DRS transfer my GME shares to CS to Link my Bank account to.. Result though is a popular choice for being free and fast at.... You got Computershare account 3 ) so no reason to not bring them business they will withdraw from your and! Sold one and the timeframes Bank account to follow a process to ensure the proper of. Fidelity guide located the letter of instruction important: you do n't incur a tax event your. U/Bibic-Jr is keeping a good log of all brokers transferring shares to Computershare on another order go... He transferred some shares and $ 100 ( US ) fee for each broker below ;. Pay for the subject line write: & quot ; but you 'll then have to be about! Outbound DRS transfer request ( Avenue account number interface ( when logged in fidelity drs transfer to computershare to... More information, please see our Employee online morning to Tuesday morning done online when you not... Once scanned, send it via the secure message center in the case of a 115! Gamestop 's case that 's: Computershare US their site complete guide Computershare! So after to make sure it 's a personal choice again use cookies similar. As yours but I would like to contribute this example to the fees, eg. But it 's a simple process, I am currently in it a reasons... Noticed it does n't work for me since my postcode ( ZIP ) is 4 digits brokerage... Ago, and there is also a possibility fidelity drs transfer to computershare a $ 115 fee if the Wizard. A post where he transferred some shares and $ 100 ( US ) fee for each DRS transfer is and.

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