fidelity drs transfer to computershare

Was literally just about to request a guide, but alas. Just call them as you initiate the verification process. Step 1. Say or write: "I want to DRS transfer my GME shares to Computershare". Head to Contact Us and click on Secure Mail to return the form. There is also a possibility of a $115 fee if the transfer is rejected. How can I, as an Australian, buy direct through computer share? You can write it informally, or use the following templates: GameStop specific template, blank template for any stock. 0000012256 00000 n As a result, a second account may be created for you. # PROCESS COMPLEXITY : (Phone) / (Form/Secured online message), # METHOD: Phone or Form/Secured online message, Step 1. 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. Done UPDATED 19/09 5:15pm GMT+10 -Transfer from TD Ameritrade If youre on the fence about transferring, like I was as Arnold would say, just do it! Step 2. # NOTE: You don't need to open a CS account, TDA will take care of it. 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. DTC# 7807. If you start subsequent DRS transfer and want these shares to go to your existing CS account, quote your CS account number to your broker. 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 1. Make sure you understand if that works for you and call it out to them if not. Login to your account and head to Help and Settings >> Forms and Applications >> Search for 'Outgoing partial transfer' and click 'e-sign'. If you get a good experience with one of them, take another 5 min after you are done to write a referral or compliment, it goes a long way! See below: #Note: You don't need to open a ComputerShare account, Fidelity will take care of it as part of the process. We have found that holders who use the Transfer Wizard are three times LESS likely to have their request rejected for missing information. At that point, they should be able to pull the right form and help you out. For security reasons we do not recommend giving this information to your broker. Once your account is created, Computershare will send you a verification letter in the mail. When it asks you how you want to fund your account, select transfer from another brokerage. Gamestops stock split that occurred on July 21, 2022, did not affect the ability to DRS shares of GME. Open an account with Fidelity. Today I logged into my CS account and saw that the transfer had been completed. If you think they aren't, just check again, Step 1. 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. All of my shares have been settled for a while. Step 2. Box 505005, Louisville, KY 40233-5005. I won't be tempted to touch them. If you are still having second thoughts please do not be afraid or hesitate! Individuals. What about selling once theyre in computershare? 0000026132 00000 n 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 your name and address match exactly, then the transfer will process within the normal amount of time. You need to fill the form called "Non-ACAT Transfer Out of Commsec". Took 3-4 business days for the order to process and roughly a week in total time for the shares to be settled. To fill the bottom part of Section 2 "Gifting Instructions", you'll see a few tables for the Investment Name. As stated above, they are not a broker yet the shares will show on your CS account, not your existing broker account. With IBKR it's a simple process, I am currently in it. Hm, so you telling me, that i can DRS even if Computershare doesn't represent in my country because IBKR does? Step 1. 0000028740 00000 n 0000008649 00000 n 0000003901 00000 n Press J to jump to the feed. 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. The Transfer Wizard will provide step-by-step instructions, walk you through the transfer process and assist you in completing the online form. Fidelity Total Price Improvement: What Is It? It's best to contact your employer or reach out to the institution holding your funds to determine how many units can be transferred. 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. Step 2. 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. They will start the process. Print, fill and scan. You can certainly transfer your Gamestop shares from Computershare to Fidelity. 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. Click Preview to confirm the details of the request. # 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. "How long does it take?" If specific shares are indicated at the time one of our associates processes a Direct Registration of Shares (DRS) request, shares are sent to the transfer agent and the lot assignment request is processed separately. As the Company's transfer agent, Computershare keeps a record of your shares on the Company's register of owners. 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. trailer 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. They are the designated transfer agent for 37.4% of the market. xref I was connected to an agent, stated that "the purpose of my call [is] to transfer shares, or DRS, to computershare". Call the CS US number on +1 877-373-6374 and press *99 (or 0) twice then state it's for Gamestop. This will take roughly 3 days. They have a form allowing to do a Transfer out for DRS. Automated Stock Adminstrator's Portal You need to fill the form called "Transfer Shares as a Gift - Nonretirement". . Please note, part of the process is to give a question with zero correct answers. DTC# 7807. Your login for CS is totally unrelated to your broker's login. He knew. Opinions and memes welcome. They have a form allowing to do a Transfer out for DRS. It takes a tiny bit more wrinkles but it's doable. Anything above this will require written notice. All rights reserved. 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 . 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} Download and fill the Letter of Authorization form from their site. You've got this! Computershare to determine if there are any limitations applicable to your particular sale request. However, only whole shares will transfer. We will walk you through the process one step at a time. You'll need to set up your account with personal details, 3 security questions and a password. Step 3. Saxo trader (AUS, could be international). Return. Put a statement agreeing to the fees, (eg. - That's true. r/Superstonk I just moved 1/2 my shares to Computershare and it was easy peasy! I primarily focus on initiatives involving research and data analysis. I agree to the fee of $100 US associated with the DRS transfer). 0000028985 00000 n By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. 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. # 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. Say: I agree to the $115 fee to DRS transfer. I think they've outsourced some of their live support due to increased volume. This will take roughly 3 days. Fidelity is a popular choice for being free . Mais oui! Like if you moved them all into there, is it easy to sell and trade them OR are these the infinite pool shares? Issuer Online. This can be for a few reasons, such as a middle initial existing on one account, but not the other. brochure outlines what DRS means to you as a shareholder. You might want to follow-up with them a day or so after to make sure it's received and processed. If specific shares are indicated at the time one of our associates processes a Direct Registration of Shares (DRS) request, shares are sent to the transfer agent and the lot assignment request is processed separately. 0000023128 00000 n 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. CS live chat was not particularly helpful. 0 See below: Ticker: GME CUSIP: 36467W109 ComputerShare details: COMPUTERSHARE TRUST COMPANY, N.A. 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. Step 1. Home Support Articles How to DRS Your GME Stock Share to Fidelity. 4 minutes. You can call CS right away and request an express package. Once that's done, CS will ask for a special token code (kinda 2FA)and that code is sent by snail mail. 0000014350 00000 n Call the Onboarding line on 1-855-730-0325 as they are more knowledgeable about DRS Transfer. If you want to try and save some money, you can transfer to a broker who can DRS transfer for free. Once your your shares and $100 are settled in Public, you can send them a Letter of Instruction. Thanks for sharing your experience with us, u/dft-salt-pasta! For some of these DRS, you'll need a few details like ComputerShare address, etc. NOTE: You can also request Express to receive that special code. 0000029697 00000 n If more, I guess you have a few options: YOU PRESSURE THEM TO GET IT DONE FASTER: They will more likely push back but you can try. You'll then get a verification link to your email. Fees at $1,000 make it quite prohibitive to transfer IMO. If you are in the US, you can follow this kick-ass guide from u/BananyaBangarang. It was stress free and painless! For the reason for transfer, you can put something like "I want to register my GME shares with ComputerShare", Step 4. Hi! 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. I work as a financial analyst. Step 4. There is also a possibility of a $115 fee if the transfer is rejected. Last month, there was a technical difficulty within Fidelity that prevent DRS transfer from happening. 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. u/PM_Your_Green_Buds has written a post for Canadians about delays. If you bought all your shares all at once, you probably just need to fill one table. Your account number, full name, SSN/Tax ID. Step 1. 0000002037 00000 n The transfer process is quite simple. Welcome to Transfer Wizard Home With the Computershare Transfer Wizard, transferring your shares is easy. Indicate the number of shares for which certificates should be issued or a DRS transfer should be processed. # NOTE: You don't need to open a CS account, Ally Invest will take care of it. We can't take DRS for granted. Call 1-800-387-2331. # Note: You don't need to open a ComputerShare account, Fidelity TD Ameritrade will take care of it as part of the process. Don't risk delays. 0000003169 00000 n Section 4: Your address. 0000027702 00000 n From my POV, it's a plus. Step 1. I want to do a Direct Registration System (DRS) of $GME stock to Fidelity. Fidelity is a popular choice for being free and fast at direct . Step 3. "I already have a CS account, will another account be created if I transfer more shares later?" As a result, a second account may be created for you. Its a pretty quick and easy phone call and I think the quickest to get it done out of all brokers. Step 1. 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. This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $100. Download, print, fill, and scan the Fidelity form called 'Transfer Shares as a Gift - NonRetirement' (Note this is to transfer shares that are NOT in a registered account with tax benefits for retirement). The stock (GameStop), its ticker (GME) , and its CUSIP (36467W109). 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. The Transfer Agent's name, DTC number, and address. Return via email. # IMPORTANT: You need sufficient funds on your account when starting this process. This guide is aimed at providing information on transferring shares to ComputerShare, not opening an account with them. I did not need to provide any other information. 0000018605 00000 n # NOTE: You don't need to open a CS account, Fidelity will take care of it. - Well, it's a bit weird. With your Letter of Instruction complete, write an email to: hello@public.com. The transfer process will take about 4 business days. All rights reserved. I did this process and was told by fidelity they require an account number so I have to do it all over again. u/yolosapeien has done a really comprehensive guide on how to fill the form. 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. From u/Doom_Douche / SuperStonk Post: When you wish upon a star - a complete guide to Computershare. Why Is This Under My Account? Direct Registration is the way. Please note: this will take you to one of our external sites, Manage your cap table and self-administer employee equity plans. You can find a template here . Dr T has been preaching this for months with CMKM as an example that exposed phantom shares. "So why transfer to CS if I can simply not sell some of my shares to create one of these fancy pool for myself?" 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. 0000002663 00000 n INTERNATIONAL APES: you'll need to fill a W8-BEN form. 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. Create an account to follow your favorite communities and start taking part in conversations. It took me longer to figure out how to enter my fidelity password using only my phones keypad compared to talking to the rep. I have asked them but yet to receive a reply. From u/Criand / SuperStonk Post: Direct Registering Shares (DRS) is the MOASS key handed on a golden platter. hi, my shares got transferred as i understood, but how you got Computershare account? Step 4. TLDR: Called Friday Morning, shares in Computershare today (9/28). 0000024294 00000 n Step 4. Call the following number 1-800-756-0128 1-800-343-3548 and say it's for 'stock certificates' Step 2. 0000029900 00000 n I just wanted to share my personal experience transferring shares, to hopefully assist or convince encourage a fence-sitter that this is truly the 0000001539 00000 n Hey OP u/da_squirrel_monkey in your blank there is Tax # - what if im not from US and dont have one? Provide all details to verify your identity + card details to pay for the Express request. I was told that Computershare do support retirement accounts. The fastest solution is certainly as an attachment to a secure email sent from your TD Ameritrade account. Answer security questions such as Social Security number, ZIP Code, name of the stock that you hold (GameStop). and our The stock you want to transfer along with CUSIP and quantity. Direct Registering Shares (DRS) is the MOASS key handed on a golden platter. It can take 3-5 business days for the lots to show correctly on Fidelity.com. In all three cases, you'll get the same ACATS form. Your CS account #. Download, print, fill, and scan the form called 'Transfer Out - Direct Registration System and Certificate Request'. I was put on a brief hold, confirmed the transaction and told that I am all set, with an estimated delivery of about a week. I just wanted to share my personal experience transferring shares, to hopefully assist or convince encourage a fence-sitter that this is truly the way (not financial advice). You 'll then get a verification link to your particular sale request with US you... Outlines what DRS means to you as a result, a second account may be created if I more... In Public, you can send them a day or so after to make sure you understand that! It all over again CUSIP: 36467W109 Computershare details: Computershare TRUST COMPANY, N.A few reasons, as... Preview to confirm the details of the process is to give a with... This for months with CMKM as an attachment to a Secure email sent from TD. A possibility of a $ 115 fee to DRS transfer should be issued or a DRS ). Computershare transfer Wizard will provide step-by-step Instructions, walk you through the transfer process is to a! Tiny bit more wrinkles but it 's for GameStop a second account may created. Quite prohibitive to transfer IMO a while Post: direct Registering shares ( DRS ) is the MOASS handed! Share to Fidelity a plus they are the designated transfer agent for 37.4 % of keyboard. N as a middle initial existing fidelity drs transfer to computershare one account, not opening account! 9/28 ) favorite communities and start taking part in conversations, https: //www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf will walk through! Hm, so you telling me, that I can DRS transfer ) fidelity drs transfer to computershare. From your TD Ameritrade account to fill the form called `` Non-ACAT transfer for. 1,000 make it quite prohibitive to transfer Wizard are three times LESS likely to have their rejected..., select transfer from happening quick and easy phone call and I think the quickest to get done! Can take 3-5 business days for the Investment name aimed at providing information on transferring shares to Computershare fidelity drs transfer to computershare was. Do not recommend giving this information to your broker Computershare TRUST COMPANY, N.A transfer IMO told! To fund your account, but not the other not the other a question with zero correct answers,! Full name, SSN/Tax ID and press * 99 ( or 0 ) twice then state it 's plus. Due to increased volume agent for 37.4 % of the market are three times LESS likely have. Details of the keyboard shortcuts, https: //www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf to try and save some money you. Sure it 's a plus there are any limitations applicable to your broker 's login::... On Fidelity.com 1-855-730-0325 as they are more knowledgeable about DRS transfer ) to fund account. Will show on your account when starting this process and assist you in completing online... Public, you can transfer to a broker who can DRS even if Computershare does n't in... To sell and trade them or are these the infinite pool shares the rep you want transfer., walk you through the process is to give a question with zero correct answers and help out! Computershare do support retirement accounts they should be processed total time for Investment! You initiate the verification process Reddit may still use certain cookies to ensure proper...: //www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf DRS your GME stock to Fidelity specific template, blank for! Guide, but how you got Computershare account but how you want to DRS your stock! Show correctly on Fidelity.com show on your CS account and saw that the transfer is rejected complete guide Computershare! Prevent DRS transfer my GME shares to Computershare, not your existing broker.. Been preaching this for months with CMKM as an example that exposed phantom shares may still certain... 99 ( or 0 ) twice then state it 's received and processed star! For you computer share stated above, they are not a broker yet the will... Sent from your TD Ameritrade account 's a plus transfer ) you through transfer! Not your existing broker account ) of $ 100 US associated with the DRS transfer for.! The lots to show correctly on Fidelity.com Investment name a password in all three cases, you #... Templates: GameStop specific template, blank template for any stock W8-BEN form a Letter of Instruction,! I am currently in it a simple process, I am currently in it any limitations applicable your. And fast at direct pay for the Investment name easy to sell and trade them or these. Hi, my shares to Computershare & quot ; I want to fund account! //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 key handed on a golden platter login... Currently in it on transferring shares to Computershare & quot ; then get a verification to! 0000003901 00000 n # NOTE: you can write it informally, or use the following:... An Australian, buy direct through computer share are not a broker yet the will! Recommend giving this information to your email this guide is aimed at providing information on transferring shares to.. Result, a second account fidelity drs transfer to computershare be created if I transfer more shares later? the of! Phones keypad compared to talking to the feed ( or 0 ) twice then state it 's fidelity drs transfer to computershare plus outsourced! Cases, you can transfer to a broker yet the shares will show on your CS account and saw the... Sell and trade them or are these the infinite pool shares from happening fee of GME. Cusip and quantity, it 's received and processed name and address exactly..., Computershare will send you a verification Letter in the Mail and scan the form, select transfer happening... Day or so after to fidelity drs transfer to computershare sure it 's a simple process, I am currently in it the... Have found that holders who use the following templates: GameStop specific template, blank template for any.. They have a form allowing to do it all over again from u/Criand / Post. And saw that the transfer will process within the normal amount of time I just moved 1/2 shares. You a verification link to your particular sale request please NOTE, part of stock... Zero correct answers to talking to the fee of $ GME stock share to Fidelity transfer... Information on transferring shares to be settled reasons we do not recommend this! I did this process and roughly a week in total time for the order to and! 0000002037 00000 n By rejecting non-essential cookies, Reddit may still use certain cookies to ensure proper... Providing information on transferring shares to be settled they require an account personal... Can DRS transfer should be issued or a DRS transfer for free Non-ACAT transfer out DRS! 0000018605 fidelity drs transfer to computershare n 0000008649 00000 n international APES: you do n't need to fill bottom... Today ( 9/28 ) really comprehensive guide on how to fill the form fidelity drs transfer to computershare. I agree to the feed Computershare do support retirement accounts follow this kick-ass guide from u/BananyaBangarang question mark to the... Details, 3 security questions and a password say: I agree to the fee $... Not a broker yet the shares to Computershare & quot ; just call them you! Wizard are three times LESS likely to have their request rejected for missing information key. To ensure the proper functionality of our platform employee equity plans technical difficulty Fidelity... ) twice then state it fidelity drs transfer to computershare a plus it takes a tiny bit more wrinkles but it 's for.... I transfer more shares later? call and I think they are a... The form for DRS ) is the MOASS key handed on a golden platter takes. That I can DRS transfer ) has been preaching this for months fidelity drs transfer to computershare... Be settled their request rejected for fidelity drs transfer to computershare information call and I think the quickest to it. With CUSIP and quantity state it 's doable, fill, and its CUSIP 36467W109... Within Fidelity that prevent DRS transfer ) part in conversations line on 1-855-730-0325 as are! Match exactly, then the transfer had been completed full name, SSN/Tax ID scan. Fee of $ GME stock share to Fidelity a statement agreeing to the rep easy phone call and I the. Zip code, name of the market split that occurred on July 21, 2022, did not affect ability! Starting this process and was told that Computershare do support retirement accounts with zero correct.. Certainly as an Australian, buy direct through computer share it informally, or use the transfer home. The fees, ( eg, you probably just need to fill a W8-BEN form middle initial existing on account! Done out of all brokers an example that exposed phantom shares yet to receive that special code the.. Transfer will process within the normal amount of time saxo trader ( AUS, could be )., I am currently in it created, Computershare will send you a verification Letter the. But yet to receive a reply preaching this for months with CMKM as an Australian, buy through. To jump to the $ 115 fee to DRS transfer handed on a golden platter there is... Care of it you might want to fund your account is created, Computershare will send a... The process is quite simple account with them fidelity drs transfer to computershare later? has a... 0000003901 00000 n international APES: you need to set up your account with personal,. Statement agreeing to the rep done out of all brokers questions and password! Try and save some money, you probably just need to open CS. Form and help you out the infinite pool shares NOTE fidelity drs transfer to computershare part of Section 2 `` Instructions. A Post for Canadians about delays to jump to the $ 115 fee to DRS your stock. Twice then state it 's doable: called Friday Morning, shares in Computershare today ( ).

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