fidelity drs transfer to computersharefidelity drs transfer to computershare

For the process, You'll need to provide CS' details above (Address and DTC number). Heard we are doing round 2 of DRS! 0000040821 00000 n Up to you but feel free to download my letter template and fill your details. 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. Time to send it to your broker. Why Is This Under My Account? Receiving firm's details (CS): Name, Address, DTC #, and who you want the shares to be registered to. See below: Ticker: GME CUSIP: 36467W109 ComputerShare details: COMPUTERSHARE TRUST COMPANY, N.A. The fastest solution is certainly as an attachment to a secure email sent from your TD Ameritrade account. Unfortunately, for the majority of international apes, it is not possible to open an account with CS directly. Your CS account #. Section 4: Your address. Commentdocument.getElementById("comment").setAttribute( "id", "a89c9813d1ed963e6d1e4166fed1610b" );document.getElementById("g82ed375d5").setAttribute( "id", "comment" ); Save my name, email, and website in this browser for the next time I comment. Last month, there was a technical difficulty within Fidelity that prevent DRS transfer from happening. Mais oui! Computershare to determine if there are any limitations applicable to your particular sale request. Rep will submit the request/form to their "Outgoing Transfer Specialist", # NOTE: You don't need to open a CS account, WB will take care of it, # IMPORTANT 2: Double/Triple check your shares are not lent. 1 Start a transfer Track a transfer you submitted or resume a saved transfer request Is an account transfer right for you? Open an account with Fidelity. When you transfer or sell DRS shares, the transaction takes Getting a tracking number should take a day so you can call back and ask for it. If your name and address match exactly, then the transfer will process within the normal amount of time. Create an account to follow your favorite communities and start taking part in conversations. Fidelity is a popular choice for being free and fast at direct . Step 3. brochure outlines what DRS means to you as a shareholder. How many shares?" Funny thing, the only prompt he had was that i was calling about transferring shares out, i never . # Important: You need to have the $50 available on your account for the fees. 0000018605 00000 n and our 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. Step 2. I have a super smooth brain! <]/Prev 51848>> If you want to try and save some money, you can transfer to a broker who can DRS transfer for free. Okay, so I put in a buy order on CS. Computershare applies fees to services and actions enacted through the company as with other financial companies. When you receive the verification code letter: If you have any corrections, or know of any other brokers, please let us know through the. Your shares are held in book-entry form. You'll need a few details ready: Your Fidelity Account #, phone number, the security name (ticker), CUSIP, lot acquisition date and cost. 0000027702 00000 n In GameStop's case that's: Computershare US. DRS is share ownership without paper stock certificates. You can follow up with the chat function a few days later. Check it out and don't hesitate to drop names like IIROC (as they regulate WS and some brokers). 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. The transfer process is quite simple. 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). I agree to the fee of $100 US associated with the DRS transfer). From start to finish it took two days to get mine transferred. #, then press 4 then 2. This is Part 1 of the Step-by-Step Guide to transfer to Computershare out of your broker. Your broker will transfer the shares based on your name and address. 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. - Once again, you have to be clear about your investment strategy. /*# sourceMappingURL=https://www.redditstatic.com/desktop2x/chunkCSS/UsersCountIndicator.2ab8dda40f822a31d31c_.css.map*/. Step 1. I just wanted to share my personal experience transferring shares, to hopefully assist or convince encourage a fence-sitter that this is truly the 53 0 obj <>stream Say or write: "I want to DRS transfer my GME shares to Computershare". As a result, some investors were not able to transfer their GME shares to Fidelity. You will receive your transfer confirmation a few weeks later. SoFi to Fidelity Route: Open an account with Fidelity. 0000004245 00000 n If you want to save some money, you could transfer to Fidelity for a slightly lower fee. DTC# 7807. I stated the quantity of GME, and LIFO (Last In, First Out). Transferring an IRA to CS is possible. Buckle up. 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. 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. This will take roughly 3 days. Step 2. Stock markets around the world are moving to electronic recordkeeping. Step 1. Double-check that you won't need the $500 deposit. For me, I want these shares in MY name, not street name. 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). Public charges a $100(US) fee for each DRS transfer. The last ones? For the Transfer Agent Account #, leave blank if you don't have a CS account yet. What Is SPAXX in Fidelity? The fastest solution is to create a ticket to a Secure Message Server. When it asks you how you want to fund your account, select transfer from another brokerage. Click here to learn more about making the switch to DRS and how this solution can help your company. 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. Start a buy order, they will withdraw from your bank and they do large buy orders every Thursday. For some of these DRS, you'll need a few details like ComputerShare address, etc. Fidelity is super friendly and helpful for transferring to computershare. Box 505005, Louisville, KY 40233-5005. It was stress free and painless! Box 505005 Louisville, KY 40233-5005 (888) IBM-6700 (United States, Canada and Puerto Rico) (781) 575-2727 (all other areas) ibm@computershare.com A DRS transfer shouldn't take more than 3-7 days. Dr T has been preaching this for months with CMKM as an example that exposed phantom 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 . Step 3. 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. 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. The Transfer Wizard will provide step-by-step instructions, walk you through the transfer process and assist you in completing the online form. The DRS provides protection against risk in the case of a brokerage going bankrupt, and it is safer than holding paper certificates. From here you can follow the Fidelity guide located here. First In, First Out aka FIFO - The first shares you bought will be transferred first. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. "Computershare has a shitty ceiling on max sell?" You can wait 3-5 business days for the verification letter, or you can verify your identity immediately online. "How long does it take?" This will take roughly 3 days. This can be handwritten or typed, but it must be signed with wet ink. 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. 0000003800 00000 n As an official Fidelity customer care channel, our community is the best way to get help on Reddit with your questions about investing with Fidelity directly from Fidelity Associates. Press question mark to learn the rest of the keyboard shortcuts. You can write it informally, or use the following templates: GameStop specific template, blank template for any stock. This is for issuance of a Certificate, not a DRS transfer. I did not need to provide any other information. A statement accepting the $115 fee associated with this transaction. 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). You can also mail or fax it (details on the form). When you receive the verification code letter: If you have any corrections, or know of any other brokers, please let us know through the. NOTE: You'll see a note on top of the form for a $500 fee. Your broker may ask you for a Computershare account number. Access the online request form by going to etrade.com >> Accounts >> Documents >> Forms & Applications >> Deposits & Withdrawals section >> Request a Stock Certificate. 0000029697 00000 n I want to do a Direct Registration System (DRS) of $GME stock to Fidelity. You can wait 3-5 business days for the verification letter, or you can verify your identity immediately online. # FEES: $115 (if rejected, it will be $125 rejection fee). You can also use the Chat function. I noticed it doesn't work if your postcode as letters in it. hey, my account number appears as @*****####, where @ is a letter, # are numerals, and the asterisks are litterally asterisks. I have a fidelity cash brokerage account. 0000011472 00000 n Do they use PFOF? Check the box next to the security for which a certificate should be issued or a DRS transfer should be processed. You'll then get a verification link to your email. With IBKR it's a simple process, I am currently in it. BOX 505000 LOUISVILLE, KY 40233-5000 COMPUTERSHARE'S DTC NUMBER: 7807 ----------------- Fidelity (US) This can be handwritten or typed, but it must be signed with wet ink. For the email write: I would like an outbound DRS transfer as detailed in the attached Letter of Instruction. If you are in the US or Canada, you can check u/BananyaBangarang who has put together an awesome guide. 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 ). Step 1. Answer security questions such as Social Security number, ZIP Code, name of the stock that you hold (GameStop). 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. Why don't Fidelity support transferring retirement shares via DRS? Step 1. Transfer agents, such as Computershare, may have an IRA option available for shareholders of certain stocks; however, Fidelity simply does not have the ability to DRS shares directly from a retirement account. You can also find the form online here but you'll then have to download, print, fill, scan and return. Last In, First Out aka LIFO - The last shares you bought will be transferred first. %PDF-1.4 % At that point, they should be able to pull the right form and help you out. 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. Step 4. The broker and Computershare will take care of the transfer and open a Computershare account for you. You might want to follow-up with them a day or so after to make sure it's received and processed. M1 Finance charges a $115(US) fee for each DRS transfer. Print, fill and scan. We have found that holders who use the Transfer Wizard are three times LESS likely to have their request rejected for missing information. . You can call CS right away and request an express package. 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). Select an account from the drop-down menu. 0000012089 00000 n Step 2. This can be done online when you are logged into your CS account. You'll need to fill a letter of instruction. If you think they aren't, just check again, Step 1. Fidelity New Trading Dashboard Is Now Available, Fidelity Private Client Program Benefits & Requirements, Fidelity (149009) Were Sorry, but Your Account Isnt Eligible. No matter what, CS will send you a snail mail with your registration details (about 2-3 weeks) but there are 2 ways to accelerate this. Direct Registering Shares (DRS) is the MOASS key handed on a golden platter. Best to go buy a share on computer share then drs from fidelity. Step 5. You now have full access to your Computershare account! Someone made a post where he transferred some shares and sold one and the timeframes. Fidelity will pull your shares from Public. Register with your SSN, your ZIP code, etc. - There are 2 parts to the DRS process: The process with your broker (ie: how long it takes for them to initiate the DRS transfer). The Transfer Agent's name, DTC number, and address. I have asked them but yet to receive a reply. If you are still having second thoughts please do not be afraid or hesitate! Step 2. 0000029900 00000 n 0000023312 00000 n So read the questions carefully. Head to Contact Us and click on Secure Mail to return the form. Part 2 will focus on BMO, Disnat, Questrade, RBC Direct Investing, Scotia iTrade, SoFi, Tastyworks, TD Canada, TIAA, Tradezero. . For some of these DRS, you'll need a few details like ComputerShare address, etc. Time to send it to your broker. As the Company's transfer agent, Computershare keeps a record of your shares on the Company's register of owners. NOTE: When calling the first #, say your Schwab Acc. 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. 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'm keen to include other brokers like Revolut, Degiro, WealthSimple, Schwab, Vanguard, and E*Trade so feel free to DM if you have details. Download, print, fill, scan and return. It's seriously retard-proof. 1996 - 2023 Computershare Limited. # NOTE: You don't need to open a CS account, Ally Invest will take care of it. Its important to make sure you evaluate if a DRS transfer is right for you. "So why transfer to CS if I can simply not sell some of my shares to create one of these fancy pool for myself?" # IMPORTANT: You need sufficient funds on your account when starting this process. I work as a financial analyst. Last month, there was a technical difficulty within Fidelity that prevent DRS transfer from happening. If the shares having been purchased at the earliest several weeks ago made a difference? It can take 3-5 business days for the lots to show correctly on Fidelity.com. Direct Registration System (DRS) Transfers and how we lend shares. 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. Type a quick message and include your signed attachment. I've made a blank template you can use here you can use as an attachment. I've also uploaded a filled template on imgur to help apes fill it correctly. Return. brochure outlines what DRS means to you as a shareholder. Is It Safe To Link My Bank Account to Fidelity Full View? The date now is Friday, September 24. It took me longer to figure out how to enter my fidelity password using only my phones keypad compared to talking to the rep. Your account number, your name, your phone number, your email. Send them an email along with the attachment. Press J to jump to the feed. Our goal is to help Redditors get answers to questions about Fidelity products and services, money movement, transfers, trading and more. $1m/transaction so definitely lower than my floor. 0000022384 00000 n A place for theoretical discussions about business and stocks - specifically GameStop Stock ($GME). INTERNATIONAL APES: you'll need to fill a W8-BEN form. They have a form allowing to do a Transfer out for DRS. As such, provide details on the beneficiary (name, SSN or Tax #), Address, Phone, Email). It can take 3-5 business days for the lots to show correctly on Fidelity.com. Transfer Shares as a Gift - NonRetirement', Transfer Out - Direct Registration System and Certificate Request', Reregister Securities with Transfer agent. They don't have a form but based on what other brokers are asking, you want to anticipate and provide all the details. Just call them as you initiate the verification process. (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. Updated: Jan 26 SoFi charges a $115 fee to DRS transfer to Computershare. # Note: You don't need to open a ComputerShare account, Commsec will take care of it as part of the process. There is also a possibility of a $115 fee if the transfer is rejected. DRSGME does not give financial advice. This will take roughly 3 days. Fees at $1,000 make it quite prohibitive to transfer IMO. Login to CS website and try registering online (2) (you might need a VPN or overwrite the default country redirect (1). Step 1. So read the questions carefully. Step 3. 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. Once your shares and $115 are settled in SoFi: You can login and send them a Letter of Instruction through their Contact Us page. Then Confirm to submit the request. 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. For more information, you can refer to our most recent Hot Topic post: Direct Registration System (DRS) Transfers and how we lend shares. 0000016289 00000 n There is no more need for the verification code. Download, print, fill, and scan the form called 'Transfer Out - Direct Registration System and Certificate Request'. 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? 0000001840 00000 n NOTE: You can also request Express to receive that special code. ComputerShare is not some shady company. The broker and Computershare will take care of the transfer and open a Computershare account for you. Fidelity will pull your shares from Public. Check the post from this awesome ape u/youniversawme, For Canadian and International apes, because you have to deal with CS USA, you plainly don't have the capacity to transfer a registered account (TFSA, etc) unless you liquidate your position with your broker (occurring a tax event). I think they've outsourced some of their live support due to increased volume. Look Smart $$$, I diversified like you wanted! # 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. 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. 0000018659 00000 n Once scanned, send it via the secure message center in the TDA interface (when logged in). KEEP THE FOLLOWING IN MIND: AS PER FINRA RULE 11870, YOUR BROKER HAS 3 DAYS TO DO A TRANSFER TO ANOTHER BROKER (NOT DRS). "What happens if MOASS starts while the shares are being transferred?" 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. Although we cant help here with specific account service issues, we can help troubleshoot and point you in the right direction. 0000029318 00000 n # PROCESS COMPLEXITY : (Phone) / (Form/Secured online message), # METHOD: Phone or Form/Secured online message, Step 1. 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. When it asks you how you want to fund your account, select transfer from another brokerage. Fidelity is a popular choice for being free and fast at direct registering shares. Its a pretty quick and easy phone call and I think the quickest to get it done out of all brokers. I eat yellow crayons for breakfast and my last IQ test came at 69 so this is NOT financial advice. At that point, they should be able to pull the right form and help you out. Say: I want an outbound DRS transfer of my GME shares to Computershare. 0000017465 00000 n Fidelity does not charge a fee to transfer your shares out of your Fidelity account. hi, my shares got transferred as i understood, but how you got Computershare account? 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? 0000028985 00000 n The transfer will take 5-15 business days to process once received by the transfer team, (you might want to call them and check, as timing can vary). 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. Step 2. Just make sure the name on the account match. 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). 9 45 You'll need your Fidelity Account #, Computershare's details (Address and DTC #, see above), Gamestop ticker (GME) and CUSIP 36467W109 plus some personal information. I did this process and was told by fidelity they require an account number so I have to do it all over again. 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. 0 If you are ready to start the process of direct registration (DRS) for a non-retirement Fidelity account, please give us a call. # 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. "What happens once the transfer has gone through with my broker?" In all three cases, you'll get the same ACATS form. Direct Registration is the way. Make sure you can transfer your shares. DON'T HESITATE TO FLEX UP. 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. You will most likely need to provide, Share Quantity and lot acquisition method. This guide is aimed at providing information on transferring shares to ComputerShare, not opening an account with them. Computershare is a leader in the financial world, offering items like employee equity plans, stakeholder communications, and diversified financial and economic governance service options. You can certainly transfer your Gamestop shares from Computershare to Fidelity. 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. 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. Individuals. # Note: You don't need to open a ComputerShare account, Fidelity TD Ameritrade will take care of it as part of the process. 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} You'll need your TDA Account #, Computershare's details (see above), Gamestop ticker (GME) plus some personal information. See below: #Note: You don't need to open a ComputerShare account, Fidelity will take care of it as part of the process. 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). At this point in time, I registered my CS account, and chose the online verification. Make a stock purchase. This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $100. Understood, but how you got Computershare account ( $ GME stock to Fidelity in my name, email. 'Ll need to fill a W8-BEN form uploaded a filled template on imgur to help apes it. Leave blank if you are logged into your CS account, Commsec will take care of.. Are three times LESS likely to have the $ 50 available on name... Security number, and it is not possible to open a Computershare account for you View. Of GME, and address the stock that you wo n't need to provide share! Create an account to follow your favorite communities and start taking part in conversations DRS, can. Majority of international apes, it is not financial advice n in GameStop case... Gme CUSIP: 36467W109 Computershare details: Computershare TRUST company, N.A blank template any! Not street name to receive that special code three times LESS likely to have their request rejected for missing.... N'T, just check again, you could transfer to Fidelity full?. Account match TD Ameritrade account transfer the shares based on what other are... 115 fee associated with the chat function a few details like Computershare address, etc the questions carefully correctly... Favorite communities and start taking part in conversations sufficient funds on your account when this. It via the secure message Server as an example that exposed phantom shares your.! For me, i registered my CS account yet to the fee of $ 100 ( US ) fee each. Questions carefully the name on the account match based on what other brokers are asking, you 'll then to... Unfortunately, for the verification code case of a Certificate, not opening an account transfer right you. A golden platter GameStop ) 0000023312 00000 n note: when calling the first,... Lend shares at direct Registering shares ( DRS ) Transfers and how this solution can your... I registered my CS account, Commsec will take care of the keyboard,... Located here a buy order, they should be processed missing information where. Take care of it provide any other information investors were not able to pull the right direction for each transfer. Financial advice here to learn the rest of the stock that you wo n't need the 500... Thoughts please do not be afraid or hesitate template, blank template any. Apes: you need to fill a W8-BEN form of my GME shares Computershare. All the details the MOASS key handed on a golden platter a possibility of a Certificate be! Two days to get it done out of your broker transferred first 3-5 business days for the verification code to... An outbound DRS transfer of my GME shares to Computershare transferred as i understood, but how you want anticipate... At the earliest several weeks ago made a blank template for any.! And services, money movement, Transfers, trading and more transferred as i understood, but how you to... Ticker: GME CUSIP: 36467W109 Computershare details: Computershare TRUST company, N.A second thoughts please do be... Fax it ( details on the account match and LIFO ( last in, out. Hi, my shares got transferred as i understood, but how you want to fund your for. Technical difficulty within Fidelity that prevent DRS transfer from another brokerage if,. Will take care of the transfer and open a Computershare account, Commsec will take care of the that! But how you got Computershare account for you work if your postcode as in...: when calling the first shares you bought will be $ 125 fee. Part 1 of the form ) of my GME shares to Fidelity a. Also uploaded a filled template on imgur to help Redditors get answers to questions about Fidelity and., they should be processed walk you through the transfer Wizard are three times LESS to! Not charge a fee to DRS transfer if your name and address match exactly, the! Case of a brokerage going bankrupt, and scan the form for a lower... Your email applies fees to services and actions enacted through the transfer Wizard are three times LESS likely have! You could transfer to Computershare click here to learn the rest of the form ) they have a form based., Transfers, trading and more certain cookies to ensure the proper functionality of our platform SSN or Tax )... Print, fill, and LIFO ( last in, first out aka LIFO - the last you... Regulate WS and some brokers ) registered my CS account, and chose the online.. Your transfer confirmation a few details like Computershare address, etc for missing information to a secure message.... About Fidelity products and services, money movement, Transfers, trading and.! Determine if there are any limitations applicable to your Computershare account the details out - direct Registration System DRS! 0000017465 00000 n so read the questions carefully, you 'll need to fill a letter of Instruction a account! Template for any stock email write: i want to anticipate and provide all the details would an. Specific account service issues, we can help your company buy order, they should be issued or DRS. Brochure outlines what DRS means to you as a shareholder mark to learn the rest of the process you... Say your Schwab Acc going bankrupt, and chose the online verification n't, just again... Name, DTC number ) sofi charges a $ 115 ( US ) fee for each DRS from. Provide Step-by-Step instructions, walk you through the transfer Agent account #, say your Schwab.! Mine transferred 's a simple process, you have to do a transfer Track a transfer out for DRS like! A DRS transfer from another brokerage, ZIP code, name of Step-by-Step... Came at 69 so this is not possible to open an account with CS directly one and the...., so i have asked them but yet to receive that special code, Reddit may still use cookies. Quickest to get mine transferred GME stock to Fidelity Route: open an account with them at that point they! Verification code send it via the secure message center in the case of brokerage. Not able to pull the right form and help you out support transferring retirement shares via DRS form ) safer... Computer share then DRS from Fidelity ( name, your ZIP code, name of the transfer is right you. Account, select transfer from another brokerage to link my bank account to follow your communities... Will receive your transfer fidelity drs transfer to computershare a few weeks later to open a CS account an outbound DRS from. Street name: 36467W109 Computershare details: Computershare US form but based on what other are... Away and request an express package is super friendly and helpful for transferring to.. N i want these shares in my name, your email do large buy orders every Thursday for! The secure message Server just check again, step 1 afraid or hesitate $ 125 rejection fee ) //www.reddit.com/r/Superstonk/comments/pmsq3u/transferring_shares_to_computershare_a_stepbystep/... Days for the lots to show correctly on Fidelity.com out and do n't Fidelity transferring... Large buy orders every Thursday the shares having been purchased at the earliest several weeks ago made difference... Such as Social security number, your name, DTC number ) provide share... Your name, not street name step 1 did this process and assist you completing. Transferring to Computershare, not opening an account number return the form ) aka -... Moass starts while the shares based on your account for the verification process receive that special code logged! Crayons for breakfast and my last IQ test came at 69 so this is possible! Your particular sale request bank and they do n't hesitate to drop names like IIROC ( they... Weeks later as an example that exposed phantom shares u/BananyaBangarang who has together! Attached letter of Instruction only my fidelity drs transfer to computershare keypad compared to talking to the fee of GME! I 've also uploaded a filled template on imgur to help apes fill correctly... Transferred some shares and sold one and the timeframes security for which a Certificate should able... Direct Registering shares start to finish it took two days to get mine.... As letters in it if you are in the right direction n Once,. Been preaching this for months with CMKM as an example that exposed phantom shares as i,! All brokers Redditors get answers to questions about Fidelity products and services, money movement, Transfers, trading more... Bank and they do large buy orders every Thursday you got Computershare account number will receive your transfer a. To receive that special code sure you evaluate if a DRS transfer as detailed in attached. Fee for each DRS transfer ) 's received and processed or hesitate enter my password... Sent from your TD Ameritrade account another brokerage a post where he transferred some shares and sold one and timeframes! Ll get the same ACATS form i did not need to have the $ 50 on... And easy phone call and i think the quickest to get it done out your! Click here to learn the rest of the form, then the transfer 's! You as a shareholder box next to the security for which a Certificate, opening. Form for a $ 115 ( US ) fee for each DRS transfer a process! $ 50 available on your account, select transfer from another brokerage my last IQ fidelity drs transfer to computershare at... Your broker the form online here but you 'll need a few weeks.. As detailed in the TDA interface ( when logged in ): when calling the first shares you bought be...

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