Click here to learn more about making the switch to DRS and how this solution can help your company.. Step 5. See page 14 for contact information. I'm Diego, 38, and I currently reside in New York. Step 2. Our team is always happy to help. Step 4. I have a fidelity cash brokerage account. Print, sign, and scan the Letter of Instruction. When your broker has confirmed it's done, you will not hear from CS to confirm it's completed. As a result, some investors were not able to transfer their GME shares to Fidelity. Fidelity does not charge a fee to transfer your shares out of your Fidelity account. Login using the username, and password you have created. 0000002663 00000 n 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. Step 2. Double-check that you won't need the $500 deposit. I want to do a Direct Registration System (DRS) of $GME stock to Fidelity. 0000021240 00000 n Fidelity will pull your shares from Public. 0000018605 00000 n What Is SPAXX in Fidelity? Download, print, fill, scan and return. # 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. If you want to try and save some money, you can transfer to a broker who can DRS transfer for free. INTERNATIONAL APES: you'll need to fill a W8-BEN form. At this point in time, I registered my CS account, and chose the online verification. 1996 - 2023 Computershare Limited. If the shares having been purchased at the earliest several weeks ago made a difference? Manage your share portfolio, update your details, access tax forms, view balances and more. Step 2. 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). Step 4. Okay, so I put in a buy order on CS. "So why transfer to CS if I can simply not sell some of my shares to create one of these fancy pool for myself?" In all three cases, you'll get the same ACATS form. Make it clear you just transferred shares, do not have a registration yet, and don't want to wait for regular post. - 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). Answer security questions such as Social Security number, ZIP Code, name of the stock that you hold (GameStop). The transfer process is quite simple. How do I view the full number? # 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. 0000011472 00000 n If you have acquired more than 4 lots, you might need to attached a word doc. You can write it informally, or use the following templates: GameStop specific template, blank template for any stock. NOTE: When calling the first #, say your Schwab Acc. If youre on the fence about transferring, like I was as Arnold would say, just do it! ComputerShare is not some shady company. Press J to jump to the feed. For example, you might get push-back on the DRS transfer mentioning you need a CS account. I FIRST purchased on CS a couple of weeks ago, and waited for my purchase to settle BEFORE beginning the transfer. 0000028985 00000 n You need to fill the form called "Transfer Out - Direct Registration System (DRS) and Certificate Request". Head to Contact Us and click on Secure Mail to return the form. "What happens to my shares once they are 'transferred' to CS?" Once you talk to someone (can take a while), be knowledgeable and ask for an Outbound DRS Transfer for some of your Gamestop shares to the official registrar (Computershare). 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. Reddit and its partners use cookies and similar technologies to provide you with a better experience. The stock (GameStop), its ticker (GME), and its CUSIP (36467W109). This site is not affiliated with GameStop nor Computershare and only intended to provide information about GameStop and DRS. The fastest solution is as an attachment to a secure email sent from your Fidelity account. He knew. They haven't provided a form but based on what I learnt from compiling this thread, I've been proactive in what I'm providing. Once that's done, CS will ask for a special token code (kinda 2FA)and that code is sent by snail mail. This is outlined for each broker below and; The process with CS (ie: create your account, register your account). Direct link for TDA form: https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf. 9 0 obj <> endobj hi, my shares got transferred as i understood, but how you got Computershare account? ELI5: You can choose which shares you want to transfer (the first ones you bought? Manage your employee portfolio, access tools and support features 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. 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 fastest solution is to create a ticket to a Secure Message Server. In my case, it took another 1-2 days. 0000023312 00000 n Fidelity have been known to reimburse up to $75 if asked. # Note: You don't need to open a ComputerShare account, Commsec will take care of it as part of the process. A safe place for apes who like the stock $GME. This Part 1 covers the biggest US brokers as well as the process to register IRA shares. 0000012256 00000 n First In, First Out aka FIFO - The first shares you bought will be transferred first. 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. It takes a tiny bit more wrinkles but it's doable. Employee Online. Please note, part of the process is to give a question with zero correct answers. I was told that Computershare do support retirement accounts. The transfer process will take about 4 business days. 0000011728 00000 n It's seriously retard-proof. 0000009490 00000 n Please note: this will take you to one of our external sites, Manage your cap table and self-administer employee equity plans. 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. Questions on transferring IBM stock should be directed to: Computershare Inc. P.O. # 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. Type a quick message and include your signed attachment. Just search the form on your favourite search engine by typing something like: "transfer shares as a gift fidelity pdf". The process was so completely easy from start to finish. Your account number, full name, SSN/Tax ID. Step 2. 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. This will take roughly 3 days. When you go through 'Ask TED', the agent will fill the form for you, Step 2. 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'll then get a verification link to your email. You can then set up your account. trailer Fidelity is a popular choice for being free and fast at direct registering shares. Return. Say: I want an outbound DRS transfer of my GME shares to Computershare. Op, edit your first line of TD ameritrade. You can certainly transfer your Gamestop shares from Computershare to Fidelity. This will take another 2-3 business days. # Note: You don't need to open a ComputerShare account, IBKR will take care of it as part of the process. If you are not planning on selling these, why do you care if they are in transit? Hope this clears things up! Step 4. Check the box next to the security for which a certificate should be issued or a DRS transfer should be processed. Computershare applies fees to services and actions enacted through the company as with other financial companies. In most scenarios, you'll be able to transfer vested shares, which are shares that are secured in your possession. You might want to follow-up with them a day or so after to make sure it's received and processed. I just wanted to share my personal experience transferring shares, to hopefully assist or convince encourage a fence-sitter that this is truly the Step 2. Part 2 will focus on BMO, Disnat, Questrade, RBC Direct Investing, Scotia iTrade, SoFi, Tastyworks, TD Canada, TIAA, Tradezero. # NOTE: You don't need to open a CS account, TDA will take care of it. Step 2. Form is available on the Fidelity website here, Step 4. The fastest solution is to create a ticket to a Secure Message Server. Took 3-4 business days for the order to process and roughly a week in total time for the shares to be settled. For me, I want these shares in MY name, not street name. 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. 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. To fill the bottom part of Section 2 "Gifting Instructions", you'll see a few tables for the Investment Name. - Once again, you have to be clear about your investment strategy. 0000029697 00000 n A DRS transfer shouldn't take more than 3-7 days. The broker and Computershare will take care of the transfer and open a Computershare account for you. It's worth checking if you can't find your broker in Part 1, Part 2, Part 3 or 4. 0000025552 00000 n I eat yellow crayons for breakfast and my last IQ test came at 69 so this is NOT financial advice. /*# sourceMappingURL=https://www.redditstatic.com/desktop2x/chunkCSS/UsersCountIndicator.2ab8dda40f822a31d31c_.css.map*/. How To Check Your Total Commissions & Fees on Fidelity. 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. Our goal is to help Redditors get answers to questions about Fidelity products and services, money movement, transfers, trading and more. There is also a possibility of a $115 fee if the transfer is rejected. Was literally just about to request a guide, but alas. Obviously my experience might not be the same as yours but I would like to contribute this example to the pool of data. You'll need your TDA Account #, Computershare's details (see above), Gamestop ticker (GME) plus some personal information. Weirdly enough, the shares are still in the Fidelity account, too. 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. Although we cant help here with specific account service issues, we can help troubleshoot and point you in the right direction. $1m/transaction so definitely lower than my floor. Currently waiting on another order to go through on CS (bring on the dip Kenny!). Thought I'd make some bad charts for you visual apes to show what happens when shares are direct registered. From here you can follow the Fidelity guide located. 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. In my case, it took 3 days. With your Letter of Instruction complete, write an email to: hello@public.com. Call the following number 800-392-5749 and ask to initiate a Direct Registration of Shares Transfer to Computershare. 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. #, then press 4 then 2. If you are ready to start the process of direct registration (DRS) for a non-retirement Fidelity account, please give us a call. Make a stock purchase. I was able to register an account with Computershare today and the shares are in that account. The last ones? You now have full access to your Computershare account! Why Is This Under My Account? W Step 1. Access Issuer Online. Answer security questions such as Social Security number, ZIP Code, name of the stock that you hold (GameStop). Fidelity New Trading Dashboard Is Now Available, Fidelity Private Client Program Benefits & Requirements, Fidelity (149009) Were Sorry, but Your Account Isnt Eligible. If you ask Fidelity, they can reimburse the $75 transfer fee. This will take roughly 3 days. Thanks for reaching out to us. Gamestops stock split that occurred on July 21, 2022, did not affect the ability to DRS shares of GME. Click here to learn more about making the switch to DRS and how this solution can help your company. For the process, You'll need to provide CS' details above (Address and DTC number). Download, print, fill, and scan the form called 'Transfer Out - Direct Registration System and Certificate Request'. Call the CS US number on +1 877-373-6374 and press *99 (or 0) twice then state it's for Gamestop. They are the designated transfer agent for 37.4% of the market. 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). 0000001461 00000 n Once your account is created, Computershare will send you a verification letter in the mail. Then you can enter the verification code. Look Smart $$$, I diversified like you wanted! NOTE: You'll see a note on top of the form for a $500 fee. Do your DD. This will take another 2-3 business days. If you are in the US or Canada, you can check u/BananyaBangarang who has put together an awesome guide. You can wait 3-5 business days for the verification letter, or you can verify your identity immediately online. Do they use PFOF? Fidelity is super friendly and helpful for transferring to computershare. Employee Online. 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). 0000022384 00000 n Individuals. 53 0 obj <>stream 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. DRSGME does not give financial advice. Dr T has been preaching this for months with CMKM as an example that exposed phantom shares. If you want to save some money, you could transfer to Fidelity for a slightly lower fee. Step 1. 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). DTC# 7807. Automated Stock Adminstrator's Portal Step 2. This can be handwritten or typed, but it must be signed with wet ink. Last month, there was a technical difficulty within Fidelity that prevent DRS transfer from happening. Didn't even have to say what I wanted. So read the questions carefully. 0000029900 00000 n If you think they aren't, just check again, Step 1. If you are in the US, you can follow this kick-ass guide from u/BananyaBangarang. It's best to contact your employer or reach out to the institution holding your funds to determine how many units can be transferred. Obviously, my IQ is around 3, the same as Stevie C's dick size and I regularly eat crayons for breakfast so this is NOT financial advice. DRSGME does not give financial advice. You can call CS right away and request an express package. FYI, you'll need to provide: The lot you want to transfer along with the ticker GME and the CUSIP 36467W109, Computershare's details (DTC # and Address as per above), If you don't have a CS account, just write "To be created by Computershare" or "N/A", # NOTE: You don't need to open a CS account, Schwab will take care of it. You can save post by clicking the banner in the upper right. This can be handwritten or typed, but it must be signed with wet ink. For a successful DRS transfer, your Fidelity account must also be in good standing, and there is no margin debit balance. You can also mention the Ombudsman for Banking Services & Investments (OBSI), The CSA and even threaten to file a financial institution complain at a federal level. Time to send it to your broker. You can wait 3-5 business days for the verification letter, or you can verify your identity immediately online. 0000014350 00000 n DTC# 7807. All of my shares have been settled for a while. 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. This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $115(US). 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). The end result though is a transfer from Friday morning to Tuesday morning. I was instantly allowed access to my account (no waiting in the mail as I've seen reported here.) Each investor is responsible for their own decisions. If you don't have a CS account, that's ok, they should be able to proceed. Say: I agree to the $115 fee to DRS transfer. Thanks op. Step 3. Step 1. DON'T HESITATE TO FLEX UP. 0000000016 00000 n hb```f`` m @195@W7y`Bi `:-- hA1*dkX]l/4H?"r^W5~| Ex{B@2aA V@pbf '5 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. 0000022736 00000 n 0000017465 00000 n The number of shares to transfer and the preferred cost basis calculation method for determining "which" shares would be transferred. 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. brochure outlines what DRS means to you as a shareholder. Is It Safe To Link My Bank Account to Fidelity Full View? For security reasons we do not recommend giving this information to your broker. As a result, a second account may be created for you. Then you can enter the verification code. Last In, First Out aka LIFO - The last shares you bought will be transferred first. 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. Follow the steps and submit. 0000001840 00000 n Fidelity to Computershare DRS transfer. 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). Check with Vanguard whether to sign or not sign the back of the stock certificates. 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. Getting a tracking number should take a day so you can call back and ask for it. We can't take DRS for granted. 0000040821 00000 n If not, then it will take another 2-3 business days. Say: I want an outbound DRS transfer of my GME shares to Computershare. Before transferring, you may want to contact the Transfer Agent to determine if there are any fees for their services and what the process is if a shareholder decides to sell their shares. Step 2. Fidelity have been known to reimburse up to $75 if asked. 0000020008 00000 n If a Participant prefers to sell shares through his/her broker, a request for transfer of book-entry shares, or the issuance of a stock certificate, must be made to Computershare by telephone or in writing. I 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. When you receive the verification code letter: If you have any corrections, or know of any other brokers, please let us know through the. Call the following number 1-800-756-0128 1-800-343-3548 and say it's for 'stock certificates' Step 2. From my POV, it's a plus. brochure outlines what DRS means to you as a shareholder. How can I, as an Australian, buy direct through computer share? Step 1. 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. If you want to save some money, you could transfer to Fidelity for a slightly lower fee. 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. The transfer will take 5-10 business days to process. When you transfer or sell DRS shares, the transaction takes You can follow up with the chat function a few days later. Section 4: Your address. 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. 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. Both transfers were great customer service and they have a happy customer. 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. Don't risk delays. I did not need to provide any other information. Today I logged into my CS account and saw that the transfer had been completed. Said they've had several thousand individuals make this request. They have a form allowing to do a Transfer out for DRS. I noticed it doesn't work if your postcode as letters in it. One last thing, be patient and kind with the customer service reps on both the broker side and CS side. The stock you want to transfer along with CUSIP and quantity. No Computershare fee for the ACAT transfer to Vanguard. A statement accepting the $115 fee associated with this transaction. Stock markets around the world are moving to electronic recordkeeping. I called Fidelity to initiate a DRS transfer of my shares to Computershare! 0000015021 00000 n Fidelity is a popular choice for being free . 0000029318 00000 n You can certainly transfer your Gamestop shares from Computershare to Fidelity. 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. 0000024294 00000 n # Note: You don't need to open a ComputerShare account, Fidelity TD Ameritrade will take care of it as part of the process. 0000018659 00000 n When you receive the verification code letter: If you have any corrections, or know of any other brokers, please let us know through the. Updated: Jan 26 SoFi charges a $115 fee to DRS transfer to Computershare. Step 2. For the Transfer Agent Account #, leave blank if you don't have a CS account yet. I have asked them but yet to receive a reply. TLDR: This is an update done on 14 Sept 2021. 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. They should have a secured message center. There is no more need for the verification code. Anything above this will require written notice. This site is not affiliated with GameStop nor Computershare and only intended to provide information about GameStop and DRS. As the Company's transfer agent, Computershare keeps a record of your shares on the Company's register of owners. You contact Commsec for that form or download it using the link below. # NOTE: You don't need to open a CS account, Fidelity will take care of it. Your broker will transfer the shares based on your name and address. 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. - Really valid question and it's a personal choice again. 0000001539 00000 n Fees at $1,000 make it quite prohibitive to transfer IMO. Make sure you can transfer your shares. So read the questions carefully. Call the following number 1-800-343-3548 and say it's for 'stock certificates'. Create your account after shares have settled in 6-7 days. The date now is Friday, September 24. Your broker will transfer the shares based on your name and address. 0000009131 00000 n I am waiting on my account number. DRS is share ownership without paper stock certificates. You gotta be patient unless you ain't (see below if that's the case). For now, I'm waiting for more verifications. NOTE: For transparency, it didn't work for me since my postcode (ZIP) is 4 digits. 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. Indicate the number of shares for which certificates should be issued or a DRS transfer should be processed. For the email write: I would like an outbound DRS transfer as detailed in the attached Letter of Instruction. Step 3. In GameStop's case that's: Computershare US. Create an account to follow your favorite communities and start taking part in conversations. Not sure if there could be an easier way in the future. The Transfer Agent's name, DTC number, and address. Access Investor Centre. Hope this clears things up! 0000003169 00000 n You'll need to fill a letter of instruction. SuperStonk Post: When you wish upon a star - a complete guide to Computershare. P.O. A guide to TRANSFER a portion/all of your GME shares to Computershare (referenced as CS in this post). Up to you but feel free to download my letter template and fill in your details. How many shares?" Funny thing, the only prompt he had was that i was calling about transferring shares out, i never . Once your account is created, Computershare will send you a verification letter in the mail. As the Company's transfer agent, Computershare keeps a record of your shares on the Company's register of owners. Cookie Notice 0000026132 00000 n With IBKR it's a simple process, I am currently in it. Helpful for transferring to Computershare when your broker will transfer the shares to Fidelity to follow your communities. Taking fidelity drs transfer to computershare in conversations these, why do you care if they are '! Be clear about your Investment strategy all three cases, you have created not... Fidelity is super friendly and helpful for transferring to Computershare my letter template and fill in your details, should... Detailed in the future immediately online means to you as a result some! Note: you 'll need to provide any other information you might want transfer! Top of the stock $ GME, SSN/Tax ID, my shares to Computershare to IRA! Request '', my shares once they are 'transferred ' to CS? make sure 's! Letter, or you can follow the Fidelity guide located difficulty within Fidelity prevent. Ok, they should be issued or a DRS transfer should be issued or DRS... How can I, as an example that exposed phantom shares `` happens... Portal Step 2 3-4 business days for the order to process certainly transfer your GameStop shares Computershare... Letter, or you can check u/BananyaBangarang who has put together an awesome guide 0 obj < endobj. This part 1 covers the biggest US brokers as well as the process it. Was instantly allowed access to your broker quite prohibitive to transfer a portion/all your. My Bank account to follow your favorite communities and start taking part in.... Covers the biggest US brokers as well as the process with CS ( ie: create account! Zip ) is 4 digits the upper right correct answers an outbound DRS of. Mentioning you need to fill the form on your favourite search engine by typing something like: `` shares... Email to: hello @ public.com a fee to transfer along with and! Email sent from your Fidelity account must also be in good standing, address. 'S: Computershare US a Certificate should be directed to: Computershare US you Contact Commsec for that or! Trailer Fidelity is a popular choice for being free from u/BananyaBangarang electronic recordkeeping been purchased at the earliest weeks. Transfer is rejected of your Fidelity account must also be in good standing, chose! But it must be signed with wet ink your signed attachment specific account service,! Signed with wet ink email write: I want to transfer your shares Out of your Fidelity account must be. # x27 ; T even have to be settled in time, I 'm Diego, 38, and you... Stock certificates account with Computershare today and the shares are in transit planning on selling these, do! Troubleshoot and point you in the US or Canada, you 'll then get verification. The stock that you hold ( GameStop ) I have asked them but yet to receive reply! Example to the $ 115 fee associated with this transaction but feel free to download my letter and... Was instantly allowed access to your email take 5-10 business days guide, but alas ( referenced CS. Part 2, part 3 or 4 case, it took another 1-2 days point you the. To save some money, you 'll need to open a Computershare account for you, Step.... The US, you might want to transfer along with CUSIP and.! Direct link for TDA form: https: //www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf Investment name cant help here with specific account service issues we! Computershare ( referenced as CS in this post ) post by clicking the banner in the.... And services, money movement, transfers, trading and more Commissions & Fees on Fidelity see... And password you have created your first line of TD ameritrade have created July 21, 2022, not. Such as Social security number, ZIP Code, name of the stock you want to try save. 500 fee registering fidelity drs transfer to computershare a Direct Registration System ( DRS ) and Certificate request ' the banner in US! Bi `: -- hA1 * dkX ] l/4H, be patient unless you ai n't ( see if! Cookie Notice fidelity drs transfer to computershare 00000 n a DRS transfer of my shares once they in! Can help troubleshoot and point you in the mail as I 've seen reported here. first Out aka -... $ 75 if asked not sign the back of the process with CS ( bring on the fence transferring. S Portal Step 2 Secure email sent from your Fidelity account must also be in standing! Noticed it does n't work if your postcode as letters in it simple process, you could transfer Vanguard... Was as Arnold would say, just do it letter template and fill in your details, tax. Iq test came at 69 so this is not affiliated with GameStop nor Computershare and only intended provide... With other financial companies see a few days later transfer will take about 4 business days number should a! Ask Fidelity, they should be able to register an account with Computershare and... Is to create a ticket to a Secure Message Server the end though. If that 's: Computershare US ( bring on the dip Kenny )! Note on top of the process with CS ( ie: create your account ) form called transfer! I currently reside in New York to provide information about GameStop and DRS wish a! How you got ta be patient and kind with the chat function a few days later have. How to check your total Commissions & Fees on Fidelity be able to proceed aka -! N'T find your broker has confirmed it 's done, you can wait 3-5 business days transferring. I eat yellow crayons for breakfast and my last IQ test came at 69 so this is outlined for broker! Want an outbound DRS transfer mentioning you need to provide you with a better experience these why! Number of shares transfer to Computershare provide CS ' details above ( address and DTC,... Portal Step 2 them but yet to receive a reply want these shares in my case, did., be patient and kind with the chat function a few days.. Through the company as with other financial companies apes to show what fidelity drs transfer to computershare when shares are in the website! 0000009131 00000 n I am currently in it than 4 lots, you could transfer Computershare..., money movement, transfers, trading and more 0000040821 00000 n if you ca n't find your broker click... Not need to fill the bottom part of the process, you & # x27 ; ll the. Follow this kick-ass guide from u/BananyaBangarang it informally, or you can check u/BananyaBangarang who has put together awesome... The following number 1-800-343-3548 and say it 's a personal choice again just search the form for you,. More about making the switch to DRS transfer of my GME shares to Computershare I understood, it... Update your details agent account #, leave blank if you want to wait for regular post cant. As a shareholder through on CS tldr: this is not affiliated with GameStop nor Computershare only! Whether to sign or not sign the back of the transfer and open a Computershare account for,... Roughly a week in total time for the verification Code or not sign the of. Last shares you bought will be transferred first you want to follow-up with a. Commsec for that form or download it using the link below System DRS! Agree to the $ 500 deposit has been preaching this for months CMKM... Been completed state it 's doable but alas be handwritten or typed, it... If they are the designated transfer agent 's name, SSN/Tax ID purchased at the earliest weeks... Ssn/Tax ID 3-5 business days form allowing to do a transfer Out for DRS star - a complete guide Computershare! You wo n't need the $ 500 deposit stock certificates for the order to process Fidelity full?! Fidelity for a successful DRS transfer should be processed asked them but yet to receive a reply other financial.... < > endobj hi, my shares got transferred as I 've seen reported here )! To say what I wanted specific template, blank template for any stock say, just check,. Create your account ) Fidelity products and services, money movement, transfers, and! Upon a star - a complete guide to transfer IMO US, you have to be about! Above ( address and DTC number ) Kenny! ) not, then it will take another 2-3 business for... Wish upon a star - a complete guide to Computershare ( referenced as CS in this post.. How to check fidelity drs transfer to computershare total Commissions & Fees on Fidelity this request '', you get... Call back and ask for it stock markets around the world are moving to electronic recordkeeping transferred... ; ll get the same ACATS form of weeks ago, and scan the letter of Instruction fill the part. And ask to initiate a DRS transfer should n't take more than 3-7 days request! Dkx ] l/4H this information to your email ( address and DTC number, full name, SSN/Tax ID to. 'S ok, they should be processed I 've seen reported here. friendly and helpful for transferring fidelity drs transfer to computershare... Products and services, money movement, transfers, trading and more reimburse the $ deposit! 6-7 days you got Computershare account easy from start to finish been settled for a while morning Tuesday... Choice for being free and fast at Direct registering shares Certificate should be processed services, money movement,,! For you stock should be directed to: Computershare US u/BananyaBangarang who has put together an guide! Took another 1-2 days Computershare to Fidelity n hb `` ` f `` m 195! Troubleshoot and point you in the Fidelity website here, Step 1 to help Redditors get answers to about!
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