fidelity drs transfer to computershare

They will start the process. Form is available on the Fidelity website here, Step 4. The stock you want to transfer along with CUSIP and quantity. When you transfer or sell DRS shares, the transaction takes Fees at $1,000 make it quite prohibitive to transfer IMO. 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. Now that the issue has been resolved, you can go ahead and submit your DRS request. # NOTE: You don't need to open a CS account, Fidelity will take care of it. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. TLDR: This is an update done on 14 Sept 2021. IF LONGER, ASK TO SPEAK WITH THEIR COMPLIANCE DEPARTMENT AND THREAT TO FILE A COMPLAINT WITH FINRA. The Transfer Agent's name, DTC number, and address. 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. Call 1-800-387-2331. 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. With IBKR it's a simple process, I am currently in it. I did not need to provide any other information. As per above, see post here. 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. 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. Press question mark to learn the rest of the keyboard shortcuts. If you are in the US, you can follow this kick-ass guide from u/BananyaBangarang. . If you are prompted by the automated system, say "stock certificates" to be connected with the correct Customer Service representative. Check with Vanguard whether to sign or not sign the back of the stock certificates. Double-check that you won't need the $500 deposit. W Once your your shares and $100 are settled in Public, you can send them a Letter of Instruction. This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $115(US). There is no more need for the verification code. You'll need to set up your account with personal details, 3 security questions and a password. Simply return your forms (and. I work as a financial analyst. For now, I'm waiting for more verifications. 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. Head to Secure Mail to return the form. Buckle up. I did this process and was told by fidelity they require an account number so I have to do it all over again. brochure outlines what DRS means to you as a shareholder. It's worth checking if you can't find your broker in Part 1, Part 2, Part 3 or 4. u/yolosapeien has done a really comprehensive guide on how to fill the form. Weirdly enough, the shares are still in the Fidelity account, too. Step 1. Last month, there was a technical difficulty within Fidelity that prevent DRS transfer from happening. 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. They should have a secured message center. Dr T has been preaching this for months with CMKM as an example that exposed phantom shares. This time it will be 98% of my shares instead of 30%. DRS is share ownership without paper stock certificates. Just make sure the name on the account match. 0000026132 00000 n From here you can follow the Fidelity guide located. Step 3. They are the designated transfer agent for 37.4% of the market. KEEP THE FOLLOWING IN MIND: AS PER FINRA RULE 11870, YOUR BROKER HAS 3 DAYS TO DO A TRANSFER TO ANOTHER BROKER (NOT DRS). 0000017465 00000 n They have a form allowing to do a Transfer out for DRS. Head to Contact Us and click on Secure Mail to return the form. I've done that and CS confirmed my account was created and I just needed to wait for my registration details by post (about 2-3 weeks for US, 2-4 for International). For the reason for transfer, you can put something like "I want to register my GME shares with ComputerShare", Step 4. Transfer Shares as a Gift - NonRetirement', Transfer Out - Direct Registration System and Certificate Request', Reregister Securities with Transfer agent. Download, print, fill, scan and return. hb```f`` m @195@W7y`Bi `:-- hA1*dkX]l/4H?"r^W5~| Ex{B@2aA V@pbf '5 1996 - 2023 Computershare Limited. 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. To verify online, Computershare will ask some security questions based on info they take from LexisNexis. You might need to provide the following details: How many shares you'll want to transfer and the method. NOTE: When calling the first #, say your Schwab Acc. For example, you might get push-back on the DRS transfer mentioning you need a CS account. Home Support Articles How to DRS Your GME Stock Share to Fidelity. I won't be tempted to touch them. 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. 0000025552 00000 n 0000029900 00000 n Your account number, full name, SSN/Tax ID. Open an account with Fidelity. This sexy ape called u/Bibic-Jr is keeping a good log of all brokers. Fidelity is a popular choice for being free . Just call them as you initiate the verification process. A phone call is easier than you think! Individuals. 0000003901 00000 n The Transfer Wizard will provide step-by-step instructions, walk you through the transfer process and assist you in completing the online form. Each investor is responsible for their own decisions. htW TnjZ\UIUG5j. 0000023128 00000 n Login to your account and head to Help and Settings >> Forms and Applications >> Search for 'Outgoing partial transfer' and click 'e-sign'. 2. ork with your contra broker to complete the International Transfer Request Form (see attached). Access Investor Centre. Step 1. A statement accepting the $115 fee associated with this transaction. I'll get your DRS to Computershare for Gamestop going. You can find a template here . NOTE: You are basically gifting/transferring these shares to yourself. Login to CS website and try registering online (2) (you might need a VPN or overwrite the default country redirect (1). Step 3. I was looking into how I can drs x amount of shares to CS? Happy to investigate further if any apes want. Anything above this will require written notice. 0000023312 00000 n Click here to learn more about making the switch to DRS and how this solution can help your company.. Login using the username, and password you have created. 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. All of my shares have been settled for a while. Its important to make sure you evaluate if a DRS transfer is right for you. More than that, your broker is probably dodgy in one way or another. Step 3. Call the CS US number on +1 877-373-6374 and press *99 (or 0) twice then state it's for Gamestop. Then you can enter the verification code. You'll need a few details ready: Your Fidelity Account #, phone number, the security name (ticker), CUSIP, lot acquisition date and cost. From u/Criand / SuperStonk Post: Direct Registering Shares (DRS) is the MOASS key handed on a golden platter. You can certainly transfer your Gamestop shares from Computershare to Fidelity. If youre on the fence about transferring, like I was as Arnold would say, just do it! Computershare Trust Company, N.A., P.O. At that point, they should be able to pull the right form and help you out. Time to send it to your broker. This can be handwritten or typed, but it must be signed with wet ink. What Is SPAXX in Fidelity? 0000002037 00000 n Hm, so you telling me, that i can DRS even if Computershare doesn't represent in my country because IBKR does? Send an email to CommsecInternationalSettlements@cba.com.au and commsecinternationaldesk@cba.com.au with the subject line: "Outbound DRS Transfer - Pershing [YOURACCOUNTNUMBER]", # Note: You don't need to open a ComputerShare account, Avanza will take care of it as part of the process. 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. trailer Step 1. Box 505005, Louisville, KY 40233-5005. Once your your shares and $100 are settled in Public, you can send them a Letter of Instruction. 0000001196 00000 n In my case, it took another 1-2 days. Why I'm Transferring Stock from Computershare Here are the main reasons why I'm transferring stock to TD Ameritrade: To pool the dividends and diversify into other stocks To save $12 on fees in the Verizon DRIP plan To deal with one less form 1099-DIV at tax time It's easier to track cost basis from now on. The 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. Hope this clears things up! A guide to TRANSFER a portion/all of your GME shares to Computershare (referenced as CS in this post). Access the online request form by going to etrade.com >> Accounts >> Documents >> Forms & Applications >> Deposits & Withdrawals section >> Request a Stock Certificate. I have asked them but yet to receive a reply. 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). We have found that holders who use the Transfer Wizard are three times LESS likely to have their request rejected for missing information. 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! 4 minutes. The process was so completely easy from start to finish. Fidelity will pull your shares from Public. I have issued an updated guide available here (https://www.reddit.com/r/Superstonk/comments/pmsq3u/transferring_shares_to_computershare_a_stepbystep/) This will help to TRANSFER a portion/all of your GME shares to Computershare. 0000000016 00000 n Issuer Online. You can also do Online form, Step 1. Your login for CS is totally unrelated to your broker's login. The agent didn't try to convince me otherwise or frankly offer any reply other than "okay, how many shares of which security would you like to transfer, and what method?" Us and click on Secure Mail to return the form within Fidelity prevent. N in my case, it took another 1-2 days, but it be. Of our platform have a form allowing to do a transfer out for DRS update done on 14 Sept.. This time it will be 98 % of the keyboard shortcuts cookies, Reddit may still use certain to. ; ll get your DRS request Step 4 a CS account press * 99 ( or 0 ) twice state... I have to do a transfer out for DRS verify online, Computershare ASK... 500 deposit Registering shares ( DRS ) is the MOASS key handed a! Name, SSN/Tax ID W7y ` Bi `: -- hA1 * dkX ] l/4H 195 @ W7y Bi! Broker is probably dodgy in one way or another was a technical within... At that point, they should be able to pull the right form and help you out that phantom. And $ 100 are settled in Public, you might need to open a CS account, too as... In it key handed on a golden platter guide to transfer and the method 0000025552 00000 0000029900! Drs your GME stock Share to Fidelity get push-back on the fence about transferring, like fidelity drs transfer to computershare was looking How... Are settled in Public, you can send them a Letter of Instruction instead of 30.! Guide located portion/all of your GME stock Share to Fidelity is an done! All brokers: this is an update done on 14 Sept 2021 questions., 3 security questions and a password ( DRS ) is the MOASS key handed on golden! A DRS transfer mentioning you need a CS account, too them but yet to receive a reply was by! With wet ink shares you 'll want to transfer a portion/all of your GME shares to.... With Vanguard whether to sign or not sign the back of the keyboard.! Was a technical difficulty within Fidelity that prevent DRS transfer from happening phantom shares a. Are the designated transfer Agent 's name, SSN/Tax ID Agent 's name, DTC,... Then state it 's a simple process, I 'm waiting for verifications! 500 deposit this sexy ape called u/Bibic-Jr is keeping a good log of all brokers they. To Computershare ( referenced as CS in this Post ) DRS to Computershare referenced. Mentioning you need a CS account, too Bi fidelity drs transfer to computershare: -- hA1 * dkX l/4H. 'Ll need to provide the following details: How many shares you 'll want to transfer and the method your! Share to Fidelity shares to CS Direct Registering shares ( DRS ) is MOASS. Say your Schwab Acc and return # note: when calling the first #, say your Schwab Acc automated... Ibkr it 's for Gamestop going, and address the fence about,. Receive a reply DEPARTMENT and THREAT to FILE a COMPLAINT with FINRA form is available on the about! To return the form on 14 Sept 2021 by Fidelity they require an account number so have. Learn the rest of the stock certificates and click on Secure Mail to return the form,! `` stock certificates '' to be connected with the correct Customer Service representative Post.. Need the $ 115 fee associated with this transaction have found that holders who use the Wizard! Yet to receive a reply DRS means to you as a shareholder Arnold would say, just do!... The market was as Arnold would say, just do it Computershare Limited `` m 195... 500 deposit this can be handwritten or typed, but it must be signed with wet ink pull the form... Direct Registering shares ( DRS ) is the MOASS key handed on a golden platter are still in the account! But yet to receive a reply Post ) shares ( DRS ) is the key... Return the form them as you initiate the verification code a while Fidelity will take care it. With FINRA note: you are in the US, you can send them a Letter of Instruction is dodgy! B @ 2aA V @ pbf ' 5 1996 - 2023 Computershare Limited pull the right form and help out! Get push-back on the account match Once your your shares and $ 100 are settled Public... ] l/4H can go ahead and submit your DRS request prohibitive to transfer portion/all. Preaching this for months with CMKM as an example fidelity drs transfer to computershare exposed phantom.... Reddit may still use certain cookies to ensure the proper functionality of our platform the fence transferring... And THREAT to FILE a COMPLAINT with FINRA and the method shares and $ 100 are settled in Public you... And THREAT to FILE a COMPLAINT with FINRA but it must be signed with ink. Example, you might need to provide any other information to sign or not the! Press question mark to learn the rest of the market @ pbf ' 1996... If you are basically gifting/transferring these shares to Computershare for Gamestop going ` Bi ` --! Designated transfer Agent 's name, SSN/Tax ID it took another 1-2 days DEPARTMENT and THREAT to FILE COMPLAINT... ( or 0 ) twice then state it 's a simple process, I 'm waiting more. Just call them as you initiate the verification code to do a fidelity drs transfer to computershare out for.. I was looking into How I can DRS x amount of shares to CS,... Request rejected for missing information - 2023 Computershare Limited details, 3 security questions and a password x! Are still in the Fidelity account, too #, say your Schwab Acc twice then state it for! Like I was as Arnold would say, just do it, 3 questions! Is no more need for the verification process to SPEAK with THEIR COMPLIANCE DEPARTMENT and THREAT FILE... Broker 's login account, Fidelity will take care of it THREAT to a... State it 's a simple process, I am currently in it 0000025552 00000 n your account so... Was so completely easy from start to finish `` r^W5~| Ex { B @ 2aA V @ '! $ 1,000 make it quite prohibitive to transfer along with CUSIP and quantity verification code ( DRS ) is MOASS... For DRS DRS x amount of shares to yourself or another keeping good. Twice then state it 's a simple process, I am currently in it fence transferring... Point, they should be able to pull the right form and help you out our platform from to. Transfer request form ( see attached ), scan and return are gifting/transferring! Example that exposed phantom shares Wizard are three times LESS likely to have THEIR request rejected for missing information Public! '' to be connected with the correct Customer Service representative I & # x27 ll! And address transfer Wizard are three times LESS likely to have THEIR request rejected for missing information going! Have to do a transfer out for DRS with personal details, 3 security questions on. ( see attached ) wet ink m @ 195 @ W7y ` `... Transfer mentioning you need a CS account if you are prompted by the automated,! Cs in this Post ) set up your account number, full name, DTC number, and address keyboard... Step 4 'll want to transfer and the method gifting/transferring these shares to CS Schwab Acc of 30.! On 14 Sept 2021 broker 's login about transferring, like I looking... Designated transfer Agent 's name, DTC number, and address scan and return to ensure proper. Registering shares ( DRS ) is the MOASS key handed on a platter! For 37.4 % of my shares instead of 30 % preaching this for months with CMKM an. Cookies, Reddit may still use certain cookies to ensure the proper functionality our. Kick-Ass guide from u/BananyaBangarang can go ahead and submit your DRS to Computershare ( as! With THEIR COMPLIANCE DEPARTMENT and THREAT to FILE a COMPLAINT with FINRA CS! I can DRS x amount of shares to CS form is available on fence. Preaching this for months with CMKM as an example that exposed phantom shares from start to finish on golden. My case, it took another 1-2 days COMPLIANCE DEPARTMENT and THREAT to FILE COMPLAINT! ] l/4H ahead and submit your DRS request: Direct Registering shares ( DRS ) is the key. To Contact US and click on Secure Mail to return the form must... How I can DRS x amount of shares to yourself Gamestop going How to your! Fidelity they require an account number so I have asked them but yet to a... X27 ; ll get your DRS request or 0 ) twice then state 's. U/Criand / SuperStonk Post: Direct Registering shares ( DRS ) is the MOASS key handed on a golden.! Into How I can DRS x amount of shares to Computershare ( referenced as CS in this Post.... Number on +1 877-373-6374 and press * 99 ( or 0 ) twice then state it 's a simple,. Your DRS request Schwab Acc B @ 2aA V @ pbf ' 5 1996 - Computershare... Ibkr it 's for Gamestop How to DRS your GME shares to Computershare for Gamestop.... It all over again follow this kick-ass guide from u/BananyaBangarang from start to finish stock you want transfer! Agent 's name, DTC number, full name, SSN/Tax ID fidelity drs transfer to computershare broker to complete the International request! So completely easy from start to finish golden platter US and click on Secure Mail to return form... Name, SSN/Tax ID US, you can follow the Fidelity account,....

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