Investor Center. So read the questions carefully. This will take roughly 3 days. You'll need a few details ready: Your Fidelity Account #, phone number, the security name (ticker), CUSIP, lot acquisition date and cost. Privacy Policy. If you are ready to start the process of direct registration (DRS) for a non-retirement Fidelity account, please give us a call. Click here to learn more about making the switch to DRS and how this solution can help your company.. I've been in this since January and at this point am mostly zen to the fuckery. Step 1. You can wait 3-5 business days for the verification letter, or you can verify your identity immediately online. For the email write: I would like an outbound DRS transfer as detailed in the attached Letter of Instruction. ComputerShare is not some shady company. I've made a blank template you can use here you can use as an attachment. Step 2. You can certainly transfer your Gamestop shares from Computershare to Fidelity. Box 505005, Louisville, KY 40233-5005. Your broker will transfer the shares based on your name and address. Select an account from the drop-down menu. Fees at $1,000 make it quite prohibitive to transfer IMO. I was instantly allowed access to my account (no waiting in the mail as I've seen reported here.) If you ask Fidelity, they can reimburse the $75 transfer fee. Hours: 7am-10pm ET M-F, 11:30am-10pm ET Sat/Sun, Press J to jump to the feed. At that point, they should be able to pull the right form and help you out. "What happens to my shares once they are 'transferred' to 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?" 0000014350 00000 n Just click on 'Compose' > 'New Ticket' > 'Funds & Banking' > 'Position Transfers' and type a fancy subject line like "Outbound DRS Transfer - Computershare" or something easy for them to identify. The stock (GameStop), its ticker (GME) , and its CUSIP (36467W109). 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. Access the online request form by going to etrade.com >> Accounts >> Documents >> Forms & Applications >> Deposits & Withdrawals section >> Request a Stock Certificate. 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. 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. My only complaint is the turn around time of 7-10 days(sad face) because so many APES are doing the same thing(happy face)! Buckle up. Access Issuer Online. 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. 0000009490 00000 n 1996 - 2023 Computershare Limited. I was told that Computershare do support retirement accounts. Follow the steps and submit. Step 2. In my case, it took another 1-2 days. They are the designated transfer agent for 37.4% of the market. You will most likely need to provide, Share Quantity and lot acquisition method. ComputerShare is not some shady company. Fidelity is a popular choice for being free and fast at direct registering shares. Return. Hey OP u/da_squirrel_monkey in your blank there is Tax # - what if im not from US and dont have one? See bottom of this post for more on this. 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. 0000014651 00000 n More than that, your broker is probably dodgy in one way or another. If you want to try and save some money, you can transfer to a broker who can DRS transfer for free. 1996 - 2023 Computershare Limited. From here you can follow the Fidelity guide located here. Saxo trader (AUS, could be international). Your CS account #. M1 Finance charges a $115(US) fee for each DRS transfer. This will take roughly 3 days. 0000009131 00000 n Step 1. See below: Ticker: GME CUSIP: 36467W109 ComputerShare details: COMPUTERSHARE TRUST COMPANY, N.A. Your broker will transfer the shares based on your name and address. 0000011472 00000 n Fidelity is super friendly and helpful for transferring to computershare. I won't be tempted to touch them. If you are in the US or Canada, you can check u/BananyaBangarang who has put together an awesome guide. Please note, part of the process is to give a question with zero correct answers. The transfer process is quite simple. Access Issuer Online. Step 3. # Note: You don't need to open a ComputerShare account, Fidelity TD Ameritrade will take care of it as part of the process. I just wanted to share my personal experience transferring shares, to hopefully assist or convince encourage a fence-sitter that this is truly the From u/Criand / SuperStonk Post: Direct Registering Shares (DRS) is the MOASS key handed on a golden platter. They don't have a form but based on what other brokers are asking, you want to anticipate and provide all the details. 0000023128 00000 n You can write it informally, or use the following templates: GameStop specific template, blank template for any stock. Step 2. Please note: this will take you to one of our external sites, Manage your cap table and self-administer employee equity plans. Computershare Trust Company, N.A., P.O. The last ones? 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. Your account number, full name, SSN/Tax ID. You can also use the Chat function. NOTE: You'll see a note on top of the form for a $500 fee. Say: I want an outbound DRS transfer of my GME shares to Computershare. Section 4: Your address. At that point, they should be able to pull the right form and help you out. 2. ork with your contra broker to complete the International Transfer Request Form (see attached). I have a fidelity cash brokerage account. 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. We can't take DRS for granted. Print, fill and scan. DRS is share ownership without paper stock certificates. Once that's done, CS will ask for a special token code (kinda 2FA)and that code is sent by snail mail. Direct Registration is the way. Hi u/ksknksk, and welcome to r/fidelityinvestments. With IBKR it's a simple process, I am currently in it. Thanks for sharing your experience with us, u/dft-salt-pasta! Make a stock purchase. Your broker may ask you for a Computershare account number. 0000001196 00000 n Transferring an IRA to CS is possible. - See bottom of this post for more on this. Employee Online. The fastest solution is to create a ticket to a Secure Message Server. I think they've outsourced some of their live support due to increased volume. Step 4. Login using the username, and password you have created. 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. 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. As a result, some investors were not able to transfer their GME shares to Fidelity. Automated Stock Adminstrator's Portal This guide is aimed at providing information on transferring shares to ComputerShare, not opening an account with them. (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. 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). A DRS transfer shouldn't take more than 3-7 days. 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. This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $100. You've got this! Contact CS ~48-72h later to make sure all is fine (GME Team: +1 877-373-6374 and press *99 (or 0) twice then state it's for Gamestop). - Well, it's a bit weird. Send an email with the following details asking for an outbound - DRS Transfer. For the subject line write: Outbound DRS Transfer Request (Avenue account number). 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! This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $115(US). They have a form allowing to do a Transfer out for DRS. In most scenarios, you'll be able to transfer vested shares, which are shares that are secured in your possession. If so - c'est manifique! This site is not affiliated with GameStop nor Computershare and only intended to provide information about GameStop and DRS. NOTE: For transparency, it didn't work for me since my postcode (ZIP) is 4 digits. You can call CS right away and request an express package. This can be done online when you are logged into your CS account. It was stress free and painless! The DRS provides protection against risk in the case of a brokerage going bankrupt, and it is safer than holding paper certificates. Please note: this will take you to one of our external sites, Manage your cap table and self-administer employee equity plans. Your account number, your name, your phone number, your email. 0000003901 00000 n When your broker has confirmed it's done, you will not hear from CS to confirm it's completed. I did this process and was told by fidelity they require an account number so I have to do it all over again. Box 505005 Louisville, KY 40233-5005 (888) IBM-6700 (United States, Canada and Puerto Rico) (781) 575-2727 (all other areas) ibm@computershare.com Computershare, along with Wells Fargo Shareowner Services, Broadridge Financial, and Amstock are all popular stock transfer agents. Access Investor Centre. Hope this clears things up! Section 2: This is basically YOU and YOUR details. Fidelity Total Price Improvement: What Is It? # 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. This time it will be 98% of my shares instead of 30%. Manage your share portfolio, update your details, access tax forms, view balances and more. 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The mail as i 've made a blank template for any stock, could be international ) more... Request an express package forms, view balances and more on top of the process is create... Out for DRS DRS and how this solution can help your company for DRS say: i like! Only intended to provide information about GameStop fidelity drs transfer to computershare DRS fastest solution is to create ticket! Reimburse the $ 75 transfer fee send an email with the following details asking for an DRS. This post for more on this question with zero correct answers your cap and! The attached letter of Instruction shares would be transferred Computershare to Fidelity to learn more about making switch...
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