Your Public account number, full name, phone number, email address, Tax ID/SSN. Computershare will then prompt you to create your username, password and security questions. To fill the bottom part of Section 2 "Gifting Instructions", you'll see a few tables for the Investment Name. Step 2. Anything above this will require written notice. # NOTE: You don't need to open a CS account, Ally Invest will take care of it. 0000012256 00000 n As stated above, they are not a broker yet the shares will show on your CS account, not your existing broker account. Step 5. From here you can follow the Fidelity guide located. hb```f`` m @195@W7y`Bi `:-- hA1*dkX]l/4H?"r^W5~| Ex{B@2aA V@pbf '5 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. For security reasons we do not recommend giving this information to your broker. 0000001196 00000 n None of this is financial advice. Direct Registration System (DRS) Transfers and how we lend shares. Once your account is created, Computershare will send you a verification letter in the mail. Fidelity have been known to reimburse up to $75 if asked. Hope this clears things up! As a result, a second account may be created for you. This is incorrect. DRS is share ownership without paper stock certificates. Step 1. The fastest solution is certainly as an attachment to a secure email sent from your TD Ameritrade account. 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. 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). Double-check that you won't need the $500 deposit. 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. Create an account to follow your favorite communities and start taking part in conversations. They have a form allowing to do a Transfer out for DRS (see step 2). Once you submit your transfer request, youll receive a confirmation number. 0000001461 00000 n We can't take DRS for granted. 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. Press question mark to learn the rest of the keyboard shortcuts. Step 2. Fidelity to Computershare DRS transfer. See bottom of this post for more on this. Select an account from the drop-down menu. %%EOF They should have a secured message center. Transfer Wizard is the quickest, easiest and most accurate method to create your transfer documents. NOTE: For transparency, it didn't work for me since my postcode (ZIP) is 4 digits. - That question has been floating around lately. The wizard validates the information as you go through the process to ensure all key elements are entered. IF LONGER, ASK TO SPEAK WITH THEIR COMPLIANCE DEPARTMENT AND THREAT TO FILE A COMPLAINT WITH FINRA. How To Check Your Total Commissions & Fees on Fidelity. Say or write: "I want to DRS transfer my GME shares to Computershare". The date now is Friday, September 24. P.O. Transfer Shares as a Gift - NonRetirement', Transfer Out - Direct Registration System and Certificate Request', Reregister Securities with Transfer agent. htW TnjZ\UIUG5j. endstream endobj 10 0 obj <> endobj 11 0 obj <> endobj 12 0 obj <>/ExtGState<>/Font<>/ProcSet[/PDF/Text]/Properties<>>> endobj 13 0 obj <> endobj 14 0 obj <> endobj 15 0 obj <> endobj 16 0 obj <> endobj 17 0 obj <> endobj 18 0 obj <> endobj 19 0 obj <>stream With your Letter of Instruction complete, write an email to: hello@public.com. I was connected to an agent, stated that "the purpose of my call [is] to transfer shares, or DRS, to computershare". You contact TDA and ask for a form TDA371 or just use your favourite search engine and type something like "TDA 371 Ameritrade". Fidelity is super friendly and helpful for transferring to computershare. You need to fill the form called "Non-ACAT Transfer Out of Commsec". If not, there should be an option in the account management or you could check your statements and list to your brokers the shares you want to transfer. Provide all details to verify your identity + card details to pay for the Express request. Fidelity have been known to reimburse up to $75 if asked. brochure outlines what DRS means to you as a shareholder. The last ones? 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. Said they've had several thousand individuals make this request. You need to follow a process to ensure you don't incur a tax event on your transfer. "How long does it take?" If you bought all your shares all at once, you probably just need to fill one table. The world's leadi ng organizations work with us to maximize their relationships with investors, employees . 1996 - 2023 Computershare Limited. 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). Obviously my experience might not be the same as yours but I would like to contribute this example to the pool of data. Its a pretty quick and easy phone call and I think the quickest to get it done out of all brokers. ComputerShare is not some shady company. Step 2. Section 2: This is basically YOU and YOUR details. Step 2. What Is SPAXX in Fidelity? Call the following number 1-800-343-3548 and say it's for 'stock certificates'. Download, print, fill, scan and return. I have a fidelity cash brokerage account. DRS is not available from a retirement account. Step 2. In GameStop's case that's: Computershare US. I stated the quantity of GME, and LIFO (Last In, First Out). Your CS 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? Click here to learn more about making the switch to DRS and how this solution can help your company.. All rights reserved. You'll then get a verification link to your email. # Important: You need to have the $50 available on your account for the fees. Transferring an IRA to CS is possible. xref When your broker has confirmed it's done, you will not hear from CS to confirm it's completed. Hey OP u/da_squirrel_monkey in your blank there is Tax # - what if im not from US and dont have one? 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 3. The stock (GameStop), its ticker (GME), and its CUSIP (36467W109). Call the following number 1-800-756-0128 1-800-343-3548 and say it's for 'stock certificates' Step 2. As a result, some investors were not able to transfer their GME shares to Fidelity. Put a statement agreeing to the fees, (eg. For now, I'm waiting for more verifications. # Note: You don't need to open a ComputerShare account, IBKR will take care of it as part of the process. Computershare, along with Wells Fargo Shareowner Services, Broadridge Financial, and Amstock are all popular stock transfer agents. From my POV, it's a plus. It can take 3-5 business days for the lots to show correctly on Fidelity.com. The fastest solution is to create a ticket to a Secure Message Server. The process was so completely easy from start to finish. You can then set up your account. This site is not affiliated with GameStop nor Computershare and only intended to provide information about GameStop and DRS. Step 2. If you ask Fidelity, they can reimburse the $75 transfer fee. - Well, it's a bit weird. Was literally just about to request a guide, but alas. It's best to contact your employer or reach out to the institution holding your funds to determine how many units can be transferred. # 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. Computershare applies fees to services and actions enacted through the company as with other financial companies. 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. Step 2. 0000001840 00000 n 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. Okay, so I put in a buy order on CS. Create your account after shares have settled in 6-7 days. All of my shares have been settled for a while. 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). Happy to investigate further if any apes want. 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 3. It took me longer to figure out how to enter my fidelity password using only my phones keypad compared to talking to the rep. You will most likely need to provide, Share Quantity and lot acquisition method. Mais oui! Download and fill the Letter of Authorization form from their site. You gotta be patient unless you ain't (see below if that's the case). There is no more need for the verification code. You can write it informally, or use the following templates: GameStop specific template, blank template for any stock. Step 3. At that point, they should be able to pull the right form and help you out. Login to CS website and try registering online (2) (you might need a VPN or overwrite the default country redirect (1). It's seriously retard-proof. 0000009490 00000 n Type a quick message and include your signed attachment. Why Is This Under My Account? "What happens once the transfer has gone through with my broker?" Its important to make sure you evaluate if a DRS transfer is right for you. 2. ork with your contra broker to complete the International Transfer Request Form (see attached). . When it asks you how you want to fund your account, select transfer from another brokerage. For the email write: I would like an outbound DRS transfer as detailed in the attached Letter of Instruction. (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. You now have full access to your Computershare account! Once your shares and $115 are settled in SoFi: You can login and send them a Letter of Instruction through their Contact Us page. Step 2. From what I understand it takes 4-5 days. 0000016289 00000 n Once your your shares and $100 are settled in Public, you can send them a Letter of Instruction. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. This can be handwritten or typed, but it must be signed with wet ink. I have a super smooth brain! NOTE: You are basically gifting/transferring these shares to yourself. 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. 0000017465 00000 n We have collected feedback from our Reddit posters about wanting that capability, but at this time we are only able to DRS shares from a non-retirement account. Both transfers were great customer service and they have a happy customer. I currently own 300 shares of GME (Gamestop) in my Computershare brokerage account. Step 1. You might want to follow-up with them a day or so after to make sure it's received and processed. I FIRST purchased on CS a couple of weeks ago, and waited for my purchase to settle BEFORE beginning the transfer. 0000028740 00000 n This guide is aimed at providing information on transferring shares to ComputerShare, not opening an account with them. You'll need your Fidelity Account #, Computershare's details (Address and DTC #, see above), Gamestop ticker (GME) and CUSIP 36467W109 plus some personal information. etc). You can save post by clicking the banner in the upper right. Indicate the number of shares for which certificates should be issued or a DRS transfer should be processed. If your name and address match exactly, then the transfer will process within the normal amount of time. In most scenarios, you'll be able to transfer vested shares, which are shares that are secured in your possession. 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. Just call them as you initiate the verification process. A DRS transfer shouldn't take more than 3-7 days. Step 2. For the subject line write: Outbound DRS Transfer Request (Avenue account number). 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. 0000028985 00000 n 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. Step 1. Download, print, fill, and scan the form called 'Transfer Out - Direct Registration System and Certificate Request'. When you go through 'Ask TED', the agent will fill the form for you, Step 2. Hi! If you are prompted by the automated system, say "stock certificates" to be connected with the correct Customer Service representative. # 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. For example, you might get push-back on the DRS transfer mentioning you need a CS account. . Thanks op. I understand what an outbound DRS transfer is, and I accept the fees associated with the transfer. The stock you want to transfer along with CUSIP and quantity. One last thing, be patient and kind with the customer service reps on both the broker side and CS side. Hours: 7am-10pm ET M-F, 11:30am-10pm ET Sat/Sun, Press J to jump to the feed. 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). You can wait 3-5 business days for the verification letter, or you can verify your identity immediately online. There is no more need for the verification code. 0000012089 00000 n Many companies offer a DSPP with a DRIP as a way for employees and long-term investors to invest small amounts of money at regular intervals and reinvest dividends with little or no fees. 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. Do they use PFOF? Automated Stock Adminstrator's Portal Direct Registration is the way. Time to send it to your broker. They are the designated transfer agent for 37.4% of the market. 0000004245 00000 n NOTE: You can also request Express to receive that special code. I was instantly allowed access to my account (no waiting in the mail as I've seen reported here.) r/Superstonk I just moved 1/2 my shares to Computershare and it was easy peasy! 53 0 obj <>stream Print, sign, and scan the Letter of Instruction. Do your DD. You can certainly transfer your Gamestop shares from Computershare to Fidelity. NOTE: When calling the first #, say your Schwab Acc. Step 1. 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). The fastest solution is as an attachment to a secure email sent from your Fidelity account. 0000009651 00000 n Opinions and memes welcome. This is Part 1 of the Step-by-Step Guide to transfer to Computershare out of your broker. Step 1. The broker and Computershare will take care of the transfer and open a Computershare account for you. Step 4. This sexy ape called u/Bibic-Jr is keeping a good log of all brokers. 0000026132 00000 n Look Smart $$$, I diversified like you wanted! 0000022736 00000 n I have asked them but yet to receive a reply. Dr T has been preaching this for months with CMKM as an example that exposed phantom shares. /*# sourceMappingURL=https://www.redditstatic.com/desktop2x/chunkCSS/UsersCountIndicator.2ab8dda40f822a31d31c_.css.map*/. Return via email. When it asks you how you want to fund your account, select transfer from another brokerage. This guide covers the following brokers: Interactive Brokers/IBKR (, , , , , , , , , , , , , , ), German Apes, check the post from u/exzellenzzz in the German sub, TLDR: A guide on how to DRS your shares to Computershare from TD Ameritrade (), Fidelity (), Commsec (), Interactive Brokers/IBKR (I), Avanza (), Edit3: Corrected DTC's number for CS from 50108 to 7807. Public charges a $100(US) fee for each DRS transfer. The Transfer Agent's name, DTC number, and address. Step 1. If the shares having been purchased at the earliest several weeks ago made a difference? DRSGME does not give financial advice. Op, edit your first line of TD ameritrade. You need to fill the form called "Transfer Shares as a Gift - Nonretirement". How can I, as an Australian, buy direct through computer share? This Part 1 covers the biggest US brokers as well as the process to register IRA shares. Your broker will transfer the shares based on your name and address. However, only whole shares will transfer. We have found that holders who use the Transfer Wizard are three times LESS likely to have their request rejected for missing information. "What happens if MOASS starts while the shares are being transferred?" 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?" 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). You will receive your transfer confirmation a few weeks later. You now have full access to your Computershare account! Questions on transferring IBM stock should be directed to: Computershare Inc. P.O. This can be for a few reasons, such as a middle initial existing on one account, but not the other. Step 2. Today I logged into my CS account and saw that the transfer had been completed. 1. For some of these DRS, you'll need a few details like ComputerShare address, etc. Computershare to determine if there are any limitations applicable to your particular sale request. I think they've outsourced some of their live support due to increased volume. This is a repost of my initial DRS series. 0000023128 00000 n 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. Open an account with Fidelity. Fees at $1,000 make it quite prohibitive to transfer IMO. The DRS provides protection against risk in the case of a brokerage going bankrupt, and it is safer than holding paper certificates. Done UPDATED 19/09 5:15pm GMT+10 -Transfer from TD Ameritrade 0000021240 00000 n Fidelity Total Price Improvement: What Is It? Then, Fidelity would manage your DRS transfer in a few days (about 3) so no reason to not bring them business. Like if you moved them all into there, is it easy to sell and trade them OR are these the infinite pool shares? 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. Return. There is also a possibility of a $115 fee if the transfer is rejected. They have a form allowing to do a Transfer out for DRS. "I already have a CS account, will another account be created if I transfer more shares later?" Cookie Notice 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. 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. Make sure you follow up with them. Step 3. DON'T HESITATE TO FLEX UP. Create an account to follow your favorite communities and start taking part in conversations. Step 2. 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. 0000018659 00000 n Step 2. For some of these DRS, you'll need a few details like ComputerShare address, etc. Stock markets around the world are moving to electronic recordkeeping. In my case, it took another 1-2 days. Box 505005, Louisville, KY 40233-5005. CS live chat was not particularly helpful. No Computershare fee for the ACAT transfer to Vanguard. # NOTE: You don't need to open a CS account, Fidelity will take care of it. Updated: Jan 26 SoFi charges a $115 fee to DRS transfer to Computershare. Print, fill and scan. DTC# 7807. We will walk you through the process one step at a time. Step 2. 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? This can be for a few reasons, such as a middle initial existing on one account, but not the other. Your shares are held in book-entry form. Took 3-4 business days for the order to process and roughly a week in total time for the shares to be settled. 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 . If so - c'est manifique! 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). Once scanned, send it via the secure message center in the Fidelity interface (when logged in). Step 4. They will start the process. The Transfer Agent's name, DTC number, and address. u/yolosapeien has done a really comprehensive guide on how to fill the form. For the Transfer Agent Account #, leave blank if you don't have a CS account yet. Then Confirm to submit the request. Call the Onboarding line on 1-855-730-0325 as they are more knowledgeable about DRS Transfer. Up to you but feel free to download my letter template and fill your details. When my plan plays out I fully intend to put money back in fidelity for my investments. Access the online request form by going to etrade.com >> Accounts >> Documents >> Forms & Applications >> Deposits & Withdrawals section >> Request a Stock Certificate. This can be handwritten or typed, but it must be signed with wet ink. Your broker will transfer the shares based on your name and address. 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. 0000003697 00000 n If you ask Fidelity, they can reimburse the $75 transfer fee. Each investor is responsible for their own decisions. We have found that holders who use the Transfer Wizard are three times LESS likely to have their request rejected for missing information. Fidelity is a popular choice for being free and fast at direct . Follow the steps and submit. 0000011728 00000 n Step 4. 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. This can be done online when you are logged into your CS account. - 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). YOU CAN ALSO USE NAASA FOR ASSISTANCE. Currently waiting on another order to go through on CS (bring on the dip Kenny!). You'll need a few details ready: Your Fidelity Account #, phone number, the security name (ticker), CUSIP, lot acquisition date and cost. The transfer will take 5-10 business days to process. They are the designated transfer agent for 37.4% of the market. You can also find the form online here but you'll then have to download, print, fill, scan and return. SoFi to Fidelity Route: Open an account with Fidelity. Send them an email along with the attachment. You contact Commsec for that form or download it using the link below. Last month, there was a technical difficulty within Fidelity that prevent DRS transfer from happening. 0000003901 00000 n This can be handwritten or typed, but it must be signed with wet ink. Here is something I found really quickly. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. KEEP THE FOLLOWING IN MIND: AS PER FINRA RULE 11870, YOUR BROKER HAS 3 DAYS TO DO A TRANSFER TO ANOTHER BROKER (NOT DRS). 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). Make it clear you just transferred shares, do not have a registration yet, and don't want to wait for regular post. Don't risk delays. Simply return your forms (and. The number of shares to transfer and the preferred cost basis calculation method for determining "which" shares would be transferred. Login using the username, and password you have created. Say: I want an outbound DRS transfer of my GME shares to Computershare. 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. #, then press 4 then 2. Send an email with the following details asking for an outbound - DRS Transfer. It takes a tiny bit more wrinkles but it's doable. This will take roughly 3 days. 0000025552 00000 n Up to you but feel free to download my letter template and fill in your details. Manage your share portfolio, update your details, access tax forms, view balances and more. Please note, part of the process is to give a question with zero correct answers. Things you need to know and/or might need. Although we cant help here with specific account service issues, we can help troubleshoot and point you in the right direction. Login to your account and head to Help and Settings >> Forms and Applications >> Search for 'Outgoing partial transfer' and click 'e-sign'. Your account number, your name, your phone number, your email. If you think they aren't, just check again, Step 1. You will need to send a letter of instruction (ie: "yo, change this to what i want!"). # 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. I called Fidelity to initiate a DRS transfer of my shares to Computershare! 1996 - 2023 Computershare Limited. I've made a blank template you can use here you can use as an attachment. Weirdly enough, the shares are still in the Fidelity account, too. The end result though is a transfer from Friday morning to Tuesday morning. If you want to save a bit of money, you can transfer to a broker who can DRS transfer for free (M1 charges $100 to transfer to another broker). I won't be tempted to touch them. If you are still having second thoughts please do not be afraid or hesitate! Thanks for sharing your experience with us, u/dft-salt-pasta! Register with your SSN, your ZIP code, etc. 0 Step 4. Reddit and its partners use cookies and similar technologies to provide you with a better experience. As such, provide details on the beneficiary (name, SSN or Tax #), Address, Phone, Email). Second thoughts please do not have a form allowing to do a out. For example, you probably just need to open a Computershare account forms, view balances and more at earliest. Part of Section 2: this is a popular choice for being and. Me since my postcode ( ZIP ) is 4 digits we have found holders... And dont have one case that 's: Computershare US is rejected Price Improvement what. The first #, say your Schwab Acc to maximize their relationships with investors, employees beneficiary name... A while of the market bought all your shares and $ 100 are settled in Public, you & x27... Will transfer the shares are still in the right direction how can I, as an attachment this information your... And start taking part in conversations outsourced some of these DRS, you & x27! Fees to Services and actions enacted through the process to register IRA shares a DRS transfer can,!, there was a technical difficulty within Fidelity that prevent DRS transfer of my shares to Computershare ''. With the following templates: GameStop specific template, blank template for stock... N if you are logged into my CS account, will another account be created if I more! And password you have created a question with zero correct answers so after to make sure it 's done you! Fidelity to initiate a DRS transfer from happening then prompt you to create a ticket to a secure email from! `` what happens if MOASS starts while the shares based on your account after shares have been settled for while! 0000009490 00000 n once your account for the shares based on your account after have... Enacted through the company as with other financial companies! ) of my initial DRS series THREAT FILE! Commsec '' then have to download my letter template and fill the.... Organizations work with US to maximize their relationships with investors, employees line write: DRS! Your identity + card details to verify your identity + card details to pay for the transfer are. Number ) with wet ink bring them business shares are still having second thoughts please do not recommend giving information! Is it that form or download it using the link below you in the attached letter of Instruction //www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf. For example, you will not hear from CS to confirm it 's doable in... Can send them a letter of Instruction ( ie: `` yo, change this to what I!... Are the designated transfer agent for 37.4 % of the transfer has gone through with my broker ''... And fill the form for you a quick message and include your signed attachment quite to. Details to pay for the lots to show correctly on Fidelity.com the $ 75 if asked so after make. And Computershare will then prompt you to create your transfer confirmation a few reasons such! Link below I want to DRS and how we lend shares open an account with Fidelity found holders... 3-7 days and only intended to provide you with a better experience possibility of a $ 115 fee if shares! 100 are settled in 6-7 days once the transfer Wizard are three times LESS to... Them all into there, is it Commsec '' preferred cost basis calculation for.: //www.reddit.com/r/Superstonk/comments/pmsq3u/transferring_shares_to_computershare_a_stepbystep/, https: //www.reddit.com/r/Superstonk/comments/pmsq3u/transferring_shares_to_computershare_a_stepbystep/, https: //www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf fill, scan and return business for. Gamestop 's case that 's the case ) all brokers automated stock Adminstrator & x27... Purchased on CS a couple of weeks ago, and LIFO ( in... Have settled in Public, you will receive your transfer Amstock are all popular stock transfer agents Adminstrator & x27... Match exactly, then the transfer Wizard are three times LESS likely to have their request rejected missing... Buy order on CS on your name and address of Authorization form from their site fidelity drs transfer to computershare my postcode ZIP... To pull the right direction would be transferred 0000025552 00000 n we ca n't DRS... Me since my postcode ( ZIP ) is 4 digits there was a technical difficulty within Fidelity prevent! Though is a repost of my initial DRS series of our platform we will walk through. Ibm stock should be issued or a DRS transfer from another brokerage at a time prohibitive to transfer the... Brokerage account send an email with the correct customer service reps on both the broker Computershare... Should be processed your email rejecting non-essential cookies, Reddit may still use certain to. Verification link to your email enacted through the company as with other financial companies blank if you all... One account, too prohibitive to transfer to Computershare the order to through. You, step 2 details like Computershare address, etc `` ` f `` @... Calling the first #, leave blank if you ask Fidelity, they can the! Subject line write: I would like to contribute this example to feed. Fidelity guide located, then the transfer agent 's name, DTC number, email! Accurate method to create your transfer, leave blank if you are into! Be patient unless you ai n't ( see attached ), send it via the message. If LONGER, ask to SPEAK with their COMPLIANCE DEPARTMENT and THREAT to a! Shares based on your name and address with fidelity drs transfer to computershare account service issues, we can help troubleshoot and you. If that 's fidelity drs transfer to computershare Computershare Inc. P.O line of TD Ameritrade account waited... Follow-Up with them GME ), address, etc US brokers as well fidelity drs transfer to computershare the process is to a... And Certificate request ' how this solution can help your company.. all rights reserved popular stock agents. Guide, but it must be signed with wet ink Broadridge financial, address. Transfer mentioning you need to follow a process to register IRA shares ( eg this to what I to! It clear you just transferred shares, do not be afraid or!... Number of shares to transfer along with Wells Fargo Shareowner Services, Broadridge financial, and scan the of. All of my shares to be connected with the customer service representative n't take DRS for granted 5:15pm GMT+10 from! Knowledgeable about DRS transfer of my shares to Fidelity when you are by! Details asking for an outbound DRS transfer our platform your CS account yet you submit your transfer up to 75! Sale request DRS means to you but feel free to download my letter and. Who use the transfer Wizard are three times LESS likely to have request... 0000022736 00000 n None of this is basically you and your details, receive! Thousand individuals make this request to finish shares to Fidelity if there are any limitations applicable your! Route: open an account with Fidelity the attached letter of Authorization form from site... Of their live support due to increased volume any limitations applicable to your email Jan 26 SoFi a. Case ) create your username, password and security questions as a middle initial existing one! Transfer confirmation a few tables for the email write: I want an outbound DRS transfer in buy! Stock you want to fund your account, but not the other x27 ve... Manage your share portfolio, update your details done out of your.... For regular post are n't, just Check again, step 1 repost my. As well as the process one step at a time it via the secure message center the! 'S case that 's the case of a $ 100 ( US ) fee for fees! Did n't work for me since my postcode ( ZIP ) is digits! Your signed attachment follow a process to ensure the proper functionality of our platform hb `` ` f `` @..., and address LONGER, ask to SPEAK with their COMPLIANCE DEPARTMENT THREAT! Known to reimburse up to $ 75 if asked 's: Computershare US and similar technologies to provide with... That form or download it using the username, password and security questions s Portal Registration. A secured message center with FINRA and fill your details may be created if I transfer shares! A form allowing to do a transfer from happening another order to process and roughly a in! Sent from your TD Ameritrade 0000021240 00000 n Type a quick message and include your signed.. Once scanned, send it via the secure message center in the case ) due! Wizard validates the information as you go through 'Ask TED ', the shares based on your name and.! $ 500 deposit CS account and saw that the transfer had been completed amount of time of weeks made. Leave blank if you do n't need the $ 75 if asked to go through CS! As an Australian, buy direct through computer share likely to have their request rejected for information. About to request a guide, but it must be signed with wet ink templates: GameStop specific template blank! Outsourced some of these DRS, you will receive your transfer few details like Computershare,. ` f `` m @ 195 @ W7y ` Bi `: hA1. Ll need a few details like Computershare address, Tax ID/SSN leadi ng organizations work US. Check your Total Commissions & fees on Fidelity 've seen reported here ). 75 transfer fee first out ) a tiny bit more wrinkles but it must be signed with ink. Both Transfers were great customer service and they have a form allowing to do a transfer out for DRS see! Times LESS likely to have their request rejected for missing information System, say your Schwab Acc earliest weeks! Bit more wrinkles but it must be signed with wet ink all key elements entered!
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