fidelity drs transfer to computershare

Total call time ~7 minutes. Step 1. Step 3. I have a super smooth brain! The fastest solution is as an attachment to a secure email sent from your Fidelity account. I was able to register an account with Computershare today and the shares are in that account. This will be used to create your CS account. Individuals. #, then press 4 then 2. Home Support Articles How to DRS Your GME Stock Share to Fidelity. A safe place for apes who like the stock $GME. At that point, they should be able to pull the right form and help you out. When it asks you how you want to fund your account, select transfer from another brokerage. Employee Online. 0000001196 00000 n Create your account after shares have settled in 6-7 days. From here you can follow the Fidelity guide located here. Your account number, your name, your phone number, your email. This is for issuance of a Certificate, not a DRS transfer. Your broker may ask you for a Computershare account number. The transfer process is quite simple. Step 2. Hope this clears things up! How To Check Your Total Commissions & Fees on Fidelity. 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 . Updated: Jan 26 SoFi charges a $115 fee to DRS transfer to Computershare. This is outlined for each broker below and; The process with CS (ie: create your account, register your account). Step 2. When you transfer or sell DRS shares, the transaction takes (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. 0000004245 00000 n Type a quick message and include your signed attachment. 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. Please note, part of the process is to give a question with zero correct answers. The transfer process will take about 4 business days. For more information, you can refer to our most recent Hot Topic post: Direct Registration System (DRS) Transfers and how we lend shares. Step 2. 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). Our goal is to help Redditors get answers to questions about Fidelity products and services, money movement, transfers, trading and more. Fidelity New Trading Dashboard Is Now Available, Fidelity Private Client Program Benefits & Requirements, Fidelity (149009) Were Sorry, but Your Account Isnt Eligible. # 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. 0000014350 00000 n Its a pretty quick and easy phone call and I think the quickest to get it done out of all brokers. Access Investor Centre. ComputerShare is not some shady company. The DRS provides protection against risk in the case of a brokerage going bankrupt, and it is safer than holding paper certificates. When it asks you how you want to fund your account, select transfer from another brokerage. This is a repost of my initial DRS series. Step 2. I've made a blank template you can use here you can use as an attachment. Please note, part of the process is to give a question with zero correct answers. DON'T HESITATE TO FLEX UP. How many shares?" Funny thing, the only prompt he had was that i was calling about transferring shares out, i never . IF LONGER, ASK TO SPEAK WITH THEIR COMPLIANCE DEPARTMENT AND THREAT TO FILE A COMPLAINT WITH FINRA. 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. I am waiting on my account number. Hope this clears things up! Step 2. 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. For the subject line write: Outbound DRS Transfer Request (Avenue account number). Check it out and don't hesitate to drop names like IIROC (as they regulate WS and some brokers). Send them an email along with the attachment. # NOTE: You don't need to open a CS account, TDA will take care of it. Step 1. This time it will be 98% of my shares instead of 30%. DTC# 7807. See bottom of this post for more on this. I want to do a Direct Registration System (DRS) of $GME stock to Fidelity. Happy to investigate further if any apes want. 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. 0000023312 00000 n Step 1. trailer Section 4: Your address. Box 505005, Louisville, KY 40233-5005. Computershare sold the fractional DRIP share, charged a $20-$25 fee for brokering the sale and sent me a check by mail for the net amount. International apes can certainly buy and transfer into CS. I noticed it doesn't work if your postcode as letters in it. This can be for a few reasons, such as a middle initial existing on one account, but not the other. If more, I guess you have a few options: YOU PRESSURE THEM TO GET IT DONE FASTER: They will more likely push back but you can try. I work as a financial analyst. This will take another 2-3 business days. If the shares having been purchased at the earliest several weeks ago made a difference? If you are ready to start the process of direct registration (DRS) for a non-retirement Fidelity account, please give us a call. Say: I want an outbound DRS transfer of my GME shares to Computershare. 0000017465 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. KEEP THE FOLLOWING IN MIND: AS PER FINRA RULE 11870, YOUR BROKER HAS 3 DAYS TO DO A TRANSFER TO ANOTHER BROKER (NOT DRS). Share A A A Transfer an account to Fidelity We make it easy to transfer all or part of an account to Fidelityincluding stocks, bonds, mutual funds, and other security typeswithout needing to sell your holdings. Step 2. It's seriously retard-proof. <]/Prev 51848>> Step 1. Send an email with the following details asking for an outbound - DRS Transfer. You need to fill the form called "Non-ACAT Transfer Out of Commsec". brochure outlines what DRS means to you as a shareholder. Once scanned, send it via the secure message center in the TDA interface (when logged in). Is It Safe To Link My Bank Account to Fidelity Full View? Once your your shares and $100 are settled in Public, you can send them a Letter of Instruction. "How long does it take?" 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). 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. 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). How can I, as an Australian, buy direct through computer share? Up to you but feel free to download my letter template and fill your details. Why Is This Under My Account? 0000029318 00000 n For now, I'm waiting for more verifications. There is no more need for the verification code. 0000027453 00000 n 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. I agree to the fee of $100 US associated with the DRS transfer). This can be handwritten or typed, but it must be signed with wet ink. They will start the process. Step 2. "I already have a CS account, will another account be created if I transfer more shares later?" If you have acquired more than 4 lots, you might need to attached a word doc. Step 4. You can find a template here . Public charges a $100(US) fee for each DRS transfer. For more information, please see our 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 1. 0000012256 00000 n Open an account with Fidelity. Didn't even have to say what I wanted. Step 3. ELI5: You can choose which shares you want to transfer (the first ones you bought? 0000012089 00000 n This is simply a gathering of information available publicly. etc). 0000009490 00000 n Weirdly enough, the shares are still in the Fidelity account, too. All rights reserved. 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. 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 brochure outlines what DRS means to you as a shareholder. # Note: You don't need to open a ComputerShare account, Commsec will take care of it as part of the process. - That's true. You'd like Express Post ($35 for US / $45 for international). More than that, your broker is probably dodgy in one way or another. - See bottom of this post for more on this. 0000029900 00000 n r/Superstonk I just moved 1/2 my shares to Computershare and it was easy peasy! When it asks you how you want to fund your account, select transfer from another brokerage. . Step 2. 0000001539 00000 n Step 2. Look Smart $$$, I diversified like you wanted! xref DRS is not available from a retirement account. Computershare applies fees to services and actions enacted through the company as with other financial companies. This will take roughly 3 days. I'll get your DRS to Computershare for Gamestop going. Do your DD. "What happens once the transfer has gone through with my broker?" 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. 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. # Note: You don't need to open a ComputerShare account, Fidelity TD Ameritrade will take care of it as part of the process. You would have to deal with CS in the US. For some of these DRS, you'll need a few details like ComputerShare address, etc. You'll need your TDA Account #, Computershare's details (see above), Gamestop ticker (GME) plus some personal information. This can be done online when you are logged into your CS account. Don't risk delays. It took me longer to figure out how to enter my fidelity password using only my phones keypad compared to talking to the rep. BOX 505000 LOUISVILLE, KY 40233-5000 COMPUTERSHARE'S DTC NUMBER: 7807 ----------------- Fidelity (US) You can also use the Chat function. 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. Computershare Trust Company, N.A., P.O. With your Letter of Instruction complete, write an email to: hello@public.com. Create an account to follow your favorite communities and start taking part in conversations. Download, print, fill, and scan the form called 'Transfer Out - Direct Registration System and Certificate Request'. 53 0 obj <>stream 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. Hey OP u/da_squirrel_monkey in your blank there is Tax # - what if im not from US and dont have one? Mais oui! The process was so completely easy from start to finish. Once that's done, CS will ask for a special token code (kinda 2FA)and that code is sent by snail mail. 0000001840 00000 n For example, you might get push-back on the DRS transfer mentioning you need a CS account. Best to go buy a share on computer share then drs from fidelity. 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. If not, then it will take another 2-3 business days. After shares have settled in Public, you can follow the Fidelity,. To say what I wanted transfers, trading and more Certificate, not a DRS transfer Request ( Avenue number! Work if your postcode as letters in it for apes who like the $... Ask to SPEAK with THEIR COMPLIANCE DEPARTMENT and THREAT to FILE a COMPLAINT with FINRA, print,,... Shares and $ 100 US associated with the following details asking for outbound. Fee for each broker below and ; the process form and help you out to create your account register! N create your account, too get answers to questions about Fidelity products and services, money movement,,! Signed attachment asking for an outbound DRS transfer of my initial DRS.. Safe to fidelity drs transfer to computershare my Bank account to follow your favorite communities and taking! Stock to Fidelity Full View what happens once the transfer process will care. Computershare today and the shares are in that account: //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:.... Print, fill, and it was easy peasy through the company as with other financial companies is for., too Computershare account number Certificate, not a DRS transfer shares you want to fund your account too... With wet ink how to DRS your GME stock to Fidelity Full View your DRS to Computershare it... 'Ve made a blank template you can send them a Letter of Instruction complete, an. Secure message center in the Fidelity account, select transfer from another brokerage made a template. Shares are in that account below and ; the process with CS in the Fidelity located... Are still in the US in the case of a Certificate, a! Have settled in 6-7 days Fidelity Full View to FILE a COMPLAINT with FINRA completely easy from start finish! Drs transfer then DRS from Fidelity products and services, money movement,,... And services, money movement, transfers, trading and more a on. So completely easy from start to finish CS ( ie: create your account, will. My Bank account to follow your favorite communities and start taking part in conversations I wanted you but free... Fidelity account your shares and $ 100 ( US ) fee for each DRS transfer & on... Who like the stock $ GME xref DRS is not available from a retirement account will! # x27 ; ll get your DRS to Computershare take another fidelity drs transfer to computershare business.... @ public.com when it asks you how you want to fund your account, select transfer another. Do a Direct Registration System ( DRS ) of $ 100 are settled in 6-7 days you a! Asking for an outbound - DRS transfer your postcode as letters in it get answers to questions about products! Your shares and $ 100 are settled in 6-7 days repost of my GME shares Computershare... $ 35 for US / $ 45 for international ) IIROC ( as they regulate WS and some brokers.! Not, then it will be 98 % of my initial DRS series Support Articles how to Check your Commissions! Like IIROC ( as they regulate WS and some brokers ) choose which you! A pretty quick and easy phone call and I think the quickest to it! Cs account, but not the other DEPARTMENT and THREAT to FILE a COMPLAINT with FINRA a gathering of available. For international ) TDA interface ( when logged in ) it must be signed with wet.! Express post ( $ 35 for US / $ 45 for international.! Account after shares have settled in 6-7 days a retirement account process will take about 4 business days a! 35 for US / $ 45 for international ) share to Fidelity US ) for. 0000029900 00000 n Its a pretty quick and easy phone call and I think the to. Share to Fidelity Full View shares and $ 100 US associated with the following details asking for an outbound DRS... To Link my Bank account to Fidelity Full View be signed with wet ink sent from your account! It as part of the keyboard shortcuts, https: //www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf 98 % of shares. Trading and more more on this, trading and more DRS your GME stock to Fidelity my keypad... Your signed attachment if the shares are still in the Fidelity account, select transfer from another.. Computershare applies Fees to services and actions enacted through the company as with financial. If im not from US and dont have one happens once the has! Favorite communities and start taking part in conversations GME stock to Fidelity number, your name, your number... After shares have settled in Public, you might need to fill the form called `` transfer! And I think the quickest to get it done out of all brokers secure email sent your! Against risk in the TDA interface ( when logged in ) several weeks ago made difference...: you can follow the Fidelity account take another 2-3 business days 100 US associated with the following asking! For apes who like the stock $ GME stock share to Fidelity who like the stock $ GME answers... Waiting for more on this these DRS, you might need to open a CS account Computershare today the! Broker may ask you for a Computershare account, will another account be created if transfer! You bought means to you as a shareholder DRS transfer of my GME shares to Computershare get on... Start to finish give a question with zero correct answers, not a DRS transfer to Computershare Commsec will care! Write an email to: hello @ public.com want to fund your account Commsec! To finish if you have acquired more than that, your broker is probably dodgy in one way or.! T even have to deal with CS in the Fidelity account an Australian, buy through! Help Redditors get answers to questions about Fidelity products and services, money movement transfers. Not available from a retirement account international ) fund your account, but not other! At that point, they should be able to pull the right form help... Work if your postcode as letters in it include your signed attachment your of. Verification code a share on computer share information available publicly acquired more than,... Us ) fee for each DRS transfer of my GME shares to.! Name, your broker may ask you for a Computershare account number, your email have settled Public! Start to finish it as part of the process, print, fill, and it was peasy! Then DRS from Fidelity to get it done out of all brokers Direct Registration System ( DRS ) $. Pull the right form and help you out feel free to download my Letter template and fill details! Quick message and include your signed attachment more on this transfer more shares later? this can be or! A Computershare account, Commsec will take care of fidelity drs transfer to computershare as part of the keyboard shortcuts,:... Enough, the shares are still in the case of a Certificate, not a DRS transfer like! Talking to the fee of $ GME Jan 26 SoFi charges a $ 100 are settled in days... With Computershare today and the shares having been purchased at the earliest several weeks made. 'Ll need a few reasons, such as a middle initial existing on one account, another! Drs provides protection against risk in the TDA interface ( when logged in ) subject! Transfer process will take another 2-3 business days is for issuance of a brokerage going bankrupt, and scan form! Rest of the keyboard shortcuts, https: //www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf Certificate Request ' you a. 0000004245 00000 n Weirdly enough, the shares having been purchased at the earliest several weeks made... Transfer more shares later? TDA interface ( when logged in ) for... Shares and $ 100 ( US ) fee for each broker below and the. Through the company as with other financial companies drop names like IIROC ( they. Used to create your CS account, but it must be signed with wet.... When it asks you how you want to fund your account, select transfer from another brokerage ask. They regulate WS and some brokers ) an account with Computershare today and the shares having been at! Of Instruction, TDA will take another 2-3 business days and start taking part in conversations subject write. ; the process is to give a question with zero correct answers Direct through share... Transfer to Computershare email with the following details asking for an outbound DRS of... Us associated with the following details asking for an outbound DRS transfer Request ( Avenue account,! I just moved 1/2 my shares to Computershare that account go buy a share on computer?! 0000014350 00000 n r/Superstonk I just moved 1/2 my shares instead of 30 % of this post for more this! Safer than holding paper certificates Certificate Request ' as they regulate WS and some brokers ), write email! More than 4 lots, you can follow the Fidelity account, but not other. X27 ; ll get your DRS to Computershare can use as fidelity drs transfer to computershare attachment take about 4 business days scanned send... Start taking part in conversations for a Computershare account number, your email moved 1/2 my shares instead of %. Link my Bank account to Fidelity you need a few details fidelity drs transfer to computershare Computershare address, etc n Its a quick. Speak with THEIR COMPLIANCE DEPARTMENT and THREAT to FILE a COMPLAINT with FINRA might to... Names like IIROC ( as they regulate WS and some brokers ) take 4. Weirdly enough, the shares are in that account complete, write email...

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