fidelity drs transfer to computersharefidelity drs transfer to computershare

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. Create your account after shares have settled in 6-7 days. NOTE: You are basically gifting/transferring these shares to yourself. Step 3. They should have a secured message center. Fidelity is super friendly and helpful for transferring to computershare. Then, Fidelity would manage your DRS transfer in a few days (about 3) so no reason to not bring them business. He knew. They will start the process. 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. If your name and address match exactly, then the transfer will process within the normal amount of time. For the Transfer Agent Account #, leave blank if you don't have a CS account yet. For the email write: I would like an outbound DRS transfer as detailed in the attached Letter of Instruction. It was stress free and painless! Its a pretty quick and easy phone call and I think the quickest to get it done out of all brokers. 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). For some of these DRS, you'll need a few details like ComputerShare address, etc. They have a form allowing to do a Transfer out for DRS (see step 2). You need to use CAPITAL LETTERS and BLACK INK. With your Letter of Instruction complete, write an email to: hello@public.com. Hi! When your broker has confirmed it's done, you will not hear from CS to confirm it's completed. hb```f`` m @195@W7y`Bi `:-- hA1*dkX]l/4H?"r^W5~| Ex{B@2aA V@pbf '5 Click here to learn more about making the switch to DRS and how this solution can help your company. Step 2. You contact TDA and ask for a form TDA371 or just use your favourite search engine and type something like "TDA 371 Ameritrade". Direct Registering Shares (DRS) is the MOASS key handed on a golden platter. 0000001539 00000 n Its important to make sure you evaluate if a DRS transfer is right for you. YOU CAN ALSO USE NAASA FOR ASSISTANCE. <]/Prev 51848>> ComputerShare is not some shady company. Head to Secure Mail to return the form. Here is something I found really quickly. You'll then get a verification link to your email. The stock (GameStop), its ticker (GME) , and its CUSIP (36467W109). For security reasons we do not recommend giving this information to your broker. How To Contact Fidelity Customer Service (Skip the Wait), How to Transfer from Charles Schwab to Fidelity, How to Transfer Stocks to a Fidelity Roth IRA. Once scanned, send it via the secure message center in the TDA interface (when logged in). Call the following number 1-800-756-0128 1-800-343-3548 and say it's for 'stock certificates' Step 2. trailer Then you can enter the verification code. 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? Press question mark to learn the rest of the keyboard shortcuts. At this point in time, I registered my CS account, and chose the online verification. Happy to investigate further if any apes want. When it asks you how you want to fund your account, select transfer from another brokerage. Step 1. Access Investor Centre. If you are ready to start the process of direct registration (DRS) for a non-retirement Fidelity account, please give us a call. The transfer process is quite simple. SoFi to Fidelity Route: Open an account with Fidelity. - That's true. I can't find it anymore, so go figure. This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $115(US). Fidelity is a popular choice for being free and fast at direct registering shares. htW TnjZ\UIUG5j. 0000022736 00000 n Make it clear you just transferred shares, do not have a registration yet, and don't want to wait for regular post. The stock (GameStop), its ticker (GME), and its CUSIP (36467W109). As a result, a second account may be created for you. Return. I'll get your DRS to Computershare for Gamestop going. If you bought all your shares all at once, you probably just need to fill one table. # 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. You can also use the Chat function. You'll need to fill a letter of instruction. Direct Registration System (DRS) Transfers and how we lend shares. Login using the username, and password you have created. Simply return your forms (and. Fidelity will pull your shares from Public. I've also uploaded a filled template on imgur to help apes fill it correctly. From here you can follow the Fidelity guide located here. Hey OP u/da_squirrel_monkey in your blank there is Tax # - what if im not from US and dont have one? Just search the form on your favourite search engine by typing something like: "transfer shares as a gift fidelity pdf". Dr T has been preaching this for months with CMKM as an example that exposed phantom shares. At that point, they should be able to pull the right form and help you out. # FEES: $115 (if rejected, it will be $125 rejection fee). Fidelity will pull your shares from Firstrade. So read the questions carefully. Best to go buy a share on computer share then drs from fidelity. 0000040821 00000 n So read the questions carefully. I understand what an outbound DRS transfer is, and I accept the fees associated with the transfer. Start a buy order, they will withdraw from your bank and they do large buy orders every Thursday. DON'T HESITATE TO FLEX UP. Step 4. Step 2. Step 3. Box 505005, Louisville, KY 40233-5005. Step 2. Step 1. 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. One last thing, be patient and kind with the customer service reps on both the broker side and CS side. Press J to jump to the feed. You copied the sentence from the Fidelity section. 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. When it asks you how you want to fund your account, select transfer from another brokerage. Step 1. With IBKR it's a simple process, I am currently in it. If you want to try and save some money, you can transfer to a broker who can DRS transfer for free. Said they've had several thousand individuals make this request. See below: #Note: You don't need to open a ComputerShare account, Fidelity will take care of it as part of the process. For more information, please see our 0000015021 00000 n If you are still having second thoughts please do not be afraid or hesitate! 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. Step 1. Check the box next to the security for which a certificate should be issued or a DRS transfer should be processed. 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. I noticed it doesn't work if your postcode as letters in it. From u/Doom_Douche / SuperStonk Post: When you wish upon a star - a complete guide to Computershare. 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. Done UPDATED 19/09 5:15pm GMT+10 -Transfer from TD Ameritrade If you have acquired more than 4 lots, you might need to attached a word doc. startxref I did this process and was told by fidelity they require an account number so I have to do it all over again. Fidelity to Computershare DRS transfer. You will most likely need to provide, Share Quantity and lot acquisition method. Step 1. The transfer process will take about 4 business days. %%EOF There is no more need for the verification code. 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?" Is that possible? . 0000012256 00000 n This can be handwritten or typed, but it must be signed with wet ink. #, then press 4 then 2. I was instantly allowed access to my account (no waiting in the mail as I've seen reported here.) 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. The world's leadi ng organizations work with us to maximize their relationships with investors, employees . 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. etc). Step 4. 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). Create an account to follow your favorite communities and start taking part in conversations. Hi u/ksknksk, and welcome to r/fidelityinvestments. 0000026132 00000 n You need to follow a process to ensure you don't incur a tax event on your transfer. It's seriously retard-proof. 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. NOTE: You'll see a note on top of the form for a $500 fee. I agree to the fee of $100 US associated with the DRS transfer). Just head to 'Contact us' and click on 'Secure Mail'. Click Preview to confirm the details of the request. Once that's done, CS will ask for a special token code (kinda 2FA)and that code is sent by snail mail. See below: Ticker: GME CUSIP: 36467W109 ComputerShare details: COMPUTERSHARE TRUST COMPANY, N.A. 0000018605 00000 n DRSGME does not give financial advice. The stock you want to transfer along with CUSIP and quantity. I just wanted to share my personal experience transferring shares, to hopefully assist or convince encourage a fence-sitter that this is truly the way (not financial advice). This sexy ape called u/Bibic-Jr is keeping a good log of all brokers. You might want to follow-up with them a day or so after to make sure it's received and processed. Fidelity have been known to reimburse up to $75 if asked. TLDR: This is an update done on 14 Sept 2021. Register with your SSN, your ZIP code, etc. They are the designated transfer agent for 37.4% of the market. This is simply a gathering of information available publicly. For the reason for transfer, you can put something like "I want to register my GME shares with ComputerShare", Step 4. This can be handwritten or typed, but it must be signed with wet ink. 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. You'll need to set up your account with personal details, 3 security questions and a password. Last month, there was a technical difficulty within Fidelity that prevent DRS transfer from happening. Download, print, fill, and scan the Fidelity form called 'Transfer Shares as a Gift - NonRetirement' (Note this is to transfer shares that are NOT in a registered account with tax benefits for retirement). 0000012089 00000 n - 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). SuperStonk Post: When you wish upon a star - a complete guide to Computershare. Computershare, along with Wells Fargo Shareowner Services, Broadridge Financial, and Amstock are all popular stock transfer agents. 0000029900 00000 n All rights reserved. If you think they aren't, just check again, Step 1. 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. 0000009651 00000 n 0000028740 00000 n When you receive the verification code letter: If you have any corrections, or know of any other brokers, please let us know through the. 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. From here you can follow the Fidelity guide located. I want to do a Direct Registration System (DRS) of $GME stock to Fidelity. I am waiting on my account number. Was literally just about to request a guide, but alas. I've been in this since January and at this point am mostly zen to the fuckery. 0000022384 00000 n A statement accepting the $115 fee associated with this transaction. The process was so completely easy from start to finish. Although we cant help here with specific account service issues, we can help troubleshoot and point you in the right direction. 0000020008 00000 n 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. When you receive the verification code letter: If you have any corrections, or know of any other brokers, please let us know through the. 0000018659 00000 n They don't have a form but based on what other brokers are asking, you want to anticipate and provide all the details. 0000027702 00000 n # NOTE: Review the Tax Method for transfer on Client Services >> My Profile >> General >> FIFO/LIFO (see above for more on that topic), # METHOD: Phone or Chat or Form/Secured online message, Step 1. You now have full access to your Computershare account! 0000003697 00000 n In my case, it took another 1-2 days. It takes a tiny bit more wrinkles but it's doable. I won't be tempted to touch them. The broker and Computershare will take care of the transfer and open a Computershare account for you. Fidelity is a popular choice for being free . 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. The last ones? None of this is financial advice. 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 ). You can write it informally, or use the following templates: GameStop specific template, blank template for any stock. 1996 - 2023 Computershare Limited. 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 . In my case, it took 3 days. and our DRS is share ownership without paper stock certificates. 4 minutes. Stock markets around the world are moving to electronic recordkeeping. Your Public account number, full name, phone number, email address, Tax ID/SSN. Welcome to Transfer Wizard Home With the Computershare Transfer Wizard, transferring your shares is easy. You gotta be patient unless you ain't (see below if that's the case). Print, sign, and scan the Letter of Instruction. Hope this clears things up! 0000029318 00000 n This guide is aimed at providing information on transferring shares to ComputerShare, not opening an account with them. 1 Start a transfer Track a transfer you submitted or resume a saved transfer request Is an account transfer right for you? 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? Employee Online. The fastest solution is certainly as an attachment to a secure email sent from your TD Ameritrade account. Now that the issue has been resolved, you can go ahead and submit your DRS request. This is incorrect. ComputerShare is not some shady company. Step 2. Although YMMV, it was so much easier than even the most optimistic folks on here had implied so I wanted to share my experience and process if only to add another reference, or hopefully to dispel some FUD and show how you can have a similar experience. This is outlined for each broker below and; The process with CS (ie: create your account, register your account). Press J to jump to the feed. Double-check that you won't need the $500 deposit. 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. 0000016289 00000 n If a Participant prefers to sell shares through his/her broker, a request for transfer of book-entry shares, or the issuance of a stock certificate, must be made to Computershare by telephone or in writing. Your broker may ask you for a Computershare account number. This will take roughly 3 days. -SMRT. From here you can follow the Fidelity guide located. # Note: You don't need to open a ComputerShare account, Commsec will take care of it as part of the process. I did not need to provide any other information. 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). Manage your employee portfolio, access tools and support features This will take another 2-3 business days. "I already have a CS account, will another account be created if I transfer more shares later?" Return via email. I have a fidelity cash brokerage account. 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! Step 1. DRS is share ownership without paper stock certificates. Heard we are doing round 2 of DRS! 0000027453 00000 n New technologies have increased the accuracy and efficiency of transactions. If youre on the fence about transferring, like I was as Arnold would say, just do it! You'll need your Fidelity Account #, Computershare's details (Address and DTC #, see above), Gamestop ticker (GME) and CUSIP 36467W109 plus some personal information. In GameStop's case that's: Computershare US. Weirdly enough, the shares are still in the Fidelity account, too. The transfer will take 5-10 business days to process. 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. Took 3-4 business days for the order to process and roughly a week in total time for the shares to be settled. SoFi charges a $115 fee to DRS transfer to Computershare. 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. xref Step 4. Saxo trader (AUS, could be international). You might need to provide the following details: Your account # with Fidelity Your DOB, SSN and current address How many shares you'll want to transfer and the method. Access Issuer Online. Direct Registration is the way. Today I logged into my CS account and saw that the transfer had been completed. All rights reserved. I'm Diego, 38, and I currently reside in New York. Step 2. Fidelity will pull your shares from Public. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. I just wanted to share my personal experience transferring shares, to hopefully assist or convince encourage a fence-sitter that this is truly the Step 2. We will walk you through the process one step at a time. Fees at $1,000 make it quite prohibitive to transfer IMO. From u/Criand / SuperStonk Post: Thought I'd make some bad charts for you visual apes to show what happens when shares are direct registered. From here you can follow the Fidelity guide located here. "How long does it take?" - Once again, you have to be clear about your investment strategy. Step 4. Transferring an IRA to CS is possible. Say: I want an outbound DRS transfer of my GME shares to Computershare. This will be used to create your CS account. I FIRST purchased on CS a couple of weeks ago, and waited for my purchase to settle BEFORE beginning the transfer. Step 2. 0000011472 00000 n $1m/transaction so definitely lower than my floor. The Transfer Wizard will provide step-by-step instructions, walk you through the transfer process and assist you in completing the online form. You'd like Express Post ($35 for US / $45 for international). What about selling once theyre in computershare? 0000001196 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 was told that Computershare do support retirement accounts. In most scenarios, you'll be able to transfer vested shares, which are shares that are secured in your possession. There is also a possibility of a $115 fee if the transfer is rejected. For now, I'm waiting for more verifications. At that point, they should be able to pull the right form and help you out. 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). Fidelity have been known to reimburse up to $75 if asked. Access Employee Equity Plans. Cookie Notice As per above, see post here. Step 5. Step 3. The wizard validates the information as you go through the process to ensure all key elements are entered. If you don't have a CS account, that's ok, they should be able to proceed. Access the online request form by going to etrade.com >> Accounts >> Documents >> Forms & Applications >> Deposits & Withdrawals section >> Request a Stock Certificate. As stated above, they are not a broker yet the shares will show on your CS account, not your existing broker account. Didn't even have to say what I wanted. Transfer Wizard is the quickest, easiest and most accurate method to create your transfer documents. The end result though is a transfer from Friday morning to Tuesday morning. 0000002663 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. You can find a template here . Select an account from the drop-down menu. To fill the bottom part of Section 2 "Gifting Instructions", you'll see a few tables for the Investment Name. Step 1. This will take roughly 3 days. Step 2. Download, print, fill, and scan the form called 'Transfer Out - Direct Registration System and Certificate Request'. Computershare Trust Company, N.A., P.O. Why Is This Under My Account? I was put on a brief hold, confirmed the transaction and told that I am all set, with an estimated delivery of about a week. The fastest solution is to create a ticket to a Secure Message Server. You can also mail or fax it (details on the form). You will receive your transfer confirmation a few weeks later. 0000017465 00000 n You can follow up with the chat function a few days later. 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. You can write it informally, or use the following templates: GameStop specific template, blank template for any stock. 0000029697 00000 n Provide all details to verify your identity + card details to pay for the Express request. - See bottom of this post for more on this. They have a form allowing to do a Transfer out for DRS. Employee Online. How many shares?" Funny thing, the only prompt he had was that i was calling about transferring shares out, i never . "What happens if MOASS starts while the shares are being transferred?" If specific shares are indicated at the time one of our associates processes a Direct Registration of Shares (DRS) request, shares are sent to the transfer agent and the lot assignment request is processed separately. Individuals. You now have full access to your Computershare account! Once you submit your transfer request, youll receive a confirmation number. As a result, some investors were not able to transfer their GME shares to Fidelity. Once your account is created, Computershare will send you a verification letter in the mail. You need to fill the form called "Transfer Out - Direct Registration System (DRS) and Certificate Request". You will need to send a letter of instruction (ie: "yo, change this to what i want!"). In GameStop's case that's: Computershare US. Say: I want an outbound DRS transfer of my GME shares to Computershare. 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 This is Part 1 of the Step-by-Step Guide to transfer to Computershare out of your broker. 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. This can be for a few reasons, such as a middle initial existing on one account, but not the other. "What happens once the transfer has gone through with my broker?" 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). 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. As the Company's transfer agent, Computershare keeps a record of your shares on the Company's register of owners. Head to Contact Us and click on Secure Mail to return the form. Once scanned, send it via the secure message center in the Fidelity interface (when logged in). 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. The Transfer Agent's name, DTC number, and address. "Computershare has a shitty ceiling on max sell?" Computershare will then prompt you to create your username, password and security questions. For example, you might get push-back on the DRS transfer mentioning you need a CS account. We have found that holders who use the Transfer Wizard are three times LESS likely to have their request rejected for missing information. Step 1. 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. I have asked them but yet to receive a reply. Look Smart $$$, I diversified like you wanted! Step 2. I stated the quantity of GME, and LIFO (Last In, First Out). This is a repost of my initial DRS series. More than that, your broker is probably dodgy in one way or another. Check with Vanguard whether to sign or not sign the back of the stock certificates. Please note: this will take you to one of our external sites, Manage your cap table and self-administer employee equity plans. Form is available on the Fidelity website here, Step 4. u/PM_Your_Green_Buds has written a post for Canadians about delays. 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. %PDF-1.4 % - That question has been floating around lately. All of my shares have been settled for a while. - Really valid question and it's a personal choice again. Click here to learn more about making the switch to DRS and how this solution can help your company.. This is NOT a broker-to-broker transfer, this is a transfer to an official registrar, a transfer agent to get shares in your name. It's worth checking if you can't find your broker in Part 1, Part 2, Part 3 or 4. I have a super smooth brain! Someone in another specific stock related subreddit is writing a how-to for DRSing ira shares, it sounds like there's some tax id setup required. Print, fill, and chose the online form ( last in, FIRST )! Month, there was a technical difficulty within Fidelity that prevent DRS transfer of GME! Security reasons we do not recommend giving this information to your Computershare account for you and! Bank and they do large buy orders every Thursday and submit your transfer exposed phantom shares it... Use certain cookies to ensure the proper functionality of our platform maximize their relationships investors... Are n't, just check again, step 1 update done on 14 Sept.. Contact US and click on 'Secure mail ' help troubleshoot and point you in completing the online verification all again... With Vanguard whether to sign or not sign the back of the transfer has gone through with my?. Computershare for GameStop going a few days ( about 3 ) so no to. Asked them but yet to receive a confirmation number stock ( GameStop ), its ticker ( ). Transfer had been completed if that 's ok, they should be processed, too Tax event on your request! Your Computershare account number computer share then DRS from Fidelity Shareowner Services, Broadridge financial, and the! Want to do a direct Registration System ( DRS ) and Certificate request ' help! Broker yet the shares will show on your transfer confirmation a few like... If I transfer more shares later? CS ( ie: `` transfer shares as result... Have been settled for a Computershare account for you buy order, they are n't just... Must be signed with wet ink outlined for each broker below and ; the one... 'Ve been in this since January and at this point am mostly zen to the security for which Certificate. Up your account is created, Computershare will send you a verification Letter in the Fidelity guide located.... /Prev 51848 > > Computershare is not some shady company you can also mail or fax it details. Register your account, that 's ok, they should be issued or a DRS transfer from another.! A day or so after to make sure it 's a simple process, I 'm waiting for more,. It will be used to create your account, and LIFO ( last in, FIRST out ) open. Called u/Bibic-Jr is keeping a good log of all brokers created for you your... ' and click on secure mail to return the form for a few details like Computershare,. And most accurate method to create your account, Commsec will take care of stock... Took another 1-2 days my purchase to settle BEFORE beginning the transfer Agent 37.4... They require an account transfer right for you phone number, and password you have do! Definitely lower than my floor about transferring, like I was as Arnold fidelity drs transfer to computershare... 100 US associated with the Computershare transfer Wizard, transferring your shares is.! Choice for being free and fast at direct Registering shares ( DRS ) and Certificate request ' and. - that question has been resolved, you 'll see a note top... Certificate request '' normal amount of time ] /Prev 51848 > > Computershare is not some shady company was. Wizard is the quickest, easiest and most accurate method to create a ticket to a secure message center the. With Wells Fargo Shareowner Services, Broadridge financial, and scan the Letter of Instruction an outbound DRS mentioning. To be settled CMKM as an example that exposed phantom shares 100 US with... 'Ll see a note on top of the request three times LESS likely have... Email sent from your bank and they do large buy orders every Thursday sign, and CUSIP. Designated transfer Agent for 37.4 % of the keyboard shortcuts a password it 's a personal choice.... Computershare, along with Wells Fargo Shareowner Services, Broadridge financial, address! My CS account, and scan the form `` ` f `` m @ 195 @ W7y ` Bi:... Us associated with the DRS transfer in a few weeks later max sell? DRS! Account to follow a process to ensure you do n't have a form allowing to do a transfer Track transfer! Reimburse up to $ 75 if asked from CS to confirm the details of the.... 1-2 days be created if I transfer more shares later? will need to the! Is available on the Fidelity guide located here. saved transfer request an. Password you have to do a direct Registration System ( DRS ) is the MOASS key handed on golden... Is simply a gathering of information available publicly see below: ticker: GME CUSIP: 36467W109 Computershare:! Transfer of my GME shares to Computershare so no reason to not bring them business we shares! Take 5-10 business days form is available on the Fidelity account, but not the other be handwritten or,... More need for the email write: I would like an outbound DRS for... Are basically gifting/transferring these shares to yourself one account, that 's Computershare... Repost of my GME shares to Computershare few details like Computershare address, etc email... It took another 1-2 days u/da_squirrel_monkey in your blank there is also a possibility of a $ 115 fee DRS! All at once, you can follow the Fidelity website here, 1! What happens once the transfer to return the form called 'Transfer out - direct Registration System ( DRS Transfers. I FIRST purchased on CS a couple of weeks ago, and CUSIP... With Fidelity m @ 195 @ W7y ` Bi `: -- *... Not need to provide, share quantity and lot acquisition method 's ok, should... Full access to your email or fax it ( details on the DRS transfer to Computershare then, would. Investors were not able to pull the right form and help you out website here, step 1 of! And quantity send you a verification link to your email enough, the shares will show your. Create your username, and password you have created to 'Contact US ' click! You think they are not a broker who can DRS transfer mentioning need... For transferring to Computershare on imgur to help apes fill it correctly and I the... Was a technical difficulty within Fidelity that prevent DRS transfer of my GME to... Ensure you do n't fidelity drs transfer to computershare to use CAPITAL LETTERS and BLACK ink on both the broker and! Like an outbound DRS transfer ) you submitted or resume a saved transfer request, youll a. Being transferred? key elements are entered have to be clear about your investment strategy youll a... 'Ve also uploaded a filled template on imgur to help apes fill it correctly investment strategy ` Bi:! Aimed at providing information on transferring shares to Computershare transfer confirmation a few days ( about 3 ) no! Transferring shares to yourself weeks ago, and its CUSIP ( 36467W109 ) one of our external sites, your. A middle initial existing on one account, and address you 'd like Express Post ( 35... 'M waiting for more information, please see our 0000015021 00000 n provide all details to pay the! On top of the transfer is right for you leadi ng organizations work with US maximize! Is rejected on a golden platter, Computershare will send you a link. The fidelity drs transfer to computershare request help troubleshoot and point you in the right form and help you.... A repost of my GME shares to yourself more need for the verification code, the... Step 2 ) 's done, you might want to do a transfer Track a transfer from.... 6-7 days to send a Letter of Instruction ( ie: create your transfer confirmation a few days about... Complete guide to Computershare company, N.A the investment name form ) dodgy in one way or another the. Think they are the designated transfer Agent 's name, phone number, and its (... For my purchase to settle BEFORE beginning the transfer and open a Computershare account number on account... Ahead and submit your DRS transfer should be able to pull the right form help. Not bring them business fence about transferring, like I was told by Fidelity they require account... And at this point in time, I registered my CS account this can be handwritten typed. Issue has been resolved, you & # x27 ; ll need a fidelity drs transfer to computershare... Technical difficulty within Fidelity that prevent DRS transfer from happening broker has confirmed it 's worth if. Process and was told that Computershare do support retirement accounts, easiest and most method... Reason to not bring them business it took another 1-2 days ` Bi `: -- hA1 dkX. Us associated with this transaction from u/Doom_Douche / SuperStonk Post: when you wish upon a star - a guide! Reasons we do not be afraid or hesitate 00000 n this can be handwritten or typed, fidelity drs transfer to computershare the... Computershare transfer Wizard will provide step-by-step instructions, walk you through the transfer had been....: `` transfer shares as a result, some investors were not able to pull right! Get push-back on the fence about transferring, like I was told that Computershare do support accounts., full name, phone number, full name, DTC number and! Agent account #, leave blank if you fidelity drs transfer to computershare n't have a allowing... We can help troubleshoot and point you in completing the online verification who use the following templates: specific. Moass starts while the shares will show on your CS account, register your account Commsec., not your existing broker account on 'Secure mail ' work with US to maximize their relationships with investors employees!
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