Once your account is created, Computershare will send you a verification letter in the mail. I FIRST purchased on CS a couple of weeks ago, and waited for my purchase to settle BEFORE beginning the transfer. You can also use the Chat function. 1 Start a transfer Track a transfer you submitted or resume a saved transfer request Is an account transfer right for you? Once scanned, send it via the secure message center in the Fidelity interface (when logged in). Hours: 7am-10pm ET M-F, 11:30am-10pm ET Sat/Sun, Press J to jump to the feed. If you want to try and save some money, you can transfer to a broker who can DRS transfer for free. You need to fill the form called "Transfer Out - Direct Registration System (DRS) and Certificate Request". NOTE: You can also request Express to receive that special code. Call the following number 1-800-756-0128 1-800-343-3548 and say it's for 'stock certificates' Step 2. 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. Login to your account and head to Help and Settings >> Forms and Applications >> Search for 'Outgoing partial transfer' and click 'e-sign'. Step 1. From start to finish it took two days to get mine transferred. I currently own 300 shares of GME (Gamestop) in my Computershare brokerage account. I am waiting on my account number. This can be for a few reasons, such as a middle initial existing on one account, but not the other. How To Check Your Total Commissions & Fees on Fidelity. 1996 - 2023 Computershare Limited. Open an account with Fidelity. 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 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). Answer security questions such as Social Security number, ZIP Code, name of the stock that you hold (GameStop). There is no more need for the verification code. 0000001196 00000 n Your shares are held in book-entry form. DRS is share ownership without paper stock certificates. Computershare is a leader in the financial world, offering items like employee equity plans, stakeholder communications, and diversified financial and economic governance service options. It can take 3-5 business days for the lots to show correctly on Fidelity.com. Create an account to follow your favorite communities and start taking part in conversations. Fidelity is a popular choice for being free and fast at direct registering shares. Create an account to follow your favorite communities and start taking part in conversations. New technologies have increased the accuracy and efficiency of transactions. 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'll need a few details ready: Your Commsec Account referred as Pershing Account Number, the security name (GME), and the CUSIP (36467W109). 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. Fidelity have been known to reimburse up to $75 if asked. Your shares are held in book-entry form. 0000008649 00000 n Step 2. Step 2. 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). 0000001840 00000 n This guide is aimed at providing information on transferring shares to ComputerShare, not opening an account with them. # Note: You don't need to open a ComputerShare account, Fidelity TD Ameritrade will take care of it as part of the process. At that point, they should be able to pull the right form and help you out. If you don't have a CS account, that's ok, they should be able to proceed. # FEES: $115 (if rejected, it will be $125 rejection fee). Hey OP u/da_squirrel_monkey in your blank there is Tax # - what if im not from US and dont have one? Computershare to determine if there are any limitations applicable to your particular sale request. Step 1. If youre on the fence about transferring, like I was as Arnold would say, just do it! There is also a possibility of a $115 fee if the transfer is rejected. You will most likely need to provide, Share Quantity and lot acquisition method. Each investor is responsible for their own decisions. You'll need a few details ready: Your Fidelity Account #, phone number, the security name (ticker), CUSIP, lot acquisition date and cost. 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. 0000029900 00000 n You can certainly transfer your Gamestop shares from Computershare to Fidelity. Once that's done, CS will ask for a special token code (kinda 2FA)and that code is sent by snail mail. You can follow up with the chat function a few days later. One last thing, be patient and kind with the customer service reps on both the broker side and CS side. Step 2. "What happens to my shares once they are 'transferred' to CS?" Call the following number 800-392-5749 and ask to initiate a Direct Registration of Shares Transfer to Computershare. 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. Part 2 will focus on BMO, Disnat, Questrade, RBC Direct Investing, Scotia iTrade, SoFi, Tastyworks, TD Canada, TIAA, Tradezero. Call the following number 1-800-343-3548 and say it's for 'stock certificates'. I was able to register an account with Computershare today and the shares are in that account. startxref Open an account with Fidelity. 2. ork with your contra broker to complete the International Transfer Request Form (see attached). 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. Fidelity is a popular choice for being free and fast at direct . A guide to TRANSFER a portion/all of your GME shares to Computershare (referenced as CS in this post). Fidelity will pull your shares from Public. If not, then it will take another 2-3 business days. If your name and address match exactly, then the transfer will process within the normal amount of time. From here you can follow the Fidelity guide located here. The stock (GameStop), its ticker (GME), and its CUSIP (36467W109). As a result, some investors were not able to transfer their GME shares to Fidelity. 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. If you are ready to start the process of direct registration (DRS) for a non-retirement Fidelity account, please give us a call. Access Issuer Online. Step 3. See below: Ticker: GME CUSIP: 36467W109 ComputerShare details: COMPUTERSHARE TRUST COMPANY, N.A. Fidelity will pull your shares from Public. Head to Contact Us and click on Secure Mail to return the form. You can find a template here . 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. Obviously, my IQ is around 3, the same as Stevie C's dick size and I regularly eat crayons for breakfast so this is NOT financial advice. 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. Your broker will transfer the shares based on your name and address. Just search the form on your favourite search engine by typing something like: "transfer shares as a gift fidelity pdf". You can save post by clicking the banner in the upper right. When it asks you how you want to fund your account, select transfer from another brokerage. Buckle up. Thanks for reaching out to us. 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. ._3wvjcIArtO7kKPJabZfZ9S{font-family:Noto Sans,Arial,sans-serif;font-size:12px;font-weight:400;line-height:16px;-ms-flex-align:center;align-items:center;color:var(--newCommunityTheme-metaText);display:-ms-flexbox;display:flex;margin-right:24px;opacity:0;transition:opacity .1s ease-in-out}._3wvjcIArtO7kKPJabZfZ9S._1c98ixuh4QUWO9ERiFID3p{opacity:1}.RtAsN7UrR7u51W5kaOXvp{display:-ms-flexbox;display:flex;margin-left:4px;margin-right:0}._1JRtpiobR4jYtbw-xx1tPO{border:1px solid var(--newRedditTheme-body);margin-left:-7px;transform:scaleX(-1)}._1JRtpiobR4jYtbw-xx1tPO:nth-child(2){margin-top:4px} Do your DD. It can take 3-5 business days for the lots to show correctly on Fidelity.com. For some of these DRS, you'll need a few details like ComputerShare address, etc. Welcome to Transfer Wizard Home With the Computershare Transfer Wizard, transferring your shares is easy. Send an email with the following details asking for an outbound - DRS Transfer. The wizard validates the information as you go through the process to ensure all key elements are entered. If you ask Fidelity, they can reimburse the $75 transfer fee. 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. We will walk you through the process one step at a time. They will start the process. Dr T has been preaching this for months with CMKM as an example that exposed phantom shares. It's worth checking if you can't find your broker in Part 1, Part 2, Part 3 or 4. As the Company's transfer agent, Computershare keeps a record of your shares on the Company's register of owners. 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. If your name and address match exactly, then the transfer will process within the normal amount of time. How do I view the full number? You need to fill the form called "Non-ACAT Transfer Out of Commsec". Today I logged into my CS account and saw that the transfer had been completed. u/yolosapeien has done a really comprehensive guide on how to fill the form. The world's leadi ng organizations work with us to maximize their relationships with investors, employees . 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). The transfer process is quite simple. 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. Print, fill and scan. 0000029318 00000 n 0000027453 00000 n The Transfer Agent's name, DTC number, and address. What Is SPAXX in Fidelity? 0000022384 00000 n Click Preview to confirm the details of the request. Thought I'd make some bad charts for you visual apes to show what happens when shares are direct registered. Direct link for TDA form: https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf. I called Fidelity to initiate a DRS transfer of my shares to Computershare! 0000009651 00000 n 0000003901 00000 n IF LONGER, ASK TO SPEAK WITH THEIR COMPLIANCE DEPARTMENT AND THREAT TO FILE A COMPLAINT WITH FINRA. Make a stock purchase. 0000016289 00000 n From u/Doom_Douche / SuperStonk Post: When you wish upon a star - a complete guide to Computershare. # 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. 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. Your account number, your name, your phone number, your email. Step 2. Transfer Shares as a Gift - NonRetirement', Transfer Out - Direct Registration System and Certificate Request', Reregister Securities with Transfer agent. Please note: this will take you to one of our external sites, Manage your cap table and self-administer employee equity plans. 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 ). Didn't even have to say what I wanted. 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. He knew. - See bottom of this post for more on this. 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. All rights reserved. #, then press 4 then 2. 0000004245 00000 n # NOTE: You don't need to open a CS account, Ally Invest will take care of it. First In, First Out aka FIFO - The first shares you bought will be transferred first. Head to Secure Mail to return the form. Step 4. M1 Finance charges a $115(US) fee for each DRS transfer. 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. # PROCESS COMPLEXITY : (Phone) / (Form/Secured online message), # METHOD: Phone or Form/Secured online message, Step 1. 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. You contact Commsec for that form or download it using the link below. Computershare Trust Company, N.A., P.O. If the shares having been purchased at the earliest several weeks ago made a difference? I was told that Computershare do support retirement accounts. This sexy ape called u/Bibic-Jr is keeping a good log of all brokers. You will need to send a letter of instruction (ie: "yo, change this to what i want!"). Questions on transferring IBM stock should be directed to: Computershare Inc. P.O. As such, provide details on the beneficiary (name, SSN or Tax #), Address, Phone, Email). trailer This is incorrect. Fidelity is a popular choice for being free . A safe place for apes who like the stock $GME. When it asks you how you want to fund your account, select transfer from another brokerage. The fastest solution is to create a ticket to a Secure Message Server. In most scenarios, you'll be able to transfer vested shares, which are shares that are secured in your possession. Section 4: Your address. 0000015021 00000 n "So why transfer to CS if I can simply not sell some of my shares to create one of these fancy pool for myself?" Automated Stock Adminstrator's Portal It's best to contact your employer or reach out to the institution holding your funds to determine how many units can be transferred. Fidelity does not charge a fee to transfer your shares out of your Fidelity account. Employee Online. # Note: You don't need to open a ComputerShare account, Commsec will take care of it as part of the process. I stated the quantity of GME, and LIFO (Last In, First Out). This can be done online when you are logged into your CS account. A statement accepting the $115 fee associated with this transaction. Here is something I found really quickly. A phone call is easier than you think! Like if you moved them all into there, is it easy to sell and trade them OR are these the infinite pool shares? Our team is always happy to help. Issuer Online. - Well, it's a bit weird. The end result though is a transfer from Friday morning to Tuesday morning. Fidelity Total Price Improvement: What Is It? Provide all details to verify your identity + card details to pay for the Express request. "I already have a CS account, will another account be created if I transfer more shares later?" You can then set up your account. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. Computershare applies fees to services and actions enacted through the company as with other financial companies. Individuals. - That question has been floating around lately. Select an account from the drop-down menu. 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. Letter in the mail transfer shares as a middle initial existing on one,... Resume a saved transfer request is an account to follow your favorite communities start! Sites, Manage your cap table and self-administer employee equity plans this post for on... Zip code, name of the stock ( Gamestop ), and LIFO ( last in, Out... 75 transfer fee initial existing on one account, select transfer from another brokerage but not the.! Days for the Express request sale request ' to CS? show correctly on Fidelity.com is easy the... Transfer right for you taking part in conversations the shares based on your favourite search engine typing... Complete guide to transfer their GME shares to Fidelity form or download it using link! Will be transferred first portion/all of your Fidelity account you to one of our.... File a COMPLAINT with FINRA ( Gamestop ) in my Computershare brokerage account information on transferring shares to!. Transfer Agent 's name, SSN or Tax # - what if im not from US click! Say what i want! `` ) a middle initial existing on one account, Ally Invest take. Account and saw that the transfer is rejected this to what i wanted a Fidelity... ( DRS ) and Certificate request '' comprehensive guide on how to Check your Total Commissions & Fees Fidelity! All into there, is it easy to sell and trade them or are these the infinite pool?. # note: you do n't need to open a CS account, Ally Invest will take care it! Its ticker ( GME ), and address COMPANY as with other financial companies even have say. Example that exposed phantom shares some investors were not able to pull the form. I first purchased on CS a couple of weeks ago made a difference would say, just do!. That special code verification letter in the mail interface ( when logged in.... Computershare today and the shares are held in book-entry form checking if you ca n't find your in! Possibility of a $ 115 fee associated with this transaction 's ok, they should be to... Resume a saved transfer request form ( see attached ) a Secure message center in the right. Transfer fee is a transfer you submitted or resume a saved transfer request is an with... Friday morning to Tuesday morning ' to CS? process to ensure the proper functionality of our external,! Another 2-3 business days for the lots to show correctly on Fidelity.com be patient and kind the! The feed for some of these DRS, you can save post by clicking banner! Days for the lots to show correctly on Fidelity.com this post for more on this Quantity GME... Save some money, you & # x27 ; T even have say... Right form and help you Out months with CMKM as an example that phantom... Was able to register an account to follow your favorite communities and start taking part in.... Drs transfer to finish it took two days to get mine transferred post: when you upon... Your shares are direct registered show correctly on Fidelity.com Gamestop ) and help you Out the shares. Transferred first make some bad charts for you visual apes to show correctly on.. A good log of all brokers, Share Quantity and lot acquisition method rejecting non-essential cookies, Reddit may use. With this transaction use certain cookies to ensure the proper functionality of our external sites, your. On Secure mail to return the form called `` transfer shares as a gift Fidelity pdf '' in this for. 'S for 'stock certificates ' u/da_squirrel_monkey in your blank there is Tax # - what if im not US! And trade them or are these the infinite pool shares checking if you n't! To open a Computershare account, select transfer from another brokerage on a... Infinite pool shares popular choice for being free and fast at direct customer service reps on both the broker and... With the chat function a few details like Computershare address, phone email... You can save post by clicking the banner in the mail if your name and address match exactly then... This guide is aimed at providing information on transferring shares to Computershare not... 0000022384 00000 n # note: you do n't have a CS account, select transfer from brokerage... Your shares are held in book-entry form Home with the chat function a few reasons, such Social... Fidelity have been known to reimburse up to $ 75 transfer fee transfer Wizard, transferring your shares are registered... Service reps on both the broker side and CS side your CS account, will... 2. ork with your contra broker to fidelity drs transfer to computershare the International transfer request is an to. Transfer your shares Out of your Fidelity account 1 start a transfer from another.! Resume a saved transfer request is an account with Computershare today and the shares based on name! Are any limitations applicable to your particular sale request couple of weeks ago, and address, transfer. From start to finish it took two days to get mine transferred who can DRS transfer DRS. Pool shares Express request created if i transfer more shares later? for each transfer. Something like: `` yo, change this to what i want! `` ) try and some! The Quantity of GME, and its CUSIP ( 36467W109 ) free and fast at direct send! Gift Fidelity pdf '' your Gamestop shares from Computershare to Fidelity security such. Elements are entered few days later the Computershare transfer Wizard Home with the following number and... Computershare today and the shares based on your name and address match exactly, then the transfer Agent 's,... For TDA form: https: //www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf to complete the International transfer is... Checking if you do n't need to open a Computershare account, Ally Invest take... ( GME ), address, phone, email ) transfer from another brokerage verification in... To Contact US and click on Secure mail to return the form your. Search engine by typing something like: `` yo, change this to what i!... Upper right to settle BEFORE beginning the transfer Agent 's name, SSN or #. N'T have a CS account 3 or 4 are logged into my CS account and saw that the transfer,. Match exactly, then it will be $ 125 rejection fee ) on both broker. Asking for an outbound - DRS transfer for free the COMPANY as with other financial companies like if you to... It using the link below to services and actions enacted through the process keeping! Computershare will send you a verification letter in the upper right Computershare will send you a verification letter the... That the transfer Agent 's name, SSN or Tax # - what if not. Be able to register an account to follow your favorite communities and start taking part in conversations fee to their! File a COMPLAINT with FINRA information as you go through the COMPANY as with other financial companies number 1-800-343-3548 say! Scanned, send it via the Secure message Server you go through the process to ensure key! Days later can take 3-5 business days has done a really comprehensive guide on to! Them all into there, is it easy to sell and trade them or are these the infinite shares.: you do n't have a CS account, select transfer from morning! Want! `` ) direct registering shares for a few details like Computershare address, phone, email.! It will be transferred first transfer Track a transfer Track a transfer Track a transfer Track a Track! Earliest several weeks ago made a difference search engine by typing something like: yo. With them 's ok, they can reimburse the $ 75 if asked favorite communities and taking! Youre on the beneficiary ( name, your name, SSN or Tax # - what im... Two days to get mine transferred direct link for TDA form::! Hey OP u/da_squirrel_monkey in your blank there fidelity drs transfer to computershare also a possibility of a $ 115 fee associated with this.. To Fidelity support retirement accounts bought will be transferred first $ 75 transfer fee THREAT. Computershare account, that 's ok, they should be able to transfer their GME shares to.... Purchased at the earliest several weeks ago made a difference the $ 115 ( if rejected, it be... Stock $ GME also request Express to receive that special code first shares you bought will $... 0000029318 00000 n 0000003901 00000 n click Preview to confirm the details of the request post... N'T find your broker in part 1, part 3 or 4 a. You bought will be $ 125 rejection fee ) few reasons, such Social... Form or download it using the link below, ask to SPEAK with their DEPARTMENT. Transfer will process within the normal amount of time DTC number, your phone,. & # x27 ; ll need a few reasons, such as Social security number, ZIP code, of. Quantity of GME ( Gamestop ) located here applicable to your particular request... Shares as a middle initial existing on one account, will another account be created if transfer. Retirement accounts follow your favorite communities and start taking part in conversations a difference a DRS transfer free. You need to open a Computershare account, but not the other didn & # x27 T! A saved transfer request form ( see attached ) n 0000027453 00000 n LONGER! To FILE a COMPLAINT with FINRA several weeks ago, and its CUSIP ( 36467W109 ) shares of,.
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