How many shares?" Funny thing, the only prompt he had was that i was calling about transferring shares out, i never . When your broker has confirmed it's done, you will not hear from CS to confirm it's completed. 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). Login using the username, and password you have created. Do your DD. Fidelity is a popular choice for being free and fast at direct registering shares. You can also find the form online here but you'll then have to download, print, fill, scan and return. 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. Step 2. DTC# 7807. 0000011472 00000 n
I noticed it doesn't work if your postcode as letters in it. The process was so completely easy from start to finish. They don't have a form but based on what other brokers are asking, you want to anticipate and provide all the details. They have a form allowing to do a Transfer out for DRS. Indicate the number of shares for which certificates should be issued or a DRS transfer should be processed. They are the designated transfer agent for 37.4% of the market. At that point, they should be able to pull the right form and help you out.
DTC# 7807. 0000001539 00000 n
Please note: this will take you to one of our external sites, Manage your cap table and self-administer employee equity plans. This is Part 1 of the Step-by-Step Guide to transfer to Computershare out of your broker. Return. So read the questions carefully. Stock markets around the world are moving to electronic recordkeeping. The broker and Computershare will take care of the transfer and open a Computershare account for you. If you are ready to start the process of direct registration (DRS) for a non-retirement Fidelity account, please give us a call. 0000016289 00000 n
Access Issuer Online. Call the following number 1-800-756-0128 1-800-343-3548 and say it's for 'stock certificates' Step 2. 0000029900 00000 n
For the email write: I would like an outbound DRS transfer as detailed in the attached Letter of Instruction. This is a repost of my initial DRS series. Step 2. If you want to try and save some money, you can transfer to a broker who can DRS transfer for free. In all three cases, you'll get the same ACATS form. Employee Online. Fidelity to Computershare DRS transfer. 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. 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. Fidelity will pull your shares from Firstrade. 0000000016 00000 n
The Transfer Agent's name, DTC number, and address. You can also use the Chat function. I was connected to an agent, stated that "the purpose of my call [is] to transfer shares, or DRS, to computershare". (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. 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. How do I view the full number? 0000003800 00000 n
- Well, it's a bit weird. Say: I want an outbound DRS transfer of my GME shares to Computershare. Make sure you understand if that works for you and call it out to them if not. 0000015021 00000 n
Hours: 7am-10pm ET M-F, 11:30am-10pm ET Sat/Sun, Press J to jump to the feed. You gotta be patient unless you ain't (see below if that's the case). See page 14 for contact information. Once your account is created, Computershare will send you a verification letter in the mail. Investor Center. I won't be tempted to touch them. NOTE: You can also request Express to receive that special code. Your broker will transfer the shares based on your name and address. The transfer process is quite simple. You'll need a few details ready: Your Commsec Account referred as Pershing Account Number, the security name (GME), and the CUSIP (36467W109). You've got this! Public charges a $100(US) fee for each DRS transfer. 0000023128 00000 n
Questions on transferring IBM stock should be directed to: Computershare Inc. P.O. They should have a secured message center. #, then press 4 then 2. We have found that holders who use the Transfer Wizard are three times LESS likely to have their request rejected for missing information. 0000029697 00000 n
ELI5: You can choose which shares you want to transfer (the first ones you bought? Up to you but feel free to download my letter template and fill your details. 1996 - 2023 Computershare Limited. I have a fidelity cash brokerage account. Answer security questions such as Social Security number, ZIP Code, name of the stock that you hold (GameStop). Step 3. Done UPDATED 19/09 5:15pm GMT+10 -Transfer from TD Ameritrade I just wanted to share my personal experience transferring shares, to hopefully assist or convince encourage a fence-sitter that this is truly the You can wait 3-5 business days for the verification letter, or you can verify your identity immediately online. Step 5. Login to CS website and try registering online (2) (you might need a VPN or overwrite the default country redirect (1). Transfer Wizard is the quickest, easiest and most accurate method to create your transfer documents. Its a pretty quick and easy phone call and I think the quickest to get it done out of all brokers. Home Support Articles How to DRS Your GME Stock Share to Fidelity. Then you can enter the verification code. Said they've had several thousand individuals make this request. 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. Direct Registration System (DRS) Transfers and how we lend shares. 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). DRS is share ownership without paper stock certificates. # FEES: $115 (if rejected, it will be $125 rejection fee). Don't risk delays. Investor Centre. A guide to TRANSFER a portion/all of your GME shares to Computershare (referenced as CS in this post). Step 4. Why don't Fidelity support transferring retirement shares via DRS? 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. 0000018659 00000 n
This Part 1 covers the biggest US brokers as well as the process to register IRA shares. You now have full access to your Computershare account! You can also do Online form, Step 1. Click here to learn more about making the switch to DRS and how this solution can help your company.. . "I already have a CS account, will another account be created if I transfer more shares later?" YOU TRANSFER TO ANOTHER BROKER WHO CAN DO IT FASTER (Personally, I like Fidelity): In that case, you could initiate a broker to broker transfer (Transfer from your original broker to the new broker (ie: Fidelity). This can be handwritten or typed, but it must be signed with wet ink. Step 2. Step 1. 0000012256 00000 n
Access the online request form by going to etrade.com >> Accounts >> Documents >> Forms & Applications >> Deposits & Withdrawals section >> Request a Stock Certificate. Open an account with Fidelity. Hope this clears things up! . 0000029318 00000 n
A phone call is easier than you think! Step 1. 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). %PDF-1.4
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Welcome to Transfer Wizard Home With the Computershare Transfer Wizard, transferring your shares is easy. I did not need to provide any other information. I have a super smooth brain! Say: I agree to the $115 fee to DRS transfer. You'll then get a verification link to your email. Weirdly enough, the shares are still in the Fidelity account, too. At this point in time, I registered my CS account, and chose the online verification. If you are not planning on selling these, why do you care if they are in transit? P.O. You would have to deal with CS in the US. brochure outlines what DRS means to you as a shareholder. It's seriously retard-proof. Step 1. 0000021240 00000 n
Make it clear you just transferred shares, do not have a registration yet, and don't want to wait for regular post. This guide is aimed at providing information on transferring shares to ComputerShare, not opening an account with them. - See bottom of this post for more on this. You contact TDA and ask for a form TDA371 or just use your favourite search engine and type something like "TDA 371 Ameritrade". There is no more need for the verification code. 0000011728 00000 n
Both transfers were great customer service and they have a happy customer. Step 1. u/yolosapeien has done a really comprehensive guide on how to fill the form. Head to Contact Us and click on Secure Mail to return the form. Log to brokerage account and click on the mail icon to the right of your screen >> Send Documents through secure mail >> Attach the LoI (paperclick icon) >> Send >> Folders, Your ticket will be allocated to your broker. This is incorrect. 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. They have a form allowing to do a Transfer out for DRS (see step 2). 0000020008 00000 n
Access Employee Equity Plans. Computershare Trust Company, N.A., P.O. 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. I think they've outsourced some of their live support due to increased volume. You now have full access to your Computershare account! You can certainly transfer your Gamestop shares from Computershare to Fidelity. ComputerShare is not some shady company. All rights reserved. If you bought all your shares all at once, you probably just need to fill one table. I eat yellow crayons for breakfast and my last IQ test came at 69 so this is NOT financial advice. 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