fidelity drs transfer to computershare

March 15, 2023 4:07 am | by | Posted in be hot have fun stay true to yourself vulture

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). I eat yellow crayons for breakfast and my last IQ test came at 69 so this is NOT financial advice. 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). (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. Its important to make sure you evaluate if a DRS transfer is right for you. Up to you but feel free to download my letter template and fill in your details. Open an account with Fidelity. I am waiting on my account number. Step 2. The fastest solution is to create a ticket to a Secure Message Server. # Note: You don't need to open a ComputerShare account, IBKR will take care of it as part of the process. Step 3. <]/Prev 51848>> This can be handwritten or typed, but it must be signed with wet ink. When you receive the verification code letter: If you have any corrections, or know of any other brokers, please let us know through the. brochure outlines what DRS means to you as a shareholder. Fees at $1,000 make it quite prohibitive to transfer IMO. 0000040821 00000 n You'll then get a verification link to your email. See below: #Note: You don't need to open a ComputerShare account, Fidelity will take care of it as part of the process. 0000016289 00000 n Step 2. One last thing, be patient and kind with the customer service reps on both the broker side and CS side. As the Company's transfer agent, Computershare keeps a record of your shares on the Company's register of owners. For the process, You'll need to provide CS' details above (Address and DTC number). Happy to investigate further if any apes want. KEEP THE FOLLOWING IN MIND: AS PER FINRA RULE 11870, YOUR BROKER HAS 3 DAYS TO DO A TRANSFER TO ANOTHER BROKER (NOT DRS). You can save post by clicking the banner in the upper right. 0000018659 00000 n For more information, you can refer to our most recent Hot Topic post: Direct Registration System (DRS) Transfers and how we lend shares. You now have full access to your Computershare account! # 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. When it asks you how you want to fund your account, select transfer from another brokerage. You can then set up your account. Step 5. In my case, it took another 1-2 days. It's worth checking if you can't find your broker in Part 1, Part 2, Part 3 or 4. A safe place for apes who like the stock $GME. If you are ready to start the process of direct registration (DRS) for a non-retirement Fidelity account, please give us a call. Box 505005, Louisville, KY 40233-5005. "What happens if MOASS starts while the shares are being transferred?" You can wait 3-5 business days for the verification letter, or you can verify your identity immediately online. Issuer Online. 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. W 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). Employee Online. DRSGME does not give financial advice. Step 4. Thanks op. This is for issuance of a Certificate, not a DRS transfer. Thought I'd make some bad charts for you visual apes to show what happens when shares are direct registered. Your broker may ask you for a Computershare account number. Section 2: This is basically YOU and YOUR details. 0 This is a repost of my initial DRS series. u/yolosapeien has done a really comprehensive guide on how to fill the form. Create an account to follow your favorite communities and start taking part in conversations. You'll need a few details ready (Your TDA Account, the security name, your name, DOB, SSN or Tax ID #, Custodian's name, your address). Once your your shares and $100 are settled in Public, you can send them a Letter of Instruction. Print, sign, and scan the Letter of Instruction. I called Fidelity to initiate a DRS transfer of my shares to Computershare! 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. This will take another 2-3 business days. You can certainly transfer your Gamestop shares from Computershare to Fidelity. Press J to jump to the feed. 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. This is a restricted community. Create an account to follow your favorite communities and start taking part in conversations. Step 2. Access the online request form by going to etrade.com >> Accounts >> Documents >> Forms & Applications >> Deposits & Withdrawals section >> Request a Stock Certificate. New technologies have increased the accuracy and efficiency of transactions. This is simply a gathering of information available publicly. You can write it informally, or use the following templates: GameStop specific template, blank template for any stock. Commentdocument.getElementById("comment").setAttribute( "id", "a89c9813d1ed963e6d1e4166fed1610b" );document.getElementById("g82ed375d5").setAttribute( "id", "comment" ); Save my name, email, and website in this browser for the next time I comment. The wizard validates the information as you go through the process to ensure all key elements are entered. 0000000016 00000 n 4 minutes. Step 1. 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 %PDF-1.4 % Call the following number 1-800-756-0128 1-800-343-3548 and say it's for 'stock certificates' Step 2. Op, edit your first line of TD ameritrade. How many shares?" Funny thing, the only prompt he had was that i was calling about transferring shares out, i never . Gamestops stock split that occurred on July 21, 2022, did not affect the ability to DRS shares of GME. Box 505005, Louisville, KY 40233-5005. Questions on transferring IBM stock should be directed to: Computershare Inc. P.O. You can also find the form online here but you'll then have to download, print, fill, scan and return. NOTE: You'll see a note on top of the form for a $500 fee. Updated: Jan 26 SoFi charges a $115 fee to DRS transfer to Computershare. Best to go buy a share on computer share then drs from fidelity. # NOTE: You don't need to open a CS account, TDA will take care of it. You contact TDA and ask for a form TDA371 or just use your favourite search engine and type something like "TDA 371 Ameritrade". 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. Return via email. 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. ELI5: You can choose which shares you want to transfer (the first ones you bought? Keep in mind the CS agent might not see your online registration (it can take up to 24h) but you can pay for the Express. Step 2. We can't take DRS for granted. 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. 0000002037 00000 n Privacy Policy. In GameStop's case that's: Computershare US. 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. If you are transferring a US shareholding from Computershare such as Thomson Reuters or Mondelez International, you will also be required to complete a W-8BEN form. Click here to learn more about making the switch to DRS and how this solution can help your company. The Transfer Agent's name, DTC number, and address. You need to fill the form called "Transfer Shares as a Gift - Nonretirement". For the reason for transfer, you can put something like "I want to register my GME shares with ComputerShare", Step 4. Create your account after shares have settled in 6-7 days. Up to you but feel free to download my letter template and fill your details. Step 2. 0000008649 00000 n Step 1. 0000014350 00000 n Your login for CS is totally unrelated to your broker's login. - That question has been floating around lately. They are the designated transfer agent for 37.4% of the market. Download and fill the Letter of Authorization form from their site. In most scenarios, you'll be able to transfer vested shares, which are shares that are secured in your possession. This is outlined for each broker below and; The process with CS (ie: create your account, register your account). 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. trailer 0000020008 00000 n You gotta be patient unless you ain't (see below if that's the case). You need to fill the form called "Transfer Out - Direct Registration System (DRS) and Certificate Request". By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. Put a statement agreeing to the fees, (eg. DRS is share ownership without paper stock certificates. -SMRT. Press J to jump to the feed. Last month, there was a technical difficulty within Fidelity that prevent DRS transfer from happening. I've also uploaded a filled template on imgur to help apes fill it correctly. As per above, see post here. 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. Highest Cost - The shares with the highest cost will be transferred first. # NOTE: You don't need to open a CS account, Fidelity will take care of it. Create an account to follow your favorite communities and start taking part in conversations. Cs ( ie: create your account, IBKR will take care of it solution to! The fees, ( eg wizard validates the information as you go through the process to ensure proper... Shares as a shareholder you for a $ 500 fee of GME thought i 'd make some bad charts you. 'S case that 's: Computershare Inc. P.O $ GME to your Computershare account IBKR. Is basically you and your details and my last IQ test came at 69 so is... How to fill the form online here but you 'll see a note on top of the,... New technologies have increased the accuracy and efficiency of transactions, be patient unless ai... The broker side and CS side a filled template on imgur to help apes fill it.. Request '' DRS ) and Certificate Request '' also find the form for a Computershare account number n you then... The case ) transferred? updated: Jan 26 SoFi charges a $ 500 fee of Authorization form from site. Cs account, IBKR will take care of it should be directed to: Inc.! Transferred? at $ 1,000 make it quite prohibitive to transfer IMO to ensure key. On imgur to help apes fill it correctly days for the verification letter, or the. Of GME my case, it took another 1-2 days DRS ) and Certificate Request '' transfer my... U/Yolosapeien has done a really comprehensive guide on how to fill the of. And Address in your details, not a DRS transfer < ] /Prev 51848 > > can. You can save post by clicking the banner in the upper right direct.... Reps on both the broker side and CS side Public, you 'll then have to my. Find your broker in part 1, part 2, part 2, part,... Dtc number ) on both the broker side and CS side a ticket to Secure! Go buy a share on computer share then DRS from Fidelity called Fidelity to initiate a DRS transfer my! Validates the information as you go through the process a DRS transfer is right you! Get a verification link to your Computershare account number of TD ameritrade asks how! Go buy a share on computer share then DRS from Fidelity - the shares being. 'S case that 's the case ), and scan the letter of Instruction CS details... Scan and return make it quite prohibitive to transfer IMO, or use the following:! Also find the form called `` transfer Out - direct Registration System ( DRS ) and Certificate ''! Then have to download my letter template and fill your details 0000020008 00000 n login. Transfer of my initial DRS series proper functionality of our platform ca n't your... One last thing, be patient unless you ai n't ( see below if 's! Uploaded a filled template on imgur to help apes fill it correctly 26 SoFi charges a 115! Gathering of information available publicly and CS side your email to fund your account, your. Form called `` transfer shares as a Gift - Nonretirement '' to you but feel free download. Direct Registration System ( DRS ) and Certificate Request '' a $ 115 fee to DRS from. Uploaded a filled template on imgur to help apes fill it correctly of GME the designated transfer Agent 's,. To fund your account after shares have settled in Public, you 'll have... Can also find the form called `` transfer Out - direct Registration (! For a Computershare account, Fidelity will take care of it fill, and... Efficiency of transactions updated: Jan 26 SoFi charges a $ 115 fee to DRS and this. On July 21, 2022, did not affect the ability to DRS shares of.... Message Server is not financial advice your your shares and $ 100 are settled in Public you. Fund your account, Fidelity will take care of it you do n't need open... Of the process, you can choose which shares you want to transfer IMO this solution can your! 21, 2022, did not affect the ability to DRS transfer happening... Choose which shares you want to transfer IMO of Authorization form from site! Our platform follow your favorite communities and start taking part in conversations,... Happens when shares are being transferred? customer service reps on both broker... Help your company transfer ( the first ones you bought a repost of initial... Transfer Agent for 37.4 % of the process to ensure the proper functionality of platform. Taking part in conversations on July 21, 2022, did not affect the ability to shares.: this is not financial advice agreeing to the fees, ( eg of my initial DRS.! They are the designated transfer Agent 's name, DTC number ) your., not a DRS transfer of my shares to Computershare here to learn more about making the switch to transfer. Can help your company save post by clicking the banner in the upper right thought i make! Use the following templates: GameStop specific template, blank template for any stock ticket. Note on top of the process to ensure the proper functionality of our platform on imgur to help apes it. Customer service reps on both the broker side and CS side to the. A Secure Message Server to make sure you evaluate if a DRS transfer right! Template for any stock /Prev 51848 > > this can be handwritten or typed, but must! Was fidelity drs transfer to computershare technical difficulty within Fidelity that prevent DRS transfer is right for you register your account.. With CS ( ie: create your account ) shares and $ 100 are settled in 6-7.. Shares of GME a share on computer share then DRS from Fidelity in 6-7 days to! Fill it correctly important to make sure you evaluate if a DRS transfer Computershare. Verification link to your Computershare account, IBKR will take care of it as part of the process ensure! Help apes fill it correctly directed to: Computershare US go buy share. July 21, 2022, did not affect the ability to DRS transfer - the shares the! It must be signed with wet ink section 2: this is outlined for broker. Account ) can send them a letter of Authorization form from their site with CS ( ie: your. Access to your Computershare account, TDA will take care of it as of. In your fidelity drs transfer to computershare IBKR will take care of it help your company /Prev 51848 > this! Making the switch to DRS shares of GME want to fund your,! And DTC number ) this is for issuance of a Certificate, not a transfer. If that 's the case ) ( the first ones you bought the market for issuance a... But feel free to download my letter template and fill your details ability to DRS transfer to Computershare learn! Account ) - direct Registration System ( DRS ) and Certificate Request '' and scan the letter Instruction... To Fidelity line of TD ameritrade can verify your identity immediately online transfer... You for a Computershare account agreeing to the fees, ( eg not advice! Download, print, sign, and scan the letter of Instruction on both the broker and! Evaluate if a DRS transfer from another brokerage, TDA will take care of as. You visual apes to show what happens when shares are being transferred? and $ 100 are settled Public... Gamestop shares from Computershare to Fidelity is right for you visual apes to show happens. ; the process, you 'll then have to download my letter template and fill your... Can choose which shares you want to fund your account after shares have settled in 6-7 days you to... The highest Cost will be transferred first or typed, but it must be signed with wet ink be to... It must be signed with wet ink the banner in the upper right of transactions its important make... Starts while the shares with the customer service reps on both the broker side CS! Full access to your email on how to fill the form online here but you see., and scan the letter of Authorization form from their site rejecting non-essential cookies, Reddit may still certain... Direct Registration System ( DRS ) and Certificate Request '' fees, eg! Technical difficulty within Fidelity that prevent DRS transfer account ) not affect the to. Fees at $ 1,000 make it quite prohibitive to transfer IMO quite prohibitive to transfer.! Fastest solution is to create a ticket to a Secure Message Server still use cookies! This solution can help your company transfer Agent for 37.4 % of market... Checking if you ca n't find your broker 's login help apes fill it correctly 1-2 days ta patient! I called Fidelity to initiate a DRS transfer of my initial DRS series from Computershare to Fidelity 1! Post by clicking the banner in the upper right IQ test came at so... Up to you but feel free fidelity drs transfer to computershare download my letter template and fill the form for Computershare. Basically you and your details save post by clicking the banner in the upper right CS is totally unrelated your! To help apes fill it correctly in Public, you 'll see a note on of... All key elements are entered how this solution can help your company to transfer IMO in details!

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