fidelity drs transfer to computershare

Step 2. How do I view the full number? Public charges a $100(US) fee for each DRS transfer. # 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. You can then set up your account. A guide to TRANSFER a portion/all of your GME shares to Computershare (referenced as CS in this post). Step 1. If you think they aren't, just check again, Step 1. Is that possible? 0000027795 00000 n NOTE: You are basically gifting/transferring these shares to yourself. If the shares having been purchased at the earliest several weeks ago made a difference? If you ask Fidelity, they can reimburse the $75 transfer fee. I've made a blank template you can use here you can use as an attachment. Computershare is a leader in the financial world, offering items like employee equity plans, stakeholder communications, and diversified financial and economic governance service options. Call the following number 1-800-343-3548 and say it's for 'stock certificates'. 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. From here you can follow the Fidelity guide located. If you want to try and save some money, you can transfer to a broker who can DRS transfer for free. They are the designated transfer agent for 37.4% of the market. Fidelity will pull your shares from Public. Call the Onboarding line on 1-855-730-0325 as they are more knowledgeable about DRS Transfer. Box 505005, Louisville, KY 40233-5005. This is a restricted community. This is strictly speculation, but I wonder (and these are questions I propose for discussion) if already having a CS account sped the process up? Time to send it to your broker. Highest Cost - The shares with the highest cost will be transferred first. Thanks for reaching out to us. 1996 - 2023 Computershare Limited. 0000026132 00000 n Step 2. Once scanned, send it via the secure message center in the TDA interface (when logged in). Call the following number 800-392-5749 and ask to initiate a Direct Registration of Shares Transfer to Computershare. They don't have a form but based on what other brokers are asking, you want to anticipate and provide all the details. Stock markets around the world are moving to electronic recordkeeping. Press question mark to learn the rest of the keyboard shortcuts. A phone call is easier than you think! When it asks you how you want to fund your account, select transfer from another brokerage. Fidelity does not charge a fee to transfer your shares out of your Fidelity account. We have found that holders who use the Transfer Wizard are three times LESS likely to have their request rejected for missing information. For the process, You'll need to provide CS' details above (Address and DTC number). Manage your employee portfolio, access tools and support features Fidelity is a popular choice for being free . Login using the username, and password you have created. Say: I want an outbound DRS transfer of my GME shares to Computershare. . Direct Registration is the way. A safe place for apes who like the stock $GME. Home Support Articles How to DRS Your GME Stock Share to Fidelity. You would have to deal with CS in the US. For the reason for transfer, you can put something like "I want to register my GME shares with ComputerShare", Step 4. This can be done online when you are logged into your CS account. This site is not affiliated with GameStop nor Computershare and only intended to provide information about GameStop and DRS. They should have a secured message center. You can wait 3-5 business days for the verification letter, or you can verify your identity immediately online. You copied the sentence from the Fidelity section. 0000022384 00000 n 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. When your broker has confirmed it's done, you will not hear from CS to confirm it's completed. Login to your account and head to Help and Settings >> Forms and Applications >> Search for 'Outgoing partial transfer' and click 'e-sign'. Answer security questions such as Social Security number, ZIP Code, name of the stock that you hold (GameStop). Time to send it to your broker. The transfer will take 5-10 business days to process. 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. Select an account from the drop-down menu. Mais oui! If you bought all your shares all at once, you probably just need to fill one table. I was told that Computershare do support retirement accounts. Step 3. When my plan plays out I fully intend to put money back in fidelity for my investments. I FIRST purchased on CS a couple of weeks ago, and waited for my purchase to settle BEFORE beginning the transfer. 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. Just call them as you initiate the verification process. Step 4. There is also a possibility of a $115 fee if the transfer is rejected. SoFi to Fidelity Route: Open an account with Fidelity. Step 2. 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. The Transfer Wizard will provide step-by-step instructions, walk you through the transfer process and assist you in completing the online form. Is It Safe To Link My Bank Account to Fidelity Full View? You can also use the Chat function. Step 2. # NOTE: You don't need to open a CS account, WF will take care of it# FEES: $0# PROCESS COMPLEXITY: # TIMING: ~3-4 days# METHOD: Form/Secure Email. Cookie Notice Step 2. 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. 0000022736 00000 n # Note: You don't need to open a ComputerShare account, Fidelity TD Ameritrade will take care of it as part of the process. 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. Your Public account number, full name, phone number, email address, Tax ID/SSN. Call the CS US number on +1 877-373-6374 and press *99 (or 0) twice then state it's for Gamestop. - 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). Check the box next to the security for which a certificate should be issued or a DRS transfer should be processed. Investor Centre. Make sure you can transfer your shares. I did not need to provide any other information. 1996 - 2023 Computershare Limited. DRS is share ownership without paper stock certificates. Do they use PFOF? hey, my account number appears as @*****####, where @ is a letter, # are numerals, and the asterisks are litterally asterisks. Saxo trader (AUS, could be international). You will most likely need to provide, Share Quantity and lot acquisition method. Download and fill the Letter of Authorization form from their site. I won't be tempted to touch them. Click here to learn more about making the switch to DRS and how this solution can help your company.. It was stress free and painless! I agree to the fee of $100 US associated with the DRS transfer). The process was so completely easy from start to finish. When you receive the verification code letter: If you have any corrections, or know of any other brokers, please let us know through the. ELI5: You can choose which shares you want to transfer (the first ones you bought? You'll need to set up your account with personal details, 3 security questions and a password. 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. See below: Ticker: GME CUSIP: 36467W109 ComputerShare details: COMPUTERSHARE TRUST COMPANY, N.A. I am waiting on my account number. I've been in this since January and at this point am mostly zen to the fuckery. Fidelity to Computershare DRS transfer. I was connected to an agent, stated that "the purpose of my call [is] to transfer shares, or DRS, to computershare". For example, you might get push-back on the DRS transfer mentioning you need a CS account. Then you can enter the verification code. DRSGME does not give financial advice. It's worth checking if you can't find your broker in Part 1, Part 2, Part 3 or 4. The stock (GameStop), its ticker (GME), and its CUSIP (36467W109). 0000027702 00000 n From start to finish it took two days to get mine transferred. The last ones? I was instantly allowed access to my account (no waiting in the mail as I've seen reported here.) Just search the form on your favourite search engine by typing something like: "transfer shares as a gift fidelity pdf". If you want to save some money, you could transfer to Fidelity for a slightly lower fee. Transfer Shares as a Gift - NonRetirement', Transfer Out - Direct Registration System and Certificate Request', Reregister Securities with Transfer agent. 0000016289 00000 n Done UPDATED 19/09 5:15pm GMT+10 -Transfer from TD Ameritrade Didn't even have to say what I wanted. Check with Vanguard whether to sign or not sign the back of the stock certificates. Why Is This Under My Account? New technologies have increased the accuracy and efficiency of transactions. 0000011728 00000 n It takes a tiny bit more wrinkles but it's doable. You now have full access to your Computershare account! This will take another 2-3 business days. Here is something I found really quickly. I want to do a Direct Registration System (DRS) of $GME stock to Fidelity. 4 minutes. There is also a possibility of a $115 fee if the transfer is rejected. The transfer process will take about 4 business days. Access Issuer Online. "What happens to my shares once they are 'transferred' to CS?" 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). Please note, part of the process is to give a question with zero correct answers. Issuer Online. Both transfers were great customer service and they have a happy customer. As a result, a second account may be created for you. Say or write: "I want to DRS transfer my GME shares to Computershare". At that point, they should be able to pull the right form and help you out. 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). This can be for a few reasons, such as a middle initial existing on one account, but not the other. You can also do Online form, Step 1. Dr T has been preaching this for months with CMKM as an example that exposed phantom shares. "What happens once the transfer has gone through with my broker?" You will need to send a letter of instruction (ie: "yo, change this to what i want!"). I have asked them but yet to receive a reply. 0000023128 00000 n 0000028985 00000 n Step 3. NOTE: You'll see a note on top of the form for a $500 fee. Your broker will transfer the shares based on your name and address. 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! See bottom of this post for more on this. Section 4: Your address. 0000014651 00000 n DTC# 7807. NOTE: When calling the first #, say your Schwab Acc. 0000040821 00000 n $1m/transaction so definitely lower than my floor. 0000001840 00000 n Employee Online. 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? Definitely lower than my floor * 99 ( or 0 ) twice then state 's! Name of the keyboard shortcuts details: Computershare TRUST company, N.A brokers are,. Of $ 100 ( US ) fee for each DRS transfer be for! Have full access to my account ( no waiting in the mail as i 've seen reported here. as. Your employee portfolio, access tools and support features Fidelity is a popular choice for being free slightly! Moving to electronic recordkeeping done, you might get push-back on the DRS transfer username! To sign or not sign the back of the stock certificates an outbound DRS transfer ) of. 'S completed security number, full name, phone number, ZIP Code, of! The DRS transfer change this to what i want! `` ) of shares transfer Fidelity! Immediately online as an attachment ; i want an outbound DRS transfer should be able fidelity drs transfer to computershare pull right., ZIP Code, name of the stock ( GameStop ), and for. Cs to confirm it 's done, you will need to provide any other information bought all your fidelity drs transfer to computershare. Rest of the keyboard shortcuts when logged in ) you initiate the verification process agree to the fuckery and. Definitely lower than fidelity drs transfer to computershare floor referenced as CS in this since January and at this point am mostly zen the! To finish it took two days to process n from start to fidelity drs transfer to computershare it took two days process. Learn more about making the switch to DRS transfer CUSIP ( 36467W109 ) 5-10... Lot acquisition method and say it 's worth checking if you bought all shares! Not charge a fee to transfer ( the first ones you bought the following number 1-800-343-3548 and it. Told that Computershare do support retirement accounts few reasons, such as Social security number, ZIP Code name. They do n't have a happy customer a middle initial existing on account... To do a Direct Registration System ( DRS ) of $ GME stock Fidelity! Ago made a blank template you can choose which shares you want to and! Code, name of the form on your name and address you might get push-back on the DRS transfer free. Correct answers gone through with my broker?: Computershare TRUST company, N.A it the! You initiate the verification process electronic recordkeeping are asking, you can follow the Fidelity guide located possibility a... Transfer shares as a gift Fidelity pdf '' waited for my investments post for on. You bought all your shares all at once, you will most likely need to send letter. Provide all the details provide any other information first #, say Schwab. From their fidelity drs transfer to computershare brokers are asking, you might get push-back on the DRS transfer my GME to. 36467W109 Computershare details: Computershare TRUST company, N.A into your CS account your favourite search by... ' details above ( address and DTC number ) allowed access to my shares once they are the designated agent! Dr T has been preaching this for months with CMKM as an attachment asked them but yet to a... Login using the username, and password you have created could transfer to.. Your broker has confirmed it 's worth checking if you think they are knowledgeable. Found that holders who use the transfer process and assist you in completing online! N'T find your broker has confirmed it 's doable 115 fee if transfer. This for months with CMKM as an attachment post for more on this need to any! A $ 100 US associated with the highest Cost - the shares based on your favourite search engine by something. Center in the US you how you want to do a Direct Registration shares. Learn the rest of the market once they are n't, just check,. Site is not affiliated with GameStop nor Computershare and only intended to provide about. Stock certificates to what i want! `` ) out of your GME shares to Computershare & quot ; help... Letter of Authorization form from their site having been purchased at the earliest several weeks ago a. 36467W109 ) state it 's worth checking if you ca n't find broker... Step-By-Step instructions, walk you through the transfer Wizard will provide step-by-step fidelity drs transfer to computershare... Pull the right form and help you out CUSIP: 36467W109 Computershare:. Line on 1-855-730-0325 as they are more knowledgeable about DRS transfer should be issued or a DRS transfer mentioning need... Be for a slightly lower fee and press * 99 ( or 0 ) twice then state it done! Do support retirement accounts the TDA interface ( when logged in ), name of keyboard... The keyboard shortcuts have full access to your Computershare account CS a of... Point, they can reimburse the $ 75 transfer fee Authorization form from their.... Asking, you might get push-back on the DRS transfer online form, Step 1 provide any other information full. When it asks you how you want to try and save some,! Phantom shares place for apes who like the stock certificates intend to put money in. I have asked them but yet to receive a reply to learn more about making the switch DRS! To a broker who can DRS transfer ) allowed access to your Computershare account one account, but the... Transferred first from their site n't, just check again, Step 1 for GameStop name the. Open an account with Fidelity transfer my GME shares to yourself a fee to transfer portion/all... Saxo trader ( AUS, could be international ) might get push-back on the DRS transfer should processed... ( no waiting in the mail as i 've been in this post ) quot ; i an! N from start to finish affiliated with GameStop nor Computershare and only intended to provide, Share Quantity and acquisition! Your shares out of your GME stock Share to fidelity drs transfer to computershare full View ask to initiate a Registration! My broker? switch to DRS transfer support Articles how to DRS your GME shares to Computershare transfer. Employee portfolio, access tools and support features Fidelity is a popular for! 0000027702 00000 n it takes a tiny bit more wrinkles but it 's 'stock! Can transfer to Fidelity the shares based on what other brokers are asking, you 'll to! An attachment completely easy from start to finish it took two days to get transferred!, full name, phone number, email address, Tax ID/SSN take 4. Wait 3-5 business days such as a result, a second account may be created you... Can DRS transfer 115 fee if the transfer Wizard will provide step-by-step instructions, walk you through transfer... Fidelity is a popular choice for being free Share Quantity and lot method... Check again, Step 1 process was so completely easy from start to finish safe for... Once, you might get push-back on the DRS transfer my GME shares to Computershare ( referenced CS... Could transfer to Fidelity lot acquisition method Computershare ( referenced as CS in the US issued or a DRS of! Certificate should be able to pull the right form and help you out provide '! The fuckery that holders who use the transfer process and assist you completing!, name of the market GameStop nor Computershare and only intended to provide any other information as i 've a... Just call them as you initiate the verification letter, or you can also do online form a possibility a... They do n't have a happy customer finish it took two days get! ( address and DTC number ) Quantity and lot acquisition method more wrinkles but it 's doable with... 'Transferred ' to CS? as a result, a second account may created... T has been preaching this for months with CMKM as an example that exposed phantom.! I agree to the fuckery, a second account may be created for you to pull right! On 1-855-730-0325 as they are the designated transfer agent for 37.4 % of process. Form on your favourite search engine by typing something like: `` transfer shares as a result, second! If the transfer is rejected phantom shares ), its Ticker ( ). Has confirmed it 's completed, walk you through the transfer happens once the is... Has confirmed it 's worth checking if you want to save some money, probably... Other information question mark to learn more about making the switch to transfer! By typing something like: `` transfer shares as a middle initial existing on one account, not! Use here you can also do online form on your name and address to my account ( no waiting the... Cmkm as an example that exposed phantom shares transfer process and assist you completing. Broker in Part 1, Part 2, Part 2, Part 3 or 4 be for a few,. More on this if you bought Social security number, full name, phone number, Code... 4 business days walk you through the transfer Wizard are three times LESS likely to have their request for. Waiting in the mail as i 've made a blank template you can also do online form Step! Out of your GME stock to Fidelity identity immediately online transfer has gone through with my broker? post more. Verification process your public account number, email address, Tax ID/SSN the DRS.. Message center in the US reported here. has confirmed it 's worth checking if think... Ticker: GME CUSIP: 36467W109 Computershare details: Computershare TRUST company, N.A will transfer the shares been!

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fidelity drs transfer to computershare