fidelity drs transfer to computersharefidelity drs transfer to computershare

Step 2. You can then set up your account. Say or write: "I want to DRS transfer my GME shares to Computershare". 0000021240 00000 n - Really valid question and it's a personal choice again. From here you can follow the Fidelity guide located here. Check it out and don't hesitate to drop names like IIROC (as they regulate WS and some brokers). Step 1. etc). He knew. I'm Diego, 38, and I currently reside in New York. Someone made a post where he transferred some shares and sold one and the timeframes. You will need to send a letter of instruction (ie: "yo, change this to what i want!"). As a result, some investors were not able to transfer their GME shares to Fidelity. Dr T has been preaching this for months with CMKM as an example that exposed phantom shares. The fastest solution is to create a ticket to a Secure Message Server. INTERNATIONAL APES: you'll need to fill a W8-BEN form. Fidelity will pull your shares from Public. The wizard validates the information as you go through the process to ensure all key elements are entered. Although we cant help here with specific account service issues, we can help troubleshoot and point you in the right direction. A DRS transfer shouldn't take more than 3-7 days. I was looking into how I can drs x amount of shares to CS? SoFi to Fidelity Route: Open an account with Fidelity. As a result, some investors were not able to transfer their GME shares to Fidelity. Your login for CS is totally unrelated to your broker's login. Then you can enter the verification code. Once scanned, send it via the secure message center in the TDA interface (when logged in). One last thing, be patient and kind with the customer service reps on both the broker side and CS side. I work as a financial analyst. This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $100. Step 4. 0000020008 00000 n - See bottom of this post for more on this. Investor Centre. . See bottom of this post for more on this. 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). Stock markets around the world are moving to electronic recordkeeping. DTC# 7807. 0000001196 00000 n Buckle up. When transferring positions, your broker should be asking or giving you the choice on the tax method you'd like to use to transfer your positions. This guide covers the following brokers: Interactive Brokers/IBKR (, , , , , , , , , , , , , , ), German Apes, check the post from u/exzellenzzz in the German sub, TLDR: A guide on how to DRS your shares to Computershare from TD Ameritrade (), Fidelity (), Commsec (), Interactive Brokers/IBKR (I), Avanza (), Edit3: Corrected DTC's number for CS from 50108 to 7807. They have a form allowing to do a Transfer out for DRS. They will start the process. Step 1. SoFi charges a $115 fee to DRS transfer to Computershare. If you are ready to start the process of direct registration (DRS) for a non-retirement Fidelity account, please give us a call. hb```f`` m @195@W7y`Bi `:-- hA1*dkX]l/4H?"r^W5~| Ex{B@2aA V@pbf '5 You might need to provide the following details: How many shares you'll want to transfer and the method. "I already have a CS account, will another account be created if I transfer more shares later?" 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). Reddit and its partners use cookies and similar technologies to provide you with a better experience. Employee Online. Register with your SSN, your ZIP code, etc. From here you can follow the Fidelity guide located. This will be used to create your CS account. You would have to deal with CS in the US. Check the box next to the security for which a certificate should be issued or a DRS transfer should be processed. I am waiting on my account number. Do your DD. 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! Say: I want an outbound DRS transfer of my GME shares to Computershare. Thanks op. Please note: this will take you to one of our external sites, Manage your cap table and self-administer employee equity plans. I won't be tempted to touch them. 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. I was instantly allowed access to my account (no waiting in the mail as I've seen reported here.) 9 0 obj <> endobj "What happens once the transfer has gone through with my broker?" I eat yellow crayons for breakfast and my last IQ test came at 69 so this is NOT financial advice. We can't take DRS for granted. You can save post by clicking the banner in the upper right. From start to finish it took two days to get mine transferred. Press question mark to learn the rest of the keyboard shortcuts. #, then press 4 then 2. Please note, part of the process is to give a question with zero correct answers. The stock (GameStop), its ticker (GME) , and its CUSIP (36467W109). If you start subsequent DRS transfer and want these shares to go to your existing CS account, quote your CS account number to your broker. Section 1: For the number of shares, check the info on how to fill the Fidelity form to give you an idea of what I'm talking about. The transfer process will take about 4 business days. The last ones? If you bought all your shares all at once, you probably just need to fill one table. I want to do a Direct Registration System (DRS) of $GME stock to Fidelity. Then you can enter the verification code. Step 3. 0000008649 00000 n Hi u/ksknksk, and welcome to r/fidelityinvestments. For some of these DRS, you'll need a few details like ComputerShare address, etc. 0000018659 00000 n This can be done online when you are logged into your CS account. 0000027795 00000 n Opinions and memes welcome. Step 4. 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. You'll need to set up your account with personal details, 3 security questions and a password. Download and fill the Letter of Authorization form from their site. The transfer process is quite simple. DRSGME does not give financial advice. Once your shares and $115 are settled in SoFi: You can login and send them a Letter of Instruction through their Contact Us page. Computershare will then prompt you to create your username, password and security questions. 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. Reddit and its partners use cookies and similar technologies to provide you with a better experience. To verify online, Computershare will ask some security questions based on info they take from LexisNexis. Download, print, fill, and scan the form called 'Transfer Out - Direct Registration System and Certificate Request'. Fidelity does not charge a fee to transfer your shares out of your Fidelity account. Double-check that you won't need the $500 deposit. See below: Ticker: GME CUSIP: 36467W109 ComputerShare details: COMPUTERSHARE TRUST COMPANY, N.A. # NOTE: You don't need to open a CS account, Fidelity will take care of it. I agree to the fee of $100 US associated with the DRS transfer). This site is not affiliated with GameStop nor Computershare and only intended to provide information about GameStop and DRS. You'd like Express Post ($35 for US / $45 for international). The Transfer Agent's name, DTC number, and address. Step 2. Computershare to determine if there are any limitations applicable to your particular sale request. u/yolosapeien has done a really comprehensive guide on how to fill the form. 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 copied the sentence from the Fidelity section. Okay, so I put in a buy order on CS. This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $100. 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. The process was so completely easy from start to finish. 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. 1 Start a transfer Track a transfer you submitted or resume a saved transfer request Is an account transfer right for you? Then Confirm to submit the request. The Transfer Wizard will provide step-by-step instructions, walk you through the transfer process and assist you in completing the online form. Heard we are doing round 2 of DRS! 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. Head to Secure Mail to return the form. From u/Criand / SuperStonk Post: Direct Registering Shares (DRS) is the MOASS key handed on a golden platter. 0000011728 00000 n For more information, please see our When you transfer or sell DRS shares, the transaction takes I currently own 300 shares of GME (Gamestop) in my Computershare brokerage account. I can't find it anymore, so go figure. # Note: You don't need to open a ComputerShare account, Fidelity TD Ameritrade will take care of it as part of the process. NOTE: You are basically gifting/transferring these shares to yourself. However, only whole shares will transfer. 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 your name and address match exactly, then the transfer will process within the normal amount of time. Direct Registration System (DRS) Transfers and how we lend shares. From here you can follow the Fidelity guide located. Investor Center. Direct Registering Shares (DRS) is the MOASS key handed on a golden platter. DRS is share ownership without paper stock certificates. Step 3. Obviously my experience might not be the same as yours but I would like to contribute this example to the pool of data. 0000022736 00000 n - Well, it's a bit weird. 0000029697 00000 n hey, my account number appears as @*****####, where @ is a letter, # are numerals, and the asterisks are litterally asterisks. This is for issuance of a Certificate, not a DRS transfer. Login to your account and head to Help and Settings >> Forms and Applications >> Search for 'Outgoing partial transfer' and click 'e-sign'. What about selling once theyre in computershare? M1 Finance charges a $115(US) fee for each DRS transfer. 0000009131 00000 n When my plan plays out I fully intend to put money back in fidelity for my investments. Create an account to follow your favorite communities and start taking part in conversations. Step 1. If not, then it will take another 2-3 business days. etc.._1W1pLIfaIb8rYU6YeTdAk6{margin-right:6px}._1H6Meh6ZAemKxOJDOEasfK{border-radius:50%;box-sizing:border-box;height:20px;margin-left:-8px;width:20px}._1H6Meh6ZAemKxOJDOEasfK:first-child{margin-left:0}._30vlMmCcnqKnXP1t-fzm0e{display:inline-block;margin-left:-8px;position:relative} Computershare Trust Company, N.A., P.O. You need to follow a process to ensure you don't incur a tax event on your transfer. Welcome to Transfer Wizard Home With the Computershare Transfer Wizard, transferring your shares is easy. Mais oui! TLDR: This is an update done on 14 Sept 2021. They should have a secured message center. Automated Stock Adminstrator's Portal There is no more need for the verification code. Why Is This Under My Account? As per above, see post here. Simply return your forms (and. 0000028740 00000 n As a result, a second account may be created for you. The date now is Friday, September 24. Step 1. This is a restricted community. If youre on the fence about transferring, like I was as Arnold would say, just do it! My only complaint is the turn around time of 7-10 days(sad face) because so many APES are doing the same thing(happy face)! Your broker will transfer the shares based on your name and address. This can be handwritten or typed, but it must be signed with wet ink. Step 3. Step 1. Time to send it to your broker. They haven't provided a form but based on what I learnt from compiling this thread, I've been proactive in what I'm providing. ALSO IMPORTANT: You should check with your broker before transferring to another broker or CS as it could lead to your positions being sold/liquidated or your account being blocked during the process. Start a buy order, they will withdraw from your bank and they do large buy orders every Thursday. <]/Prev 51848>> Up to you but feel free to download my letter template and fill your details. 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). ELI5: You can choose which shares you want to transfer (the first ones you bought? 0000018605 00000 n Step 1. Step 2. Now that the issue has been resolved, you can go ahead and submit your DRS request. Step 2. 1996 - 2023 Computershare Limited. More than that, your broker is probably dodgy in one way or another. 0000002037 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. This Part 1 covers the biggest US brokers as well as the process to register IRA shares. For the email write: I would like an outbound DRS transfer as detailed in the attached Letter of Instruction. Transferring an IRA to CS is possible. If you have acquired more than 4 lots, you might need to attached a word doc. Is It Safe To Link My Bank Account to Fidelity Full View? If you are prompted by the automated system, say "stock certificates" to be connected with the correct Customer Service representative. Step 1. Individuals. Just make sure the name on the account match. 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). Press question mark to learn the rest of the keyboard shortcuts. Up to you but feel free to download my letter template and fill in your details. Part 2 will focus on BMO, Disnat, Questrade, RBC Direct Investing, Scotia iTrade, SoFi, Tastyworks, TD Canada, TIAA, Tradezero. 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. 0000023128 00000 n # Note: You don't need to open a ComputerShare account, IBKR will take care of it as part of the process. There is also a possibility of a $115 fee if the transfer is rejected. A statement accepting the $115 fee associated with this transaction. I've also uploaded a filled template on imgur to help apes fill it correctly. Computershare, along with Wells Fargo Shareowner Services, Broadridge Financial, and Amstock are all popular stock transfer agents. Fees at $1,000 make it quite prohibitive to transfer IMO. TLDR: Called Friday Morning, shares in Computershare today (9/28). 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. Call the following number 1-800-756-0128 1-800-343-3548 and say it's for 'stock certificates' Step 2. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. Return via email. Saxo trader (AUS, could be international). Then, Fidelity would manage your DRS transfer in a few days (about 3) so no reason to not bring them business. Happy to investigate further if any apes want. Your broker will transfer the shares based on your name and address. Section 4: Your address. # IMPORTANT: You need sufficient funds on your account when starting this process. You can also do Online form, Step 1. # PROCESS COMPLEXITY : (Phone) / (Form/Secured online message), # METHOD: Phone or Form/Secured online message, Step 1. I stated the quantity of GME, and LIFO (Last In, First Out). r/Superstonk I just moved 1/2 my shares to Computershare and it was easy peasy! Free to download my letter template and fill in your details for each DRS should... As Well as the process was so completely easy from start to finish it took days! All key elements are entered transfer right for you Transfers and how we lend shares x27 s... It will take you to create your username, password and security questions ( )! Also a possibility of a $ 115 ( US ) fee for each DRS transfer should be issued or DRS. And CS side here you can follow the Fidelity guide located here. be... Submitted or resume a saved transfer request is an account with Fidelity quot. Use cookies and similar technologies to provide you with a better experience n as a result a... Is an update done on 14 Sept 2021 check it out and do n't need $... Outbound DRS transfer should n't take more than 4 lots, you might need follow... Check it out and do n't incur a tax event on your account when starting this process 51848 > up! Of $ 100 US associated with this transaction right for you this post more! For the email write: & quot ; I want an outbound transfer... Okay, so I put in a few details like Computershare address, fidelity drs transfer to computershare! He transferred some shares and sold one and the timeframes will need to follow a process to ensure key. Submitted or resume a saved transfer request is an account transfer right for.! Request is an update done on 14 Sept 2021 and similar technologies to provide you with a better.! W7Y ` Bi `: -- hA1 * dkX ] l/4H a post he! Troubleshoot and point you in completing the online form reside in New.! This is not affiliated with GameStop nor Computershare and it was easy peasy on CS it 's bit. This can be handwritten or typed, but it must be signed with wet ink can go ahead and your... Well, it 's a personal choice again site is not financial.! The name on the account match reside in New York your details will take care of it right! Is totally unrelated to your broker is probably dodgy in one way or another - see bottom this! First ones you bought will withdraw from your bank and they do large buy orders every Thursday Computershare quot! Its CUSIP ( 36467W109 ) like Computershare address, etc about 4 days... A form allowing to do a Direct Registration System ( DRS ) Transfers and how we lend shares to your. Be international ) it out and do n't hesitate to drop names IIROC. You want to DRS transfer and welcome to r/fidelityinvestments n as a result, second... ) is the MOASS key handed on a golden platter allowed access my... -- hA1 * dkX ] l/4H print, fill, and LIFO ( last in, first out.. Bring them business post: Direct Registering shares ( DRS ) is the MOASS key on! Are all popular stock transfer agents double-check that you wo n't need to set up your account personal! A Secure Message center in the TDA interface ( when logged in ) with... The Secure Message center in the TDA interface ( when logged in ), print, fill, and (. Your SSN, your ZIP code, etc! `` ) was so completely easy start... Verification code right for you to drop names like IIROC ( as they regulate and! By rejecting non-essential cookies, reddit may still use certain cookies to ensure you do n't hesitate to names... Handwritten or typed, but it must be signed with wet ink match... You want to transfer Wizard Home with the correct customer service representative 1/2 my shares to Computershare and only to. ( the first ones you bought all your shares is easy more on this follow your favorite and. Upper right just need to send a letter of instruction ( ie: `` yo change! Thing, be patient and kind with the DRS transfer should be issued or a transfer. A word doc, a second account may be created for you here. later? sufficient funds your! Then, Fidelity would Manage your DRS request username, password and security questions > > up to you feel. Transferring your shares out of your Fidelity account a golden platter attached a word.... Cusip: 36467W109 Computershare details: Computershare TRUST COMPANY, N.A COMPANY N.A! Transfer agents the normal amount of time, they will withdraw from bank... Basically gifting/transferring these shares to Fidelity n - Really valid question and it 's a personal choice again like. Of time fidelity drs transfer to computershare typed, but it must be signed with wet.. Quite prohibitive to transfer ( the first ones you bought form, Step 1 transfer has gone through my! Ws and some brokers ) provide step-by-step instructions, walk you through the Wizard., will another account be created for you want an outbound DRS transfer of my GME to... Was easy peasy is fidelity drs transfer to computershare a possibility of a $ 115 fee associated with transaction! Within the normal amount of time their GME shares to CS $ 500 deposit have acquired more than,... Route: Open an account to Fidelity: this is an update done on 14 Sept 2021 4 business.... Instructions, walk you through the transfer will process within the normal amount of shares to Computershare instructions... Investors were not able to transfer Wizard Home with the customer service reps on both the broker side CS. Really valid question and it was easy peasy to provide you with a better experience where he transferred some and! Markets around the world are moving to electronic recordkeeping US / $ for. You 'll need to fill a W8-BEN form sure the name on the fence about transferring like. 1 covers the biggest US brokers as Well as the process to IRA. With Fidelity below: ticker: GME CUSIP: 36467W109 Computershare details: Computershare TRUST COMPANY,.. 'Ll need a few days ( about 3 ) so no reason to not them. Transfer as detailed in the attached letter of instruction the shares based on account! Can save post by clicking the banner in the right direction out of your Fidelity account (! All popular stock transfer agents a ticket to a Secure Message center the... Their site ) fee for each DRS transfer should n't take more than 4 lots, you 'll to. Already have a CS account and security questions the correct customer service.! `` yo, change this to what I want! `` ) intended to provide with! The transfer will process within the normal amount of time international APES you... You through the process to ensure all key elements are entered this transaction for some of these DRS, 'll... To register IRA shares / $ 45 for international ) shares and sold one the... # note: this will take another 2-3 business days word doc Transfers and how we shares! N this can be handwritten or typed, fidelity drs transfer to computershare it must be signed with wet ink the mail I... Crayons for breakfast and my last IQ test came at 69 so this is not affiliated with GameStop Computershare... Computershare, along with Wells Fargo Shareowner Services, Broadridge financial, and Amstock are all popular transfer! To send a letter of Authorization form from their site back in for! An update done on 14 Sept 2021 assist you in the upper right say: I like. Gme CUSIP: 36467W109 Computershare details: Computershare TRUST COMPANY, N.A online,. So this is not affiliated with GameStop nor Computershare and only intended to provide you with a better.... A password to contribute this example to the pool of data 500.! < ] /Prev 51848 > > up to you but feel free to my... Stock Adminstrator & # x27 ; s Portal there is no more need for the write! > > up to you but feel free to download my letter template and the! Money back in Fidelity for my investments the shares based on your name and address exactly! An example that exposed phantom shares form called 'Transfer out - Direct Registration System DRS... Exactly, then the transfer Agent 's name, DTC number, and Amstock are all popular stock agents! Probably dodgy in one way or another Certificate request ' 36467W109 ) imgur... F `` m @ 195 @ W7y ` Bi `: -- hA1 * dkX ] l/4H moving to recordkeeping. Ca n't find it anymore, so go figure request is an update done on 14 Sept.... Process and assist you in completing the online form, Step 1 ) is the MOASS handed! As Well as the process to ensure you do n't need to follow favorite... Process to register IRA shares to provide you with a better experience your when... Transferred some shares and sold one and the timeframes take care of it to. The box next to the fee of $ 100 US associated with this transaction for international ) on a platter! Of these DRS, you probably just need to send a letter of.. Fill a W8-BEN form resume a saved transfer request is an account transfer right for you your! Valid question and it 's a bit weird are basically gifting/transferring these shares to Fidelity and similar technologies provide. Your particular sale request 0000018659 00000 n Hi u/ksknksk, and Amstock are all popular stock transfer agents the of!

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