0000040821 00000 n Fidelity Total Price Improvement: What Is It? Step 2. When it asks you how you want to fund your account, select transfer from another brokerage. htW TnjZ\UIUG5j. Step 2. You can also do Online form, Step 1. How can I, as an Australian, buy direct through computer share? Step 4. Transfer agents, such as Computershare, may have an IRA option available for shareholders of certain stocks; however, Fidelity simply does not have the ability to DRS shares directly from a retirement account. 0000003169 00000 n From my POV, it's a plus. If you are not planning on selling these, why do you care if they are in transit? Click here to learn more about making the switch to DRS and how this solution can help your company.. As the Company's transfer agent, Computershare keeps a record of your shares on the Company's register of owners. Weirdly enough, the shares are still in the Fidelity account, too. NOTE: You'll see a note on top of the form for a $500 fee. Follow the steps and submit. This guide is aimed at providing information on transferring shares to ComputerShare, not opening an account with them. Receiving firm's details (CS): Name, Address, DTC #, and who you want the shares to be registered to. Hope this clears things up! I was looking into how I can drs x amount of shares to CS? Form is available on the Fidelity website here, Step 4. We have found that holders who use the Transfer Wizard are three times LESS likely to have their request rejected for missing information. I have a fidelity cash brokerage account. I'm Diego, 38, and I currently reside in New York. 1996 - 2023 Computershare Limited. Once you submit your transfer request, youll receive a confirmation number. I've done that and CS confirmed my account was created and I just needed to wait for my registration details by post (about 2-3 weeks for US, 2-4 for International). If you ask Fidelity, they can reimburse the $75 transfer fee. This can be done online when you are logged into your CS account. However, only whole shares will transfer. Section 4: Your address. "What happens if MOASS starts while the shares are being transferred?" Head to Contact Us and click on Secure Mail to return the form. If so - c'est manifique! Just make sure the name on the account match. Say: I want an outbound DRS transfer of my GME shares to Computershare. Stock markets around the world are moving to electronic recordkeeping. A place for theoretical discussions about business and stocks - specifically GameStop Stock ($GME). 0000026132 00000 n 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. The Transfer Agent's name, DTC number, and address. DON'T HESITATE TO FLEX UP. For security reasons we do not recommend giving this information to your broker. KEEP THE FOLLOWING IN MIND: AS PER FINRA RULE 11870, YOUR BROKER HAS 3 DAYS TO DO A TRANSFER TO ANOTHER BROKER (NOT DRS). This is a repost of my initial DRS series. "What happens to my shares once they are 'transferred' to CS?" Hours: 7am-10pm ET M-F, 11:30am-10pm ET Sat/Sun, Press J to jump to the feed. Done UPDATED 19/09 5:15pm GMT+10 -Transfer from TD Ameritrade From here you can follow the Fidelity guide located here. Step 2. Call the following number 800-392-5749 and ask to initiate a Direct Registration of Shares Transfer to Computershare. Register with your SSN, your ZIP code, etc. This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $100. 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. 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. Hi u/ksknksk, and welcome to r/fidelityinvestments. # NOTE: You don't need to open a CS account, Ally Invest will take care of it. #, then press 4 then 2. Step 1. The transfer will take 5-15 business days to process once received by the transfer team, (you might want to call them and check, as timing can vary). 0000011472 00000 n 0000028740 00000 n You copied the sentence from the Fidelity section. Create an account to follow your favorite communities and start taking part in conversations. "Computershare has a shitty ceiling on max sell?" This will take another 2-3 business days. Your account number, full name, SSN/Tax ID. See page 14 for contact information. Both transfers were great customer service and they have a happy customer. Fidelity have been known to reimburse up to $75 if asked. The stock (GameStop), its ticker (GME) , and its CUSIP (36467W109). 0000024294 00000 n With IBKR it's a simple process, I am currently in it. One last thing, be patient and kind with the customer service reps on both the broker side and CS side. Please note, part of the process is to give a question with zero correct answers. Step 3. This will be used to create your CS account. What Is SPAXX in Fidelity? DRS is share ownership without paper stock certificates. Press question mark to learn the rest of the keyboard shortcuts. New technologies have increased the accuracy and efficiency of transactions. Step 3. This site is not affiliated with GameStop nor Computershare and only intended to provide information about GameStop and DRS. Computershare Trust Company, N.A., P.O. 0000009131 00000 n Reddit and its partners use cookies and similar technologies to provide you with a better experience. For security reasons we do not recommend giving this information to your broker. Dr T has been preaching this for months with CMKM as an example that exposed phantom shares. For me, I want these shares in MY name, not street name. For now, I'm waiting for more verifications. Is It Safe To Link My Bank Account to Fidelity Full View? 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. 0000012256 00000 n 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. 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. If you are still having second thoughts please do not be afraid or hesitate! 0000018659 00000 n SuperStonk Post: When you wish upon a star - a complete guide to Computershare. Please note, part of the process is to give a question with zero correct answers. Automated Stock Adminstrator's Portal If you are in the US or Canada, you can check u/BananyaBangarang who has put together an awesome guide. Fidelity have been known to reimburse up to $75 if asked. Login using the username, and password you have created. <]/Prev 51848>> 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. The transfer process will take about 4 business days. Once scanned, send it via the secure message center in the Fidelity interface (when logged in). Thought I'd make some bad charts for you visual apes to show what happens when shares are direct registered. I can't find it anymore, so go figure. Is that possible? /*# sourceMappingURL=https://www.redditstatic.com/desktop2x/chunkCSS/UsersCountIndicator.2ab8dda40f822a31d31c_.css.map*/. Return via email. Fidelity have been known to reimburse up to $75 if asked. Public charges a $100(US) fee for each DRS transfer. Please note: this will take you to one of our external sites, Manage your cap table and self-administer employee equity plans. - Really valid question and it's a personal choice again. I am waiting on my account number. Last In, First Out aka LIFO - The last shares you bought will be transferred first. Computershare will then prompt you to create your username, password and security questions. You can also use the Chat function. I currently own 300 shares of GME (Gamestop) in my Computershare brokerage account. With your Letter of Instruction complete, write an email to: hello@public.com. This will take roughly 3 days. Login using the username, and password you have created. 0000002037 00000 n A safe place for apes who like the stock $GME. This is outlined for each broker below and; The process with CS (ie: create your account, register your account). Computershare will then prompt you to create your username, password and security questions. Time to send it to your broker. (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. 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. 53 0 obj <>stream Thanks op. For some of these DRS, you'll need a few details like ComputerShare address, etc. Best to go buy a share on computer share then drs from fidelity. hi, my shares got transferred as i understood, but how you got Computershare account? Step 4. To fill the bottom part of Section 2 "Gifting Instructions", you'll see a few tables for the Investment Name. We can't take DRS for granted. Manage your employee portfolio, access tools and support features Call the CS US number on +1 877-373-6374 and press *99 (or 0) twice then state it's for Gamestop. Your broker will transfer the shares based on your name and address. 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). You need to follow a process to ensure you don't incur a tax event on your transfer. Total call time ~7 minutes. First In, First Out aka FIFO - The first shares you bought will be transferred first. . # Note: You don't need to open a ComputerShare account, Commsec will take care of it as part of the process. YOU CAN ALSO USE NAASA FOR ASSISTANCE. This can be handwritten or typed, but it must be signed with wet ink. # Important: You need to have the $50 available on your account for the fees. Access Issuer Online. Last month, there was a technical difficulty within Fidelity that prevent DRS transfer from happening. Step 1. Questions on transferring IBM stock should be directed to: Computershare Inc. P.O. # 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 don't need to open a ComputerShare account, IBKR will take care of it as part of the process. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. 0000001840 00000 n # 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. Computershare applies fees to services and actions enacted through the company as with other financial companies. "How long does it take?" The Transfer Agent's name, DTC number, and address. 0000029318 00000 n # 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. Step 2. NOTE: For transparency, it didn't work for me since my postcode (ZIP) is 4 digits. In all three cases, you'll get the same ACATS form. You'll need to set up your account with personal details, 3 security questions and a password. etc). Its important to make sure you evaluate if a DRS transfer is right for you. Make a stock purchase. This is simply a gathering of information available publicly. I work as a financial analyst. Open an account with Fidelity. Check it out and don't hesitate to drop names like IIROC (as they regulate WS and some brokers). I was told that Computershare do support retirement accounts. Step 2. Direct link for TDA form: https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf. # 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. Saxo trader (AUS, could be international). NOTE: When calling the first #, say your Schwab Acc. Answer security questions such as Social Security number, ZIP Code, name of the stock that you hold (GameStop). Cookie Notice Hey OP u/da_squirrel_monkey in your blank there is Tax # - what if im not from US and dont have one? If your name and address match exactly, then the transfer will process within the normal amount of time. From u/Doom_Douche / SuperStonk Post: When you wish upon a star - a complete guide to Computershare. Say: I agree to the $115 fee to DRS transfer. It's worth checking if you can't find your broker in Part 1, Part 2, Part 3 or 4. Step 4. From here you can follow the Fidelity guide located here. What about selling once theyre in computershare? DRS is share ownership without paper stock certificates. Buckle up. Step 1. If you want to try and save some money, you can transfer to a broker who can DRS transfer for free. Your CS account #. Send them an email along with the attachment. The number of shares to transfer and the preferred cost basis calculation method for determining "which" shares would be transferred. 1996 - 2023 Computershare Limited. 9 45 Check the box next to the security for which a certificate should be issued or a DRS transfer should be processed. We will walk you through the process one step at a time. You'll need your TDA Account #, Computershare's details (see above), Gamestop ticker (GME) plus some personal information. This is incorrect. Step 2. Anything above this will require written notice. 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. Mais oui! Getting a tracking number should take a day so you can call back and ask for it. Call the Onboarding line on 1-855-730-0325 as they are more knowledgeable about DRS Transfer. Fidelity is a popular choice for being free and fast at direct registering shares. 0000014651 00000 n I noticed it doesn't work if your postcode as letters in it. 0000027702 00000 n Call them on 1-877-284-9830 (Asset Transfer Team) or 1-800-323-4332 (seems like Schwab is pushing back on that second #) and ask to talk to the Security Team. DRS is not available from a retirement account. brochure outlines what DRS means to you as a shareholder. 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. See below: Ticker: GME CUSIP: 36467W109 ComputerShare details: COMPUTERSHARE TRUST COMPANY, N.A. 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). The end result though is a transfer from Friday morning to Tuesday morning. No Computershare fee for the ACAT transfer to Vanguard. You can then set up your account. Step 1. Step 2. Print, fill and scan. 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. 0000009490 00000 n 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. Section 2: This is basically YOU and YOUR details. How do I view the full number? Step 3. Say or write: "I want to DRS transfer my GME shares to Computershare". Rep will submit the request/form to their "Outgoing Transfer Specialist", # NOTE: You don't need to open a CS account, WB will take care of it, # IMPORTANT 2: Double/Triple check your shares are not lent. A DRS transfer shouldn't take more than 3-7 days. You'll need to fill a letter of instruction. Press J to jump to the feed. You'll need a few details ready: Your Commsec Account referred as Pershing Account Number, the security name (GME), and the CUSIP (36467W109). I've made a blank template you can use here you can use as an attachment. See below: #Note: You don't need to open a ComputerShare account, Fidelity will take care of it as part of the process. From u/Criand / SuperStonk Post: Thought I'd make some bad charts for you visual apes to show what happens when shares are direct registered. Didn't even have to say what I wanted. Why Is This Under My Account? 1. 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. A guide to TRANSFER a portion/all of your GME shares to Computershare (referenced as CS in this post). Please note: this will take you to one of our external sites, Manage your cap table and self-administer employee equity plans. Step 2. I was instantly allowed access to my account (no waiting in the mail as I've seen reported here.) Although we cant help here with specific account service issues, we can help troubleshoot and point you in the right direction. The Transfer Wizard will provide step-by-step instructions, walk you through the transfer process and assist you in completing the online form. In GameStop's case that's: Computershare US. Your Public account number, full name, phone number, email address, Tax ID/SSN. Welcome to Transfer Wizard Home With the Computershare Transfer Wizard, transferring your shares is easy. 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? 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). Thanks for sharing your experience with us, u/dft-salt-pasta!

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