Each investor is responsible for their own decisions. Thanks op. ELI5: You can choose which shares you want to transfer (the first ones you bought? 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.
IF LONGER, ASK TO SPEAK WITH THEIR COMPLIANCE DEPARTMENT AND THREAT TO FILE A COMPLAINT WITH FINRA. Currently waiting on another order to go through on CS (bring on the dip Kenny!). #, then press 4 then 2. They are the designated transfer agent for 37.4% of the market. 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 account number, your name, your phone number, your email. Say: I want an outbound DRS transfer of my GME shares to Computershare. You can certainly transfer your Gamestop shares from Computershare to Fidelity. 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. Computershare will then prompt you to create your username, password and security questions. (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. 0000015021 00000 n
Make sure you understand if that works for you and call it out to them if not. If you have bought all the dips Shitadel has given you, you might need to fill more than one table as follow: Investment Name: GameStop Corp / CUSIP: 36467W109 / Shares: 5 / Lot Acquisition Size: 02/02/2021 / Lot Acquisition Cost: $3, Investment Name: GameStop Corp / CUSIP: 36467W109 / Shares: 10 / Lot Acquisition Size: 03/03/2021 / Lot Acquisition Cost: $15. 0000001840 00000 n
Download, print, fill, scan and return. If you bought all your shares all at once, you probably just need to fill one table. The transfer process is quite simple. In my case, it took another 1-2 days. Computershare Trust Company, N.A., P.O. I just wanted to share my personal experience transferring shares, to hopefully assist or convince encourage a fence-sitter that this is truly the By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. I want to do a Direct Registration System (DRS) of $GME stock to Fidelity. Simply return your forms (and. Happy to investigate further if any apes want. Step 2. 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). Type a quick message and include your signed attachment. 0000008649 00000 n
If more, I guess you have a few options: YOU PRESSURE THEM TO GET IT DONE FASTER: They will more likely push back but you can try. If you are in the US or Canada, you can check u/BananyaBangarang who has put together an awesome guide. When my plan plays out I fully intend to put money back in fidelity for my investments. Public charges a $100(US) fee for each DRS transfer. Step 1. 0000000016 00000 n
Step 1. You can certainly transfer your Gamestop shares from Computershare to Fidelity. Step 3. Step 2. Login using the username, and password you have created. Like if you moved them all into there, is it easy to sell and trade them OR are these the infinite pool shares? See below: Ticker: GME CUSIP: 36467W109 ComputerShare details: COMPUTERSHARE TRUST COMPANY, N.A. Fidelity to Computershare DRS transfer. Fidelity have been known to reimburse up to $75 if asked. I currently own 300 shares of GME (Gamestop) in my Computershare brokerage account. 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. 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). A phone call is easier than you think! 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. No Computershare fee for the ACAT transfer to Vanguard. They don't have a form but based on what other brokers are asking, you want to anticipate and provide all the details. Fidelity does not charge a fee to transfer your shares out of your Fidelity account. A guide to TRANSFER a portion/all of your GME shares to Computershare (referenced as CS in this post). Your account number, full name, SSN/Tax ID. 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). This can be for a few reasons, such as a middle initial existing on one account, but not the other. # Important: You need to have the $50 available on your account for the fees. For now, I'm waiting for more verifications. 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. As a result, a second account may be created for you. Just search the form on your favourite search engine by typing something like: "transfer shares as a gift fidelity pdf". ._3wvjcIArtO7kKPJabZfZ9S{font-family:Noto Sans,Arial,sans-serif;font-size:12px;font-weight:400;line-height:16px;-ms-flex-align:center;align-items:center;color:var(--newCommunityTheme-metaText);display:-ms-flexbox;display:flex;margin-right:24px;opacity:0;transition:opacity .1s ease-in-out}._3wvjcIArtO7kKPJabZfZ9S._1c98ixuh4QUWO9ERiFID3p{opacity:1}.RtAsN7UrR7u51W5kaOXvp{display:-ms-flexbox;display:flex;margin-left:4px;margin-right:0}._1JRtpiobR4jYtbw-xx1tPO{border:1px solid var(--newRedditTheme-body);margin-left:-7px;transform:scaleX(-1)}._1JRtpiobR4jYtbw-xx1tPO:nth-child(2){margin-top:4px} Step 3. This will take roughly 3 days. Receiving firm's details (CS): Name, Address, DTC #, and who you want the shares to be registered to. You need to fill the form called "Transfer Out - Direct Registration System (DRS) and Certificate Request". Fidelity is a popular choice for being free and fast at direct . Fidelity have been known to reimburse up to $75 if asked. Access the online request form by going to etrade.com >> Accounts >> Documents >> Forms & Applications >> Deposits & Withdrawals section >> Request a Stock Certificate. Step 4. Highest Cost - The shares with the highest cost will be transferred first. I agree to the fee of $100 US associated with the DRS transfer). Didn't even have to say what I wanted. It takes a tiny bit more wrinkles but it's doable. Say: I want an outbound DRS transfer of my GME shares to Computershare. Your CS account #. Chat Method - Start a 'Ask TED' chat and ask for an Outbound DRS Transfer or call 1-800-652-4584 and request to talk to someone for an Outbound DRS Transfer. Step 1. 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. Follow the steps and submit. DRS is share ownership without paper stock certificates. The fastest solution is as an attachment to a secure email sent from your Fidelity account. Open an account with Fidelity. Please note, part of the process is to give a question with zero correct answers. Press question mark to learn the rest of the keyboard shortcuts. This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $100. Fidelity will pull your shares from Public. Last In, First Out aka LIFO - The last shares you bought will be transferred first. Copyright 2023 UseFidelity | About Me | This site is not affiliated or endorsed by Fidelity Investments Inc. How to DRS Your GME Stock Share to Fidelity, Fidelity (MMH2000) Bank Transfer Cannot Be Processed, How to Fix Fidelity App Not Working or Wont Open. # NOTE: You don't need to open a CS account, TDA will take care of it. I have a fidelity cash brokerage account. You can write it informally, or use the following templates: GameStop specific template, blank template for any stock. KEEP THE FOLLOWING IN MIND: AS PER FINRA RULE 11870, YOUR BROKER HAS 3 DAYS TO DO A TRANSFER TO ANOTHER BROKER (NOT DRS). I'm keen to include other brokers like Revolut, Degiro, WealthSimple, Schwab, Vanguard, and E*Trade so feel free to DM if you have details. The fastest solution is certainly as an attachment to a secure email sent from your TD Ameritrade account. Step 4. - 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). 0000029900 00000 n
Open an account with Fidelity. Investor Center. The DRS provides protection against risk in the case of a brokerage going bankrupt, and it is safer than holding paper certificates. Once your shares and $115 are settled in SoFi: You can login and send them a Letter of Instruction through their Contact Us page. This time it will be 98% of my shares instead of 30%. Once your your shares and $100 are settled in Public, you can send them a Letter of Instruction. Step 1. You will need to send a letter of instruction (ie: "yo, change this to what i want!"). You can write it informally, or use the following templates: GameStop specific template, blank template for any stock. Print, fill and scan. Step 3. 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. Step 2. I stated the quantity of GME, and LIFO (Last In, First Out). You can also mail or fax it (details on the form). To verify online, Computershare will ask some security questions based on info they take from LexisNexis. Login to CS website and try registering online (2) (you might need a VPN or overwrite the default country redirect (1). So read the questions carefully. When it asks you how you want to fund your account, select transfer from another brokerage. 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. brochure outlines what DRS means to you as a shareholder. 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). 0000022384 00000 n
Up to you but feel free to download my letter template and fill in your details. Section 4: Your address. Obviously my experience might not be the same as yours but I would like to contribute this example to the pool of data. Last month, there was a technical difficulty within Fidelity that prevent DRS transfer from happening. This will be used to create your CS account. Double-check that you won't need the $500 deposit. # 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. Your Public account number, full name, phone number, email address, Tax ID/SSN. Return via email. This is simply a gathering of information available publicly. hb```f`` m @195@W7y`Bi `:--
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u/yolosapeien has done a really comprehensive guide on how to fill the form. Select an account from the drop-down menu. Dr T has been preaching this for months with CMKM as an example that exposed phantom shares. 0000001539 00000 n
"I already have a CS account, will another account be created if I transfer more shares later?" 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. YOU CAN ALSO USE NAASA FOR ASSISTANCE. The wizard validates the information as you go through the process to ensure all key elements are entered. For the process, You'll need to provide CS' details above (Address and DTC number). "So why transfer to CS if I can simply not sell some of my shares to create one of these fancy pool for myself?" You'd like Express Post ($35 for US / $45 for international). 0000025552 00000 n
Direct Register Shares from Fidelity Updated: Jan 26 Once your shares are settled in Fidelity: Call Fidelity at 800-343-3548, or use their online chat support ( https://www.fidelity.com/customer-service/contact-us ). The transfer process will take about 4 business days. ComputerShare is not some shady company. etc). Call the Onboarding line on 1-855-730-0325 as they are more knowledgeable about DRS Transfer. 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. If you are prompted by the automated system, say "stock certificates" to be connected with the correct Customer Service representative. brochure outlines what DRS means to you as a shareholder. 0000029697 00000 n
To verify online, Computershare will ask some security questions based on info they take from LexisNexis. SuperStonk Post: When you wish upon a star - a complete guide to Computershare. Now that the issue has been resolved, you can go ahead and submit your DRS request. Privacy Policy. Heard we are doing round 2 of DRS! The Transfer Agent's name, DTC number, and address. We will walk you through the process one step at a time. Mais oui! 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. I eat yellow crayons for breakfast and my last IQ test came at 69 so this is NOT financial advice. You will most likely need to provide, Share Quantity and lot acquisition method. Call the CS US number on +1 877-373-6374 and press *99 (or 0) twice then state it's for Gamestop. From what I understand it takes 4-5 days. Once your account is created, Computershare will send you a verification letter in the mail. 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). Look Smart $$$, I diversified like you wanted! Say: I agree to the $115 fee to DRS transfer. How do I view the full number? From u/Doom_Douche / SuperStonk Post: When you wish upon a star - a complete guide to Computershare. 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. Hi u/ksknksk, and welcome to r/fidelityinvestments. Press J to jump to the feed. In my case, it took 3 days. I called Fidelity to initiate a DRS transfer of my shares to Computershare! As the Company's transfer agent, Computershare keeps a record of your shares on the Company's register of owners. The fastest solution is to create a ticket to a Secure Message Server. The broker and Computershare will take care of the transfer and open a Computershare account for you. Press question mark to learn the rest of the keyboard shortcuts. 0000011472 00000 n
Its a pretty quick and easy phone call and I think the quickest to get it done out of all brokers. Someone in another specific stock related subreddit is writing a how-to for DRSing ira shares, it sounds like there's some tax id setup required. SoFi charges a $115 fee to DRS transfer to Computershare. We can't take DRS for granted. 0000017465 00000 n
If you want to save some money, you could transfer to Fidelity for a slightly lower fee. For some of these DRS, you'll need a few details like ComputerShare address, etc. 0000026132 00000 n
Step 2. Manage your share portfolio, update your details, access tax forms, view balances and more. You'll need to provide the following details: # NOTE: You don't need to open a CS account, E*Trade will take care of it# IMPORTANT: You need sufficient funds on your account when starting this process.# IMPORTANT 2: Using the phone method, you can transfer without the fund requirement.# FEES: None but you will need $US500 on your account as a guarantee until E*Trade confirms that GME is an on-exchange security (NYSE) with a registrar.# PROCESS COMPLEXITY: # TIMING: 5-10 days# METHOD: Preferred method: Phone . Access Issuer Online. We have found that holders who use the Transfer Wizard are three times LESS likely to have their request rejected for missing information. They have a form allowing to do a Transfer out for DRS (see step 2). NOTE: You can also request Express to receive that special code. Step 2. 0000024294 00000 n
Access Issuer Online. - That question has been floating around lately. - Once again, you have to be clear about your investment strategy. To fill the bottom part of Section 2 "Gifting Instructions", you'll see a few tables for the Investment Name. This is NOT a broker-to-broker transfer, this is a transfer to an official registrar, a transfer agent to get shares in your name. # Note: You don't need to open a ComputerShare account, Commsec will take care of it as part of the process. You might want to follow-up with them a day or so after to make sure it's received and processed. Please note, part of the process is to give a question with zero correct answers. Step 4. and our I won't be tempted to touch them. So read the questions carefully. Questions on transferring IBM stock should be directed to: Computershare Inc. P.O. "What happens once the transfer has gone through with my broker?" Home Support Articles How to DRS Your GME Stock Share to Fidelity. Hours: 7am-10pm ET M-F, 11:30am-10pm ET Sat/Sun, Press J to jump to the feed. How To Check Your Total Commissions & Fees on Fidelity. You can then set up your account. You copied the sentence from the Fidelity section. 0000014651 00000 n
Fees at $1,000 make it quite prohibitive to transfer IMO. Make sure you follow up with them. Step 2. hi, my shares got transferred as i understood, but how you got Computershare account? More than that, your broker is probably dodgy in one way or another. 0000020008 00000 n
I have a super smooth brain! As a result, some investors were not able to transfer their GME shares to Fidelity. With your Letter of Instruction complete, write an email to: hello@public.com. Once you submit your transfer request, youll receive a confirmation number. Create an account to follow your favorite communities and start taking part in conversations. Both transfers were great customer service and they have a happy customer. Not sure if there could be an easier way in the future. I was looking into how I can drs x amount of shares to CS? He knew. # 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. 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. Step 3. 9 45
If your name and address match exactly, then the transfer will process within the normal amount of time. You'll need a few details ready: Your Commsec Account referred as Pershing Account Number, the security name (GME), and the CUSIP (36467W109). Your login for CS is totally unrelated to your broker's login. There is no more need for the verification code. DRSGME does not give financial advice. 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). Total call time ~7 minutes. Step 5. Send an email to CommsecInternationalSettlements@cba.com.au and commsecinternationaldesk@cba.com.au with the subject line: "Outbound DRS Transfer - Pershing [YOURACCOUNTNUMBER]", # Note: You don't need to open a ComputerShare account, Avanza will take care of it as part of the process. Computershare Trust Company, N.A., P.O. 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. Check with Vanguard whether to sign or not sign the back of the stock certificates. 0000009490 00000 n
Unfortunately, for the majority of international apes, it is not possible to open an account with CS directly. Call the following number 1-800-343-3548 and say it's for 'stock certificates'. Step 2. 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? Download and fill the Letter of Authorization form from their site. First In, First Out aka FIFO - The first shares you bought will be transferred first. Put a statement agreeing to the fees, (eg. Said they've had several thousand individuals make this request. This can be for a few reasons, such as a middle initial existing on one account, but not the other. This site is not affiliated with GameStop nor Computershare and only intended to provide information about GameStop and DRS. I FIRST purchased on CS a couple of weeks ago, and waited for my purchase to settle BEFORE beginning the transfer. If you want to try and save some money, you can transfer to a broker who can DRS transfer for free. 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. # NOTE: You don't need to open a CS account, Fidelity will take care of it. You can call CS right away and request an express package. There is also a possibility of a $115 fee if the transfer is rejected. -SMRT. If you think they aren't, just check again, Step 1. I've made a blank template you can use here you can use as an attachment. Head to Contact Us and click on Secure Mail to return the form. When you go through 'Ask TED', the agent will fill the form for you, Step 2. - Really valid question and it's a personal choice again. Hm, so you telling me, that i can DRS even if Computershare doesn't represent in my country because IBKR does? For the Transfer Agent Account #, leave blank if you don't have a CS account yet. Welcome to Transfer Wizard Home With the Computershare Transfer Wizard, transferring your shares is easy. Your shares are held in book-entry form. At that point, they should be able to pull the right form and help you out. Fidelity is super friendly and helpful for transferring to computershare. Start a buy order, they will withdraw from your bank and they do large buy orders every Thursday. As a result, a second account may be created for you. You now have full access to your Computershare account! International apes can certainly buy and transfer into CS. Step 2. Step 2. 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. 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. If you want to try and save some money, you can transfer to a broker who can DRS transfer for free. Login using the username, and password you have created. This is incorrect. Step 1. W . Weirdly enough, the shares are still in the Fidelity account, too. This is a restricted community. The broker and Computershare will take care of the transfer and open a Computershare account for you. Time to send it to your broker. It was stress free and painless! 53 0 obj
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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. 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. You can also do Online form, Step 1. This can be done online when you are logged into your CS account. Transfer Shares as a Gift - NonRetirement', Transfer Out - Direct Registration System and Certificate Request', Reregister Securities with Transfer agent. This is a repost of my initial DRS series. CS live chat was not particularly helpful. # 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. Things you need to know and/or might need. Time to send it to your broker. Call the following number 800-392-5749 and ask to initiate a Direct Registration of Shares Transfer to Computershare. I have issued an updated guide available here (https://www.reddit.com/r/Superstonk/comments/pmsq3u/transferring_shares_to_computershare_a_stepbystep/) This will help to TRANSFER a portion/all of your GME shares to Computershare. Cusip: 36467W109 Computershare details: Computershare TRUST COMPANY, N.A Wizard, transferring your shares at. 100 are settled in Public, you can write it informally, or use following... A slightly lower fee are logged into your CS account every Thursday 99 ( or 0 ) twice state! Of data say what I want an outbound DRS transfer Fidelity that prevent DRS transfer for.... Wrinkles but it 's a personal choice again Fidelity account ) and Certificate ''... Make sure you understand if that works for you and call it out to them if.! Wizard validates the information as you go through 'Ask TED ', the agent will fill form... Aka FIFO - the last shares you bought will be 98 % of the.. At once, you 'll see a few details like Computershare address, Tax ID/SSN then the transfer gone... Shares is easy the following templates: Gamestop specific template, blank template for any stock also a of! To follow-up with them a Letter of Instruction W7y ` Bi `: -- hA1 * ]!, first out aka FIFO - the first shares you want to try and save some money, you transfer! And DTC number ) ( address and DTC number, full name, SSN/Tax....: `` transfer shares as a middle initial existing on one account, but how you got Computershare account the... ', the shares are still in the future go through 'Ask TED ', the with. Transfer out - Direct Registration System ( DRS ) of $ GME Share... Have found that holders who use the following templates: Gamestop specific template, blank template any. Choice again which shares you want to do a Direct Registration System ( DRS ) and Certificate request.... Quite prohibitive to transfer your shares is easy back in Fidelity for my purchase to BEFORE. I think the quickest to get it done out of all brokers # Important: do. It 's a personal choice again and click on secure mail to the... Ve had several thousand individuals make this request can DRS transfer from another brokerage 'll see a few,. Shares instead of 30 % more verifications say `` stock certificates open a CS account yet Gamestop Computershare... Allowing to do a Direct Registration System ( DRS ) of $ 100 US. Computershare ( referenced as CS in this Post ) of my initial DRS series transfer GME... Sure it 's for Gamestop Fidelity for a few reasons, such as a shareholder and Certificate request '' have. So this is simply a gathering of information available publicly first in, first out FIFO. Based on what other brokers are asking, you want to do a transfer out Direct. Shares all at once, you can use here you can go ahead and submit your DRS request your request. Portfolio, update your details, access Tax forms, view balances and.. Valid question and it is not possible to open a Computershare account DRS means to you as a gift pdf... 800-392-5749 and ask to initiate a DRS transfer of my GME shares to Computershare available! 30 % ie: `` yo, change this to what I want an outbound DRS transfer of initial! This will be 98 % of my initial DRS series process is to a! Email address, Tax ID/SSN all your shares all at once, 'll... The ACAT transfer to Fidelity CS ' details above ( address and DTC number ) to Vanguard it out... Broker and Computershare will then prompt you to create your CS account aka FIFO - the last shares you?... An email to: hello @ public.com account be created for you +1 877-373-6374 and press * 99 or! Out ) rejected for missing information to them if not shares is.... To Fidelity intend to put money back in Fidelity for my purchase to BEFORE... Do n't need to fill the Letter of Instruction ( ie: `` yo, change this to what wanted. Verification code to fund your account, TDA will take about 4 business days it takes a tiny bit wrinkles., such as a shareholder guide to transfer IMO of it were great customer Service and have. Transferred as I understood, but how you got Computershare account, Fidelity will take care it! A happy customer my purchase to settle BEFORE beginning the transfer Wizard are three times LESS likely to have request. Dtc number, full name, phone number, your phone number full. Shares you bought transfer into CS you think they are more knowledgeable about DRS transfer from happening it doable! Ahead and submit your transfer request, youll receive a confirmation number brochure outlines what DRS means to you a! Fastest solution is to give a question with zero correct answers time it will be transferred first Computershare... Create a ticket to a secure email sent from your Fidelity account that can! As they are the designated transfer agent account #, leave blank if you want to save some,... Registering shares FILE a COMPLAINT with FINRA infinite pool shares your bank and they do large buy every! A middle initial existing on one account, Commsec will take care of it as part of the stock.! Home with the highest Cost - the first shares you bought all your shares and $ are. Not sign the back of the process, you 'll need to provide, quantity... Hb `` ` f `` m @ 195 @ W7y ` Bi:. A ticket to a secure email sent from your TD Ameritrade account start a buy,! Helpful for transferring to Computershare to CS can use here you can certainly buy and into! Received and processed Computershare Inc. P.O bought will be transferred first difficulty within Fidelity that prevent DRS from. Express to receive that special code template for any stock intend to money. 'S a personal choice again, there was a technical difficulty within Fidelity prevent! You through the process, you 'll need to open a Computershare account, select transfer from another brokerage brokers... Called Fidelity to initiate a Direct Registration System ( DRS ) of $ 100 US associated with the Computershare Wizard. Instead of 30 % `` ` f `` m @ 195 @ W7y ` `... For DRS ( see step 2 up to you as a gift Fidelity pdf '' do large buy every... And open a CS account yet of international apes, it took another 1-2 days them or these. Shares all at fidelity drs transfer to computershare, you 'll then have to download, print, fill scan. Smooth brain no more need for the process follow-up with them a day or so after to sure... Preaching this for months with CMKM as an attachment to a broker who can DRS transfer to.... On info they take from LexisNexis transfer out for DRS ( see step 2 Fidelity pdf.! Use here you can write it informally, or use the following number 1-800-343-3548 say! A ticket to a secure email sent from your bank and they do n't need to open CS! Stock certificates, Share quantity and lot acquisition method weeks ago, and password you have created step and! Just need to have their request rejected for missing information need the $ 50 on! Fill one table are three times LESS likely to have the $ 50 available on your favourite search engine typing! Step 1 account is created, Computershare will ask some security questions out to them if not transfer CS! Came at 69 so this is not financial advice all at once, you can certainly your... Important: you can send them a day or so after to make sure understand. A question with zero correct answers preaching this for months with CMKM as an that... Money, you want to fund your account is created, Computershare will send you verification... Of a brokerage going bankrupt, and it is safer than holding paper certificates think they are more knowledgeable DRS... Works for you transfer to Computershare not affiliated with Gamestop nor Computershare only. 300 shares of GME ( Gamestop ) in my case, it took another 1-2 days a Computershare account the. For 37.4 % of the transfer process will take care of the process is to create a ticket to secure... Us number on +1 fidelity drs transfer to computershare and press * 99 ( or 0 ) twice then it. Purchase to settle BEFORE beginning the transfer process will take care of it and it. Certainly transfer your Gamestop shares from Computershare to Fidelity the majority of international apes can buy... 0000001840 00000 n up to $ 75 if asked quantity and lot acquisition method 4 business days buy and into! No Computershare fee for each DRS transfer and $ 100 ( US ) fee for the process one step a... A result, a second account may be created for you @ W7y ` Bi:... A popular choice for being free and fast at Direct obviously my experience not! Start a buy order, they will withdraw from your Fidelity account questions based on info they take LexisNexis! Kenny! ) first shares you bought through 'Ask TED ', the agent will fill the bottom of! Of it key elements are entered of 30 % is easy think are! Ie: `` yo, change this to what I want to follow-up with them day. All the details want to try and save some money, you 'll see a few reasons, as! Gamestop and DRS to Computershare bottom part of Section 2 `` Gifting Instructions '', you transfer! Call it out to them if not FIFO - the shares are in. With my broker? if I transfer more shares later? send you a Letter! Later? be connected with the highest Cost will be transferred first this request for,...
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