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Once your account is created, Computershare will send you a verification letter in the mail. A statement accepting the $115 fee associated with this transaction. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. If you are not planning on selling these, why do you care if they are in transit? DTC# 7807. Double-check that you won't need the $500 deposit. Step 2. 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). Then you can enter the verification code. <]/Prev 51848>>
r/Superstonk I just moved 1/2 my shares to Computershare and it was easy peasy! I just wanted to share my personal experience transferring shares, to hopefully assist or convince encourage a fence-sitter that this is truly the way (not financial advice). 0000040821 00000 n
You can also do Online form, Step 1. With your Letter of Instruction complete, write an email to: hello@public.com. If you want to try and save some money, you can transfer to a broker who can DRS transfer for free. Here is something I found really quickly. 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). The Transfer Agent's name, DTC number, and address. brochure outlines what DRS means to you as a shareholder. You'll need your Fidelity Account #, Computershare's details (Address and DTC #, see above), Gamestop ticker (GME) and CUSIP 36467W109 plus some personal information. Fidelity is a popular choice for being free and fast at direct registering shares. This can be for a few reasons, such as a middle initial existing on one account, but not the other. At this point in time, I registered my CS account, and chose the online verification. I noticed it doesn't work if your postcode as letters in it. I can't find it anymore, so go figure. The DRS provides protection against risk in the case of a brokerage going bankrupt, and it is safer than holding paper certificates. Login using the username, and password you have created. Step 3. Computershare will then prompt you to create your username, password and security questions. So read the questions carefully. endstream
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Access Issuer Online. Create your account after shares have settled in 6-7 days. Click Preview to confirm the details of the request. We have found that holders who use the Transfer Wizard are three times LESS likely to have their request rejected for missing information. Obviously, my IQ is around 3, the same as Stevie C's dick size and I regularly eat crayons for breakfast so this is NOT financial advice. Check the box next to the security for which a certificate should be issued or a DRS transfer should be processed. Transferring an IRA to CS is possible. I was connected to an agent, stated that "the purpose of my call [is] to transfer shares, or DRS, to computershare". 0000008649 00000 n
Your broker will transfer the shares based on your name and address. Today I logged into my CS account and saw that the transfer had been completed. 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? 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. Login using the username, and password you have created. Check it out and don't hesitate to drop names like IIROC (as they regulate WS and some brokers). A safe place for apes who like the stock $GME. 4 minutes. How can I, as an Australian, buy direct through computer share? NOTE: For transparency, it didn't work for me since my postcode (ZIP) is 4 digits. 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. Login to CS website and try registering online (2) (you might need a VPN or overwrite the default country redirect (1). Hi u/ksknksk, and welcome to r/fidelityinvestments. Fidelity have been known to reimburse up to $75 if asked. Return via email. Fidelity will pull your shares from Firstrade. For some of these DRS, you'll need a few details like ComputerShare address, etc. FYI, you'll need to provide: The lot you want to transfer along with the ticker GME and the CUSIP 36467W109, Computershare's details (DTC # and Address as per above), If you don't have a CS account, just write "To be created by Computershare" or "N/A", # NOTE: You don't need to open a CS account, Schwab will take care of it. For me, I want these shares in MY name, not street name. We have collected feedback from our Reddit posters about wanting that capability, but at this time we are only able to DRS shares from a non-retirement account. # NOTE: You don't need to open a CS account, Fidelity will take care of it. If you are still having second thoughts please do not be afraid or hesitate! For more information, you can refer to our most recent Hot Topic post: Direct Registration System (DRS) Transfers and how we lend shares. ComputerShare is not some shady company. You gotta be patient unless you ain't (see below if that's the case). For some of these DRS, you'll need a few details like ComputerShare address, etc. This can be handwritten or typed, but it must be signed with wet ink. "How long does it take?" With IBKR it's a simple process, I am currently in it. 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. Its a pretty quick and easy phone call and I think the quickest to get it done out of all brokers. At that point, they should be able to pull the right form and help you out. When my plan plays out I fully intend to put money back in fidelity for my investments. This can be handwritten or typed, but it must be signed with wet ink. TLDR: Called Friday Morning, shares in Computershare today (9/28). This is simply a gathering of information available publicly. Step 1. If you are ready to start the process of direct registration (DRS) for a non-retirement Fidelity account, please give us a call. You'll need your TDA Account #, Computershare's details (see above), Gamestop ticker (GME) plus some personal information. As a result, a second account may be created for you. Create an account to follow your favorite communities and start taking part in conversations. The Transfer Wizard will provide step-by-step instructions, walk you through the transfer process and assist you in completing the online form. 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. Don't risk delays. Our goal is to help Redditors get answers to questions about Fidelity products and services, money movement, transfers, trading and more. Step 1. If youre on the fence about transferring, like I was as Arnold would say, just do it! New technologies have increased the accuracy and efficiency of transactions. You'll need a few details ready (Your TDA Account, the security name, your name, DOB, SSN or Tax ID #, Custodian's name, your address). As a result, some investors were not able to transfer their GME shares to Fidelity. See below: #Note: You don't need to open a ComputerShare account, Fidelity will take care of it as part of the process. INTERNATIONAL APES: you'll need to fill a W8-BEN form. - That question has been floating around lately. If you don't have a CS account, that's ok, they should be able to proceed. # 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. xref
This is for issuance of a Certificate, not a DRS transfer. Step 2. This will take roughly 3 days. Call 1-800-387-2331. The last ones? Step 2. Step 1. Call the Onboarding line on 1-855-730-0325 as they are more knowledgeable about DRS Transfer. Mais oui! Weirdly enough, the shares are still in the Fidelity account, too. You can also use the Chat function. Welcome to Transfer Wizard Home With the Computershare Transfer Wizard, transferring your shares is easy. "So why transfer to CS if I can simply not sell some of my shares to create one of these fancy pool for myself?" Say: I agree to the $115 fee to DRS transfer. Indicate the number of shares for which certificates should be issued or a DRS transfer should be processed. When your broker has confirmed it's done, you will not hear from CS to confirm it's completed. Step 2. Download, print, fill, scan and return. The fastest solution is certainly as an attachment to a secure email sent from your TD Ameritrade account. To fill the bottom part of Section 2 "Gifting Instructions", you'll see a few tables for the Investment Name. I understand what an outbound DRS transfer is, and I accept the fees associated with the transfer. Your Public account number, full name, phone number, email address, Tax ID/SSN. # PROCESS COMPLEXITY : (Phone) / (Form/Secured online message), # METHOD: Phone or Form/Secured online message, Step 1. I eat yellow crayons for breakfast and my last IQ test came at 69 so this is NOT financial advice. Up to you but feel free to download my letter template and fill in your details. No Computershare fee for the ACAT transfer to Vanguard. Direct link for TDA form: https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf. Press J to jump to the feed. 0000009490 00000 n
#, then press 4 then 2. Call the Onboarding line on 1-855-730-0325 as they are more knowledgeable about DRS Transfer. Computershare Trust Company, N.A., P.O. Reddit and its partners use cookies and similar technologies to provide you with a better experience. This can be for a few reasons, such as a middle initial existing on one account, but not the other. Employee Online. trailer
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. 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. You will receive your transfer confirmation a few weeks later. At that point, they should be able to pull the right form and help you out. 0000028740 00000 n
NOTE: You'll see a note on top of the form for a $500 fee. When you go through 'Ask TED', the agent will fill the form for you, Step 2. 1996 - 2023 Computershare Limited. Step 2. The stock you want to transfer along with CUSIP and quantity. Put a statement agreeing to the fees, (eg. # NOTE: You don't need to open a CS account, TDA will take care of it. 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. 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. Access Employee Equity Plans. For the email write: I would like an outbound DRS transfer as detailed in the attached Letter of Instruction. htW TnjZ\UIUG5j. For the Transfer Agent Account #, leave blank if you don't have a CS account yet. Fidelity New Trading Dashboard Is Now Available, Fidelity Private Client Program Benefits & Requirements, Fidelity (149009) Were Sorry, but Your Account Isnt Eligible. Open an account with Fidelity. Step 1. Step 2. Computershare applies fees to services and actions enacted through the company as with other financial companies. Create an account to follow your favorite communities and start taking part in conversations. 0000001840 00000 n
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Last month, there was a technical difficulty within Fidelity that prevent DRS transfer from happening. Say: I want an outbound DRS transfer of my GME shares to Computershare. Fidelity have been known to reimburse up to $75 if asked. 0000026132 00000 n
Your CS account #. For more information, please see our Step 4. All of my shares have been settled for a while. It can take 3-5 business days for the lots to show correctly on Fidelity.com. You can write it informally, or use the following templates: GameStop specific template, blank template for any stock. etc). 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 . u/PM_Your_Green_Buds has written a post for Canadians about delays. - Really valid question and it's a personal choice again. 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. Just head to 'Contact us' and click on 'Secure Mail'. DRS is not available from a retirement account. brochure outlines what DRS means to you as a shareholder. 0000027795 00000 n
I did this process and was told by fidelity they require an account number so I have to do it all over again. This will be used to create your CS account. Privacy Policy. Computershare will then prompt you to create your username, password and security questions. I was looking into how I can drs x amount of shares to CS? Step 3. "Computershare has a shitty ceiling on max sell?" # FEES: $115 (if rejected, it will be $125 rejection fee). Will fill the form for you, Step 2 download my letter template and fill in your.... Anymore, so go figure through the transfer process and assist you in completing the online verification the fence transferring! Will be $ 125 rejection fee ), buy direct through computer share your letter of Instruction any stock,... 0000028740 00000 n last month, there was a technical difficulty within Fidelity prevent. Canadians about delays the Onboarding line on 1-855-730-0325 as they are more knowledgeable DRS. Morning, shares in my name, DTC number, ZIP Code, of... 1-855-730-0325 as they are in transit go through 'Ask TED ', the shares based on your name and.! Help you out to try and save some money, you 'll see few! It out and do n't have a CS account, too may still use certain cookies to ensure proper. To pull the right form and help you out and password you created. Movement, transfers, trading and more template, blank template for any stock ZIP ) is 4 digits DTC! Weeks later registering shares ZIP Code, name of the form for you, Step 2 it 's done you..., leave blank if you do n't have a CS account yet ; ll need few! At 69 so this is not financial advice out and do n't have a CS and... Drs means to you as a shareholder n your broker has confirmed 's! Account to follow your favorite communities and start taking part in conversations, shares in my name phone! Solution is certainly as an Australian, buy direct through computer share enacted through the company as other. Line on 1-855-730-0325 as they are in transit, scan and return provide step-by-step instructions, you. Agent will fill the form for a few reasons, such as a.. The following templates: GameStop specific template, blank template for any stock the lots to correctly. Wet ink my name, not a DRS transfer say, just do it and quantity created for you prevent! N last month, there was a technical difficulty within Fidelity that prevent DRS transfer for free and my IQ., etc Agent account #, then press 4 then 2 username, and address applies fees to services actions. All brokers a W8-BEN form as letters in it 2 `` Gifting instructions '', &. And my last IQ test came at 69 so this is not financial advice blank template any! Signed with wet ink chose the online form, Step 1 you through company... Will send you a verification letter in the mail case of a should... The Agent will fill the form for a few tables for the lots to show correctly on.... Gamestop specific template, blank template for any stock your name and address show! ( 9/28 ) show correctly on Fidelity.com a simple process, I am currently in it $! Wet ink ( see below if that 's ok, they should be processed - valid... Account may be created for you trading and more the Computershare transfer Home! Anymore, so go figure, Computershare will then prompt you to create username! The stock $ GME username, password and security questions such as a middle existing... What an outbound DRS transfer mail ' so go figure still in case... Fidelity have been known to reimburse up to $ 75 if asked password you have created they regulate and... At direct registering shares are three fidelity drs transfer to computershare LESS likely to have their request for... Done out of all brokers are not planning on selling these, why you... Today ( 9/28 ) as Arnold would say, just do it ZIP Code, of! Take 3-5 business days for the email write: I want these in. For being free and fast at direct registering shares unless you ai n't ( see below if that 's case. Security questions fidelity drs transfer to computershare is, and password you have created 0000028740 00000 n #, leave blank if you n't., and password you have created by rejecting non-essential cookies, Reddit may use. Will take care of it it can take 3-5 business days for the lots to show correctly on.!, etc name, phone number, email address, etc computer share do form! Instructions, walk you through the transfer Agent account #, leave blank if you to! N'T find it anymore, so go figure and start taking part in conversations if are. The online form, Step 1 or typed, but it must be signed wet! Transfer process and assist you in completing the online form it out do. To Computershare and it is safer than holding paper certificates form fidelity drs transfer to computershare help you out, please see our 4... A better experience but it must be signed with wet ink think the quickest to get it done of. Provide step-by-step instructions, walk you through the transfer Agent account #, blank... Anymore, so go figure Ameritrade account been settled for a few,... Attached letter of Instruction 1-855-730-0325 as they are more knowledgeable about DRS transfer technical difficulty within Fidelity prevent. Can transfer to Vanguard enough, the shares are still in the case of brokerage. Some of these DRS, you will receive your transfer confirmation a few weeks later write. Template for any stock fee associated with this transaction email sent from your Ameritrade., full name, DTC number, email address, Tax ID/SSN Computershare... Still use certain cookies to ensure the proper functionality of our platform say... It out and do n't need to open a CS account, Fidelity will care. Transfers, trading and more direct link for TDA form: https: //www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf some! As a middle initial existing on one account, but not the other was looking into how I DRS! Australian, buy direct through computer share broker has confirmed it 's personal... Few weeks later ( if rejected, it did n't work for me, I my! Direct link for TDA form: https: //www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf save some money you. Still use certain cookies to ensure the proper functionality of our platform I ca find! Rejected for missing information and my last IQ test came at 69 so this is issuance! Or hesitate their request rejected for missing information is certainly as an to. At direct registering shares ( see below if that 's ok, they should be able to pull the form! Also do online form are not planning on selling these, why do you care if are... Indicate the number of shares for which a certificate, not a DRS transfer should be processed the quickest get! To Vanguard eat yellow crayons for breakfast and my last IQ test came at 69 so is... Transfer process and assist you in completing the online form of transactions Instruction complete write... Letter in the case of a brokerage going bankrupt, and password have! Certificates should be processed not a DRS transfer of a certificate should be able to pull the form. Case ) letter template and fill in your details not planning on selling these, why do you care they. Your favorite communities and start taking part in conversations to put money in. It done out of all brokers second thoughts please do not be afraid or hesitate below if that ok. Fidelity for my investments you want to try and save some money, you will not hear from CS confirm! Indicate the number of shares to Computershare and it was easy peasy the fastest solution is as! Like IIROC ( as they are more knowledgeable about DRS transfer for.! A technical difficulty within Fidelity that prevent DRS transfer is, and address 1/2 my shares to CS show... A few reasons, such as Social security number, full name, not a transfer! Agree to the $ 500 fee IBKR it 's a personal choice again then prompt you to create your after... Wizard will provide step-by-step instructions, walk you through the company as with other financial companies last IQ came... Out and do n't have a CS account and saw that the transfer,... Wo n't need to fill the bottom part of Section 2 `` Gifting instructions '', &!, Computershare will then prompt you to create your CS account, TDA take... Looking into how I can DRS transfer for free verification letter in the Fidelity account, TDA will care... Based on your name and address means to you as a middle initial existing one... My postcode ( ZIP ) is 4 digits and address that point, they should be processed was. Tax ID/SSN send you a verification letter in the case of a brokerage going bankrupt, and address as middle. $ GME does n't work if your postcode as letters in it stock you to... Check it out and do n't need to open a CS account, too n your broker confirmed. Account to follow your favorite communities and start taking part in conversations to pull right... Registered my CS account, and chose the online form, Step 1 templates: GameStop specific template, template. Our Step 4 and saw that the transfer had been completed ai n't see... On top of the stock $ GME write: I agree to the fees associated with this transaction n month. Fill in your details have settled in 6-7 days letter of Instruction letters in it new technologies have increased accuracy. Cookies and similar technologies to provide you with a better experience I fully intend to put money back in for!";s:7:"keyword";s:38:"fidelity drs transfer to computershare";s:5:"links";s:741:"Vehicles With 4x156 Bolt Pattern,
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