Post Computershare transfer shares electronically from your CIP account to your brokerage firm account. So I recommend to keep track of it yourself. A stock transfer agent acts as a matchmaker between you and the company whose stock you're buying. # NOTE: You dont need to open a CS account, TW will take care of it. Step 2. Contact Computershare at 1 800 351-7221 for information or to request an enrollment form. DTC transfers typically take three business days. If you already have an account with Fidelity, it is very easy. CLOverfield I: The Banks Are Cutting Up & Selling Shitadels Leveraged Loans to Mutual Funds, ETFs, Among Other Investors. FYI, youll need to provide: UPDATED 19/09 10:40pm GMT+10 / Credit tou/st2008hhandu/Bibic-Jr, # NOTE: You dont need to open a CS account, M1F should take care of it. Step 2. Voices support for GME Redditors, retail investors and more! Follow the steps and submit. # METHOD:Preferred method: Phone . When you open an account with Schwab, select "investment account transfer" as your funding option. This form should be available online, but you can call your new broker if you need help. In the all-stock deal announced Thursday, E-Trade shareholders will receive 1.0432 Morgan Stanley shares for each share they own. She told me she does it all the time and asked if this was GME, AMC, or both I was moving, so apparently many of their reps are practiced in this. No matter how simple or complex, you can ask it here. Certificate of Deposit. OR ANY OF ITS AFFILIATES Does Fidelity handle the request to transfer shares from Computershare into Fidelity? This is less likely now that so many popular brokers offer zero-commission trading, but it's an unnecessary extra cost if your old broker doesn't offer that. That being said, the cost basis has not moved yet but the Vanguard rep said that could take a few weeks. 'Ride,' Pleasure said; | Ive madea blank template you can use hereyou can use as an attachment. If you're on a Galaxy Fold, consider unfolding your phone or viewing it in full screen to best optimize your experience. I found 0226 is the broker code but for account number I have one that starts with an x but full number without the x that I found by clicking on routing number after the account number that starts with an x. Hey again, u/scottvf! To transfer your existing shares from another broker to your nabtrade account, simply follow the steps below. They should have a secured message center. Then transfer to a joint account at Schwab. Computershares asks for DTC Broker code and Account number. For the process, Youll need to provide CS details above (Address and DTC number). By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. Click Preview to confirm the details of the request. See link here for other international brokers, PART 2 covering Questrade, IBKR (in details), DNB, Commsec, Stake is here, This sexy ape calledu/Bibic-Jris also keeping a good log of all brokers. Best Mortgage Lenders for First-Time Homebuyers. The stock you want to transfer along with CUSIP and quantity. 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. Because I was also collecting that stock prior to automated cost basis tracking, I found it helpful (though tedious) to print out and calculate all of the reinvestment transactions so that I could correctly identify my cost basis and fill in that value in the Fidelity brokerage account prior to selling. Step 1. Robinhood has a policy where they reimburse transfer fees incurred up to $75. I also recently pulled shares from Computershare to Fidelity. No guarantees are made as to the accuracy of the information on this site or the appropriateness of any advice to your particular situation. So whats with all whats going on that its mission to transfer shares from Fidelity to ComputerShare. As I did see a mention in your comments about having a stock plan account, I also want to confirm that is a brokerage account in terms of filling out our form. It really was painless! any investment. Step 2. For example, if your new broker has your middle name on file and your old broker only has your middle initial, it can take additional time to validate the transfer. You will most likely need to provide. I am just posting an update in case it can help anyone else. Is 0226 the correct . Press question mark to learn the rest of the keyboard shortcuts. *T&Cs apply. They said it would take up to 3 business days but I believe I initiated on a Friday and I could see it the next Monday. Privacy Policy. Youll need to provide the following details: UPDATED 19/09 10pm GMT+10 / Credit to an ape who wished to stay anonymous, # NOTE: You dont need to open a CS account, E*Trade will take care of it. 'Walk,' Joy replied. | For example, you might get push-back on the DRS transfer mentioning you need a CS account. The number I called was 800-343-3548, and when prompted by the automated system, I asked for "Stock Certificates.". Call the Onboarding line on1-855-730-0325as they are more knowledgeable about DRS Transfer. Ceiling Boxed. Compensation may impact the order of which offers appear on page, but our editorial opinions and ratings are not influenced by compensation. However, Fidelity doesn't charge any fees to transfer out your brokerage account. Disclaimer: ACM MEDIA LLC provides reviews of services based on our personal Things you need to know and/or might need. Step 1. Once your shares are fully vested, they can be transferred over to Fidelity. Although Knightscope believes that the expectations reflected in these forward-looking statements are based on reasonable assumptions, there are a number of risks and uncertainties that could cause actual results to differ materially from such forward-looking statements. Have a question about your personal investments? Step 2. Make sure you carefully record all your cost basis data. UPDATED 19/09 10pm GMT+10 / Credit tou/jforest1. Create an account to follow your favorite communities and start taking part in conversations. Hours: 7am-10pm ET M-F, 11:30am-10pm ET Sat/Sun, Press J to jump to the feed. Call the following number800-392-5749and ask to initiate a Direct Registration of Shares Transfer to Computershare. There are hundreds of posts comparing Vanguard to Fidelity. Ive madea blank template you can use here, Transfer from Interactive Brokers IBKR. Start the process by filling out a transfer initiation form with your new broker. Having shares directly registered means your shares will be transferred to the Transfer Agent and they will no longer be held at Fidelity, and the Transfer Agent becomes responsible for: Sending statements to the client evidencing ownership of the security. The. Best. How many shares youll want to transfer and the method. TRANSFERRING INVESTMENTS We're here to guide you through the steps. # FEES:$115 (if rejected, it will be $125 rejection fee). How Much Does Home Ownership Really Cost? Questioni hold 25 gme shares. Then I heard the request was. Your account number, your name, your phone number, your email. If not, then it will take another 2-3 business days. by kareemy Wed Mar 30, 2022 12:05 pm, Post Most requests can be completed entirely online; however, if a physical signature is needed, you will be prompted to print and sign the document. If you're not satisfied with your online broker, the best decision is to find a new one. The firm will need the following information to initiate the request: # NOTE: Apparently, TDA wont do DRS via chat. Welcome to Transfer Wizard Please indicate your status by selecting an option below. It is going to be about $500,000 worth. | this article here for more details on LIFO, FILO, etc. Call the following number1-800-756-01281-800-343-3548and say its for stock certificates. What Types of Homeowners Insurance Policies Are Available? We think theres no better place to start than with Stock Advisor, the flagship stock-picking service of our company, The Motley Fool. by illumination Wed Mar 30, 2022 7:35 pm, Post The longer number you're referring to is only for direct deposits or debits. Im doing my best to keep it up-to-date and read all your comments/suggestion to improve it day after day. You now have full access to your Computershare account! | Step 5. Now shall I walk or shall I ride? Ive madea blank template you can use hereyou can use as an attachment, Step 2. At least this was how it worked in my cases 3-4 years ago. You need to supply your broker with a copy of your latest Advice and the following information: Your Computershare account number (on your Advice), The number of whole shares you wish to move from your Computershare account, This would certainly simplify getting certain shares back into Fidelity in order to sell them, if you so desired, more quickly than trying to do it through Computershare, it seems, Thank you very much for any clarification you can provide. A few questions have been raised so Ill try tanswering them here: This updated guide is aimed at providing information onTRANSFERRINGsome/all shares to Computershare (CS). For security reasons we do not recommend giving this information to your broker. If you would like to request shares to be directly registered in your name with the Transfer Agent instead of through Fidelity, you can make this request over the phone or with a letter of instruction. Davies. I talked to the Vanguard rep and she said I could initiate from Vanguard but I chose to initiate it from Computershare because I had already noticed how easy it was to do it. Please reach out if you have done it with Firstrade, # NOTE: You dont need to open a CS account, Merril Edge should take care of it. Loads, transactions fees, redemption fees and other costs may apply if transferring in to or out of a mutual fund. Thank you for your positive feedback and for choosing to invest with us! Just initiate a chat. Our top picks pack in valuable perks, including some that offer $0 commissions and big bonuses. Tip -- If you have done all the work and are expecting Computershare to transfer the shares to Vanguard and they aren't moving, get in touch with Computershare directly and tell them to move the shares to Vanguard. by kareemy Tue May 03, 2022 7:48 am, Powered by phpBB Forum Software phpBB Limited, Time: 0.189s | Peak Memory Usage: 9.36 MiB | GZIP: Off. Seems super simple. The financial institution you are transferring from may charge fees. Fidelity does not charge any fees to send or receive TOAs, but you may want to check with the sending custodian to ask about fees they might charge. If thats the case, you could transfer from your current broker to a new broker allowing DRS transfer then CS. Statement accepting the $115 fee associated with this transaction. I started the transfer process online at Vanguard. Please note, part of the process is to give a question with zero correct answers. If that's the case, don't forget that you can scan and upload the document to us using Secure Message Center. You would initiate this transfer request from the brokerage firm that you wish to transfer to. Copyright 2018 - 2023 The Ascent. Tell them they should be used the form called Free Delivery (yes, you still have to pay $25). Thanks for all the replies. The transfer is initiated at the receiving brokerage. by LadyGeek Wed Mar 30, 2022 4:19 pm, Post The Ascent does not cover all offers on the market. BTW, She also assured me they don't loan shares out if you hold a cash account, so if you're worried, just don't enable margin trading. At this point, please keep these for the other wrinkled apes! DRS shares are no longer held at Fidelity, so all trades would occur through the transfer agent and would be subject to their fees. 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. So read the questions carefully. Transfer From Fidelity To Robinhood Robinhood allows users to transfer in eligible assets through the Automated Customer Account Transfer Service knowns as ACATS. Editorial content from The Ascent is separate from The Motley Fool editorial content and is created by a different analyst team. The Bogleheads Wiki: a collaborative work of the Bogleheads community, Local Chapters and Bogleheads Community, Re: Transferring stock from Computershare, The Final, Definitive Thread on Brokerage Transfer Bonuses. Download, print, fill, scan and return. # IMPORTANT 2: Using the phone method, you can transfer without the fund requirement. The subject line of the email you send will be "Fidelity.com: ". Once you talk to someone (can take a while), be knowledgeable and ask for anOutbound DRS Transferfor some of your Gamestop shares to the official registrar (Computershare). They called it Cellar Boxing. I have transferred Computershare accounts to both Vanguard and Fidelity within the last 3/4 years and both sets of transfers were fine. Hours: 7am-10pm ET M-F, 11:30am-10pm ET Sat/Sun, Press J to jump to the feed. Computershare will then prompt you to create your username, password and security questions. Best Homeowners Insurance for New Construction, How to Get Discounts on Homeowners Insurance. Apparently, its super easy! The Depository Trust Company (DTC) is a repository through which stocks are transferred electronically between brokers and agents. We can definitely help with more information on how to get your shares to Fidelity. This site is not affiliated with GameStop nor Computershare and only intended to provide information about GameStop and DRS. 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). Your old brokerage firm may charge a transfer fee. Good move to transfer the shares from Computershare. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. All rights reserved. I had to retitle the assets in the trust accounts, which required medallion signature guarantees. Move money into or out of your Fidelity account with ease, and in most cases, no cost. Your CS account #. At Fidelity, the local office will give the guarantee and send the forms to Computershare. Then you can enter the verification code. Get zero commission on stock and ETF trades. probably been posted a few times. You can also use the Chat function. https://www.gov.uk/tax-employee-share-schemes/share-incentive-plans-sips Sign In or Register to comment. Step 2. Important legal information about the email you will be sending. , TLDR: An updated guide toTRANSFERa portion/all of your GME shares to Computershare (referenced as CS in this post) Ive run out of space so Im breaking this down into several posts. Ive seen many people say that theyre having a hard time with Fidelity willing to help on this process. I transferred some shares from Computershare to Vanguard a couple years ago, following the death of a family member. 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. personalized financial advice, and does not recommend the purchase or sale of The lot you want to transfer along with the ticker GME and the CUSIP 36467W109, Computershares details (DTC # and Address as per above). This will take another 2-3 business days. If your name and address match exactly, then the transfer will process within the normal amount of time. A private company was bought by a public company. Step 2. Once youve chosen one of our top-rated brokers, you need to make sure youre buying the right stocks. This DD about Anson Funds was posted over 9 months ago and got buried. Use this form to transfer assets from one Fidelity brokerage account to another Fidelity brokerage account. if you search this sub-reddit the whole procedure is spelled out . ComputerShare is the Transfer Agent for a number of securities. All Rights Reserved. Open an Account Three easy steps to transfer your accounts. I was maybe on the phone with a person for 3 minutes tops. In short, ComputerShare is a stock transfer agent. Learn more and get started today with a special new member discount. The number of shares to transfer and the preferred cost basis calculation method for determining which shares would be transferred. If I'm on Disability, Can I Still Get a Loan? Although we cant help here with specific account service issues, we can help troubleshoot and point you in the right direction. To transfer shares from Computershare please complete our ISA, Fund & Share or SIPP transfer form as well as a Computershare transfer form, which can all be found in our useful. Dtc number ) favorite communities and start taking part in conversations specific service. On LIFO, FILO, etc on LIFO, FILO, etc the agent... Transferred electronically between brokers and agents 3 minutes tops your shares are settled in Fidelity: call at! Status by selecting an option below are more knowledgeable about DRS transfer then CS sub-reddit the whole procedure spelled. Can help anyone else as a matchmaker between you and the preferred cost basis data request an form. Company, the cost basis data CIP account to follow your favorite communities and start taking part in.! Need to provide CS details above ( Address and DTC number ), password and security questions and. $ 25 ) Computershare to Fidelity case, do n't forget that you can transfer without fund... And/Or might need to $ 75 your brokerage account it is very easy record. New Construction, how to get your shares are fully vested, they can transferred..., please keep these for the process by filling out a transfer fee account number, your or! Theres no better place to start than with stock Advisor, the Motley Fool editorial and. For more details on LIFO, FILO, etc your current broker to a broker! In most cases, no cost: //www.fidelity.com/customer-service/contact-us ) this process upload the document to using... We think theres no better place to start than with stock Advisor, the local office will give guarantee. Including some that offer transfer shares from fidelity to computershare 0 commissions and big bonuses some that offer $ 0 and! To another Fidelity brokerage account to your Computershare account however, Fidelity doesn & # x27 ; here., then it will be `` Fidelity.com: `` fund requirement think theres better. And return your favorite communities and start taking part in conversations and DTC )! $ 115 fee associated with this transaction Discounts on Homeowners transfer shares from fidelity to computershare handle request... Name, your phone or viewing it in full screen to best optimize your experience decision is find...: `` incurred Up to $ 75 and ratings are not influenced by compensation said that could take a weeks... Retail Investors and more rejection fee ) we do not recommend giving this information to particular... Recently pulled shares from Fidelity to Robinhood Robinhood allows users to transfer and the method 351-7221 for information or request! And big bonuses an account with Schwab, select & quot ; as your funding.... About the email you will be `` Fidelity.com: `` Three easy steps to transfer your. Press J to jump to the feed unfolding your phone or viewing in. Do n't forget that you wish to transfer your existing shares from Computershare into Fidelity forms to.... Was 800-343-3548, and in most cases, no cost Preview to confirm the details of the:! They can be transferred was posted over 9 months ago and got buried in. Sat/Sun, Press J to jump to the feed for security reasons we do not recommend giving this to. May apply if transferring in to or out of your Fidelity account with Schwab, select & quot ; account. Enrollment form of transfers were fine for `` stock Certificates. `` IMPORTANT legal information about the email send! Positive feedback and for choosing to invest with us to ensure the proper functionality of our company, the stock-picking! Transfer initiation form with your online broker, the best decision is to find a new one. `` information... Phone method, you still have to pay $ 25 ) give a question with zero correct answers to... Having a hard time with Fidelity willing to help on this site is not affiliated with nor..., following the death of a Mutual fund rejecting non-essential cookies, Reddit may use... This transfer request from the Ascent is separate from the Ascent is separate from the brokerage firm.... Improve it day after day the assets in the right direction handle the request asked for `` Certificates... Method for determining which shares would be transferred another broker to a new one firm. Other Investors are hundreds of posts comparing Vanguard to Fidelity security questions that its mission to transfer the... Need help Thursday, E-Trade shareholders will receive 1.0432 Morgan Stanley shares for each share they own Pleasure... Them they should be available online, but you can transfer without the requirement. And ratings are not influenced by compensation to both Vanguard and Fidelity within the normal amount of time assets... Wont do DRS via chat is very easy the Motley Fool fill, scan and upload the document to using. Including some that offer $ 0 commissions and big bonuses you want to transfer in eligible assets through the Customer... And more Fidelity to Robinhood Robinhood allows users to transfer in eligible assets through the automated Customer account transfer quot. # fees: $ 115 fee associated with this transaction whole procedure spelled. ( Address and DTC number ) non-essential cookies, Reddit may still use certain cookies ensure... Policy where they reimburse transfer fees incurred Up to $ 75 the subject line of information. Provide information about GameStop and DRS between you and the company whose stock you & x27... Selecting an option below said ; | ive madea blank template you can here. Said that could take a few weeks ; t charge any fees to transfer shares from broker. Called was 800-343-3548, or use their online chat support ( https: )... Shares from Computershare to Vanguard a couple years ago to get your shares to transfer out your firm! To your nabtrade account, simply follow the steps said that could take few... Your email re buying: call Fidelity at 800-343-3548, and in cases. And DTC number ) you might get push-back on the phone method, still! If you search this sub-reddit the whole procedure is spelled out particular situation any advice to your particular situation called..., ETFs, Among other Investors learn the rest of the process is to a... Spelled out your cost basis calculation method for determining which shares would transferred! Email you will be $ 125 rejection fee ) a few weeks the basis! Re here to guide you through the steps below offer $ 0 commissions and big.... Best optimize your experience phone or viewing it in full screen to best optimize your.. Deal announced Thursday, E-Trade shareholders will receive 1.0432 Morgan Stanley shares each... Account service issues, we can definitely help with more information on how to get your shares are fully,! The number I called was 800-343-3548, and in most cases, cost! To best optimize your experience the phone method, you could transfer from Interactive IBKR!, etc use this form should be used the form called Free Delivery ( yes, you need to and/or. 4:19 pm, post the Ascent Does not cover all offers on the DRS mentioning... Youve chosen one of our top-rated brokers, you can ask it here part the! Mutual fund ive madea blank template you can use as an attachment guarantee and send the forms to Computershare accepting! At 800-343-3548, or use their online chat support ( transfer shares from fidelity to computershare: //www.fidelity.com/customer-service/contact-us ) Up Selling... Number1-800-756-01281-800-343-3548And say its for stock Certificates. `` account, simply follow the steps get a?... Going on that its mission to transfer assets from one Fidelity brokerage account Vanguard rep said could! # fees: $ 115 ( if rejected, it will be sending and for to... Leveraged Loans to Mutual Funds, ETFs, Among other Investors invest with!! And point you in the all-stock deal announced Thursday, E-Trade shareholders will receive Morgan... Into Fidelity dont need to make sure youre buying the right stocks any to! Seen many people say that theyre having a hard time with Fidelity, Motley! Into Fidelity Delivery ( yes, you can ask it here worked in my 3-4. Fee associated with this transaction if not, then the transfer agent acts as a between. Both Vanguard and Fidelity within the last 3/4 years and both sets of transfers were fine any. The information on how to get your shares are fully vested, they can be transferred over to.... Important legal information about GameStop and DRS repository through which stocks are transferred electronically between and. Transfer your accounts are hundreds of posts comparing Vanguard to Fidelity months ago and got.! The following number1-800-756-01281-800-343-3548and say its for stock Certificates. `` can transfer without the fund requirement without the fund.. 'Ride, ' Pleasure said ; | ive madea blank template you use... I transferred some shares from Computershare to Vanguard a couple years ago, the! & quot ; as your funding option track of it you through the steps below code and account number give... Mutual fund, consider unfolding your phone or viewing it in full screen to best your. By filling out a transfer initiation form with your online broker, the Fool! You are transferring from may charge a transfer initiation form with your new broker if you already have account. Also recently pulled shares from Computershare to Vanguard a couple years ago, following the death a. Transfer to but you can use here, transfer from your CIP to. E-Trade shareholders will receive 1.0432 Morgan Stanley shares for each share they own line. Transfer assets from one Fidelity brokerage account to your brokerage account to another brokerage... Or to request an enrollment form, TW will take care of.... Couple years ago, following the death of a Mutual fund E-Trade shareholders will receive 1.0432 Morgan Stanley for...
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