fidelity drs transfer to computershare

Answer security questions such as Social Security number, ZIP Code, name of the stock that you hold (GameStop). Each investor is responsible for their own decisions. This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $100. 0000018659 00000 n startxref Your shares are held in book-entry form. Download, print, fill, scan and return. 0000014651 00000 n Your shares are held in book-entry form. Say: I want an outbound DRS transfer of my GME shares to Computershare. If you are in the US or Canada, you can check u/BananyaBangarang who has put together an awesome guide. Hm, so you telling me, that i can DRS even if Computershare doesn't represent in my country because IBKR does? 0000000016 00000 n Direct Registration is the way. I'm Diego, 38, and I currently reside in New York. This will take another 2-3 business days. 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. Transfer Wizard is the quickest, easiest and most accurate method to create your transfer documents. He knew. Highest Cost - The shares with the highest cost will be transferred first. Hi u/ksknksk, and welcome to r/fidelityinvestments. It's worth checking if you can't find your broker in Part 1, Part 2, Part 3 or 4. Call 1-800-387-2331. 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). Part 2 will focus on BMO, Disnat, Questrade, RBC Direct Investing, Scotia iTrade, SoFi, Tastyworks, TD Canada, TIAA, Tradezero. For the process, You'll need to provide CS' details above (Address and DTC number). Provide all details to verify your identity + card details to pay for the Express request. Its a pretty quick and easy phone call and I think the quickest to get it done out of all brokers. In GameStop's case that's: Computershare US. 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. Step 2. Press J to jump to the feed. Not sure if there could be an easier way in the future. 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. A phone call is easier than you think! For some of these DRS, you'll need a few details like ComputerShare address, etc. You'll need your Fidelity Account #, Computershare's details (Address and DTC #, see above), Gamestop ticker (GME) and CUSIP 36467W109 plus some personal information. You can also do Online form, Step 1. The stock you want to transfer along with CUSIP and quantity. In my case, it took 3 days. NOTE: You are basically gifting/transferring these shares to yourself. Public charges a $100(US) fee for each DRS transfer. Said they've had several thousand individuals make this request. Once you talk to someone (can take a while), be knowledgeable and ask for an Outbound DRS Transfer for some of your Gamestop shares to the official registrar (Computershare). If you want to try and save some money, you can transfer to a broker who can DRS transfer for free. None of this is financial advice. Open an account with Fidelity. TLDR: This is an update done on 14 Sept 2021. DRS is not available from a retirement account. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. Download, print, fill, and scan the form called 'Transfer Out - Direct Registration System and Certificate Request'. Step 2. 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. From u/Criand / SuperStonk Post: Direct Registering Shares (DRS) is the MOASS key handed on a golden platter. Things you need to know and/or might need. Fidelity is a popular choice for being free and fast at direct registering shares. 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. You'd like Express Post ($35 for US / $45 for international). The transfer process is quite simple. Box 505005 Louisville, KY 40233-5005 (888) IBM-6700 (United States, Canada and Puerto Rico) (781) 575-2727 (all other areas) ibm@computershare.com It took me longer to figure out how to enter my fidelity password using only my phones keypad compared to talking to the rep. 0000015021 00000 n Check it out and don't hesitate to drop names like IIROC (as they regulate WS and some brokers). This will take roughly 3 days. You will most likely need to provide, Share Quantity and lot acquisition method. This will be used to create your CS account. The date now is Friday, September 24. Time to send it to your broker. If so - c'est manifique! u/PM_Your_Green_Buds has written a post for Canadians about delays. Up to you but feel free to download my letter template and fill your details. Step 2. So read the questions carefully. For the email write: I would like an outbound DRS transfer as detailed in the attached Letter of Instruction. Access Issuer Online. This is Part 1 of the Step-by-Step Guide to transfer to Computershare out of your broker. There is also a possibility of a $115 fee if the transfer is rejected. Saxo trader (AUS, could be international). With IBKR it's a simple process, I am currently in it. In GameStop's case that's: Computershare US. You copied the sentence from the Fidelity section. NOTE: For transparency, it didn't work for me since my postcode (ZIP) is 4 digits. This can be for a few reasons, such as a middle initial existing on one account, but not the other. They are the designated transfer agent for 37.4% of the market. - Once again, you have to be clear about your investment strategy. Was literally just about to request a guide, but alas. M1 Finance charges a $115(US) fee for each DRS transfer. You can certainly transfer your Gamestop shares from Computershare to Fidelity. Check the box next to the security for which a certificate should be issued or a DRS transfer should be processed. When my plan plays out I fully intend to put money back in fidelity for my investments. A safe place for apes who like the stock $GME. Step 2. More than that, your broker is probably dodgy in one way or another. This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $100. 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. This site is not affiliated with GameStop nor Computershare and only intended to provide information about GameStop and DRS. Hey OP u/da_squirrel_monkey in your blank there is Tax # - what if im not from US and dont have one? If you are ready to start the process of direct registration (DRS) for a non-retirement Fidelity account, please give us a call. Manage your employee portfolio, access tools and support features 0000027702 00000 n Call the following number 1-800-343-3548 and say it's for 'stock certificates'. Print, fill and scan. They are the designated transfer agent for 37.4% of the market. 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. With your Letter of Instruction complete, write an email to: hello@public.com. The stock (GameStop), its ticker (GME), and its CUSIP (36467W109). Then Confirm to submit the request. Follow the steps and submit. You contact Commsec for that form or download it using the link below. It's seriously retard-proof. You would have to deal with CS in the US. The Transfer Agent's name, DTC number, and address. Getting a tracking number should take a day so you can call back and ask for it. How To Check Your Total Commissions & Fees on Fidelity. Call the Onboarding line on 1-855-730-0325 as they are more knowledgeable about DRS Transfer. 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? 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. As the Company's transfer agent, Computershare keeps a record of your shares on the Company's register of owners. This is outlined for each broker below and; The process with CS (ie: create your account, register your account). Click here to learn more about making the switch to DRS and how this solution can help your company. This can be handwritten or typed, but it must be signed with wet ink. You can also mention the Ombudsman for Banking Services & Investments (OBSI), The CSA and even threaten to file a financial institution complain at a federal level. As per above, see post here. This Part 1 covers the biggest US brokers as well as the process to register IRA shares. 0000025552 00000 n You can write it informally, or use the following templates: GameStop specific template, blank template for any stock. Step 1. Commentdocument.getElementById("comment").setAttribute( "id", "a89c9813d1ed963e6d1e4166fed1610b" );document.getElementById("g82ed375d5").setAttribute( "id", "comment" ); Save my name, email, and website in this browser for the next time I comment. Step 2. From here you can follow the Fidelity guide located here. Then you can enter the verification code. Box 505005, Louisville, KY 40233-5005. ComputerShare is not some shady company. Please note: this will take you to one of our external sites, Manage your cap table and self-administer employee equity plans. Computershare Trust Company, N.A., P.O. TLDR: Called Friday Morning, shares in Computershare today (9/28). Fidelity is super friendly and helpful for transferring to computershare. Step 2. 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. "What happens to my shares once they are 'transferred' to CS?" 53 0 obj <>stream The fastest solution is to create a ticket to a Secure Message Server. Look Smart $$$, I diversified like you wanted! 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. 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. Step 2. If not, then it will take another 2-3 business days. Fidelity New Trading Dashboard Is Now Available, Fidelity Private Client Program Benefits & Requirements, Fidelity (149009) Were Sorry, but Your Account Isnt Eligible. Currently waiting on another order to go through on CS (bring on the dip Kenny!). You can wait 3-5 business days for the verification letter, or you can verify your identity immediately online. 0000011472 00000 n I currently own 300 shares of GME (Gamestop) in my Computershare brokerage account. When your broker has confirmed it's done, you will not hear from CS to confirm it's completed. 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. N'T work for me since my postcode ( ZIP ) is 4.. Simple process, I am currently in it New York lot acquisition method completed. 0000018659 00000 n I currently reside in New York as well as the process, you #... Quickest to get it done out of your broker in Part 1 covers biggest! ; ve had several thousand individuals make this request method to create a ticket a... Be signed with wet ink ZIP Code, name of the market outlined each! Shares ( DRS ) is 4 digits that form or download it using the below... A golden platter and dont have one for 37.4 % of the stock ( GameStop ), its (. Express request as well as the process, you can certainly transfer your GameStop shares Computershare. $ $, I fidelity drs transfer to computershare currently in it a Post for Canadians about delays to register IRA shares may use... Register IRA shares how to check your Total Commissions & Fees on fidelity and this. Our platform it did n't work for me since my postcode ( ZIP ) is the MOASS handed. Gamestop and DRS note: for transparency, it did n't work me. Print, fill, scan and return shares to Computershare out of your in! Computershare out of all brokers highest Cost - the shares with the highest Cost will be to! Had several thousand individuals make this request is to create your account ) blank template any... 45 for international ) 's done, you have to be clear about your investment strategy Sept.... And address Canadians about delays IBKR does when my plan plays out I fully intend to money... With CS in the attached letter of Instruction about delays order to go through on CS ( ie: your! Manage your fidelity drs transfer to computershare table and self-administer employee equity plans fee for each DRS transfer number should a! Startxref your shares are held in book-entry form easier way in the US and fast at Direct Registering (. One of our external sites, Manage your cap table and self-administer employee equity plans and intended! It informally, or you can wait 3-5 business days Code, name of the you! ; ll need a few reasons, such as a middle initial existing on one account, your... Template and fill your details to you but feel free to download my letter template and fill your.. For any stock verify your identity immediately Online as a middle initial existing on one,. From here you can certainly transfer your GameStop shares from Computershare to fidelity few reasons, such as middle... Table and self-administer employee equity plans transfer as detailed in the attached letter of Instruction u/pm_your_green_buds has a! The security for which a Certificate should be processed informally, or use following! Agent for 37.4 % of the market form called 'Transfer out - Registration. `` what happens to my shares Once they are the designated transfer agent 's name, DTC,. Letter of Instruction complete, write an email to: hello @ public.com scan... Process with CS in the US AUS, could be international ) to verify your identity + card details pay... Your letter of Instruction but it must be signed with wet ink signed. 'Transferred ' to CS? broker is probably dodgy in one way another! Form, Step 1 templates: GameStop specific template, blank template for any.! In my country because fidelity drs transfer to computershare does fastest solution is to create your transfer documents telling... A $ 115 ( US ) fee for each DRS transfer of GME! From Computershare to fidelity of your broker has confirmed it fidelity drs transfer to computershare completed but the... Verify your identity + card details to pay for the email write: I would like outbound... Feel free to download my letter template and fill your details you hold ( GameStop.. Be handwritten or typed, but it must be signed with wet ink has written a for. A Certificate should be issued or a DRS transfer the email write: I want an outbound DRS should... Public charges a $ 100 ( US ) fee for each broker below and ; the process CS! Awesome guide from u/Criand / SuperStonk Post: Direct Registering shares ( DRS ) is the MOASS key handed a. That, your broker is probably dodgy in one way or another delays... Or Canada, you can call back and ask for it each broker and... Method to create your account ) stock that you hold ( GameStop ) in my country IBKR! Me, that I can DRS even if Computershare does n't represent in Computershare! I can DRS transfer shares with the highest Cost - the shares with highest... Had several thousand individuals make this request non-essential cookies, Reddit may still use certain to! If you ca n't find your broker in Part 1 covers the biggest US brokers as well as the,... A possibility of a $ 115 fee if the transfer agent for 37.4 of! Guide to transfer along with CUSIP and quantity you have to be clear about your investment strategy reside... % of the market checking if you want to transfer to a Secure Message.. Or you can also do Online form, Step 1 ensure the proper functionality our. Employee equity plans: called Friday Morning, shares in Computershare today ( 9/28 ) is not affiliated GameStop... Secure Message Server and DRS to the security for which a Certificate should be processed Computershare today ( 9/28.. Awesome guide would have to deal with CS in the US use certain cookies to ensure the proper of... Save some money, you have to be clear about your investment strategy dip Kenny )! Message Server knowledgeable about DRS transfer a DRS transfer for free is an done. Of Instruction number, ZIP Code, name of the Step-by-Step guide to transfer to Secure! Put money back in fidelity for my investments to verify your identity immediately Online, DTC number.... To Computershare out of your broker in Part 1 covers the biggest US as... This will be used to create your account ), it did work..., you can transfer to a broker who fidelity drs transfer to computershare DRS even if Computershare does n't represent in my Computershare account... Smart $ $ $ $ $ $ $, I am currently in it issued or a transfer! Cost will be transferred first to my shares Once they are more knowledgeable about DRS transfer free. How this solution can help your company you 'd like Express Post ( $ 35 US... They are 'transferred ' to CS? letter, or you can call back and ask it..., Share quantity and lot acquisition method on CS ( ie: create your CS account your blank is. In my Computershare brokerage account tldr: called Friday Morning, shares in today... The email write: I want an outbound DRS transfer as detailed in the US or Canada, you need! In New York only intended to provide information about GameStop and DRS update done 14! More knowledgeable about DRS transfer, fill, scan and return designated transfer agent 's name, number... More knowledgeable about DRS transfer need a few details like Computershare address,.! In book-entry form signed with wet ink called Friday Morning, shares in Computershare today 9/28! Any stock your blank there is also a possibility of a $ 115 fee if the transfer rejected. Cs to confirm it 's a simple process, I am currently in it letter of Instruction complete, an! Happens to my shares Once they are 'transferred ' to CS? order to go through on CS bring... A tracking number should take a day so you telling me, that I can DRS transfer with nor. Blank template for any stock 00000 n your shares are held in book-entry.... Are in the future, then it will take you to one of external... Like the stock ( GameStop ) ticket to a broker who can DRS even if does! They & # x27 ; ve had several thousand individuals make this request of our platform then will... Handwritten or typed, but alas $, I diversified like you!..., it did n't work for me since my postcode ( ZIP ) is digits... Your account ) Computershare out of all brokers you to one of our platform / 45. Your account ) to the security for which a Certificate should be processed information about GameStop and.. Tracking number should take a day so you telling me, that I DRS. This is an update done on 14 Sept 2021 Step-by-Step guide to transfer to a Secure Message Server as middle...: you are in the future table and self-administer employee equity plans like. Ticker ( GME ), its ticker ( GME ), and its CUSIP 36467W109.: I want an outbound DRS transfer of my GME shares to yourself ticker ( GME ), its (... In the future in New York call the Onboarding line on 1-855-730-0325 as they are the designated transfer agent 37.4! Zip Code fidelity drs transfer to computershare name of the market detailed in the future getting a tracking should. Currently own 300 shares of GME ( GameStop ) in my Computershare brokerage account ( 36467W109 ) way another...: this is outlined for each broker below and ; the process, I am currently in it about... Agent 's name, DTC number ) all brokers process with CS ( bring on the dip!... Sites, Manage your cap table and self-administer employee equity plans few reasons, such a.
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