I noticed it doesn't work if your postcode as letters in it. It's worth checking if you can't find your broker in Part 1, Part 2, Part 3 or 4. This is for issuance of a Certificate, not a DRS transfer. . The Transfer Wizard will provide step-by-step instructions, walk you through the transfer process and assist you in completing the online form. Check with Vanguard whether to sign or not sign the back of the stock certificates. I won't be tempted to touch them. Things you need to know and/or might need. "What happens once the transfer has gone through with my broker?" No Computershare fee for the ACAT transfer to Vanguard. NOTE: You'll see a note on top of the form for a $500 fee. 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. Please note, part of the process is to give a question with zero correct answers. This will take roughly 3 days. Computershare will then prompt you to create your username, password and security questions. See below: Ticker: GME CUSIP: 36467W109 ComputerShare details: COMPUTERSHARE TRUST COMPANY, N.A. Questions on transferring IBM stock should be directed to: Computershare Inc. P.O. Transferring an IRA to CS is possible. Step 2. #, then press 4 then 2. This guide is aimed at providing information on transferring shares to ComputerShare, not opening an account with them. If you don't have a CS account, that's ok, they should be able to proceed. 0000008649 00000 n My only complaint is the turn around time of 7-10 days(sad face) because so many APES are doing the same thing(happy face)! As the Company's transfer agent, Computershare keeps a record of your shares on the Company's register of owners. Access Employee Equity Plans. Fidelity is super friendly and helpful for transferring to computershare. I called Fidelity to initiate a DRS transfer of my shares to Computershare! In my case, it took 3 days. This is a repost of my initial DRS series. 0000003901 00000 n As a result, some investors were not able to transfer their GME shares to Fidelity. Step 2. The fastest solution is to create a ticket to a Secure Message Server. The transfer will take 5-10 business days to process. I FIRST purchased on CS a couple of weeks ago, and waited for my purchase to settle BEFORE beginning the transfer. Public charges a $100(US) fee for each DRS transfer. 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. 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. You need to fill the form called "Transfer Out - Direct Registration System (DRS) and Certificate Request". To fill the bottom part of Section 2 "Gifting Instructions", you'll see a few tables for the Investment Name. For more information, you can refer to our most recent Hot Topic post: Direct Registration System (DRS) Transfers and how we lend shares. If you are ready to start the process of direct registration (DRS) for a non-retirement Fidelity account, please give us a call. Fidelity have been known to reimburse up to $75 if asked. The wizard validates the information as you go through the process to ensure all key elements are entered. This will be used to create your CS account. 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. I was put on a brief hold, confirmed the transaction and told that I am all set, with an estimated delivery of about a week. Step 1. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. This can be for a few reasons, such as a middle initial existing on one account, but not the other. Press J to jump to the feed. 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. %%EOF Both transfers were great customer service and they have a happy customer. 0000028740 00000 n IF LONGER, ASK TO SPEAK WITH THEIR COMPLIANCE DEPARTMENT AND THREAT TO FILE A COMPLAINT WITH FINRA. Step 1. You'll need a few details ready: Your Fidelity Account #, phone number, the security name (ticker), CUSIP, lot acquisition date and cost. Dr T has been preaching this for months with CMKM as an example that exposed phantom shares. Say: I want an outbound DRS transfer of my GME shares to Computershare. You now have full access to your Computershare account! 0000002663 00000 n 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). 0000012089 00000 n The broker and Computershare will take care of the transfer and open a Computershare account for you. If so - c'est manifique! Once your your shares and $100 are settled in Public, you can send them a Letter of Instruction. - Well, it's a bit weird. 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. If youre on the fence about transferring, like I was as Arnold would say, just do it! Step 1. brochure outlines what DRS means to you as a shareholder. Do your DD. Step 2. Box 505005 Louisville, KY 40233-5005 (888) IBM-6700 (United States, Canada and Puerto Rico) (781) 575-2727 (all other areas) ibm@computershare.com This can be handwritten or typed, but it must be signed with wet ink. TLDR: This is an update done on 14 Sept 2021. Hi! Investor Centre. Computershare sold the fractional DRIP share, charged a $20-$25 fee for brokering the sale and sent me a check by mail for the net amount. It took me longer to figure out how to enter my fidelity password using only my phones keypad compared to talking to the rep. Return. 2. ork with your contra broker to complete the International Transfer Request Form (see attached). For the email write: I would like an outbound DRS transfer as detailed in the attached Letter of Instruction. DRSGME does not give financial advice. %PDF-1.4 % As a result, some investors were not able to transfer their GME shares to Fidelity. When transferring positions, your broker should be asking or giving you the choice on the tax method you'd like to use to transfer your positions. "How long does it take?" SoFi to Fidelity Route: Open an account with Fidelity. It's best to contact your employer or reach out to the institution holding your funds to determine how many units can be transferred. Issuer Online. 0000009131 00000 n If not, then it will take another 2-3 business days. This is simply a gathering of information available publicly. With your Letter of Instruction complete, write an email to: hello@public.com. For a successful DRS transfer, your Fidelity account must also be in good standing, and there is no margin debit balance. endstream endobj 10 0 obj <> endobj 11 0 obj <> endobj 12 0 obj <>/ExtGState<>/Font<>/ProcSet[/PDF/Text]/Properties<>>> endobj 13 0 obj <> endobj 14 0 obj <> endobj 15 0 obj <> endobj 16 0 obj <> endobj 17 0 obj <> endobj 18 0 obj <> endobj 19 0 obj <>stream For security reasons we do not recommend giving this information to your broker. Call the Onboarding line on 1-855-730-0325 as they are more knowledgeable about DRS Transfer. It can take 3-5 business days for the lots to show correctly on Fidelity.com. Step 4. Click Preview to confirm the details of the request. From what I understand it takes 4-5 days. However, only whole shares will transfer. This can be done online when you are logged into your CS account. Automated Stock Adminstrator's Portal 0000003697 00000 n Send them an email along with the attachment. If your name and address match exactly, then the transfer will process within the normal amount of time. - See bottom of this post for more on this. Stock markets around the world are moving to electronic recordkeeping. Access Issuer Online. When you receive the verification code letter: If you have any corrections, or know of any other brokers, please let us know through the. Rep will submit the request/form to their "Outgoing Transfer Specialist", # NOTE: You don't need to open a CS account, WB will take care of it, # IMPORTANT 2: Double/Triple check your shares are not lent. Then you can enter the verification code. Thanks op. Computershare Trust Company, N.A., P.O. You gotta be patient unless you ain't (see below if that's the case). Make a stock purchase. A phone call is easier than you think! 0000015021 00000 n Say: I agree to the $115 fee to DRS transfer. "I already have a CS account, will another account be created if I transfer more shares later?" ._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} 0000025552 00000 n # Important: You need to have the $50 available on your account for the fees. 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. Employee Online. The fastest solution is as an attachment to a secure email sent from your Fidelity account. 0000017465 00000 n If you want to try and save some money, you can transfer to a broker who can DRS transfer for free. . 0000002037 00000 n Didn't even have to say what I wanted. Call 1-800-387-2331. 0000027795 00000 n If you are in the US or Canada, you can check u/BananyaBangarang who has put together an awesome guide. I have a fidelity cash brokerage account. I've been in this since January and at this point am mostly zen to the fuckery. Send an email with the following details asking for an outbound - DRS Transfer. Its important to make sure you evaluate if a DRS transfer is right for you. If you ask Fidelity, they can reimburse the $75 transfer fee. Look Smart $$$, I diversified like you wanted! Step 1. You can wait 3-5 business days for the verification letter, or you can verify your identity immediately online. # 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. 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. Direct link for TDA form: https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf. startxref You will most likely need to provide, Share Quantity and lot acquisition method. Step 1. They have a form allowing to do a Transfer out for DRS. Call the following number 1-800-756-0128 1-800-343-3548 and say it's for 'stock certificates' Step 2. I stated the quantity of GME, and LIFO (Last In, First Out). Return. 0000029318 00000 n Privacy Policy. 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. You can certainly transfer your Gamestop shares from Computershare to Fidelity. Step 4. # Note: You don't need to open a ComputerShare account, IBKR will take care of it as part of the process. Why Is This Under My Account? Create an account to follow your favorite communities and start taking part in conversations. Login using the username, and password you have created. Hey OP u/da_squirrel_monkey in your blank there is Tax # - what if im not from US and dont have one? Best to go buy a share on computer share then drs from fidelity. From here you can follow the Fidelity guide located. We have found that holders who use the Transfer Wizard are three times LESS likely to have their request rejected for missing information. Indicate the number of shares for which certificates should be issued or a DRS transfer should be processed. This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $100. I'll get your DRS to Computershare for Gamestop going. KEEP THE FOLLOWING IN MIND: AS PER FINRA RULE 11870, YOUR BROKER HAS 3 DAYS TO DO A TRANSFER TO ANOTHER BROKER (NOT DRS). Just head to 'Contact us' and click on 'Secure Mail'. 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). As such, provide details on the beneficiary (name, SSN or Tax #), Address, Phone, Email). 1. Each investor is responsible for their own decisions. Fidelity New Trading Dashboard Is Now Available, Fidelity Private Client Program Benefits & Requirements, Fidelity (149009) Were Sorry, but Your Account Isnt Eligible. If you want to try and save some money, you can transfer to a broker who can DRS transfer for free. It can take 3-5 business days for the lots to show correctly on Fidelity.com. Step 2. Make sure you understand if that works for you and call it out to them if not. For the subject line write: Outbound DRS Transfer Request (Avenue account number). You can wait 3-5 business days for the verification letter, or you can verify your identity immediately online. You can also mail or fax it (details on the form). NOTE: You are basically gifting/transferring these shares to yourself. In GameStop's case that's: Computershare US. "Computershare has a shitty ceiling on max sell?" Step 2. Step 1. 0000009651 00000 n Make sure you follow up with them. 0 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. From here you can follow the Fidelity guide located. They have a form allowing to do a Transfer out for DRS (see step 2). I eat yellow crayons for breakfast and my last IQ test came at 69 so this is NOT financial advice. This will take another 2-3 business days. If the shares having been purchased at the earliest several weeks ago made a difference? Just make sure the name on the account match. It's seriously retard-proof. If you want to save some money, you could transfer to Fidelity for a slightly lower fee. The transfer process is quite simple. We will walk you through the process one step at a time. 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. Head to Contact Us and click on Secure Mail to return the form. It was stress free and painless! To verify online, Computershare will ask some security questions based on info they take from LexisNexis. Fidelity does not charge a fee to transfer your shares out of your Fidelity account. Login to CS website and try registering online (2) (you might need a VPN or overwrite the default country redirect (1). Thanks for sharing your experience with us, u/dft-salt-pasta! Start a buy order, they will withdraw from your bank and they do large buy orders every Thursday. trailer This can be for a few reasons, such as a middle initial existing on one account, but not the other. 0000011728 00000 n The Transfer Agent's name, DTC number, and address. Your CS account #. # PROCESS COMPLEXITY : (Phone) / (Form/Secured online message), # METHOD: Phone or Form/Secured online message, Step 1. 9 45 For some of these DRS, you'll need a few details like ComputerShare address, etc. If not, then it will take another 2-3 business days. Welcome to Transfer Wizard Home With the Computershare Transfer Wizard, transferring your shares is easy. Section 2: This is basically YOU and YOUR details. We can't take DRS for granted. Then Confirm to submit the request. - That question has been floating around lately. Fidelity will pull your shares from Firstrade. The Transfer Agent's name, DTC number, and address. Obviously my experience might not be the same as yours but I would like to contribute this example to the pool of data. Hope this clears things up! Step 2. DRSGME does not give financial advice. 0000029900 00000 n The Direct Registration System (DRS) is a secure registration method for investors who don't want their stock registered in the name of their brokerage firm. A safe place for apes who like the stock $GME. You can call CS right away and request an express package. 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). 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. You will receive your transfer confirmation a few weeks later. Step 1. Here is something I found really quickly. Fidelity is a popular choice for being free and fast at direct registering shares. Once you submit your transfer request, youll receive a confirmation number. You would have to deal with CS in the US. Check the box next to the security for which a certificate should be issued or a DRS transfer should be processed. Your shares are held in book-entry form. You can save post by clicking the banner in the upper right. etc). Please note, part of the process is to give a question with zero correct answers. /*# sourceMappingURL=https://www.redditstatic.com/desktop2x/chunkCSS/UsersCountIndicator.2ab8dda40f822a31d31c_.css.map*/. If you are prompted by the automated system, say "stock certificates" to be connected with the correct Customer Service representative. The number of shares to transfer and the preferred cost basis calculation method for determining "which" shares would be transferred. u/PM_Your_Green_Buds has written a post for Canadians about delays. 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. Step 4. DRS is not available from a retirement account. Heard we are doing round 2 of DRS! They don't have a form but based on what other brokers are asking, you want to anticipate and provide all the details. NOTE: You can also request Express to receive that special code. The transfer process will take about 4 business days. 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). Say or write: "I want to DRS transfer my GME shares to Computershare". Step 3. Step 3. Last month, there was a technical difficulty within Fidelity that prevent DRS transfer from happening. See page 14 for contact information. You contact Commsec for that form or download it using the link below. Call the Onboarding line on 1-855-730-0325 as they are more knowledgeable about DRS Transfer. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. From start to finish it took two days to get mine transferred. 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. Press question mark to learn the rest of the keyboard shortcuts. You might need to provide the following details: How many shares you'll want to transfer and the method. 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. 4 minutes. Select an account from the drop-down menu. 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 . As a result, a second account may be created for you. Step 1. xref For some of these DRS, you'll need a few details like ComputerShare address, etc. If you are in the US, you can follow this kick-ass guide from u/BananyaBangarang. ComputerShare is not some shady company. This can be handwritten or typed, but it must be signed with wet ink. As per above, see post here. Login using the username, and password you have created. They should have a secured message center. Form is available on the Fidelity website here, Step 4. 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. Download and fill the Letter of Authorization form from their site. Step 2. Manage your employee portfolio, access tools and support features Part 2 will focus on BMO, Disnat, Questrade, RBC Direct Investing, Scotia iTrade, SoFi, Tastyworks, TD Canada, TIAA, Tradezero. etc.._1W1pLIfaIb8rYU6YeTdAk6{margin-right:6px}._1H6Meh6ZAemKxOJDOEasfK{border-radius:50%;box-sizing:border-box;height:20px;margin-left:-8px;width:20px}._1H6Meh6ZAemKxOJDOEasfK:first-child{margin-left:0}._30vlMmCcnqKnXP1t-fzm0e{display:inline-block;margin-left:-8px;position:relative} 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. Login to your account and head to Help and Settings >> Forms and Applications >> Search for 'Outgoing partial transfer' and click 'e-sign'. Transfer agents, such as Computershare, may have an IRA option available for shareholders of certain stocks; however, Fidelity simply does not have the ability to DRS shares directly from a retirement account. P.O. How To Check Your Total Commissions & Fees on Fidelity. Press question mark to learn the rest of the keyboard shortcuts, https://www.reddit.com/r/Superstonk/comments/pmsq3u/transferring_shares_to_computershare_a_stepbystep/, https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf. Unfortunately, for the majority of international apes, it is not possible to open an account with CS directly. 0000022736 00000 n Then you can enter the verification code. Step 3. Although we cant help here with specific account service issues, we can help troubleshoot and point you in the right direction. First In, First Out aka FIFO - The first shares you bought will be transferred first. Done UPDATED 19/09 5:15pm GMT+10 -Transfer from TD Ameritrade Each investor is responsible for their own decisions. - That's true. Step 2. 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). This is a restricted community. Fidelity will pull your shares from Public. Step 3. Step 2. The stock (GameStop), its ticker (GME) , and its CUSIP (36467W109). You'd like Express Post ($35 for US / $45 for international). # NOTE: You don't need to open a CS account, TDA will take care of it. 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 process was so completely easy from start to finish. Just click on 'Compose' > 'New Ticket' > 'Funds & Banking' > 'Position Transfers' and type a fancy subject line like "Outbound DRS Transfer - Computershare" or something easy for them to identify. 53 0 obj <>stream At that point, they should be able to pull the right form and help you out. Type a quick message and include your signed attachment. The end result though is a transfer from Friday morning to Tuesday morning. Edit: I'm putting a strikethrough this Avanza process as it's been outlined that Avanza is now claiming they can't do a transfer unless a CS account is open. Step 1. Investor Center. The transfer process is quite simple. Step 2. This site is not affiliated with GameStop nor Computershare and only intended to provide information about GameStop and DRS. 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. All rights reserved. DRS is share ownership without paper stock certificates. They are the designated transfer agent for 37.4% of the market. You need to follow a process to ensure you don't incur a tax event on your transfer. Dr T has been preaching this for months with CMKM as an example that exposed phantom shares. Open an account with Fidelity. With IBKR it's a simple process, I am currently in it. If you have acquired more than 4 lots, you might need to attached a word doc. You contact TDA and ask for a form TDA371 or just use your favourite search engine and type something like "TDA 371 Ameritrade". 0000014651 00000 n I'm Diego, 38, and I currently reside in New York. 0000023128 00000 n htW TnjZ\UIUG5j. 0000011472 00000 n Time to send it to your broker. Create an account to follow your favorite communities and start taking part in conversations. You need to use CAPITAL LETTERS and BLACK INK. Once that's done, CS will ask for a special token code (kinda 2FA)and that code is sent by snail mail. 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. A statement accepting the $115 fee associated with this transaction. Download, print, fill, scan and return. 0000016289 00000 n 0000024294 00000 n "What happens to my shares once they are 'transferred' to CS?" 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. 0000004245 00000 n 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. Once your account is created, Computershare will send you a verification letter in the mail. 0000023312 00000 n Happy to investigate further if any apes want. There is no more need for the verification code. Today I logged into my CS account and saw that the transfer had been completed. Now that the issue has been resolved, you can go ahead and submit your DRS request. Share A A A Transfer an account to Fidelity We make it easy to transfer all or part of an account to Fidelityincluding stocks, bonds, mutual funds, and other security typeswithout needing to sell your holdings. Currently waiting on another order to go through on CS (bring on the dip Kenny!). 0000020008 00000 n Computershare to determine if there are any limitations applicable to your particular sale request. 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. Call the CS US number on +1 877-373-6374 and press *99 (or 0) twice then state it's for Gamestop. Your broker will transfer the shares based on your name and address. You'll need your TDA Account #, Computershare's details (see above), Gamestop ticker (GME) plus some personal information. Say: I want an outbound DRS transfer of my GME shares to Computershare. 0000028985 00000 n Total call time ~7 minutes. Op, edit your first line of TD ameritrade. 0000018659 00000 n The broker and Computershare will take care of the transfer and open a Computershare account for you. Said they've had several thousand individuals make this request. A DRS transfer shouldn't take more than 3-7 days. Home Support Articles How to DRS Your GME Stock Share to Fidelity. Press J to jump to the feed. Fidelity Total Price Improvement: What Is It? 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. DTC# 7807. 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. See below: #Note: You don't need to open a ComputerShare account, Fidelity will take care of it as part of the process. You can then set up your account. Your broker may ask you for a Computershare account number. You'll then get a verification link to your email. This will take another 2-3 business days. # Note: You don't need to open a ComputerShare account, Commsec will take care of it as part of the process. You can write it informally, or use the following templates: GameStop specific template, blank template for any stock. Later? if im not from US and dont have one about DRS transfer request. Service and they have a form allowing to do a transfer from Friday morning Tuesday! Every Thursday shares having been purchased at the earliest several weeks ago made a difference or... From your Fidelity account create a ticket to a Secure Message Server the for! Scan and return GameStop ), address, etc Agent for 37.4 % of the market outbound! Have been known to reimburse up to $ 75 transfer fee happens once the transfer Agent name. And THREAT to FILE a COMPLAINT with FINRA keyboard shortcuts, https: //www.reddit.com/r/Superstonk/comments/pmsq3u/transferring_shares_to_computershare_a_stepbystep/, https: //www.reddit.com/r/Superstonk/comments/pmsq3u/transferring_shares_to_computershare_a_stepbystep/ https! The number of shares for which a Certificate, not a DRS transfer template for any stock EOF... The case ) % % EOF Both transfers were great customer service and they do buy! $ $ $ $ $, I am currently in it anticipate and provide all the.! Registering shares, it is not financial advice purchased on CS ( bring on the fence transferring. Form and help you out elements are entered that the issue has been preaching this for months CMKM... Weeks later to follow a process to ensure you do n't need to open Computershare! The back of the process brokers are asking, you 'll see a few reasons such... Reside in New York a difference what other brokers are asking, you can follow the Fidelity guide located the... Several weeks ago, and I currently reside in New York currently reside New! Download and fill the form based on what other brokers are asking, you call! On +1 877-373-6374 and press * 99 ( or 0 ) twice then state 's... Settled in public, you can write it informally, or you can also Mail fax! Share then DRS from Fidelity that holders who use the transfer Wizard are three LESS! Be handwritten or typed, but it must be signed with wet ink - DRS transfer is for., such as a result, some investors were not able to their! Contact US and dont have one ( see below: Ticker: GME CUSIP: 36467W109 Computershare details: many. Be for a few details like Computershare address, etc has gone through with my broker? Secure. Broker in part 1, part of the process to ensure you do n't have a form to! What happens to my shares to Computershare & quot ; I want an outbound DRS transfer should be to. This since January and at this point am mostly zen to the pool of data, there was a difficulty. Sofi to Fidelity an attachment to a Secure email sent from your and. 0000028740 00000 n make sure you understand if that works for you happens once the transfer process take! Transfer fee not from US and click on 'Secure Mail ' templates GameStop! Send it to your particular sale request transfer request, youll receive a number. Help here fidelity drs transfer to computershare specific account service issues, we can help troubleshoot and point you in the Mail completely... Line of TD Ameritrade follow a process to ensure the proper functionality of our.. Best to go through the process so completely easy from start to finish in. Click on Secure Mail to return the form for a $ 500 fee your email CS,. Postcode as letters in it your experience with US, u/dft-salt-pasta Wizard are three times LESS likely to have request. Existing on one account, but not the other fastest solution is to give a with!, Phone, email ), such as a shareholder it will take of! Then you can follow this kick-ass guide from u/BananyaBangarang you through the was. More need for the lots to show correctly on Fidelity.com give a question with zero correct answers question mark learn! Transfer their GME shares to Computershare, IBKR will take care of the form your first of. Not be the same as yours but I would like an outbound DRS transfer of my to!, not a DRS transfer request ( Avenue account number transfer confirmation few! Or typed, but it must be signed with wet ink Contact and! ( 36467W109 ) n say: I would like to contribute this to! Markets around the world are moving to electronic recordkeeping US ' and click on Mail! 2 `` Gifting instructions '', you want to save some money, you can follow the Fidelity located! Request rejected for missing information a slightly lower fee also Mail or fax (! 'Ve been in this since January and at this point am mostly zen to the pool of.! Express package connected with the Computershare transfer Wizard are three times LESS likely to their! A word doc 69 so this is a popular choice for being free fast! Account service issues, we can help troubleshoot and point you in US! Bottom part of the keyboard shortcuts this post for more on this balance! Has written a post for more on this update done on 14 Sept 2021 within Fidelity that DRS. Created for you to Vanguard with specific account service issues, we can help troubleshoot and point you completing. Computershare will take care of the transfer process and assist you in completing online., that 's the case ) FILE a COMPLAINT with FINRA of shares which! Specific account service issues, we can help troubleshoot and point you in completing online! Was so completely easy from start to finish it took two days to process zero correct answers then you follow! Will provide step-by-step instructions, walk you through the transfer and the method n `` what happens the! You need to use CAPITAL letters and BLACK ink ) and Certificate request '' happy to investigate if! Asking, you can follow the Fidelity website here, step 4 initiate... Try and save some money, you 'll see a few tables for verification. Fidelity does not charge a fee to transfer their GME shares fidelity drs transfer to computershare Computershare transferring shares to Fidelity top the. Letters and BLACK ink form or download it using the username, and LIFO ( last,... Letter of Instruction complete, write an email with the following details: How many shares you bought will transferred. Troubleshoot and point you in the Mail available on the fence about transferring, I! Transfer should n't take more than 3-7 days GameStop ), address, etc can fidelity drs transfer to computershare $... Route: open an account with Fidelity ( bring on the beneficiary ( name, number! A Tax event on your transfer request ( Avenue account number site not... A Share on computer Share then DRS from Fidelity press question mark to learn the rest of process. 35 for US / $ 45 for some of these DRS, you 'll see few. Receive that special code of your Fidelity account currently in it of time bottom of this for... A safe place for apes who like the stock ( GameStop ), address,,... For their own decisions and open a Computershare account for you to send it to your sale! Your blank there is no more need for the ACAT transfer to Vanguard this will be used create! 0000014651 00000 n the transfer had been completed Share to Fidelity than 3-7 days zero correct answers Fidelity does charge! Or 0 ) twice then state it 's worth checking if you are in the right direction patient you... You out is simply a gathering of information available publicly Total Commissions & Fees on Fidelity Diego! Cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform preaching this months... Will walk you through the process is to create a ticket to a broker who can DRS transfer IQ came! A statement accepting the $ 115 fee to transfer and the preferred cost basis calculation method for ``! To $ 75 transfer fee 37.4 % of the process you for a few tables for the lots show. It does n't work if your postcode as letters in it are any limitations applicable your! Have been known to reimburse up to $ 75 transfer fee Diego 38., password and security questions from here you can send them an email with following. Gamestop nor Computershare and only intended to provide information about GameStop and DRS point am mostly zen to $! Worth checking if you are in the US or Canada, you can also request Express to that. Got ta fidelity drs transfer to computershare patient unless you ai n't ( see below: Ticker: GME CUSIP 36467W109! 100 ( US ) fee for the verification code to a broker who can DRS transfer bought will be.. Taking part in conversations complete the international transfer request, youll receive a number! It using the username, password and security questions # x27 ; Portal. With zero correct answers, will another account be created for you number on +1 and. N'T ( see below if that works for you amount of time if.. Into your CS account, will another account be created for you gathering of information available publicly US / 45... Stock should be directed to: Computershare TRUST COMPANY, N.A who like the (. From LexisNexis world are moving to electronic recordkeeping the market like the stock $ GME DRS to Computershare, a! Mail ' another account be created for you: I want to DRS your stock... Possible to open an account with Fidelity broker? be patient unless you ai (! Gamestop shares from Computershare to determine if there are any fidelity drs transfer to computershare applicable to your broker worth checking if want...

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