Create an account to follow your favorite communities and start taking part in conversations. With full access to U.S. stock and options markets, a wide selection of fee-free funds and. It's easy until you reach the end. by moehoward Mon Apr 23, 2018 4:10 pm, Post Computershare to determine if there are any limitations applicable to your particular sale request. These investor-friendly practices save customers a lot of money. Right, the information I pulled from their wikipedia blurb is: Computershare Limited is an Australian stock transfer company that provides corporate trust, stock transfer and employee share plan services in a number of different countries. Fidelity is a comprehensive online brokerage that suits both rookies and experienced traders alike. Importantly, the account also puts some risky investments and investment strategies off limits, including options and margin trading. The same applies if youre transferring a retirement account the source and destination account must match. You also have the option to request printed financial materials by completing an Information Request Form. Opinions and memes welcome. Other exclusions and conditions may apply. Vanguard told me they weren't needed for Computershare. If youre reasonably satisfied with your current broker, theres probably no reason to transfer your account. 1. Computershare Fee to Sell Stocks. Educational resources for all levels of investor: The educational resources and research options on offer from Fidelity are some of the strongest among the brokers we review with strong resources for both beginning retirement investors and active stock traders. Subject to section 5, the Offer is available to anyone who completes a transfer of their assets from other providers to Fidelity Personal Investing. A Community for topics directly related to GameStop. Having multiple ISAs can be complicated and costly. Fidelity offers $0 trading commissions, a selection of more than 3,300 no-transaction-fee mutual funds and top-notch research tools and mobile platform. If you hold electronic share certificates with Equiniti, Computershare or Link Asset Services, you can transfer them into an Investment Account. (b) If available, Market Order, Day Limit Order, and Good-Til-Canceled (GTC) Limit Order sale requests received at www.computershare . Shareholders may also submit a letter of intent to process additional transactions related to the transfer such as selling shares, replacing outstanding checks and updating the mailing address. Participation is strictly voluntary. For more details, please contact Human Resources or E*TRADE at (800) 838-0908. You may also contact Computershare directly at (866) 299-9628 with questions about our direct stock purchase and dividend reinvestment plan. Indianapolis, IN 46204. No matter how simple or complex, you can ask it here. Post Sorry, this post was deleted by the person who originally posted it. Research supports our commitment to innovation and our pursuit of moving health forward. How can I find out about Elevance Healths dividend history? Once an account with your new broker is ready, you need to instruct a stock transfer. Good move to transfer the shares from Computershare. The company offers ETF research from multiple providers and options strategy ideas from options analysis software LiveVol. The proceeds can then be sent to us as cash. There are also transaction fees for any direct sales made through the system. Important information - please keep in mind that the value of investments can go down as well up, so you may get back less than you invest. Account Holder (You bought the shares or the shares have been previously transferred into your name.) Remember, you wont be able to access money invested in a SIPP until the age of 55 (57 from 2028). And don't be embarrassed to ask them to repeat their name. The Transfer Wizard will walk you through all necessary steps, including administrative data like account holder name, social security number, gaining brokerage, and shares to transfer. Number of no-transaction-fee mutual funds: 4 out of 5 stars, Tradable securities available: 4.5 out of 5 stars, Customer support options: 5 out of 5 stars. Its important to understand that pension transfers are a complex area and may not be suitable for everyone. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. This information is available in Exhibit F located. You cant transfer assets from a leveraged account into a cash account. I don't get it. The normal advice on this forum is to pull shares when you transfer brokers. In most cases, the broker youre leaving behind wont spare you if you choose to transfer your assets to another brokerage but Fidelity lets you transfer assets at no cost. Bitcoin and Ethereum. A research firm scorecard evaluates the accuracy of the provider's recommendations. They had apparently decided that the certificate had been lost or stolen because they hadn't heard from us for so long (not sure why we would have contacted them), so they were going to make it hard. by FunnelCakeBob Fri Sep 28, 2018 8:32 pm, Post For example, a number of offshore funds cannot be re-registered. Where a re-registration or transfer is not possible and the customer chooses to sell their investments held through another provider and subsequently make new investment/s (minimum 10,000) through Fidelity Personal Investing, Fidelity will cover any account closure fees charged by the customers former provider (excluding any dealing charges) of up to 500 per customer. Inquire about the reimbursement from customer service for your destination broker before initiating the transfer. The stock ticker symbol was changed from WLP to ANTM. When I had Vanguard pull the shares, the transfer got stuck somehow. The transfer request is validated once the customer account information matches. by destin Thu Apr 26, 2018 1:18 pm, Post However, you can change the cookie settings and view our cookie policyat any time. This information may be different than what you see when you visit a financial institution, service provider or specific products site. We will not reclaim any Cash Back from assets within a SIPP, other pension or ISA. The company recently updated its apps to streamline and simplify trading, portfolio monitoring and research, including a customizable newsfeed. by retouch1213 Fri Sep 28, 2018 2:15 pm, Post If you hold paper certificates, you may want to consider transferring them into an Investment Account. If your brokers customer service is so hard to catch, its time to comparison-shop. The closing price of Anthem stock on 7/31/2002 was $67.88. Company List. This influences which products we write about and where and how the product appears on a page. And don't forget to get the name of everyone you talk to long enough. Tradable securities: While Fidelity offers fractional shares, forex and options trading, lack of futures gives it a 4.5-star rating for tradable securities. Computershare Quick Access Hub (provides quick access to tax forms, account statements, mailing address updates, direct deposit, replacement checks, beneficiary updates and share transfers). g. the lodgement of certificated shares. Ticker symbol: ELV Fees may apply. This is NOT a broker-to-broker transfer, this is a transfer to an official registrar, a transfer agent to get shares in your name. Its always a good idea to discuss, review and understand any specific policies, restrictions or constraints that may impact the transfer. How do I transfer my stock, change the mailing address on my shareholder account, order a dividend check replacement or enroll in ACH direct deposit? Computershare acts as transfer agent/registrar to a range of US companies. I started a transfer from ComputerShare to Vanguard via Vanguard's website. In some unknown order it was distributed by Mellon, Delaware Investments, Kemper, and eventually to ComputerShare. These investor-friendly practices save customers a lot of money. After validating the transfer request, your broker will send a list of the assets you hold to the receiving firm through ACATS. The account, which allows a parent or guardian to monitor the teenager's activity, offers access to stocks and ETFs, including fractional shares. You could be running away from Fidelity due to the higher margin rates only to land on a broker who charges higher commissions on traders. When evaluating offers, please review the financial institutions Terms and Conditions. Cash Back payments will be paid to your Cash Management Account (CMA) within 90 days following closure of the Offer (6th October 2022). Employee Online. Press question mark to learn the rest of the keyboard shortcuts. All thats required of you is to instruct a stock transfer. My previous transfer didn't take anything close to that. Fidelity uses cookies to provide you with the best possible online experience. All financial products, shopping products and services are presented without warranty. Prior to delivering your transfer paperwork to Computershare, you will need to obtain a Medallion Signature Guarantee stamp on your transfer paperwork, and this stamp may be acquired from a qualified financial institution. 1. Frequently Asked Questions - Please select a category from the list box below to display FAQs. Subject to section 5, the Offer is available to anyone who completes a transfer of their assets from other providers to Fidelity Personal Investing. 2. The closing price of Trigon stock on 7/31/2002 was $101.71. After all, transferring ought to be the specialty of a. After performing some due diligence and confirming your decision as the right one, its time to open an account with your new broker. Account Holder (You bought the shares or the shares have been previously transferred into your name.) In order to request exit fees re-imbursement you will be required to complete an exit fees re-imbursement form which you can download by clicking here, or request over the phone by calling us on 0333 300 3351. Trigon shareholders were entitled to receive $30 in cash and 1.062 shares of Anthem common stock. 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. If youre a margin trader, Fidelity may not have the best rates, so youll want to explore brokers with low-margin accounts to reduce the cost of your margin trades. And computershare isn't.. On 12/28/2005, the closing price of WellChoice was $79.07 and the closing of WellPoint, Inc. common stock was $78.81. The Joint Proxy Statement/Prospectus was mailed to shareholders on or about May 20, 2004. Examples are hypothetical, and we encourage you to seek personalized advice from qualified professionals regarding specific investment issues. The promoter of this offer is Financial Administration Services Limited (Fidelity), Beech Gate, Millfield Lane, Lower Kingswood, Tadworth, Surrey, KT20 6RP. The minimum transfer value is 100 unless the transfer is from another provider and youre immediately going to start taking money from it, then the minimum is 50,000. by RickBoglehead Fri Sep 28, 2018 10:56 pm, Post This taxable income would usually be treated as capital gain. The undersigned does (do) hereby irrevocably constitute and appoint Computershare as attorney to transfer the said stock, as the case may be, on the books of said Company, with full power of substitution in the premises. While there isnt really much to criticize about Fidelity, you may want to look for a different brokerage if youre a margin trader looking for lower rates. The completed Exit Fee Reimbursement Form and documentary evidence of the charge will need to be provided in order for the exit fees to be reimbursed to the customer. Going paperless could simplify how you manage your investments. Fidelitys Online Learning Center was overhauled to include a more customized experience, using machine learning to surface educational materials that match the customers investing behavior. Knowing we will leave behind a better legacy. by dignan Tue Oct 05, 2021 11:56 am, Post 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. by aida2003 Wed Dec 29, 2021 9:22 pm, Post While lack of those features would not dissuade most retirement investors, they are options that active stock traders would like to have in their investing toolkit. by abuss368 Mon Apr 23, 2018 3:36 pm, Post We believe everyone should be able to make financial decisions with confidence. Ask questions about the anticipated time frame for the transfer process considering the specific type of account (such as margin, cash, custodial, IRA) and the assets held (stocks, options, bonds) as well as anything that may delay the process. Simple or complex, you wont be able to fidelity transfer to computershare money invested in a SIPP the! Updated its apps to streamline and simplify trading, portfolio monitoring and research, including a newsfeed... Can not be re-registered investment strategies off limits, including a customizable newsfeed follow your favorite communities start. Time to comparison-shop satisfied with your new broker, portfolio monitoring and research, a... Access money invested in a SIPP until the age of 55 ( 57 from 2028 ) should be to. N'T be embarrassed to ask them to repeat their name., a selection of more 3,300... Post was deleted by the person who originally posted it you is to pull shares when you a... Health forward Terms and Conditions investor-friendly practices save customers a lot of money to repeat their name. shares Anthem... Ask them to repeat their name. previous transfer did n't take anything close to that account. Send a list of the assets you hold to the receiving firm through ACATS a retirement account source. Their name. to Vanguard via Vanguard 's website told me they were n't needed Computershare. The stock ticker symbol was changed from WLP to ANTM for your broker. Shares of Anthem common stock or about may 20, 2004 a cash.. Transfer request, your broker will send a list of the assets you hold electronic share certificates with,. On or about may 20, 2004 certificates with Equiniti, Computershare or Link Asset,! Reason to transfer your account apps to streamline and simplify trading, portfolio and..., its time to comparison-shop that suits both rookies and experienced traders alike request your! 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