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. Direct Registration is the way. You'll need a few details ready: Your Fidelity Account #, phone number, the security name (ticker), CUSIP, lot acquisition date and cost. I've also uploaded a filled template on imgur to help apes fill it correctly. Hi u/ksknksk, and welcome to r/fidelityinvestments. #, then press 4 then 2. Step 2. There is also a possibility of a $115 fee if the transfer is rejected. Unfortunately, for the majority of international apes, it is not possible to open an account with CS directly. 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. Call the CS US number on +1 877-373-6374 and press *99 (or 0) twice then state it's for Gamestop. Register with your SSN, your ZIP code, etc. 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. To verify online, Computershare will ask some security questions based on info they take from LexisNexis. You need to fill the form called "Non-ACAT Transfer Out of Commsec". 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. Public charges a $100(US) fee for each DRS transfer. This is outlined for each broker below and; The process with CS (ie: create your account, register your account). 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. 0000001539 00000 n 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. Fidelity does not charge a fee to transfer your shares out of your Fidelity account. ComputerShare is not some shady company. Reddit and its partners use cookies and similar technologies to provide you with a better experience. Step 1. Transfer Shares as a Gift - NonRetirement', Transfer Out - Direct Registration System and Certificate Request', Reregister Securities with Transfer agent. Fidelity have been known to reimburse up to $75 if asked. Happy to investigate further if any apes want. I think they've outsourced some of their live support due to increased volume. The transfer will take 5-10 business days to process. Was literally just about to request a guide, but alas. 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. Reddit and its partners use cookies and similar technologies to provide you with a better experience. A guide to TRANSFER a portion/all of your GME shares to Computershare (referenced as CS in this post). Check the box next to the security for which a certificate should be issued or a DRS transfer should be processed. 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. Gamestops stock split that occurred on July 21, 2022, did not affect the ability to DRS shares of GME. Thought I'd make some bad charts for you visual apes to show what happens when shares are direct registered. Our goal is to help Redditors get answers to questions about Fidelity products and services, money movement, transfers, trading and more. See below: Ticker: GME CUSIP: 36467W109 ComputerShare details: COMPUTERSHARE TRUST COMPANY, N.A. 0000009131 00000 n Step 4. I am waiting on my account number. If you have acquired more than 4 lots, you might need to attached a word doc. You need to use CAPITAL LETTERS and BLACK INK. 0000011728 00000 n Both transfers were great customer service and they have a happy customer. It's best to contact your employer or reach out to the institution holding your funds to determine how many units can be transferred. Hope this clears things up! Step 1. 0000028985 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. 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. If you want to try and save some money, you can transfer to a broker who can DRS transfer for free. Once you talk to someone, be knowledgeable and ask for an Outbound DRS Transfer for some of your Gamestop shares to the official registrar (Computershare). 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 can also do Online form, Step 1. Make sure you do your own research to understand if that's the right thing for you or not, how many shares you'd want to transfer out, the fees associated with this process, the time it takes to process, is your broker lending shares? With your Letter of Instruction complete, write an email to: hello@public.com. Box 505005 Louisville, KY 40233-5005 (888) IBM-6700 (United States, Canada and Puerto Rico) (781) 575-2727 (all other areas) ibm@computershare.com Step 2. 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. I won't be tempted to touch them. Each investor is responsible for their own decisions. 0000001840 00000 n ELI5: You can choose which shares you want to transfer (the first ones you bought? The stock you want to transfer along with CUSIP and quantity. 0000025552 00000 n Transferring an IRA to CS is possible. A safe place for apes who like the stock $GME. This can be handwritten or typed, but it must be signed with wet ink. The date now is Friday, September 24. Press question mark to learn the rest of the keyboard shortcuts. Open an account with Fidelity. NOTE: You'll see a note on top of the form for a $500 fee. The fastest solution is to create a ticket to a Secure Message Server. You will need to send a letter of instruction (ie: "yo, change this to what i want!"). You can wait 3-5 business days for the verification letter, or you can verify your identity immediately online. Step 1. I was told that Computershare do support retirement accounts. 0000040821 00000 n 1996 - 2023 Computershare Limited. The world's leadi ng organizations work with us to maximize their relationships with investors, employees . New technologies have increased the accuracy and efficiency of transactions. With IBKR it's a simple process, I am currently in it. 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. Please note: this will take you to one of our external sites, Manage your cap table and self-administer employee equity plans. 4 minutes. Like if you moved them all into there, is it easy to sell and trade them OR are these the infinite pool shares? Then you can enter the verification code. Step 3. Getting a tracking number should take a day so you can call back and ask for it. Login to your account and head to Help and Settings >> Forms and Applications >> Search for 'Outgoing partial transfer' and click 'e-sign'. Don't risk delays. Its a pretty quick and easy phone call and I think the quickest to get it done out of all brokers. If you are prompted by the automated system, say "stock certificates" to be connected with the correct Customer Service representative. Your broker will transfer the shares based on your name and address. Put a statement agreeing to the fees, (eg. Computershare, along with Wells Fargo Shareowner Services, Broadridge Financial, and Amstock are all popular stock transfer agents. 0000003901 00000 n 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. - That's true. Up to you but feel free to download my letter template and fill your details. Fidelity to Computershare DRS transfer. 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 you are not planning on selling these, why do you care if they are in transit? They have a form allowing to do a Transfer out for DRS (see step 2). Cookie Notice All of my shares have been settled for a while. Say or write: "I want to DRS transfer my GME shares to Computershare". Make it clear you just transferred shares, do not have a registration yet, and don't want to wait for regular post. W It's seriously retard-proof. DON'T HESITATE TO FLEX UP. brochure outlines what DRS means to you as a shareholder. Step 2. %%EOF You can certainly transfer your Gamestop shares from Computershare to Fidelity. Step 1. # 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. Hours: 7am-10pm ET M-F, 11:30am-10pm ET Sat/Sun, Press J to jump to the feed. Updated: Jan 26 SoFi charges a $115 fee to DRS transfer to Computershare. 0000009651 00000 n From u/Doom_Douche / SuperStonk Post: When you wish upon a star - a complete guide to Computershare. Call the Onboarding line on 1-855-730-0325 as they are more knowledgeable about DRS Transfer. Please note: this will take you to one of our external sites, Manage your cap table and self-administer employee equity plans. Step 1. Step 2. 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. This is a restricted community. For some of these DRS, you'll need a few details like ComputerShare address, etc. $1m/transaction so definitely lower than my floor. Your Public account number, full name, phone number, email address, Tax ID/SSN. If you are ready to start the process of direct registration (DRS) for a non-retirement Fidelity account, please give us a call. Weirdly enough, the shares are still in the Fidelity account, too. 0000026132 00000 n All rights reserved. This sexy ape called u/Bibic-Jr is keeping a good log of all brokers. # Note: You don't need to open a ComputerShare account, Commsec will take care of it as part of the process. You'll need to set up your account with personal details, 3 security questions and a password. 0000029900 00000 n You might need to provide the following details: How many shares you'll want to transfer and the method. Step 2. Although YMMV, it was so much easier than even the most optimistic folks on here had implied so I wanted to share my experience and process if only to add another reference, or hopefully to dispel some FUD and show how you can have a similar experience. TLDR: Called Friday Morning, shares in Computershare today (9/28). Public charges a $100(US) fee for each DRS transfer. At that point, they should be able to pull the right form and help you out. Step 2. 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 Say: I agree to the $115 fee to DRS transfer. 0000023128 00000 n At that point, they should be able to pull the right form and help you out. It took me longer to figure out how to enter my fidelity password using only my phones keypad compared to talking to the rep. It sounds fucking dumb to say but be confident about what you are requesting and be ready with more information than you probably need (read this post). BOX 505000 LOUISVILLE, KY 40233-5000 COMPUTERSHARE'S DTC NUMBER: 7807 ----------------- Fidelity (US) I was instantly allowed access to my account (no waiting in the mail as I've seen reported here.) 0000017465 00000 n Heard we are doing round 2 of DRS! 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. Mais oui! Your account number, your name, your phone number, your email. 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. If you think they aren't, just check again, Step 1. Return. Manage your employee portfolio, access tools and support features There is also a possibility of a $115 fee if the transfer is rejected. If having verified my account details in CS online, as well as verifying my account via prompt before speaking with an agent on Fidelity's end made any impact? Do your DD. Investor Centre. For the Transfer Agent Account #, leave blank if you don't have a CS account yet. Step 3. This will take roughly 3 days. Why don't Fidelity support transferring retirement shares via DRS? Time to send it to your broker. 2. ork with your contra broker to complete the International Transfer Request Form (see attached). Follow the steps and submit. Head to Contact Us and click on Secure Mail to return the form. . They have a form allowing to do a Transfer out for DRS. "What happens to my shares once they are 'transferred' to CS?" If not, then it will take another 2-3 business days. Login using the username, and password you have created. If not, then it will take another 2-3 business days. Step 2. Computershare Trust Company, N.A., P.O. I was able to register an account with Computershare today and the shares are in that account. A phone call is easier than you think! 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. hb```f`` m @195@W7y`Bi `:-- hA1*dkX]l/4H?"r^W5~| Ex{B@2aA V@pbf '5 Fidelity will pull your shares from Firstrade. Access Employee Equity Plans. Just head to 'Contact us' and click on 'Secure Mail'. I'll get your DRS to Computershare for Gamestop going. It can take 3-5 business days for the lots to show correctly on Fidelity.com. If you don't have a CS account, that's ok, they should be able to proceed. Send them an email along with the attachment. Computershare applies fees to services and actions enacted through the company as with other financial companies. If you want to save some money, you could transfer to Fidelity for a slightly lower fee. Step 3. 0000004245 00000 n ._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} From here you can follow the Fidelity guide located here. International apes can certainly buy and transfer into CS. Currently waiting on another order to go through on CS (bring on the dip Kenny!). The number of shares to transfer and the preferred cost basis calculation method for determining "which" shares would be transferred. Thanks op. When my plan plays out I fully intend to put money back in fidelity for my investments. 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). 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. Not sure if there could be an easier way in the future. NOTE: You are basically gifting/transferring these shares to yourself. Step 4. However, only whole shares will transfer. DRS is share ownership without paper stock certificates. To fill the bottom part of Section 2 "Gifting Instructions", you'll see a few tables for the Investment Name. DRSGME does not give financial advice. Just search the form on your favourite search engine by typing something like: "transfer shares as a gift fidelity pdf". You will most likely need to provide, Share Quantity and lot acquisition method. Section 2: This is basically YOU and YOUR details. None of this is financial advice. Do they use PFOF? By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. As a result, a second account may be created for you. Box 505005, Louisville, KY 40233-5005. If you are transferring a US shareholding from Computershare such as Thomson Reuters or Mondelez International, you will also be required to complete a W-8BEN form. htW TnjZ\UIUG5j. Please note, part of the process is to give a question with zero correct answers. We have found that holders who use the Transfer Wizard are three times LESS likely to have their request rejected for missing information. Investor Center. I just wanted to share my personal experience transferring shares, to hopefully assist or convince encourage a fence-sitter that this is truly the This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $100. They will start the process. 0000029318 00000 n Once your your shares and $100 are settled in Public, you can send them a Letter of Instruction. Done UPDATED 19/09 5:15pm GMT+10 -Transfer from TD Ameritrade Take 3-5 business days Computershare applies fees to services and actions enacted through COMPANY! Take 3-5 business days for the verification letter, or you can transfer to a broker who can DRS.. Also do online form, Step 1 buy and transfer into CS a CS account, register account! A complete guide to Computershare & quot ; Computershare TRUST COMPANY, N.A to fill the called! '', you can verify your identity immediately online call back and ask it... The correct customer service and they have a form allowing to do a transfer out for DRS ( see ). Will pull your shares out of your GME shares to transfer and the shares are in?., trading and more, email address, etc DRS to Computershare & quot.... Press question mark to learn the rest of the process with CS fidelity drs transfer to computershare ie: your. Outlined for each DRS transfer work with US to maximize their relationships with investors, employees lower.. Pdf '' outlines what DRS means to you as a result, a second account be. Open a Computershare account, that 's ok, they should be to... Fee if the transfer Wizard are three times LESS likely to have their rejected... And the shares are still in the future a DRS transfer ` Bi `: -- hA1 * ]! Gift Fidelity pdf '', change this to what i want to DRS my! If not, then it will take care of it as part of the process of all brokers shares! The rest of the process: hello @ public.com do n't have a CS account, that 's ok they... 3 security questions and a password correct customer service and they have a form to! Transfer will take you to one of our external sites, Manage your cap and. With a better experience from Firstrade happy customer simple process, i am currently in it these infinite. Press J to jump to the rep and similar technologies to provide with... Result, a second account may be created for you visual apes to show what happens when shares still! Twice then state it 's for Gamestop applies fees to services and actions enacted through the COMPANY with... Also do online form, Step 1 to attached a word doc are direct registered with to... These, why do you care if they are n't, just check again Step... It took me longer to figure out How to enter my Fidelity password using my. Provide you with a better experience Manage your cap table and self-administer employee equity plans a result, second... ` f `` m @ 195 @ W7y ` Bi `: -- hA1 * dkX ] l/4H my... 1-855-730-0325 as they are 'transferred ' to CS is possible was able to pull the form. Your account number, email address, Tax ID/SSN your details register an account with CS directly be... You can also do online form, Step 1 technologies to provide the following details: How many shares 'll. And efficiency of transactions told that Computershare do support retirement accounts `` stock certificates '' to be connected with correct! Fidelity pdf '' in public, you could transfer to Computershare! `` ) to 75. New technologies have increased the accuracy and efficiency of transactions table and self-administer employee equity plans @ public.com Morning shares!, fidelity drs transfer to computershare your cap table and self-administer employee equity plans 195 @ W7y ` Bi `: hA1... For apes who like the stock you want to save some money, can. Computershare applies fees to services and actions enacted through the COMPANY as with Financial... Form and help you out 2. ork with your letter of Instruction complete, write an email to: @. Help you out and efficiency of transactions likely to have their request rejected for missing information your contra broker complete. This sexy ape called u/Bibic-Jr is keeping a good log of all.! Fidelity will pull your shares out of all brokers found that holders who use the transfer Wizard are times! You might need to attached a word doc pretty quick and easy phone call i... July 21, 2022, did not affect the ability to DRS transfer to Computershare ll need a few like... Out How to enter my Fidelity password using only my phones keypad compared to talking to the for. Able to pull the right form and help you out CS in this ). Transfer a portion/all of your Fidelity account form and help you out Non-ACAT transfer out for DRS take day... Question mark to learn the rest of the process is to give a question with zero correct answers portion/all. There is also a possibility of a $ 100 ( US ) fee for each DRS transfer for.... Service representative you just transferred shares, do not have a registration yet and..., leave blank if you are not planning on selling these, do! N ELI5: you 'll see a note on top of the process can which. And $ 100 are settled in public, you can call back and ask for it with it... Transferring retirement shares via DRS $ 115 fee if the transfer Agent account #, leave blank if moved! Shares you want to transfer your Gamestop shares from Firstrade, phone number, email address,.! Open a Computershare account, that 's ok, they should be processed of Instruction complete, write email... To do a transfer out of your GME fidelity drs transfer to computershare to transfer and the preferred cost calculation... Are these the infinite pool shares request form ( see attached ) name and address if! This to what i want to try and save some money, you might need to provide, quantity. Are all popular stock transfer agents are more knowledgeable about DRS transfer new technologies have increased the accuracy and of. Be able to pull the right form and help you out account #, leave if. Gamestops stock split that occurred on July 21, 2022, did not affect the ability DRS! And similar technologies to provide you with a better experience again, Step 1 are... Stock split that occurred on July 21, 2022, did not affect the ability to transfer... J to jump to the fees, ( eg see a note on top of the process CS... Back and ask for it Amstock are all popular stock transfer agents on selling these, why do n't to! Intend to put money back in Fidelity for a $ 500 fee take care of as! You need to fill the bottom part of the process is to create ticket! Provide you with a better experience took me longer to figure out How to enter my Fidelity password using my! Identity immediately online and self-administer employee equity plans & quot ; write: & quot ; i to! Gifting Instructions '', you can also do online form, Step 1 Secure. Result, a second account may be created for you currently in it split... Like: `` transfer shares as a gift Fidelity pdf '' 0 ) twice state... Head to 'Contact US ' and click on Secure Mail to return the form called `` Non-ACAT out... Use certain cookies to ensure the proper functionality of our platform registration yet, and password you have acquired than! Username, and do n't need to set up your account number, your ZIP,. To what i want to transfer and the preferred cost basis calculation method for determining `` which '' would! Them or are these the infinite pool shares partners use cookies and similar technologies provide... Are not planning on selling these, why do n't have a account. Want to try and save some money, you can certainly buy and transfer CS... Could transfer to Computershare & quot ; i want to save some money, you can send them a of... The preferred cost basis calculation method for determining `` which '' shares would transferred... Quick and easy phone call and i think they are 'transferred ' to CS is possible functionality our! 7Am-10Pm ET M-F, 11:30am-10pm ET Sat/Sun, press J to jump the... Reddit and its partners use cookies and similar technologies to provide, Share quantity lot. Are still in the Fidelity account and help you out check again, Step.... Plays out i fully intend to put money back in Fidelity for a slightly lower.! F `` m @ 195 @ W7y ` Bi `: -- hA1 dkX! Not affect the ability to DRS shares of GME of shares to yourself, transfers, trading more. Sites, Manage your cap table and self-administer employee equity plans which a should... Sat/Sun, press J to jump to the rep brochure outlines what DRS means to you but free! 'D make some bad charts for you keeping a good log of all brokers due to increased.! Charts for you Tax ID/SSN of GME all into there, is it easy to sell and trade them are! With US to maximize their relationships with investors, employees acquisition method via DRS my phones keypad to... External sites, Manage your cap table and self-administer employee equity plans all brokers other! How to enter my Fidelity password using only my phones keypad compared to talking to the feed your account! Drs means to you but feel free to download my letter template and fill your details DRS to (... A note on top of the process to do a transfer out of Commsec.... To Computershare ( referenced as CS in this post ) on fidelity drs transfer to computershare the! Fargo Shareowner services, money movement, transfers, trading and more plan out. Our platform am currently in it template and fill your details in this post....