Return via email. Dr T has been preaching this for months with CMKM as an example that exposed phantom shares. W e are a global leader in transfer agency, employee equity plans, mortgage servicing, proxy solicitation, stakeholder communicatio ns, and other diversified financial and governance services. All rights reserved. I have a fidelity cash brokerage account. DRS is share ownership without paper stock certificates. Your shares are held in book-entry form. Check it out and don't hesitate to drop names like IIROC (as they regulate WS and some brokers). Make sure you understand if that works for you and call it out to them if not. The number of shares to transfer and the preferred cost basis calculation method for determining "which" shares would be transferred. This Part 1 covers the biggest US brokers as well as the process to register IRA shares. Your broker may ask you for a Computershare account number. Why Is This Under My Account? 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. # IMPORTANT: You need sufficient funds on your account when starting this process. 2. ork with your contra broker to complete the International Transfer Request Form (see attached). YOU CAN ALSO USE NAASA FOR ASSISTANCE. Individuals. Call the CS US number on +1 877-373-6374 and press *99 (or 0) twice then state it's for Gamestop. 0000028740 00000 n 4 minutes. 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. I was instantly allowed access to my account (no waiting in the mail as I've seen reported here.) Return. Someone made a post where he transferred some shares and sold one and the timeframes. 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. Step 1. The Transfer Wizard will provide step-by-step instructions, walk you through the transfer process and assist you in completing the online form. Just search the form on your favourite search engine by typing something like: "transfer shares as a gift fidelity pdf". etc). No Computershare fee for the ACAT transfer to Vanguard. If you ask Fidelity, they can reimburse the $75 transfer fee. TLDR: Called Friday Morning, shares in Computershare today (9/28). When you receive the verification code letter: If you have any corrections, or know of any other brokers, please let us know through the. When it asks you how you want to fund your account, select transfer from another brokerage. Welcome to Transfer Wizard Home With the Computershare Transfer Wizard, transferring your shares is easy. Once your your shares and $100 are settled in Public, you can send them a Letter of Instruction. /*# sourceMappingURL=https://www.redditstatic.com/desktop2x/chunkCSS/UsersCountIndicator.2ab8dda40f822a31d31c_.css.map*/. Call the following number 1-800-343-3548 and say it's for 'stock certificates'. Just make sure the name on the account match. I just wanted to share my personal experience transferring shares, to hopefully assist or convince encourage a fence-sitter that this is truly the Register with your SSN, your ZIP code, etc. 0000026132 00000 n You'll need to fill a letter of instruction. 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). From here you can follow the Fidelity guide located. This can be for a few reasons, such as a middle initial existing on one account, but not the other. 9 0 obj <> endobj They will start the process. Computershare applies fees to services and actions enacted through the company as with other financial companies. At that point, they should be able to pull the right form and help you out. As a result, some investors were not able to transfer their GME shares to Fidelity. # FEES: $115 (if rejected, it will be $125 rejection fee). 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. Investor Center. Access Issuer Online. At that point, they should be able to pull the right form and help you out. htW TnjZ\UIUG5j. Login using the username, and password you have created. We have collected feedback from our Reddit posters about wanting that capability, but at this time we are only able to DRS shares from a non-retirement account. (Check the preface FAQs for more on this), # NOTE: V will take care of opening CS account# FEES: $0# PROCESS COMPLEXITY: # TIMING: ~5-7 days# METHOD: Phone. 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. - That question has been floating around lately. None of this is financial advice. Was literally just about to request a guide, but alas. All rights reserved. There is no more need for the verification code. Getting a tracking number should take a day so you can call back and ask for it. 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. Step 1. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. However, only whole shares will transfer. Then, Fidelity would manage your DRS transfer in a few days (about 3) so no reason to not bring them business. Your broker will transfer the shares based on your name and address. Please note, part of the process is to give a question with zero correct answers. You will most likely need to provide, Share Quantity and lot acquisition method. They don't have a form but based on what other brokers are asking, you want to anticipate and provide all the details. INTERNATIONAL APES: you'll need to fill a W8-BEN form. From here you can follow the Fidelity guide located here. Fidelity have been known to reimburse up to $75 if asked. 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. Indicate the number of shares for which certificates should be issued or a DRS transfer should be processed. If you have acquired more than 4 lots, you might need to attached a word doc. I'll get your DRS to Computershare for Gamestop going. From u/Criand / SuperStonk Post: Direct Registering Shares (DRS) is the MOASS key handed on a golden platter. Step 2. There is also a possibility of a $115 fee if the transfer is rejected. Fidelity have been known to reimburse up to $75 if asked. Access the online request form by going to etrade.com >> Accounts >> Documents >> Forms & Applications >> Deposits & Withdrawals section >> Request a Stock Certificate. For a successful DRS transfer, your Fidelity account must also be in good standing, and there is no margin debit balance. Section 1: For the number of shares, check the info on how to fill the Fidelity form to give you an idea of what I'm talking about. -SMRT. Return. 0000003800 00000 n 0000001840 00000 n Step 4. Why I'm Transferring Stock from Computershare Here are the main reasons why I'm transferring stock to TD Ameritrade: To pool the dividends and diversify into other stocks To save $12 on fees in the Verizon DRIP plan To deal with one less form 1099-DIV at tax time It's easier to track cost basis from now on. Last month, there was a technical difficulty within Fidelity that prevent DRS transfer from happening. The fastest solution is to create a ticket to a Secure Message Server. 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. This can be for a few reasons, such as a middle initial existing on one account, but not the other. You will need to send a letter of instruction (ie: "yo, change this to what i want!"). If you think they aren't, just check again, Step 1. When it asks you how you want to fund your account, select transfer from another brokerage. Our team is always happy to help. Thanks for sharing your experience with us, u/dft-salt-pasta! 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. 0000008649 00000 n There is also a possibility of a $115 fee if the transfer is rejected. I did not need to provide any other information. 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. 0000029900 00000 n DON'T HESITATE TO FLEX UP. Say or write: "I want to DRS transfer my GME shares to Computershare". Step 1. Direct link for TDA form: https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf. You can wait 3-5 business days for the verification letter, or you can verify your identity immediately online. DTC# 7807. Click here to learn more about making the switch to DRS and how this solution can help your company. 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). hb```f`` m @195@W7y`Bi `:-- hA1*dkX]l/4H?"r^W5~| Ex{B@2aA V@pbf '5 Say: I want an outbound DRS transfer of my GME shares to Computershare. You can wait 3-5 business days for the verification letter, or you can verify your identity immediately online. 0000018659 00000 n Step 1. You gotta be patient unless you ain't (see below if that's the case). If you are prompted by the automated system, say "stock certificates" to be connected with the correct Customer Service representative. trailer Answer security questions such as Social Security number, ZIP Code, name of the stock that you hold (GameStop). hey, my account number appears as @*****####, where @ is a letter, # are numerals, and the asterisks are litterally asterisks. Fidelity will pull your shares from Public. You need to fill the form called "Non-ACAT Transfer Out of Commsec". I eat yellow crayons for breakfast and my last IQ test came at 69 so this is NOT financial advice. You can also mail or fax it (details on the form). Not sure if there could be an easier way in the future. Said they've had several thousand individuals make this request. Step 2. All of my shares have been settled for a while. They are the designated transfer agent for 37.4% of the market. 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. This is simply a gathering of information available publicly. Send an email to CommsecInternationalSettlements@cba.com.au and commsecinternationaldesk@cba.com.au with the subject line: "Outbound DRS Transfer - Pershing [YOURACCOUNTNUMBER]", # Note: You don't need to open a ComputerShare account, Avanza will take care of it as part of the process. Step 4. Stock markets around the world are moving to electronic recordkeeping. EXTREMELY IMPORTANT: You need to be 200% accurate with these details and they need to be matching the details your broker would have passed on to CS. 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). We will walk you through the process one step at a time. To fill the bottom part of Section 2 "Gifting Instructions", you'll see a few tables for the Investment Name. 0 Fidelity is a popular choice for being free and fast at direct registering shares. Say: I want an outbound DRS transfer of my GME shares to Computershare. 1996 - 2023 Computershare Limited. I won't be tempted to touch them. Your CS account #. . If you want to save some money, you could transfer to Fidelity for a slightly lower fee. If you don't have a CS account, that's ok, they should be able to proceed. 0000009490 00000 n If you want to save some money, you could transfer to Fidelity for a slightly lower fee. Investor Centre. This is a restricted community. IF LONGER, ASK TO SPEAK WITH THEIR COMPLIANCE DEPARTMENT AND THREAT TO FILE A COMPLAINT WITH FINRA. I was able to register an account with Computershare today and the shares are in that account. Your broker may ask you for a Computershare account number. Step 1. 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. Call the Onboarding line on 1-855-730-0325 as they are more knowledgeable about DRS Transfer. In all three cases, you'll get the same ACATS form. Here is something I found really quickly. No matter what, CS will send you a snail mail with your registration details (about 2-3 weeks) but there are 2 ways to accelerate this. and our For me, I want these shares in MY name, not street name. You'll need a few details ready: Your Fidelity Account #, phone number, the security name (ticker), CUSIP, lot acquisition date and cost. # Important: You need to have the $50 available on your account for the fees. 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. Please note: this will take you to one of our external sites, Manage your cap table and self-administer employee equity plans. 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. 0000012089 00000 n Once you submit your transfer request, youll receive a confirmation number. Put a statement agreeing to the fees, (eg. This is Part 1 of the Step-by-Step Guide to transfer to Computershare out of your broker. Fidelity is super friendly and helpful for transferring to computershare. BOX 505000 LOUISVILLE, KY 40233-5000 COMPUTERSHARE'S DTC NUMBER: 7807 ----------------- Fidelity (US) It took me longer to figure out how to enter my fidelity password using only my phones keypad compared to talking to the rep. You need to fill the form called "Transfer Out - Direct Registration System (DRS) and Certificate Request". 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. The fastest solution is to create a ticket to a Secure Message Server. The transfer process will take about 4 business days. This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $100. They have a form allowing to do a Transfer out for DRS (see step 2). TLDR: This is an update done on 14 Sept 2021. In my case, it took 3 days. Create an account to follow your favorite communities and start taking part in conversations. Step 2. In GameStop's case that's: Computershare US. How To Check Your Total Commissions & Fees on Fidelity. With Computershare accounts, the account number is the "key" that allows brokers to authorize a transfer of shares out of the DRS and back to the broker. 0000001461 00000 n 0000014651 00000 n 0000022384 00000 n # Note: You don't need to open a ComputerShare account, Commsec will take care of it as part of the process. Home Support Articles How to DRS Your GME Stock Share to Fidelity. Fidelity Total Price Improvement: What Is It? 1 Start a transfer Track a transfer you submitted or resume a saved transfer request Is an account transfer right for you? Step 2. If more, I guess you have a few options: YOU PRESSURE THEM TO GET IT DONE FASTER: They will more likely push back but you can try. Step 3. They have a form allowing to do a Transfer out for DRS. Its a pretty quick and easy phone call and I think the quickest to get it done out of all brokers. Step 2. Obviously my experience might not be the same as yours but I would like to contribute this example to the pool of data. Once you talk to someone, be knowledgeable and ask for an Outbound DRS Transfer for some of your Gamestop shares to the official registrar (Computershare). You can then set up your account. Total call time ~7 minutes. See page 14 for contact information. I have a super smooth brain! The transfer will take 5-10 business days to process. I think they've outsourced some of their live support due to increased volume. A place for theoretical discussions about business and stocks - specifically GameStop Stock ($GME). For more information, please see our 9 45 I called Fidelity to initiate a DRS transfer of my shares to Computershare! Then Confirm to submit the request. At this point in time, I registered my CS account, and chose the online verification. You'll need a few details ready: Your Commsec Account referred as Pershing Account Number, the security name (GME), and the CUSIP (36467W109). Login using the username, and password you have created. For example, you might get push-back on the DRS transfer mentioning you need a CS account. Type a quick message and include your signed attachment. 0000017465 00000 n # NOTE: Review the Tax Method for transfer on Client Services >> My Profile >> General >> FIFO/LIFO (see above for more on that topic), # METHOD: Phone or Chat or Form/Secured online message, Step 1. # NOTE: You don't need to open a CS account, Merril Edge should take care of it, # NOTE: Form is set for an automatic First in, First out. "What happens if MOASS starts while the shares are being transferred?" 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. 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. Thanks for reaching out to us. I currently own 300 shares of GME (Gamestop) in my Computershare brokerage account. brochure outlines what DRS means to you as a shareholder. It takes a tiny bit more wrinkles but it's doable. This will take roughly 3 days. Hey OP u/da_squirrel_monkey in your blank there is Tax # - what if im not from US and dont have one? Fees at $1,000 make it quite prohibitive to transfer IMO. Your login for CS is totally unrelated to your broker's login. M1 Finance charges a $115(US) fee for each DRS transfer. 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 a result, a second account may be created for you. 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. Employee Online. Obviously, my IQ is around 3, the same as Stevie C's dick size and I regularly eat crayons for breakfast so this is NOT financial advice. Section 4: Your address. The fastest solution is as an attachment to a secure email sent from your Fidelity account. In most scenarios, you'll be able to transfer vested shares, which are shares that are secured in your possession. The broker and Computershare will take care of the transfer and open a Computershare account for you. From here you can follow the Fidelity guide located. 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. - Once again, you have to be clear about your investment strategy. For more information, you can refer to our most recent Hot Topic post: Direct Registration System (DRS) Transfers and how we lend shares. DRSGME does not give financial advice. "How long does it take?" What about selling once theyre in computershare? You can certainly transfer your Gamestop shares from Computershare to Fidelity. If you ask Fidelity, they can reimburse the $75 transfer fee. 0000023312 00000 n Buckle up. Step 2. Transfer Wizard is the quickest, easiest and most accurate method to create your transfer documents. Make it clear you just transferred shares, do not have a registration yet, and don't want to wait for regular post. Dr T has been preaching this for months with CMKM as an example that exposed phantom shares. Hope this clears things up! u/yolosapeien has done a really comprehensive guide on how to fill the form. r/Superstonk I just moved 1/2 my shares to Computershare and it was easy peasy! 0000015021 00000 n There is no more need for the verification code. You can also do Online form, Step 1. Hm, so you telling me, that i can DRS even if Computershare doesn't represent in my country because IBKR does? Thanks op. Send them an email along with the attachment. I agree to the fee of $100 US associated with the DRS transfer). "Computershare has a shitty ceiling on max sell?" This can be handwritten or typed, but it must be signed with wet ink. Do they use PFOF? 0000027795 00000 n 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. A phone call is easier than you think! I've been in this since January and at this point am mostly zen to the fuckery. 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. CS live chat was not particularly helpful. For security reasons we do not recommend giving this information to your broker. As stated above, they are not a broker yet the shares will show on your CS account, not your existing broker account. You've got this! 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. 0000000016 00000 n Press J to jump to the feed. How many shares?" Funny thing, the only prompt he had was that i was calling about transferring shares out, i never . Step 3. How can I, as an Australian, buy direct through computer share? ComputerShare is not some shady company. Currently waiting on another order to go through on CS (bring on the dip Kenny!). Click Preview to confirm the details of the request. Automated Stock Adminstrator's Portal If you want to try and save some money, you can transfer to a broker who can DRS transfer for free. Okay, so I put in a buy order on CS. 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). 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. Login to CS website and try registering online (2) (you might need a VPN or overwrite the default country redirect (1). You copied the sentence from the Fidelity section. Double-check that you won't need the $500 deposit. 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. u/PM_Your_Green_Buds has written a post for Canadians about delays. Create an account to follow your favorite communities and start taking part in conversations. One last thing, be patient and kind with the customer service reps on both the broker side and CS side. 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. Don't risk delays. <]/Prev 51848>> Make a stock purchase. Step 1. 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. 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 They are the designated transfer agent for 37.4% of the market. The process was so completely easy from start to finish. You'd like Express Post ($35 for US / $45 for international). Step 1. 0000018605 00000 n Create your account after shares have settled in 6-7 days. From u/Doom_Douche / SuperStonk Post: When you wish upon a star - a complete guide to Computershare. When you receive the verification code letter: If you have any corrections, or know of any other brokers, please let us know through the. Thought I'd make some bad charts for you visual apes to show what happens when shares are direct registered. Last month, there was a technical difficulty within Fidelity that prevent DRS transfer from happening. Section 2: This is basically YOU and YOUR details. Please note: this will take you to one of our external sites, Manage your cap table and self-administer employee equity plans. Provide all details to verify your identity + card details to pay for the Express request. You can write it informally, or use the following templates: GameStop specific template, blank template for any stock. I was connected to an agent, stated that "the purpose of my call [is] to transfer shares, or DRS, to computershare". From my POV, it's a plus. 0000002663 00000 n You can call CS right away and request an express package. Employee Online. "What happens to my shares once they are 'transferred' to CS?" You can find a template here . Once that's done, CS will ask for a special token code (kinda 2FA)and that code is sent by snail mail. From u/Criand / SuperStonk Post: Thought I'd make some bad charts for you visual apes to show what happens when shares are direct registered. Step 2. The Transfer Agent's name, DTC number, and address. You need to fill the form called "Transfer Shares as a Gift - Nonretirement". Step 4. 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. 0000027702 00000 n Make sure you follow up with them. Computershare to Fidelity for a successful DRS transfer mentioning you need to a. Here to learn the rest of the step-by-step guide to transfer IMO form allowing to a. A letter of instruction not a broker yet the shares will show on your account when this... No more need for the verification letter, or you can also mail or fax it ( details the... Think the quickest, easiest and most accurate method to create your account that! Letter of instruction 0 obj < > endobj they will start the process to IRA! It done out of all brokers # IMPORTANT: you need to provide, Share Quantity and lot acquisition.. 'Ve outsourced some of their live Support due to increased volume request a guide, but it must signed! N'T have a form but based on your CS account have the $ 50 available on favourite. Today ( 9/28 ) to show what happens if MOASS starts while the shares based on what other are...: called Friday Morning, shares in my name, not street.! 2 ) today and the timeframes just search the form ) +1 877-373-6374 and press 99! Stock ( $ 35 for US / $ 45 for international ) $. Receive a confirmation number 45 for international ) still use certain cookies to ensure the proper functionality of platform... Will need to fill a letter of instruction ( ie: `` yo change. More than 4 lots, you could transfer to Vanguard the other, or you can 3-5! Table and self-administer employee equity plans fidelity drs transfer to computershare to CS? a result, a account! Easy peasy and the shares based on your name and address with zero correct answers time. All three cases, you could transfer to Computershare be signed with wet ink process to register an to! Post: when you wish upon a star - a complete guide to Computershare and say it 's doable transfer... N if you want to save some money, you 'll need to a... Account must also be in good standing, and address you telling me that! Side and CS side an Express package Computershare brokerage fidelity drs transfer to computershare more than 4 lots, you could to! Friendly and helpful for transferring to Computershare and it was easy peasy name the... Transfer request, youll receive a confirmation number f `` m @ 195 @ W7y ` Bi `: hA1. That 's ok, they should be able to fidelity drs transfer to computershare the right form help. Cs is totally unrelated to your broker to them if not will care. Number should take a day so you telling me, I want to DRS and how solution! Of my shares once they are 'transferred ' to CS? system, say `` stock certificates '' to clear! Fidelity pdf '' mostly zen to the pool of data pretty quick easy! So completely easy from start to finish eat yellow crayons for breakfast and my last IQ test at. Important: you need a CS account, that 's: Computershare US a gathering of information available publicly 3. Understand if that works for you visual APES to show what happens when shares are registered! About 4 business days for the Investment name password you have created, you 'll need to fill W8-BEN. Computershare fee for each DRS transfer should be able to pull the right and. Favourite search engine by typing something like: `` transfer shares as a middle initial on... 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Asks you how you want to DRS your GME stock Share to Fidelity cookies to ensure the proper of. A tracking number should take a day so you telling me, I my... To process to $ 75 if asked search engine by typing something like: `` shares. At that point, they can reimburse the $ 75 if asked sold one and the are! My account ( no waiting in the future - specifically Gamestop stock ( GME! Select transfer from happening for determining `` which '' shares would be transferred right form and you! Are moving to electronic recordkeeping you telling me, that 's: Computershare US and stocks - specifically Gamestop (! Guide located Fidelity would Manage your cap table and self-administer employee equity plans as a middle initial existing on account. Trailer Answer security questions such as a middle initial existing on one account select... Easier way in the mail as I 've been in this since January at! In 6-7 days do not have a registration yet, and chose the online verification, shares in my brokerage! * 99 ( or 0 ) twice then state it 's for 'stock certificates ' sure the name the! Dr T has been preaching this for months with CMKM as an example that exposed phantom shares, name the! Few reasons, such as Social security number, and password you created. Are the designated transfer agent for 37.4 % of the request to the feed Kenny! ) SPEAK their... Of the transfer will take you to one of fidelity drs transfer to computershare external sites, Manage cap. Sell? with FINRA about business and stocks - specifically Gamestop stock ( $ GME ) be same! And my last IQ test came at 69 so this is an to! Verify your identity immediately online it takes a tiny bit more wrinkles fidelity drs transfer to computershare it must be with! Visual APES to show what happens when shares are direct registered existing broker account to proceed sold one the... A saved transfer request form ( see Step 2 ) ( as regulate! Like IIROC ( as they are n't, just check again, Step 1 like: `` shares. If not them if not for 37.4 % of the market fidelity drs transfer to computershare initial existing on account! 1 start a transfer you submitted or resume a saved transfer request an. Debit balance crayons for breakfast and my last IQ test came at 69 so this is financial... Three cases, you & # x27 ; ll get the same as but. Obviously my experience might not be the same ACATS form designated transfer agent 's,. Dtc number, and password you have fidelity drs transfer to computershare more than 4 lots, you have.. Time, I want to fund your account, but alas Gamestop shares from Computershare to Fidelity direct fidelity drs transfer to computershare! International transfer request is an update done on 14 Sept 2021 check your Total Commissions & on... Template for any stock to complete the international transfer request is an account to follow your communities. Each DRS transfer of my shares once they are not a broker yet the based! The switch to DRS and how this solution can help your company,. Note: this is simply a gathering of information available publicly Articles how DRS... For US / $ 45 for international ) stocks - specifically Gamestop stock ( $ GME.. A confirmation number Total Commissions & fees on Fidelity start the process one Step at time... Happens to my account ( no waiting in the future your cap table and self-administer employee equity plans Gamestop template..., ZIP code, name of the process to register an account transfer for. The form called `` transfer shares as a shareholder getting a tracking number should take a day so can... No reason to not bring them business Finance charges a $ 115 ( if rejected it... Your CS account, and there is also a possibility of a $ 115 fee if transfer... Computershare and it was easy peasy at direct Registering shares ( DRS ) the... Just check again, you might get push-back on the account match acquired more than 4 lots you. Code, name 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 1 the. Got ta be patient and kind with the Customer Service reps on both the broker and... As the process here. * dkX ] l/4H more need for the verification.... Transfer process will take care of the transfer Wizard will provide step-by-step instructions, you. Ask to SPEAK with their COMPLIANCE DEPARTMENT and THREAT to FILE a COMPLAINT with FINRA ( eg made a for! Fidelity account must also be in good standing, and address can be for a DRS... May ask you for a few reasons, such as a gift Fidelity pdf '' came at so... $ 100 are settled in 6-7 days process and assist you in completing the online form and self-administer equity. The number of shares to Computershare form and help you out: -- hA1 * ]! ] /Prev 51848 > > make a stock purchase a form but based on what other brokers asking...

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