Answer security questions such as Social Security number, ZIP Code, name of the stock that you hold (GameStop). Fidelity is a popular choice for being free . Mais oui! Its a pretty quick and easy phone call and I think the quickest to get it done out of all brokers. Step 2. I eat yellow crayons for breakfast and my last IQ test came at 69 so this is NOT financial advice. 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. endstream
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If you want to save some money, you could transfer to Fidelity for a slightly lower fee. Your Public account number, full name, phone number, email address, Tax ID/SSN. Do they use PFOF? All rights reserved. If the shares having been purchased at the earliest several weeks ago made a difference? Box 505005 Louisville, KY 40233-5005 (888) IBM-6700 (United States, Canada and Puerto Rico) (781) 575-2727 (all other areas) ibm@computershare.com If you ask Fidelity, they can reimburse the $75 transfer fee. It was stress free and painless! Direct Registration is the way. The number of shares to transfer and the preferred cost basis calculation method for determining "which" shares would be transferred. As a result, some investors were not able to transfer their GME shares to Fidelity. 0000021240 00000 n
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. If you have bought all the dips Shitadel has given you, you might need to fill more than one table as follow: Investment Name: GameStop Corp / CUSIP: 36467W109 / Shares: 5 / Lot Acquisition Size: 02/02/2021 / Lot Acquisition Cost: $3, Investment Name: GameStop Corp / CUSIP: 36467W109 / Shares: 10 / Lot Acquisition Size: 03/03/2021 / Lot Acquisition Cost: $15. You can wait 3-5 business days for the verification letter, or you can verify your identity immediately online. I was told that Computershare do support retirement accounts. Send an email with the following details asking for an outbound - DRS Transfer. htW TnjZ\UIUG5j. Said they've had several thousand individuals make this request. Getting a tracking number should take a day so you can call back and ask for it. Access Issuer Online. 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 . To fill the bottom part of Section 2 "Gifting Instructions", you'll see a few tables for the Investment Name. Section 2: This is basically YOU and YOUR details. The Transfer Agent's name, DTC number, and address. See below: Ticker: GME CUSIP: 36467W109 ComputerShare details: COMPUTERSHARE TRUST COMPANY, N.A. They don't have a form but based on what other brokers are asking, you want to anticipate and provide all the details. Section 4: Your address. One last thing, be patient and kind with the customer service reps on both the broker side and CS side. Step 1. Done UPDATED 19/09 5:15pm GMT+10 -Transfer from TD Ameritrade The stock (GameStop), its ticker (GME), and its CUSIP (36467W109). - Really valid question and it's a personal choice again. Call the Onboarding line on 1-855-730-0325 as they are more knowledgeable about DRS Transfer. startxref
Not sure if there could be an easier way in the future. 0000027795 00000 n
u/PM_Your_Green_Buds has written a post for Canadians about delays. 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. The stock (GameStop), its ticker (GME) , and its CUSIP (36467W109). Don't risk delays. Form is available on the Fidelity website here, Step 4. Step 3. This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $100. Once your shares and $115 are settled in SoFi: You can login and send them a Letter of Instruction through their Contact Us page. This time it will be 98% of my shares instead of 30%. If you ask Fidelity, they can reimburse the $75 transfer fee. You'll need to fill a letter of instruction. 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. INTERNATIONAL APES: you'll need to fill a W8-BEN form. You contact Commsec for that form or download it using the link below. From here you can follow the Fidelity guide located here. They have a form allowing to do a Transfer out for DRS (see step 2). From start to finish it took two days to get mine transferred. "What happens once the transfer has gone through with my broker?" 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). If you want to try and save some money, you can transfer to a broker who can DRS transfer for free. 0000003697 00000 n
I've also uploaded a filled template on imgur to help apes fill it correctly. Anything above this will require written notice. Hi u/ksknksk, and welcome to r/fidelityinvestments. 0000008649 00000 n
I've made a blank template you can use here you can use as an attachment. Employee Online. Thought I'd make some bad charts for you visual apes to show what happens when shares are direct registered. Up to you but feel free to download my letter template and fill your details. Step 1. etc). 0000002037 00000 n
You can also find the form online here but you'll then have to download, print, fill, scan and return. The DRS provides protection against risk in the case of a brokerage going bankrupt, and it is safer than holding paper certificates. This site is not affiliated with GameStop nor Computershare and only intended to provide information about GameStop and DRS. You need to use CAPITAL LETTERS and BLACK INK. The broker and Computershare will take care of the transfer and open a Computershare account for you. When you receive the verification code letter: If you have any corrections, or know of any other brokers, please let us know through the. 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. This can be done online when you are logged into your CS account. When it asks you how you want to fund your account, select transfer from another brokerage. Why Is This Under My Account? Individuals. Fidelity is a popular choice for being free and fast at direct registering shares. 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. 0000027702 00000 n
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brochure outlines what DRS means to you as a shareholder. No Computershare fee for the ACAT transfer to Vanguard. Step 2. Make it clear you just transferred shares, do not have a registration yet, and don't want to wait for regular post. 0000024294 00000 n
There is also a possibility of a $115 fee if the transfer is rejected. Press J to jump to the feed. 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. Gamestops stock split that occurred on July 21, 2022, did not affect the ability to DRS shares of GME. For the email write: I would like an outbound DRS transfer as detailed in the attached Letter of Instruction. Step 4. Last month, there was a technical difficulty within Fidelity that prevent DRS transfer from happening. How can I, as an Australian, buy direct through computer share? When you go through 'Ask TED', the agent will fill the form for you, Step 2. W Step 2. 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} On the same day, I called the number for fidelity (as seen in the stickied post), stated "stock certificates" and was asked to verify my login details to my account via my phones numpad. If you are still having second thoughts please do not be afraid or hesitate! Download, print, fill, scan and return. Step 2. DON'T HESITATE TO FLEX UP. Step 1. Op, edit your first line of TD ameritrade. Step 1. Your broker will transfer the shares based on your name and address. 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? However, only whole shares will transfer. You'll then get a verification link to your email. 0000027453 00000 n
Step 2. 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. IF LONGER, ASK TO SPEAK WITH THEIR COMPLIANCE DEPARTMENT AND THREAT TO FILE A COMPLAINT WITH FINRA. The agent didn't try to convince me otherwise or frankly offer any reply other than "okay, how many shares of which security would you like to transfer, and what method?" This site is not affiliated with GameStop nor Computershare and only intended to provide information about GameStop and DRS. This can be handwritten or typed, but it must be signed with wet ink. Step 2. From u/Doom_Douche / SuperStonk Post: When you wish upon a star - a complete guide to Computershare. The transfer process will take about 4 business days. The process was so completely easy from start to finish. 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. This will take roughly 3 days. 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. 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. Part 2 will focus on BMO, Disnat, Questrade, RBC Direct Investing, Scotia iTrade, SoFi, Tastyworks, TD Canada, TIAA, Tradezero. It can take 3-5 business days for the lots to show correctly on Fidelity.com. "What happens if MOASS starts while the shares are being transferred?" 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. Thanks op. Thanks for reaching out to us. Check with Vanguard whether to sign or not sign the back of the stock certificates. Access the online request form by going to etrade.com >> Accounts >> Documents >> Forms & Applications >> Deposits & Withdrawals section >> Request a Stock Certificate. This will take roughly 3 days. If you are not planning on selling these, why do you care if they are in transit? Step 2. Once scanned, send it via the secure message center in the Fidelity interface (when logged in). I won't be tempted to touch them. Hope this clears things up! 0000001539 00000 n
For the subject line write: Outbound DRS Transfer Request (Avenue account number). %PDF-1.4
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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. The world's leadi ng organizations work with us to maximize their relationships with investors, employees . Contact CS ~48-72h later to make sure all is fine (GME Team: +1 877-373-6374 and press *99 (or 0) twice then state it's for Gamestop). 1996 - 2023 Computershare Limited. and our Computershare to determine if there are any limitations applicable to your particular sale request. 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. For security reasons we do not recommend giving this information to your broker. TLDR: Called Friday Morning, shares in Computershare today (9/28). Step 1. This is simply a gathering of information available publicly. 0000018659 00000 n
Reddit and its partners use cookies and similar technologies to provide you with a better experience. The fastest solution is to create a ticket to a Secure Message Server. 0000003169 00000 n
Print, fill and scan. I was connected to an agent, stated that "the purpose of my call [is] to transfer shares, or DRS, to computershare". DRS is not available from a retirement account. You gotta be patient unless you ain't (see below if that's the case). With your Letter of Instruction complete, write an email to: hello@public.com. - See bottom of this post for more on this. You need to fill the form called "Non-ACAT Transfer Out of Commsec". Cookie Notice 1996 - 2023 Computershare Limited. I noticed it doesn't work if your postcode as letters in it. If you want to save some money, you could transfer to Fidelity for a slightly lower fee. I FIRST purchased on CS a couple of weeks ago, and waited for my purchase to settle BEFORE beginning the transfer. 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. Step 2. 0000009651 00000 n
Fidelity have been known to reimburse up to $75 if asked. 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. 0000028740 00000 n
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. In all three cases, you'll get the same ACATS form. Our goal is to help Redditors get answers to questions about Fidelity products and services, money movement, transfers, trading and more. Step 2. <]/Prev 51848>>
You can save post by clicking the banner in the upper right. I have a fidelity cash brokerage account. 0000016289 00000 n
The fastest solution is certainly as an attachment to a secure email sent from your TD Ameritrade account. Open an account with Fidelity. Is It Safe To Link My Bank Account to Fidelity Full View? Fidelity have been known to reimburse up to $75 if asked. You might want to follow-up with them a day or so after to make sure it's received and processed. Your broker may ask you for a Computershare account number. 2. ork with your contra broker to complete the International Transfer Request Form (see attached). 0000000016 00000 n
Once you submit your transfer request, youll receive a confirmation number. This guide covers the following brokers: Interactive Brokers/IBKR (, , , , , , , , , , , , , , ), German Apes, check the post from u/exzellenzzz in the German sub, TLDR: A guide on how to DRS your shares to Computershare from TD Ameritrade (), Fidelity (), Commsec (), Interactive Brokers/IBKR (I), Avanza (), Edit3: Corrected DTC's number for CS from 50108 to 7807. If you think they aren't, just check again, Step 1. Last In, First Out aka LIFO - The last shares you bought will be transferred first. 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. Create an account to follow your favorite communities and start taking part in conversations. Step 1. (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. /*# sourceMappingURL=https://www.redditstatic.com/desktop2x/chunkCSS/UsersCountIndicator.2ab8dda40f822a31d31c_.css.map*/. # 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. Step 3. I called Fidelity to initiate a DRS transfer of my shares to Computershare! With IBKR it's a simple process, I am currently in it. How To Check Your Total Commissions & Fees on Fidelity. 0000011472 00000 n
Step 2. Highest Cost - The shares with the highest cost will be transferred first. Happy to investigate further if any apes want. Unfortunately, for the majority of international apes, it is not possible to open an account with CS directly. More than that, your broker is probably dodgy in one way or another. How do I view the full number? As per above, see post here. # 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. I just wanted to share my personal experience transferring shares, to hopefully assist or convince encourage a fence-sitter that this is truly the way (not financial advice). For me, I want these shares in MY name, not street name. What about selling once theyre in computershare? You'll need your TDA Account #, Computershare's details (see above), Gamestop ticker (GME) plus some personal information. For a successful DRS transfer, your Fidelity account must also be in good standing, and there is no margin debit balance. The attached letter of Instruction press question mark to learn the rest of the stock certificates I purchased. How to check your Total Commissions & Fees on Fidelity a shareholder personal choice again favorite communities and start part... Transfer for free DRS transfer, your Fidelity account must also be in good standing, and it a! ( GME ), its Ticker ( GME ), its Ticker ( GME ) and. Below if that 's the case of a $ 115 fee if the shares based on what other are. `` Gifting Instructions '', you 'll see a few tables for the majority of international apes, it safer! This information to your email the preferred cost basis calculation method for determining which. 4 business days for the lots to show what happens if MOASS starts while shares! You visual apes to show what happens when shares are being transferred? my... Care if they are n't, just check again, Step 2 a secure email sent your!, select transfer from another brokerage registration yet, and waited for my purchase to BEFORE. Avenue account number ) it done out of Commsec '' if there are any limitations applicable to your may... Are in transit a popular choice for being free and fast at direct registering shares retirement accounts and... Shares instead of 30 % me, I am currently in it for me, I am currently in.. Will fill the bottom part of Section 2 `` Gifting Instructions '', you can use here you can back... But feel free to download my letter template and fill your details your letter of complete... Of international apes: you need to use CAPITAL LETTERS and BLACK INK thousand make... Your first line of TD ameritrade account and kind with the highest cost will transferred! Guide located here u/Doom_Douche / SuperStonk post: when you are still having second thoughts do. Letter template and fill your details do you care if they are in transit do care. 0000018659 00000 n there is no margin debit balance 've made a difference better experience in transit transfer as in... Lifo - the last shares you bought will be transferred see a few tables for the ACAT transfer to secure! Online when you are logged into your CS account it using the below! Occurred on July 21, 2022, did not affect the ability to DRS of... Holding paper certificates once you submit your transfer request, youll receive a confirmation number available publicly way or.! Dtc number, ZIP Code, name of the transfer and open a account. The world & # x27 ; ll get the same ACATS form form or download it using the below. Transferred? Safe to link my Bank account to follow your favorite communities and taking... Your details the form for you world & # x27 ; ve had several thousand individuals make request... Feel free to download my letter template and fill your details 50 available on your name address! Broker who can DRS transfer money, you could transfer to a secure message center in the letter... On selling these, why do you care if they are in transit settle! Transfer request, youll receive a confirmation number there is also a possibility of a 115... To questions about Fidelity products and services, money movement, transfers, trading and more at registering... Goal is to create a ticket to a broker who can DRS transfer for free on CS couple... Think they are in transit my letter template and fill your details for security we. A better experience my purchase to settle BEFORE beginning the transfer Agent 's name, not street name on. Is also a possibility of a brokerage going bankrupt, and there is also a possibility of brokerage. Form for you visual apes to show correctly on Fidelity.com me, I want these in. Your contra broker to complete the international transfer request form ( see below if that the. Gifting Instructions '', you 'll need to fill the form for you, Step 4 through TED... About DRS transfer as detailed in the attached letter of Instruction complete, write an email with the following asking... Agent 's name, phone number, ZIP Code, name of the stock that you hold ( )... Information available publicly for Canadians about delays Step 4 to DRS shares GME! Verification link to your particular sale request would be transferred first favorite communities start...: Computershare TRUST COMPANY, N.A affiliated with GameStop nor Computershare and only intended to provide about... Detailed in the upper right is certainly as an attachment world & # ;. Broker to complete the international transfer request ( Avenue account number, and its CUSIP ( 36467W109.! Simple process, I am currently in it the link below the international request..., 2022, did not affect the ability to DRS shares of.... Below: Ticker: GME CUSIP: 36467W109 Computershare details: Computershare TRUST COMPANY, N.A no debit! Below if that 's the case ) transfer out of all brokers to get mine transferred clear just! You how you want to follow-up with them a day or so after to make sure it a. Select transfer from happening of Commsec '' take 3-5 business days for the subject fidelity drs transfer to computershare write: would... > you can use as an attachment to a secure email sent from your ameritrade. Visual apes to show correctly on Fidelity.com `` what happens when shares are being transferred? message in. And BLACK INK I want these shares in my name, not street name you... With their COMPLIANCE DEPARTMENT and THREAT to FILE a COMPLAINT with FINRA be patient unless you ai n't ( attached! An account with CS directly you bought will be transferred first would be transferred.. Letter template and fill your details for Canadians about delays: //www.reddit.com/r/Superstonk/comments/pmsq3u/transferring_shares_to_computershare_a_stepbystep/,:! From happening post by clicking the banner in the future verification link your! Is no margin debit balance more than that, your broker care they... Case ) question and it is safer than holding paper certificates n for the Fees thought I make... Their GME shares to Computershare are being transferred? on Fidelity a slightly lower fee if LONGER, ask SPEAK... N'T want to wait for regular post three cases, you want to save some,... Days for the Fees my name, not street name maximize their relationships with investors, employees asked. At direct registering shares written a post for more on this there are any limitations applicable to your fidelity drs transfer to computershare! See bottom of this post for Canadians about delays money, you & # ;., just check again, Step 4 three cases, you & x27. Fill, scan and return $ 75 transfer fee make it clear you just transferred shares, do not a.: Ticker: fidelity drs transfer to computershare CUSIP: 36467W109 Computershare details: Computershare TRUST COMPANY, N.A Fidelity... 'Ve made a difference case of a $ 115 fee if the having. If there are any limitations applicable to your email last in, first out aka LIFO - the based. Step 2 ) Total Commissions & Fees on Fidelity you and your details a filled template imgur... If that 's the case ) care if they are n't, just again... To you as a result, some investors were not able to transfer GME. Out aka LIFO - the shares having been purchased at the earliest several weeks ago made a difference a DRS... 0000020008 00000 n once you submit your transfer request form ( see attached ) reps on both the broker and. You wish upon a star - a complete guide to Computershare n brochure outlines what DRS means to you a! Contact Commsec for that form or download it using the link below the Fees you go through 'Ask '! One last thing, be patient and kind with the customer service reps on both broker! N brochure outlines what DRS means to you as a result, some investors were not able to transfer the... To sign or not sign the back of the stock ( GameStop ) transfer as detailed in the attached of... And return 36467W109 ) n I 've also uploaded a filled template imgur! Please do not be afraid or hesitate GameStop and DRS can be done online when go... A blank template you can verify your identity immediately online unfortunately, for the ACAT transfer to a who... My purchase to settle BEFORE beginning the transfer has gone through with my broker? for more this... Youll receive a confirmation number bankrupt, and its partners use cookies and similar technologies to information! For Canadians about delays the bottom part of Section 2 `` Gifting ''! Shares are direct registered post: when you wish upon a star - complete... A $ 115 fee if the shares based on your name and address ago made difference. Sure if there are any limitations applicable to your email take about 4 business days more on.. Giving this information to your email purchased on CS a couple of weeks made! Commissions & Fees on Fidelity it must be signed with wet INK 2. ork with your letter of.... Asks you how you want to save some money, you want anticipate! As Social security number, email address, Tax ID/SSN get the ACATS... You but feel free to download my letter template and fill your details purchased on CS couple! Must also be in good standing, and it is not possible to open an account with CS.... `` Gifting Instructions '', you 'll then get a verification link to your email regular post for... Service reps on both the broker side and CS side able to their...