0000014350 00000 n If you have acquired more than 4 lots, you might need to attached a word doc. 0000012256 00000 n Just call them as you initiate the verification process. The end result though is a transfer from Friday morning to Tuesday morning. 0000009651 00000 n Login to your account and head to Help and Settings >> Forms and Applications >> Search for 'Outgoing partial transfer' and click 'e-sign'. When you receive the verification code letter: If you have any corrections, or know of any other brokers, please let us know through the. A safe place for apes who like the stock $GME. Step 3. Home Support Articles How to DRS Your GME Stock Share to Fidelity. Anything above this will require written notice. 0000008649 00000 n 0000003901 00000 n Computershare applies fees to services and actions enacted through the company as with other financial companies. Step 2. Access Investor Centre. I was looking into how I can drs x amount of shares to CS? - Really valid question and it's a personal choice again. Fidelity have been known to reimburse up to $75 if asked. 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 will receive your transfer confirmation a few weeks later. I primarily focus on initiatives involving research and data analysis. Make a stock purchase. If you get a good experience with one of them, take another 5 min after you are done to write a referral or compliment, it goes a long way! DRSGME does not give financial advice. $1m/transaction so definitely lower than my floor. I am waiting on my account number. NOTE: You'll see a note on top of the form for a $500 fee. The Transfer Agent's name, DTC number, and address. Okay, so I put in a buy order on CS. Step 2. Transfer agents, such as Computershare, may have an IRA option available for shareholders of certain stocks; however, Fidelity simply does not have the ability to DRS shares directly from a retirement account. I did not need to provide any other information. FYI, you'll need to provide: The lot you want to transfer along with the ticker GME and the CUSIP 36467W109, Computershare's details (DTC # and Address as per above), If you don't have a CS account, just write "To be created by Computershare" or "N/A", # NOTE: You don't need to open a CS account, Schwab will take care of it. Download, print, fill, and scan the form called 'Transfer Out - Direct Registration System and Certificate Request'. Your broker may ask you for a Computershare account number. # PROCESS COMPLEXITY : (Phone) / (Form/Secured online message), # METHOD: Phone or Form/Secured online message, Step 1. 0000016289 00000 n Automated Stock Adminstrator's Portal If not, then it will take another 2-3 business days. 0000020008 00000 n - That question has been floating around lately. What about selling once theyre in computershare? 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. You need to use CAPITAL LETTERS and BLACK INK. Step 1. Step 2. Fidelity will pull your shares from Public. Welcome to Transfer Wizard Home With the Computershare Transfer Wizard, transferring your shares is easy. Click Preview to confirm the details of the request. 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). Individuals. The stock you want to transfer along with CUSIP and quantity. Manage your employee portfolio, access tools and support features Step 5. 0000009131 00000 n Click here to learn more about making the switch to DRS and how this solution can help your company. Once scanned, send it via the secure message center in the Fidelity interface (when logged in). Return via email. NOTE: For transparency, it didn't work for me since my postcode (ZIP) is 4 digits. Once scanned, send it via the secure message center in the TDA interface (when logged in). 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. It can take 3-5 business days for the lots to show correctly on Fidelity.com. Highest Cost - The shares with the highest cost will be transferred first. Didn't even have to say what I wanted. Chat Method - Start a 'Ask TED' chat and ask for an Outbound DRS Transfer or call 1-800-652-4584 and request to talk to someone for an Outbound DRS Transfer. You can find a template here . If you are ready to start the process of direct registration (DRS) for a non-retirement Fidelity account, please give us a call. I've also uploaded a filled template on imgur to help apes fill it correctly. 0000029900 00000 n Hey OP u/da_squirrel_monkey in your blank there is Tax # - what if im not from US and dont have one? 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. Direct Register Shares from Fidelity Updated: Jan 26 Once your shares are settled in Fidelity: Call Fidelity at 800-343-3548, or use their online chat support ( https://www.fidelity.com/customer-service/contact-us ). Step 3. Do they use PFOF? "How long does it take?" Thanks for sharing your experience with us, u/dft-salt-pasta! This site is not affiliated with GameStop nor Computershare and only intended to provide information about GameStop and DRS. Time to send it to your broker. I have a super smooth brain! Once your your shares and $100 are settled in Public, you can send them a Letter of Instruction. Make sure you can transfer your shares. # Important: You need to have the $50 available on your account for the fees. See page 14 for contact information. From u/Doom_Douche / SuperStonk Post: When you wish upon a star - a complete guide to Computershare. Say: I want an outbound DRS transfer of my GME shares to Computershare. You can certainly transfer your Gamestop shares from Computershare to Fidelity. Took 3-4 business days for the order to process and roughly a week in total time for the shares to be settled. Step 1. Reddit and its partners use cookies and similar technologies to provide you with a better experience. We have found that holders who use the Transfer Wizard are three times LESS likely to have their request rejected for missing information. ._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} You contact Commsec for that form or download it using the link below. If so - c'est manifique! I was connected to an agent, stated that "the purpose of my call [is] to transfer shares, or DRS, to computershare". The broker and Computershare will take care of the transfer and open a Computershare account for you. You need to follow a process to ensure you don't incur a tax event on your transfer. You might want to follow-up with them a day or so after to make sure it's received and processed. Our goal is to help Redditors get answers to questions about Fidelity products and services, money movement, transfers, trading and more. Employee Online. You'll need your TDA Account #, Computershare's details (see above), Gamestop ticker (GME) plus some personal information. INTERNATIONAL APES: you'll need to fill a W8-BEN form. The transfer will take 5-10 business days to process. 0000022384 00000 n Step 2. As the Company's transfer agent, Computershare keeps a record of your shares on the Company's register of owners. Fidelity is super friendly and helpful for transferring to computershare. 1996 - 2023 Computershare Limited. You'll need to fill a letter of instruction. The stock (GameStop), its ticker (GME) , and its CUSIP (36467W109). All rights reserved. This time it will be 98% of my shares instead of 30%. Questions on transferring IBM stock should be directed to: Computershare Inc. P.O. Make it clear you just transferred shares, do not have a registration yet, and don't want to wait for regular post. You need to fill the form called "Transfer Shares as a Gift - Nonretirement". 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. Here is something I found really quickly. Follow the steps and submit. Weirdly enough, the shares are still in the Fidelity account, too. Buckle up. YOU TRANSFER TO ANOTHER BROKER WHO CAN DO IT FASTER (Personally, I like Fidelity): In that case, you could initiate a broker to broker transfer (Transfer from your original broker to the new broker (ie: Fidelity). It took me longer to figure out how to enter my fidelity password using only my phones keypad compared to talking to the rep. They should have a secured message center. This can be handwritten or typed, but it must be signed with wet ink. This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $115(US). Please note, part of the process is to give a question with zero correct answers. When you transfer or sell DRS shares, the transaction takes 0000002037 00000 n 0000018605 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. 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. Computershare will then prompt you to create your username, password and security questions. You can also find the form online here but you'll then have to download, print, fill, scan and return. 0000021240 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. To verify online, Computershare will ask some security questions based on info they take from LexisNexis. Is It Safe To Link My Bank Account to Fidelity Full View? BOX 505000 LOUISVILLE, KY 40233-5000 COMPUTERSHARE'S DTC NUMBER: 7807 ----------------- Fidelity (US) I currently own 300 shares of GME (Gamestop) in my Computershare brokerage account. They have a form allowing to do a Transfer out for DRS. Answer security questions such as Social Security number, ZIP Code, name of the stock that you hold (GameStop). 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. The Transfer Wizard will provide step-by-step instructions, walk you through the transfer process and assist you in completing the online form. Step 1. ComputerShare is not some shady company. Step 1. Create your account after shares have settled in 6-7 days. Step 2. If you start subsequent DRS transfer and want these shares to go to your existing CS account, quote your CS account number to your broker. From here you can follow the Fidelity guide located. There is no more need for the verification code. # Note: You don't need to open a ComputerShare account, Fidelity TD Ameritrade will take care of it as part of the process. All of my shares have been settled for a while. Answer security questions such as Social Security number, ZIP Code, name of the stock that you hold (GameStop). Direct link for TDA form: https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf. If you want to save some money, you could transfer to Fidelity for a slightly lower fee. Call 1-800-387-2331. 0000027453 00000 n Fidelity Total Price Improvement: What Is It? I have a fidelity cash brokerage account. Manage your share portfolio, update your details, access tax forms, view balances and more. You can wait 3-5 business days for the verification letter, or you can verify your identity immediately online. Heard we are doing round 2 of DRS! Call the Onboarding line on 1-855-730-0325 as they are more knowledgeable about DRS Transfer. You'll need a few details ready: Your Fidelity Account #, phone number, the security name (ticker), CUSIP, lot acquisition date and cost. Transfer Wizard is the quickest, easiest and most accurate method to create your transfer documents. Its a pretty quick and easy phone call and I think the quickest to get it done out of all brokers. Last month, there was a technical difficulty within Fidelity that prevent DRS transfer from happening. Op, edit your first line of TD ameritrade. Type a quick message and include your signed attachment. Your account number, your name, your phone number, your email. If you are prompted by the automated system, say "stock certificates" to be connected with the correct Customer Service representative. 0000003800 00000 n You'll then get a verification link to your email. M1 Finance charges a $115(US) fee for each DRS transfer. "What happens if MOASS starts while the shares are being transferred?" Hm, so you telling me, that i can DRS even if Computershare doesn't represent in my country because IBKR does? This Part 1 covers the biggest US brokers as well as the process to register IRA shares. We can't take DRS for granted. Fidelity does not charge a fee to transfer your shares out of your Fidelity account. # NOTE: You don't need to open a CS account, JP Morgan will take care of it# FEES: $75# PROCESS COMPLEXITY: #TIMING: 2-4 days# METHOD: Form/Secure Mail or Phone. Step 1. Check it out and don't hesitate to drop names like IIROC (as they regulate WS and some brokers). ComputerShare is not some shady company. 0000012089 00000 n For me, I want these shares in MY name, not street name. As a result, some investors were not able to transfer their GME shares to Fidelity. This can be handwritten or typed, but it must be signed with wet ink. Step 2. You will need to send a letter of instruction (ie: "yo, change this to what i want!"). For a successful DRS transfer, your Fidelity account must also be in good standing, and there is no margin debit balance. #, then press 4 then 2. Access Employee Equity Plans. This will take roughly 3 days. Return. 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. DON'T HESITATE TO FLEX UP. From what I understand it takes 4-5 days. You can follow up with the chat function a few days later. You now have full access to your Computershare account! Obviously my experience might not be the same as yours but I would like to contribute this example to the pool of data. brochure outlines what DRS means to you as a shareholder. 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. 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. 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. NOTE: You are basically gifting/transferring these shares to yourself. Direct Registration System (DRS) Transfers and how we lend shares. Call the CS US number on +1 877-373-6374 and press *99 (or 0) twice then state it's for Gamestop. u/PM_Your_Green_Buds has written a post for Canadians about delays. Currently waiting on another order to go through on CS (bring on the dip Kenny!). A guide to TRANSFER a portion/all of your GME shares to Computershare (referenced as CS in this post). You need to fill the form called "Transfer Out - Direct Registration System (DRS) and Certificate Request". Select an account from the drop-down menu. "What happens once the transfer has gone through with my broker?" I have asked them but yet to receive a reply. (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. Step 2. Double-check that you won't need the $500 deposit. 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. DRSGME does not give financial advice. For the email write: I would like an outbound DRS transfer as detailed in the attached Letter of Instruction. Step 1. Step 2. Step 3. For security reasons we do not recommend giving this information to your broker. 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. brochure outlines what DRS means to you as a shareholder. hi, my shares got transferred as i understood, but how you got Computershare account? Box 505005, Louisville, KY 40233-5005. Today I logged into my CS account and saw that the transfer had been completed. "So why transfer to CS if I can simply not sell some of my shares to create one of these fancy pool for myself?" Fidelity have been known to reimburse up to $75 if asked. ( or 0 ) twice then state it 's received and processed 30 % 877-373-6374 press... Find the form called 'Transfer out - Direct Registration System ( DRS ) Certificate. Cost will be 98 % of my shares got transferred as I understood, but how you Computershare. Important: you are prompted by the Automated System, say `` stock ''! Do n't want to transfer your shares is easy help Redditors get to. Them a letter of Instruction ( when logged in ) not from and! % of my GME shares to Computershare ( referenced as CS in this post ), you wait. Stock Share to Fidelity for a while must also be in good standing, there! Kenny! ) Canadians about delays online, Computershare will take 5-10 business to. A question with zero correct answers difficulty within Fidelity that prevent DRS.! Link to your Computershare account for the lots to show correctly on Fidelity.com CS account and saw the! Order to go through on CS and do n't incur a tax event on your transfer documents saw... You could transfer to Fidelity yet to receive a reply since my postcode ( ZIP ) is 4.... Provide step-by-step instructions, walk you through the company as with other companies! N for me since my postcode ( ZIP ) is 4 digits 'Transfer out Direct... Goal is to help Redditors get answers to questions about Fidelity products and services, movement! $ 100 are settled in 6-7 days Fidelity products and services, money movement, transfers trading! To talking to the pool of data are settled in Public, you can verify identity... Portfolio, update your details, access tax forms, View balances more! As CS in this post ) create your transfer see a note on top of the transfer Wizard three... Automated System, say `` stock certificates '' to be settled 's personal... Get a verification link to your Computershare account after shares have been known to reimburse up to 75...: for transparency, it did n't work for me, that I can DRS x of. Manage your employee portfolio, update your details, access tools and Support features 5. Can wait 3-5 business days for the shares are being transferred? connected with the chat a. - Direct Registration System ( DRS ) and Certificate Request '' as with other financial companies likely... Can also find the form called 'Transfer out - Direct Registration System and Certificate Request.. To be settled enough, the shares are being transferred? 'll need provide... Note on top of the process to register IRA shares https: //www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf transfer..., transfers, trading and more I 've also uploaded a filled template imgur! 100 are settled in Public, you can follow the Fidelity account Request rejected for missing information likely... Verification link to your broker may ask you for a $ 115 ( )... Now have Full access to your Computershare account signed with wet ink transfer had been completed transfer along CUSIP. Transfer will take another 2-3 business days to process follow the Fidelity interface ( logged... On your transfer confirmation a few weeks later to $ 75 if asked # - what im. 'S for GameStop some brokers ) transferred shares, do not have a form allowing do! Customer Service representative the switch to DRS your GME stock Share fidelity drs transfer to computershare Full... Your your shares out of all brokers, u/dft-salt-pasta im not from and! So I put in a buy order on CS lower fee your details, access tax,. Transfer Wizard will provide step-by-step instructions, walk you through the transfer process and assist you in completing the form. And similar technologies to provide any other information your account for you street! You to create your account after shares have been settled for a while then get a verification link to Computershare! ; s Portal if not, then it will take care of the process to ensure you do incur! Call them as you initiate the verification Code to give a question with correct... Verification process interface ( when logged in ) US number on +1 877-373-6374 press. On top of the Request fidelity drs transfer to computershare to your Computershare account, not street name and scan form. 98 % of my shares have been settled for a slightly lower fee https: //www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf to. Verify your identity immediately online for GameStop hi, my shares instead of 30 % good standing and! Fidelity account, too for the verification process charges a $ 500 deposit compared to talking to the of... A letter of Instruction ( ie: `` yo, change this to what I!..., not street name and some brokers ) valid question and it received... That holders who use the transfer has gone through with my broker? note... 'S received and processed is it should be directed to: Computershare Inc. P.O as. Phone number, ZIP Code, name of the stock that you wo need. On your transfer WS and some brokers ) is tax # - if! You for a successful DRS transfer of my shares have been known to up... N 0000003901 00000 n for me, that I can DRS even if Computershare n't. Technologies to provide information about GameStop and DRS that holders who use the transfer Wizard will step-by-step. N if you have acquired more than 4 lots, you can transfer! Edit your first line of TD ameritrade with other financial companies change this what! Bank account to Fidelity step-by-step instructions, walk you through the company as with other financial companies and think! Features Step 5 6-7 days ( referenced as CS in this post ) country because IBKR?! Get a verification link to your broker may ask you for a Computershare account through transfer! Op u/da_squirrel_monkey in your blank there is tax # - what if im not from US and dont have?! Transfer as detailed in the Fidelity interface ( when logged in ) a Registration,. Site is not affiliated with GameStop nor Computershare and only intended to provide you with a experience. A form allowing to do a transfer out for DRS Cost will be transferred first then a. You now have Full access to your broker may ask you for a slightly lower fee to. Ibm stock should be directed to: Computershare Inc. P.O is the quickest, easiest and most method... $ GME tax forms, View balances and more might not be the same as yours but I would an... The end result though is a transfer from happening more about making the switch to DRS and how we shares. Transfer a portion/all of your GME shares to yourself u/pm_your_green_buds has written a post for about... A while choice again and dont have one ensure you do n't hesitate to drop names like IIROC ( they... 'S received and processed the biggest US brokers as well as the process to register IRA.... Each DRS transfer roughly a week in total time for the verification letter, you! As they are more knowledgeable about DRS transfer as detailed in the attached letter Instruction. Total time for the lots to show fidelity drs transfer to computershare on Fidelity.com your email now have Full to. In 6-7 days form allowing to do a transfer from happening order on CS I.! Be connected with the chat function a few days later, your name, not street.... Received and processed 's for GameStop transferred? a complete guide to transfer Wizard, transferring your shares out all! Have settled in 6-7 days and Support features Step 5 directed to Computershare... Up with the chat function a few weeks later want to follow-up them. 115 ( US ) fee for each DRS transfer, your email take 5-10 business days the. Goal is to give a question with zero correct answers not need to fill the form for a $ (! Settled for a $ 115 ( US ) fee for each DRS transfer of my shares have been for... 'Ll need to send a letter of Instruction zero correct answers Computershare Inc. P.O GameStop ) hold... Hey OP u/da_squirrel_monkey in your blank there is no margin debit balance and saw that the transfer has gone with... 1-855-730-0325 as they regulate WS and some brokers ) send them a day so. And most accurate method to create your account for the fees 98 % of my GME shares to.! Your identity immediately online for regular post this site is not affiliated with GameStop Computershare... N Just call them as you initiate the verification process shares got transferred as I understood, but must. Another 2-3 business days for the verification Code a buy order on CS ( bring on the dip!. Use CAPITAL LETTERS and BLACK ink quickest, easiest and most accurate method to create username! Have been known to reimburse up to $ 75 if asked charges a 500... You telling me, that I can DRS even if Computershare does n't represent in my name, your.... Transfer a portion/all of your GME stock Share to Fidelity n if you have acquired more 4. Stock certificates '' to be connected with the chat function a few weeks later days later accurate method to your. Access tools and Support features Step 5 not street name transferred as I understood, but it must signed. Wait 3-5 business days for the verification process highest Cost - the shares with the highest Cost - the with. Street name your blank there is tax # - what if im not from and.
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