Step 1. Your shares are held in book-entry form. 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). Step 3. In most scenarios, you'll be able to transfer vested shares, which are shares that are secured in your possession. 0000016289 00000 n Computershare will then prompt you to create your username, password and security questions. 0000028985 00000 n Once scanned, send it via the secure message center in the Fidelity interface (when logged in). When you go through 'Ask TED', the agent will fill the form for you, Step 2. 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. 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. How To Check Your Total Commissions & Fees on Fidelity. The broker and Computershare will take care of the transfer and open a Computershare account for you. However, only whole shares will transfer. SoFi charges a $115 fee to DRS transfer to Computershare. At that point, they should be able to pull the right form and help you out. I stated the quantity of GME, and LIFO (Last In, First Out). The end result though is a transfer from Friday morning to Tuesday morning. %%EOF You'll need your Fidelity Account #, Computershare's details (Address and DTC #, see above), Gamestop ticker (GME) and CUSIP 36467W109 plus some personal information. Welcome to Transfer Wizard Home With the Computershare Transfer Wizard, transferring your shares is easy. If your name and address match exactly, then the transfer will process within the normal amount of time. Automated Stock Adminstrator's Portal To verify online, Computershare will ask some security questions based on info they take from LexisNexis. EXTREMELY IMPORTANT: You need to be 200% accurate with these details and they need to be matching the details your broker would have passed on to CS. # Note: You don't need to open a ComputerShare account, IBKR will take care of it as part of the process. Then Confirm to submit the request. Contact your contra br oker and indicate to them that you hold shares in a Fidelity Stock Plan Account that you would like to transfer to your account with this contra broker. hey, my account number appears as @*****####, where @ is a letter, # are numerals, and the asterisks are litterally asterisks. Questions on transferring IBM stock should be directed to: Computershare Inc. P.O. A place for theoretical discussions about business and stocks - specifically GameStop Stock ($GME). 0000022736 00000 n The transfer process is quite simple. 9 0 obj <> endobj It's best to contact your employer or reach out to the institution holding your funds to determine how many units can be transferred. This is incorrect. brochure outlines what DRS means to you as a shareholder. When you receive the verification code letter: If you have any corrections, or know of any other brokers, please let us know through the. From here you can follow the Fidelity guide located here. <]/Prev 51848>> Computershare, along with Wells Fargo Shareowner Services, Broadridge Financial, and Amstock are all popular stock transfer agents. For now, I'm waiting for more verifications. 0000026132 00000 n I called Fidelity to initiate a DRS transfer of my shares to Computershare! 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. Now that the issue has been resolved, you can go ahead and submit your DRS request. If you bought all your shares all at once, you probably just need to fill one table. 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. Then you can enter the verification code. This can be done online when you are logged into your CS account. They are the designated transfer agent for 37.4% of the market. Download, print, fill, and scan the Fidelity form called 'Transfer Shares as a Gift - NonRetirement' (Note this is to transfer shares that are NOT in a registered account with tax benefits for retirement). Direct Registration System (DRS) Transfers and how we lend shares. 0000027453 00000 n Answer security questions such as Social Security number, ZIP Code, name of the stock that you hold (GameStop). 1996 - 2023 Computershare Limited. I did this process and was told by fidelity they require an account number so I have to do it all over again. So read the questions carefully. As the Company's transfer agent, Computershare keeps a record of your shares on the Company's register of owners. Step 1. I've made a blank template you can use here you can use as an attachment. # 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. Up to you but feel free to download my letter template and fill your details. 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. Step 1. I am waiting on my account number. Put a statement agreeing to the fees, (eg. ._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} 0000011472 00000 n Fidelity New Trading Dashboard Is Now Available, Fidelity Private Client Program Benefits & Requirements, Fidelity (149009) Were Sorry, but Your Account Isnt Eligible. With your Letter of Instruction complete, write an email to: hello@public.com. This is simply a gathering of information available publicly. /*# sourceMappingURL=https://www.redditstatic.com/desktop2x/chunkCSS/UsersCountIndicator.2ab8dda40f822a31d31c_.css.map*/. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. 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! The transfer process will take about 4 business days. When it asks you how you want to fund your account, select transfer from another brokerage. 0000023128 00000 n Open an account with Fidelity. # Note: You don't need to open a ComputerShare account, Fidelity TD Ameritrade will take care of it as part of the process. Saxo trader (AUS, could be international). Press question mark to learn the rest of the keyboard shortcuts. Send an email with the following details asking for an outbound - DRS Transfer. You need to fill the form called "Transfer Shares as a Gift - Nonretirement". Just head to 'Contact us' and click on 'Secure Mail'. For the email write: I would like an outbound DRS transfer as detailed in the attached Letter of Instruction. Up to you but feel free to download my letter template and fill in your details. 0000018605 00000 n You now have full access to your Computershare account! Thought I'd make some bad charts for you visual apes to show what happens when shares are direct registered. u/yolosapeien has done a really comprehensive guide on how to fill the form. Step 1. The last ones? You've got this! Manage your employee portfolio, access tools and support features 1. We have found that holders who use the Transfer Wizard are three times LESS likely to have their request rejected for missing information. Press J to jump to the feed. Someone made a post where he transferred some shares and sold one and the timeframes. As a result, a second account may be created for you. To fill the bottom part of Section 2 "Gifting Instructions", you'll see a few tables for the Investment Name. Select an account from the drop-down menu. The fastest solution is to create a ticket to a Secure Message Server. From here you can follow the Fidelity guide located. 0000004245 00000 n Transfer Shares as a Gift - NonRetirement', Transfer Out - Direct Registration System and Certificate Request', Reregister Securities with Transfer agent. Head to Secure Mail to return the form. As a result, a second account may be created for you. Say: I want an outbound DRS transfer of my GME shares to Computershare. 0000014350 00000 n 0 Press J to jump to the feed. 0000001840 00000 n Public charges a $100(US) fee for each DRS transfer. 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 1. You can wait 3-5 business days for the verification letter, or you can verify your identity immediately online. Do they use PFOF? This will take roughly 3 days. How many shares?" Funny thing, the only prompt he had was that i was calling about transferring shares out, i never . Step 1. 0000029697 00000 n Said they've had several thousand individuals make this request. DTC# 7807. Just make sure the name on the account match. # 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. 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. BOX 505000 LOUISVILLE, KY 40233-5000 COMPUTERSHARE'S DTC NUMBER: 7807 ----------------- Fidelity (US) Computershare is a leader in the financial world, offering items like employee equity plans, stakeholder communications, and diversified financial and economic governance service options. There is also a possibility of a $115 fee if the transfer is rejected. 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. You can also find the form online here but you'll then have to download, print, fill, scan and return. Your broker will transfer the shares based on your name and address. Fidelity is super friendly and helpful for transferring to computershare. If you don't have a CS account, that's ok, they should be able to proceed. Download, print, fill, scan and return. 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. NOTE: You are basically gifting/transferring these shares to yourself. Step 3. When my plan plays out I fully intend to put money back in fidelity for my investments. Step 1. Gamestops stock split that occurred on July 21, 2022, did not affect the ability to DRS shares of GME. trailer Form is available on the Fidelity website here, Step 4. 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. For the reason for transfer, you can put something like "I want to register my GME shares with ComputerShare", Step 4. 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. You'd like Express Post ($35 for US / $45 for international). Step 2. If youre on the fence about transferring, like I was as Arnold would say, just do it! Simply return your forms (and. ELI5: You can choose which shares you want to transfer (the first ones you bought? Step 3. 0000022384 00000 n Step 1. 2. ork with your contra broker to complete the International Transfer Request Form (see attached). 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. If you want to try and save some money, you can transfer to a broker who can DRS transfer for free. For security reasons we do not recommend giving this information to your broker. NOTE: You can also request Express to receive that special code. KEEP THE FOLLOWING IN MIND: AS PER FINRA RULE 11870, YOUR BROKER HAS 3 DAYS TO DO A TRANSFER TO ANOTHER BROKER (NOT DRS). 4 minutes. Your shares are held in book-entry form. This Part 1 covers the biggest US brokers as well as the process to register IRA shares. With IBKR it's a simple process, I am currently in it. 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. Computershare Trust Company, N.A., P.O. This can be handwritten or typed, but it must be signed with wet ink. "What happens to my shares once they are 'transferred' to CS?" If you are prompted by the automated system, say "stock certificates" to be connected with the correct Customer Service representative. Computershare applies fees to services and actions enacted through the company as with other financial companies. Didn't even have to say what I wanted. Transferring an IRA to CS is possible. "Computershare has a shitty ceiling on max sell?" Mais oui! Step 2. Once your your shares and $100 are settled in Public, you can send them a Letter of Instruction. What about selling once theyre in computershare? Login using the username, and password you have created. YOU CAN ALSO USE NAASA FOR ASSISTANCE. Thanks for sharing your experience with us, u/dft-salt-pasta! Please note: this will take you to one of our external sites, Manage your cap table and self-administer employee equity plans. # IMPORTANT: You need sufficient funds on your account when starting this process.
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