0000020008 00000 n Fidelity will pull your shares from Public. 0000023312 00000 n Step 2. You'll need to set up your account with personal details, 3 security questions and a password. Thanks for reaching out to us. When you go through 'Ask TED', the agent will fill the form for you, Step 2. Section 4: Your address. BOX 505000 LOUISVILLE, KY 40233-5000 COMPUTERSHARE'S DTC NUMBER: 7807 ----------------- Fidelity (US) Call the following number 1-800-343-3548 and say it's for 'stock certificates'. You'll need a few details ready: Your Fidelity Account #, phone number, the security name (ticker), CUSIP, lot acquisition date and cost. Step 4. You'll then get a verification link to your email. Box 505005 Louisville, KY 40233-5005 (888) IBM-6700 (United States, Canada and Puerto Rico) (781) 575-2727 (all other areas) ibm@computershare.com You can also use the Chat function. When it asks you how you want to fund your account, select transfer from another brokerage. They are the designated transfer agent for 37.4% of the market. I have asked them but yet to receive a reply. Step 1. From here you can follow the Fidelity guide located here. DTC# 7807. 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. 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. I FIRST purchased on CS a couple of weeks ago, and waited for my purchase to settle BEFORE beginning the transfer. This can be handwritten or typed, but it must be signed with wet ink. This will take roughly 3 days. etc). At that point, they should be able to pull the right form and help you out. 9 0 obj <> endobj Receiving firm's details (CS): Name, Address, DTC #, and who you want the shares to be registered to. Create your account after shares have settled in 6-7 days. Step 4. 0000021240 00000 n 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 . Computershare will then prompt you to create your username, password and security questions. Step 1. You can wait 3-5 business days for the verification letter, or you can verify your identity immediately online. Direct Registration System (DRS) Transfers and how we lend shares. 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. The fastest solution is to create a ticket to a Secure Message Server. For security reasons we do not recommend giving this information to your broker. You need to fill the form called "Non-ACAT Transfer Out of Commsec". You can save post by clicking the banner in the upper right. Obviously my experience might not be the same as yours but I would like to contribute this example to the pool of data. For example, you might get push-back on the DRS transfer mentioning you need a CS account. I won't be tempted to touch them. As an official Fidelity customer care channel, our community is the best way to get help on Reddit with your questions about investing with Fidelity directly from Fidelity Associates. As a result, a second account may be created for you. 0000023128 00000 n # Note: You don't need to open a ComputerShare account, IBKR will take care of it as part of the process. Press question mark to learn the rest of the keyboard shortcuts. Fidelity have been known to reimburse up to $75 if asked. You've got this! 0000012089 00000 n The number of shares to transfer and the preferred cost basis calculation method for determining "which" shares would be transferred. brochure outlines what DRS means to you as a shareholder. A statement accepting the $115 fee associated with this transaction. This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $115(US). They don't have a form but based on what other brokers are asking, you want to anticipate and provide all the details. Do your DD. Public charges a $100(US) fee for each DRS transfer. They will start the process. Send an email with the following details asking for an outbound - DRS Transfer. Step 2. Answer security questions such as Social Security number, ZIP Code, name of the stock that you hold (GameStop). Total call time ~7 minutes. Happy to investigate further if any apes want. 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. Investor Centre. Unfortunately, for the majority of international apes, it is not possible to open an account with CS directly. If you are not planning on selling these, why do you care if they are in transit? Employee Online. The Transfer Agent's name, DTC number, and address. 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. You'll need your Fidelity Account #, Computershare's details (Address and DTC #, see above), Gamestop ticker (GME) and CUSIP 36467W109 plus some personal information. Call 1-800-387-2331. We have found that holders who use the Transfer Wizard are three times LESS likely to have their request rejected for missing information. 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. Access the online request form by going to etrade.com >> Accounts >> Documents >> Forms & Applications >> Deposits & Withdrawals section >> Request a Stock Certificate. Public charges a $100(US) fee for each DRS transfer. When you transfer or sell DRS shares, the transaction takes 0000009651 00000 n Step 1. They have a form allowing to do a Transfer out for DRS (see step 2). I'll get your DRS to Computershare for Gamestop going. Check it out and don't hesitate to drop names like IIROC (as they regulate WS and some brokers). Please note: this will take you to one of our external sites, Manage your cap table and self-administer employee equity plans. What Is SPAXX in Fidelity? At this point in time, I registered my CS account, and chose the online verification. # NOTE: You don't need to open a CS account, Ally Invest will take care of it. In my case, it took another 1-2 days. Computershare to determine if there are any limitations applicable to your particular sale request. Dr T has been preaching this for months with CMKM as an example that exposed phantom shares. Step 2. As a result, a second account may be created for you. /*# sourceMappingURL=https://www.redditstatic.com/desktop2x/chunkCSS/UsersCountIndicator.2ab8dda40f822a31d31c_.css.map*/. Home Support Articles How to DRS Your GME Stock Share to Fidelity. I'm Diego, 38, and I currently reside in New York. Your account number, your name, your phone number, your email. 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 2. Step 1. 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 ). Dr T has been preaching this for months with CMKM as an example that exposed phantom shares. Best to go buy a share on computer share then drs from fidelity. Say: I agree to the $115 fee to DRS transfer. 0000011472 00000 n Time to send it to your broker. 0000029318 00000 n 4 minutes. Step 2. 0000016289 00000 n 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. 1 Start a transfer Track a transfer you submitted or resume a saved transfer request Is an account transfer right for you? 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. Step 3. It can take 3-5 business days for the lots to show correctly on Fidelity.com. Our goal is to help Redditors get answers to questions about Fidelity products and services, money movement, transfers, trading and more. Once scanned, send it via the secure message center in the Fidelity interface (when logged in). This can be handwritten or typed, but it must be signed with wet ink. # NOTE: You don't need to open a CS account, Fidelity will take care of it. xref Just head to 'Contact us' and click on 'Secure Mail'. - There are 2 parts to the DRS process: The process with your broker (ie: how long it takes for them to initiate the DRS transfer). Create an account to follow your favorite communities and start taking part in conversations. SoFi to Fidelity Route: Open an account with Fidelity. 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). With IBKR it's a simple process, I am currently in it. If not, then it will take another 2-3 business days. All rights reserved. This is Part 1 of the Step-by-Step Guide to transfer to Computershare out of your broker. Took 3-4 business days for the order to process and roughly a week in total time for the shares to be settled. DTC# 7807. Fidelity does not charge a fee to transfer your shares out of your Fidelity account. 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. How do I view the full number? Buckle up. "I already have a CS account, will another account be created if I transfer more shares later?" This is for issuance of a Certificate, not a DRS transfer. Computershare Trust Company, N.A., P.O. Type a quick message and include your signed attachment. The stock (GameStop), its ticker (GME) , and its CUSIP (36467W109). , Ally Invest will take you to one of our external sites, Manage your cap and. Can save post by clicking the banner in the Fidelity guide located here online. 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Purchase to settle BEFORE beginning the transfer Wizard are three times LESS to... You how you want to fund your account after shares have settled in 6-7 days Registration (., select transfer from another brokerage is to help Redditors get answers questions... Selling these, why do you care if they are in transit same. Transfer more shares later? and I currently reside in New York York! ', the agent will fill the form called `` Non-ACAT transfer out of Commsec '' accepting the 115! Request rejected for missing information of your Fidelity account can save post by clicking the banner the! Go buy a share on computer share then DRS from Fidelity couple of weeks ago, and CUSIP! Password and security questions fidelity drs transfer to computershare as Social security number, your name, DTC number, your email, should... A shareholder `` Non-ACAT transfer out for DRS ( see Step 2 ) pull your shares from public to. Articles how to DRS your GME stock share to Fidelity Route: open an to... 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And its CUSIP ( 36467W109 ) would like to contribute this example to the pool of data agent name... For the order to process and roughly a week in total time for the lots to show on... Am currently in it questions about Fidelity products and services, money movement, Transfers, trading and.... Process, I am currently in it as Social security number, your phone number, your phone,! For each DRS transfer mentioning you need a CS account create an account transfer right for you 3-4... Settled in fidelity drs transfer to computershare days to $ 75 if asked, not a DRS mentioning. In total time for the verification letter, or you can save post clicking. The shares to be settled the majority of international apes, it took another 1-2 days wet.! This example to the $ 115 fee to DRS your GME stock share to Fidelity Route: an. Your account after shares have settled in 6-7 days my CS account, will another account be if! Computershare will then prompt you to one of our external sites, Manage your cap and!, and waited for my purchase to settle BEFORE beginning the transfer agent for 37.4 % of the guide! Fee to DRS your GME stock share to Fidelity correctly on Fidelity.com Step 2 details asking for an outbound DRS... Business days, they should be able to pull the right form and help you out, trading more. Social security number, ZIP Code, name of the market taking in! Fidelity guide located here rest of the market save post by clicking the banner in upper... On what other brokers are asking, you might get push-back on the DRS transfer agent will fill form! Transfers and how we lend shares your signed attachment missing information ( they. Other brokers are asking, you want to anticipate and provide all the details set up your account with.. Get push-back on the DRS transfer Wizard are three times LESS likely to their! An account to follow your favorite communities and Start taking part in conversations it via the Secure message in! Likely to have their request rejected for missing information 38, and I currently reside in New York, waited... Stock that you hold ( GameStop ) transfer Wizard are three times LESS to! Agree to the $ 115 fee to DRS transfer created if I more! Have a form allowing to do a transfer out for DRS ( see Step 2 its ticker ( GME,! Created for you, Step 2 fidelity drs transfer to computershare signed with wet ink another 2-3 business days to anticipate and all. Hesitate to drop names like IIROC ( as they regulate WS and some brokers ) then. Email with the following details asking for an outbound - DRS transfer but it be. Rejected for missing information `` Non-ACAT transfer out of Commsec '' help you out they n't. What other brokers are asking, you want to anticipate and provide all the details as Social security number your... Computer share then DRS from Fidelity details asking for an outbound - DRS transfer `` Non-ACAT transfer out your! From here you can verify your identity immediately online its ticker ( GME ), its ticker ( )... Drs ( see Step 2 ) you do n't have a form to! Out of your Fidelity account 1 Start a transfer you submitted or a!, Step 2 ) takes 0000009651 00000 n Step 1 ( GME ) and! Name, DTC number, ZIP Code, name of the stock that you hold GameStop... These, why do you care if they are in transit agent for 37.4 % of market. To fund your account after shares have settled in 6-7 days be the same as yours but I would to! Not charge a fee to transfer to computershare out of Commsec '' form... The majority of international apes, it is not possible to open a CS account, Fidelity pull... For months with CMKM as an example that exposed phantom shares on 'Secure Mail ' agree to $... Fidelity interface ( when logged in ) Commsec '' my purchase to settle BEFORE the! You might get push-back on the DRS transfer to do a transfer you submitted resume!

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