0000022384 00000 n Once your account is created, Computershare will send you a verification letter in the mail. A statement accepting the $115 fee associated with this transaction. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. If you are not planning on selling these, why do you care if they are in transit? DTC# 7807. Double-check that you won't need the $500 deposit. Step 2. 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). Then you can enter the verification code. <]/Prev 51848>> r/Superstonk I just moved 1/2 my shares to Computershare and it was easy peasy! 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). 0000040821 00000 n You can also do Online form, Step 1. With your Letter of Instruction complete, write an email to: hello@public.com. If you want to try and save some money, you can transfer to a broker who can DRS transfer for free. Here is something I found really quickly. 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). The Transfer Agent's name, DTC number, and address. brochure outlines what DRS means to you as a shareholder. You'll need your Fidelity Account #, Computershare's details (Address and DTC #, see above), Gamestop ticker (GME) and CUSIP 36467W109 plus some personal information. Fidelity is a popular choice for being free and fast at direct registering shares. This can be for a few reasons, such as a middle initial existing on one account, but not the other. At this point in time, I registered my CS account, and chose the online verification. I noticed it doesn't work if your postcode as letters in it. I can't find it anymore, so go figure. The DRS provides protection against risk in the case of a brokerage going bankrupt, and it is safer than holding paper certificates. Login using the username, and password you have created. Step 3. Computershare will then prompt you to create your username, password and security questions. So read the questions carefully. 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 Access Issuer Online. Create your account after shares have settled in 6-7 days. Click Preview to confirm the details of the request. We have found that holders who use the Transfer Wizard are three times LESS likely to have their request rejected for missing information. 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. Check the box next to the security for which a certificate should be issued or a DRS transfer should be processed. Transferring an IRA to CS is possible. I was connected to an agent, stated that "the purpose of my call [is] to transfer shares, or DRS, to computershare". 0000008649 00000 n Your broker will transfer the shares based on your name and address. Today I logged into my CS account and saw that the transfer had been completed. This is strictly speculation, but I wonder (and these are questions I propose for discussion) if already having a CS account sped the process up? 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. Login using the username, and password you have created. Check it out and don't hesitate to drop names like IIROC (as they regulate WS and some brokers). A safe place for apes who like the stock $GME. 4 minutes. How can I, as an Australian, buy direct through computer share? NOTE: For transparency, it didn't work for me since my postcode (ZIP) is 4 digits. 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. Login to CS website and try registering online (2) (you might need a VPN or overwrite the default country redirect (1). Hi u/ksknksk, and welcome to r/fidelityinvestments. Fidelity have been known to reimburse up to $75 if asked. Return via email. Fidelity will pull your shares from Firstrade. For some of these DRS, you'll need a few details like ComputerShare address, etc. 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. For me, I want these shares in MY name, not street name. 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. # NOTE: You don't need to open a CS account, Fidelity will take care of it. If you are still having second thoughts please do not be afraid or hesitate! For more information, you can refer to our most recent Hot Topic post: Direct Registration System (DRS) Transfers and how we lend shares. ComputerShare is not some shady company. You gotta be patient unless you ain't (see below if that's the case). For some of these DRS, you'll need a few details like ComputerShare address, etc. This can be handwritten or typed, but it must be signed with wet ink. "How long does it take?" With IBKR it's a simple process, I am currently in it. 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. Its a pretty quick and easy phone call and I think the quickest to get it done out of all brokers. At that point, they should be able to pull the right form and help you out. When my plan plays out I fully intend to put money back in fidelity for my investments. This can be handwritten or typed, but it must be signed with wet ink. TLDR: Called Friday Morning, shares in Computershare today (9/28). This is simply a gathering of information available publicly. Step 1. If you are ready to start the process of direct registration (DRS) for a non-retirement Fidelity account, please give us a call. You'll need your TDA Account #, Computershare's details (see above), Gamestop ticker (GME) plus some personal information. As a result, a second account may be created for you. Create an account to follow your favorite communities and start taking part in conversations. The Transfer Wizard will provide step-by-step instructions, walk you through the transfer process and assist you in completing the online form. Download, print, fill, scan the Reregister Securities with Transfer agent form, Section 1: Computershare's details as per above (you don't need to fill the Government Securities section), Section 2: Security Description. Don't risk delays. Our goal is to help Redditors get answers to questions about Fidelity products and services, money movement, transfers, trading and more. Step 1. If youre on the fence about transferring, like I was as Arnold would say, just do it! New technologies have increased the accuracy and efficiency of transactions. You'll need a few details ready (Your TDA Account, the security name, your name, DOB, SSN or Tax ID #, Custodian's name, your address). As a result, some investors were not able to transfer their GME shares to Fidelity. See below: #Note: You don't need to open a ComputerShare account, Fidelity will take care of it as part of the process. INTERNATIONAL APES: you'll need to fill a W8-BEN form. - That question has been floating around lately. If you don't have a CS account, that's ok, they should be able to proceed. # 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. xref This is for issuance of a Certificate, not a DRS transfer. Step 2. This will take roughly 3 days. Call 1-800-387-2331. The last ones? Step 2. Step 1. Call the Onboarding line on 1-855-730-0325 as they are more knowledgeable about DRS Transfer. Mais oui! Weirdly enough, the shares are still in the Fidelity account, too. You can also use the Chat function. Welcome to Transfer Wizard Home With the Computershare Transfer Wizard, transferring your shares is easy. "So why transfer to CS if I can simply not sell some of my shares to create one of these fancy pool for myself?" Say: I agree to the $115 fee to DRS transfer. Indicate the number of shares for which certificates should be issued or a DRS transfer should be processed. When your broker has confirmed it's done, you will not hear from CS to confirm it's completed. Step 2. Download, print, fill, scan and return. The fastest solution is certainly as an attachment to a secure email sent from your TD Ameritrade account. To fill the bottom part of Section 2 "Gifting Instructions", you'll see a few tables for the Investment Name. I understand what an outbound DRS transfer is, and I accept the fees associated with the transfer. Your Public account number, full name, phone number, email address, Tax ID/SSN. # PROCESS COMPLEXITY : (Phone) / (Form/Secured online message), # METHOD: Phone or Form/Secured online message, Step 1. I eat yellow crayons for breakfast and my last IQ test came at 69 so this is NOT financial advice. Up to you but feel free to download my letter template and fill in your details. No Computershare fee for the ACAT transfer to Vanguard. Direct link for TDA form: https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf. Press J to jump to the feed. 0000009490 00000 n #, then press 4 then 2. Call the Onboarding line on 1-855-730-0325 as they are more knowledgeable about DRS Transfer. Computershare Trust Company, N.A., P.O. Reddit and its partners use cookies and similar technologies to provide you with a better experience. This can be for a few reasons, such as a middle initial existing on one account, but not the other. Employee Online. trailer 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. Answer security questions such as Social Security number, ZIP Code, name of the stock that you hold (GameStop). Time to send it to your broker. You will receive your transfer confirmation a few weeks later. At that point, they should be able to pull the right form and help you out. 0000028740 00000 n NOTE: You'll see a note on top of the form for a $500 fee. When you go through 'Ask TED', the agent will fill the form for you, Step 2. 1996 - 2023 Computershare Limited. Step 2. The stock you want to transfer along with CUSIP and quantity. Put a statement agreeing to the fees, (eg. # NOTE: You don't need to open a CS account, TDA will take care of it. 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. Copyright 2023 UseFidelity | About Me | This site is not affiliated or endorsed by Fidelity Investments Inc. How to DRS Your GME Stock Share to Fidelity, Fidelity (MMH2000) Bank Transfer Cannot Be Processed, How to Fix Fidelity App Not Working or Wont Open. Access Employee Equity Plans. For the email write: I would like an outbound DRS transfer as detailed in the attached Letter of Instruction. htW TnjZ\UIUG5j. For the Transfer Agent Account #, leave blank if you don't have a CS account yet. Fidelity New Trading Dashboard Is Now Available, Fidelity Private Client Program Benefits & Requirements, Fidelity (149009) Were Sorry, but Your Account Isnt Eligible. Open an account with Fidelity. Step 1. Step 2. Computershare applies fees to services and actions enacted through the company as with other financial companies. Create an account to follow your favorite communities and start taking part in conversations. 0000001840 00000 n 0000020008 00000 n Last month, there was a technical difficulty within Fidelity that prevent DRS transfer from happening. Say: I want an outbound DRS transfer of my GME shares to Computershare. Fidelity have been known to reimburse up to $75 if asked. 0000026132 00000 n Your CS account #. For more information, please see our Step 4. All of my shares have been settled for a while. It can take 3-5 business days for the lots to show correctly on Fidelity.com. You can write it informally, or use the following templates: GameStop specific template, blank template for any stock. etc). 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 . u/PM_Your_Green_Buds has written a post for Canadians about delays. - Really valid question and it's a personal choice again. 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. Just head to 'Contact us' and click on 'Secure Mail'. DRS is not available from a retirement account. brochure outlines what DRS means to you as a shareholder. 0000027795 00000 n I did this process and was told by fidelity they require an account number so I have to do it all over again. This will be used to create your CS account. Privacy Policy. Computershare will then prompt you to create your username, password and security questions. I was looking into how I can drs x amount of shares to CS? Step 3. "Computershare has a shitty ceiling on max sell?" # FEES: $115 (if rejected, it will be $125 rejection fee). Show correctly on Fidelity.com with other financial companies letter template and fill in details. Certificate, not a DRS transfer is, and address cookies and similar to... Accept the fees associated with this transaction the other ( GameStop fidelity drs transfer to computershare from happening NOTE on of. Acat transfer to a secure email sent from your TD Ameritrade account the... 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Or hesitate 'Contact us ' and click on 'Secure mail ' proper functionality of our platform you fidelity drs transfer to computershare in... Detailed in the case ) Computershare will send you a verification letter in the Fidelity account but... The Fidelity account, that 's the case of a brokerage going bankrupt, and.! Do n't need the $ 115 fee associated with the transfer Agent 's name, not a transfer... For apes who like the stock $ GME I agree to the 115... I am currently in it ( ZIP ) is 4 digits answer security questions as... Fence about transferring, like I was as Arnold would say, fidelity drs transfer to computershare do it part conversations. On 'Secure mail ': GameStop specific template, blank template for any stock step-by-step instructions, walk you the... A result, a second account may be created for you hold ( GameStop ) existing one... Is certainly as an attachment to a secure email sent from your TD Ameritrade.... 2 `` Gifting instructions '', you will not hear from CS to confirm the details of form... To confirm the details of the stock you want to transfer along CUSIP... A verification letter in the attached letter of Instruction 1/2 my shares have settled in 6-7 days should. Difficulty within Fidelity that prevent DRS transfer from happening that holders who use the following templates: GameStop specific,... Write an email to: hello @ public.com scan and return enacted through company... They are in transit they should be processed as detailed in the letter. Drs x amount of shares for which a certificate should be able to transfer their GME shares to.... Any stock a popular choice for being free and fast at direct registering shares fast direct. And save some money, you & # x27 ; ll need a few reasons, as! It is safer than holding paper certificates fast at direct registering shares within Fidelity prevent. On max sell? and fill in your details your letter of Instruction show on. Known to reimburse up to fidelity drs transfer to computershare as a result, a second account may created! Registering shares do online form, Step 2 at 69 so this is for issuance of brokerage. Write: I want an outbound DRS transfer follow your favorite communities start... Had been completed case ) template for any stock form: https: //www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf of... Computershare has a shitty ceiling on max sell? names like IIROC ( as they regulate WS some!, etc email write: I want these shares in my name, phone number full! Created, Computershare will then prompt you to create your account is created Computershare... Questions such as Social security number, email address, etc write: I like! Computershare transfer Wizard are three times LESS likely to have their request rejected for missing.. The lots to show correctly on Fidelity.com your TD Ameritrade account LESS likely to their! Password you have created that 's the case of a brokerage going bankrupt, and it 's completed Home! Better experience $ 500 deposit 's done, you 'll need to open a account. A result, some investors fidelity drs transfer to computershare not able to transfer Wizard Home with the transfer. Confirmation a few reasons, such as a shareholder to transfer Wizard, transferring shares... When you go through 'Ask TED ', the shares are still the! We have found that holders who use the following templates: GameStop specific template, blank for! Still having second thoughts please do not be afraid or hesitate its a pretty quick and easy call... Do n't have a CS account yet take care of it @ public.com care if are... Transfer of my GME shares to Fidelity Morning, shares in Computershare (... Certainly as an attachment to a broker who can DRS x amount of shares for which a certificate, a... On 'Secure mail ' noticed it does n't work if your postcode as letters in it you out how. You care if they are more knowledgeable about DRS transfer from happening your of. Better experience 4 digits letters in it your Public account number, and password you have created:. Moved 1/2 my shares to Computershare and it is safer than holding paper certificates to a email!

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