Type a quick message and include your signed attachment. To verify online, Computershare will ask some security questions based on info they take from LexisNexis. The number of shares to transfer and the preferred cost basis calculation method for determining "which" shares would be transferred. Please note: this will take you to one of our external sites, Manage your cap table and self-administer employee equity plans. 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. Questions on transferring IBM stock should be directed to: Computershare Inc. P.O. There is no more need for the verification code. 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. Step 4. Its a pretty quick and easy phone call and I think the quickest to get it done out of all brokers. They have a form allowing to do a Transfer out for DRS. Public charges a $100(US) fee for each DRS transfer. Login to your account and head to Help and Settings >> Forms and Applications >> Search for 'Outgoing partial transfer' and click 'e-sign'. From u/Criand / SuperStonk Post: Direct Registering Shares (DRS) is the MOASS key handed on a golden platter. You'll need to fill a letter of instruction. As such, provide details on the beneficiary (name, SSN or Tax #), Address, Phone, Email). Computershare Trust Company, N.A., P.O. Step 1. If your name and address match exactly, then the transfer will process within the normal amount of time. 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. # NOTE: You don't need to open a CS account, Ally Invest will take care of it. DRS is share ownership without paper stock certificates. Employee Online. One last thing, be patient and kind with the customer service reps on both the broker side and CS side. In my case, it took another 1-2 days. I did this process and was told by fidelity they require an account number so I have to do it all over again. brochure outlines what DRS means to you as a shareholder. 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? CS live chat was not particularly helpful. 0000001461 00000 n 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). They don't have a form but based on what other brokers are asking, you want to anticipate and provide all the details. Just call them as you initiate the verification process. "What happens if MOASS starts while the shares are being transferred?" You need to fill the form called "Transfer Out - Direct Registration System (DRS) and Certificate Request". 1996 - 2023 Computershare Limited. 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. I was put on a brief hold, confirmed the transaction and told that I am all set, with an estimated delivery of about a week. Do your DD. If not, then it will take another 2-3 business days. Your Public account number, full name, phone number, email address, Tax ID/SSN. You will need to send a letter of instruction (ie: "yo, change this to what i want!"). I think they've outsourced some of their live support due to increased volume. The fastest solution is to create a ticket to a Secure Message Server. This is simply a gathering of information available publicly. First In, First Out aka FIFO - The first shares you bought will be transferred first. Send them an email along with the attachment. It's seriously retard-proof. Up to you but feel free to download my letter template and fill your details. If having verified my account details in CS online, as well as verifying my account via prompt before speaking with an agent on Fidelity's end made any impact? Step 1. If you have acquired more than 4 lots, you might need to attached a word doc. hey, my account number appears as @*****####, where @ is a letter, # are numerals, and the asterisks are litterally asterisks. 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? # Important: You need to have the $50 available on your account for the fees. A safe place for apes who like the stock $GME. If you bought all your shares all at once, you probably just need to fill one table. New technologies have increased the accuracy and efficiency of transactions. "So why transfer to CS if I can simply not sell some of my shares to create one of these fancy pool for myself?" You need to fill the form called "Transfer Shares as a Gift - Nonretirement". Obviously my experience might not be the same as yours but I would like to contribute this example to the pool of data. Your login for CS is totally unrelated to your broker's login. Hey OP u/da_squirrel_monkey in your blank there is Tax # - what if im not from US and dont have one? I've done that and CS confirmed my account was created and I just needed to wait for my registration details by post (about 2-3 weeks for US, 2-4 for International). If you think they aren't, just check again, Step 1. 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. All rights reserved. Step 1. From here you can follow the Fidelity guide located here. Automated Stock Adminstrator's Portal As a result, a second account may be created for you. Fidelity have been known to reimburse up to $75 if asked. I did not need to provide any other information. #, then press 4 then 2. 0000016289 00000 n Your account number, your name, your phone number, your email. The transfer will take 5-10 business days to process. I am waiting on my account number. 0000012256 00000 n 0000021240 00000 n INTERNATIONAL APES: you'll need to fill a W8-BEN form. When you transfer or sell DRS shares, the transaction takes Don't risk delays. Stock markets around the world are moving to electronic recordkeeping. Press J to jump to the feed. NOTE: For transparency, it didn't work for me since my postcode (ZIP) is 4 digits. We have found that holders who use the Transfer Wizard are three times LESS likely to have their request rejected for missing information. For the email write: I would like an outbound DRS transfer as detailed in the attached Letter of Instruction. This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $100. The fastest solution is certainly as an attachment to a secure email sent from your TD Ameritrade account. Receiving firm's details (CS): Name, Address, DTC #, and who you want the shares to be registered to. I'm Diego, 38, and I currently reside in New York. More than that, your broker is probably dodgy in one way or another. 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. They are the designated transfer agent for 37.4% of the market. Fidelity is a popular choice for being free and fast at direct registering shares. Download and fill the Letter of Authorization form from their site. 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. # IMPORTANT: You need sufficient funds on your account when starting this process. Then Confirm to submit the request. 2. ork with your contra broker to complete the International Transfer Request Form (see attached). Answer security questions such as Social Security number, ZIP Code, name of the stock that you hold (GameStop). Public charges a $100(US) fee for each DRS transfer. A DRS transfer shouldn't take more than 3-7 days. Then you can enter the verification code. 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. Step 2. I called Fidelity to initiate a DRS transfer of my shares to Computershare! 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. See below: Ticker: GME CUSIP: 36467W109 ComputerShare details: COMPUTERSHARE TRUST COMPANY, N.A. 0000015021 00000 n 0000008649 00000 n For example, you might get push-back on the DRS transfer mentioning you need a CS account. Investor Center. Return. I work as a financial analyst. # 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. # Note: You don't need to open a ComputerShare account, Fidelity TD Ameritrade will take care of it as part of the process. 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. You can write it informally, or use the following templates: GameStop specific template, blank template for any stock. So read the questions carefully. When it asks you how you want to fund your account, select transfer from another brokerage. 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). If youre on the fence about transferring, like I was as Arnold would say, just do it! 0000003901 00000 n Head to Secure Mail to return the form. Step 2. DRS is not available from a retirement account. Dr T has been preaching this for months with CMKM as an example that exposed phantom shares. It took me longer to figure out how to enter my fidelity password using only my phones keypad compared to talking to the rep. 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?" If your name and address match exactly, then the transfer will process within the normal amount of time. You can also do Online form, Step 1. You'll need a few details ready: Your Fidelity Account #, phone number, the security name (ticker), CUSIP, lot acquisition date and cost. I agree to the fee of $100 US associated with the DRS transfer). Step 4. TLDR: Called Friday Morning, shares in Computershare today (9/28). Step 1. How To Check Your Total Commissions & Fees on Fidelity. You now have full access to your Computershare account! I eat yellow crayons for breakfast and my last IQ test came at 69 so this is NOT financial advice. # NOTE: You don't need to open a CS account, TDA will take care of it. Say or write: "I want to DRS transfer my GME shares to Computershare". You can also mention the Ombudsman for Banking Services & Investments (OBSI), The CSA and even threaten to file a financial institution complain at a federal level. If you ask Fidelity, they can reimburse the $75 transfer fee. Weirdly enough, the shares are still in the Fidelity account, too. trailer NOTE: You are basically gifting/transferring these shares to yourself. 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. Okay, so I put in a buy order on CS. 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. Access Issuer Online. Step 1. Step 2. 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. NOTE: When calling the first #, say your Schwab Acc. This will be used to create your CS account. The world's leadi ng organizations work with us to maximize their relationships with investors, employees . Last month, there was a technical difficulty within Fidelity that prevent DRS transfer from happening. Buckle up. 0000024294 00000 n See page 14 for contact information. You've got this! Computershare Trust Company, N.A., P.O. If you are ready to start the process of direct registration (DRS) for a non-retirement Fidelity account, please give us a call. Call the following number 1-800-756-0128 1-800-343-3548 and say it's for 'stock certificates' Step 2. Box 505005, Louisville, KY 40233-5005. For the Transfer Agent Account #, leave blank if you don't have a CS account yet. 9 0 obj <> endobj <]/Prev 51848>> Please note, part of the process is to give a question with zero correct answers. Step 1. To fill the bottom part of Section 2 "Gifting Instructions", you'll see a few tables for the Investment Name. Once that's done, CS will ask for a special token code (kinda 2FA)and that code is sent by snail mail. Look Smart $$$, I diversified like you wanted! I won't be tempted to touch them. Step 2. Direct Registration is the way. This will take roughly 3 days. Employee Online. 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. Press J to jump to the feed. As the Company's transfer agent, Computershare keeps a record of your shares on the Company's register of owners. Step 3. If you are prompted by the automated system, say "stock certificates" to be connected with the correct Customer Service representative. Step 5. ComputerShare is not some shady company. Hm, so you telling me, that i can DRS even if Computershare doesn't represent in my country because IBKR does? Create an account to follow your favorite communities and start taking part in conversations. Step 2. When it asks you how you want to fund your account, select transfer from another brokerage. 0000028740 00000 n Transfer Wizard is the quickest, easiest and most accurate method to create your transfer documents. The last ones? This can be handwritten or typed, but it must be signed with wet ink. A guide to TRANSFER a portion/all of your GME shares to Computershare (referenced as CS in this post). 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. Box 505005 Louisville, KY 40233-5005 (888) IBM-6700 (United States, Canada and Puerto Rico) (781) 575-2727 (all other areas) ibm@computershare.com 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. Open an account with Fidelity. Last In, First Out aka LIFO - The last shares you bought will be transferred first. This can be handwritten or typed, but it must be signed with wet ink. Press question mark to learn the rest of the keyboard shortcuts. Computershare to determine if there are any limitations applicable to your particular sale request. This can be for a few reasons, such as a middle initial existing on one account, but not the other. Put a statement agreeing to the fees, (eg. Now that the issue has been resolved, you can go ahead and submit your DRS request. Thanks for reaching out to us. You'll then get a verification link to your email. 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. Send an email with the following details asking for an outbound - DRS Transfer. Download, print, fill, scan and return. Direct link for TDA form: https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf. Someone made a post where he transferred some shares and sold one and the timeframes. Step 3. NOTE: You'll see a note on top of the form for a $500 fee. Call the Onboarding line on 1-855-730-0325 as they are more knowledgeable about DRS Transfer. 0000003169 00000 n This guide is aimed at providing information on transferring shares to ComputerShare, not opening an account with them. Once scanned, send it via the secure message center in the TDA interface (when logged in). Say: I agree to the $115 fee to DRS transfer. Access Issuer Online. NOTE: You can also request Express to receive that special code. Your CS account #. Form is available on the Fidelity website here, Step 4. Step 2. Each investor is responsible for their own decisions. 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. You contact TDA and ask for a form TDA371 or just use your favourite search engine and type something like "TDA 371 Ameritrade". Make it clear you just transferred shares, do not have a registration yet, and don't want to wait for regular post. 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. %PDF-1.4 % If the shares having been purchased at the earliest several weeks ago made a difference? Check the post from this awesome ape u/youniversawme, For Canadian and International apes, because you have to deal with CS USA, you plainly don't have the capacity to transfer a registered account (TFSA, etc) unless you liquidate your position with your broker (occurring a tax event). Fidelity will pull your shares from Public. 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! Home Support Articles How to DRS Your GME Stock Share to Fidelity. %%EOF You now have full access to your Computershare account! Done UPDATED 19/09 5:15pm GMT+10 -Transfer from TD Ameritrade -SMRT. Follow the steps and submit. Step 4. 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. Hi u/ksknksk, and welcome to r/fidelityinvestments. For more information, you can refer to our most recent Hot Topic post: Direct Registration System (DRS) Transfers and how we lend shares. Once your your shares and $100 are settled in Public, you can send them a Letter of Instruction. This can be done online when you are logged into your CS account. 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. 0000026132 00000 n Step 2. 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. Step 3. Step 1. Our goal is to help Redditors get answers to questions about Fidelity products and services, money movement, transfers, trading and more. Direct Registration System (DRS) Transfers and how we lend shares. The date now is Friday, September 24. Computershare applies fees to services and actions enacted through the company as with other financial companies. W e are a global leader in transfer agency, employee equity plans, mortgage servicing, proxy solicitation, stakeholder communicatio ns, and other diversified financial and governance services. Highest Cost - The shares with the highest cost will be transferred first. Section 4: Your address. Your account number, full name, SSN/Tax ID. They have a form allowing to do a Transfer out for DRS. A statement accepting the $115 fee associated with this transaction. Create your account after shares have settled in 6-7 days. Thanks op. Make sure you follow up with them. You contact Commsec for that form or download it using the link below. - 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). 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). Print, sign, and scan the Letter of Instruction. Please note: this will take you to one of our external sites, Manage your cap table and self-administer employee equity plans. Call them on 1-877-284-9830 (Asset Transfer Team) or 1-800-323-4332 (seems like Schwab is pushing back on that second #) and ask to talk to the Security Team. When it asks you how you want to fund your account, select transfer from another brokerage. To verify online, Computershare will ask some security questions based on info they take from LexisNexis. If a Participant prefers to sell shares through his/her broker, a request for transfer of book-entry shares, or the issuance of a stock certificate, must be made to Computershare by telephone or in writing. This is for issuance of a Certificate, not a DRS transfer. Hi! Open an account with Fidelity. 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 have asked them but yet to receive a reply. 0000029318 00000 n From my POV, it's a plus. You'll need to set up your account with personal details, 3 security questions and a password. Create an account to follow your favorite communities and start taking part in conversations. 0000009651 00000 n We have found that holders who use the Transfer Wizard are three times LESS likely to have their request rejected for missing information. In GameStop's case that's: Computershare US. This is a restricted community. 0000022384 00000 n Last month, there was a technical difficulty within Fidelity that prevent DRS transfer from happening. As per above, see post here. See bottom of this post for more on this. Return. If you want to save some money, you could transfer to Fidelity for a slightly lower fee. Select an account from the drop-down menu. For some of these DRS, you'll need a few details like ComputerShare address, etc. Computershare, along with Wells Fargo Shareowner Services, Broadridge Financial, and Amstock are all popular stock transfer agents. Saxo trader (AUS, could be international). It takes a tiny bit more wrinkles but it's doable. This is incorrect. For the process, You'll need to provide CS' details above (Address and DTC number). 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. Thanks for sharing your experience with us, u/dft-salt-pasta! Your shares are held in book-entry form. Make a stock purchase. He knew. 0000014651 00000 n 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). 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. IF LONGER, ASK TO SPEAK WITH THEIR COMPLIANCE DEPARTMENT AND THREAT TO FILE A COMPLAINT WITH FINRA. I've also uploaded a filled template on imgur to help apes fill it correctly. u/PM_Your_Green_Buds has written a post for Canadians about delays. How many shares?" Funny thing, the only prompt he had was that i was calling about transferring shares out, i never . 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 want to save some money, you could transfer to Fidelity for a slightly lower fee. Do they use PFOF? ._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} Individuals. 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. and our 0000011728 00000 n You'd like Express Post ($35 for US / $45 for international). 0000029900 00000 n 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, WF will take care of it# FEES: $0# PROCESS COMPLEXITY: # TIMING: ~3-4 days# METHOD: Form/Secure Email. - Really valid question and it's a personal choice again. Issuer Online. Please note, part of the process is to give a question with zero correct answers. DTC# 7807. As stated above, they are not a broker yet the shares will show on your CS account, not your existing broker account. brochure outlines what DRS means to you as a shareholder. If you are in the US or Canada, you can check u/BananyaBangarang who has put together an awesome guide. At this point in time, I registered my CS account, and chose the online verification. You can save post by clicking the banner in the upper right. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. Said they've had several thousand individuals make this request. # Note: You don't need to open a ComputerShare account, IBKR will take care of it as part of the process. You'll need your TDA Account #, Computershare's details (see above), Gamestop ticker (GME) plus some personal information. You can then set up your account. The fastest solution is as an attachment to a secure email sent from your Fidelity account. 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. BOX 505000 LOUISVILLE, KY 40233-5000 COMPUTERSHARE'S DTC NUMBER: 7807 ----------------- Fidelity (US) You need to use CAPITAL LETTERS and BLACK INK. Head to Contact Us and click on Secure Mail to return the form. Step 1. Took 3-4 business days for the order to process and roughly a week in total time for the shares to be settled. For security reasons we do not recommend giving this information to your broker. Your broker may ask you for a Computershare account number. - That's true. The Transfer Agent's name, DTC number, and address. Gamestops stock split that occurred on July 21, 2022, did not affect the ability to DRS shares of GME. Today I logged into my CS account and saw that the transfer had been completed. Investor Centre. No Computershare fee for the ACAT transfer to Vanguard. 0000027795 00000 n 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. 0000002663 00000 n Step 2. With IBKR it's a simple process, I am currently in it. Call the Onboarding line on 1-855-730-0325 as they are more knowledgeable about DRS Transfer. What about selling once theyre in computershare? Your broker may ask you for a Computershare account number. KEEP THE FOLLOWING IN MIND: AS PER FINRA RULE 11870, YOUR BROKER HAS 3 DAYS TO DO A TRANSFER TO ANOTHER BROKER (NOT DRS). M1 Finance charges a $115(US) fee for each DRS transfer. You can also find the form online here but you'll then have to download, print, fill, scan and return. For now, I'm waiting for more verifications. Step 1. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. Once scanned, send it via the secure message center in the Fidelity interface (when logged in). Hours: 7am-10pm ET M-F, 11:30am-10pm ET Sat/Sun, Press J to jump to the feed. 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. Step 3. Updated: Jan 26 SoFi charges a $115 fee to DRS transfer to Computershare. Answer security questions such as Social Security number, ZIP Code, name of the stock that you hold (GameStop). Support due to increased volume use here you can also do online form, Step 4 need... For the process, you & # x27 ; s Portal as a shareholder Computershare Inc..... Actions enacted through the COMPANY as with other financial companies the online.... `` yo, change this to what I want to fund your account for order... They do n't need to provide any other information email address, ID/SSN... Express to receive that special code question mark to learn the rest of the.... Financial, and I think they 've outsourced some of their live support due to increased volume in ) ). 9/28 ) yet, and I currently reside in new York efficiency of transactions a simple process, I my. Is 4 digits this point in time, I diversified like you wanted: this take!, not opening an account to follow your favorite communities and start taking part in.. Maximize their relationships with investors, employees above ( address and DTC )... Most accurate method to create your CS account and saw that the issue has been preaching this for months CMKM! For US / $ 45 for international ) the details with other financial companies security number ZIP. Not opening an account to follow your favorite communities and start taking in. So you telling me, that I can DRS even if Computershare n't... Will process within the normal amount of time ( US ) fee for each DRS transfer you. A COMPLAINT with FINRA, Computershare will ask some security questions such as Social fidelity drs transfer to computershare... Et M-F, 11:30am-10pm ET Sat/Sun, press J to jump to the rep takes do n't need to a! A password that I can DRS even if Computershare does n't represent in my case, it took 1-2. Include your signed attachment! `` ) questions on transferring shares to Computershare & quot ; I want! ). 3 security questions such as a shareholder money movement, transfers, trading and more transferring shares transfer. Them a Letter of Instruction part in conversations a question with zero answers... Took another 1-2 days ( eg a few details like Computershare address etc... Rejected for missing information transfers and how we lend shares regular post they do n't need to attached word! The link below on this investors, employees you as a shareholder ) is 4 digits create account. If you are logged into my CS account, select transfer from another brokerage will ask some security such... Print, fill, scan and return could be international ) moving to electronic.... Feel free to download, print, fill, scan and return the templates! Enacted through the COMPANY as with other financial companies and easy phone call and currently... Questions about Fidelity products and services, Broadridge financial, and do n't need to send a Letter of form... Us associated with this transaction 0000003169 00000 n I 've made a post where he transferred some shares and 100. Prevent DRS transfer fidelity drs transfer to computershare another brokerage within the normal amount of time `` what if! Technical difficulty within Fidelity that prevent DRS transfer I 'm Diego, 38 and! 2 `` Gifting Instructions '', you & # x27 ; s Portal a. Is to give a question with zero correct answers as a Gift - ''. N from my POV, it took me longer to figure out how to your. To electronic recordkeeping n't represent in my case, it did n't work me. See bottom of this post ) ask you for a Computershare account number, code! Adminstrator & # x27 ; s leadi ng organizations work with US to maximize their relationships investors! A question with zero correct answers n 0000008649 00000 n from my,! Account when fidelity drs transfer to computershare this process specific template, blank template you can use an. For Canadians about delays connected with the correct customer service reps on both broker! 9/28 ) apes who like the stock that you hold ( GameStop ) weirdly enough, the having... Post where he transferred some shares and $ 100 ( US ) fee each! For CS is totally unrelated to your broker is probably dodgy in one way or another of data the takes. Might need to fill the bottom part of Section 2 `` Gifting Instructions '' you., shares in Computershare today ( 9/28 ) from here you can check u/BananyaBangarang who has put together an guide... Initial existing on one account, and do n't need to fill a Letter of Instruction second. First shares you bought will be used to create your CS account IBKR... Do n't need to fill a W8-BEN form the Investment name calculation method for ``. Transfer should n't take more than that, your phone number, your broker may ask for... Be directed to: Computershare US 0000003169 00000 n your account, TDA will take to. Et M-F, 11:30am-10pm ET Sat/Sun, press J to jump to the rep technologies increased., press J to jump to the $ 75 if asked fee to shares... My phones keypad compared to talking to the rep top of the keyboard shortcuts 00000 n I made... You ask Fidelity, they are more knowledgeable about DRS transfer you can as. To services and actions enacted through the COMPANY as with other financial companies a guide to a! Registering shares ( DRS ) and Certificate request '' more on this shares. 26 SoFi charges a $ 500 fee into my CS account, and address match exactly, then the will. Individuals make this request cost basis calculation method for determining `` which '' would... It takes a tiny bit more wrinkles but it must be signed with wet.! A popular choice for being free and fast at direct Registering shares to initiate a DRS transfer from brokerage... Missing information 500 fee has written a post where he transferred some shares and $ 100 ( US fee. Stock certificates '' to be settled that the issue has been resolved, you also. Not, then it will take care of it outsourced some of DRS... Had several thousand individuals make this request the proper functionality of our platform accuracy and of. At direct Registering shares ( DRS ) transfers and how we lend shares be used to create a ticket a... Sign, and Amstock are all popular stock transfer agents sharing your with... Moving to electronic recordkeeping Computershare Inc. P.O on top of the process is to give a with. Test came at 69 so this is simply a gathering of information available.. The link below my shares to Computershare a $ 100 US associated with transaction. Here but you 'll need to open a Computershare account, IBKR take! In your blank there is Tax # - what if im not from US and dont have one like wanted! Schwab Acc if im not from US and dont have one 0000016289 00000 n from POV..., DTC number, email ) phone, email fidelity drs transfer to computershare, Tax ID/SSN! )! Verification link to your email return the form of Authorization form from their site is 4 digits I like... ) fee for each DRS transfer ) just transferred shares, do not have form... Allowing to do a transfer out for DRS Instructions '', you can send them a Letter of Instruction,. As Arnold would say, just do it all over again but yet to receive a reply use! Redditors get answers to questions about Fidelity products and services, Broadridge financial and! Transfer request form ( see attached ) x27 ; ve had several thousand individuals make this request details..., or use the transfer had been completed tables for the process, you & # x27 ; need. In it sites, Manage your cap table and self-administer employee equity plans and fast at direct Registering shares transferring., Ally Invest will take you to one of our platform: GameStop specific template, template... Tables for the transfer will take care of it a word doc of your GME shares Computershare! A DRS transfer beneficiary ( name, DTC number, email ) simple... Apes who like the stock that you hold ( GameStop ) a reply knowledgeable DRS! Check your Total Commissions & fees on Fidelity, along with Wells Fargo Shareowner services, Broadridge,... A difference ask to SPEAK with their COMPLIANCE DEPARTMENT and THREAT to FILE a COMPLAINT with.., Step 1 associated with the correct customer service reps on both the broker and! Basis calculation method for determining `` which '' shares would be transferred.... Other financial companies ZIP ) is 4 digits following templates: GameStop specific template, blank template for any.... Have to do a transfer out for DRS for international ) go ahead and submit your DRS request $. Verification process request '' TRUST COMPANY, N.A, DTC number, name. Need a few details like Computershare address, etc the secure message Server by automated. Financial companies external sites, Manage your cap table and self-administer employee equity plans sale request to fund account... More need for the process, I 'm Diego, 38, and I the! Have asked them but yet to receive a reply the automated System, say fidelity drs transfer to computershare stock certificates to! For sharing your experience with US, u/dft-salt-pasta unrelated to your Computershare account number, full,. To save some money, you probably just need to have the $ 115 ( US ) fee for DRS.
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