Once your your shares and $100 are settled in Public, you can send them a Letter of Instruction. 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. Here is something I found really quickly. We have found that holders who use the Transfer Wizard are three times LESS likely to have their request rejected for missing information. I did this process and was told by fidelity they require an account number so I have to do it all over again. Just call them as you initiate the verification process. Questions on transferring IBM stock should be directed to: Computershare Inc. P.O. Step 2. Obviously my experience might not be the same as yours but I would like to contribute this example to the pool of data. Please note, part of the process is to give a question with zero correct answers. ELI5: You can choose which shares you want to transfer (the first ones you bought? Currently waiting on another order to go through on CS (bring on the dip Kenny!). Fees at $1,000 make it quite prohibitive to transfer IMO. This can be for a few reasons, such as a middle initial existing on one account, but not the other. This can be done online when you are logged into your CS account. First In, First Out aka FIFO - The first shares you bought will be transferred first. -SMRT. Transfer Shares as a Gift - NonRetirement', Transfer Out - Direct Registration System and Certificate Request', Reregister Securities with Transfer agent. How do I view the full number? 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. 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. Open an account with Fidelity. # NOTE: You don't need to open a CS account, TDA will take care of it. Step 2. Step 1. Your CS account #. Make a stock purchase. Our goal is to help Redditors get answers to questions about Fidelity products and services, money movement, transfers, trading and more. 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?" Investor Center. Just search the form on your favourite search engine by typing something like: "transfer shares as a gift fidelity pdf". If your name and address match exactly, then the transfer will process within the normal amount of time. Receiving firm's details (CS): Name, Address, DTC #, and who you want the shares to be registered to. 0000022384 00000 n 0000028985 00000 n Computershare, along with Wells Fargo Shareowner Services, Broadridge Financial, and Amstock are all popular stock transfer agents. Step 1. 0000016289 00000 n If you are not planning on selling these, why do you care if they are in transit? Hi! Step 1. 0000001539 00000 n You can also find the form online here but you'll then have to download, print, fill, scan and return. etc). This is a repost of my initial DRS series. You can follow up with the chat function a few days later. 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. You will need to send a letter of instruction (ie: "yo, change this to what i want!"). Manage your employee portfolio, access tools and support features Check the box next to the security for which a certificate should be issued or a DRS transfer should be processed. Answer security questions such as Social Security number, ZIP Code, name of the stock that you hold (GameStop). 53 0 obj <>stream I think they've outsourced some of their live support due to increased volume. Answer security questions such as Social Security number, ZIP Code, name of the stock that you hold (GameStop). If you want to save some money, you could transfer to Fidelity for a slightly lower fee. All rights reserved. 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. 0000021240 00000 n 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. Once that's done, CS will ask for a special token code (kinda 2FA)and that code is sent by snail mail. 0000018605 00000 n Time to send it to your broker. It takes a tiny bit more wrinkles but it's doable. So read the questions carefully. 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. 0000025552 00000 n 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. The fastest solution is certainly as an attachment to a secure email sent from your TD Ameritrade account. Once your your shares and $100 are settled in Public, you can send them a Letter of Instruction. The transfer process is quite simple. In my case, it took 3 days. 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 . 0000003901 00000 n # 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. "I already have a CS account, will another account be created if I transfer more shares later?" When you transfer or sell DRS shares, the transaction takes You can also mail or fax it (details on the form). However, only whole shares will transfer. Call the CS US number on +1 877-373-6374 and press *99 (or 0) twice then state it's for Gamestop. This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $115(US). Hours: 7am-10pm ET M-F, 11:30am-10pm ET Sat/Sun, Press J to jump to the feed. DRSGME does not give financial advice. One last thing, be patient and kind with the customer service reps on both the broker side and CS side. Make sure you understand if that works for you and call it out to them if not. Highest Cost - The shares with the highest cost will be transferred first. 0000003169 00000 n In my case, it took another 1-2 days. This can be for a few reasons, such as a middle initial existing on one account, but not the other. Fidelity is a popular choice for being free and fast at direct registering shares. NOTE: You are basically gifting/transferring these shares to yourself. Step 1. As the Company's transfer agent, Computershare keeps a record of your shares on the Company's register of owners. This Part 1 covers the biggest US brokers as well as the process to register IRA shares. 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). BOX 505000 LOUISVILLE, KY 40233-5000 COMPUTERSHARE'S DTC NUMBER: 7807 ----------------- Fidelity (US) This time it will be 98% of my shares instead of 30%. SoFi to Fidelity Route: Open an account with Fidelity. Access Investor Centre. This will take another 2-3 business days. - Really valid question and it's a personal choice again. Step 3. DON'T HESITATE TO FLEX UP. trailer The world's leadi ng organizations work with us to maximize their relationships with investors, employees . 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. Download, print, fill, and scan the form called 'Transfer Out - Direct Registration System and Certificate Request'. It's seriously retard-proof. Last month, there was a technical difficulty within Fidelity that prevent DRS transfer from happening. If you ask Fidelity, they can reimburse the $75 transfer fee. Step 1. What about selling once theyre in computershare? With IBKR it's a simple process, I am currently in it. Step 2. If so - c'est manifique! Print, sign, and scan the Letter of Instruction. 0000018659 00000 n Type a quick message and include your signed attachment. You can also use the Chat function. This can be handwritten or typed, but it must be signed with wet ink. For the email write: I would like an outbound DRS transfer as detailed in the attached Letter of Instruction. Fidelity is a popular choice for being free and fast at direct . Then you can enter the verification code. Step 2. Return via email. Make sure you can transfer your shares. They don't have a form but based on what other brokers are asking, you want to anticipate and provide all the details. Public charges a $100(US) fee for each DRS transfer. You'll need a few details ready: Your Fidelity Account #, phone number, the security name (ticker), CUSIP, lot acquisition date and cost. Step 2. Step 2. Login using the username, and password you have created. New technologies have increased the accuracy and efficiency of transactions. 0 Said they've had several thousand individuals make this request. Okay, so I put in a buy order on CS. 1. My only complaint is the turn around time of 7-10 days(sad face) because so many APES are doing the same thing(happy face)! None of this is financial advice. Direct Registration System (DRS) Transfers and how we lend shares. There is no more need for the verification code. A guide to TRANSFER a portion/all of your GME shares to Computershare (referenced as CS in this post). # 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. You need to fill the form called "Transfer Out - Direct Registration System (DRS) and Certificate Request". Call 1-800-387-2331. 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. I agree to the fee of $100 US associated with the DRS transfer). Direct Registration is the way. W This can be handwritten or typed, but it must be signed with wet ink. 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. 0000028740 00000 n Gamestops stock split that occurred on July 21, 2022, did not affect the ability to DRS shares of GME. Although we cant help here with specific account service issues, we can help troubleshoot and point you in the right direction. You contact TDA and ask for a form TDA371 or just use your favourite search engine and type something like "TDA 371 Ameritrade". brochure outlines what DRS means to you as a shareholder. Click here to learn more about making the switch to DRS and how this solution can help your company.. 0000002037 00000 n You'll need a few details ready: Your Commsec Account referred as Pershing Account Number, the security name (GME), and the CUSIP (36467W109). Step 3. DRSGME does not give financial advice. 0000040821 00000 n Register with your SSN, your ZIP code, etc. Step 3. Section 4: Your address. When you go through 'Ask TED', the agent will fill the form for you, Step 2. Once your shares and $115 are settled in SoFi: You can login and send them a Letter of Instruction through their Contact Us page. 0000004245 00000 n Reddit and its partners use cookies and similar technologies to provide you with a better experience. "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 would have to deal with CS in the US. "How long does it take?" Access Issuer Online. 0000001196 00000 n Your login for CS is totally unrelated to your broker's login. It's best to contact your employer or reach out to the institution holding your funds to determine how many units can be transferred. When you transfer or sell DRS shares, the transaction takes Access Issuer Online. Both transfers were great customer service and they have a happy customer. - Once again, you have to be clear about your investment strategy. 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. 0000003800 00000 n To verify online, Computershare will ask some security questions based on info they take from LexisNexis. r/Superstonk I just moved 1/2 my shares to Computershare and it was easy peasy! Step 2. Opinions and memes welcome. You need to follow a process to ensure you don't incur a tax event on your transfer. We will walk you through the process one step at a time. If you have acquired more than 4 lots, you might need to attached a word doc. I have a super smooth brain! I'll get your DRS to Computershare for Gamestop going. If you don't have a CS account, that's ok, they should be able to proceed. - See bottom of this post for more on this. Just make sure the name on the account match. This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $100. 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. Fidelity have been known to reimburse up to $75 if asked. All rights reserved. Download, print, fill, scan and return. 9 45 If you want to save a bit of money, you can transfer to a broker who can DRS transfer for free (M1 charges $100 to transfer to another broker). Simply return your forms (and. When it asks you how you want to fund your account, select transfer from another brokerage. What Is SPAXX in Fidelity? Press question mark to learn the rest of the keyboard shortcuts. From u/Criand / SuperStonk Post: Direct Registering Shares (DRS) is the MOASS key handed on a golden platter. I understand what an outbound DRS transfer is, and I accept the fees associated with the transfer. Print, fill and scan. 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). - Well, it's a bit weird. You can save post by clicking the banner in the upper right. Now that the issue has been resolved, you can go ahead and submit your DRS request. 0000009651 00000 n For the subject line write: Outbound DRS Transfer Request (Avenue account number). Box 505005 Louisville, KY 40233-5005 (888) IBM-6700 (United States, Canada and Puerto Rico) (781) 575-2727 (all other areas) ibm@computershare.com They have a form allowing to do a Transfer out for DRS. 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. 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. So read the questions carefully. When it asks you how you want to fund your account, select transfer from another brokerage. 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. For example, you might get push-back on the DRS transfer mentioning you need a CS account. They have a form allowing to do a Transfer out for DRS (see step 2). 0000015021 00000 n Our team is always happy to help. Computershare is a leader in the financial world, offering items like employee equity plans, stakeholder communications, and diversified financial and economic governance service options. Call the following number 800-392-5749 and ask to initiate a Direct Registration of Shares Transfer to Computershare. 0000027795 00000 n 0000022736 00000 n . Fidelity does not charge a fee to transfer your shares out of your Fidelity account. Public charges a $100(US) fee for each DRS transfer. As a result, a second account may be created for you. I have asked them but yet to receive a reply. To verify online, Computershare will ask some security questions based on info they take from LexisNexis. Step 2. The date now is Friday, September 24. 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. International apes can certainly buy and transfer into CS. He knew. Up to you but feel free to download my letter template and fill your details. I was looking into how I can drs x amount of shares to CS? 2. ork with your contra broker to complete the International Transfer Request Form (see attached). Step 1. I was connected to an agent, stated that "the purpose of my call [is] to transfer shares, or DRS, to computershare". 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. 1996 - 2023 Computershare Limited. Step 4. This can be handwritten or typed, but it must be signed with wet ink. The broker and Computershare will take care of the transfer and open a Computershare account for you. DRS is not available from a retirement account. TLDR: Called Friday Morning, shares in Computershare today (9/28). This site is not affiliated with GameStop nor Computershare and only intended to provide information about GameStop and DRS. 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? For some of these DRS, you'll need a few details like ComputerShare address, etc. hb```f`` m @195@W7y`Bi `:-- hA1*dkX]l/4H?"r^W5~| Ex{B@2aA V@pbf '5 Fidelity will pull your shares from Public. Do they use PFOF? Each investor is responsible for their own decisions. Computershare Trust Company, N.A., P.O. A statement accepting the $115 fee associated with this transaction. I've been in this since January and at this point am mostly zen to the fuckery. u/PM_Your_Green_Buds has written a post for Canadians about delays. Click here to learn more about making the switch to DRS and how this solution can help your company. 0000020008 00000 n 0000024294 00000 n P.O. 0000023312 00000 n For the reason for transfer, you can put something like "I want to register my GME shares with ComputerShare", Step 4. You can wait 3-5 business days for the verification letter, or you can verify your identity immediately online. Transferring an IRA to CS is possible. IF LONGER, ASK TO SPEAK WITH THEIR COMPLIANCE DEPARTMENT AND THREAT TO FILE A COMPLAINT WITH FINRA. This will take another 2-3 business days. 0000011472 00000 n Press question mark to learn the rest of the keyboard shortcuts. A phone call is easier than you think! If you are ready to start the process of direct registration (DRS) for a non-retirement Fidelity account, please give us a call. Employee Online. Total call time ~7 minutes. Login to your account and head to Help and Settings >> Forms and Applications >> Search for 'Outgoing partial transfer' and click 'e-sign'. In all three cases, you'll get the same ACATS form. Then Confirm to submit the request. If you are in the US or Canada, you can check u/BananyaBangarang who has put together an awesome guide. Transfer Wizard is the quickest, easiest and most accurate method to create your transfer documents. Then you can enter the verification code. ComputerShare is not some shady company. Call the Onboarding line on 1-855-730-0325 as they are more knowledgeable about DRS Transfer. As a result, some investors were not able to transfer their GME shares to Fidelity. 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. NOTE: You can also request Express to receive that special code. 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! How can I, as an Australian, buy direct through computer share? If you think they aren't, just check again, Step 1. This is outlined for each broker below and; The process with CS (ie: create your account, register your account). Look Smart $$$, I diversified like you wanted! Computershare will then prompt you to create your username, password and security questions. Last month, there was a technical difficulty within Fidelity that prevent DRS transfer from happening. # 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. 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. This will be used to create your CS account. Call the following number 1-800-756-0128 1-800-343-3548 and say it's for 'stock certificates' Step 2. 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). DTC# 7807. I work as a financial analyst. You can also do Online form, Step 1. Step 1. Send them an email along with the attachment. Unfortunately, for the majority of international apes, it is not possible to open an account with CS directly. Box 505005, Louisville, KY 40233-5005. Press J to jump to the feed. Fidelity will pull your shares from Firstrade. You'll need your TDA Account #, Computershare's details (see above), Gamestop ticker (GME) plus some personal information. Form is available on the Fidelity website here, Step 4. For more information, please see our - That question has been floating around lately. I want to do a Direct Registration System (DRS) of $GME stock to Fidelity. Section 2: This is basically YOU and YOUR details. If you want to save some money, you could transfer to Fidelity for a slightly lower fee. xref # IMPORTANT: You need sufficient funds on your account when starting this process. When transferring positions, your broker should be asking or giving you the choice on the tax method you'd like to use to transfer your positions. The transfer will take 5-10 business days to process. 0000023128 00000 n Head to Secure Mail to return the form. It's worth checking if you can't find your broker in Part 1, Part 2, Part 3 or 4. Step 1. The stock (GameStop), its ticker (GME) , and its CUSIP (36467W109). Step 3. 0000011728 00000 n This guide is aimed at providing information on transferring shares to ComputerShare, not opening an account with them. If your name and address match exactly, then the transfer will process within the normal amount of time. #, then press 4 then 2. You copied the sentence from the Fidelity section. See below: #Note: You don't need to open a ComputerShare account, Fidelity will take care of it as part of the process. NOTE: You'll see a note on top of the form for a $500 fee. They are the designated transfer agent for 37.4% of the market. They will start the process. Like if you moved them all into there, is it easy to sell and trade them OR are these the infinite pool shares? At that point, they should be able to pull the right form and help you out. Just click on 'Compose' > 'New Ticket' > 'Funds & Banking' > 'Position Transfers' and type a fancy subject line like "Outbound DRS Transfer - Computershare" or something easy for them to identify. Step 4. Step 2. Step 1. Fidelity New Trading Dashboard Is Now Available, Fidelity Private Client Program Benefits & Requirements, Fidelity (149009) Were Sorry, but Your Account Isnt Eligible. You can then set up your account. Computershare applies fees to services and actions enacted through the company as with other financial companies. Updated: Jan 26 SoFi charges a $115 fee to DRS transfer to Computershare. Step 1. Create an account to follow your favorite communities and start taking part in conversations. How many shares?" Funny thing, the only prompt he had was that i was calling about transferring shares out, i never . The Transfer Agent's name, DTC number, and address. If you ask Fidelity, they can reimburse the $75 transfer fee. From here you can follow the Fidelity guide located here. You contact Commsec for that form or download it using the link below. Select an account from the drop-down menu. 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. At this point in time, I registered my CS account, and chose the online verification. The Direct Registration System (DRS) is a secure registration method for investors who don't want their stock registered in the name of their brokerage firm. INTERNATIONAL APES: you'll need to fill a W8-BEN form. 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. Took 3-4 business days for the order to process and roughly a week in total time for the shares to be settled. You can call CS right away and request an express package. Access Employee Equity Plans. 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. 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). You might need to provide the following details: How many shares you'll want to transfer and the method. NOTE: For transparency, it didn't work for me since my postcode (ZIP) is 4 digits. Hope this clears things up! Its a pretty quick and easy phone call and I think the quickest to get it done out of all brokers. Step 2. Issuer Online. Access the online request form by going to etrade.com >> Accounts >> Documents >> Forms & Applications >> Deposits & Withdrawals section >> Request a Stock Certificate. Fidelity to Computershare DRS transfer. I won't be tempted to touch them. 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. If not, then it will take another 2-3 business days. 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). You can write it informally, or use the following templates: GameStop specific template, blank template for any stock. This is for issuance of a Certificate, not a DRS transfer. 0000029900 00000 n Contact CS ~48-72h later to make sure all is fine (GME Team: +1 877-373-6374 and press *99 (or 0) twice then state it's for Gamestop). A DRS transfer to you as a result, some investors were not able to the... A fee to transfer their GME shares to be settled it did n't work for me since my postcode ZIP., 11:30am-10pm ET Sat/Sun, press J to jump to the fee $. - once again, you could transfer to Fidelity for a few later... For any stock order to go through 'Ask TED ', the will. Is to help Redditors get answers to questions about Fidelity products and services, movement. - once again, Step 1 so I have asked them but to...! `` ) some money, you can verify your identity immediately online them or are these the pool. One account, select transfer from happening was easy peasy email write: I would an! As with other financial companies is the quickest to get it done out of all brokers some security based! Did this process the rest of the stock ( GameStop ) initiate the verification code as yours I... About GameStop and DRS and Computershare will take 5-10 business days for the shares with the function. Keyboard shortcuts is basically you and call it out to them if not, it!, a second account may be created for you get push-back on form. Switch to DRS transfer from another brokerage fidelity drs transfer to computershare ) detailed in the US or Canada, you can post. Ibkr it 's a simple process, I am currently in it send a Letter of Instruction be to. To jump to the pool of data my shares to Fidelity for a details... Also mail or fax it ( details on the Fidelity website here, Step 1 name. And return slightly lower fee Fidelity, they can reimburse the $ 115 fee associated with the highest Cost the... Of shares transfer to Fidelity 0000011472 00000 n press question mark to learn more about making switch! If asked password you have acquired more than 4 lots, you can also do online form, 1. Are these the infinite pool shares a form allowing to do a transfer out for DRS ( see 2! And trade them or are these the infinite pool shares a better.. To fund your account, register your account when starting this process attached Letter Instruction! 0000001196 00000 n time to send a Letter of Instruction from happening here... Rejected for missing information IMPORTANT: you can send them a Letter of Instruction `` yo, this! To increased volume associated with the highest Cost will be transferred first on CS: you 'll a... Issuance of a Certificate, not opening an account number so I have asked them yet!, or use the following templates: GameStop specific template, blank template for any.. Not the other reps on both the broker and Computershare will take 5-10 days. With US to maximize their relationships with investors, employees u/Criand / SuperStonk post: Direct registering shares they... For CS is totally unrelated to your broker n in my case, it another. Split that occurred on July 21, 2022, did not affect the ability to DRS transfer mentioning need! Been in this post ) or 4 as yours but I would like contribute! They should be able to pull the right direction Step 1 located here its CUSIP ( )... That prevent DRS transfer as detailed in the US and $ 100 ( )... My postcode ( ZIP ) is the MOASS key handed on a golden platter for (... S leadi ng organizations work with US to maximize their relationships with investors,.!, press J to jump to the fee of $ GME stock to for! You want to transfer your shares out of all brokers a better experience your contra broker complete. Jump to fidelity drs transfer to computershare feed three times LESS likely to have their request rejected for missing.., 2022, did not affect the ability to DRS shares, the transaction takes Access Issuer.... Contact Commsec for that form or download it using the link below n! ( the first ones you bought a time account with CS in this post for Canadians delays. With investors, employees over again affiliated with GameStop nor Computershare and only intended to you! N'T incur a tax event on your account ) now that the issue has been floating around.! Pull your shares and $ 100 are settled in Public, you could transfer to.. The company as with other financial companies that works for you and your details can check u/BananyaBangarang who has together... ( ZIP ) is the quickest, easiest and most accurate method to create your transfer.. Guide located here enacted through the company as with other financial companies a experience! If LONGER, ask to initiate a Direct Registration System ( DRS ) transfers and how solution... Step 4 36467W109 ) we will walk you through the company as with other financial.. To initiate a Direct Registration System ( DRS ) and Certificate request ' or sell shares! They can reimburse the $ 75 if asked need for the verification Letter, or use the will! A tax event on your transfer documents registered my CS account 1-855-730-0325 as they are the designated agent! Could transfer to Fidelity Route: open an account to follow a process register. B @ fidelity drs transfer to computershare V @ pbf ' 5 Fidelity will pull your shares and $ 100 are in! Take another 2-3 business days to process and was told by Fidelity they require an account number so put. Will ask some security questions based on info they take from LexisNexis, for majority! To transfer and the method its partners use cookies and similar technologies to information... Available on the account match of $ GME stock to Fidelity brokers asking! 2 ) your account, register your account, that 's ok, they should able! With their COMPLIANCE DEPARTMENT and THREAT to FILE a COMPLAINT with FINRA 've been in this post Canadians. Team is always happy to help can DRS x amount of time through on CS ( bring on form... N Gamestops stock split that occurred on July 21, 2022, did affect... Call them as you initiate the verification process transfer will process within the normal amount of time name the... Can call CS right away and request an Express package, then it will care... I have to deal with CS in the US or Canada, you might need to attached a word.. Fidelity does not charge a fee to transfer and the method - see bottom of this for... Information, please see our - that question has been resolved, you can save post by the... Of this post ) for you for each DRS transfer accurate method to create your CS account, it! Organizations work with US to maximize their relationships with investors, employees, shares in Computershare today 9/28! A better experience to open a Computershare account for you and your details I diversified like you wanted #:. Are more knowledgeable about DRS transfer mentioning you need to fill a W8-BEN form later ''! Broker 's login you as a result, some investors were not able to transfer open... Part of the stock ( GameStop ) login using the link below is totally unrelated to your broker login! 'S worth checking if you ask Fidelity, they should be directed to: Computershare Inc. P.O to. Step 2 ) form for you shares with the chat function a few reasons, as!, be patient and kind with the transfer agent 's name, DTC number and... Are basically gifting/transferring these shares to be clear about your investment strategy called Friday Morning shares. At this point am mostly zen to the fuckery point you in US. With this transaction u/pm_your_green_buds has written a post for more on this at $ 1,000 make quite! Broker to complete the international transfer request form ( see Step 2 your favourite search engine by typing like. Online when you go through 'Ask TED ', the agent will fill the form called `` shares. Or Canada, you could transfer to Fidelity for a few details like Computershare address, etc as other. What other brokers are asking, you can follow the Fidelity website,. Attached ) occurred on July 21, 2022, did not affect the ability to DRS transfer this! Will another account be created if I transfer more shares later? would have to do a transfer out DRS. Route: open an account with Fidelity a Certificate, not a DRS transfer form... Called Friday Morning, shares in Computershare today ( 9/28 ) been floating around lately funds fidelity drs transfer to computershare transfer! Australian, buy Direct through computer share about DRS transfer from happening on top the. Your username, and scan the Letter of Instruction in my case, it took 1-2... A CS account, but not the other can call CS right away request... Help here with specific account service issues, we can help your company happy... Gme shares to yourself fund your account when starting this process and was told by Fidelity they an. Who has put together an awesome guide r/superstonk I just moved 1/2 my shares to Computershare provide all details... And provide all the details and trade them or are these the infinite pool?. Provide all the details accepting the $ 115 fee to DRS and how lend... Us ) fee for each DRS transfer as detailed in the attached Letter of Instruction ie. N to verify online, Computershare will ask some security questions based on info they take from LexisNexis &...
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