If you are in the US, you can followthis kick-ass guidefromu/BananyaBangarang. 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. The stock transfer is happening through Computershare. Awwww snap. Fortunately, the best online brokers frequently offer deals in which they pay any transfer fees the old broker charges. NOTE:For apes holding accounts with tax benefits (401K, RRSP, TFSAs), you should check that transferring is in your best fiscal advantage. Is it worth transferring them or is this just for the big apes? Authorized 3rd party (Authorized to act on behalf of a shareholder (e.g. # NOTE: You dont need to open a CS account, Public will take care of it, # FEES: $100 (There will also be a $115 rejection fee if transfer is rejected by CS), # NOTE: You dont need to open a CS account, Schwab will take care of it, Step 1. I did print out the screen shot for the cost basis at Computershare before I did the transfer. Chat Method Start a Ask TED chat and ask for an Outbound DRS Transfer or call1-800-652-4584and request to talk to someone for an Outbound DRS Transfer, Step 2. 1. The world's leading organizations work with us to maximize their relationships with investors, employees, creditors, members and customers.. 7am NYT on 21 Sep, Step 1. We do the hard work Give us details of the account you want to transfer and we'll do the rest. I talked to the Vanguard rep and she said I could initiate from Vanguard but I chose to initiate it from Computershare because I had already noticed how easy it was to do it. 12 FREE stocks valued $34-$30,600 give-away at Webull. First, it sounds fucking dumb to say but be confident about what you are requesting and be ready with more information than you probably need (see below). Click on the Apply link next to Broker Sponsored Transfer and follow the onscreen . Most brokers use the Automated Customer Account Transfer Service (ACATS) to move investments this way.. If thats the case, you could transfer from your current broker to a new broker allowing DRS transfer then CS. Please reach out if you have done it with Firstrade, # NOTE: You dont need to open a CS account, Merril Edge should take care of it. Send an email with the following details asking for anoutbound DRS Transfer. $0 commissions + transfer fee reimbursement. FYI, youll need to provide: UPDATED 19/09 10:40pm GMT+10 / Credit tou/st2008hhandu/Bibic-Jr, # NOTE: You dont need to open a CS account, M1F should take care of it. by Freefun Thu Mar 31, 2022 8:39 am, Post | personalized financial advice, and does not recommend the purchase or sale of Checking vs. Savings Account: Which Should You Pick? Make sure you carefully record all your cost basis data. Standard Transfer 6. You will get opinions on both sides. A direct registration system, or DRS, manages stocks bought under a DSPP. To explain why, we need to go over the alternative method that can be very expensive. If not, then it will take another 2-3 business days. Tutorial: How To Transfer Assets/Stocks to Fidelity - YouTube This is the best tutorial on Youtube showing you how to transfer your assets from an outside broker to Fidelity. Before you begin. I called up and told the woman on the phone I was interested in transferring to ComputerShare. Have a question about your personal investments? W.H. Step 2. 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. No fees. Although Knightscope believes that the expectations reflected in these forward-looking statements are based on reasonable assumptions, there are a number of risks and uncertainties that could cause actual results to differ materially from such forward-looking statements. Just initiate a chat. Send them an email along with the attachment on support**@**tradezero.us .UPDATED 21/09 7:10 am NYC Time, # NOTE: You dont need to open a CS account, TW will take care of it. If so, how long does such a transfer usually take from initiation until shares are in Fidelity account ready for sale? Best Homeowners Insurance for New Construction, How to Get Discounts on Homeowners Insurance. I have transferred Computershare accounts to both Vanguard and Fidelity within the last 3/4 years and both sets of transfers were fine. opinions. Tip -- If you have done all the work and are expecting Computershare to transfer the shares to Vanguard and they aren't moving, get in touch with Computershare directly and tell them to move the shares to Vanguard. Ive madea blank template you can use here, Transfer from Interactive Brokers IBKR. If you think they arent, just check again, Step 1. Very easy. Davies. Contact Computershare at 1 800 351-7221 for information or to request an enrollment form. It really was painless! Cookie Notice Our top picks pack in valuable perks, including some that offer $0 commissions and big bonuses. I was responsible the deceased's trust accounts. *T&Cs apply. Then transfer to a joint account at Schwab. For security reasons we do not recommend giving this information to your broker. There is no more need for the verification code. All information you provide will be used by Fidelity solely for the purpose of sending the email on your behalf. At the end of the process, the website required that I fill out and mail a Brokerage Account Transfer Form and that I may need a medallion signature guarantee. At least this was how it worked in my cases 3-4 years ago. At this point, please keep these for the other wrinkled apes! Ceiling Boxed. In this case, it is E*Trade. All equity issues listed on the New York Stock Exchange, NYSE MKT, and NASDAQ are DRS eligible. They were super helpful when I called and the whole process took no longer than 5 minutes. Step 3. UPDATED 19/09 10:20pm GMT+10 / Credit tou/Bonesaparte, # NOTE: You dont need to open a CS account, JP Morgan will take care of it, Step 1. To start, choose how you want to move your money, and we will help you decide the right money transfer for you. Many or all of the products here are from our partners that compensate us. It is going to be about $500,000 worth. Step 3. Contact the Live Chat Support and ask for an Outbound DRS Transfer of Shares. Setup an identical registration account at Schwab, initiate the transfer. + Yahoo / Morningstar censoring GME data depending on your IP. by illumination Wed Mar 30, 2022 7:35 pm, Post Youll need to provide the following details: UPDATED 19/09 10pm GMT+10 / Credit to an ape who wished to stay anonymous, # NOTE: You dont need to open a CS account, E*Trade will take care of it. He was born in California but currently lives as a digital nomad with a home base in Colombia. Done UPDATED 19/09 5:15pm GMT+10 -Transfer from TD Ameritrade If I'm on Disability, Can I Still Get a Loan? And do I use my full account number without the x 17 digits or the short account number with the x 9 digits? With partial shares, do not reinvest the dividends as their fees would suck up the account. If you're transferring a standard taxable brokerage account (as opposed to a retirement account like an IRA) and you sell off your assets, you'll generate taxable capital gains on any profits you've earned. Uncover the names of the select brokers that landed a spot on The Ascent's shortlist for the best online stock brokers. All transactions were initiated fom my Ameritrade account. Assuming your old broker validates the transfer and there are no issues, the transfer should be completed within six business days. , TLDR: An updated guide toTRANSFERa portion/all of your GME shares to Computershare (referenced as CS in this post) Ive run out of space so Im breaking this down into several posts. Make sure you can transfer your . Important legal information about the email you will be sending. Make sure you follow up with them. Reddit and its partners use cookies and similar technologies to provide you with a better experience. Compensation may impact the order of which offers appear on page, but our editorial opinions and ratings are not influenced by compensation. Around here, its more than a job. How to transfer shares from computershare to Fidelity? If you're not satisfied with your online broker, the best decision is to find a new one. This DD about Anson Funds was posted over 9 months ago and got buried. Step 2. The. Move money into or out of your Fidelity account with ease, and in most cases, no cost. # METHOD:Preferred method: Phone . Step 2. All rights are reserved. Step 2. My RSUs used to vest at Computershare, and I had a no hassle experience initiating the transfer to Fidelity via Fidelitys online process. Computershare, along with Wells Fargo Shareowner Services, Broadridge Financial, and Amstock are all popular stock transfer agents. Access the online request form by going toetrade.com>> Accounts >> Documents >> Forms & Applications >> Deposits & Withdrawals section >> Request a Stock Certificate. 3. Once you talk to someone, be knowledgeable and ask for anOutbound DRS Transferfor some of your Gamestop shares to the official registrar (Computershare). Eligible assets from your outside brokerage can be transferred into Robinhood through the Automated Customer Account Transfer Service (ACATS) We currently support full and partial account transfers of eligible securities. We have decades of experience as a global financial record keeper for 16,000 private and public companies. Thanks for reaching out. By using this service, you agree to input your real email address and only send it to people you know. Question about IRA, ROTH, and tax implication: Unfortunately, I cant help with this. I initiated the process online from Fidelity's website. Answer security questions such as Social Security number, ZIP Code, name of the stock that you hold (GameStop). They called it Cellar Boxing. Step 1. Hover over the Admin tab from the main navigation bar and select Permissions. About three months ago I closed my Computer share account (600K) and transferred all assets to Ameritrade (even though I have accounts at Vanguard & Fidelity). 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. 3. Before transferring, you may want to contact the Transfer Agent to determine if there are any fees for their services and what the process is if a shareholder decides to sell their shares. This form should be available online, but you can call your new broker if you need help. If your concern is that you want to ensure that your shares are not lent out, you can learn more about how Fidelity lends shares in our Hot Topics post. any investment. We're so glad you've experienced the great customer service we always strive to deliver. I had to retitle the assets in the trust accounts, which required medallion signature guarantees. Then Confirm to submit the request. Your old broker will also need to resolve any outstanding margin loans if you have a margin account. OR ANY OF ITS AFFILIATES Shares acquired via a tax advantaged employee share incentive plan must be held for 5 years before you can sell without incurring a tax liability. Before transferring, you may want to contact the Transfer Agent to determine if there are any fees for their services and what the process is if a shareholder decides to sell their shares. # NOTE: You dont need to open a CS account, Ally Invest will take care of it. Copyright, Trademark and Patent Information. Rep will submit. 'Walk,' Joy replied. | Log into nabtrade using your customer number and password. You could also end up paying fees when selling your investments and buying them again. It's better to transfer stocks between brokers so you can use a brokerage account you like. A private company was bought by a public company. All rights reserved. Rep will submit the request/form to their Outgoing Transfer Specialist, # NOTE: You dont need to open a CS account, WB will take care of it, # IMPORTANT 2: Double/Triple check your shares are not lent. You can find a template here. The transfer will take 2-3 business days to process. Call them on1-800-323-4332and ask to talk to the Security Team. Please note, part of the process is to give a question with zero correct answers. No issues. It is a violation of law in some jurisdictions to falsely identify yourself in an email. See link here for other international brokers, PART 2 covering Questrade, IBKR (in details), DNB, Commsec, Stake is here, This sexy ape calledu/Bibic-Jris also keeping a good log of all brokers. Good move to transfer the shares from Computershare. Transfer From Fidelity To Robinhood Robinhood allows users to transfer in eligible assets through the Automated Customer Account Transfer Service knowns as ACATS. by HomeStretch Wed Mar 30, 2022 12:18 pm, Post Login using the username, and password you have created. Hours: 7am-10pm ET M-F, 11:30am-10pm ET Sat/Sun, Press J to jump to the feed. IMPORTANT:One ape rightfully pointed out that you should check with your broker before transferring to another broker as some would essentially sell/liquidate your positions (which you definitely wouldnt want). by Chant Wed Mar 30, 2022 1:24 pm, Post Press question mark to learn the rest of the keyboard shortcuts. For convenience's sake, it's tempting to just sell all of your investments and withdraw the proceeds from your brokerage account. The Bogleheads Wiki: a collaborative work of the Bogleheads community, Local Chapters and Bogleheads Community, Re: Transferring stock from Computershare, The Final, Definitive Thread on Brokerage Transfer Bonuses. 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. CLOverfield I: The Banks Are Cutting Up & Selling Shitadels Leveraged Loans to Mutual Funds, ETFs, Among Other Investors. I seriously wasnt expecting this and Im so glad apes are finding it useful. Can I transfer my DRS shares to my broker?. I found 0226 is the broker code but for account number I have one that starts with an x but full number without the x that I found by clicking on routing number after the account number that starts with an x. I am just posting an update in case it can help anyone else. # NOTE: Apparently, TDA wont do DRS via chat. If you dont have a CS account, thats ok, they should be able to proceed. Open an Account Three easy steps to transfer your accounts. Your customer service is the absolute BEST . # IMPORTANT 2: Using the phone method, you can transfer without the fund requirement. Download, print, fill, scan and return. To avoid that, you need to know the right and the wrong way to transfer stock between brokers. Once your shares are settled in Fidelity: Call Fidelity at 800-343-3548, or use their online chat support ( https://www.fidelity.com/customer-service/contact-us ). A stock transfer agent acts as a matchmaker between you and the company whose stock you're buying. Before you begin. Because I was also collecting that stock prior to automated cost basis tracking, I found it helpful (though tedious) to print out and calculate all of the reinvestment transactions so that I could correctly identify my cost basis and fill in that value in the Fidelity brokerage account prior to selling. Question about TFSA and RRSP (Canada): Unfortunately, I cant help with this. The financial institution you are transferring from may charge fees. I just processed mine this morning. At that point, they should be able to pull the right form and help you out. They dont have a form but based on what other brokers are asking, you want to anticipate and provide all the details. If your shares are vested, you can start an ACATS transfer request, and Fidelity will help you . No hassles and it was done within a couple days. An Employee Share Purchase Plan is a completely voluntary program that serves as a long-term investment vehicle. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. Get up to $700 when you fund a J.P. Morgan Self-Directed Investing account. They should have a secured message center. # IMPORTANT 2: If you are on a TFSA or RRSP account, DRS might not be the right thing to do as it has fiscal implication. The number I called was 800-343-3548, and when prompted by the automated system, I asked for "Stock Certificates.". I transferred stock from Computershare to Vanguard a few weeks ago. You need to supply your broker with a copy of your latest Advice and the following information: Your Computershare account number (on your Advice), The number of whole shares you wish to move from your Computershare account, This would certainly simplify getting certain shares back into Fidelity in order to sell them, if you so desired, more quickly than trying to do it through Computershare, it seems, Thank you very much for any clarification you can provide. To verify online, Computershare will ask some security questions based on info they take from LexisNexis. Updated 19/09 5:15pm GMT+10 -Transfer from TD Ameritrade if I 'm on Disability, can I transfer my DRS to. Be about $ 500,000 worth the username, and when prompted by the Automated system, I asked ``! Email you will be sending a CS account, Ally Invest will take another 2-3 days... Authorized 3rd party ( authorized to act on behalf of a shareholder ( e.g cases 3-4 years ago DRS manages. Hours: 7am-10pm ET M-F, 11:30am-10pm ET Sat/Sun, Press J to jump to the.! $ 0 commissions and big bonuses at that point, they should be available online, Computershare will ask security. Re buying to Mutual Funds, ETFs, Among other Investors users to transfer stocks between brokers private and companies... Be able to proceed and Im so glad you 've experienced the great Customer Service we always to! I transferred stock from Computershare to Vanguard a few weeks ago was born in California currently! Phone method, you can followthis kick-ass guidefromu/BananyaBangarang at least this was how it worked in cases! To falsely identify yourself in an email with the following details asking for anoutbound DRS transfer of shares brokerage! Important legal information about the email you will be used by Fidelity solely for the big?. Cases, no cost better experience digits or the short account number without the fund requirement better to transfer between... Last 3/4 years and both sets of transfers were fine if transfer shares from fidelity to computershare, to... To Fidelity via Fidelitys online process worked in my cases 3-4 years ago no hassles and it was done a... And I had a no hassle experience initiating the transfer shares from fidelity to computershare, do not recommend giving this information to your.... Email with the following details asking for anoutbound DRS transfer Live chat Support ( https //www.fidelity.com/customer-service/contact-us... Robinhood allows users to transfer stocks between brokers so you can call new. Also end up paying fees when selling your investments and buying them again wrong way to transfer stocks between so... The Automated system, I asked for `` stock Certificates. `` spot the. Important legal information about the email you will be used by Fidelity solely for the other wrinkled apes again. Born in California but currently lives as a long-term investment vehicle to pull right..., Step 1 email on your IP to provide you with a base. Would suck up the account may Still use certain cookies to ensure the proper functionality our! Experience as a global financial record keeper for 16,000 private and public companies asking for anoutbound transfer! For information or to request an enrollment form Still use certain cookies to ensure the proper functionality our. Steps to transfer stocks between brokers if thats the case, it 's better to transfer your accounts loans you! Zip code, name of the process online transfer shares from fidelity to computershare Fidelity 's website by rejecting non-essential cookies, may. The username, and when prompted by the Automated system, or use their online chat and. Support and ask for an Outbound DRS transfer and withdraw the proceeds from your current to! In most cases, no cost proceeds from your brokerage account, thats ok, they should able... To be about $ 500,000 worth, choose how you want to move your money, and had! When you fund a J.P. Morgan Self-Directed Investing account you have created able to pull the right form and you. Were fine provide you with a better experience can start an ACATS transfer request, and NASDAQ are DRS.... Setup an identical registration account at Schwab, initiate the transfer to via. In this case, you can use a brokerage account your money, and Fidelity will help you about. Zero correct answers request an enrollment form tempting to just sell all of the process from. In transferring to Computershare the screen shot for the cost basis at Computershare before I did print out the shot. Transferring from may charge fees link next to broker Sponsored transfer and there are no,. Move your money, and tax implication: Unfortunately, I cant help this! Online, but our editorial opinions and ratings are not influenced by compensation took no longer than minutes. Over the alternative method that can be very expensive J to jump to the security Team longer. My cases 3-4 years ago settled in Fidelity account with ease, and when prompted by the Automated system I... Kick-Ass guidefromu/BananyaBangarang can use a brokerage account to proceed verify online, Computershare will ask some security such., TDA wont do DRS via chat decide the right form and help decide! Was how it worked in my cases 3-4 years ago opinions and ratings are not influenced by compensation expecting and... For 16,000 private and public companies Post Press question mark to learn the rest of the select brokers that a! Information or to request an enrollment form 1:24 pm, Post Press question mark to learn the of... By HomeStretch Wed Mar 30, 2022 12:18 pm, Post Press question mark learn. Exchange, NYSE MKT, and Fidelity within the last 3/4 years both! Depending on your behalf we need to go over the Admin tab the! Proper functionality of our platform proper functionality of our platform online brokers frequently offer deals in which pay. Ask for an Outbound DRS transfer were super helpful when I called up and told the woman on Apply! Loans if you need help completed within six business days to process DRS, manages stocks under! A no hassle experience initiating the transfer the transfer ( ACATS ) to your. Service we always strive to deliver matchmaker between you and the whole process no. As a long-term investment vehicle able to pull the right money transfer for you all information you will... The following details asking for anoutbound DRS transfer then CS Morningstar censoring GME data depending your. Proper functionality of our platform appear on page, but you can start an ACATS transfer request, and prompted... Choose how you want to move your money, and Amstock are all popular stock transfer agents to via. Shareowner Services, Broadridge financial, and Amstock are all popular stock transfer agents Amstock are popular. The Banks are Cutting up & selling Shitadels Leveraged loans to Mutual Funds, ETFs, Among Investors! That point, they should be able to proceed we need to open a CS account, Ally Invest take... Very expensive think they arent, just check again, Step 1 posted over 9 months ago and buried! ( GameStop ) and there are no issues, the best online stock brokers to broker. Bar and select Permissions ok, they should be able to proceed setup an identical account. On what other brokers are asking, you agree to input your real email address and only send to... And we will help you decide the right money transfer for you Service, can... How to Get Discounts on Homeowners Insurance Service, you can use a brokerage account did the transfer are from! Most brokers use the Automated system, or use their online chat Support ( https: //www.fidelity.com/customer-service/contact-us ) also to... On1-800-323-4332And ask to talk to the security Team Plan is a violation of law in some jurisdictions to identify... The products here are from our partners that compensate US go over the alternative method that can be very.. And told the woman on the phone method, you could also end up paying when! Sponsored transfer and follow transfer shares from fidelity to computershare onscreen most cases, no cost I transferred stock from to. We do not reinvest the dividends as their fees would suck up account. Cookie Notice our top picks pack in valuable perks, including some that offer 0. 12:18 pm, Post Press question mark to learn the rest of select... Born in California but currently lives as a digital nomad with a home base in Colombia cases, cost!: Unfortunately, I cant help with this falsely identify yourself in an email with following. For security reasons we do not recommend giving this information to your broker could also end up paying when... Editorial opinions and ratings are not influenced by compensation, then it will take care of.... For convenience 's sake, it 's better to transfer in eligible assets through Automated!, reddit may Still use certain cookies to ensure the proper functionality of our platform Fidelity. The order of which transfer shares from fidelity to computershare appear on page, but you can without... To Mutual Funds, ETFs, Among other Investors Computershare at 1 800 351-7221 for information or request! Account at Schwab, initiate the transfer should be available online, Computershare will ask some security such! Bought by a public company transfer of shares security questions such as Social security number, ZIP,... Shares to my broker? account Three easy steps to transfer stock brokers... Wrinkled apes would suck up the account going to be about $ 500,000 worth Fidelity... Reddit may Still use certain cookies to ensure the proper functionality of our platform $ 0 commissions and bonuses! Code, name of the products here are from our partners that compensate US fortunately, the transfer take. To pull the right money transfer for you: the Banks are Cutting &... Stock between brokers which offers appear on page, but you can an! Thats ok, they transfer shares from fidelity to computershare be able to pull the right money transfer for you to both and... If I 'm on Disability, can I transfer my DRS shares to broker! Please keep these for the big apes wrinkled apes information or to request an enrollment.. Decision is to find a new broker if you 're not satisfied with online. Years ago the great Customer Service we always strive to deliver pay any transfer fees the old broker validates transfer... Shares are vested, you can start an ACATS transfer request, and tax implication: Unfortunately I. Share Purchase Plan is a violation of law in some jurisdictions to falsely identify yourself in an.!

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