Step 1. 0000015021 00000 n Your broker will transfer the shares based on your name and address. From here you can follow the Fidelity guide located here. 0000011728 00000 n You'll need to fill a letter of instruction. u/yolosapeien has done a really comprehensive guide on how to fill the form. Home Support Articles How to DRS Your GME Stock Share to Fidelity. ._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} First In, First Out aka FIFO - The first shares you bought will be transferred first. Its a pretty quick and easy phone call and I think the quickest to get it done out of all brokers. Buckle up. NOTE: You are basically gifting/transferring these shares to yourself. 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. Both transfers were great customer service and they have a happy customer. Click here to learn more about making the switch to DRS and how this solution can help your company.. Step 2. # 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. 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? 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. Individuals. You'll need a few details ready: Your Commsec Account referred as Pershing Account Number, the security name (GME), and the CUSIP (36467W109). All rights reserved. # NOTE: You don't need to open a CS account, Ally Invest will take care of it. 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. Employee Online. Up to you but feel free to download my letter template and fill in your details. Open an account with Fidelity. This is a repost of my initial DRS series. More than that, your broker is probably dodgy in one way or another. Then Confirm to submit the request. Step 1. Once scanned, send it via the secure message center in the Fidelity interface (when logged in). 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. I've made a blank template you can use here you can use as an attachment. Step 2. Basically, what lot do you want to transfer (date purchased, price, Symbol & CUSIP as per above), Section 3: Payment Method (make sure you have the funds), Step 1. Fidelity is super friendly and helpful for transferring to computershare. They will start the process. Step 1. For the reason for transfer, you can put something like "I want to register my GME shares with ComputerShare", Step 4. Thanks op. - That's true. This will be used to create your CS account. As the Company's transfer agent, Computershare keeps a record of your shares on the Company's register of owners. I'll get your DRS to Computershare for Gamestop going. All rights reserved. If you want to save some money, you could transfer to Fidelity for a slightly lower fee. Make sure you understand if that works for you and call it out to them if not. Login to your account and head to Help and Settings >> Forms and Applications >> Search for 'Outgoing partial transfer' and click 'e-sign'. 0000012089 00000 n 0000014651 00000 n Return. As stated above, they are not a broker yet the shares will show on your CS account, not your existing broker account. Call the CS US number on +1 877-373-6374 and press *99 (or 0) twice then state it's for Gamestop. Step 2. Print, fill and scan. When you receive the verification code letter: If you have any corrections, or know of any other brokers, please let us know through the. 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. 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. This site is not affiliated with GameStop nor Computershare and only intended to provide information about GameStop and DRS. You can certainly transfer your Gamestop shares from Computershare to Fidelity. Transfer Wizard is the quickest, easiest and most accurate method to create your transfer documents. When it asks you how you want to fund your account, select transfer from another brokerage. Step 2. 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. Getting a tracking number should take a day so you can call back and ask for it. In most scenarios, you'll be able to transfer vested shares, which are shares that are secured in your possession. As the Company's transfer agent, Computershare keeps a record of your shares on the Company's register of owners. Select an account from the drop-down menu. With your Letter of Instruction complete, write an email to: hello@public.com. Best to go buy a share on computer share then drs from fidelity. Hope this clears things up! Things you need to know and/or might need. For example, you might get push-back on the DRS transfer mentioning you need a CS account. You'd like Express Post ($35 for US / $45 for international). Step 4. The transfer process is quite simple. Answer security questions such as Social Security number, ZIP Code, name of the stock that you hold (GameStop). I have asked them but yet to receive a reply. Step 2. See below: Ticker: GME CUSIP: 36467W109 ComputerShare details: COMPUTERSHARE TRUST COMPANY, N.A. Create your account after shares have settled in 6-7 days. How many shares?" Funny thing, the only prompt he had was that i was calling about transferring shares out, i never . TLDR: Called Friday Morning, shares in Computershare today (9/28). DTC# 7807. 0000012256 00000 n If you are prompted by the automated system, say "stock certificates" to be connected with the correct Customer Service representative. This sexy ape called u/Bibic-Jr is keeping a good log of all brokers. This is outlined for each broker below and; The process with CS (ie: create your account, register your account). Once scanned, send it via the secure message center in the TDA interface (when logged in). The fastest solution is to create a ticket to a Secure Message Server. You can write it informally, or use the following templates: GameStop specific template, blank template for any stock. Please note, part of the process is to give a question with zero correct answers. At that point, they should be able to pull the right form and help you out. Follow the steps and submit. 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. Fidelity is a popular choice for being free and fast at direct . Head to Secure Mail to return the form. 0000002037 00000 n 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. ComputerShare is not some shady company. Make it clear you just transferred shares, do not have a registration yet, and don't want to wait for regular post. Obviously my experience might not be the same as yours but I would like to contribute this example to the pool of data. Make sure you can transfer your shares. Its important to make sure you evaluate if a DRS transfer is right for you. "I already have a CS account, will another account be created if I transfer more shares later?" Print, sign, and scan the Letter of Instruction. Step 2. Gamestops stock split that occurred on July 21, 2022, did not affect the ability to DRS shares of GME. Highest Cost - The shares with the highest cost will be transferred first. 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. Answer security questions such as Social Security number, ZIP Code, name of the stock that you hold (GameStop). ALSO IMPORTANT: You should check with your broker before transferring to another broker or CS as it could lead to your positions being sold/liquidated or your account being blocked during the process. You'll need your TDA Account #, Computershare's details (see above), Gamestop ticker (GME) plus some personal information. 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. All of my shares have been settled for a while. 2. ork with your contra broker to complete the International Transfer Request Form (see attached). Step 1. This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $100. Issuer Online. Step 4. Section 2: This is basically YOU and YOUR details. Click here to learn more about making the switch to DRS and how this solution can help your company. Direct Registration is the way. # 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'll need your Fidelity Account #, Computershare's details (Address and DTC #, see above), Gamestop ticker (GME) and CUSIP 36467W109 plus some personal information. Cookie Notice Provide all details to verify your identity + card details to pay for the Express request. Hm, so you telling me, that i can DRS even if Computershare doesn't represent in my country because IBKR does? Say: I want an outbound DRS transfer of my GME shares to Computershare. The Transfer Agent's name, DTC number, and address. How To Check Your Total Commissions & Fees on Fidelity. You can save post by clicking the banner in the upper right. 9 45 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. Each investor is responsible for their own decisions. Fidelity Total Price Improvement: What Is It? Contact your contra br oker and indicate to them that you hold shares in a Fidelity Stock Plan Account that you would like to transfer to your account with this contra broker. # Important: You need to have the $50 available on your account for the fees. Head to Contact Us and click on Secure Mail to return the form. For the process, You'll need to provide CS' details above (Address and DTC number). 0000020008 00000 n Look Smart $$$, I diversified like you wanted! 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. 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. As a result, a second account may be created for you. TLDR: This is an update done on 14 Sept 2021. From u/Criand / SuperStonk Post: Direct Registering Shares (DRS) is the MOASS key handed on a golden platter. Up to you but feel free to download my letter template and fill your details. You will most likely need to provide, Share Quantity and lot acquisition method. 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. One last thing, be patient and kind with the customer service reps on both the broker side and CS side. If you are in the US, you can follow this kick-ass guide from u/BananyaBangarang. xref Step 1. In GameStop's case that's: Computershare US. Is that possible? The Transfer Wizard will provide step-by-step instructions, walk you through the transfer process and assist you in completing the online form. Obviously, my IQ is around 3, the same as Stevie C's dick size and I regularly eat crayons for breakfast so this is NOT financial advice. This can be handwritten or typed, but it must be signed with wet ink. I'm Diego, 38, and I currently reside in New York. However, only whole shares will transfer. 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. Check it out and don't hesitate to drop names like IIROC (as they regulate WS and some brokers). Thought I'd make some bad charts for you visual apes to show what happens when shares are direct registered. Manage your share portfolio, update your details, access tax forms, view balances and more. 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? Step 3. For more information, please see our Step 2. Once your your shares and $100 are settled in Public, you can send them a Letter of Instruction. For some of these DRS, you'll need a few details like ComputerShare address, etc. 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. You need to use CAPITAL LETTERS and BLACK INK. Someone made a post where he transferred some shares and sold one and the timeframes. Don't risk delays. For some of these DRS, you'll need a few details like ComputerShare address, etc. Your account number, full name, SSN/Tax ID. You'll need to set up your account with personal details, 3 security questions and a password. Send them an email along with the attachment. See page 14 for contact information. 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. Fidelity will pull your shares from Public. 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 can be handwritten or typed, but it must be signed with wet ink. As a result, a second account may be created for you. Just head to 'Contact us' and click on 'Secure Mail'. Computershare Trust Company, N.A., P.O. When you transfer or sell DRS shares, the transaction takes 0000009651 00000 n Edit: I'm putting a strikethrough this Avanza process as it's been outlined that Avanza is now claiming they can't do a transfer unless a CS account is open. Direct link for TDA form: https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf. 0000027795 00000 n Someone in another specific stock related subreddit is writing a how-to for DRSing ira shares, it sounds like there's some tax id setup required. This can be handwritten or typed, but it must be signed with wet ink. 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. DRS is share ownership without paper stock certificates. Press question mark to learn the rest of the keyboard shortcuts. Call 1-800-387-2331. A DRS transfer shouldn't take more than 3-7 days. %PDF-1.4 % You gotta be patient unless you ain't (see below if that's the case). Direct Register Shares from Fidelity Updated: Jan 26 Once your shares are settled in Fidelity: Call Fidelity at 800-343-3548, or use their online chat support ( https://www.fidelity.com/customer-service/contact-us ). Step 2. Hours: 7am-10pm ET M-F, 11:30am-10pm ET Sat/Sun, Press J to jump to the feed. For a successful DRS transfer, your Fidelity account must also be in good standing, and there is no margin debit balance. 0000003169 00000 n Reddit and its partners use cookies and similar technologies to provide you with a better experience. Once your your shares and $100 are settled in Public, you can send them a Letter of Instruction. So read the questions carefully. r/Superstonk I just moved 1/2 my shares to Computershare and it was easy peasy! Just call them as you initiate the verification process. Indicate the number of shares for which certificates should be issued or a DRS transfer should be processed. The date now is Friday, September 24. 0000023128 00000 n Simply return your forms (and. Updated: Jan 26 SoFi charges a $115 fee to DRS transfer to Computershare. This time it will be 98% of my shares instead of 30%. 0000025552 00000 n Computershare applies fees to services and actions enacted through the company as with other financial companies. Part 2 will focus on BMO, Disnat, Questrade, RBC Direct Investing, Scotia iTrade, SoFi, Tastyworks, TD Canada, TIAA, Tradezero. 0000028985 00000 n Check the box next to the security for which a certificate should be issued or a DRS transfer should be processed. Fidelity will pull your shares from Public. 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. Do your DD. Step 2. NOTE: You can also request Express to receive that special code. Box 505005 Louisville, KY 40233-5005 (888) IBM-6700 (United States, Canada and Puerto Rico) (781) 575-2727 (all other areas) ibm@computershare.com If you are ready to start the process of direct registration (DRS) for a non-retirement Fidelity account, please give us a call. To verify online, Computershare will ask some security questions based on info they take from LexisNexis. This is for issuance of a Certificate, not a DRS transfer. 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. We have found that holders who use the Transfer Wizard are three times LESS likely to have their request rejected for missing information. Questions on transferring IBM stock should be directed to: Computershare Inc. P.O. When it asks you how you want to fund your account, select transfer from another brokerage. To make sure you evaluate if a DRS transfer are basically gifting/transferring these shares to Computershare with... Account after shares have settled in 6-7 days the right form and help you out them... Be transferred first there is no margin debit balance n't want to wait for regular post &... Call and I think the quickest to get it done out of all brokers 0000003169 00000 n applies... Hm, so you can write it informally, or use the Agent! Out and do n't want to fund your account after shares have settled in Public, you could to. Verify online, Computershare will ask some security questions such as Social security number, and I currently in! If not not affiliated with GameStop nor Computershare and only intended to CS. To drop names like IIROC ( as they regulate WS and some brokers.... See attached ) tax forms, view balances and more fill your details 3! Margin debit balance on info they take from LexisNexis are basically gifting/transferring shares... Your details out to them if not ork with your Letter of Instruction the of. Take more than 3-7 days to: Computershare Inc. P.O step-by-step instructions, walk you through the company as other. Solution can help your company this example to the feed I 'd make some bad charts you... Set up your account, not a broker yet the shares with the service..., part of the stock that you hold ( GameStop ) shares from Computershare Fidelity! Full name, SSN/Tax ID transfer, your broker will transfer the shares will show on your CS,! Here to learn the rest of the stock that you hold ( GameStop.. Is basically you and call it out to them if not the online form in GameStop 's case that the! My initial DRS series transferred some shares and $ 100 are settled Public! On your name and address a while help you out missing information + card details to verify online, will... Case that 's: Computershare Inc. P.O Sat/Sun, press J to jump to the pool of data on Sept... Cs side moved 1/2 my shares to Computershare + card details to pay for the fees will transfer shares! Some shares and $ 100 are settled in Public, you & x27... Capital LETTERS and BLACK ink transferred first Called Friday Morning, shares in Computershare today ( )... Transfer Wizard is the quickest to get it done out of all brokers for you and call it and... Provide CS ' details above ( address and DTC number, and I currently reside in York... Is to create your CS account a post where he transferred some shares sold! Details to pay for the process is to give a question with zero correct.! Sign, and address a question with zero correct answers show on your CS account, your! Use CAPITAL LETTERS and BLACK ink these DRS, you can use you! The MOASS key handed on a golden platter to create your account, select transfer from brokerage. The fees by clicking the banner in the TDA interface ( when logged in ) can handwritten! Transfer from another brokerage +1 877-373-6374 and press * 99 ( or 0 ) twice then state it for. And actions enacted through the transfer Wizard is the quickest to get it done out of brokers! Yet, and address to the pool of data DRS to Computershare TDA form: https: //www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf fidelity drs transfer to computershare... After shares fidelity drs transfer to computershare been settled for a successful DRS transfer is right for you visual to! And the timeframes when it asks you how you want to fund your account ) 'll to... Up to you but feel free to download my Letter template and fill your. And press * 99 ( or 0 ) twice then state it 's for GameStop going Computershare (. He transferred some shares and sold one and the timeframes yours but I would like to contribute this example the... Ai n't ( see below if that 's: Computershare TRUST company, N.A WS and some ). Jump to the pool of data ET M-F, 11:30am-10pm ET Sat/Sun, press to! That you hold ( GameStop ) what happens when shares are direct registered CS details! Fee to DRS and how this solution can help your company shares, do not a. Drs shares of GME pay for the fees fill in your details to my! To you but feel free to download my Letter template and fill your details choice for being and. To Contact US and click on secure Mail to return the form do not have a CS.... You understand if that works for you your contra broker to complete the transfer... Post by clicking the banner in the US, you might get push-back on the DRS transfer of my DRS! I transfer more shares later? update done on 14 Sept 2021 just head 'Contact... But I would like to contribute this example to the security for a... Verification process question mark to learn more about making the switch to DRS GME... And click on secure Mail to return the form in my country because IBKR?. Friday Morning, shares in Computershare today ( 9/28 ) a popular choice for being free and fast direct! In good standing, and do n't hesitate to drop names like IIROC as! Template for any stock easy phone call and I currently reside fidelity drs transfer to computershare New York done a really comprehensive guide how... Address and DTC number ) more about making the switch to DRS your stock. Print, sign, and do n't need to provide you with a better experience case ) be. Three times LESS likely to have their request rejected for missing information in good standing, scan... As they regulate WS and some brokers ) located here created for you Cost - the shares show... Go buy a share on computer share then DRS from Fidelity SoFi charges $... In GameStop 's case that 's: Computershare Inc. P.O I currently in... Set up your account for the process with CS ( ie: create your transfer documents ll need a account. ; the process with CS ( fidelity drs transfer to computershare: create your account for the process is to create your,. Questions on transferring IBM stock should be issued or a DRS transfer is for issuance of a certificate should processed... Directed to: Computershare US will most likely need to set up your account number, ZIP Code name... 0000015021 00000 n Check the box next to the pool of data solution is to give question., share Quantity and lot acquisition method there is no margin debit balance from here you can follow kick-ass... Outbound DRS transfer should n't take more than that, your Fidelity account must also be in good,., Computershare will ask some security questions and a password which a certificate should be issued or a transfer. Twice then state it 's for GameStop going create a ticket to a secure message in. Create your account, register your account for the fees it must be signed with wet ink they have CS! Located here to provide you with a better experience with zero correct answers with the Cost! Fastest solution is to create a ticket to a secure message Server templates: GameStop specific template, blank you! From LexisNexis you ai n't ( see below: Ticker: GME CUSIP: 36467W109 Computershare details: Computershare P.O... Key handed on a golden platter Wizard will provide step-by-step instructions, walk you through the company with... Jan 26 SoFi charges a $ 115 fee to DRS your GME share... $ 100 are settled in 6-7 days experience might not be the as... Mark to learn more about making the switch to DRS your GME stock share to.... Stock that you hold ( GameStop ) of Instruction complete, write email... Typed, but it must be signed with wet ink point, they are not a broker the. Available on your CS account an attachment you through the company as with other financial.... Direct registered MOASS key handed on a golden platter and BLACK ink second may! Think the quickest to get it done out of all brokers that point, they are not a yet! Computershare TRUST company, N.A but feel free to download my Letter template fill! 'S: Computershare Inc. P.O technologies to provide information about GameStop and.. U/Yolosapeien has done a really comprehensive guide on how to Check your Commissions! An email to: hello @ public.com Notice provide all details to pay for the process is to give question! Outlined for each broker below and ; the process with CS ( ie: create your transfer documents existing account. Gamestops stock split that occurred on July 21, 2022, did not affect the to! To pull the right form and help you out as stated above they!, or use the following templates: GameStop specific template, blank template you can it! Reside in New York your your shares and $ 100 are settled Public. Computershare today ( 9/28 ) details, 3 security questions and a password open a CS account also be good... You telling me, that I can DRS even if Computershare does n't represent in my because... Will ask some security questions such as Social security number fidelity drs transfer to computershare ZIP Code, name of stock! ( GameStop ) show what happens when shares are direct registered the security for which a certificate should processed... And ask for it 0000025552 00000 n your broker will transfer the shares will show on your account. To set up your account, not a broker yet the shares based your...

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