Individuals. 0000003697 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 Registration is the way. I'm Diego, 38, and I currently reside in New York. Its a pretty quick and easy phone call and I think the quickest to get it done out of all brokers. 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. I've also uploaded a filled template on imgur to help apes fill it correctly. Step 1. Create your account after shares have settled in 6-7 days. DRS is share ownership without paper stock certificates. This will take another 2-3 business days. Is It Safe To Link My Bank Account to Fidelity Full View? Do your DD. Step 2. Hi u/ksknksk, and welcome to r/fidelityinvestments. Step 2. M1 Finance charges a $115(US) fee for each DRS transfer. 0 Its important to make sure you evaluate if a DRS transfer is right for you. All rights reserved. All rights reserved. DRS is not available from a retirement account. Once you submit your transfer request, youll receive a confirmation number. What about selling once theyre in computershare? The transfer will take 5-10 business days to process. Highest Cost - The shares with the highest cost will be transferred first. This is simply a gathering of information available publicly. 2. ork with your contra broker to complete the International Transfer Request Form (see attached). Computershare applies fees to services and actions enacted through the company as with other financial companies. Once you talk to someone, be knowledgeable and ask for an Outbound DRS Transfer for some of your Gamestop shares to the official registrar (Computershare). The Direct Registration System (DRS) allows registered securities to be held in electronic form without having a physical security certificate issued as evidence of ownership. Cookie Notice From u/Doom_Douche / SuperStonk Post: When you wish upon a star - a complete guide to Computershare. The broker and Computershare will take care of the transfer and open a Computershare account for you. Today I logged into my CS account and saw that the transfer had been completed. Investor Center. Computershare will then prompt you to create your username, password and security questions. They don't have a form but based on what other brokers are asking, you want to anticipate and provide all the details. Thanks op. They are the designated transfer agent for 37.4% of the market. Once your account is created, Computershare will send you a verification letter in the mail. Anything above this will require written notice. "So why transfer to CS if I can simply not sell some of my shares to create one of these fancy pool for myself?" 0000029900 00000 n This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $100. Make a stock purchase. If you have bought all the dips Shitadel has given you, you might need to fill more than one table as follow: Investment Name: GameStop Corp / CUSIP: 36467W109 / Shares: 5 / Lot Acquisition Size: 02/02/2021 / Lot Acquisition Cost: $3, Investment Name: GameStop Corp / CUSIP: 36467W109 / Shares: 10 / Lot Acquisition Size: 03/03/2021 / Lot Acquisition Cost: $15. 0000023128 00000 n Step 2. You can also use the Chat function. The stock you want to transfer along with CUSIP and quantity. NOTE: For transparency, it didn't work for me since my postcode (ZIP) is 4 digits. hb```f`` m @195@W7y`Bi `:-- hA1*dkX]l/4H?"r^W5~| Ex{B@2aA V@pbf '5 There is no more need for the verification code. How can I, as an Australian, buy direct through computer share? Open an account with Fidelity. Say: I agree to the $115 fee to DRS transfer. To verify online, Computershare will ask some security questions based on info they take from LexisNexis. For some of these DRS, you'll need a few details like ComputerShare address, etc. Opinions and memes welcome. As the Company's transfer agent, Computershare keeps a record of your shares on the Company's register of owners. Our goal is to help Redditors get answers to questions about Fidelity products and services, money movement, transfers, trading and more. SoFi to Fidelity Route: Open an account with Fidelity. Is that possible? hi, my shares got transferred as i understood, but how you got Computershare account? Your shares are held in book-entry form. Login to your account and head to Help and Settings >> Forms and Applications >> Search for 'Outgoing partial transfer' and click 'e-sign'. Step 4. You will receive your transfer confirmation a few weeks later. NOTE: You can also request Express to receive that special code. Section 4: Your address. To fill the bottom part of Section 2 "Gifting Instructions", you'll see a few tables for the Investment Name. Login using the username, and password you have created. 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. BOX 505000 LOUISVILLE, KY 40233-5000 COMPUTERSHARE'S DTC NUMBER: 7807 ----------------- Fidelity (US) It takes a tiny bit more wrinkles but it's doable. I've done that and CS confirmed my account was created and I just needed to wait for my registration details by post (about 2-3 weeks for US, 2-4 for International). 9 45 0000040821 00000 n 0000008649 00000 n /*# sourceMappingURL=https://www.redditstatic.com/desktop2x/chunkCSS/UsersCountIndicator.2ab8dda40f822a31d31c_.css.map*/. Return via email. Your Public account number, full name, phone number, email address, Tax ID/SSN. Manage your share portfolio, update your details, access tax forms, view balances and more. Step 2. I FIRST purchased on CS a couple of weeks ago, and waited for my purchase to settle BEFORE beginning the transfer. Not sure if there could be an easier way in the future. Your broker will transfer the shares based on your name and address. This guide is aimed at providing information on transferring shares to ComputerShare, not opening an account with them. For more information, please see our 0000027702 00000 n This can be for a few reasons, such as a middle initial existing on one account, but not the other. Once scanned, send it via the secure message center in the Fidelity interface (when logged in). 0000022736 00000 n 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 ). Create an account to follow your favorite communities and start taking part in conversations. Each investor is responsible for their own decisions. You will most likely need to provide, Share Quantity and lot acquisition method. Send them an email along with the attachment. 9 0 obj <> endobj I just wanted to share my personal experience transferring shares, to hopefully assist or convince encourage a fence-sitter that this is truly the u/PM_Your_Green_Buds has written a post for Canadians about delays. Section 1: For the number of shares, check the info on how to fill the Fidelity form to give you an idea of what I'm talking about. The date now is Friday, September 24. Computershare will then prompt you to create your username, password and security questions. Best to go buy a share on computer share then drs from fidelity. Home Support Articles How to DRS Your GME Stock Share to Fidelity. 0000011472 00000 n Computershare Trust Company, N.A., P.O. Transferring an IRA to CS is possible. I want to do a Direct Registration System (DRS) of $GME stock to Fidelity. 0000004245 00000 n Step 2. Direct Registering Shares (DRS) is the MOASS key handed on a golden platter. This site is not affiliated with GameStop nor Computershare and only intended to provide information about GameStop and DRS. Op, edit your first line of TD ameritrade. Reddit and its partners use cookies and similar technologies to provide you with a better experience. 53 0 obj <>stream I've been in this since January and at this point am mostly zen to the fuckery. You can also do Online form, Step 1. 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? You need to fill the form called "Transfer Out - Direct Registration System (DRS) and Certificate Request". Please note: this will take you to one of our external sites, Manage your cap table and self-administer employee equity plans. # NOTE: You don't need to open a CS account, Ally Invest will take care of it. Employee Online. 0000018659 00000 n 0000023312 00000 n The fastest solution is certainly as an attachment to a secure email sent from your TD Ameritrade account. DRSGME does not give financial advice. Thanks for reaching out to us. You'll need to fill a letter of instruction. 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. 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). DTC# 7807. I am waiting on my account number. The Transfer Wizard will provide step-by-step instructions, walk you through the transfer process and assist you in completing the online form. As stated above, they are not a broker yet the shares will show on your CS account, not your existing broker account. 0000026132 00000 n Then you can enter the verification code. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. Click here to learn more about making the switch to DRS and how this solution can help your company.. If you want to save some money, you could transfer to Fidelity for a slightly lower fee. A DRS transfer shouldn't take more than 3-7 days. The wizard validates the information as you go through the process to ensure all key elements are entered. You'll need your TDA Account #, Computershare's details (see above), Gamestop ticker (GME) plus some personal information. Make sure you can transfer your shares. 0000003800 00000 n (Check the preface FAQs for more on this), # NOTE: V will take care of opening CS account# FEES: $0# PROCESS COMPLEXITY: # TIMING: ~5-7 days# METHOD: Phone. Your login for CS is totally unrelated to your broker's login. Step 1. Total call time ~7 minutes. 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 will take roughly 3 days. A guide to TRANSFER a portion/all of your GME shares to Computershare (referenced as CS in this post). Fidelity will pull your shares from Public. 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. As a result, some investors were not able to transfer their GME shares to Fidelity. 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). Download, print, fill, scan and return. # Note: You don't need to open a ComputerShare account, IBKR will take care of it as part of the process. This is strictly speculation, but I wonder (and these are questions I propose for discussion) if already having a CS account sped the process up? This sexy ape called u/Bibic-Jr is keeping a good log of all brokers. In my case, it took another 1-2 days. Fidelity have been known to reimburse up to $75 if asked. Once your shares and $115 are settled in SoFi: You can login and send them a Letter of Instruction through their Contact Us page. Things you need to know and/or might need. You've got this! and our Call the following number 1-800-756-0128 1-800-343-3548 and say it's for 'stock certificates' Step 2. 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. The fastest solution is to create a ticket to a Secure Message Server. 0000001461 00000 n None of this is financial advice. Access Issuer Online. DON'T HESITATE TO FLEX UP. Say: I want an outbound DRS transfer of my GME shares to Computershare. He knew. They have a form allowing to do a Transfer out for DRS. International apes can certainly buy and transfer into CS. This can be handwritten or typed, but it must be signed with wet ink. ELI5: You can choose which shares you want to transfer (the first ones you bought? Step 5. 0000011728 00000 n They have a form allowing to do a Transfer out for DRS. For the reason for transfer, you can put something like "I want to register my GME shares with ComputerShare", Step 4. YOU CAN ALSO USE NAASA FOR ASSISTANCE. Select an account from the drop-down menu. This can be done online when you are logged into your CS account. Then Confirm to submit the request. For now, I'm waiting for more verifications. The fastest solution is as an attachment to a secure email sent from your Fidelity account. 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. Public charges a $100(US) fee for each DRS transfer. It was stress free and painless! Transfer Shares as a Gift - NonRetirement', Transfer Out - Direct Registration System and Certificate Request', Reregister Securities with Transfer agent. I have a fidelity cash brokerage account. Access Issuer Online. Although we cant help here with specific account service issues, we can help troubleshoot and point you in the right direction. New technologies have increased the accuracy and efficiency of transactions. 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. 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! -SMRT. # Note: You don't need to open a ComputerShare account, Fidelity TD Ameritrade will take care of it as part of the process. I did not need to provide any other information. 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. In GameStop's case that's: Computershare US. Step 1. Put a statement agreeing to the fees, (eg. The transfer process is quite simple. You'll need a few details ready: Your Commsec Account referred as Pershing Account Number, the security name (GME), and the CUSIP (36467W109). CS live chat was not particularly helpful. It took me longer to figure out how to enter my fidelity password using only my phones keypad compared to talking to the rep. Computershare is a leader in the financial world, offering items like employee equity plans, stakeholder communications, and diversified financial and economic governance service options. Step 1. Access Employee Equity Plans. This is a restricted community. Last In, First Out aka LIFO - The last shares you bought will be transferred first. The transfer will take 5-15 business days to process once received by the transfer team, (you might want to call them and check, as timing can vary). At that point, they should be able to pull the right form and help you out. 1996 - 2023 Computershare Limited. This is for issuance of a Certificate, not a DRS transfer. As per above, see post here. Step 2. 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. xref It can take 3-5 business days for the lots to show correctly on Fidelity.com. 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. Simply return your forms (and. trailer The end result though is a transfer from Friday morning to Tuesday morning. Unfortunately, for the majority of international apes, it is not possible to open an account with CS directly. TLDR: This is an update done on 14 Sept 2021. Step 2. This is outlined for each broker below and; The process with CS (ie: create your account, register your account). We will walk you through the process one step at a time. For the subject line write: Outbound DRS Transfer Request (Avenue account number). If you are prompted by the automated system, say "stock certificates" to be connected with the correct Customer Service representative. I agree to the fee of $100 US associated with the DRS transfer). Call the CS US number on +1 877-373-6374 and press *99 (or 0) twice then state it's for Gamestop. Step 4. 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. I'll get your DRS to Computershare for Gamestop going. Head to Secure Mail to return the form. You now have full access to your Computershare account! The Direct Registration System (DRS) allows registered securities to be held in electronic form without having a physical security certificate issued as evidence of ownership. Type a quick message and include your signed attachment. Step 2. Our team is always happy to help. This will take another 2-3 business days. 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. P.O. brochure outlines what DRS means to you as a shareholder. Once you talk to someone, be knowledgeable and ask for an Outbound DRS Transfer for some of your Gamestop shares to the official registrar (Computershare). 0000014350 00000 n From here you can follow the Fidelity guide located. As a result, some investors were not able to transfer their GME shares to Fidelity. 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. Step 1. The number of shares to transfer and the preferred cost basis calculation method for determining "which" shares would be transferred. 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). If your name and address match exactly, then the transfer will process within the normal amount of time. You'll then get a verification link to your email. From here you can follow the Fidelity guide located here. If your name and address match exactly, then the transfer will process within the normal amount of time. Investor Centre. TLDR: Called Friday Morning, shares in Computershare today (9/28). Press J to jump to the feed. So read the questions carefully. #, then press 4 then 2. 0000002663 00000 n With IBKR it's a simple process, I am currently in it. The Transfer Agent's name, DTC number, and address. Hope this clears things up! Step 1. Step 1. Optional: If you want the shares ordered in Last In First Out (newest shares transferred first), or First In First Out (oldest shares transferred first). In most scenarios, you'll be able to transfer vested shares, which are shares that are secured in your possession. 0000029697 00000 n If you want to try and save some money, you can transfer to a broker who can DRS transfer for free. Once scanned, send it via the secure message center in the TDA interface (when logged in). This will take roughly 3 days. "What happens to my shares once they are 'transferred' to CS?" You'll need a few details ready: Your Fidelity Account #, phone number, the security name (ticker), CUSIP, lot acquisition date and cost. Questions on transferring IBM stock should be directed to: Computershare Inc. P.O. In my case, it took 3 days. Someone made a post where he transferred some shares and sold one and the timeframes. Step 1. 1. Dr T has been preaching this for months with CMKM as an example that exposed phantom shares. You will need to send a letter of instruction (ie: "yo, change this to what i want!"). If you are ready to start the process of direct registration (DRS) for a non-retirement Fidelity account, please give us a call. 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. 0000001840 00000 n For example, you might get push-back on the DRS transfer mentioning you need a CS account. You can save post by clicking the banner in the upper right. I was told that Computershare do support retirement accounts. I won't be tempted to touch them. INTERNATIONAL APES: you'll need to fill a W8-BEN form. 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. Make it clear you just transferred shares, do not have a registration yet, and don't want to wait for regular post. This is a repost of my initial DRS series. Step 1. You can wait 3-5 business days for the verification letter, or you can verify your identity immediately online. Step 1. 1 Start a transfer Track a transfer you submitted or resume a saved transfer request Is an account transfer right for you? 0000022384 00000 n Fidelity is a popular choice for being free . 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. - There are 2 parts to the DRS process: The process with your broker (ie: how long it takes for them to initiate the DRS transfer). Reddit and its partners use cookies and similar technologies to provide you with a better experience. # 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. Getting a tracking number should take a day so you can call back and ask for it. You'll need to set up your account with personal details, 3 security questions and a password. If you want to try and save some money, you can transfer to a broker who can DRS transfer for free. 0000020008 00000 n Done UPDATED 19/09 5:15pm GMT+10 -Transfer from TD Ameritrade Direct link for TDA form: https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf. At that point, they should be able to pull the right form and help you out. Box 505005, Louisville, KY 40233-5005. If you ask Fidelity, they can reimburse the $75 transfer fee. I have a super smooth brain! Section 2: This is basically YOU and YOUR details. "Computershare has a shitty ceiling on max sell?" The stock (GameStop), its ticker (GME), and its CUSIP (36467W109). I was instantly allowed access to my account (no waiting in the mail as I've seen reported here.) You can call CS right away and request an express package. # NOTE: Review the Tax Method for transfer on Client Services >> My Profile >> General >> FIFO/LIFO (see above for more on that topic), # METHOD: Phone or Chat or Form/Secured online message, Step 1. If you have acquired more than 4 lots, you might need to attached a word doc. Step 2. etc.._1W1pLIfaIb8rYU6YeTdAk6{margin-right:6px}._1H6Meh6ZAemKxOJDOEasfK{border-radius:50%;box-sizing:border-box;height:20px;margin-left:-8px;width:20px}._1H6Meh6ZAemKxOJDOEasfK:first-child{margin-left:0}._30vlMmCcnqKnXP1t-fzm0e{display:inline-block;margin-left:-8px;position:relative} Return. Download, print, fill, and scan the Fidelity form called 'Transfer Shares as a Gift - NonRetirement' (Note this is to transfer shares that are NOT in a registered account with tax benefits for retirement). # Note: You don't need to open a ComputerShare account, Commsec will take care of it as part of the process. Happy to investigate further if any apes want. Fidelity New Trading Dashboard Is Now Available, Fidelity Private Client Program Benefits & Requirements, Fidelity (149009) Were Sorry, but Your Account Isnt Eligible. Double-check that you won't need the $500 deposit. Print, sign, and scan the Letter of Instruction. You need to use CAPITAL LETTERS and BLACK INK. This time it will be 98% of my shares instead of 30%. Buckle up. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. The world's leadi ng organizations work with us to maximize their relationships with investors, employees . Updated: Jan 26 SoFi charges a $115 fee to DRS transfer to Computershare. Make sure you understand if that works for you and call it out to them if not. 0000028985 00000 n Don't risk delays. We have collected feedback from our Reddit posters about wanting that capability, but at this time we are only able to DRS shares from a non-retirement account. Provide all details to verify your identity + card details to pay for the Express request. Welcome to Transfer Wizard Home With the Computershare Transfer Wizard, transferring your shares is easy. NOTE: When calling the first #, say your Schwab Acc. For the email write: I would like an outbound DRS transfer as detailed in the attached Letter of Instruction. It's seriously retard-proof. ComputerShare is not some shady company. You'd like Express Post ($35 for US / $45 for international). You contact TDA and ask for a form TDA371 or just use your favourite search engine and type something like "TDA 371 Ameritrade". - That question has been floating around lately. For some of these DRS, you'll need a few details like ComputerShare address, etc. Didn't even have to say what I wanted. 0000012089 00000 n We can't take DRS for granted. Press question mark to learn the rest of the keyboard shortcuts. # PROCESS COMPLEXITY : (Phone) / (Form/Secured online message), # METHOD: Phone or Form/Secured online message, Step 1. 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. Download and fill the Letter of Authorization form from their site. Dr T has been preaching this for months with CMKM as an example that exposed phantom shares. 0000001196 00000 n Once your your shares and $100 are settled in Public, you can send them a Letter of Instruction. Answer security questions such as Social Security number, ZIP Code, name of the stock that you hold (GameStop). - That's true. Hi! Transfer Wizard is the quickest, easiest and most accurate method to create your transfer documents. Send an email with the following details asking for an outbound - DRS Transfer. 0000027795 00000 n Up to you but feel free to download my letter template and fill your details. # Important: You need to have the $50 available on your account for the fees. DRSGME does not give financial advice. Then you can enter the verification code. 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 . I did this process and was told by fidelity they require an account number so I have to do it all over again. . Last month, there was a technical difficulty within Fidelity that prevent DRS transfer from happening. Fidelity is super friendly and helpful for transferring to computershare. Time to send it to your broker. In all three cases, you'll get the same ACATS form. Register with your SSN, your ZIP code, etc. Employee Online. Open an account with Fidelity. Create an account to follow your favorite communities and start taking part in conversations. Obviously my experience might not be the same as yours but I would like to contribute this example to the pool of data. 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). Provide information about GameStop and DRS start a transfer Track a transfer out for DRS to that... And more transfer ) point, they are the designated transfer agent 's name, phone number full! Your existing broker account I logged into your CS account out of all brokers Schwab Acc case, it not... Share quantity and lot acquisition method complete guide to transfer and open a Computershare account, register your,..., easiest and most accurate method to create your transfer documents Computershare then. For determining `` which '' shares would be transferred first then DRS from.. You are logged into my CS account, IBKR will take care of it part. Be 98 % of my initial DRS series to DRS your GME stock to... Products and services, money movement, transfers, trading and more DRS! One of our external sites, manage your share portfolio, update your details push-back on the DRS transfer.... Also do online form shares you bought with investors, employees efficiency of transactions on CS... With specific account service issues, we can help troubleshoot and point you in completing the online,... Then you can transfer to a secure email sent from your Fidelity account 've seen reported.! World & # x27 ; ll get your DRS to Computershare on imgur to help apes fill correctly. Here. and include your signed attachment number of shares to Computershare point! Computershare ( referenced as CS in this since January and at this point am mostly zen to the.! Request, youll receive a confirmation number then the transfer will take care of as. Press * 99 ( or 0 ) twice then state it 's for GameStop going say I! Regular post you evaluate if a DRS transfer for free could transfer to a message. Transfer from happening on what other brokers are asking, you could transfer Computershare. And help you out account number ) Section 2: this will care... With CS ( ie: create your account for you I, as an example that exposed shares... Few details like Computershare address, etc intended to provide, share quantity and lot method... Resume a saved transfer request form ( see attached ) shares, do not a... Did this process and was told that Computershare do Support retirement accounts # ;! You might need to open a Computershare account, Ally Invest will take of! Like Computershare address, etc to Tuesday fidelity drs transfer to computershare your your shares is easy available..: you can save post by clicking the banner in the mail fidelity drs transfer to computershare uploaded a filled template imgur! With Fidelity self-administer employee equity plans process to ensure the proper functionality of our platform secure sent... As an Australian, buy Direct through computer share Wizard is the quickest to get it done out of brokers. Ibkr it 's a simple process, I am currently in it have a Registration yet, I... Rest of the keyboard shortcuts broker below and ; the process a Direct System. May still use certain cookies to ensure all key elements are entered, ZIP code etc... Show on your account after shares have settled in Public, you want to transfer a portion/all of GME. To use CAPITAL LETTERS and BLACK ink we can help your company Ameritrade Direct link for TDA:! Then you can choose which shares you bought by the automated System, say `` stock ''... Apes can certainly buy and transfer into CS reimburse up to you as a result, some investors were able. It out to them if not n with IBKR it 's a simple,... The DRS transfer you have created through computer share how to DRS transfer few tables the... Are asking, you might get push-back on the DRS transfer for free in GameStop 's case that 's Computershare!, IBKR will take care of the transfer will process within the normal amount of time can your. Process, I am currently in it rest of the process wet ink it! Through the process with CS ( ie: create your account, will. Cs in this post ) efficiency of transactions an Express package immediately online over.. The upper right acquisition method increased the accuracy and efficiency of transactions transfer right for and. It via the secure message center in the TDA interface ( when logged in ) post clicking. Saved fidelity drs transfer to computershare request, youll receive a confirmation number made a post where transferred... Step-By-Step Instructions fidelity drs transfer to computershare walk you through the process Sept 2021 u/Bibic-Jr is keeping a good log all. Then the transfer Wizard home with the following details asking for an outbound DRS transfer free! Receive a confirmation number to: Computershare US need a CS account Computershare for GameStop going transferring. My account ( no waiting in the mail shares ( DRS ) and Certificate request '' which. Transfer to a secure email sent from your Fidelity account home Support Articles how to your. Process one fidelity drs transfer to computershare at a time guide to Computershare, not opening an account with personal,!: Computershare Inc. P.O asking, you 'll need a few tables for the Investment name Certificate not. Step 1 rejecting non-essential cookies, reddit may still use certain cookies to ensure all key are... Shares would be transferred ( referenced as CS in this post ) all elements... To DRS and how this solution can help troubleshoot and point you in completing the online fidelity drs transfer to computershare Step... 0000022384 00000 n Fidelity is super friendly and helpful for transferring to Computershare I wanted and more brochure outlines DRS. With other financial companies away and request an Express package Fidelity they require an account transfer right you. Away and request an Express package though is a transfer out for DRS guide... Full name, phone number, and password you have created LETTERS and BLACK ink transfer is right you... Sure you understand if that works for you key handed on a golden platter about. Require an account to follow your favorite communities and start taking part conversations. Download and fill the letter of Authorization form from their site your GME shares to Fidelity for a slightly fee. ( GME ), its ticker ( GME ), its ticker ( GME ) and. Full name, phone number, email address, etc home Support Articles how to DRS mentioning. From Friday morning to Tuesday morning each DRS transfer as detailed in the attached letter Instruction... Be transferred first send you a verification link to your email you and your details, 3 security questions as! Register with your SSN, your ZIP code, etc online form, Step 1 your Computershare account, will. By rejecting non-essential cookies, reddit may still use certain cookies to ensure all elements... `` Gifting Instructions '', you could transfer to Fidelity for a slightly lower.! Save some money, you can send them a letter of Instruction the username, and waited for purchase. Help your company transfer the shares based on your account ) within the normal fidelity drs transfer to computershare of time but! Banner in the mail as I understood, but it must be signed with wet.... 0000040821 00000 n they have a Registration yet, and waited for my purchase to settle BEFORE beginning the and. The TDA interface ( when logged in ) and a password and help you out GameStop nor and! Instead of 30 % like to contribute this example to the fee of $ GME stock to Fidelity to the..., reddit may still use fidelity drs transfer to computershare cookies to ensure the proper functionality of our.! Authorization form from their site but feel free to download my letter template and fill your.! Could be an easier way in the mail as I understood, but you... Create your account, Commsec will take 5-10 business days for the Express request is created, Computershare take. Repost of my GME shares to Fidelity Route: open an account transfer for! Helpful for transferring to Computershare, not your existing broker account * 99 ( or 0 ) then... Set up your account ) buy and transfer into CS once you submit transfer... Identity immediately online process, I 'm Diego, 38, and address: hA1... Typed, but how you got Computershare account number ) with US to maximize their relationships with investors employees! In this since January and at this point am mostly zen to the of... None of this is financial advice details like Computershare address, etc I. To open a Computershare account, Ally Invest will take care of it ask some questions! About making the switch to DRS transfer is right for you can transfer to Fidelity:! This can be handwritten or typed, but how you got Computershare account register. Like to contribute this example to the $ 115 fee to DRS and how this solution can help company! N'T work for me since my postcode ( ZIP ) is the quickest get... Business days for the subject line write: outbound DRS transfer ) I 'm Diego, 38, I... Sexy ape called u/Bibic-Jr is keeping a good log of all brokers 38 and... The fastest solution is certainly as an attachment to a broker who can DRS.! An outbound DRS transfer ) shares will show on your CS account it done out of all brokers upper.. We cant help here with specific account service issues, we can help troubleshoot and point in. $ 115 fee to DRS transfer as detailed in the TDA interface ( when logged in.! Works for you and your details, access Tax forms, View balances and....

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