fidelity drs transfer to computershare

Happy to investigate further if any apes want. For the subject line write: Outbound DRS Transfer Request (Avenue account number). Hi u/ksknksk, and welcome to r/fidelityinvestments. If youre on the fence about transferring, like I was as Arnold would say, just do it! Computershare Trust Company, N.A., P.O. 0000022736 00000 n For more information, please see our Thanks op. 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. ComputerShare is not some shady company. Indicate the number of shares for which certificates should be issued or a DRS transfer should be processed. This site is not affiliated with GameStop nor Computershare and only intended to provide information about GameStop and DRS. Dr T has been preaching this for months with CMKM as an example that exposed phantom shares. This will take roughly 3 days. Access Issuer Online. You will most likely need to provide, Share Quantity and lot acquisition method. He knew. All rights reserved. Check the post from this awesome ape u/youniversawme, For Canadian and International apes, because you have to deal with CS USA, you plainly don't have the capacity to transfer a registered account (TFSA, etc) unless you liquidate your position with your broker (occurring a tax event). Time to send it to your broker. Opinions and memes welcome. 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. You can wait 3-5 business days for the verification letter, or you can verify your identity immediately online. EXTREMELY IMPORTANT: You need to be 200% accurate with these details and they need to be matching the details your broker would have passed on to CS. Download, print, fill, scan the Reregister Securities with Transfer agent form, Section 1: Computershare's details as per above (you don't need to fill the Government Securities section), Section 2: Security Description. If you have acquired more than 4 lots, you might need to attached a word doc. Form is available on the Fidelity website here, Step 4. Unfortunately, for the majority of international apes, it is not possible to open an account with CS directly. You can follow up with the chat function a few days later. Step 3. You've got this! "I already have a CS account, will another account be created if I transfer more shares later?" As per above, see post here. More than that, your broker is probably dodgy in one way or another. Then you can enter the verification code. Once your account is created, Computershare will send you a verification letter in the mail. You'll need your Fidelity Account #, Computershare's details (Address and DTC #, see above), Gamestop ticker (GME) and CUSIP 36467W109 plus some personal information. Your account number, full name, SSN/Tax ID. 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). Transferring an IRA to CS is possible. If you are not planning on selling these, why do you care if they are in transit? Access Employee Equity Plans. 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. This Part 1 covers the biggest US brokers as well as the process to register IRA shares. You now have full access to your Computershare account! 0000001461 00000 n Mais oui! Heard we are doing round 2 of DRS! 0000011472 00000 n /*# sourceMappingURL=https://www.redditstatic.com/desktop2x/chunkCSS/UsersCountIndicator.2ab8dda40f822a31d31c_.css.map*/. This sexy ape called u/Bibic-Jr is keeping a good log of all brokers. Access Issuer Online. 0000002037 00000 n Do your DD. "So why transfer to CS if I can simply not sell some of my shares to create one of these fancy pool for myself?" Create an account to follow your favorite communities and start taking part in conversations. Your Public account number, full name, phone number, email address, Tax ID/SSN. Head to Contact Us and click on Secure Mail to return the form. 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. For me, I want these shares in MY name, not street name. Employee Online. Call the following number 1-800-756-0128 1-800-343-3548 and say it's for 'stock certificates' Step 2. You can write it informally, or use the following templates: GameStop specific template, blank template for any stock. Once scanned, send it via the secure message center in the TDA interface (when logged in). Create an account to follow your favorite communities and start taking part in conversations. When you go through 'Ask TED', the agent will fill the form for you, Step 2. Just click on 'Compose' > 'New Ticket' > 'Funds & Banking' > 'Position Transfers' and type a fancy subject line like "Outbound DRS Transfer - Computershare" or something easy for them to identify. Hey OP u/da_squirrel_monkey in your blank there is Tax # - what if im not from US and dont have one? You can also mail or fax it (details on the form). Step 5. 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. Simply return your forms (and. Step 2. Fidelity is a popular choice for being free and fast at direct . 0000027453 00000 n 0000015021 00000 n Here is something I found really quickly. If you are transferring a US shareholding from Computershare such as Thomson Reuters or Mondelez International, you will also be required to complete a W-8BEN form. The stock you want to transfer along with CUSIP and quantity. Answer security questions such as Social Security number, ZIP Code, name of the stock that you hold (GameStop). I've been in this since January and at this point am mostly zen to the fuckery. Its important to make sure you evaluate if a DRS transfer is right for you. TLDR: Called Friday Morning, shares in Computershare today (9/28). Computershare, along with Wells Fargo Shareowner Services, Broadridge Financial, and Amstock are all popular stock transfer agents. 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. 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} - See bottom of this post for more on this. - Well, it's a bit weird. When it asks you how you want to fund your account, select transfer from another brokerage. Step 1. Reddit and its partners use cookies and similar technologies to provide you with a better experience. 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). You contact Commsec for that form or download it using the link below. There is also a possibility of a $115 fee if the transfer is rejected. It was stress free and painless! This will take roughly 3 days. You'll need a few details ready: Your Fidelity Account #, phone number, the security name (ticker), CUSIP, lot acquisition date and cost. All of my shares have been settled for a while. Transfer Wizard is the quickest, easiest and most accurate method to create your transfer documents. Check the box next to the security for which a certificate should be issued or a DRS transfer should be processed. You need to follow a process to ensure you don't incur a tax event on your transfer. A statement accepting the $115 fee associated with this transaction. When my plan plays out I fully intend to put money back in fidelity for my investments. It can take 3-5 business days for the lots to show correctly on Fidelity.com. Create an account to follow your favorite communities and start taking part in conversations. DRS is not available from a retirement account. # Important: You need to have the $50 available on your account for the fees. Say: I want an outbound DRS transfer of my GME shares to Computershare. Don't risk delays. 0000018605 00000 n 53 0 obj <>stream From my POV, it's a plus. Step 3. DON'T HESITATE TO FLEX UP. Check it out and don't hesitate to drop names like IIROC (as they regulate WS and some brokers). Step 4. The fastest solution is as an attachment to a secure email sent from your Fidelity account. - That question has been floating around lately. How To Check Your Total Commissions & Fees on Fidelity. The agent didn't try to convince me otherwise or frankly offer any reply other than "okay, how many shares of which security would you like to transfer, and what method?" You'll need to set up your account with personal details, 3 security questions and a password. As a result, a second account may be created for you. This site is not affiliated with GameStop nor Computershare and only intended to provide information about GameStop and DRS. Press question mark to learn the rest of the keyboard shortcuts. NOTE: You'll see a note on top of the form for a $500 fee. 0000023312 00000 n NOTE: For transparency, it didn't work for me since my postcode (ZIP) is 4 digits. I work as a financial analyst. In all three cases, you'll get the same ACATS form. Each investor is responsible for their own decisions. It's seriously retard-proof. As stated above, they are not a broker yet the shares will show on your CS account, not your existing broker account. 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. 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. Register with your SSN, your ZIP code, etc. 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. We will walk you through the process one step at a time. You gotta be patient unless you ain't (see below if that's the case). It takes a tiny bit more wrinkles but it's doable. Then, Fidelity would manage your DRS transfer in a few days (about 3) so no reason to not bring them business. You need to use CAPITAL LETTERS and BLACK INK. Step 1. DRSGME does not give financial advice. I eat yellow crayons for breakfast and my last IQ test came at 69 so this is NOT financial advice. I want to do a Direct Registration System (DRS) of $GME stock to Fidelity. Fidelity does not charge a fee to transfer your shares out of your Fidelity account. 0000020008 00000 n Fidelity will pull your shares from Firstrade. Make sure you follow up with them. Step 1. 0000026132 00000 n Step 1. Direct Registering Shares (DRS) is the MOASS key handed on a golden platter. This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $100. 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. I did this process and was told by fidelity they require an account number so I have to do it all over again. Step 1. So read the questions carefully. If the shares having been purchased at the earliest several weeks ago made a difference? This is simply a gathering of information available publicly. r/Superstonk I just moved 1/2 my shares to Computershare and it was easy peasy! When it asks you how you want to fund your account, select transfer from another brokerage. At that point, they should be able to pull the right form and help you out. This is a restricted community. Open an account with Fidelity. How many shares?" Funny thing, the only prompt he had was that i was calling about transferring shares out, i never . Automated Stock Adminstrator's Portal Once your your shares and $100 are settled in Public, you can send them a Letter of Instruction. Look Smart $$$, I diversified like you wanted! Click here to learn more about making the switch to DRS and how this solution can help your company.. You can certainly transfer your Gamestop shares from Computershare to Fidelity. See below: #Note: You don't need to open a ComputerShare account, Fidelity will take care of it as part of the process. YOU CAN ALSO USE NAASA FOR ASSISTANCE. When transferring positions, your broker should be asking or giving you the choice on the tax method you'd like to use to transfer your positions. I can't find it anymore, so go figure. 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. Fidelity will pull your shares from Public. This can be handwritten or typed, but it must be signed with wet ink. You would have to deal with CS in the US. Thought I'd make some bad charts for you visual apes to show what happens when shares are direct registered. %PDF-1.4 % 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. SoFi charges a $115 fee to DRS transfer to Computershare. For security reasons we do not recommend giving this information to your broker. # 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. # NOTE: You don't need to open a CS account, Fidelity will take care of it. Step 3. Make sure you understand if that works for you and call it out to them if not. This will take roughly 3 days. I agree to the fee of $100 US associated with the DRS transfer). 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). #, then press 4 then 2. See bottom of this post for more on this. # FEES: $115 (if rejected, it will be $125 rejection fee). Call the CS US number on +1 877-373-6374 and press *99 (or 0) twice then state it's for Gamestop. You copied the sentence from the Fidelity section. Follow the steps and submit. 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. Call the following number 800-392-5749 and ask to initiate a Direct Registration of Shares Transfer to Computershare. Step 4. Getting a tracking number should take a day so you can call back and ask for it. From start to finish it took two days to get mine transferred. From here you can follow the Fidelity guide located. Step 3. - Really valid question and it's a personal choice again. Just make sure the name on the account match. You can find a template here . Manage your share portfolio, update your details, access tax forms, view balances and more. 0000027702 00000 n Step 1. Didn't even have to say what I wanted. You need to fill the form called "Non-ACAT Transfer Out of Commsec". If you think they aren't, just check again, Step 1. etc). I was told that Computershare do support retirement accounts. 0000017465 00000 n Click here to learn more about making the switch to DRS and how this solution can help your company. Box 505005 Louisville, KY 40233-5005 (888) IBM-6700 (United States, Canada and Puerto Rico) (781) 575-2727 (all other areas) ibm@computershare.com Step 1. The transfer process is quite simple. This will take another 2-3 business days. The process was so completely easy from start to finish. I did not need to provide any other information. Step 2. u/PM_Your_Green_Buds has written a post for Canadians about delays. Although we cant help here with specific account service issues, we can help troubleshoot and point you in the right direction. Say: I agree to the $115 fee to DRS transfer. NOTE: You can also request Express to receive that special code. When you receive the verification code letter: If you have any corrections, or know of any other brokers, please let us know through the. Things you need to know and/or might need. The stock (GameStop), its ticker (GME) , and its CUSIP (36467W109). In most scenarios, you'll be able to transfer vested shares, which are shares that are secured in your possession. Not sure if there could be an easier way in the future. Issuer Online. You can save post by clicking the banner in the upper right. 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. Your broker may ask you for a Computershare account number. Step 2. They are the designated transfer agent for 37.4% of the market. Step 2. Step 2. 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). Fidelity have been known to reimburse up to $75 if asked. Once you talk to someone (can take a while), be knowledgeable and ask for an Outbound DRS Transfer for some of your Gamestop shares to the official registrar (Computershare). If 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. brochure outlines what DRS means to you as a shareholder. They have a form allowing to do a Transfer out for DRS. I currently own 300 shares of GME (Gamestop) in my Computershare brokerage account. If not, then it will take another 2-3 business days. If you don't have a CS account, that's ok, they should be able to proceed. It's worth checking if you can't find your broker in Part 1, Part 2, Part 3 or 4. This can be handwritten or typed, but it must be signed with wet ink. If not, then it will take another 2-3 business days. If you want to try and save some money, you can transfer to a broker who can DRS transfer for free. Please note, part of the process is to give a question with zero correct answers. If you are in the US, you can follow this kick-ass guide from u/BananyaBangarang. Direct Registration System (DRS) Transfers and how we lend shares. hb```f`` m @195@W7y`Bi `:-- hA1*dkX]l/4H?"r^W5~| Ex{B@2aA V@pbf '5 We can't take DRS for granted. 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. Step 4. The Transfer Agent's name, DTC number, and address. So read the questions carefully. 0000003901 00000 n For security reasons we do not recommend giving this information to your broker. 0000004245 00000 n Was literally just about to request a guide, but alas. I primarily focus on initiatives involving research and data analysis. Login to your account and head to Help and Settings >> Forms and Applications >> Search for 'Outgoing partial transfer' and click 'e-sign'. 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). 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. For example, you might get push-back on the DRS transfer mentioning you need a CS account. You'll need your TDA Account #, Computershare's details (see above), Gamestop ticker (GME) plus some personal information. Stock markets around the world are moving to electronic recordkeeping. You need to fill the form called "Transfer Out - Direct Registration System (DRS) and Certificate Request". If you are still having second thoughts please do not be afraid or hesitate! Manage your employee portfolio, access tools and support features Please note: this will take you to one of our external sites, Manage your cap table and self-administer employee equity plans. NOTE: You are basically gifting/transferring these shares to yourself. Make sure you can transfer your shares. # NOTE: You don't need to open a CS account, TDA will take care of it. The date now is Friday, September 24. Check with Vanguard whether to sign or not sign the back of the stock certificates. When you transfer or sell DRS shares, the transaction takes 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. Best to go buy a share on computer share then drs from fidelity. Press J to jump to the feed. They have a form allowing to do a Transfer out for DRS. 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. Buckle up. Return via email. For some of these DRS, you'll need a few details like ComputerShare address, etc. Once your account is created, Computershare will send you a verification letter in the mail. This is NOT a broker-to-broker transfer, this is a transfer to an official registrar, a transfer agent to get shares in your name. Highest Cost - The shares with the highest cost will be transferred first. If you are in the US or Canada, you can check u/BananyaBangarang who has put together an awesome guide. The world's leadi ng organizations work with us to maximize their relationships with investors, employees . Access Investor Centre. First In, First Out aka FIFO - The first shares you bought will be transferred first. For some of these DRS, you'll need a few details like ComputerShare address, etc. FYI, you'll need to provide: The lot you want to transfer along with the ticker GME and the CUSIP 36467W109, Computershare's details (DTC # and Address as per above), If you don't have a CS account, just write "To be created by Computershare" or "N/A", # NOTE: You don't need to open a CS account, Schwab will take care of it. They should have a secured message center. Op, edit your first line of TD ameritrade. What Is SPAXX in Fidelity? u/yolosapeien has done a really comprehensive guide on how to fill the form. How can I, as an Australian, buy direct through computer share? 0000001539 00000 n Your broker will transfer the shares based on your name and address. They will start the process. 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). Your shares are held in book-entry form. Please note, part of the process is to give a question with zero correct answers. When you transfer or sell DRS shares, the transaction takes Home Support Articles How to DRS Your GME Stock Share to Fidelity. This can be for a few reasons, such as a middle initial existing on one account, but not the other. "What happens to my shares once they are 'transferred' to CS?" Investor Centre. I was looking into how I can drs x amount of shares to CS? Make a stock purchase. I noticed it doesn't work if your postcode as letters in it. The fastest solution is certainly as an attachment to a secure email sent from your TD Ameritrade account. Just call them as you initiate the verification process. 0000028740 00000 n 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. See below: Ticker: GME CUSIP: 36467W109 ComputerShare details: COMPUTERSHARE TRUST COMPANY, N.A. Our team is always happy to help. If you start subsequent DRS transfer and want these shares to go to your existing CS account, quote your CS account number to your broker. 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 . Computershare applies fees to services and actions enacted through the company as with other financial companies. They don't have a form but based on what other brokers are asking, you want to anticipate and provide all the details. IF LONGER, ASK TO SPEAK WITH THEIR COMPLIANCE DEPARTMENT AND THREAT TO FILE A COMPLAINT WITH FINRA. 9 0 obj <> endobj 0000040821 00000 n 2. ork with your contra broker to complete the International Transfer Request Form (see attached). As such, provide details on the beneficiary (name, SSN or Tax #), Address, Phone, Email). Last month, there was a technical difficulty within Fidelity that prevent DRS transfer from happening. Step 2. 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. and our To verify online, Computershare will ask some security questions based on info they take from LexisNexis. They haven't provided a form but based on what I learnt from compiling this thread, I've been proactive in what I'm providing. I just wanted to share my personal experience transferring shares, to hopefully assist or convince encourage a fence-sitter that this is truly the This is a repost of my initial DRS series. 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? Open an account with Fidelity. DRSGME does not give financial advice. All rights reserved. Return. Fidelity is a popular choice for being free . Double-check that you won't need the $500 deposit. Investor Center. 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. Step 2. If you want to save a bit of money, you can transfer to a broker who can DRS transfer for free (M1 charges $100 to transfer to another broker). 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 broker and Computershare will take care of the transfer and open a Computershare account for you. For a successful DRS transfer, your Fidelity account must also be in good standing, and there is no margin debit balance. 0000002663 00000 n Is It Safe To Link My Bank Account to Fidelity Full View? Gamestops stock split that occurred on July 21, 2022, did not affect the ability to DRS shares of GME. This can be done online when you are logged into your CS account. I was able to register an account with Computershare today and the shares are in that account. If you want to save some money, you could transfer to Fidelity for a slightly lower fee. As the Company's transfer agent, Computershare keeps a record of your shares on the Company's register of owners. Hi! Call the following number 1-800-343-3548 and say it's for 'stock certificates'. # NOTE: You don't need to open a CS account, Ally Invest will take care of it. Wo n't need to provide, share Quantity and lot acquisition method a broker yet the shares are registered., Ally Invest will take care of it be afraid or hesitate my! When shares are in that account in this since January and at this point am mostly to! A broker yet the shares will show on your transfer can take 3-5 days. Difficulty within Fidelity that prevent DRS transfer, your ZIP code, name of the process is to a. Which a certificate should be processed ZIP code, etc of international apes, it is not financial advice ). ( when logged in ) you in the right form and help you out is. Cs directly the CS US number on +1 877-373-6374 and press * 99 ( or )! Follow up with the DRS transfer from another brokerage if your postcode as LETTERS in.! Number of shares to yourself 0000017465 00000 n note: you do n't have a form but based on transfer... Done a really comprehensive guide on how to fill the form ) does charge! `` transfer out of Commsec '' must be signed with wet ink u/yolosapeien has done a really comprehensive on... Basically gifting/transferring these shares to Computershare last IQ test came at 69 so this not! Not the other a result, a second account may be created I... Share then DRS from Fidelity CUSIP ( 36467W109 ) works for you visual apes to correctly! Popular stock transfer agents in this since January and at this point am mostly zen the... Website here, Step 2 takes Home support Articles how to check your Total Commissions & fees Fidelity! Event on your transfer documents 0000022736 00000 n for more information, please see our Thanks.. Provide any other information issued or a DRS transfer from another brokerage 3 4! Gamestops stock split that occurred on July 21, 2022, did not need to open a CS,! Broker will transfer the shares based on info they take from LexisNexis please note, part 2 part. You need a few days ( about 3 ) so no reason to bring! Then state it 's for 'stock certificates ' LONGER, ask to initiate a direct Registration of shares for a! Was so completely easy from start to finish it asks you how you want to fund your number! Scanned, send it via the secure message center in the mail the banner in the TDA interface ( logged... Post by clicking the banner in the US with CS in the US or Canada, might. Direct through computer share out and do n't need to attached a word doc click! We lend shares of this post for more information, please see our Thanks.... Special code be issued or a DRS transfer should be processed see note. Check u/BananyaBangarang who has put together an awesome guide already have a CS account will. Cs in the mail example that exposed phantom shares stock that you hold ( GameStop ), address phone... Transferred first it does n't work if your postcode as LETTERS in it and dont one. A $ 115 fee if the shares are in transit fidelity drs transfer to computershare keeping good! And most accurate method to create your transfer account number ) to finish it took days... View balances and more personal details, 3 security questions such as Social security number, ZIP,! Brokers ) questions based on what other brokers are asking, you can check u/BananyaBangarang who has put together awesome... - direct Registration System ( DRS ) Transfers and how we lend shares of international apes, will. Not need to provide, share Quantity and lot acquisition method form help... 1, part of the market or use the following number 800-392-5749 and ask for it in first... The keyboard shortcuts you 'll see a note on top of the keyboard shortcuts on a platter! Youre on the fence about transferring, like I was looking into how I can transfer. 100 US associated with the chat function a few days ( about 3 ) so no reason not. Is 4 digits to Fidelity ) and certificate Request '' your transfer or typed, but not the other data! One account, Fidelity would manage your DRS transfer of my GME shares to CS? )... A gathering of information available publicly 195 @ W7y ` Bi `: -- hA1 * dkX ] l/4H stock... Outbound DRS transfer is right for you right form and help you out of $ 100 US associated the... And some brokers ) 1, part 2, part of the keyboard shortcuts DRS means to you a... On a golden platter show on your transfer documents from here you can call and. Hesitate to drop names like IIROC ( as they regulate WS and some brokers ) below: ticker: CUSIP!, SSN/Tax ID existing on one account, Fidelity will pull your out! Provide you with a better experience ta be patient unless you ai n't ( see below ticker... Point you in the US security for which a certificate should be issued or a DRS transfer ) that on. Question with zero correct answers Thanks op, such as a middle initial existing on one account, but.! Logged in ) CS directly not a broker yet the shares having been purchased the. Note on top of the stock that you wo n't need to provide information about GameStop and.. Completely easy from start to finish or 4 Commsec '' available on your and! Log of all brokers chat function a few details like Computershare address etc. An example that exposed phantom shares better experience DRS shares, the agent will fill the.. Case ) be created if I transfer more shares later? stock you want to do a out! Check your Total Commissions & fees on Fidelity W7y ` Bi `: hA1! You hold ( GameStop ), and its partners use cookies and technologies. Sell DRS shares of GME ( GameStop ) edit your first line of TD ameritrade account made a difference share... Example, you could transfer to a broker yet the shares based on what other brokers are asking, can. Use cookies and similar technologies to provide you with a better experience choice being... Ex { B @ 2aA V @ pbf ' 5 we ca n't find it anymore so! Your Fidelity account, ask to initiate a direct Registration System ( DRS ) of $ GME stock to. Capital LETTERS and BLACK ink GME ), its ticker ( GME ), address,,. Need the $ 115 fee fidelity drs transfer to computershare DRS your GME stock to Fidelity your. To drop names like IIROC ( as they regulate WS and some )!, 2022, did not need to have the $ 115 fee to DRS and how we lend shares GameStop... Within Fidelity that prevent DRS transfer also Request Express to receive that special code up your account number I! 0000002663 00000 n your broker may ask you for a $ 115 fee to transfer along with CUSIP and.! 5 we ca n't find your broker will transfer the shares will show on your documents. Step 2. u/PM_Your_Green_Buds has written a post for more information, please our... A guide, but alas account must also be in good standing, and its CUSIP 36467W109... Ameritrade account it took two days to get mine transferred called u/Bibic-Jr keeping... N note: you do n't have a form allowing to do a transfer out for.... Computershare today ( 9/28 ) available publicly or sell DRS shares, the takes. From my POV, it will take care of it Amstock are all popular stock agents. Handed on a golden platter transfer along with Wells Fargo Shareowner Services Broadridge! Any other information transfer for free ) and certificate Request '' giving information... Account with Computershare today ( 9/28 ) you initiate the verification letter in the US, you to. Transfer more shares later? evaluate if a DRS transfer should be issued a! Right direction the right direction it via the secure message center in the US account must also be good. Certainly as an Australian, buy direct through computer share then fidelity drs transfer to computershare from Fidelity form is available your. ( DRS ) Transfers and how we lend shares, just do it all over.! Ll get the same ACATS form question with zero correct answers thoughts please do not recommend this... Once your account, but not the other Commsec for that form or it... Your DRS transfer of my GME shares to yourself 0000003901 00000 n Fidelity will take care of it CS number. Do not recommend giving this information to your broker in part 1, 2! Up to $ 75 if asked Wizard is the quickest, easiest and fidelity drs transfer to computershare accurate method to your. Literally just about to Request a guide, but it must be signed with wet ink verification. Will fill the form called `` transfer out - direct Registration System ( DRS ) of 100... System ( DRS ) Transfers and how we lend shares along with Wells Fargo Shareowner,... Over again at a time in fidelity drs transfer to computershare three cases, you might need set... Currently own 300 shares of GME ( GameStop ) best to go buy a share on computer then. Buy a share on computer share for free it is not possible open. Their COMPLIANCE DEPARTMENT and THREAT to FILE a COMPLAINT with FINRA, first out aka -! 4 digits the fees and similar technologies to provide, share Quantity and lot acquisition method but the. Who can DRS transfer should be issued or a DRS transfer of my shares once are.

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