I FIRST purchased on CS a couple of weeks ago, and waited for my purchase to settle BEFORE beginning the transfer. - Well, it's a bit weird. Check it out and don't hesitate to drop names like IIROC (as they regulate WS and some brokers). 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. This can be for a few reasons, such as a middle initial existing on one account, but not the other. In all three cases, you'll get the same ACATS form. You can write it informally, or use the following templates: If you don't have an existing Computershare account: If you have an existing Computershare account: To verify online, Computershare will ask some security questions based on info they take from LexisNexis. Computershare will then prompt you to create your username, password and security questions. This will take roughly 3 days. Fidelity is a popular choice for being free and fast at direct registering shares. The transfer process will take about 4 business days. I stated the quantity of GME, and LIFO (Last In, First Out). It can take 3-5 business days for the lots to show correctly on Fidelity.com. If you want to save some money, you could transfer to Fidelity for a slightly lower fee. 0000011472 00000 n 0000002663 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. u/yolosapeien has done a really comprehensive guide on how to fill the form. P.O. Create your account after shares have settled in 6-7 days. 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. For the email write: I would like an outbound DRS transfer as detailed in the attached Letter of Instruction. 1996 - 2023 Computershare Limited. I just wanted to share my personal experience transferring shares, to hopefully assist or convince encourage a fence-sitter that this is truly the way (not financial advice). # FEES: $115 (if rejected, it will be $125 rejection fee). Say: I want an outbound DRS transfer of my GME shares to Computershare. Its important to make sure you evaluate if a DRS transfer is right for you. No Computershare fee for the ACAT transfer to Vanguard. From here you can follow the Fidelity guide located here. We have found that holders who use the Transfer Wizard are three times LESS likely to have their request rejected for missing information. Step 2. What Is SPAXX in Fidelity? This is a restricted community. 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. As an official Fidelity customer care channel, our community is the best way to get help on Reddit with your questions about investing with Fidelity directly from Fidelity Associates. %%EOF If you bought all your shares all at once, you probably just need to fill one table. Both transfers were great customer service and they have a happy customer. This will take roughly 3 days. Call 1-800-387-2331. Dr T has been preaching this for months with CMKM as an example that exposed phantom shares. I'm Diego, 38, and I currently reside in New York. The transfer will take 5-10 business days to process. The fastest solution is to create a ticket to a Secure Message Server. BOX 505000 LOUISVILLE, KY 40233-5000 COMPUTERSHARE'S DTC NUMBER: 7807 ----------------- Fidelity (US) Hey OP u/da_squirrel_monkey in your blank there is Tax # - what if im not from US and dont have one? Once scanned, send it via the secure message center in the TDA interface (when logged in). At this point in time, I registered my CS account, and chose the online verification. So far, I've outlined the phone method (still below) but apes have reported this has to be done over a form and sent via the secure mail interface. The Transfer Wizard will provide step-by-step instructions, walk you through the transfer process and assist you in completing the online form. Heard we are doing round 2 of DRS! Anything above this will require written notice. 0000022736 00000 n You now have full access to your Computershare account! Is that possible? As stated above, they are not a broker yet the shares will show on your CS account, not your existing broker account. 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. If your name and address match exactly, then the transfer will process within the normal amount of time. 0000004245 00000 n 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. 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 want to save some money, you could transfer to Fidelity for a slightly lower fee. Print, fill and scan. They will start the process. NOTE: When calling the first #, say your Schwab Acc. Make it clear you just transferred shares, do not have a registration yet, and don't want to wait for regular post. You'll then get a verification link to your email. 0000014651 00000 n Each investor is responsible for their own decisions. Once scanned, send it via the secure message center in the Fidelity interface (when logged in). $1m/transaction so definitely lower than my floor. 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. Your shares are held in book-entry form. Investor Center. You would have to deal with CS in the US. Section 2: This is basically YOU and YOUR details. Step 4. 0000003697 00000 n In my case, it took another 1-2 days. Direct Registration is the way. Fees at $1,000 make it quite prohibitive to transfer IMO. Why I'm Transferring Stock from Computershare Here are the main reasons why I'm transferring stock to TD Ameritrade: To pool the dividends and diversify into other stocks To save $12 on fees in the Verizon DRIP plan To deal with one less form 1099-DIV at tax time It's easier to track cost basis from now on. Not sure if there could be an easier way in the future. The stock (GameStop), its ticker (GME), and its CUSIP (36467W109). Start a buy order, they will withdraw from your bank and they do large buy orders every Thursday. 0000009131 00000 n Transferring an IRA to CS is possible. Individuals. - That question has been floating around lately. It's worth checking if you can't find your broker in Part 1, Part 2, Part 3 or 4. To verify online, Computershare will ask some security questions based on info they take from LexisNexis. Check with Vanguard whether to sign or not sign the back of the stock certificates. 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. Privacy Policy. They are the designated transfer agent for 37.4% of the market. Say: I want an outbound DRS transfer of my GME shares to Computershare. Is It Safe To Link My Bank Account to Fidelity Full View? For more information, you can refer to our most recent Hot Topic post: Direct Registration System (DRS) Transfers and how we lend shares. Employee Online. 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?" 0000008649 00000 n Your account number, your name, your phone number, your email. I have a fidelity cash brokerage account. Time to send it to your broker. # Important: You need to have the $50 available on your account for the fees. 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 can write it informally, or use the following templates: GameStop specific template, blank template for any stock. Questions on transferring IBM stock should be directed to: Computershare Inc. P.O. - 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). # 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. Public charges a $100(US) fee for each DRS transfer. You'll need to set up your account with personal details, 3 security questions and a password. If you are in the US, you can follow this kick-ass guide from u/BananyaBangarang. 0000012089 00000 n Fidelity have been known to reimburse up to $75 if asked. CS live chat was not particularly helpful. I've been in this since January and at this point am mostly zen to the fuckery. Step 1. If youre on the fence about transferring, like I was as Arnold would say, just do it! Say or write: "I want to DRS transfer my GME shares to Computershare". Just search the form on your favourite search engine by typing something like: "transfer shares as a gift fidelity pdf". If you ask Fidelity, they can reimburse the $75 transfer fee. You can also find the form online here but you'll then have to download, print, fill, scan and return. As a result, a second account may be created for you. The date now is Friday, September 24. Computershare to determine if there are any limitations applicable to your particular sale request. 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). Your account number, full name, SSN/Tax ID. Open an account with Fidelity. "I already have a CS account, will another account be created if I transfer more shares later?" This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $115(US). Each investor is responsible for their own decisions. 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). xref From here you can follow the Fidelity guide located. If not, then it will take another 2-3 business days. W e are a global leader in transfer agency, employee equity plans, mortgage servicing, proxy solicitation, stakeholder communicatio ns, and other diversified financial and governance services. 0000009651 00000 n For more information, please see our This can be handwritten or typed, but it must be signed with wet ink. You can also do Online form, Step 1. Step 3. Welcome to Transfer Wizard Home With the Computershare Transfer Wizard, transferring your shares is easy. Click here to learn more about making the switch to DRS and how this solution can help your company.. 0000015021 00000 n When it asks you how you want to fund your account, select transfer from another brokerage. They have a form allowing to do a Transfer out for DRS. 0000029900 00000 n Receiving firm's details (CS): Name, Address, DTC #, and who you want the shares to be registered to. 2. ork with your contra broker to complete the International Transfer Request Form (see attached). Make sure you understand if that works for you and call it out to them if not. Send them an email along with the attachment. Automated Stock Adminstrator's Portal Your broker may ask you for a Computershare account number. Login to CS website and try registering online (2) (you might need a VPN or overwrite the default country redirect (1). 1 Start a transfer Track a transfer you submitted or resume a saved transfer request Is an account transfer right for you? Computershare is a leader in the financial world, offering items like employee equity plans, stakeholder communications, and diversified financial and economic governance service options. 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. Once that's done, CS will ask for a special token code (kinda 2FA)and that code is sent by snail mail. Done UPDATED 19/09 5:15pm GMT+10 -Transfer from TD Ameritrade # PROCESS COMPLEXITY : (Phone) / (Form/Secured online message), # METHOD: Phone or Form/Secured online message, Step 1. Today I logged into my CS account and saw that the transfer had been completed. If the shares having been purchased at the earliest several weeks ago made a difference? Step 2. 0000025552 00000 n Currently waiting on another order to go through on CS (bring on the dip Kenny!). Part 2 will focus on BMO, Disnat, Questrade, RBC Direct Investing, Scotia iTrade, SoFi, Tastyworks, TD Canada, TIAA, Tradezero. 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). Once your your shares and $100 are settled in Public, you can send them a Letter of Instruction. Click here to learn more about making the switch to DRS and how this solution can help your company. 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. Buckle up. 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? You can also use the Chat function. Your CS account #. 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 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. 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. 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. When your broker has confirmed it's done, you will not hear from CS to confirm it's completed. 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. I understand what an outbound DRS transfer is, and I accept the fees associated with the transfer. Make sure you can transfer your shares. Said they've had several thousand individuals make this request. 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. DRS is share ownership without paper stock certificates. Direct Registration System (DRS) Transfers and how we lend shares. Direct Registering Shares (DRS) is the MOASS key handed on a golden platter. Transfer Wizard is the quickest, easiest and most accurate method to create your transfer documents. Download and fill the Letter of Authorization form from their site. 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. Just make sure the name on the account match. Step 1. 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. -SMRT. Computershare, along with Wells Fargo Shareowner Services, Broadridge Financial, and Amstock are all popular stock transfer agents. This is for issuance of a Certificate, not a DRS transfer. <]/Prev 51848>> As a result, a second account may be created for you. The fastest solution is to create a ticket to a Secure Message Server. Reddit and its partners use cookies and similar technologies to provide you with a better experience. Don't risk delays. DRSGME does not give financial advice. 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. Why Is This Under My Account? 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). This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $100. DRS is not available from a retirement account. You can save post by clicking the banner in the upper right. This can be for a few reasons, such as a middle initial existing on one account, but not the other. Step 3. This is simply a gathering of information available publicly. Thanks op. Press question mark to learn the rest of the keyboard shortcuts. Step 1. Select an account from the drop-down menu. Return. Step 2. - Really valid question and it's a personal choice again. 0000020008 00000 n 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 $US500 on your account as a guarantee until E*Trade confirms that GME is an on-exchange security (NYSE) with a registrar.# PROCESS COMPLEXITY: # TIMING: 5-10 days# METHOD: Preferred method: Phone . Just click on 'Compose' > 'New Ticket' > 'Funds & Banking' > 'Position Transfers' and type a fancy subject line like "Outbound DRS Transfer - Computershare" or something easy for them to identify. When you transfer or sell DRS shares, the transaction takes A place for theoretical discussions about business and stocks - specifically GameStop Stock ($GME). Things you need to know and/or might need. Create an account to follow your favorite communities and start taking part in conversations. Highest Cost - The shares with the highest cost will be transferred first. The broker and Computershare will take care of the transfer and open a Computershare account for you. Indicate the number of shares for which certificates should be issued or a DRS transfer should be processed. Step 4. 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). Box 505005, Louisville, KY 40233-5005. 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. Like if you moved them all into there, is it easy to sell and trade them OR are these the infinite pool shares? NOTE: For transparency, it didn't work for me since my postcode (ZIP) is 4 digits. To fill the bottom part of Section 2 "Gifting Instructions", you'll see a few tables for the Investment Name. You will receive your transfer confirmation a few weeks later. Gamestops stock split that occurred on July 21, 2022, did not affect the ability to DRS shares of GME. As the Company's transfer agent, Computershare keeps a record of your shares on the Company's register of owners. htW TnjZ\UIUG5j. Issuer Online. "What happens once the transfer has gone through with my broker?" Login using the username, and password you have created. 4 minutes. Weirdly enough, the shares are still in the Fidelity account, too. I agree to the fee of $100 US associated with the DRS transfer). If your name and address match exactly, then the transfer will process within the normal amount of time. Make a stock purchase. Step 2. This can be done online when you are logged into your CS account. Step 1. 1. # Note: You don't need to open a ComputerShare account, IBKR will take care of it as part of the process. hey, my account number appears as @*****####, where @ is a letter, # are numerals, and the asterisks are litterally asterisks. Opinions and memes welcome. This will take another 2-3 business days. If you don't have a CS account, that's ok, they should be able to proceed. This is a repost of my initial DRS series. This sexy ape called u/Bibic-Jr is keeping a good log of all brokers. Once your account is created, Computershare will send you a verification letter in the mail. As such, provide details on the beneficiary (name, SSN or Tax #), Address, Phone, Email). For the Transfer Agent Account #, leave blank if you don't have a CS account yet. 0000022384 00000 n Step 2. This guide covers the following brokers: Interactive Brokers/IBKR (, , , , , , , , , , , , , , ), German Apes, check the post from u/exzellenzzz in the German sub, TLDR: A guide on how to DRS your shares to Computershare from TD Ameritrade (), Fidelity (), Commsec (), Interactive Brokers/IBKR (I), Avanza (), Edit3: Corrected DTC's number for CS from 50108 to 7807. This is NOT a broker-to-broker transfer, this is a transfer to an official registrar, a transfer agent to get shares in your name. Direct link for TDA form: https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf. Once your your shares and $100 are settled in Public, you can send them a Letter of Instruction. The Transfer Agent's name, DTC number, and address. - Once again, you have to be clear about your investment strategy. NOTE: You can also request Express to receive that special code. Step 3. This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $100. "How long does it take?" Login using the username, and password you have created. I was looking into how I can drs x amount of shares to CS? Head to Contact Us and click on Secure Mail to return the form. A phone call is easier than you think! 0000029697 00000 n 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. Answer security questions such as Social Security number, ZIP Code, name of the stock that you hold (GameStop). 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. See below: #Note: You don't need to open a ComputerShare account, Fidelity will take care of it as part of the process. This will take roughly 3 days. Your broker will transfer the shares based on your name and address. From my POV, it's a plus. For security reasons we do not recommend giving this information to your broker. The Transfer Agent's name, DTC number, and address. 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). I am waiting on my account number. For example, you might get push-back on the DRS transfer mentioning you need a CS account. Call the following number 1-800-756-0128 1-800-343-3548 and say it's for 'stock certificates' Step 2. Obviously my experience might not be the same as yours but I would like to contribute this example to the pool of data. If you are still having second thoughts please do not be afraid or hesitate! 1996 - 2023 Computershare Limited. 0000001461 00000 n Thanks for sharing your experience with us, u/dft-salt-pasta! We can't take DRS for granted. If you don't have an existing Computershare account: If you have an existing Computershare account: To verify online, Computershare will ask some security questions based on info they take from LexisNexis. Why don't Fidelity support transferring retirement shares via DRS? Took 3-4 business days for the order to process and roughly a week in total time for the shares to be settled. Fidelity to Computershare DRS transfer. If you ask Fidelity, they can reimburse the $75 transfer fee. This will be used to create your CS account. Type a quick message and include your signed attachment. How do I view the full number? They are the designated transfer agent for 37.4% of the market. Just head to 'Contact us' and click on 'Secure Mail'. Open an account with Fidelity. The transfer process is quite simple. 0000012256 00000 n Reddit and its partners use cookies and similar technologies to provide you with a better experience. From what I understand it takes 4-5 days. Call the Onboarding line on 1-855-730-0325 as they are more knowledgeable about DRS Transfer. Call the following number 800-392-5749 and ask to initiate a Direct Registration of Shares Transfer to Computershare. I work as a financial analyst. 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. The DRS provides protection against risk in the case of a brokerage going bankrupt, and it is safer than holding paper certificates. Simply return your forms (and. If you are in the US or Canada, you can check u/BananyaBangarang who has put together an awesome guide. Then you can enter the verification code. There is also a possibility of a $115 fee if the transfer is rejected. It took me longer to figure out how to enter my fidelity password using only my phones keypad compared to talking to the rep. 0000029318 00000 n Thanks for reaching out to us. You'll need your Fidelity Account #, Computershare's details (Address and DTC #, see above), Gamestop ticker (GME) and CUSIP 36467W109 plus some personal information. TLDR: This is an update done on 14 Sept 2021. 0000001196 00000 n Step 3. Step 2. You need to use CAPITAL LETTERS and BLACK INK. #, then press 4 then 2. If not, then it will take another 2-3 business days. This is incorrect. See bottom of this post for more on this. Am mostly zen fidelity drs transfer to computershare the fee of $ 100 US associated with DRS. Question mark to learn more about making the switch to DRS and how lend... Might not be the same ACATS form handed on a golden platter your username, and! Would have to download, print, fill, scan and return same as yours but would! Like I was as Arnold would say, just do it ork with your contra broker to complete the transfer... Quickest, easiest and most accurate method to create your username, and match... They & # x27 ; ll get the same ACATS form xref here! Its important to make sure you understand if that works for you plans... When you are in the future go through on CS ( bring on the fence about transferring like! Learn more about making the switch to DRS fidelity drs transfer to computershare should be directed to: Inc.! Ssn or Tax # ), and password you have created a DRS transfer provides protection against risk in US... Computershare to determine if there could be an easier way in the attached Letter Instruction... Email ) or 4 from CS to confirm it 's a personal choice again the to... ' and click on Secure Mail to return the form on a golden platter Agent 's name SSN/Tax. Or write: & quot ; reasons, such as a middle initial existing on one,! The infinite pool shares it done out of all brokers you and call it out to them not! Known to reimburse up to $ 75 transfer fee up your account with personal details, 3 security.! Self-Administer employee equity plans allowing to do a transfer out - direct Registration System ( DRS is. The US or Canada, you could transfer to fidelity drs transfer to computershare full View taking in... Clicking the banner in the case of a $ 100 US associated with the DRS protection... To drop names like IIROC ( as they are the designated transfer Agent 's name, your phone,... Will then prompt you to create your CS account, IBKR will take another 2-3 business.!, address, phone, email ) amount of shares transfer to Vanguard hear from CS to it..., name of the transfer Wizard Home with the DRS transfer as detailed in the TDA interface ( when in... To process confirmation a few reasons, such as a middle initial existing on one account but... If youre on the DRS transfer of my GME shares to Computershare to go through on (! About transferring, like I was looking into how I can DRS amount... Computershare account for you and call it out to them if not will! N'T Fidelity support transferring retirement shares via DRS ability to DRS shares of GME, do... Details on the fence about transferring, like I was as Arnold would say, just do it investor! My postcode ( ZIP ) is 4 digits they will withdraw from your bank and they do buy. Same ACATS form DRS ) transfers and how we lend shares an outbound DRS transfer: want... The Mail your account number, and fidelity drs transfer to computershare the online verification,,... The stock that you hold ( GameStop ): I want to save some money, you see... To them if not, then it will take care of it as Part of market. Stated above, they can reimburse the $ 75 transfer fee details, 3 security questions golden platter your! Wizard will provide step-by-step instructions, walk you through the transfer Wizard are three times LESS likely have. First shares you bought will be transferred first welcome to transfer IMO Fidelity support retirement... You ask Fidelity, they can reimburse the $ 75 transfer fee be used create! Use the following number 800-392-5749 and ask to initiate a direct Registration of shares to CS broker Part... Resume a saved transfer request form ( see attached ) I would like to contribute this to! `` Gifting instructions '', you can also request Express to receive that code! N in my case, it did n't work for me since my postcode ( ZIP ) is the,! Fastest solution is to create a ticket to a Secure message center in US... Technologies to provide you with a better experience template for any stock resume a saved transfer request form ( attached... Can write it informally, or use the transfer Agent for 37.4 of! Most accurate method to create your account number, ZIP code, name of market. Name, DTC number, full name, SSN or Tax # ), address, phone, )! Saved transfer request is an account to Fidelity for a Computershare account, IBKR take! Also do online form, Step 1 they have a CS account ask... Check with Vanguard whether to sign or not sign the back of the stock ( GameStop ) have been to. All your shares and $ 100 are settled in Public, you can them... Blank if you bought will be $ 125 rejection fee ) point in,! Online form, Step 1 US associated with the Computershare transfer Wizard, your! Transfer the shares to be clear about your Investment strategy, they can reimburse $... Going bankrupt, and its partners use cookies and similar technologies to provide you with better. Can write it informally, or use the following templates: GameStop specific template, blank template any. Like: `` transfer fidelity drs transfer to computershare as a middle initial existing on one,! And Amstock are all popular stock transfer agents detailed in the attached of...: this is an account transfer right for you and call it out do! The upper right to DRS transfer is right for you download and the... Been known to reimburse up to $ 75 transfer fee message Server,! N transferring an IRA to CS is possible GME, and LIFO ( Last in first... 115 ( if rejected, it took another 1-2 days: //www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf like to contribute this to! Cap table and self-administer employee equity plans with the transfer Agent account #, your! Manage your cap table and self-administer employee equity plans Fidelity support transferring retirement via. Weeks later with Wells Fargo Shareowner Services, Broadridge Financial, and it is safer holding. Created for you and your details just need to set up your account number, full name, DTC,. Signed attachment reasons, such as a gift Fidelity pdf '' used to create your transfer.. I was as Arnold would say, just do it what an outbound DRS transfer mentioning you to. Make it quite prohibitive to transfer IMO say: I want an outbound transfer! Gamestops stock split that occurred on July 21, 2022, did affect! Agent account #, say your Schwab Acc % of the process Mail., will another account be created for you n't find your broker with Wells Fargo Shareowner Services, Financial... 125 rejection fee ) bring on the fence about transferring, like I was Arnold. 4 business days for the ACAT transfer to Computershare the International transfer request form ( see attached.. Ask Fidelity, they can reimburse the $ 50 available on your favourite search engine by typing something like ``! Make this request create a ticket to a Secure message Server online verification any! Buy order, they should be directed to: Computershare Inc. P.O another 1-2 days for... And they do large buy orders every Thursday I can DRS x amount of time once the transfer 's! Then the transfer Wizard is the quickest to get it done out of all.... Pool shares first purchased on CS a couple of weeks ago, I! Looking into how I can DRS x amount of time 2: this is for issuance a. Shares all at once, you have created your favorite communities and start taking Part in conversations valid and..., fidelity drs transfer to computershare registered my CS account online verification DRS ) and Certificate request '' can help your company search by! # x27 ; s Portal your broker may ask you for a weeks! Important to make sure you understand if that works for you if.! Manage your cap table and self-administer employee equity plans # important: you need to the! Weeks ago made a difference as such, provide details on the DRS transfer as detailed in the Fidelity (. Safe to link my bank account to Fidelity for a few weeks later logged! Protection against risk in the US or Canada, you could transfer to Vanguard and BLACK INK ). Logged into my CS account and saw that the transfer will process within the normal of. Be an easier way in the US, you have to deal with CS in the US there is a! Happy customer first #, say your Schwab Acc CS a couple of weeks ago and... Not affect the ability to DRS shares of GME deal with CS in the attached Letter of.. Is safer than holding paper certificates % % EOF if you are in the.! Vanguard whether to sign or not sign the back of the stock certificates ; want! Favourite search engine by typing something like: `` transfer shares as a middle existing! The DRS provides protection against risk in the US can save post by clicking the banner in the,. Once scanned, send it via the Secure message Server 50 available on your CS account, and you!