They have a form allowing to do a Transfer out for DRS. Like if you moved them all into there, is it easy to sell and trade them OR are these the infinite pool shares? It's seriously retard-proof. Fidelity is a popular choice for being free and fast at direct . If not, then it will take another 2-3 business days. Download, print, fill, scan and return. #, then press 4 then 2. One last thing, be patient and kind with the customer service reps on both the broker side and CS side. DRS is share ownership without paper stock certificates. This is outlined for each broker below and; The process with CS (ie: create your account, register your account). Said they've had several thousand individuals make this request. 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. Privacy Policy. Direct link for TDA form: https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf. Manage your share portfolio, update your details, access tax forms, view balances and more. The end result though is a transfer from Friday morning to Tuesday morning. 0000015021 00000 n
Make sure you can transfer your shares. ComputerShare is not some shady company. Step 1. All rights reserved. First In, First Out aka FIFO - The first shares you bought will be transferred first. 9 0 obj
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From u/Criand / SuperStonk Post: Direct Registering Shares (DRS) is the MOASS key handed on a golden platter. Heard we are doing round 2 of DRS! You can wait 3-5 business days for the verification letter, or you can verify your identity immediately online. This will take roughly 3 days. If more, I guess you have a few options: YOU PRESSURE THEM TO GET IT DONE FASTER: They will more likely push back but you can try. Receiving firm's details (CS): Name, Address, DTC #, and who you want the shares to be registered to. As the Company's transfer agent, Computershare keeps a record of your shares on the Company's register of owners. Form is available on the Fidelity website here, Step 4. It can take 3-5 business days for the lots to show correctly on Fidelity.com. Best to go buy a share on computer share then drs from fidelity. You can save post by clicking the banner in the upper right. You can then set up your account. hey, my account number appears as @*****####, where @ is a letter, # are numerals, and the asterisks are litterally asterisks. 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. 2. ork with your contra broker to complete the International Transfer Request Form (see attached). Last In, First Out aka LIFO - The last shares you bought will be transferred first. Its important to make sure you evaluate if a DRS transfer is right for you. Once your account is created, Computershare will send you a verification letter in the mail. If you don't have a CS account, that's ok, they should be able to proceed. Step 2. Op, edit your first line of TD ameritrade. Issuer Online. Individuals. All of my shares have been settled for a while. This site is not affiliated with GameStop nor Computershare and only intended to provide information about GameStop and DRS. 0000000016 00000 n
Step 1. Answer security questions such as Social Security number, ZIP Code, name of the stock that you hold (GameStop). 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. Login using the username, and password you have created. A guide to TRANSFER a portion/all of your GME shares to Computershare (referenced as CS in this post). The DRS provides protection against risk in the case of a brokerage going bankrupt, and it is safer than holding paper certificates. Check it out and don't hesitate to drop names like IIROC (as they regulate WS and some brokers). Transfer Wizard is the quickest, easiest and most accurate method to create your transfer documents. On the same day, I called the number for fidelity (as seen in the stickied post), stated "stock certificates" and was asked to verify my login details to my account via my phones numpad. Make it clear you just transferred shares, do not have a registration yet, and don't want to wait for regular post. I'm Diego, 38, and I currently reside in New York. "What happens to my shares once they are 'transferred' to CS?" Call the Onboarding line on 1-855-730-0325 as they are more knowledgeable about DRS Transfer. 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). Step 2. 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. 0000027453 00000 n
Here is something I found really quickly. What Is SPAXX in Fidelity? This can be handwritten or typed, but it must be signed with wet ink. Your login for CS is totally unrelated to your broker's login. Computershare applies fees to services and actions enacted through the company as with other financial companies. Step 3. To fill the bottom part of Section 2 "Gifting Instructions", you'll see a few tables for the Investment Name. The Transfer Agent's name, DTC number, and address. 1. 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. If you ask Fidelity, they can reimburse the $75 transfer fee. Create an account to follow your favorite communities and start taking part in conversations. How do I view the full number? Step 1. Call the following number 1-800-343-3548 and say it's for 'stock certificates'. Say or write: "I want to DRS transfer my GME shares to Computershare". This is simply a gathering of information available publicly. As per above, see post here. 0000029900 00000 n
A phone call is easier than you think! Thanks for reaching out to us. This is for issuance of a Certificate, not a DRS transfer. Step 2. 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. 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. 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. Step 2. Happy to investigate further if any apes want. It took me longer to figure out how to enter my fidelity password using only my phones keypad compared to talking to the rep. You can also do Online form, Step 1. Step 2. DRS is share ownership without paper stock certificates. You can write it informally, or use the following templates: GameStop specific template, blank template for any stock. Simply return your forms (and. Saxo trader (AUS, could be international). Check the box next to the security for which a certificate should be issued or a DRS transfer should be processed. Step 2. 0000023128 00000 n
Once your account is created, Computershare will send you a verification letter in the mail. 0000009651 00000 n
You can also use the Chat function. P.O. If not, there should be an option in the account management or you could check your statements and list to your brokers the shares you want to transfer. Once your your shares and $100 are settled in Public, you can send them a Letter of Instruction. More than that, your broker is probably dodgy in one way or another. Thanks op. 1996 - 2023 Computershare Limited. In most scenarios, you'll be able to transfer vested shares, which are shares that are secured in your possession. Highest Cost - The shares with the highest cost will be transferred first. I have a fidelity cash brokerage account. So read the questions carefully. CS live chat was not particularly helpful. Select an account from the drop-down menu. 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. "Computershare has a shitty ceiling on max sell?" u/yolosapeien has done a really comprehensive guide on how to fill the form. 0000004245 00000 n
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Okay, so I put in a buy order on CS. Login to your account and head to Help and Settings >> Forms and Applications >> Search for 'Outgoing partial transfer' and click 'e-sign'. Download and fill the Letter of Authorization form from their site. At that point, they should be able to pull the right form and help you out. In GameStop's case that's: Computershare US. Opinions and memes welcome. INTERNATIONAL APES: you'll need to fill a W8-BEN form. 0000018605 00000 n
If you are in the US, you can follow this kick-ass guide from u/BananyaBangarang. The number of shares to transfer and the preferred cost basis calculation method for determining "which" shares would be transferred. The transfer process is quite simple. It can take 3-5 business days for the lots to show correctly on Fidelity.com. DTC# 7807. 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. etc). Step 1. Chat Method - Start a 'Ask TED' chat and ask for an Outbound DRS Transfer or call 1-800-652-4584 and request to talk to someone for an Outbound DRS Transfer. See page 14 for contact information. I did this process and was told by fidelity they require an account number so I have to do it all over again. 0000025552 00000 n
They don't have a form but based on what other brokers are asking, you want to anticipate and provide all the details. You'll need to set up your account with personal details, 3 security questions and a password. 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. - Really valid question and it's a personal choice again. Fidelity is a popular choice for being free and fast at direct registering shares. Step 4. - Well, it's a bit weird. Once your shares and $115 are settled in SoFi: You can login and send them a Letter of Instruction through their Contact Us page. Both transfers were great customer service and they have a happy customer. endstream
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From here you can follow the Fidelity guide located. Step 4. 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. The process was so completely easy from start to finish. See below: #Note: You don't need to open a ComputerShare account, Fidelity will take care of it as part of the process. 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. If you bought all your shares all at once, you probably just need to fill one table. You copied the sentence from the Fidelity section. Someone made a post where he transferred some shares and sold one and the timeframes. I work as a financial analyst. $1m/transaction so definitely lower than my floor. None of this is financial advice. 0000020008 00000 n
Provide all details to verify your identity + card details to pay for the Express request. You now have full access to your Computershare account! Direct Registration is the way. 0000028985 00000 n
Step 1. 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. For example, you might get push-back on the DRS transfer mentioning you need a CS account. . This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $100. Obviously my experience might not be the same as yours but I would like to contribute this example to the pool of data. From here you can follow the Fidelity guide located here. 0000022384 00000 n
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). Fidelity is a popular choice for being free . # PROCESS COMPLEXITY : (Phone) / (Form/Secured online message), # METHOD: Phone or Form/Secured online message, Step 1. Step 2. The stock you want to transfer along with CUSIP and quantity. 0000012256 00000 n
The wizard validates the information as you go through the process to ensure all key elements are entered. 0000001840 00000 n
A DRS transfer shouldn't take more than 3-7 days. Call the following number 1-800-756-0128 1-800-343-3548 and say it's for 'stock certificates' Step 2. You might need to provide the following details: How many shares you'll want to transfer and the method. Tables for the lots to show correctly on Fidelity.com been settled for a while but it be. To the security for which a Certificate should be issued or a DRS transfer mentioning you need a account. Is it easy to sell and trade them or are these the infinite pool shares fidelity drs transfer to computershare a verification letter or! W8-Ben form username, and do n't want to DRS transfer is right for you IIROC ( as they more. About DRS transfer is right for you paper certificates all details to pay for the Investment.... Ok, they can reimburse the $ 75 transfer fee phone call is easier than you think could international... The Investment name issued or a DRS transfer my GME shares to Computershare quot. 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