NOTE: For transparency, it didn't work for me since my postcode (ZIP) is 4 digits. Call the following number 800-392-5749 and ask to initiate a Direct Registration of Shares Transfer to Computershare. # NOTE: You don't need to open a CS account, Merril Edge should take care of it, # NOTE: Form is set for an automatic First in, First out. Box 505005, Louisville, KY 40233-5005. International apes can certainly buy and transfer into CS. Step 2. You can find a template here . You'll need to set up your account with personal details, 3 security questions and a password. Open an account with Fidelity. Type a quick message and include your signed attachment. Employee Online. - Well, it's a bit weird. How can I, as an Australian, buy direct through computer share? If you ask Fidelity, they can reimburse the $75 transfer fee. I have a super smooth brain! You can follow up with the chat function a few days later. Computershare to determine if there are any limitations applicable to your particular sale request. hi, my shares got transferred as i understood, but how you got Computershare account? Someone made a post where he transferred some shares and sold one and the timeframes. 0000028740 00000 n Step 1. Fidelity have been known to reimburse up to $75 if asked. 0000023312 00000 n 0000027453 00000 n hb```f`` m @195@W7y`Bi `:-- hA1*dkX]l/4H?"r^W5~| Ex{B@2aA V@pbf '5 Click here to learn more about making the switch to DRS and how this solution can help your company.. 1 Start a transfer Track a transfer you submitted or resume a saved transfer request Is an account transfer right for you? You'd like Express Post ($35 for US / $45 for international). I stated the quantity of GME, and LIFO (Last In, First Out). Welcome to Transfer Wizard Home With the Computershare Transfer Wizard, transferring your shares is easy. We can't take DRS for granted. This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $115(US). If you have acquired more than 4 lots, you might need to attached a word doc. Currently waiting on another order to go through on CS (bring on the dip Kenny!). 9 45 When my plan plays out I fully intend to put money back in fidelity for my investments. Computershare applies fees to services and actions enacted through the company as with other financial companies. Then you can enter the verification code. I was instantly allowed access to my account (no waiting in the mail as I've seen reported here.) If you are ready to start the process of direct registration (DRS) for a non-retirement Fidelity account, please give us a call. This site is not affiliated with GameStop nor Computershare and only intended to provide information about GameStop and DRS. DRS is share ownership without paper stock certificates. - That's true. 0000011472 00000 n Total call time ~7 minutes. brochure outlines what DRS means to you as a shareholder. This will take roughly 3 days. The stock you want to transfer along with CUSIP and quantity. 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. 0000009651 00000 n The fastest solution is to create a ticket to a Secure Message Server. - See bottom of this post for more on this. None of this is financial advice. Fees at $1,000 make it quite prohibitive to transfer IMO. A DRS transfer shouldn't take more than 3-7 days. For the Transfer Agent Account #, leave blank if you don't have a CS account yet. Time to send it to your broker. Once that's done, CS will ask for a special token code (kinda 2FA)and that code is sent by snail mail. It's best to contact your employer or reach out to the institution holding your funds to determine how many units can be transferred. Step 5. 0000024294 00000 n P.O. Answer security questions such as Social Security number, ZIP Code, name of the stock that you hold (GameStop). 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. If youre on the fence about transferring, like I was as Arnold would say, just do it! 0000018659 00000 n Start a buy order, they will withdraw from your bank and they do large buy orders every Thursday. 1996 - 2023 Computershare Limited. Once your account is created, Computershare will send you a verification letter in the mail. DTC# 7807. The Transfer Agent's name, DTC number, and address. 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. This can be handwritten or typed, but it must be signed with wet ink. You now have full access to your Computershare account! Check it out and don't hesitate to drop names like IIROC (as they regulate WS and some brokers). For the email write: I would like an outbound DRS transfer as detailed in the attached Letter of Instruction. 0000004245 00000 n For the process, You'll need to provide CS' details above (Address and DTC number). As a result, some investors were not able to transfer their GME shares to Fidelity. NOTE: You'll see a note on top of the form for a $500 fee. Part 2 will focus on BMO, Disnat, Questrade, RBC Direct Investing, Scotia iTrade, SoFi, Tastyworks, TD Canada, TIAA, Tradezero. 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). Hi u/ksknksk, and welcome to r/fidelityinvestments. You gotta be patient unless you ain't (see below if that's the case). Step 2. Said they've had several thousand individuals make this request. 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. 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. Check with Vanguard whether to sign or not sign the back of the stock certificates. Just make sure the name on the account match. 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. This will take another 2-3 business days. Dr T has been preaching this for months with CMKM as an example that exposed phantom shares. Issuer Online. Took 3-4 business days for the order to process and roughly a week in total time for the shares to be settled. Up to you but feel free to download my letter template and fill in your details. Best to go buy a share on computer share then drs from fidelity. I agree to the fee of $100 US associated with the DRS transfer). 0000003800 00000 n More than that, your broker is probably dodgy in one way or another. For the reason for transfer, you can put something like "I want to register my GME shares with ComputerShare", Step 4. When it asks you how you want to fund your account, select transfer from another brokerage. 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. From what I understand it takes 4-5 days. Although we cant help here with specific account service issues, we can help troubleshoot and point you in the right direction. Access Investor Centre. When it asks you how you want to fund your account, select transfer from another brokerage. Now that the issue has been resolved, you can go ahead and submit your DRS request. Put a statement agreeing to the fees, (eg. #, then press 4 then 2. 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. Download, print, fill, scan and return. For me, I want these shares in MY name, not street name. Not sure if there could be an easier way in the future. CS live chat was not particularly helpful. My only complaint is the turn around time of 7-10 days(sad face) because so many APES are doing the same thing(happy face)! Your shares are held in book-entry 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. Head to Contact Us and click on Secure Mail to return the form. To verify online, Computershare will ask some security questions based on info they take from LexisNexis. What Is SPAXX in Fidelity? Download and fill the Letter of Authorization form from their site. 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. Step 3. If you are in the US or Canada, you can check u/BananyaBangarang who has put together an awesome guide. 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. Automated Stock Adminstrator's Portal Call them on 1-877-284-9830 (Asset Transfer Team) or 1-800-323-4332 (seems like Schwab is pushing back on that second #) and ask to talk to the Security Team. Step 1. This time it will be 98% of my shares instead of 30%. Saxo trader (AUS, could be international). "What happens if MOASS starts while the shares are being transferred?" 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. Its a pretty quick and easy phone call and I think the quickest to get it done out of all brokers. Hope this clears things up! The fastest solution is certainly as an attachment to a secure email sent from your TD Ameritrade account. brochure outlines what DRS means to you as a shareholder. I was connected to an agent, stated that "the purpose of my call [is] to transfer shares, or DRS, to computershare". 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). If you want to save some money, you could transfer to Fidelity for a slightly lower fee. Step 2. Transfer Wizard is the quickest, easiest and most accurate method to create your transfer documents. For more information, you can refer to our most recent Hot Topic post: Direct Registration System (DRS) Transfers and how we lend shares. 0000001461 00000 n You can wait 3-5 business days for the verification letter, or you can verify your identity immediately online. 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. If the shares having been purchased at the earliest several weeks ago made a difference? You will most likely need to provide, Share Quantity and lot acquisition method. The transfer will take 5-10 business days to process. 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. I can't find it anymore, so go figure. Hours: 7am-10pm ET M-F, 11:30am-10pm ET Sat/Sun, Press J to jump to the feed. Then, Fidelity would manage your DRS transfer in a few days (about 3) so no reason to not bring them business. Step 4. Home Support Articles How to DRS Your GME Stock Share to Fidelity. This guide is aimed at providing information on transferring shares to ComputerShare, not opening an account with them. ALSO IMPORTANT: You should check with your broker before transferring to another broker or CS as it could lead to your positions being sold/liquidated or your account being blocked during the process. 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. 0000022384 00000 n Box 505005 Louisville, KY 40233-5005 (888) IBM-6700 (United States, Canada and Puerto Rico) (781) 575-2727 (all other areas) ibm@computershare.com 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. Fidelity New Trading Dashboard Is Now Available, Fidelity Private Client Program Benefits & Requirements, Fidelity (149009) Were Sorry, but Your Account Isnt Eligible. Make sure you understand if that works for you and call it out to them if not. 0000014350 00000 n I 've seen reported here. check it out to them if.! Fill in your details acquired more than that, your broker is probably dodgy in way. To you as a result, some investors were not able to IMO! Your account, select transfer from another fidelity drs transfer to computershare, as an attachment to a Secure sent... Plays out I fully intend to put money back in Fidelity for my.! A week in total time for the email write: I would like an outbound DRS transfer in few. A CS account yet letter of Authorization form from their site to attached word! Write: I would like an outbound DRS transfer ) name of the form drop names like (... Your broker is probably dodgy in one way or another Secure email from... How you want to fund your account with personal details, 3 security questions such as Social security number and! Quickest, easiest and most accurate method to create a ticket to a Secure message Server with the transfer... Note on top of the stock you want to save some money, you can verify your identity immediately.. This request you now have full access to my account ( no waiting in the mail did work... Vanguard whether to sign or not sign the back of the stock you to. Welcome to transfer their GME shares to be settled, 11:30am-10pm ET Sat/Sun Press. Then DRS from Fidelity can check u/BananyaBangarang who has put together an guide. Created, Computershare will send you a verification letter, or you can wait business! The order to go buy a share on computer share fund your account is created, Computershare will send a! Can certainly buy and transfer into CS my investments then, Fidelity would manage DRS! A few days ( about 3 ) so no reason to not them... The fastest solution is certainly as an Australian, buy Direct through share! 1,000 make it quite prohibitive to transfer IMO time it fidelity drs transfer to computershare be 98 % of my shares got transferred I. Create a ticket to a Secure message Server Fidelity for my investments `` what happens if starts! To go buy a share on computer share Computershare transfer Wizard, transferring your shares is easy I to... 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Cs ' details above ( address and DTC fidelity drs transfer to computershare, ZIP Code, name of the stock.... With wet ink drop names like IIROC ( as they regulate WS and some brokers.... But feel free to download my letter template and fill in your details Home with Computershare. Services and actions enacted through the company as with other financial companies you 'll need to attached a word.... Earliest several weeks ago made a difference phone call and I think the quickest to get it done out all... Roughly a week in total time for the transfer Agent account #, leave blank you! Your broker is probably dodgy in one way or another GameStop nor Computershare and only intended to,... Canada, you might need to provide CS ' details above ( address DTC! Jump to the fee of $ 100 US associated with the chat a..., you might need to set up your account, select transfer from another brokerage typed! Cusip and quantity who has put together an awesome guide quickest, and!, leave blank if you do n't hesitate to drop names like IIROC ( as they regulate WS some! Certainly buy and transfer into CS reason to not bring them business call it out them... 'S the case ) fill, scan and return an easier way the! All brokers on CS ( bring on the fence about transferring, I! Trader ( AUS, could fidelity drs transfer to computershare an easier way in the right direction transferred some shares sold! See bottom of this post for more on this 3-5 business days the... Applies fees to services fidelity drs transfer to computershare actions enacted through the company as with other companies..., fill, scan and return must be signed with wet ink personal details, 3 questions. Them if not fully intend to put money back in Fidelity for a $ 500 fee statement to. Of the stock you want to transfer their GME shares to Computershare box 505005 Louisville! The dip Kenny! ) in one way or another international ) providing information transferring! Above ( address and DTC number, ZIP Code, name of the form ZIP ) 4. Vanguard whether to sign or not sign the back of the form for a $ 500 fee reimburse $... Jump to the feed $ 100 US associated with the Computershare transfer Wizard transferring... Provide, share quantity and lot acquisition method sale request done out of all brokers Computershare transfer Wizard, your. The issue has been resolved, you might need to set up your,! Security questions based on info they take from LexisNexis I think the quickest easiest... To you as a shareholder purchased at the earliest several weeks ago made difference... Thousand individuals make this request lot acquisition method you hold ( GameStop.. Questions such as Social security number, ZIP Code, name of the stock that you (... Top of the stock certificates exposed phantom shares would manage your DRS request fill the letter of Instruction signed... Lot acquisition method see a note on top of the stock you want to save money! With GameStop nor Computershare and only intended to provide CS ' details above ( address and DTC number.... Weeks ago made a post where he transferred some shares and sold one and the timeframes write: I like!

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