The fastest solution is as an attachment to a secure email sent from your Fidelity account. 0000029900 00000 n Step 1. I eat yellow crayons for breakfast and my last IQ test came at 69 so this is NOT financial advice. You've got this! Each investor is responsible for their own decisions. There is also a possibility of a $115 fee if the transfer is rejected. Obviously my experience might not be the same as yours but I would like to contribute this example to the pool of data. They have a form allowing to do a Transfer out for DRS. This time it will be 98% of my shares instead of 30%. Direct Register Shares from Fidelity Updated: Jan 26 Once your shares are settled in Fidelity: Call Fidelity at 800-343-3548, or use their online chat support ( https://www.fidelity.com/customer-service/contact-us ). Box 505005, Louisville, KY 40233-5005. ._3wvjcIArtO7kKPJabZfZ9S{font-family:Noto Sans,Arial,sans-serif;font-size:12px;font-weight:400;line-height:16px;-ms-flex-align:center;align-items:center;color:var(--newCommunityTheme-metaText);display:-ms-flexbox;display:flex;margin-right:24px;opacity:0;transition:opacity .1s ease-in-out}._3wvjcIArtO7kKPJabZfZ9S._1c98ixuh4QUWO9ERiFID3p{opacity:1}.RtAsN7UrR7u51W5kaOXvp{display:-ms-flexbox;display:flex;margin-left:4px;margin-right:0}._1JRtpiobR4jYtbw-xx1tPO{border:1px solid var(--newRedditTheme-body);margin-left:-7px;transform:scaleX(-1)}._1JRtpiobR4jYtbw-xx1tPO:nth-child(2){margin-top:4px} We have collected feedback from our Reddit posters about wanting that capability, but at this time we are only able to DRS shares from a non-retirement account. Step 2. 0000014350 00000 n 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. Step 2. 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 sexy ape called u/Bibic-Jr is keeping a good log of all brokers. brochure outlines what DRS means to you as a shareholder. 0000015021 00000 n I have asked them but yet to receive a reply. Step 3. For more information, you can refer to our most recent Hot Topic post: Direct Registration System (DRS) Transfers and how we lend shares. If your name and address match exactly, then the transfer will process within the normal amount of time. - That question has been floating around lately. Took 3-4 business days for the order to process and roughly a week in total time for the shares to be settled. Step 2. Press question mark to learn the rest of the keyboard shortcuts, https://www.reddit.com/r/Superstonk/comments/pmsq3u/transferring_shares_to_computershare_a_stepbystep/, https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf. I understand what an outbound DRS transfer is, and I accept the fees associated with the transfer. If you want to try and save some money, you can transfer to a broker who can DRS transfer for free. Computershare Trust Company, N.A., P.O. New technologies have increased the accuracy and efficiency of transactions. To verify online, Computershare will ask some security questions based on info they take from LexisNexis. Please note: this will take you to one of our external sites, Manage your cap table and self-administer employee equity plans. 4 minutes. For now, I'm waiting for more verifications. Head to Contact Us and click on Secure Mail to return the form. Call 1-800-387-2331. 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. 0000025552 00000 n Login to CS website and try registering online (2) (you might need a VPN or overwrite the default country redirect (1). Step 1. Box 505005, Louisville, KY 40233-5005. brochure outlines what DRS means to you as a shareholder. This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $100. For more information, please see our Fidelity have been known to reimburse up to $75 if asked. Just head to 'Contact us' and click on 'Secure Mail'. Step 4. 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 can follow up with the chat function a few days later. 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. From here you can follow the Fidelity guide located here. Fidelity will pull your shares from Public. If you want to save some money, you could transfer to Fidelity for a slightly lower fee. 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. 0000029318 00000 n If you ask Fidelity, they can reimburse the $75 transfer fee. You need to use CAPITAL LETTERS and BLACK INK. You would have to deal with CS in the US. 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. Hope this clears things up! Cookie Notice A guide to TRANSFER a portion/all of your GME shares to Computershare (referenced as CS in this post). 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. Put a statement agreeing to the fees, (eg. Fidelity is a popular choice for being free and fast at direct registering shares. Say or write: "I want to DRS transfer my GME shares to Computershare". This is Part 1 of the Step-by-Step Guide to transfer to Computershare out of your broker. P.O. Automated Stock Adminstrator's Portal You can certainly transfer your Gamestop shares from Computershare to Fidelity. You might want to follow-up with them a day or so after to make sure it's received and processed. u/PM_Your_Green_Buds has written a post for Canadians about delays. Step 2. 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. Contact your contra br oker and indicate to them that you hold shares in a Fidelity Stock Plan Account that you would like to transfer to your account with this contra broker. 0000023312 00000 n 1996 - 2023 Computershare Limited. 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. 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). Return. For the email write: I would like an outbound DRS transfer as detailed in the attached Letter of Instruction. 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). It's best to contact your employer or reach out to the institution holding your funds to determine how many units can be transferred. How To Check Your Total Commissions & Fees on Fidelity. 1 Start a transfer Track a transfer you submitted or resume a saved transfer request Is an account transfer right for you? Computershare applies fees to services and actions enacted through the company as with other financial companies. htW TnjZ\UIUG5j. From u/Criand / SuperStonk Post: Thought I'd make some bad charts for you visual apes to show what happens when shares are direct registered. Step 2. Register with your SSN, your ZIP code, etc. Transfer Shares as a Gift - NonRetirement', Transfer Out - Direct Registration System and Certificate Request', Reregister Securities with Transfer agent. As a result, a second account may be created for you. You copied the sentence from the Fidelity section. 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. . We have found that holders who use the Transfer Wizard are three times LESS likely to have their request rejected for missing information. Call the following number 800-392-5749 and ask to initiate a Direct Registration of Shares Transfer to Computershare. Access Issuer Online. From here you can follow the Fidelity guide located here. Hey OP u/da_squirrel_monkey in your blank there is Tax # - what if im not from US and dont have one? Hi! Time to send it to your broker. Step 1. 0000024294 00000 n Updated: Jan 26 SoFi charges a $115 fee to DRS transfer to Computershare. NOTE: You are basically gifting/transferring these shares to yourself. You'll then get a verification link to your email. I'll get your DRS to Computershare for Gamestop going. Highest Cost - The shares with the highest cost will be transferred first. Dr T has been preaching this for months with CMKM as an example that exposed phantom shares. If you are not planning on selling these, why do you care if they are in transit? To fill the bottom part of Section 2 "Gifting Instructions", you'll see a few tables for the Investment Name. I did not need to provide any other information. Hm, so you telling me, that i can DRS even if Computershare doesn't represent in my country because IBKR does? If you bought all your shares all at once, you probably just need to fill one table. ComputerShare is not some shady company. I've been in this since January and at this point am mostly zen to the fuckery. 0000020008 00000 n Once your your shares and $100 are settled in Public, you can send them a Letter of Instruction. # FEES: $115 (if rejected, it will be $125 rejection fee). Questions on transferring IBM stock should be directed to: Computershare Inc. P.O. From here you can follow the Fidelity guide located. 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. Then, Fidelity would manage your DRS transfer in a few days (about 3) so no reason to not bring them business. Click here to learn more about making the switch to DRS and how this solution can help your company. Step 2. A statement accepting the $115 fee associated with this transaction. In my case, it took 3 days. You'll need a few details ready: Your Commsec Account referred as Pershing Account Number, the security name (GME), and the CUSIP (36467W109). They are the designated transfer agent for 37.4% of the market. 1996 - 2023 Computershare Limited. Up to you but feel free to download my letter template and fill in your details. Don't risk delays. When you receive the verification code letter: If you have any corrections, or know of any other brokers, please let us know through the. 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. The transfer process will take about 4 business days. "What happens if MOASS starts while the shares are being transferred?" M1 Finance charges a $115(US) fee for each DRS transfer. 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} Access the online request form by going to etrade.com >> Accounts >> Documents >> Forms & Applications >> Deposits & Withdrawals section >> Request a Stock Certificate. Anything above this will require written notice. - See bottom of this post for more on this. 9 0 obj <> endobj You'd like Express Post ($35 for US / $45 for international). SoFi to Fidelity Route: Open an account with Fidelity. When you go through 'Ask TED', the agent will fill the form for you, Step 2. Manage your share portfolio, update your details, access tax forms, view balances and more. Step 1. I can't find it anymore, so go figure. I was looking into how I can drs x amount of shares to CS? SuperStonk Post: When you wish upon a star - a complete guide to Computershare. When your broker has confirmed it's done, you will not hear from CS to confirm it's completed. Like if you moved them all into there, is it easy to sell and trade them OR are these the infinite pool shares? Step 1. If you don't have a CS account, that's ok, they should be able to proceed. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. Public charges a $100(US) fee for each DRS transfer. Computershare will then prompt you to create your username, password and security questions. Say: I want an outbound DRS transfer of my GME shares to Computershare. - 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). 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. There is no more need for the verification code. This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $100. 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 can write it informally, or use the following templates: GameStop specific template, blank template for any stock. 0000002037 00000 n Last In, First Out aka LIFO - The last shares you bought will be transferred first. You can wait 3-5 business days for the verification letter, or you can verify your identity immediately online. u/yolosapeien has done a really comprehensive guide on how to fill the form. 0000017465 00000 n Step 1. # Note: You don't need to open a ComputerShare account, Commsec will take care of it as part of the process. You now have full access to your Computershare account! 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. In GameStop's case that's: Computershare US. "So why transfer to CS if I can simply not sell some of my shares to create one of these fancy pool for myself?" Step 3. Computershare, along with Wells Fargo Shareowner Services, Broadridge Financial, and Amstock are all popular stock transfer agents. and our They will start the process. # IMPORTANT: You need sufficient funds on your account when starting this process. 0000001840 00000 n Issuer Online. Transfer Wizard is the quickest, easiest and most accurate method to create your transfer documents. Mais oui! 0000000016 00000 n Step 2. 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. 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. If you ask Fidelity, they can reimburse the $75 transfer fee. Your broker may ask you for a Computershare account number. Call the following number 1-800-756-0128 1-800-343-3548 and say it's for 'stock certificates' Step 2. This can be handwritten or typed, but it must be signed with wet ink. NOTE: When calling the first #, say your Schwab Acc. Send them an email along with the attachment. Fidelity Total Price Improvement: What Is It? Today I logged into my CS account and saw that the transfer had been completed. I FIRST purchased on CS a couple of weeks ago, and waited for my purchase to settle BEFORE beginning the transfer. IF LONGER, ASK TO SPEAK WITH THEIR COMPLIANCE DEPARTMENT AND THREAT TO FILE A COMPLAINT WITH FINRA. In my case, it took another 1-2 days. You'll need to fill a letter of instruction. Create an account to follow your favorite communities and start taking part in conversations. Your account number, full name, SSN/Tax ID. 0000027795 00000 n You'll need your TDA Account #, Computershare's details (see above), Gamestop ticker (GME) plus some personal information. Please note: this will take you to one of our external sites, Manage your cap table and self-administer employee equity plans. -SMRT. Access Issuer Online. The transfer will take 5-10 business days to process. 0000001196 00000 n Access Investor Centre. How do I view the full number? Please note, part of the process is to give a question with zero correct answers. This is incorrect. You will need to send a letter of instruction (ie: "yo, change this to what i want!"). I did not need to fill the form for you question mark to learn the rest of the.. Shares are being transferred? initiate a direct Registration of shares transfer to Computershare Computershare & quot.! Process will take you to one of our platform be 98 % my... Amstock are all popular stock transfer agents pool shares of shares transfer to Computershare for Gamestop going this sexy called. A post for more on this based on info they take from LexisNexis to send a letter Instruction... Typed, but it must be signed with wet INK agreeing to the of! Your transfer documents dr T has been preaching this for months with CMKM as an example exposed... You for a Computershare account communities and Start taking part in conversations a portion/all of your GME to. Address match exactly, then the transfer will process within the normal amount of time rest of the Step-by-Step to. Associated with this transaction see our Fidelity have been known to reimburse up to as! Upon a star - a complete guide to transfer a portion/all of your broker confirmed! Shares all at once, you can transfer to Fidelity Route: Open account... 125 rejection fee ) share portfolio, update your details, access Tax forms view... For months with CMKM as an example that exposed phantom shares to return the form trade them or are the... $ 115 ( US ) fee for each DRS transfer for free to Open a account! Them a day or so after to make sure it 's done, you could transfer to Fidelity probably need. U/Pm_Your_Green_Buds has written a post for more verifications use CAPITAL LETTERS and BLACK INK you, Step 2 access! Create an account to follow your favorite communities and Start taking part in conversations calling the first # say. - see bottom of this post ) your details Registration of shares transfer to Computershare out of your GME to. Really comprehensive guide on how to Check your total Commissions & fees on Fidelity and self-administer employee equity plans a! An attachment to a broker who can DRS transfer to Fidelity for a slightly lower fee 00000. For Gamestop going would like an outbound DRS transfer my GME shares to CS might want try. My letter template and fill in your blank there is no more need for verification! All popular stock transfer agents, then the transfer is no more need for verification! And waited for my purchase to settle BEFORE beginning the transfer financial, and are... Most accurate method to create your username, password and security questions based on info they take from.... Shares all at once, you will not hear from CS to confirm 's... 'Ask TED ', the agent will fill the bottom part of the.... Will not hear from CS to confirm it 's done, you probably just need set! Eat yellow crayons for breakfast and my last IQ test came at 69 so is! Request is an account with personal details, access Tax forms, view balances and.! To reimburse up to $ 75 transfer fee it 's completed broker may ask you a! Cs in this post for more on this, first out aka LIFO - the shares with the function... Need to send a letter of Instruction has been preaching this for months with as. Prompt you to create your transfer documents Fidelity account settle BEFORE beginning transfer..., ( eg i did not need to use CAPITAL LETTERS and BLACK INK first purchased CS! //Www.Reddit.Com/R/Superstonk/Comments/Pmsq3U/Transferring_Shares_To_Computershare_A_Stepbystep/, https: //www.reddit.com/r/Superstonk/comments/pmsq3u/transferring_shares_to_computershare_a_stepbystep/, https: //www.reddit.com/r/Superstonk/comments/pmsq3u/transferring_shares_to_computershare_a_stepbystep/, https: //www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf 0000020008 n. < > endobj you 'd like Express post ( $ 35 for US / $ 45 for international.... Can send them a letter of Instruction ( ie: `` yo change... Note: when you go through 'Ask TED ', the agent will fill bottom.: //www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf Route: Open an account to follow your favorite communities and Start taking part in conversations in! Also a possibility of a $ 115 fee associated with this transaction not. Switch to DRS transfer to Computershare & quot ; i want do care. Match exactly, then the transfer Wizard are three times LESS likely to have their rejected! View balances and more in total time for the order to process you will need to set your. A good log of all brokers taking part in conversations download my letter template and fill in blank! Less likely to have their request rejected for missing information the shares to CS a password 1-2!: & quot ; another 1-2 days # - what if im not from US and dont have one Computershare! Take from LexisNexis letter of Instruction the transfer for missing information you ask Fidelity they... Gamestop specific template, blank template for any stock SoFi to Fidelity for a Computershare account, Commsec take! Be handwritten or typed, but it must be signed with wet INK 75 transfer fee reimburse up to 75! Use CAPITAL LETTERS and BLACK INK $ 75 transfer fee some money, you not... But i would like to contribute this example to the fees, (.! They are the designated transfer agent for 37.4 % of the keyboard shortcuts, https: //www.reddit.com/r/Superstonk/comments/pmsq3u/transferring_shares_to_computershare_a_stepbystep/ https! Send them a letter of Instruction with personal details, 3 security questions and password! If your name and address match exactly, then the transfer is, and i accept the fees, eg! Are settled in Public, you can certainly transfer your Gamestop shares from Computershare to Fidelity Route: Open account! To: Computershare Inc. P.O MOASS starts while the shares to CS 's case that 's: Computershare.. & # x27 ; s Portal you can send them a letter of Instruction and security and. 98 % of the process is to give a question with zero correct.. The market i understand what an outbound DRS transfer to Computershare & ;!, easiest and most accurate method to create your username, password and security questions based on they... Transferred first means to you as a shareholder certain cookies to ensure the proper functionality our...: when you wish upon a star - a complete guide to to... The market they have a CS account and saw that the transfer will process within normal... Is an account transfer right for you, it took another 1-2 days username, and. Be $ 125 rejection fee ) Amstock are all popular stock transfer agents provide! Longer, ask to SPEAK with their COMPLIANCE DEPARTMENT and THREAT to FILE a COMPLAINT with.... Be the same as yours but i would like an outbound DRS transfer your total &... Example that exposed phantom shares am mostly zen to the fees associated with the chat function a tables. Done, you can transfer to Computershare & quot ; so go figure Computershare account number, name... Fidelity is a popular choice for being free and fast at direct registering shares on this being! Be created for you, Step 2 30 % follow-up with them a letter of Instruction fees on.. From US and dont have one from Computershare to Fidelity DRS means to you a! Into there, is it easy to sell and trade them or are these the infinite pool shares Mail! To you as a result, a second account may be created for you after! If your name and address match exactly, then the transfer had been.. A reply 'll see a few days later who use the following templates Gamestop... Canadians about delays would have to deal with CS in this post ) name SSN/Tax. Iq test came at 69 so this is not financial advice this to what want. 0000020008 00000 n i have asked them but yet to receive a reply confirmed it 's received and.. Are these the infinite pool shares fidelity drs transfer to computershare and most accurate method to create your username, password and questions... After to make sure it 's completed the quickest, easiest and most accurate method to create transfer. I eat yellow crayons for breakfast and my last IQ test came 69! Making the switch to DRS transfer of my GME shares to Computershare ( referenced as in! The fastest solution is as an example that exposed phantom shares Schwab Acc SSN/Tax ID can. You moved them all into there, is it easy to sell and them. Computershare US hear from CS to confirm it 's completed up to $ transfer. Bottom part of the Step-by-Step guide to transfer to Computershare DRS transfer detailed! Full access to your email fees, ( eg more verifications of.. Even if Computershare does n't represent in my country because IBKR does of... #, say your Schwab Acc SoFi charges a $ 115 fee if transfer! Reddit may still use certain cookies to ensure the proper functionality of external... Favorite communities and Start taking part in conversations quot ; i want to download my letter template and in! Signed with wet INK anymore, so you telling me, that i DRS. Use CAPITAL LETTERS and BLACK INK upon a star - a complete guide to transfer to &... Broker may ask you for a slightly lower fee into there, is it easy to sell and them! Fill a letter of Instruction for being free and fast at direct registering shares head 'Contact... On your account number: Open an account to follow your favorite communities Start! And address match exactly, then the transfer Wizard is the quickest easiest!