fidelity drs transfer to computershare

I've made a blank template you can use here you can use as an attachment. INTERNATIONAL APES: you'll need to fill a W8-BEN form. You'll then get a verification link to your email. Unfortunately, for the majority of international apes, it is not possible to open an account with CS directly. 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. This guide is aimed at providing information on transferring shares to ComputerShare, not opening an account with them. It's seriously retard-proof. Anything above this will require written notice. Basically, what lot do you want to transfer (date purchased, price, Symbol & CUSIP as per above), Section 3: Payment Method (make sure you have the funds), Step 1. Thought I'd make some bad charts for you visual apes to show what happens when shares are direct registered. I want to do a Direct Registration System (DRS) of $GME stock to Fidelity. 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 . With your Letter of Instruction complete, write an email to: hello@public.com. 0000022736 00000 n 0000008649 00000 n 0000020008 00000 n International apes can certainly buy and transfer into CS. 0000002037 00000 n Fidelity is a popular choice for being free . They have a form allowing to do a Transfer out for DRS (see step 2). I work as a financial analyst. Although we cant help here with specific account service issues, we can help troubleshoot and point you in the right direction. DRS is share ownership without paper stock certificates. Open an account with Fidelity. 1996 - 2023 Computershare Limited. 0000018605 00000 n 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. brochure outlines what DRS means to you as a shareholder. See below: #Note: You don't need to open a ComputerShare account, Fidelity will take care of it as part of the process. Step 2. ELI5: You can choose which shares you want to transfer (the first ones you bought? For a successful DRS transfer, your Fidelity account must also be in good standing, and there is no margin debit balance. Just make sure the name on the account match. I was connected to an agent, stated that "the purpose of my call [is] to transfer shares, or DRS, to computershare". Hours: 7am-10pm ET M-F, 11:30am-10pm ET Sat/Sun, Press J to jump to the feed. 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. Step 3. Buckle up. This will take roughly 3 days. Make sure you follow up with them. The DRS provides protection against risk in the case of a brokerage going bankrupt, and it is safer than holding paper certificates. As the Company's transfer agent, Computershare keeps a record of your shares on the Company's register of owners. 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. Fidelity will pull your shares from Public. Your Public account number, full name, phone number, email address, Tax ID/SSN. I'll get your DRS to Computershare for Gamestop going. Say: I want an outbound DRS transfer of my GME shares to Computershare. Home Support Articles How to DRS Your GME Stock Share to Fidelity. - Really valid question and it's a personal choice again. Highest Cost - The shares with the highest cost will be transferred first. Access Issuer Online. 0000011728 00000 n 0000012256 00000 n 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. You'll need a few details ready: Your Fidelity Account #, phone number, the security name (ticker), CUSIP, lot acquisition date and cost. I am waiting on my account number. # NOTE: Review the Tax Method for transfer on Client Services >> My Profile >> General >> FIFO/LIFO (see above for more on that topic), # METHOD: Phone or Chat or Form/Secured online message, Step 1. At that point, they should be able to pull the right form and help you out. Once your account is created, Computershare will send you a verification letter in the mail. As stated above, they are not a broker yet the shares will show on your CS account, not your existing broker account. Fidelity is super friendly and helpful for transferring to computershare. This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $100. - Once again, you have to be clear about your investment strategy. 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. You can write it informally, or use the following templates: GameStop specific template, blank template for any stock. 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. 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). Took 3-4 business days for the order to process and roughly a week in total time for the shares to be settled. More than that, your broker is probably dodgy in one way or another. 0000016289 00000 n NOTE: You are basically gifting/transferring these shares to yourself. 9 45 This can be for a few reasons, such as a middle initial existing on one account, but not the other. Select an account from the drop-down menu. I stated the quantity of GME, and LIFO (Last In, First Out). 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. For the subject line write: Outbound DRS Transfer Request (Avenue account number). startxref %%EOF You can wait 3-5 business days for the verification letter, or you can verify your identity immediately online. If you ask Fidelity, they can reimburse the $75 transfer fee. Do they use PFOF? Step 1. #, then press 4 then 2. # IMPORTANT: You need sufficient funds on your account when starting this process. 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. If you have acquired more than 4 lots, you might need to attached a word doc. 0000009490 00000 n SoFi to Fidelity Route: Open an account with Fidelity. We will walk you through the process one step at a time. From start to finish it took two days to get mine transferred. This will take roughly 3 days. %PDF-1.4 % Transfer Wizard is the quickest, easiest and most accurate method to create your transfer documents. I've been in this since January and at this point am mostly zen to the fuckery. You've got this! Each investor is responsible for their own decisions. brochure outlines what DRS means to you as a shareholder. Direct Registering Shares (DRS) is the MOASS key handed on a golden platter. TLDR: Called Friday Morning, shares in Computershare today (9/28). Create your account after shares have settled in 6-7 days. Your shares are held in book-entry form. Step 5. Automated Stock Adminstrator's Portal You'll need your Fidelity Account #, Computershare's details (Address and DTC #, see above), Gamestop ticker (GME) and CUSIP 36467W109 plus some personal information. First In, First Out aka FIFO - The first shares you bought will be transferred first. He knew. Step 2. 0000015021 00000 n 0000001461 00000 n Op, edit your first line of TD ameritrade. You need to fill the form called "Transfer Shares as a Gift - Nonretirement". Step 1. 0000002663 00000 n 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. Please note: this will take you to one of our external sites, Manage your cap table and self-administer employee equity plans. I agree to the fee of $100 US associated with the DRS transfer). 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 ). Manage your employee portfolio, access tools and support features A statement accepting the $115 fee associated with this transaction. Step 2. Step 4. Access the online request form by going to etrade.com >> Accounts >> Documents >> Forms & Applications >> Deposits & Withdrawals section >> Request a Stock Certificate. Simply return your forms (and. Transferring an IRA to CS is possible. Step 1. Last month, there was a technical difficulty within Fidelity that prevent DRS transfer from happening. Up to you but feel free to download my letter template and fill in your details. "What happens to my shares once they are 'transferred' to CS?" Step 2. and our If your name and address match exactly, then the transfer will process within the normal amount of time. The date now is Friday, September 24. When you transfer or sell DRS shares, the transaction takes I have a fidelity cash brokerage account. Step 2. Print, fill and scan. Please note, part of the process is to give a question with zero correct answers. Time to send it to your broker. 0000029900 00000 n 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. 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. 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. Step 3. 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. With IBKR it's a simple process, I am currently in it. Updated: Jan 26 SoFi charges a $115 fee to DRS transfer to Computershare. Press question mark to learn the rest of the keyboard shortcuts. Put a statement agreeing to the fees, (eg. Step 1. Make a stock purchase. The wizard validates the information as you go through the process to ensure all key elements are entered. You contact Commsec for that form or download it using the link below. By accepting all cookies, you agree to our use of cookies to deliver and maintain our services and site, improve the quality of Reddit, personalize Reddit content and advertising, and measure the effectiveness of advertising. For now, I'm waiting for more verifications. Call the CS US number on +1 877-373-6374 and press *99 (or 0) twice then state it's for Gamestop. 0000001840 00000 n Step 2. Step 4. This is incorrect. - Well, it's a bit weird. If you want to try and save some money, you can transfer to a broker who can DRS transfer for free. 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. I've also uploaded a filled template on imgur to help apes fill it correctly. This will take another 2-3 business days. The agent didn't try to convince me otherwise or frankly offer any reply other than "okay, how many shares of which security would you like to transfer, and what method?" 0000017465 00000 n # PROCESS COMPLEXITY : (Phone) / (Form/Secured online message), # METHOD: Phone or Form/Secured online message, Step 1. Step 2. Investor Center. You can also mail or fax it (details on the form). CS live chat was not particularly helpful. Issuer Online. I was instantly allowed access to my account (no waiting in the mail as I've seen reported here.) To verify online, Computershare will ask some security questions based on info they take from LexisNexis. Not sure if there could be an easier way in the future. 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 also mention the Ombudsman for Banking Services & Investments (OBSI), The CSA and even threaten to file a financial institution complain at a federal level. You can also do Online form, Step 1. Download, print, fill, scan the Reregister Securities with Transfer agent form, Section 1: Computershare's details as per above (you don't need to fill the Government Securities section), Section 2: Security Description. This Part 1 covers the biggest US brokers as well as the process to register IRA shares. You can find a template here . What Is SPAXX in Fidelity? When you receive the verification code letter: If you have any corrections, or know of any other brokers, please let us know through the. The broker and Computershare will take care of the transfer and open a Computershare account for you. Computershare to determine if there are any limitations applicable to your particular sale request. . SuperStonk Post: When you wish upon a star - a complete guide to Computershare. This is Part 1 of the Step-by-Step Guide to transfer to Computershare out of your broker. For the process, You'll need to provide CS' details above (Address and DTC number). Fidelity Total Price Improvement: What Is It? Things you need to know and/or might need. 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. If you are in the US or Canada, you can check u/BananyaBangarang who has put together an awesome guide. Employee Online. Step 1. 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). You might need to provide the following details: How many shares you'll want to transfer and the method. Last month, there was a technical difficulty within Fidelity that prevent DRS transfer from happening. There is also a possibility of a $115 fee if the transfer is rejected. 0000028740 00000 n The stock (GameStop), its ticker (GME), and its CUSIP (36467W109). From here you can follow the Fidelity guide located. Reddit and its partners use cookies and similar technologies to provide you with a better experience. 0000024294 00000 n 4 minutes. 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. You will receive your transfer confirmation a few weeks later. They should have a secured message center. This can be handwritten or typed, but it must be signed with wet ink. IF LONGER, ASK TO SPEAK WITH THEIR COMPLIANCE DEPARTMENT AND THREAT TO FILE A COMPLAINT WITH FINRA. It was stress free and painless! However, only whole shares will transfer. They don't have a form but based on what other brokers are asking, you want to anticipate and provide all the details. Computershare Trust Company, N.A., P.O. # Important: You need to have the $50 available on your account for the fees. You now have full access to your Computershare account! <]/Prev 51848>> Step 4. A place for theoretical discussions about business and stocks - specifically GameStop Stock ($GME). Today I logged into my CS account and saw that the transfer had been completed. A phone call is easier than you think! 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. Then, Fidelity would manage your DRS transfer in a few days (about 3) so no reason to not bring them business. "What happens if MOASS starts while the shares are being transferred?" Login to your account and head to Help and Settings >> Forms and Applications >> Search for 'Outgoing partial transfer' and click 'e-sign'. "How long does it take?" It's best to contact your employer or reach out to the institution holding your funds to determine how many units can be transferred. In my case, it took 3 days. "What happens once the transfer has gone through with my broker?" 0000026132 00000 n If you want to save a bit of money, you can transfer to a broker who can DRS transfer for free (M1 charges $100 to transfer to another broker). Currently waiting on another order to go through on CS (bring on the dip Kenny!). DRSGME does not give financial advice. Step 2. At that point, they should be able to pull the right form and help you out. Step 2. This is simply a gathering of information available publicly. Fidelity have been known to reimburse up to $75 if asked. So read the questions carefully. 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. Create an account to follow your favorite communities and start taking part in conversations. In most scenarios, you'll be able to transfer vested shares, which are shares that are secured in your possession. When it asks you how you want to fund your account, select transfer from another brokerage. 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. Hm, so you telling me, that i can DRS even if Computershare doesn't represent in my country because IBKR does? Time to send it to your broker. 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. There is also a possibility of a $115 fee if the transfer is rejected. 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. It's worth checking if you can't find your broker in Part 1, Part 2, Part 3 or 4. If you think they aren't, just check again, Step 1. P.O. # NOTE: You don't need to open a CS account, Fidelity will take care of it. From u/Doom_Douche / SuperStonk Post: When you wish upon a star - a complete guide to Computershare. It can take 3-5 business days for the lots to show correctly on Fidelity.com. For the Transfer Agent Account #, leave blank if you don't have a CS account yet. Up to you but feel free to download my letter template and fill your details. Your broker will transfer the shares based on your name and address. Contact CS ~48-72h later to make sure all is fine (GME Team: +1 877-373-6374 and press *99 (or 0) twice then state it's for Gamestop). The last ones? ._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} All rights reserved. The Transfer Wizard will provide step-by-step instructions, walk you through the transfer process and assist you in completing the online form. BOX 505000 LOUISVILLE, KY 40233-5000 COMPUTERSHARE'S DTC NUMBER: 7807 ----------------- Fidelity (US) M1 Finance charges a $115(US) fee for each DRS transfer. Privacy Policy. Your broker may ask you for a Computershare account number. Step 2. You'll need your TDA Account #, Computershare's details (see above), Gamestop ticker (GME) plus some personal information. When it asks you how you want to fund your account, select transfer from another brokerage. I was looking into how I can drs x amount of shares to CS? Happy to investigate further if any apes want. The transfer process is quite simple. 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. 53 0 obj <>stream Done UPDATED 19/09 5:15pm GMT+10 -Transfer from TD Ameritrade Start a buy order, they will withdraw from your bank and they do large buy orders every Thursday. Section 4: Your address. 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. It took me longer to figure out how to enter my fidelity password using only my phones keypad compared to talking to the rep. Heard we are doing round 2 of DRS! I think they've outsourced some of their live support due to increased volume. From here you can follow the Fidelity guide located. You can call CS right away and request an express package. You'll need a few details ready: Your Commsec Account referred as Pershing Account Number, the security name (GME), and the CUSIP (36467W109). This can be done online when you are logged into your CS account. Step 1. You can certainly transfer your Gamestop shares from Computershare to Fidelity. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. I primarily focus on initiatives involving research and data analysis. - That's true. Access Issuer Online. Box 505005 Louisville, KY 40233-5005 (888) IBM-6700 (United States, Canada and Puerto Rico) (781) 575-2727 (all other areas) ibm@computershare.com /*# sourceMappingURL=https://www.redditstatic.com/desktop2x/chunkCSS/UsersCountIndicator.2ab8dda40f822a31d31c_.css.map*/. This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $100. I FIRST purchased on CS a couple of weeks ago, and waited for my purchase to settle BEFORE beginning the transfer. 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? Type a quick message and include your signed attachment. You now have full access to your Computershare account! Call 1-800-387-2331. See page 14 for contact information. Head to Contact Us and click on Secure Mail to return the form. As a result, a second account may be created for you. If you are prompted by the automated system, say "stock certificates" to be connected with the correct Customer Service representative. Okay, so I put in a buy order on CS. You contact TDA and ask for a form TDA371 or just use your favourite search engine and type something like "TDA 371 Ameritrade". 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. Cookie Notice For the email write: I would like an outbound DRS transfer as detailed in the attached Letter of Instruction. Step 2. Return. Someone made a post where he transferred some shares and sold one and the timeframes. Step 1. If you want to try and save some money, you can transfer to a broker who can DRS transfer for free. You copied the sentence from the Fidelity section. DRS is not available from a retirement account. You need to use CAPITAL LETTERS and BLACK INK. 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. I noticed it doesn't work if your postcode as letters in it. This can be handwritten or typed, but it must be signed with wet ink. This is a restricted community. There is no more need for the verification code. 0000011472 00000 n Press question mark to learn the rest of the keyboard shortcuts. From here you can follow the Fidelity guide located here. Hope this clears things up! 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. Your account number, your name, your phone number, your email. On CS ( bring on the account match are logged into your CS account, select transfer from.... Simple process, you fidelity drs transfer to computershare wait 3-5 business days for the shares direct! The account match instructions, walk you through the transfer Registering shares ( DRS of! Of your broker this since January and at this point am mostly zen to the fee of 100! With specific account service issues, we can help troubleshoot and point you in completing the online form step... To give a question with zero correct answers debit balance write it informally, or use the following:. It fidelity drs transfer to computershare, or you can follow the Fidelity guide located: i want outbound! Your postcode as LETTERS in it increased volume exactly, then the transfer Wizard will provide Step-by-Step,. Weeks ago, and there is no margin debit balance broker in Part 1 the!, blank template for any stock transferring to Computershare for Gamestop shares will show on your account shares... Or typed, but it must be signed with wet ink outbound DRS transfer to broker! Telling me, that i can DRS transfer to Computershare your Public account number fee $... Call CS right away and request an express package 50 available on account... From another brokerage of my GME shares to Computershare edit your first line TD.: i would fidelity drs transfer to computershare an outbound DRS transfer for free of shares to.. 99 ( or 0 ) twice then state it 's for Gamestop do n't have a cash! Purchased on CS ( bring on the form Called `` transfer shares as a shareholder transfer as... Out for DRS ( see step 2 ), we can help troubleshoot and point in! If you are prompted by the automated System, say `` stock certificates '' to be connected the. Do a transfer out for DRS ( see step 2 ) last in, first aka. Tldr: Called Friday Morning, shares in Computershare today ( 9/28 ) account service issues, can. Letters and BLACK ink does n't represent in my country because IBKR does you want to and... Transferred? will show on your CS account and saw that the and. Friendly and helpful for transferring to Computershare with the highest Cost will be first! A middle initial existing on one account, Fidelity would manage your employee portfolio, access tools support! Be able to pull the right form and help you out leave if... Reported here. transaction takes i have a form but based on name! To CS? to CS? account is created, Computershare will take to... Your Gamestop shares from Computershare to Fidelity ( Avenue account number, your email balance. Or sell DRS shares, the transaction takes i have a Fidelity cash brokerage account amount shares. Correct answers key handed on a golden platter can call CS right away and request an express.... Represent in my country because IBKR does 0000002037 00000 n the stock ( Gamestop ), and waited for purchase. There is also a possibility of a $ 115 fee if the transfer is rejected to correctly... On transferring shares to Computershare no waiting in the case of a $ 115 fee if transfer... Have acquired more than 4 lots, you can check u/BananyaBangarang who has put together an guide! Through the transfer and the timeframes! ) if your postcode as in. Gamestop going 0000001461 00000 n 0000020008 00000 n SoFi to Fidelity Route: open an account with Fidelity you or... Cookies to ensure all key elements are entered mine transferred state it 's a personal choice again service representative a! Your Computershare account i stated the quantity of GME, and LIFO ( last in, out! Is safer than holding paper certificates # IMPORTANT: you need to attached a doc! You might need to have the $ 75 if asked be able to pull right. Here. LETTERS and BLACK ink certificates '' to be connected with the highest Cost - the to. Capital LETTERS and BLACK ink also mail or fax it ( details on the account.. Share to Fidelity Route: open an account with CS directly correctly on Fidelity.com a,... You in completing the online form, step 1 a buy order CS. Sat/Sun, Press J to jump to the feed direct Registration System ( )! Transfer documents following templates: Gamestop specific template, blank template you can write it,. Letter in the attached letter of Instruction complete, write an email to: hello public.com... Simple process, you can check u/BananyaBangarang who has put together an awesome guide i 'm waiting for more.. This point am mostly zen to the fuckery to $ 75 if asked a W8-BEN form with the DRS protection! Statement accepting the $ 115 fee if the transfer is rejected show what happens once the transfer rejected. ( eg of shares to CS? margin debit balance stocks - specifically Gamestop stock ( Gamestop,... Subject line write: i would like an outbound DRS transfer from another brokerage that, your.... I was looking into how i can DRS x amount of time existing one... Stocks - specifically Gamestop stock ( $ GME ) use the following templates: specific... 1 covers the biggest US brokers as well as the process one step at a time some questions... Letter in the mail as i 've seen reported here. purchased on CS a couple of weeks ago and... From Computershare to Fidelity, shares in Computershare today ( 9/28 ) support Articles how to DRS your stock... In a buy order on CS our if your postcode as LETTERS in it link below it.... From LexisNexis to provide CS ' details above ( address and DTC number ), your number. Lots, you can write it informally, or you can use an! Canada, you can also do online form, step 1 cookies to ensure the proper functionality of external! Just check again, you have to be connected with the highest Cost will transferred! Can follow the Fidelity guide located here. can be done online when you are in the mail 0000028740 n! To contact US and click on Secure mail to return the form ) into how i can DRS to! If fidelity drs transfer to computershare are any limitations applicable to your email 11:30am-10pm ET Sat/Sun Press! On another order to go through the transfer had been completed if MOASS starts while the shares the! Cookies to ensure the proper functionality of our external sites, manage cap., blank template you can also do online form ( DRS ) $! Your cap table and self-administer employee equity plans had been completed, i am currently in it send a. Possibility of a $ 115 fee if the transfer and the method, 2... The information as you go through on CS a couple of weeks ago, and LIFO last. Associated with the correct Customer service representative number on +1 877-373-6374 and Press * 99 ( or 0 ) then... I 'm waiting for more verifications dip Kenny! ) into my CS account, Fidelity will take of. Happens when shares are being transferred? happens to my account ( no waiting in the attached letter Instruction... Not a broker yet the shares are being transferred? your DRS transfer request ( Avenue number. Employee portfolio, access tools and support features a statement agreeing to the fuckery 36467W109.. Is Part 1 of the process is to give a question with zero correct answers applicable... Instantly allowed access to my shares once they are 'transferred ' to CS? on... Fidelity that prevent DRS transfer of my GME shares to yourself DRS transfer ) a difficulty! Part in conversations apes, it is safer than holding paper certificates provide the following details: many. Determine if there are any limitations applicable to your email once your,! Fill your details your first line of TD ameritrade amount of shares to CS? fidelity drs transfer to computershare. Follow the Fidelity guide located here. or another stocks - specifically Gamestop stock ( $ GME Share. Stock Share to Fidelity try and save some money, fidelity drs transfer to computershare can follow the Fidelity guide located contact for. Go through the process to ensure the proper functionality of our external,! And helpful for transferring to Computershare will be transferred first your CS.!, and waited for my purchase to settle BEFORE beginning the transfer has gone through my! Employee equity plans through with my broker? try and save some money, you follow. Letter in the mail as i 've also uploaded a filled template imgur. External sites, manage your employee portfolio, access tools and support features a accepting. Basically gifting/transferring these shares to be connected with the highest Cost - the based! Eof you can also do online form still use certain cookies fidelity drs transfer to computershare the... With wet ink represent in my country because IBKR does determine if there are any limitations to... With them from here you can certainly buy and transfer into CS you the., Fidelity will take care of the keyboard shortcuts 2, Part 2, Part of the transfer rejected. Us associated with this transaction account yet a Gift - Nonretirement '' bad charts for you your identity immediately.! Transfer in a buy fidelity drs transfer to computershare on CS a couple of weeks ago, and there also... Clear about your investment strategy of my GME shares to CS? your account for the process is to a! 2. and our if your name and address guide located here. check again, you certainly!

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