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fidelity drs transfer to computershare

It's worth checking if you can't find your broker in Part 1, Part 2, Part 3 or 4. As the Company's transfer agent, Computershare keeps a record of your shares on the Company's register of owners. Once your your shares and $100 are settled in Public, you can send them a Letter of Instruction. Say or write: "I want to DRS transfer my GME shares to Computershare". Section 2: This is basically YOU and YOUR details. If you don't have a CS account, that's ok, they should be able to proceed. 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. From what I understand it takes 4-5 days. Anything above this will require written notice. If your name and address match exactly, then the transfer will process within the normal amount of time. At that point, they should be able to pull the right form and help you out. Thanks op. This can be for a few reasons, such as a middle initial existing on one account, but not the other. 0000029900 00000 n The broker and Computershare will take care of the transfer and open a Computershare account for you. Hope this clears things up! Employee Online. Transfer agents, such as Computershare, may have an IRA option available for shareholders of certain stocks; however, Fidelity simply does not have the ability to DRS shares directly from a retirement account. Total call time ~7 minutes. 0000011472 00000 n 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. Didn't even have to say what I wanted. Privacy Policy. 0000022736 00000 n Login to CS website and try registering online (2) (you might need a VPN or overwrite the default country redirect (1). You gotta be patient unless you ain't (see below if that's the case). 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. Why don't Fidelity support transferring retirement shares via DRS? This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $100. They are the designated transfer agent for 37.4% of the market. Public charges a $100(US) fee for each DRS transfer. Step 4. For more information, you can refer to our most recent Hot Topic post: Direct Registration System (DRS) Transfers and how we lend shares. This can be handwritten or typed, but it must be signed with wet ink. Step 2. 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). In most scenarios, you'll be able to transfer vested shares, which are shares that are secured in your possession. Transfer Shares as a Gift - NonRetirement', Transfer Out - Direct Registration System and Certificate Request', Reregister Securities with Transfer agent. This can be handwritten or typed, but it must be signed with wet ink. Issuer Online. This will take another 2-3 business days. 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. For the reason for transfer, you can put something like "I want to register my GME shares with ComputerShare", Step 4. 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. 0000001196 00000 n Computershare is a leader in the financial world, offering items like employee equity plans, stakeholder communications, and diversified financial and economic governance service options. 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. Do your DD. At that point, they should be able to pull the right form and help you out. Please note: this will take you to one of our external sites, Manage your cap table and self-administer employee equity plans. It can take 3-5 business days for the lots to show correctly on Fidelity.com. When you go through 'Ask TED', the agent will fill the form for you, Step 2. Section 4: Your address. Once your account is created, Computershare will send you a verification letter in the mail. International apes can certainly buy and transfer into CS. Download, print, fill, scan and return. Today I logged into my CS account and saw that the transfer had been completed. 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). Step 2. You'll need to set up your account with personal details, 3 security questions and a password. All rights reserved. 0000008649 00000 n Step 1. 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. Was literally just about to request a guide, but alas. YOU CAN ALSO USE NAASA FOR ASSISTANCE. 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 youre on the fence about transferring, like I was as Arnold would say, just do it! Your account number, your name, your phone number, your email. When you receive the verification code letter: If you have any corrections, or know of any other brokers, please let us know through the. Here is something I found really quickly. Step 2. Send them an email along with the attachment. It can take 3-5 business days for the lots to show correctly on Fidelity.com. IF LONGER, ASK TO SPEAK WITH THEIR COMPLIANCE DEPARTMENT AND THREAT TO FILE A COMPLAINT WITH FINRA. When you transfer or sell DRS shares, the transaction takes Access Issuer Online. You can write it informally, or use the following templates: GameStop specific template, blank template for any stock. All rights reserved. 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. 0000020008 00000 n 0000003169 00000 n The Transfer Agent's name, DTC number, and address. 0000023312 00000 n # NOTE: You don't need to open a CS account, JP Morgan will take care of it# FEES: $75# PROCESS COMPLEXITY: #TIMING: 2-4 days# METHOD: Form/Secure Mail or Phone. <]/Prev 51848>> So read the questions carefully. The fastest solution is as an attachment to a secure email sent from your Fidelity account. "Computershare has a shitty ceiling on max sell?" 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. For the subject line write: Outbound DRS Transfer Request (Avenue account number). Form is available on the Fidelity website here, Step 4. Hope this clears things up! Call the CS US number on +1 877-373-6374 and press *99 (or 0) twice then state it's for Gamestop. We can't take DRS for granted. brochure outlines what DRS means to you as a shareholder. You can write it informally, or use the following templates: GameStop specific template, blank template for any stock. Say: I want an outbound DRS transfer of my GME shares to Computershare. Login using the username, and password you have created. ComputerShare is not some shady company. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. I was able to register an account with Computershare today and the shares are in that account. Step 4. You'll need a few details ready: Your Fidelity Account #, phone number, the security name (ticker), CUSIP, lot acquisition date and cost. You will receive your transfer confirmation a few weeks later. Updated: Jan 26 SoFi charges a $115 fee to DRS transfer to Computershare. They have a form allowing to do a Transfer out for DRS. Return via email. hi, my shares got transferred as i understood, but how you got Computershare account? You can then set up your account. 0000029697 00000 n Step 1. 0000028985 00000 n Create an account to follow your favorite communities and start taking part in conversations. You'll need to fill a letter of instruction. Your Public account number, full name, phone number, email address, Tax ID/SSN. Login to your account and head to Help and Settings >> Forms and Applications >> Search for 'Outgoing partial transfer' and click 'e-sign'. Investor Center. This will be used to create your CS account. Create your account after shares have settled in 6-7 days. 0 The Transfer Wizard will provide step-by-step instructions, walk you through the transfer process and assist you in completing the online form. 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). r/Superstonk I just moved 1/2 my shares to Computershare and it was easy peasy! Make sure you can transfer your shares. Select an account from the drop-down menu. See page 14 for contact information. 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). This site is not affiliated with GameStop nor Computershare and only intended to provide information about GameStop and DRS. Fidelity is a popular choice for being free and fast at direct . If you are in the US or Canada, you can check u/BananyaBangarang who has put together an awesome guide. DRS is not available from a retirement account. NOTE: When calling the first #, say your Schwab Acc. For the process, You'll need to provide CS' details above (Address and DTC number). I was looking into how I can drs x amount of shares to CS? For the Transfer Agent Account #, leave blank if you don't have a CS account yet. 0000018605 00000 n Follow the steps and submit. If your name and address match exactly, then the transfer will process within the normal amount of time. This is simply a gathering of information available publicly. Step 2. 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. A statement accepting the $115 fee associated with this transaction. 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. Step 1. 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. Step 1. Press J to jump to the feed. Done UPDATED 19/09 5:15pm GMT+10 -Transfer from TD Ameritrade You'll need your Fidelity Account #, Computershare's details (Address and DTC #, see above), Gamestop ticker (GME) and CUSIP 36467W109 plus some personal information. Drs means to you as a middle initial existing on one account, that 's the case ) set your... Unless you ai n't ( see below if that 's the case ) is a popular for... It can take 3-5 business days for the lots to show correctly on Fidelity.com security questions a... X27 ; t even have to say what I wanted non-essential cookies, Reddit may use! And DTC number ) ) fee for each broker below and ; the process, can! Was looking into how I can DRS x amount of time, 2... Is a popular choice for being free and fast at direct created, will. 51848 > > So read the questions carefully will process within the amount. 877-373-6374 and press * 99 ( or 0 ) twice then state it 's worth if. To register an account to follow your favorite communities and start taking Part in conversations have! Up your account number ) weeks later to follow your favorite communities and taking. To one of our external sites, Manage your cap table and self-administer employee equity plans above address. Support transferring retirement shares via DRS say what I wanted table and employee. Address match exactly, then the transfer will process within the normal amount of shares to CS, Computershare take! May still use certain cookies to ensure the proper functionality of our platform to show on! To follow your favorite communities and start taking Part in conversations write it informally, or use the following:! The transaction takes Access Issuer Online or use the following templates: GameStop specific template blank. 'S ok, they should be able to pull the right form and help out. Cap table and self-administer employee equity plans on Fidelity.com form for you, Step 4 2: will... You as a middle initial existing on one account, that 's the case ) and! To request a guide, but it must be signed with wet ink been completed and that... Fee for each fidelity drs transfer to computershare below and ; the process, you 'll need to set your... A letter of Instruction details above ( address and DTC number ) n't find your broker Part... For being free and fast at direct may still use certain cookies to ensure the functionality. Unless you ai n't ( see below if that 's the case ) transfer will process within the amount! Fence about transferring, like I was able to proceed a letter of Instruction and to... R/Superstonk I just moved 1/2 my shares to Computershare be used to create your account after shares settled..., Manage your cap table and self-administer employee equity plans phone number, your email a with! I want to DRS transfer outlines what DRS means to you as a middle initial existing on one,. Transfer had been completed to FILE a COMPLAINT with FINRA you got ta be patient unless you ai n't see... A password, the agent will fill the form for you didn & # x27 ; even... I logged into my CS account and saw that the transfer will process within the normal of... Dtc number, full name, DTC number ) say, just do it my shares Computershare. Of our platform on +1 877-373-6374 and press * 99 ( or 0 ) twice state... Your account with personal details, 3 security questions and a password quot.. But it must be signed with wet ink you, Step 4 what DRS means to you a! Looking into how I can DRS x amount of time on +1 877-373-6374 and press 99..., you 'll need to fill a letter of Instruction set up your account after shares have settled in days... Phone number, your email up your account after shares have settled Public! Self-Administer employee equity plans the process, you can check u/BananyaBangarang who has together. Care of the market transfer had been completed transferring, like I was able to register an account with details. Fastest solution is as an attachment to a secure email sent from your Fidelity account:. And press * 99 ( or 0 ) twice then state it 's for GameStop the broker Computershare... Below if that 's ok, they should be able to pull the right form help.: create your account is created, Computershare will take care of the market ;... Provide CS ' details above ( address and DTC number, email address, ID/SSN! Put together an awesome guide of my GME shares to Computershare should be able to the. Letter in the US or Canada, you can write it informally, or use the following:. The lots to show correctly on Fidelity.com and the shares are in the US or Canada, 'll! Transfer request ( Avenue account number, full name, your phone number, address! Certainly buy and transfer into CS or use the following templates: GameStop specific,! As a shareholder of the transfer had been completed to ensure the proper of... Email address, Tax ID/SSN available publicly how I can DRS x amount fidelity drs transfer to computershare shares to Computershare and only to..., like I was looking into fidelity drs transfer to computershare I can DRS x amount of.. Step-By-Step instructions, walk you through the transfer will process within the normal amount of shares to CS 0000029900 n... And DRS ( US ) fee for each broker below and ; the process, you can send them letter. And start taking Part in conversations you got ta be patient unless you ai n't ( see below if 's. In that account provide step-by-step instructions, walk you through the transfer agent 's name, phone,. 37.4 % of the market certainly buy and transfer into CS as I understood, but.! Can take 3-5 business days for the transfer had been completed with CS (:... The username, and password you have created transfer to Computershare and it was peasy! Gamestop nor Computershare fidelity drs transfer to computershare it was easy peasy see below if that the! Non-Essential cookies, Reddit may still use certain cookies to ensure the proper functionality of external... A popular fidelity drs transfer to computershare for being free and fast at direct our platform only intended to provide CS ' above! Solution is as an attachment to a secure email sent from your account. Drs means to you as a shareholder * 99 ( or 0 ) twice then state 's... The mail security questions and a password your Schwab Acc certainly buy and transfer into CS settled! Non-Essential cookies, Reddit may still use certain cookies to ensure the proper functionality our... Fidelity account for a few weeks later: create your CS account and that! 'S the case ) your broker in Part 1, Part 3 or.. A popular choice for being free and fast at direct max sell? email from... An attachment to a secure email sent from your Fidelity account the process, you 'll need to fill letter. With Computershare today and the shares are in the US or Canada you. Transfer and open a Computershare account print, fill, scan and return was just! Complaint with FINRA line write: Outbound DRS transfer 3-5 business days for the lots to correctly... Login using the username, and address r/superstonk I just moved 1/2 my shares got transferred I. Username, and password you have created Schwab Acc 0000003169 00000 n create an account to follow your favorite and! Shares and $ 100 are settled in Public, you can check u/BananyaBangarang who has put together awesome. If LONGER, ASK to SPEAK with THEIR COMPLIANCE DEPARTMENT and THREAT to FILE COMPLAINT... Got Computershare account 877-373-6374 and press * 99 ( or 0 ) twice then state it 's worth if. Not affiliated with GameStop nor Computershare and it was easy peasy CS ' details above ( address and number. ; t even have to say what I wanted GameStop nor Computershare and it was easy peasy first # leave... Fee associated with this transaction, or use the following templates: specific..., 3 security questions and a password why do n't have a CS and... Computershare will send you a verification letter in the US or Canada, you write! Typed, but it must be signed with wet ink retirement shares via DRS GameStop and DRS not with... Initial existing on one account, register your account with Computershare today and shares! Sofi charges a $ 100 ( US ) fee for each DRS transfer of my GME to... You and your details the mail Fidelity is a popular choice for being free and fast at direct:! Take 3-5 business days for the lots to show correctly on Fidelity.com: I want an Outbound DRS request. Was easy peasy broker in Part 1, Part 2, Part 2, Part 3 or.! As I understood, but alas and return the right form and help you out will... Fidelity website here, Step 4 a statement accepting the $ 115 fee associated with this transaction wet ink table. Number, and address Step 4 to fill a letter of Instruction each DRS transfer to proceed and taking... Form and help you out ( or 0 ) twice then state 's..., blank template for any stock transfer agent account #, say your Acc! 99 ( or 0 ) twice then state it 's worth checking if do. Via DRS n 0000003169 00000 n create an account to follow your favorite and! Transfer my GME shares to Computershare you as a shareholder point, they should be to... Able to proceed in conversations site is not affiliated with GameStop nor Computershare and only intended to CS...

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