For example, any Canadian apes wanting to transfer from a TFSA or RRSP account is more likely to have the shares sold by broker to settle fiscal implications before sending to CS. Step 4. 1 Start a transfer Track a transfer you submitted or resume a saved transfer request Is an account transfer right for you? I initiated the process online from Fidelity's website. Hours: 7am-10pm ET M-F, 11:30am-10pm ET Sat/Sun, Press J to jump to the feed. (as of 1/10/2023). Hover over the Admin tab from the main navigation bar and select Permissions. # 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. Create an account to follow your favorite communities and start taking part in conversations. We don't have separate property. The longer number you're referring to is only for direct deposits or debits. vanguard for whatever reason didn't seem to be able to pull the shares from Computershare, instead you have to push them from Computershare to Vanguard. 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. How To Transfer Stock Between Brokerage Accounts To transfer your investments to a new broker, follow these steps: 2 1. I had to retitle the assets in the trust accounts, which required medallion signature guarantees. You can close your brokerage account at Fidelity after confirming that the stock transfer was successful. Send an email with the following details asking for anoutbound DRS Transfer. When you receive the verification code letter: If you have any corrections, or know of any other brokers, please let us know through the. You will most likely need to provide. Yes No NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. In order to move shares back to Fidelity, you will need to initiate a Transfer of Assets (TOA) on the Fidelity website. Copyright 2009-2023 ACM MEDIA LLC. A few questions have been raised so Ill try tanswering them here: This updated guide is aimed at providing information onTRANSFERRINGsome/all shares to Computershare (CS). 'Ride,' Pleasure said; | Good move to transfer the shares from Computershare. You would initiate this transfer request from the brokerage firm that you wish to transfer to. and our 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. To verify online, Computershare will ask some security questions based on info they take from LexisNexis. They should have a secured message center. If they ask you questions, or try to talk you out of it, simply repeat yourself. Youll get two new stock picks every month, plus 10 starter stocks and best buys now. We're firm believers in the Golden Rule, which is why editorial opinions are ours alone and have not been previously reviewed, approved, or endorsed by included advertisers. Rep will submit the request/form to their Outgoing Transfer Specialist, # NOTE: You dont need to open a CS account, WB will take care of it, # IMPORTANT 2: Double/Triple check your shares are not lent. All rights reserved. If you're not satisfied with your online broker, the best decision is to find a new one. by wheat82 Thu Mar 31, 2022 8:41 am, Post Your new broker will notify you of any assets that can't be transferred. If the shares you currently own are unvested, they are usually held at the financial institution that serves as the stock plan's custodian. If youre looking to build the career youve always wanted, were excited to meet you. A CD generally requires four weeks to transfer. DRSGME does not give financial advice. Step 2. Chat Method Start a Ask TED chat and ask for an Outbound DRS Transfer or call1-800-652-4584and request to talk to someone for an Outbound DRS Transfer, Step 2. You will get opinions on both sides. You could also end up paying fees when selling your investments and buying them again. Create an account to follow your favorite communities and start taking part in conversations. by illumination Wed Mar 30, 2022 7:35 pm, Post 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. I transferred stock from Computershare to Vanguard a few weeks ago. When shares are transferred from one broker-dealer or custodian to a new broker-dealer or custodian through a request initiated by the intended receiving firm. Step 2. CONFIRMATION Loopring and GameStop Partnership HOLEE FUCKEROO, Interactive Brokers/IBKR = INTERNATIONAL. by Faith20879 Wed Mar 30, 2022 2:46 pm, Post It is going to be about $500,000 worth. $0 commissions + transfer fee reimbursement. I was maybe on the phone with a person for 3 minutes tops. To start, choose how you want to move your money, and we will help you decide the right money transfer for you. Complete the online Transfer From an External Firm on the TD Ameritrade website. Please reach out if you have done it with Firstrade, # NOTE: You dont need to open a CS account, Merril Edge should take care of it. : 23964546 / : 1kg / . Assuming your old broker validates the transfer and there are no issues, the transfer should be completed within six business days. No hassles and it was done within a couple days. Before transferring, you may want to contact the Transfer Agent to determine if there are any fees for their services and what the process is if a shareholder decides to sell their shares. Despite the time it takes to transfer stock between brokers, it's by far the most cost-effective option. Make sure you can transfer your . 1. You can follow up with the chat function a few days later. 'Walk,' Joy replied. | The transfer happened the next day. In this case, it is E*Trade. Your account number, your name, your phone number, your email. My RSUs used to vest at Computershare, and I had a no hassle experience initiating the transfer to Fidelity via Fidelitys online process. All equity issues listed on the New York Stock Exchange, NYSE MKT, and NASDAQ are DRS eligible. Fidelity does not charge a fee to transfer your shares out of your Fidelity account. I was responsible the deceased's trust accounts. Privacy Policy. Best Homeowners Insurance for New Construction, How to Get Discounts on Homeowners Insurance. Best Mortgage Lenders for First-Time Homebuyers. Post Apparently, its super easy! If I'm on Disability, Can I Still Get a Loan? Once your account is created, Computershare will send you a verification letter in the mail. Around here, its more than a job. Computershare, along with Wells Fargo Shareowner Services, Broadridge Financial, and Amstock are all popular stock transfer agents. I transferred stock from Computershare to Fidelity a few weeks ago. It is a violation of law in some jurisdictions to falsely identify yourself in an email. Eligible assets from your outside brokerage can be transferred into Robinhood through the Automated Customer Account Transfer Service (ACATS) We currently support full and partial account transfers of eligible securities. Welcome to Transfer Wizard Please indicate your status by selecting an option below. Our top picks pack in valuable perks, including some that offer $0 commissions and big bonuses. Thank you for your positive feedback and for choosing to invest with us! Now shall I walk or shall I ride? How to transfer shares from computershare to Fidelity? Contact Computershare at 1 800 351-7221 for information or to request an enrollment form. Check his post for screenshots on the process. Our focus on data integrity and privacy ensures that company, investor and employee information is secure. Your transfer will be processed per your instructions provided below. Listen at 5 min (or all)! For real. Fundamentally disagree with the keep it separate crowd, but that's a personal decision. OR ANY OF ITS AFFILIATES The lot you want to transfer along with the ticker GME and the CUSIP 36467W109, Computershares details (DTC # and Address as per above). Call the following number1-800-756-01281-800-343-3548and say its for stock certificates. Use this form to transfer assets from one Fidelity brokerage account to another Fidelity brokerage account. THat should get you started - good luck. Step 1. Youll see in the guide a process complexity from (SUPER EASY) to (SOMEWHAT HARD). Seems super simple. I transferred some shares from Computershare to Vanguard a couple years ago, following the death of a family member. It's better to transfer stocks between brokers so you can use a brokerage account you like. any investment. Click Preview to confirm the details of the request. That strategy may be simpler, but it comes with a big drawback in the form of potential investing taxes. This site is not affiliated with GameStop nor Computershare and only intended to provide information about GameStop and DRS. Does Fidelity handle the request to transfer shares from Computershare into Fidelity? For security reasons we do not recommend giving this information to your broker. TOAs go between two brokers or custodians and are initiated at the receiving firm. How do I transfer stock from Fidelity to TD? Statement accepting the $100 fee associated with this transaction. probably been posted a few times. Can you guys elaborate more on this? Step 2. Additionally, the issuer or transfer agent becomes responsible for dividend and interest payments, proxies, annual report mailings, account statements evidencing ownership of the security, and other record keeping and transactions for the security going forward. Many or all of the products here are from our partners that compensate us. You might need to provide the following details: # NOTE: You dont need to open a CS account, TDA will take care of it. Copyright, Trademark and Patent Information. We may be compensated by the businesses we review. The same way we are learning, they are also getting up to speed with a niche topic. At Vanguard, you will need to get the guarantee from a bank, etc. Davies. Once you talk to someone, be knowledgeable and ask for anOutbound DRS Transferfor some of your Gamestop shares to the official registrar (Computershare). Step 3. The right brokerage account is critical to get the most out of your investments. The easiest method to transfer these shares a transfer of assets (TOA). Do NOT use this form to change the registration of an existing account or to transfer from or to a Mutual Fund Only account. Answer security questions such as Social Security number, ZIP Code, name of the stock that you hold (GameStop). Share Quantity and lot acquisition method. You can initiate a transfer for eligible securities here. If not, then it will take another 2-3 business days. Note that some brokers sell proprietary investments, such as their own mutual funds, that they won't allow you to transfer to a new broker. Whats the process? # NOTE: You dont need to open a CS account, Ally Invest will take care of it. 7am NYT on 21 Sep, Step 1. ComputerShare is the Transfer Agent for a number of securities. Transfer now Transfer to another provider Frequently asked transfer questions Transferring a Stocks and Shares ISA How do I transfer a Stocks and Shares ISA to an HL Stocks and Shares. Voices support for GME Redditors, retail investors and more! Before you begin. Checking vs. Savings Account: Which Should You Pick? As I did see a mention in your comments about having a stock plan account, I also want to confirm that is a brokerage account in terms of filling out our form. Shares acquired via a tax advantaged employee share incentive plan must be held for 5 years before you can sell without incurring a tax liability. Step 2. To transfer shares from Computershare please complete our ISA, Fund & Share or SIPP transfer form as well as a Computershare transfer form, which can all be found in our useful. Before you begin. We're so glad you've experienced the great customer service we always strive to deliver. Print off form and complete Certified copies of supporting documentation must be attached and returned with the original transfer form. The subject line of the email you send will be "Fidelity.com: ". Setup an identical registration account at Schwab, initiate the transfer. Completing the form results in a printable form that you must print out and mail or fax to TD Ameritrade. So they must stay with the plan administrator. Is 0226 the correct . Yes, have your broker request your shares be sent to them through the Depository Trust Companys Direct Registration Profile System. About three months ago I closed my Computer share account (600K) and transferred all assets to Ameritrade (even though I have accounts at Vanguard & Fidelity). If you hold proprietary mutual funds at your current firm, generally you will need to liquidate them and transfer the proceeds to Fidelity. Although Knightscope believes that the expectations reflected in these forward-looking statements are based on reasonable assumptions, there are a number of risks and uncertainties that could cause actual results to differ materially from such forward-looking statements. I also recently pulled shares from Computershare to Fidelity. A TOA typically takes 7 to 10 business days to be completed. When you open an account with Schwab, select "investment account transfer" as your funding option. Question about TFSA and RRSP (Canada): Unfortunately, I cant help with this. 2. Our goal is to help Redditors get answers to questions about Fidelity products and services, money movement, transfers, trading and more. Tip -- If you have done all the work and are expecting Computershare to transfer the shares to Vanguard and they aren't moving, get in touch with Computershare directly and tell them to move the shares to Vanguard. by kareemy Tue May 03, 2022 7:48 am, Powered by phpBB Forum Software phpBB Limited, Time: 0.189s | Peak Memory Usage: 9.36 MiB | GZIP: Off. The DTC was established to reduce the volume of physical stock certificate transfers involved in the trading of securities. Fortunately, the best online brokers frequently offer deals in which they pay any transfer fees the old broker charges. Download, print, fill, scan and return. There is no more need for the verification code. She told me she does it all the time and asked if this was GME, AMC, or both I was moving, so apparently many of their reps are practiced in this. Step 1. The transfer to Vanguard went smoothly, and I was pleased with their service. Say or write: I want to DRS transfer my GME shares to Computershare. Depending on the company and what it offers investors via their DRIP plan, you can start owning shares in many great Canadian companies after obtaining your first share with just $25 or so. If you are in the US, you can followthis kick-ass guidefromu/BananyaBangarang. The broker and Computershare will take care of the transfer and open a Computershare account for you. You need to supply your broker with a copy of your latest Advice and the following information: Your Computershare account number (on your Advice), The number of whole shares you wish to move from your Computershare account, This would certainly simplify getting certain shares back into Fidelity in order to sell them, if you so desired, more quickly than trying to do it through Computershare, it seems, Thank you very much for any clarification you can provide. You can find a template here. You now have full access to your Computershare account! Do I call first or is something that I can do online? Very easy. Call1-800-387-2331. They called it Cellar Boxing. 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. The stock you want to transfer along with CUSIP and quantity. (Check the preface FAQs for more on this), Security Symbol (ie: GME) and CUSIP (see above). 3. pomeranian has just done a comprehensive DD on this topic here. by jaxinvestor Thu Mar 31, 2022 8:03 am, Post As I think was mentioned already they (computershare) lost the cost basis. The financial institution you are transferring from may charge fees. # NOTE: You dont need to open a CS account, Public will take care of it, # FEES: $100 (There will also be a $115 rejection fee if transfer is rejected by CS), # NOTE: You dont need to open a CS account, Schwab will take care of it, Step 1. https://www.gov.uk/tax-employee-share-schemes/share-incentive-plans-sips Sign In or Register to comment. And do I use my full account number without the x 17 digits or the short account number with the x 9 digits? No issues. Im doing my best to keep it up-to-date and read all your comments/suggestion to improve it day after day. And that's true even if you turn around and buy back the exact same investments with your new broker. You can also use the Chat function. Rep will submit. | Send an email with the following details asking for anoutbound DRS Transfer. # NOTE: Apparently, TDA wont do DRS via chat. by HomeStretch Wed Mar 30, 2022 12:18 pm, Post 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. Having shares directly registered means your shares will be transferred to the Transfer Agent and they will no longer be held at Fidelity, and the Transfer Agent becomes responsible for: Sending statements to the client evidencing ownership of the security. Go to Fidelity.com/TransferMoneyShares or call 1-800-544-6666. mock neck sweatshirt champion; ideal boiler pcb replacement I used to have a process via form/email but phone seems to be super easy. Learn more and get started today with a special new member discount. Call the Onboarding line on1-855-730-0325as they are more knowledgeable about DRS Transfer. Check the box next to the security for which a certificate should be issued or a DRS transfer should be processed. BTW, She also assured me they don't loan shares out if you hold a cash account, so if you're worried, just don't enable margin trading. How Much Does Home Ownership Really Cost? Your old brokerage firm may charge a transfer fee. I seriously wasnt expecting this and Im so glad apes are finding it useful. by SeekingAPlan Wed Mar 30, 2022 12:10 pm, Post Done UPDATED 19/09 5:15pm GMT+10 -Transfer from TD Ameritrade Our goal is to help Redditors get answers to questions about Fidelity products and services, money movement, transfers, trading and more. A direct registration system, or DRS, manages stocks bought under a DSPP. Some companies may allow you to request a physical stock certificate, but companies participating in DRS are not required to do so. Our regulatory expertise in jurisdictions worldwide allows us to manage all cross-border financial transactions seamlessly. If your name and address match exactly, then the transfer will process within the normal amount of time. You can also just call them. Get up to $700 when you fund a J.P. Morgan Self-Directed Investing account. This type of transaction is called a Direct Stock Purchase Plan (DSPP). However, Fidelity doesn't charge any fees to transfer out your brokerage account. 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. The firm will need the following information to initiate the request: Most requests can be completed entirely online; however, if a physical signature is needed, you will be prompted to print and sign the document. World leaders in financial administration, instructions how to enable JavaScript in your web browser, Flexibility and choice for your employee equity plans, Manage your equity awards the way you want, Full service administration for your equity awards, Partial-service administration for your equity awards, Execution-only service for your equity awards, Georgeson Proxy Solicitation and Consulting, KCC Bankruptcy and Class Action Administration. Call the following number800-392-5749and ask to initiate a Direct Registration of Shares Transfer to Computershare. Fidelity does not charge a fee to transfer your shares out of your Fidelity account. We will walk you through the process one step at a time. Hours: 7am-10pm ET M-F, 11:30am-10pm ET Sat/Sun, Press J to jump to the feed. The transfer can be originated online at both brokerages. We have not reviewed all available products or offers. If your concern is that you want to ensure that your shares are not lent out, you can learn more about how Fidelity lends shares in our Hot Topics post. Over the past 17 years, Stock Advisors average stock pick has seen a 353% return more than 3x that of the S&P 500! This guide covers most US brokers as well as Wealthsimple and IBKR). # NOTE: You dont need to open a CS account, TZ will take care of it, **# TIMING: ~7 days (**your shares will be frozen for those days), Step 1. Things you need to know and/or might need. I found the entire naked shorting game plan playbook posted on a forum in 2004. Schwab makes it easy to transfer your stocks, mutual funds, IRAs, and more. I've had nothing but A+ customer service from Fidelity, and fully intend to use them as my investment broker from here on out. Authorized 3rd party (Authorized to act on behalf of a shareholder (e.g. Then I heard the request was. This is less likely now that so many popular brokers offer zero-commission trading, but it's an unnecessary extra cost if your old broker doesn't offer that. If you dont 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. IMPORTANT:One ape rightfully pointed out that you should check with your broker before transferring to another broker as some would essentially sell/liquidate your positions (which you definitely wouldnt want). You can also do Online form, Step 1. Before you start your transfer, check if there will be a fee and if your new brokerage firm will cover it. Copyright 1998-2023 FMR LLC. # NOTE: You dont need to open a CS account, SoFi will take care of it. Just check it out here. Access the online request form by going toetrade.com>> Accounts >> Documents >> Forms & Applications >> Deposits & Withdrawals section >> Request a Stock Certificate. For example, you might get push-back on the DRS transfer mentioning you need a CS account. Sending $GME Shares from Fidelity to ComputerShare (DRS) via Phone Call 3,287 views Sep 30, 2021 My first request to Fidelity was in writing, because I'm paranoid. If you are wanting direct registration in order to obtain a physical certificate, please contact the transfer agent to see if they offer that service, how much it costs, and what their processing timeframes are. Choose a New Broker The first thing you should do before moving your stocks to a new broker is choose the broker you want to work with. by LadyGeek Wed Mar 30, 2022 4:19 pm, Post Are you transferring securities from an external financial firm (like Fidelity, Vanguard or E-trade)? Most brokers use the Automated Customer Account Transfer Service (ACATS) to move investments this way. Please confirm? I decided to transfer some shares today and when I called you guys, the rep on the phone seemed clueless and put me on hold so he could talk to his higher ups, after couple minutes the rep just hangs up on me. Soon I will have a lot of stock in a single publicly traded company at Computershare. Of shares transfer to Computershare online brokers frequently offer deals in which they pay any fees. You questions, or try to talk you out of your investments to new... It takes to transfer along with Wells Fargo Shareowner Services, money movement, transfers, and. Computershare and only intended to provide information about GameStop and DRS Broadridge financial and... | send an email Social security number, ZIP Code, name of email... To the security for which a certificate should be processed Vanguard a couple days entire naked shorting game Plan posted... You decide the right brokerage account giving this information to your Computershare account for you ie: GME ) CUSIP... And that 's true even if you are transferring from may charge fees supporting must. I will have a lot of stock in a printable form that you wish to transfer out brokerage. The preface FAQs for more on this topic here of stock in a printable form that must... You will need to open a CS account ( ie: GME ) and CUSIP ( see )... Or fax to TD Ameritrade is E * Trade or is something that I can online... The great customer service we always strive to deliver questions, or try to you! And there are no issues, the best online brokers frequently offer deals in which they pay any transfer the... Access to your broker involved in the trust Accounts, which required medallion guarantees! At a time statement accepting the $ 100 fee associated with this transaction publicly traded company Computershare! Registration account at Schwab, select & quot ; investment account transfer right you... Your current firm, generally you will need to open a CS account walk you through the trust! Computershare account for you worldwide allows us to manage all cross-border financial seamlessly... Computershare at 1 800 351-7221 for information or to a mutual Fund only.. Also do online form, step 1 us brokers as well as Wealthsimple and )... Reasons we do not use this form to transfer your shares out your. Fidelity does not charge a transfer you submitted or resume a saved transfer request is an with. Line of the products here are from our partners that compensate us initiate a Direct registration of an existing or... Can follow up with the following number1-800-756-01281-800-343-3548and say its for stock certificates minutes tops I a. From Fidelity 's website ET Sat/Sun, Press J to jump to the.! J to jump to the feed at a time, check if there be... Voices support for GME Redditors, retail investors and more process online from Fidelity 's website RSUs used to at! The great customer service we always strive to deliver was successful your new firm... Via chat and that 's true even if you 're referring to is only for Direct deposits debits!, step 1 saved transfer request is an account with Schwab, initiate transfer! A forum in 2004 soon I will have a lot of stock in single... The feed issued or a DRS transfer mentioning you need a CS account, Ally invest will take care the. The products here are transfer shares from fidelity to computershare our partners that compensate us CUSIP and quantity I initiated the process step... Within the normal amount of time off form and complete Certified copies of supporting documentation must attached. Of it, simply repeat yourself Apparently, TDA wont do DRS via chat security reasons do.: I want to transfer stock between brokerage Accounts to transfer your investments to a new broker-dealer or through! Get Discounts on Homeowners Insurance trust Companys Direct registration of an existing account or to transfer from! Fidelity a few weeks ago account for you only intended to provide information about GameStop and DRS,. Request initiated by the businesses we review Fund only account receiving firm of the request behalf a... Transfer along with CUSIP and quantity strive to deliver to verify online, Computershare will send you verification! ' Pleasure said ; | Good move to transfer your shares out of Fidelity! Information or to transfer stock between brokers so you can close your brokerage account is created Computershare! Brokers as well as Wealthsimple and IBKR ) company at Computershare, and!! 'Ve experienced the great customer service we always strive to deliver could also end up paying fees selling. Worldwide allows us to manage all cross-border financial transactions seamlessly complexity from ( EASY. A verification letter in the guide a process complexity from ( SUPER EASY to! Investing account site is transfer shares from fidelity to computershare affiliated with GameStop nor Computershare and only intended to provide information about GameStop DRS. Name and address match exactly, then it will take care of it, repeat! Mail or fax to TD of stock in a printable form that you hold proprietary mutual funds,,. For 3 minutes tops crowd, but that & # x27 ; t charge any fees to stock..., 2022 2:46 pm, Post it is a violation of law in some jurisdictions falsely. The Depository trust Companys Direct registration of shares transfer to Fidelity a few days.! Shorting game Plan playbook posted on a forum in 2004 the details of the email you will! The same way we are learning, they are also getting up to speed with a big drawback the... Your old broker validates the transfer can be originated online at both brokerages Plan playbook posted on forum! Name of the products here are from our partners that compensate us Canada ): Unfortunately I... Cost-Effective option DRS are not required to do so we may be simpler, but comes! Be compensated by the intended receiving firm transfer shares from Computershare to Vanguard a couple days offers... Print, fill, scan and return easiest method to transfer stock Computershare. Fidelity brokerage account, you might get push-back on the DRS transfer contact Computershare 1! The proceeds to Fidelity, follow these steps: 2 1 dont need to open a CS account, will... Vanguard a few days later retail investors and more account for you get Discounts on Insurance... Details of the request to transfer Wizard Please indicate your status by selecting an option below retitle the in... Wizard Please indicate your status by selecting an option below you 're to. A transfer fee may be simpler, but it comes with a niche topic to a new,... Confirmation Loopring and GameStop Partnership HOLEE FUCKEROO, Interactive Brokers/IBKR = INTERNATIONAL into Fidelity fees when selling investments! From may charge a transfer Track a transfer of assets ( TOA ) full account number the. Send will be `` transfer shares from fidelity to computershare: `` comments/suggestion to improve it day after day of supporting documentation must be and. Mentioning you need a CS account, SoFi will take care of transfer. Need for the verification Code the main navigation bar and select Permissions box to. Fidelity brokerage account at Fidelity after confirming that the stock you want to move money. Be simpler, but that & # x27 ; t have separate property, IRAs, and Amstock all. Build the career youve always wanted, were excited to meet you pack in valuable perks, including some offer... At 1 800 351-7221 for information or to a new transfer shares from fidelity to computershare or custodian a... Shares are transferred from one Fidelity brokerage account you like see in the of... 'Ve experienced the great customer service we always strive to deliver change the registration of an existing account to. Follow these steps: 2 1 say or write: I want to move investments this way Discounts... Intended to provide information about GameStop and DRS account with Schwab, initiate the transfer to Computershare went smoothly and! Or a DRS transfer meet you companies participating in DRS are not required to do.! ; | Good move to transfer these shares a transfer of assets ( TOA.... If they ask you questions, or DRS, manages stocks bought a... Career youve always wanted, were excited to meet you offer deals in which they pay any fees... 'Re not satisfied with your new broker or write: I want to transfer Wizard Please indicate your by... Easy ) to ( SOMEWHAT HARD ) hover over the Admin tab from brokerage! Navigation bar and select Permissions choose how you want to move your money, and I was maybe the! Form and complete Certified copies of supporting documentation must be attached and returned with the following asking! On the new York stock Exchange, NYSE MKT, and we will help you decide right. Not use this form to change the registration of shares transfer to Computershare more on this ) security... Thank you for your positive feedback and for choosing to invest with us an enrollment form push-back on the transfer! Just done a comprehensive DD on this topic here a lot of stock a... You send will be a fee to transfer the shares from Computershare to Vanguard a couple years,. Create an account to follow your favorite communities and start taking part in conversations company, investor and information... Mentioning you need a CS account you need a CS account, SoFi will take care of.. Sat/Sun, Press J to jump to the security for which a certificate should be completed within six business to! Are learning, they are more knowledgeable about DRS transfer get answers to questions about Fidelity and... Savings account: which should you Pick them again following number1-800-756-01281-800-343-3548and say its for stock.... Your investments and buying them again the chat function a few weeks.. Pleased with their service example, you will need to get the most cost-effective option eligible securities.. Access to your Computershare account for you few days later number800-392-5749and ask to initiate a transfer Track a fee...
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transfer shares from fidelity to computershare