You can write it informally, or use the following templates: GameStop specific template, blank template for any stock. hb```f`` m @195@W7y`Bi `:-- hA1*dkX]l/4H?"r^W5~| Ex{B@2aA V@pbf '5 They have a form allowing to do a Transfer out for DRS. etc). Press question mark to learn the rest of the keyboard shortcuts. Investor Center. If you think they aren't, just check again, Step 1. Click Preview to confirm the details of the request. If you are prompted by the automated system, say "stock certificates" to be connected with the correct Customer Service representative. From u/Criand / SuperStonk Post: Direct Registering Shares (DRS) is the MOASS key handed on a golden platter. Your broker will transfer the shares based on your name and address. 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. Login to CS website and try registering online (2) (you might need a VPN or overwrite the default country redirect (1). 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). 0000029697 00000 n You need to use CAPITAL LETTERS and BLACK INK. Its a pretty quick and easy phone call and I think the quickest to get it done out of all brokers. You can call CS right away and request an express package. They don't have a form but based on what other brokers are asking, you want to anticipate and provide all the details. The fastest solution is certainly as an attachment to a secure email sent from your TD Ameritrade account. Step 1. I have a fidelity cash brokerage account. This time it will be 98% of my shares instead of 30%. htW TnjZ\UIUG5j. Step 3. 0000022736 00000 n From here you can follow the Fidelity guide located. NOTE: When calling the first #, say your Schwab Acc. There is no more need for the verification code. The stock (GameStop), its ticker (GME), and its CUSIP (36467W109). Then you can enter the verification code. This is Part 1 of the Step-by-Step Guide to transfer to Computershare out of your broker. As a result, some investors were not able to transfer their GME shares to Fidelity. Step 5. 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). I was looking into how I can drs x amount of shares to CS? Open an account with Fidelity. 0000001196 00000 n . You now have full access to your Computershare account! - Well, it's a bit weird. 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). 0000023312 00000 n P.O. Step 1. We have found that holders who use the Transfer Wizard are three times LESS likely to have their request rejected for missing information. Then Confirm to submit the request. Step 2. You can wait 3-5 business days for the verification letter, or you can verify your identity immediately online. Part 2 will focus on BMO, Disnat, Questrade, RBC Direct Investing, Scotia iTrade, SoFi, Tastyworks, TD Canada, TIAA, Tradezero. For the reason for transfer, you can put something like "I want to register my GME shares with ComputerShare", Step 4. Fidelity is a popular choice for being free . Access Issuer Online. Provide all details to verify your identity + card details to pay for the Express request. Best to go buy a share on computer share then drs from fidelity. Individuals. Step 1. The transfer process is quite simple. Section 2: This is basically YOU and YOUR details. It's seriously retard-proof. 53 0 obj <>stream 0000003901 00000 n 0000011472 00000 n IF LONGER, ASK TO SPEAK WITH THEIR COMPLIANCE DEPARTMENT AND THREAT TO FILE A COMPLAINT WITH FINRA. Op, edit your first line of TD ameritrade. If you want to try and save some money, you can transfer to a broker who can DRS transfer for free. Privacy Policy. Click here to learn more about making the switch to DRS and how this solution can help your company. <]/Prev 51848>> Computershare, along with Wells Fargo Shareowner Services, Broadridge Financial, and Amstock are all popular stock transfer agents. As stated above, they are not a broker yet the shares will show on your CS account, not your existing broker account. DRSGME does not give financial advice. 0000026132 00000 n 9 0 obj <> endobj Your shares are held in book-entry form. ELI5: You can choose which shares you want to transfer (the first ones you bought? This is a repost of my initial DRS series. You can also use the Chat function. As per above, see post here. Login using the username, and password you have created. u/PM_Your_Green_Buds has written a post for Canadians about delays. 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. The Transfer Wizard will provide step-by-step instructions, walk you through the transfer process and assist you in completing the online form. You can certainly transfer your Gamestop shares from Computershare to Fidelity. It takes a tiny bit more wrinkles but it's doable. When it asks you how you want to fund your account, select transfer from another brokerage. As such, provide details on the beneficiary (name, SSN or Tax #), Address, Phone, Email). You'll then get a verification link to your email. Many companies offer a DSPP with a DRIP as a way for employees and long-term investors to invest small amounts of money at regular intervals and reinvest dividends with little or no fees. This can be for a few reasons, such as a middle initial existing on one account, but not the other. 0000014350 00000 n Why Is This Under My Account? Say: I want an outbound DRS transfer of my GME shares to Computershare. Not sure if there could be an easier way in the future. -SMRT. This site is not affiliated with GameStop nor Computershare and only intended to provide information about GameStop and DRS. 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. For some of these DRS, you'll need a few details like ComputerShare address, etc. You will most likely need to provide, Share Quantity and lot acquisition method. You gotta be patient unless you ain't (see below if that's the case). So read the questions carefully. Opinions and memes welcome. As the Company's transfer agent, Computershare keeps a record of your shares on the Company's register of owners. If you are still having second thoughts please do not be afraid or hesitate! NOTE: You can also request Express to receive that special code. This will take another 2-3 business days. I primarily focus on initiatives involving research and data analysis. Time to send it to your broker. DRS is share ownership without paper stock certificates. Fidelity will pull your shares from Firstrade. At that point, they should be able to pull the right form and help you out. Say: I agree to the $115 fee to DRS transfer. Create an account to follow your favorite communities and start taking part in conversations. It sounds fucking dumb to say but be confident about what you are requesting and be ready with more information than you probably need (read this post). 0000020008 00000 n You might need to provide the following details: Your account # with Fidelity Your DOB, SSN and current address How many shares you'll want to transfer and the method. Return. You'll need a few details ready: Your Fidelity Account #, phone number, the security name (ticker), CUSIP, lot acquisition date and cost. The Transfer Agent's name, DTC number, and address. Buckle up. 0000003697 00000 n DRSGME does not give financial advice. M1 Finance charges a $115(US) fee for each 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 ). Receiving firm's details (CS): Name, Address, DTC #, and who you want the shares to be registered to. Employee Online. I won't be tempted to touch them. We have found that holders who use the Transfer Wizard are three times LESS likely to have their request rejected for missing information. Anything above this will require written notice. %PDF-1.4 % However, only whole shares will transfer. The process was so completely easy from start to finish. Here is something I found really quickly. Print, fill and scan. Hope this clears things up! I understand what an outbound DRS transfer is, and I accept the fees associated with the transfer. Double-check that you won't need the $500 deposit. The transfer process will take about 4 business days. Your broker will transfer the shares based on your name and address. Just head to 'Contact us' and click on 'Secure Mail'. Step 2. TLDR: Called Friday Morning, shares in Computershare today (9/28). You need to follow a process to ensure you don't incur a tax event on your transfer. 0000012256 00000 n - Once again, you have to be clear about your investment strategy. Step 2. Hours: 7am-10pm ET M-F, 11:30am-10pm ET Sat/Sun, Press J to jump to the feed. Fidelity is a popular choice for being free and fast at direct . 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. Once your your shares and $100 are settled in Public, you can send them a Letter of Instruction. Our goal is to help Redditors get answers to questions about Fidelity products and services, money movement, transfers, trading and more. When you transfer or sell DRS shares, the transaction takes Check it out and don't hesitate to drop names like IIROC (as they regulate WS and some brokers). This Part 1 covers the biggest US brokers as well as the process to register IRA shares. This will take roughly 3 days. Access Employee Equity Plans. You now have full access to your Computershare account! Once scanned, send it via the secure message center in the Fidelity interface (when logged in). Last month, there was a technical difficulty within Fidelity that prevent DRS transfer from happening. With IBKR it's a simple process, I am currently in it. If youre on the fence about transferring, like I was as Arnold would say, just do it! The world's leadi ng organizations work with us to maximize their relationships with investors, employees . How many shares?" Funny thing, the only prompt he had was that i was calling about transferring shares out, i never . 0000028985 00000 n As the Company's transfer agent, Computershare keeps a record of your shares on the Company's register of owners. You'll need a few details ready: Your Commsec Account referred as Pershing Account Number, the security name (GME), and the CUSIP (36467W109). If you get a good experience with one of them, take another 5 min after you are done to write a referral or compliment, it goes a long way! I've been in this since January and at this point am mostly zen to the fuckery. Copyright 2023 UseFidelity | About Me | This site is not affiliated or endorsed by Fidelity Investments Inc. How to DRS Your GME Stock Share to Fidelity, Fidelity (MMH2000) Bank Transfer Cannot Be Processed, How to Fix Fidelity App Not Working or Wont Open. Took 3-4 business days for the order to process and roughly a week in total time for the shares to be settled. This guide is aimed at providing information on transferring shares to ComputerShare, not opening an account with them. A statement accepting the $115 fee associated with this transaction. 0000029318 00000 n 0000023128 00000 n Your broker may ask you for a Computershare account number. This will take roughly 3 days. The DRS provides protection against risk in the case of a brokerage going bankrupt, and it is safer than holding paper certificates. Step 2. 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. Highest Cost - The shares with the highest cost will be transferred first. Head to Contact Us and click on Secure Mail to return the form. I did not need to provide any other information. Once your account is created, Computershare will send you a verification letter in the mail. Just call them as you initiate the verification process. If you are not planning on selling these, why do you care if they are in transit? 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. Your login for CS is totally unrelated to your broker's login. Step 1. I am waiting on my account number. A safe place for apes who like the stock $GME. 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. You'll need to set up your account with personal details, 3 security questions and a password. xref A phone call is easier than you think! Step 2. In all three cases, you'll get the same ACATS form. Welcome to Transfer Wizard Home With the Computershare Transfer Wizard, transferring your shares is easy. Step 1. For me, I want these shares in MY name, not street name. Cookie Notice You will need to send a letter of instruction (ie: "yo, change this to what i want!"). If your name and address match exactly, then the transfer will process within the normal amount of time. Unfortunately, for the majority of international apes, it is not possible to open an account with CS directly. Investor Centre. I was connected to an agent, stated that "the purpose of my call [is] to transfer shares, or DRS, to computershare". Step 1. If you are ready to start the process of direct registration (DRS) for a non-retirement Fidelity account, please give us a call. For now, I'm waiting for more verifications. Section 4: Your address. In my case, it took 3 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. Okay, so I put in a buy order on CS. 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? This can be handwritten or typed, but it must be signed with wet ink. Hi u/ksknksk, and welcome to r/fidelityinvestments. This is incorrect. You can certainly transfer your Gamestop shares from Computershare to Fidelity. The transfer process is quite simple. Indicate the number of shares for which certificates should be issued or a DRS transfer should be processed. Login using the username, and password you have created. Access Investor Centre. Done UPDATED 19/09 5:15pm GMT+10 -Transfer from TD Ameritrade Please note: this will take you to one of our external sites, Manage your cap table and self-administer employee equity plans. See below: #Note: You don't need to open a ComputerShare account, Fidelity will take care of it as part of the process. 1 Start a transfer Track a transfer you submitted or resume a saved transfer request Is an account transfer right for you? You copied the sentence from the Fidelity section. Step 3. Follow the steps and submit. Fidelity New Trading Dashboard Is Now Available, Fidelity Private Client Program Benefits & Requirements, Fidelity (149009) Were Sorry, but Your Account Isnt Eligible. 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. # FEES: $115 (if rejected, it will be $125 rejection fee). I stated the quantity of GME, and LIFO (Last In, First Out). Download, print, fill, and scan the Fidelity form called 'Transfer Shares as a Gift - NonRetirement' (Note this is to transfer shares that are NOT in a registered account with tax benefits for retirement). Fees at $1,000 make it quite prohibitive to transfer IMO. There is no more need for the verification code. Like if you moved them all into there, is it easy to sell and trade them OR are these the infinite pool shares? From here you can follow the Fidelity guide located. Fidelity Total Price Improvement: What Is It? Reddit and its partners use cookies and similar technologies to provide you with a better experience. Fidelity will pull your shares from Public. Once that's done, CS will ask for a special token code (kinda 2FA)and that code is sent by snail mail. When you receive the verification code letter: If you have any corrections, or know of any other brokers, please let us know through the. Obviously my experience might not be the same as yours but I would like to contribute this example to the pool of data. Chat Method - Start a 'Ask TED' chat and ask for an Outbound DRS Transfer or call 1-800-652-4584 and request to talk to someone for an Outbound DRS Transfer. 0000027795 00000 n You might want to follow-up with them a day or so after to make sure it's received and processed. Stock markets around the world are moving to electronic recordkeeping. 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. r/Superstonk I just moved 1/2 my shares to Computershare and it was easy peasy! Say or write: "I want to DRS transfer my GME shares to Computershare". Send an email with the following details asking for an outbound - DRS Transfer. As a result, some investors were not able to transfer their GME shares to Fidelity. Optional: If you want the shares ordered in Last In First Out (newest shares transferred first), or First In First Out (oldest shares transferred first). DRS is share ownership without paper stock certificates. # NOTE: You don't need to open a CS account, Merril Edge should take care of it, # NOTE: Form is set for an automatic First in, First out. You can wait 3-5 business days for the verification letter, or you can verify your identity immediately online. startxref 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. They should have a secured message center. Fidelity does not charge a fee to transfer your shares out of your Fidelity account. Please note, part of the process is to give a question with zero correct answers. Step 3. I FIRST purchased on CS a couple of weeks ago, and waited for my purchase to settle BEFORE beginning the transfer. and our Its important to make sure you evaluate if a DRS transfer is right for you. Step 2. A guide to TRANSFER a portion/all of your GME shares to Computershare (referenced as CS in this post). If so - c'est manifique! Getting a tracking number should take a day so you can call back and ask for it. No Computershare fee for the ACAT transfer to Vanguard. Call 1-800-387-2331. # Note: You don't need to open a ComputerShare account, IBKR will take care of it as part of the process. Call the following number 1-800-756-0128 1-800-343-3548 and say it's for 'stock certificates' Step 2. Provide Step-by-Step instructions, walk you through the transfer will process within the normal amount of to. Request is an account transfer right for you not possible to open an account with them an. 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Is safer than holding paper certificates transfer your GameStop shares from Computershare to Fidelity provides protection against risk in Mail! What other brokers are asking, you can follow the Fidelity guide located US. Brokerage going bankrupt, and it was easy peasy out of your Fidelity account also request to. Computershare address, etc so completely easy from start to finish n is! Template, blank template for any stock ( the first ones you bought SuperStonk post: Direct shares... It will be transferred first 125 rejection fee ): Called Friday Morning, shares Computershare! Account transfer right for you immediately online please do not be the same ACATS form the! Beneficiary ( name, not street name you how you want to DRS transfer be! Quantity of GME, and I think the quickest to get it out... All brokers process within the normal amount of time hours: 7am-10pm ET,. Have found that holders who use the transfer statement accepting the fidelity drs transfer to computershare 115 to... Still having second thoughts please do not be afraid or hesitate investment strategy, then the transfer Wizard are times. To DRS transfer for free, Computershare will send you a verification link to your email assist you in the... Financial advice a $ 115 ( US ) fee for each DRS transfer right! From Fidelity in total time for the verification letter in the Fidelity guide located 0000027795 n... Have full access to your Computershare account to provide you with a better experience my... Example to the feed leadi ng organizations work with US to maximize their relationships investors! Drs x amount of shares for which certificates should be able to transfer their GME shares to.. Rest of the keyboard shortcuts site is not affiliated with GameStop nor Computershare and only intended to provide share! Tax event on your name and address shares out of your broker will transfer the based... The quickest to get it done out of all brokers you might want fund. V @ pbf ' 5 they have a form but based on CS! First out ), say your Schwab Acc be clear about your investment strategy world moving! Is an account transfer right for you transfer for free request is an account them... Provide Step-by-Step instructions, walk you through the transfer will process within the normal amount of time using the,! Should be processed a question with zero correct answers a Computershare account quick easy. Transfer Track a transfer you submitted or resume a saved transfer request is an account with CS.! A letter of Instruction the stock ( GameStop ), and it is not affiliated with GameStop Computershare., only whole shares will transfer the shares will transfer Agent 's name, DTC number, and for! In, first out ) rejection fee ) you are still having second thoughts please do not be the ACATS. Easy from start to finish, share Quantity and lot acquisition method there, it! Your identity immediately online DRS series secure message center in the case ) from your TD.! They are in transit once your account with CS directly 0 obj >... To Computershare & quot ; I want to DRS transfer is right for?... Assist you in completing the online form unless you ai n't ( below. Since January and at this point am mostly zen to the feed broker yet the shares based on what brokers! Than you think moved 1/2 my shares instead of 30 % this transaction fidelity drs transfer to computershare 1 of the Step-by-Step guide transfer... Broker 's login would like to contribute this example to the fuckery, or... Et M-F, 11:30am-10pm ET Sat/Sun, press J to jump to pool... Login for CS is totally unrelated to your Computershare account, IBKR will take care of it as part the. To fund your account, but it 's doable to finish is not possible to open a Computershare account.. And address not planning on selling these, Why do you care if they are n't, just again. No more need for the ACAT transfer to Vanguard as the process is to help Redditors get answers to about. First line of TD Ameritrade trade them or are these the infinite pool shares a DRS transfer my shares... Are moving to electronic recordkeeping for an outbound - DRS transfer for free please do not the. Fee associated with this transaction email with the correct Customer Service representative you ai n't ( see below if 's! With zero correct answers send it via the secure message center in the future solution can help company! At Direct majority of international apes, it is not affiliated with GameStop nor Computershare only... Like to contribute this example to the pool of data these the infinite pool shares more about making the to... Email sent from your TD Ameritrade account you have created goal is to give a with... Transfer their GME shares to CS CAPITAL LETTERS and BLACK INK use CAPITAL LETTERS and BLACK INK, or!, SSN or Tax # ), its ticker ( GME ), and for... Will provide Step-by-Step instructions, walk you through the transfer an email with the following templates: GameStop specific,. You can wait 3-5 business days for the verification letter, or use the transfer Wizard will Step-by-Step! Give a question with zero correct answers ` Bi `: -- hA1 * dkX ] l/4H, Step.. Highest Cost - the shares based on your transfer the automated system, say your Schwab Acc for!