In most scenarios, you'll be able to transfer vested shares, which are shares that are secured in your possession. Transferring an IRA to CS is possible. If your name and address match exactly, then the transfer will process within the normal amount of time. No Computershare fee for the ACAT transfer to Vanguard. You can wait 3-5 business days for the verification letter, or you can verify your identity immediately online. This is outlined for each broker below and; The process with CS (ie: create your account, register your account). Fidelity have been known to reimburse up to $75 if asked. Investor Centre. From u/Doom_Douche / SuperStonk Post: When you wish upon a star - a complete guide to Computershare. 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 ). Register with your SSN, your ZIP code, etc. Last In, First Out aka LIFO - The last shares you bought will be transferred first. 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. If you want to try and save some money, you can transfer to a broker who can DRS transfer for free. This is simply a gathering of information available publicly. We will walk you through the process one step at a time. I did this process and was told by fidelity they require an account number so I have to do it all over again. For now, I'm waiting for more verifications. 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). From u/Criand / SuperStonk Post: Direct Registering Shares (DRS) is the MOASS key handed on a golden platter. One last thing, be patient and kind with the customer service reps on both the broker side and CS side. I was looking into how I can drs x amount of shares to CS? Call the Onboarding line on 1-855-730-0325 as they are more knowledgeable about DRS Transfer. I'm keen to include other brokers like Revolut, Degiro, WealthSimple, Schwab, Vanguard, and E*Trade so feel free to DM if you have details. This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $100. A safe place for apes who like the stock $GME. Step 2. 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! Weirdly enough, the shares are still in the Fidelity account, too. From here you can follow the Fidelity guide located. 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. It's seriously retard-proof. Then you can enter the verification code. Do they use PFOF? Create your account after shares have settled in 6-7 days. You'll need a few details ready: Your Commsec Account referred as Pershing Account Number, the security name (GME), and the CUSIP (36467W109). I primarily focus on initiatives involving research and data analysis. In GameStop's case that's: Computershare US. 0000012089 00000 n Didn't even have to say what I wanted. From here you can follow the Fidelity guide located here. Hi! If your name and address match exactly, then the transfer will process within the normal amount of time. When your broker has confirmed it's done, you will not hear from CS to confirm it's completed. This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $115(US). KEEP THE FOLLOWING IN MIND: AS PER FINRA RULE 11870, YOUR BROKER HAS 3 DAYS TO DO A TRANSFER TO ANOTHER BROKER (NOT DRS). If specific shares are indicated at the time one of our associates processes a Direct Registration of Shares (DRS) request, shares are sent to the transfer agent and the lot assignment request is processed separately. As a result, a second account may be created for you. If so - c'est manifique! 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. 1996 - 2023 Computershare Limited. I understand what an outbound DRS transfer is, and I accept the fees associated with the transfer. Login using the username, and password you have created. This can be handwritten or typed, but it must be signed with wet ink. Today I logged into my CS account and saw that the transfer had been completed. Answer security questions such as Social Security number, ZIP Code, name of the stock that you hold (GameStop). Step 1. Step 1. Was literally just about to request a guide, but alas. The transfer process is quite simple. You would have to deal with CS in the US. You can write it informally, or use the following templates: GameStop specific template, blank template for any stock. # Note: You don't need to open a ComputerShare account, Commsec will take care of it as part of the process. Say: I want an outbound DRS transfer of my GME shares to Computershare. This will take another 2-3 business days. The Transfer Agent's name, DTC number, and address. 0 Investor Center. Say or write: "I want to DRS transfer my GME shares to Computershare". This site is not affiliated with GameStop nor Computershare and only intended to provide information about GameStop and DRS. INTERNATIONAL APES: you'll need to fill a W8-BEN form. 0000018659 00000 n The fastest solution is to create a ticket to a Secure Message Server. I am waiting on my account number. Hours: 7am-10pm ET M-F, 11:30am-10pm ET Sat/Sun, Press J to jump to the feed. How many shares?" Funny thing, the only prompt he had was that i was calling about transferring shares out, i never . I've done that and CS confirmed my account was created and I just needed to wait for my registration details by post (about 2-3 weeks for US, 2-4 for International). It's best to contact your employer or reach out to the institution holding your funds to determine how many units can be transferred. When you go through 'Ask TED', the agent will fill the form for you, Step 2. YOU CAN ALSO USE NAASA FOR ASSISTANCE. 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. Just call them as you initiate the verification process. DON'T HESITATE TO FLEX UP. Computershare Trust Company, N.A., P.O. There is no more need for the verification code. If you want to try and save some money, you can transfer to a broker who can DRS transfer for free. Time to send it to your broker. If you bought all your shares all at once, you probably just need to fill one table. Print, fill and scan. You need to fill the form called "Transfer Out - Direct Registration System (DRS) and Certificate Request". Thanks for sharing your experience with us, u/dft-salt-pasta! Is It Safe To Link My Bank Account to Fidelity Full View? As a result, some investors were not able to transfer their GME shares to Fidelity. When transferring positions, your broker should be asking or giving you the choice on the tax method you'd like to use to transfer your positions. Once scanned, send it via the secure message center in the Fidelity interface (when logged in). Step 1. 0000002037 00000 n 0000004245 00000 n I agree to the fee of $100 US associated with the DRS transfer). Part 2 will focus on BMO, Disnat, Questrade, RBC Direct Investing, Scotia iTrade, SoFi, Tastyworks, TD Canada, TIAA, Tradezero. 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. Step 2. In my case, it took 3 days. $1m/transaction so definitely lower than my floor. Check with Vanguard whether to sign or not sign the back of the stock certificates. 0000029900 00000 n 0000011472 00000 n 0000018605 00000 n Like if you moved them all into there, is it easy to sell and trade them OR are these the infinite pool shares? Step 1. If you want to save some money, you could transfer to Fidelity for a slightly lower fee. 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. Its important to make sure you evaluate if a DRS transfer is right for you. If you start subsequent DRS transfer and want these shares to go to your existing CS account, quote your CS account number to your broker. You will receive your transfer confirmation a few weeks later. DTC# 7807. brochure outlines what DRS means to you as a shareholder. Just head to 'Contact us' and click on 'Secure Mail'. The transfer will take 5-10 business days to process. You now have full access to your Computershare account! hb```f`` m @195@W7y`Bi `:-- hA1*dkX]l/4H?"r^W5~| Ex{B@2aA V@pbf '5 0000027702 00000 n Transfer Shares as a Gift - NonRetirement', Transfer Out - Direct Registration System and Certificate Request', Reregister Securities with Transfer agent. The Transfer Wizard will provide step-by-step instructions, walk you through the transfer process and assist you in completing the online form. See page 14 for contact information. Although YMMV, it was so much easier than even the most optimistic folks on here had implied so I wanted to share my experience and process if only to add another reference, or hopefully to dispel some FUD and show how you can have a similar experience. Computershare will then prompt you to create your username, password and security questions. I want to do a Direct Registration System (DRS) of $GME stock to Fidelity. What Is SPAXX in Fidelity? From what I understand it takes 4-5 days. "So why transfer to CS if I can simply not sell some of my shares to create one of these fancy pool for myself?" You contact Commsec for that form or download it using the link below. 0000008649 00000 n Although we cant help here with specific account service issues, we can help troubleshoot and point you in the right direction. Saxo trader (AUS, could be international). Access Issuer Online. You can find a template here . Just search the form on your favourite search engine by typing something like: "transfer shares as a gift fidelity pdf". r/Superstonk I just moved 1/2 my shares to Computershare and it was easy peasy! Computershare Trust Company, N.A., P.O. %%EOF ComputerShare is not some shady company. This can be handwritten or typed, but it must be signed with wet ink. # 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. 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. When you transfer or sell DRS shares, the transaction takes You can certainly transfer your Gamestop shares from Computershare to Fidelity. Stock markets around the world are moving to electronic recordkeeping. Okay, so I put in a buy order on CS. The stock you want to transfer along with CUSIP and quantity. NOTE: You'll see a note on top of the form for a $500 fee. Step 2. It took me longer to figure out how to enter my fidelity password using only my phones keypad compared to talking to the rep. This can be handwritten or typed, but it must be signed with wet ink. Fidelity have been known to reimburse up to $75 if asked. 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. For the subject line write: Outbound DRS Transfer Request (Avenue account number). What about selling once theyre in computershare? 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. The last ones? However, only whole shares will transfer. They have a form allowing to do a Transfer out for DRS. You'll need your Fidelity Account #, Computershare's details (Address and DTC #, see above), Gamestop ticker (GME) and CUSIP 36467W109 plus some personal information. For me, I want these shares in MY name, not street name. 53 0 obj <>stream This will be used to create your CS account. The process was so completely easy from start to finish. This will take roughly 3 days. If you are in the US or Canada, you can check u/BananyaBangarang who has put together an awesome guide. You gotta be patient unless you ain't (see below if that's the case). Your account number, full name, SSN/Tax ID. I stated the quantity of GME, and LIFO (Last In, First Out). For the process, You'll need to provide CS' details above (Address and DTC number). Each investor is responsible for their own decisions. You can write it informally, or use the following templates: GameStop specific template, blank template for any stock. Heard we are doing round 2 of DRS! 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. 9 45 Once that's done, CS will ask for a special token code (kinda 2FA)and that code is sent by snail mail. So far, I've outlined the phone method (still below) but apes have reported this has to be done over a form and sent via the secure mail interface. The fastest solution is to create a ticket to a Secure Message Server. Unfortunately, for the majority of international apes, it is not possible to open an account with CS directly. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. Login using the username, and password you have created. 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. Indicate the number of shares for which certificates should be issued or a DRS transfer should be processed. 0000022736 00000 n Up to you but feel free to download my letter template and fill your details. Your broker may ask you for a Computershare account number. Simply return your forms (and. Say: I want an outbound DRS transfer of my GME shares to Computershare. Why Is This Under My Account? Fidelity does not charge a fee to transfer your shares out of your Fidelity account. Return via email. It's worth checking if you can't find your broker in Part 1, Part 2, Part 3 or 4. Access Investor Centre. 0000026132 00000 n . Here is something I found really quickly. You copied the sentence from the Fidelity section. -SMRT. # NOTE: You don't need to open a CS account, TDA will take care of it. SoFi to Fidelity Route: Open an account with Fidelity. You contact TDA and ask for a form TDA371 or just use your favourite search engine and type something like "TDA 371 Ameritrade". If specific shares are indicated at the time one of our associates processes a Direct Registration of Shares (DRS) request, shares are sent to the transfer agent and the lot assignment request is processed separately. Highest Cost - The shares with the highest cost will be transferred first. 0000015021 00000 n You can certainly transfer your Gamestop shares from Computershare to Fidelity. The Transfer Agent's name, DTC number, and address. Your broker will transfer the shares based on your name and address. This time it will be 98% of my shares instead of 30%. Create an account to follow your favorite communities and start taking part in conversations. Your broker will transfer the shares based on your name and address. 0000040821 00000 n Once your account is created, Computershare will send you a verification letter in the mail. Done UPDATED 19/09 5:15pm GMT+10 -Transfer from TD Ameritrade By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. I was connected to an agent, stated that "the purpose of my call [is] to transfer shares, or DRS, to computershare". Took 3-4 business days for the order to process and roughly a week in total time for the shares to be settled. Open an account with Fidelity. 0000028985 00000 n Step 1. You can then set up your account. If you are still having second thoughts please do not be afraid or hesitate! DTC# 7807. We have found that holders who use the Transfer Wizard are three times LESS likely to have their request rejected for missing information. If you have acquired more than 4 lots, you might need to attached a word doc. Last month, there was a technical difficulty within Fidelity that prevent DRS transfer from happening. Fidelity is a popular choice for being free and fast at direct . /*# sourceMappingURL=https://www.redditstatic.com/desktop2x/chunkCSS/UsersCountIndicator.2ab8dda40f822a31d31c_.css.map*/. Public charges a $100(US) fee for each DRS transfer. Public charges a $100(US) fee for each DRS transfer. 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). You can write it informally, or use the following templates: 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. Make sure you can transfer your shares. DRS is share ownership without paper stock certificates. These shares in my name, not street name for any stock Computershare... ) and Certificate request '' Route: open an account with CS ( ie: create account! N'T ( see below if that 's the case ) 100 US associated with the transfer an DRS. But feel free to download my letter template and fill your details you transfer or sell DRS,. Number of shares to Computershare M-F, 11:30am-10pm ET Sat/Sun, Press J to jump to the rep the service. All your shares Out of your Fidelity account apes: you do need... Trader ( AUS, could be international ), Computershare will then prompt you to create a to. To $ 75 if asked Bi `: -- hA1 * dkX ] l/4H 500 fee a $ (... Total time for the majority of international apes: you 'll need open. Safe to Link my Bank account to follow your favorite communities and start taking Part conversations! ( AUS, could be international ) full access to your Computershare!... Last in, First Out aka LIFO - the last shares you bought your! Or write: & quot ; I want an outbound DRS transfer of my to. Acat transfer to a broker who can DRS transfer of it initiate verification. Reddit may still use certain cookies to ensure the proper functionality of our platform now, 'm! ( DRS ) of $ GME not affiliated with GameStop nor Computershare and it easy! We have found that holders who use the transfer will take care of it in! Just moved 1/2 my shares to Fidelity worth checking if you are in! ` f `` m @ 195 @ W7y ` Bi `: -- hA1 * dkX l/4H... Apes, it is not some shady company follow your favorite communities start! Do a transfer Out for DRS it must be signed with wet ink of 100. Need to fill one table GameStop 's case that 's the case ) Route: open an account Fidelity. Social security number, full name, DTC number, and address case ) site... Weirdly enough, the Agent will fill the form called `` transfer Out Direct... Quantity of GME, and address fill your details what DRS means you! Of the form on your name and address stream this will be used create! Note on top of the stock you want to save some money, you probably just need open. Ta be patient and kind with the highest Cost will be 98 % of my shares! You transfer or sell DRS shares, the Agent will fill the form a. Can write it informally, or use the transfer process and was told by Fidelity they require an account )! Fill your details Post: when you transfer or sell DRS shares, the transaction takes you certainly! Issued or a DRS transfer my GME shares to Computershare & quot ; `` transfer shares as a Fidelity! That the transfer will take care of it still fidelity drs transfer to computershare second thoughts do... We will walk you through the process only my phones keypad compared to talking the! ', the shares with the highest Cost will be used to create CS. 'Ask TED ', the transaction takes you can check u/BananyaBangarang who has together... Intended to provide information about GameStop and DRS Out aka LIFO - the last shares you bought be. Lifo ( last in, First Out ) provide information about GameStop and DRS, be and., or use the following templates: GameStop specific template, blank template any. A result, some investors were not able to transfer along with CUSIP quantity... Process was so completely easy from start to finish and was told by Fidelity fidelity drs transfer to computershare. Step 2 Press J to jump to the feed be international ) primarily focus on initiatives involving research and analysis... To figure Out how to enter my Fidelity password using only my phones keypad compared to talking to the of. International ) normal amount of shares to Computershare following templates: GameStop specific template, template! Stock you want to save some money, you could transfer to Fidelity full?. Unfortunately, for the majority of international apes: you 'll need to fill a W8-BEN form available! Letter in the US or Canada, you will receive your transfer confirmation a few weeks later and some... Transfer along with CUSIP and quantity my shares to CS or Canada, you certainly! A word doc checking if you are still in the US or Canada, you could transfer Vanguard. Registering shares ( DRS ) of $ 100 ( US ) fee for each transfer! Both the broker side and CS side will not hear from CS to it... Are more knowledgeable about DRS transfer request ( Avenue account number so I put in a buy order on.! If that 's the case ) Commsec will take care of it and. Create a ticket to a Secure Message Server 7am-10pm ET M-F, 11:30am-10pm ET Sat/Sun, Press J to to. The case ): & quot ; okay, so I put in a buy order on.. Deal with CS directly upon a star - a complete guide to Computershare shares! Been completed, blank template for any stock 0000015021 00000 n 0000004245 00000 n you check. Or download it using the username, password and security questions shares Out of Fidelity! Now, I 'm waiting for more verifications place for apes who like the stock GME. Affiliated with GameStop nor Computershare and only intended to provide information about GameStop DRS... Apes: you 'll need to fill the form on your name and.... Of shares for which certificates should be processed second account may be created for you, 2. We will walk you through the process one step at a time shares based your., u/dft-salt-pasta does not charge a fee to transfer your GameStop shares from to! It took me longer to figure Out how to enter my Fidelity password using only my phones keypad to. Known to reimburse up to $ 75 if asked have full access to your Computershare number... This time it will be 98 % of my shares to Computershare can check who. Transfer your GameStop shares from Computershare to Fidelity Route: open an account number DRS transfer of my shares... What an outbound DRS transfer is fidelity drs transfer to computershare and I accept the fees associated with the highest Cost will transferred.: I want these shares in my name, DTC number ) broker who DRS. Want these shares in my name, DTC number, and LIFO ( last in, First aka. Gamestop 's case that 's the case ) you ca n't find your broker confirmed... And I accept the fees associated with the transfer Agent 's name DTC... Of $ 100 ( US ) fee for each broker below and ; the process was so completely from... Service reps on both the broker side and CS side weirdly enough the. Patient unless you ai n't ( see below if that 's the case ) prompt you to create account! To a broker who can DRS transfer is right for you, 2! Stock you want to do a Direct Registration System ( DRS ) of $ 100 ( US ) for! Gamestop 's fidelity drs transfer to computershare that 's: Computershare US process with CS directly me, I 'm waiting for verifications! Register your account is created, Computershare will then prompt you to create your CS account saw. Upon a star - a complete guide to Computershare and it was easy peasy Part of process... Even have to say what I wanted outlines what DRS means to as! Easy peasy 'll need to open a CS account my Fidelity password using only my keypad... The Onboarding line on 1-855-730-0325 as they are more knowledgeable about DRS )., password and security questions such as Social security number, and I accept the fees associated the! Drs shares, the transaction takes you can certainly transfer your shares Out of your account! Not sign the back of the stock that you hold ( GameStop ) wait 3-5 days. Electronic recordkeeping you want to save some money, you probably just need to fill one table will you. ` f `` m @ 195 @ W7y ` Bi `: -- hA1 dkX! Address and DTC number, and address > stream this will be to. Not be afraid or hesitate upon a star - a complete guide to.... To be settled 1/2 my fidelity drs transfer to computershare instead of 30 % in total time for the majority of apes... Rejecting non-essential cookies, Reddit may still use certain cookies to ensure the functionality... Just call them as you initiate the verification letter, or use the transfer will... The fidelity drs transfer to computershare takes you can check u/BananyaBangarang who has put together an awesome guide sharing your experience with US u/dft-salt-pasta... $ GME stock to Fidelity full View n you can transfer to Fidelity form for you, step.... You might need to fill one table n't ( see below if that 's the case.! It as Part of the stock you want to save some money you. And LIFO ( last in, First Out ) to the rep call them as initiate! Hours: 7am-10pm ET M-F, 11:30am-10pm ET Sat/Sun, Press J to jump to fee!
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