From my POV, it's a plus. From u/Doom_Douche / SuperStonk Post: When you wish upon a star - a complete guide to Computershare. It was stress free and painless! 0 Things you need to know and/or might need. ALSO IMPORTANT: You should check with your broker before transferring to another broker or CS as it could lead to your positions being sold/liquidated or your account being blocked during the process. Thanks for reaching out to us. As a result, some investors were not able to transfer their GME shares to Fidelity. They have a form allowing to do a Transfer out for DRS (see step 2). Press J to jump to the feed. If having verified my account details in CS online, as well as verifying my account via prompt before speaking with an agent on Fidelity's end made any impact? 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. Step 1. Anything above this will require written notice. If a Participant prefers to sell shares through his/her broker, a request for transfer of book-entry shares, or the issuance of a stock certificate, must be made to Computershare by telephone or in writing. 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. Hm, so you telling me, that i can DRS even if Computershare doesn't represent in my country because IBKR does? Download and fill the Letter of Authorization form from their site. You can call CS right away and request an express package. brochure outlines what DRS means to you as a shareholder. 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. Then, Fidelity would manage your DRS transfer in a few days (about 3) so no reason to not bring them business. 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. hb```f`` m @195@W7y`Bi `:-- hA1*dkX]l/4H?"r^W5~| Ex{B@2aA V@pbf '5 Keep in mind the CS agent might not see your online registration (it can take up to 24h) but you can pay for the Express. Fidelity Total Price Improvement: What Is It? For now, I'm waiting for more verifications. SoFi to Fidelity Route: Open an account with Fidelity. Say: I want an outbound DRS transfer of my GME shares to Computershare. Step 1. Edit: I'm putting a strikethrough this Avanza process as it's been outlined that Avanza is now claiming they can't do a transfer unless a CS account is open. Fidelity to Computershare DRS transfer. More than that, your broker is probably dodgy in one way or another. How can I, as an Australian, buy direct through computer share? 0000024294 00000 n A statement accepting the $115 fee associated with this transaction. Please note: this will take you to one of our external sites, Manage your cap table and self-administer employee equity plans. Step 3. First In, First Out aka FIFO - The first shares you bought will be transferred first. 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). I did this process and was told by fidelity they require an account number so I have to do it all over again. If you ask Fidelity, they can reimburse the $75 transfer fee. Say: I want an outbound DRS transfer of my GME shares to Computershare. I won't be tempted to touch them. Step 3. To fill the bottom part of Section 2 "Gifting Instructions", you'll see a few tables for the Investment Name. 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). Fidelity is a popular choice for being free and fast at direct registering shares. Provide all details to verify your identity + card details to pay for the Express request. Step 1. See below: Ticker: GME CUSIP: 36467W109 ComputerShare details: COMPUTERSHARE TRUST COMPANY, N.A. This can be handwritten or typed, but it must be signed with wet ink. Step 3. Return. 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. 0000029318 00000 n Answer security questions such as Social Security number, ZIP Code, name of the stock that you hold (GameStop). Just call them as you initiate the verification process. Click here to learn more about making the switch to DRS and how this solution can help your company. Step 2. 0000023312 00000 n I want to do a Direct Registration System (DRS) of $GME stock to Fidelity. I was looking into how I can drs x amount of shares to CS? Head to Contact Us and click on Secure Mail to return the form. In most scenarios, you'll be able to transfer vested shares, which are shares that are secured in your possession. 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. This time it will be 98% of my shares instead of 30%. Send an email with the following details asking for an outbound - DRS Transfer. You'll need to fill a letter of instruction. I was instantly allowed access to my account (no waiting in the mail as I've seen reported here.) Privacy Policy. Step 2. At that point, they should be able to pull the right form and help you out. Fidelity will pull your shares from Public. Step 2. I stated the quantity of GME, and LIFO (Last In, First Out). This will take another 2-3 business days. You'll need to provide the following details: # NOTE: You don't need to open a CS account, E*Trade will take care of it# IMPORTANT: You need sufficient funds on your account when starting this process.# IMPORTANT 2: Using the phone method, you can transfer without the fund requirement.# FEES: None but you will need $US500 on your account as a guarantee until E*Trade confirms that GME is an on-exchange security (NYSE) with a registrar.# PROCESS COMPLEXITY: # TIMING: 5-10 days# METHOD: Preferred method: Phone . Updated: Jan 26 SoFi charges a $115 fee to DRS transfer to Computershare. You can then set up your account. Step 5. If not, then it will take another 2-3 business days. If your name and address match exactly, then the transfer will process within the normal amount of time. This can be for a few reasons, such as a middle initial existing on one account, but not the other. 1 Start a transfer Track a transfer you submitted or resume a saved transfer request Is an account transfer right for you? I noticed it doesn't work if your postcode as letters in it. Our team is always happy to help. The broker and Computershare will take care of the transfer and open a Computershare account for you. CS live chat was not particularly helpful. This will take roughly 3 days. FYI, you'll need to provide: The lot you want to transfer along with the ticker GME and the CUSIP 36467W109, Computershare's details (DTC # and Address as per above), If you don't have a CS account, just write "To be created by Computershare" or "N/A", # NOTE: You don't need to open a CS account, Schwab will take care of it. 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. So read the questions carefully. htW TnjZ\UIUG5j. Then you can enter the verification code. KEEP THE FOLLOWING IN MIND: AS PER FINRA RULE 11870, YOUR BROKER HAS 3 DAYS TO DO A TRANSFER TO ANOTHER BROKER (NOT DRS). Step 1. Direct Registration is the way. The transfer will take 5-15 business days to process once received by the transfer team, (you might want to call them and check, as timing can vary). # Note: You don't need to open a ComputerShare account, Commsec will take care of it as part of the process. You need to fill the form called "Transfer Shares as a Gift - Nonretirement". 0000000016 00000 n If you ask Fidelity, they can reimburse the $75 transfer fee. Fidelity have been known to reimburse up to $75 if asked. 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. Part 2 will focus on BMO, Disnat, Questrade, RBC Direct Investing, Scotia iTrade, SoFi, Tastyworks, TD Canada, TIAA, Tradezero. The Transfer Agent's name, DTC number, and address. Create an account to follow your favorite communities and start taking part in conversations. Hi! You gotta be patient unless you ain't (see below if that's the case). He knew. xref You will need to send a letter of instruction (ie: "yo, change this to what i want!"). If you think they aren't, just check again, Step 1. It takes a tiny bit more wrinkles but it's doable. I am waiting on my account number. "What happens if MOASS starts while the shares are being transferred?" 0000028740 00000 n As per above, see post here. This can be handwritten or typed, but it must be signed with wet ink. Public charges a $100(US) fee for each DRS transfer. 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. Is It Safe To Link My Bank Account to Fidelity Full View? Say or write: "I want to DRS transfer my GME shares to Computershare". Total call time ~7 minutes. Mais oui! You can also use the Chat function. Then Confirm to submit the request. This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $100. As the Company's transfer agent, Computershare keeps a record of your shares on the Company's register of owners. Register with your SSN, your ZIP code, etc. For the reason for transfer, you can put something like "I want to register my GME shares with ComputerShare", Step 4. Just search the form on your favourite search engine by typing something like: "transfer shares as a gift fidelity pdf". This is a repost of my initial DRS series. Thanks for sharing your experience with us, u/dft-salt-pasta! Section 4: Your address. Employee Online. 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. Print, fill and scan. Return. When it asks you how you want to fund your account, select transfer from another brokerage. NOTE: For transparency, it didn't work for me since my postcode (ZIP) is 4 digits. I'm Diego, 38, and I currently reside in New York. This is for issuance of a Certificate, not a DRS transfer. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. ComputerShare is not some shady company. "Computershare has a shitty ceiling on max sell?" 0000029900 00000 n 0000001539 00000 n Highest Cost - The shares with the highest cost will be transferred first. Please note: this will take you to one of our external sites, Manage your cap table and self-administer employee equity plans. Issuer Online. Click here to learn more about making the switch to DRS and how this solution can help your company.. A DRS transfer shouldn't take more than 3-7 days. 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. The world's leadi ng organizations work with us to maximize their relationships with investors, employees . 0000016289 00000 n I've made a blank template you can use here you can use as an attachment. - That's true. I was told that Computershare do support retirement accounts. NOTE: You are basically gifting/transferring these shares to yourself. hi, my shares got transferred as i understood, but how you got Computershare account? 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). 0000014651 00000 n Once scanned, send it via the secure message center in the TDA interface (when logged in). Step 3. Call 1-800-387-2331. Up to you but feel free to download my letter template and fill in your details. Step 2. I think they've outsourced some of their live support due to increased volume. Print, sign, and scan the Letter of Instruction. Gamestops stock split that occurred on July 21, 2022, did not affect the ability to DRS shares of GME. The wizard validates the information as you go through the process to ensure all key elements are entered. 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. The Transfer Agent's name, DTC number, and address. 0000015021 00000 n 0000002037 00000 n - Once again, you have to be clear about your investment strategy. Call them on 1-877-284-9830 (Asset Transfer Team) or 1-800-323-4332 (seems like Schwab is pushing back on that second #) and ask to talk to the Security Team. Step 4. # FEES: $115 (if rejected, it will be $125 rejection fee). When it asks you how you want to fund your account, select transfer from another brokerage. 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). Didn't even have to say what I wanted. Rep will submit the request/form to their "Outgoing Transfer Specialist", # NOTE: You don't need to open a CS account, WB will take care of it, # IMPORTANT 2: Double/Triple check your shares are not lent. Open an account with Fidelity. Your Public account number, full name, phone number, email address, Tax ID/SSN. See bottom of this post for more on this. You contact Commsec for that form or download it using the link below. DRS is share ownership without paper stock certificates. Your account number, full name, SSN/Tax ID. We have found that holders who use the Transfer Wizard are three times LESS likely to have their request rejected for missing information. Direct link for TDA form: https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf. 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. - There are 2 parts to the DRS process: The process with your broker (ie: how long it takes for them to initiate the DRS transfer). Fidelity will pull your shares from Firstrade. P.O. If the shares having been purchased at the earliest several weeks ago made a difference? This site is not affiliated with GameStop nor Computershare and only intended to provide information about GameStop and DRS. The fastest solution is certainly as an attachment to a secure email sent from your TD Ameritrade account. Fidelity is a popular choice for being free . Computershare Trust Company, N.A., P.O. You've got this! Took 3-4 business days for the order to process and roughly a week in total time for the shares to be settled. This Part 1 covers the biggest US brokers as well as the process to register IRA shares. Make sure you can transfer your shares. 0000009490 00000 n Employee Online. The Transfer Wizard will provide step-by-step instructions, walk you through the transfer process and assist you in completing the online form. Us to maximize their relationships with investors, employees the earliest several weeks ago made a difference a. From u/Doom_Douche / SuperStonk post: when you wish upon a star - a complete guide to Computershare by! ( no waiting in the Mail as I understood, but it 's.. ] l/4H Gifting Instructions '', you have to be settled allowed access to my (. 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N fidelity drs transfer to computershare want an outbound DRS transfer in a few days ( about 3 ) no... Your DRS transfer of my initial DRS series fidelity drs transfer to computershare and roughly a week in total time for the express.! In completing the online form waiting for more on this such as a Gift Fidelity ''. By Fidelity they require an account with Fidelity a result, some investors were able. Was instantly allowed access to my account ( no waiting in the Mail I... Of it as part of Section 2 `` Gifting Instructions '', you 'll need to and/or!