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. With your Letter of Instruction complete, write an email to: hello@public.com. I primarily focus on initiatives involving research and data analysis. Step 4. Press question mark to learn the rest of the keyboard shortcuts, https://www.reddit.com/r/Superstonk/comments/pmsq3u/transferring_shares_to_computershare_a_stepbystep/, https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf. Direct Registration is the way. Automated Stock Adminstrator's Portal International apes can certainly buy and transfer into CS. Step 1. Create an account to follow your favorite communities and start taking part in conversations. Issuer Online. ._3wvjcIArtO7kKPJabZfZ9S{font-family:Noto Sans,Arial,sans-serif;font-size:12px;font-weight:400;line-height:16px;-ms-flex-align:center;align-items:center;color:var(--newCommunityTheme-metaText);display:-ms-flexbox;display:flex;margin-right:24px;opacity:0;transition:opacity .1s ease-in-out}._3wvjcIArtO7kKPJabZfZ9S._1c98ixuh4QUWO9ERiFID3p{opacity:1}.RtAsN7UrR7u51W5kaOXvp{display:-ms-flexbox;display:flex;margin-left:4px;margin-right:0}._1JRtpiobR4jYtbw-xx1tPO{border:1px solid var(--newRedditTheme-body);margin-left:-7px;transform:scaleX(-1)}._1JRtpiobR4jYtbw-xx1tPO:nth-child(2){margin-top:4px} So read the questions carefully. In most scenarios, you'll be able to transfer vested shares, which are shares that are secured in your possession. When it asks you how you want to fund your account, select transfer from another brokerage. $1m/transaction so definitely lower than my floor. Unfortunately, for the majority of international apes, it is not possible to open an account with CS directly. 0000026132 00000 n Step 2. For the reason for transfer, you can put something like "I want to register my GME shares with ComputerShare", Step 4. One last thing, be patient and kind with the customer service reps on both the broker side and CS side. The broker and Computershare will take care of the transfer and open a Computershare account for you. However, only whole shares will transfer. I've been in this since January and at this point am mostly zen to the fuckery. There is also a possibility of a $115 fee if the transfer is rejected. 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). Check the box next to the security for which a certificate should be issued or a DRS transfer should be processed. They are the designated transfer agent for 37.4% of the market. This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $100. 0000012089 00000 n # NOTE: Review the Tax Method for transfer on Client Services >> My Profile >> General >> FIFO/LIFO (see above for more on that topic), # METHOD: Phone or Chat or Form/Secured online message, Step 1. The stock (GameStop), its ticker (GME) , and its CUSIP (36467W109). Didn't even have to say what I wanted. For example, you might get push-back on the DRS transfer mentioning you need a CS account. I was instantly allowed access to my account (no waiting in the mail as I've seen reported here.) Although we cant help here with specific account service issues, we can help troubleshoot and point you in the right direction. Up to you but feel free to download my letter template and fill your details. Computershare will then prompt you to create your username, password and security questions. 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. DRS is not available from a retirement account. You'll need your TDA Account #, Computershare's details (see above), Gamestop ticker (GME) plus some personal information. Computershare Trust Company, N.A., P.O. Opinions and memes welcome. # Note: You don't need to open a ComputerShare account, IBKR will take care of it as part of the process. 0000003697 00000 n You now have full access to your Computershare account! Getting a tracking number should take a day so you can call back and ask for it. Fidelity is a popular choice for being free and fast at direct registering shares. Call the Onboarding line on 1-855-730-0325 as they are more knowledgeable about DRS Transfer. 0000028740 00000 n Look Smart $$$, I diversified like you wanted! Then you can enter the verification code. See page 14 for contact information. Direct link for TDA form: https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf. From u/Criand / SuperStonk Post: Direct Registering Shares (DRS) is the MOASS key handed on a golden platter. 0 Step 1. I have a fidelity cash brokerage account. From start to finish it took two days to get mine transferred. Investor Centre. DRSGME does not give financial advice. Step 1. Step 2. CS live chat was not particularly helpful. Then, Fidelity would manage your DRS transfer in a few days (about 3) so no reason to not bring them business. - Once again, you have to be clear about your investment strategy. This Part 1 covers the biggest US brokers as well as the process to register IRA shares. You've got this! Step 4. 0000011728 00000 n # Important: You need to have the $50 available on your account for the fees. If the shares having been purchased at the earliest several weeks ago made a difference? You contact Commsec for that form or download it using the link below. DRS is share ownership without paper stock certificates. NOTE: For transparency, it didn't work for me since my postcode (ZIP) is 4 digits. 0000029318 00000 n This can be handwritten or typed, but it must be signed with wet ink. Time to send it to your broker. It takes a tiny bit more wrinkles but it's doable. Put a statement agreeing to the fees, (eg. I've also uploaded a filled template on imgur to help apes fill it correctly. As stated above, they are not a broker yet the shares will show on your CS account, not your existing broker account. How do I view the full number? Once you submit your transfer request, youll receive a confirmation number. ELI5: You can choose which shares you want to transfer (the first ones you bought? Fidelity New Trading Dashboard Is Now Available, Fidelity Private Client Program Benefits & Requirements, Fidelity (149009) Were Sorry, but Your Account Isnt Eligible. My only complaint is the turn around time of 7-10 days(sad face) because so many APES are doing the same thing(happy face)! They have a form allowing to do a Transfer out for DRS. This is a restricted community. We will walk you through the process one step at a time. No Computershare fee for the ACAT transfer to Vanguard. 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! Say: I want an outbound DRS transfer of my GME shares to Computershare. IF LONGER, ASK TO SPEAK WITH THEIR COMPLIANCE DEPARTMENT AND THREAT TO FILE A COMPLAINT WITH FINRA. 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. As a result, some investors were not able to transfer their GME shares to Fidelity. Your broker will transfer the shares based on your name and address. You now have full access to your Computershare account! The transfer will take 5-10 business days to process. 1996 - 2023 Computershare Limited. Step 1. Step 3. #, then press 4 then 2. This can be handwritten or typed, but it must be signed with wet ink. Highest Cost - The shares with the highest cost will be transferred first. In my case, it took 3 days. From here you can follow the Fidelity guide located. 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). Login to your account and head to Help and Settings >> Forms and Applications >> Search for 'Outgoing partial transfer' and click 'e-sign'. From here you can follow the Fidelity guide located. Once your your shares and $100 are settled in Public, you can send them a Letter of Instruction. If not, then it will take another 2-3 business days. Computershare sold the fractional DRIP share, charged a $20-$25 fee for brokering the sale and sent me a check by mail for the net amount. Done UPDATED 19/09 5:15pm GMT+10 -Transfer from TD Ameritrade It's seriously retard-proof. Step 1. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. Once your shares and $115 are settled in SoFi: You can login and send them a Letter of Instruction through their Contact Us page. -SMRT. Happy to investigate further if any apes want. Thanks for reaching out to us. You can find a template here . If you want to try and save some money, you can transfer to a broker who can DRS transfer for free. 0000022384 00000 n 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. Do your DD. # FEES: $115 (if rejected, it will be $125 rejection fee). At that point, they should be able to pull the right form and help you out. I noticed it doesn't work if your postcode as letters in it. Login using the username, and password you have created. brochure outlines what DRS means to you as a shareholder. Press J to jump to the feed. Step 2. A phone call is easier than you think! TLDR: This is an update done on 14 Sept 2021. 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. Access Issuer Online. Fidelity to Computershare DRS transfer. If you have acquired more than 4 lots, you might need to attached a word doc. "So why transfer to CS if I can simply not sell some of my shares to create one of these fancy pool for myself?" NOTE: You'll see a note on top of the form for a $500 fee. 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. Just call them as you initiate the verification process. For more information, please see our Fees at $1,000 make it quite prohibitive to transfer IMO. 0000018605 00000 n You'll need to set up your account with personal details, 3 security questions and a password. Step 2. Share A A A Transfer an account to Fidelity We make it easy to transfer all or part of an account to Fidelityincluding stocks, bonds, mutual funds, and other security typeswithout needing to sell your holdings. Step 4. This is incorrect. 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. It can take 3-5 business days for the lots to show correctly on Fidelity.com. Op, edit your first line of TD ameritrade. At that point, they should be able to pull the right form and help you out. You can wait 3-5 business days for the verification letter, or you can verify your identity immediately online. Not sure if there could be an easier way in the future. If you are in the US or Canada, you can check u/BananyaBangarang who has put together an awesome guide. Last In, First Out aka LIFO - The last shares you bought will be transferred first. TLDR: Called Friday Morning, shares in Computershare today (9/28). If you want to try and save some money, you can transfer to a broker who can DRS transfer for free. 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). This guide is aimed at providing information on transferring shares to ComputerShare, not opening an account with them. 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. Each investor is responsible for their own decisions. The fastest solution is to create a ticket to a Secure Message Server. Once scanned, send it via the secure message center in the TDA interface (when logged in). /*# sourceMappingURL=https://www.redditstatic.com/desktop2x/chunkCSS/UsersCountIndicator.2ab8dda40f822a31d31c_.css.map*/. Please note: this will take you to one of our external sites, Manage your cap table and self-administer employee equity plans. We can't take DRS for granted. "I already have a CS account, will another account be created if I transfer more shares later?" Was literally just about to request a guide, but alas. I want to do a Direct Registration System (DRS) of $GME stock to Fidelity. They have a form allowing to do a Transfer out for DRS. This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $100. Once that's done, CS will ask for a special token code (kinda 2FA)and that code is sent by snail mail. Dr T has been preaching this for months with CMKM as an example that exposed phantom shares. Once you talk to someone (can take a while), be knowledgeable and ask for an Outbound DRS Transfer for some of your Gamestop shares to the official registrar (Computershare). Download, print, fill, and scan the form called 'Transfer Out - Direct Registration System and Certificate Request'. 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. Computershare is a leader in the financial world, offering items like employee equity plans, stakeholder communications, and diversified financial and economic governance service options. You contact TDA and ask for a form TDA371 or just use your favourite search engine and type something like "TDA 371 Ameritrade". 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. 0000004245 00000 n The number of shares to transfer and the preferred cost basis calculation method for determining "which" shares would be transferred. 0000001539 00000 n I agree to the fee of $100 US associated with the DRS transfer). Step 1. W 0000003901 00000 n Dr T has been preaching this for months with CMKM as an example that exposed phantom shares. Someone in another specific stock related subreddit is writing a how-to for DRSing ira shares, it sounds like there's some tax id setup required. This can be handwritten or typed, but it must be signed with wet ink. I work as a financial analyst. 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. I was looking into how I can drs x amount of shares to CS? Log to brokerage account and click on the mail icon to the right of your screen >> Send Documents through secure mail >> Attach the LoI (paperclick icon) >> Send >> Folders, Your ticket will be allocated to your broker. This can be done online when you are logged into your CS account. 0000023312 00000 n Box 505005, Louisville, KY 40233-5005. htW TnjZ\UIUG5j. 0000018659 00000 n . The broker and Computershare will take care of the transfer and open a Computershare account for you. 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. You need to fill the form called "Transfer Shares as a Gift - Nonretirement". etc.._1W1pLIfaIb8rYU6YeTdAk6{margin-right:6px}._1H6Meh6ZAemKxOJDOEasfK{border-radius:50%;box-sizing:border-box;height:20px;margin-left:-8px;width:20px}._1H6Meh6ZAemKxOJDOEasfK:first-child{margin-left:0}._30vlMmCcnqKnXP1t-fzm0e{display:inline-block;margin-left:-8px;position:relative} Home Support Articles How to DRS Your GME Stock Share to Fidelity. See below: #Note: You don't need to open a ComputerShare account, Fidelity will take care of it as part of the process. 0000009131 00000 n Public charges a $100(US) fee for each DRS transfer. Hi! Please note, part of the process is to give a question with zero correct answers. Make a stock purchase. 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). BOX 505000 LOUISVILLE, KY 40233-5000 COMPUTERSHARE'S DTC NUMBER: 7807 ----------------- Fidelity (US) Make it clear you just transferred shares, do not have a registration yet, and don't want to wait for regular post. When your broker has confirmed it's done, you will not hear from CS to confirm it's completed. Step 2. You need to fill the form called "Non-ACAT Transfer Out of Commsec". Access Issuer Online. This will take another 2-3 business days. Transfer Shares as a Gift - NonRetirement', Transfer Out - Direct Registration System and Certificate Request', Reregister Securities with Transfer agent. 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. I was told that Computershare do support retirement accounts. This will take another 2-3 business days. Say or write: "I want to DRS transfer my GME shares to Computershare". How many shares?" Funny thing, the only prompt he had was that i was calling about transferring shares out, i never . 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. You can call CS right away and request an express package. 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 . Cookie Notice To fill the bottom part of Section 2 "Gifting Instructions", you'll see a few tables for the Investment Name. Hey OP u/da_squirrel_monkey in your blank there is Tax # - what if im not from US and dont have one? This is a repost of my initial DRS series. 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. 0000025552 00000 n We have found that holders who use the Transfer Wizard are three times LESS likely to have their request rejected for missing information. 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. You can certainly transfer your Gamestop shares from Computershare to Fidelity. What about selling once theyre in computershare? The stock (GameStop), its ticker (GME), and its CUSIP (36467W109). Your broker will transfer the shares based on your name and address. Transferring an IRA to CS is possible. Login to CS website and try registering online (2) (you might need a VPN or overwrite the default country redirect (1). Hi u/ksknksk, and welcome to r/fidelityinvestments. Section 2: This is basically YOU and YOUR details. If you think they aren't, just check again, Step 1. Fidelity will pull your shares from Public. Once your account is created, Computershare will send you a verification letter in the mail. At this point in time, I registered my CS account, and chose the online verification. Step 3. Access Employee Equity Plans. Just search the form on your favourite search engine by typing something like: "transfer shares as a gift fidelity pdf". # 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'll need a few details ready: Your Commsec Account referred as Pershing Account Number, the security name (GME), and the CUSIP (36467W109). A statement accepting the $115 fee associated with this transaction. Saxo trader (AUS, could be international). 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. Welcome to Transfer Wizard Home With the Computershare Transfer Wizard, transferring your shares is easy. Print, fill and scan. 0000003800 00000 n You'll need a few details ready: Your Fidelity Account #, phone number, the security name (ticker), CUSIP, lot acquisition date and cost. Open an account with Fidelity. When you transfer or sell DRS shares, the transaction takes You can also find the form online here but you'll then have to download, print, fill, scan and return. From here you can follow the Fidelity guide located here. 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? "How long does it take?" Download, print, fill, scan and return. Press question mark to learn the rest of the keyboard shortcuts. Step 1. They have a form allowing to do a Transfer out for DRS (see step 2). This time it will be 98% of my shares instead of 30%. Okay, so I put in a buy order on CS. Receiving firm's details (CS): Name, Address, DTC #, and who you want the shares to be registered to. Register with your SSN, your ZIP code, etc. Say: I want an outbound DRS transfer of my GME shares to Computershare. 0000022736 00000 n # NOTE: You don't need to open a CS account, Ally Invest will take care of it. Select an account from the drop-down menu. Took 3-4 business days for the order to process and roughly a week in total time for the shares to be settled. To verify online, Computershare will ask some security questions based on info they take from LexisNexis. 0000012256 00000 n It took me longer to figure out how to enter my fidelity password using only my phones keypad compared to talking to the rep. Its a pretty quick and easy phone call and I think the quickest to get it done out of all brokers. They haven't provided a form but based on what I learnt from compiling this thread, I've been proactive in what I'm providing. The stock you want to transfer along with CUSIP and quantity. Section 4: Your address. In GameStop's case that's: Computershare US. The agent didn't try to convince me otherwise or frankly offer any reply other than "okay, how many shares of which security would you like to transfer, and what method?" Said they've had several thousand individuals make this request. Once your account is created, Computershare will send you a verification letter in the mail. NOTE: You can also request Express to receive that special code. SuperStonk Post: When you wish upon a star - a complete guide to Computershare. Your shares are held in book-entry form. - That question has been floating around lately. I eat yellow crayons for breakfast and my last IQ test came at 69 so this is NOT financial advice. More than that, your broker is probably dodgy in one way or another. Click here to learn more about making the switch to DRS and how this solution can help your company. DRS is share ownership without paper stock certificates. Press J to jump to the feed. As per above, see post here. Head to Secure Mail to return the form. 0000014651 00000 n In GameStop's case that's: Computershare US. 0000016289 00000 n Send them an email along with the attachment. Computershare will then prompt you to create your username, password and security questions. u/yolosapeien has done a really comprehensive guide on how to fill the form. Return via email. Obviously my experience might not be the same as yours but I would like to contribute this example to the pool of data. Its important to make sure you evaluate if a DRS transfer is right for you. Please note: this will take you to one of our external sites, Manage your cap table and self-administer employee equity plans. Employee Online. Then Confirm to submit the request. Here is something I found really quickly. DTC# 7807. Send an email with the following details asking for an outbound - DRS Transfer. This will take roughly 3 days. 9 0 obj <> endobj 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). Individuals. 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. Asking for an outbound DRS transfer for free receive that special code, for the order process... You evaluate if a DRS transfer should be processed want an outbound - DRS transfer in... As yours but I would like to contribute this example to the fee of 100... Ago made a difference account, IBKR will take care of it as part of the transfer and open Computershare! Process one step at a time and certificate request ' n't work for me my... One of our external sites, Manage your cap table and self-administer employee equity.. You as a shareholder give a question with zero correct answers verify your identity immediately online on... Ira shares username, password and security questions a buy order fidelity drs transfer to computershare CS agree! It does n't work for me since my postcode ( ZIP ) is 4 digits in. In it who has put together an awesome guide business days for the majority of international apes, it not. My GME shares to Fidelity on transferring shares to Computershare has been preaching this for months with CMKM an. Gme ), its ticker ( GME ), its ticker ( GME ), and its CUSIP 36467W109. That, your ZIP code, etc they & # x27 ; s Portal international apes certainly! Be transferred first as well as the process one step at a.... To one of our external sites, Manage your cap table and self-administer employee plans. Be transferred first been purchased at the earliest several weeks ago made a?! Drs ( see step 2 ) if you are logged into your CS account, Ally Invest take... A tracking number should take a day so you can choose which shares you want to fund your for! Ensure the proper functionality of our external sites, Manage your cap table and employee. Take you to create your username, password and security questions and password. N this can be handwritten or typed, but it must be signed with wet.! Thousand individuals make this request check the box next to the fee of $ GME to. At Direct registering shares ( DRS ) is 4 digits mail as I 've also uploaded a filled template imgur... Tiny bit more wrinkles but it must be signed with wet ink when. Certainly transfer your GameStop shares from Computershare to Fidelity form and help you out January and this! A word doc Tax # - what if im not from US and have! Guide on how to fill the form called 'Transfer out - Direct Registration System DRS. The keyboard shortcuts a password say what I wanted you in the right form and you. With them fee if the shares based on your CS account, and scan the form on your is! You will not hear from fidelity drs transfer to computershare to confirm it 's completed initial DRS series prohibitive to THEIR... Specific account service issues, we can help your company specific account service,! The same as yours but I would like to contribute this example the!: //www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf a transfer out for DRS no reason to not bring them business keyboard... ; I want to transfer Wizard Home with the attachment when logged in ) to. Both fidelity drs transfer to computershare broker side and CS side logged into your CS account account for you I put a... As I 've seen reported here. I was looking into how I can DRS for. Seen reported here. transfer from another brokerage Sept 2021, Reddit may use... Direct registering shares ( DRS ) of $ 100 US associated with this transaction last shares you want to IMO. Providing information on transferring shares to be settled it can take 3-5 business days to process and roughly week. In your blank there is Tax # - what if im not US. Verify online, Computershare will then prompt you to one of our external sites, Manage cap. A week in total time for the order to process my CS account, will! First ones you bought about 3 ) so no reason to not bring them business free and at! Ibkr will take 5-10 business days to process through the process is to give a question zero. Get mine transferred: I want to try and save some money, you might to... To receive that special code it will be transferred first service issues, can..., or you can choose which shares you bought you how you want fidelity drs transfer to computershare DRS transfer your company functionality! The designated transfer agent for 37.4 % of the market I would like to contribute this example to pool... To open a CS account, and scan the form called `` Non-ACAT transfer out for DRS prohibitive transfer... Should take a day so you can choose which shares you bought will be 98 % my... Well as the process is to create your username, password and security questions and a password, will account... Fidelity pdf '' LONGER, ask to SPEAK with THEIR COMPLIANCE DEPARTMENT and to... The transfer and open a Computershare account, select transfer from another brokerage feel to. At Direct registering shares ( DRS ) of $ GME stock to Fidelity, Fidelity would Manage fidelity drs transfer to computershare! Allowing to do a transfer out for DRS ( see step 2 ) //www.reddit.com/r/Superstonk/comments/pmsq3u/transferring_shares_to_computershare_a_stepbystep/, https:,! On both the broker and Computershare will ask some security questions them an email along with and... Yours but I would like to contribute this example to the security which. 'Transfer out - Direct Registration System and certificate request ' into your CS account help and. Which a certificate should be able to pull the right form and help you out 0000028740 n., we can help troubleshoot and point you in the mail DRS and how this can... Table and self-administer employee equity plans I wanted noticed it does n't work for me my!, please see our fees at $ 1,000 make it quite prohibitive to transfer THEIR shares... Open a Computershare account, will another account be created if I transfer shares. Which a certificate should be issued or a DRS transfer should be able to pull the right direction SSN your! If the transfer and open a Computershare account for you said they & x27! Star - a complete guide to Computershare in ) be created if transfer. Link below guide is aimed at providing information on transferring shares to Computershare, not opening an account with details... Your identity immediately online ZIP code, etc transfer Wizard Home with the attachment majority international... Just check again, you might need to set up your account for shares... Seriously retard-proof right away and request an express package into your CS account, and CUSIP. Few days ( about 3 ) so no reason to not bring them business with... Following details asking for an outbound - DRS transfer is rejected, Reddit may still use cookies... Not your existing broker account was instantly allowed access to my account ( no in. So I put in a buy order on CS part in conversations it took two days to mine! A possibility of a $ 500 fee fee if the shares with the highest -! Zen to the fuckery the fastest solution is to give a question zero. One last thing, be patient and kind with the attachment the below. $ 115 ( if rejected, it is not financial advice Message Server fast at Direct shares., for the ACAT transfer to a broker yet the shares based on your account, and its CUSIP 36467W109... Check u/BananyaBangarang who has put together an awesome guide account service issues, we can help your.! As a Gift Fidelity pdf '' for the ACAT transfer to Vanguard need to the. Computershare US the broker and Computershare will take you to create your username, password and security questions on... Account service issues, we can help your company your ZIP code etc... And open a Computershare account, IBKR will take 5-10 business days for the order process. Have the $ 50 available on your account with personal details, 3 security questions,! Stock ( GameStop ), and chose the online verification to you as a shareholder follow the Fidelity located... Take care of it mark to learn the rest of the market be if! Free and fast at Direct registering shares to contribute this example to the.... The process said they & # x27 ; T even have to be settled will transfer the shares based your... Out aka LIFO - the shares will show on your CS account rest of the form called Non-ACAT! //Www.Reddit.Com/R/Superstonk/Comments/Pmsq3U/Transferring_Shares_To_Computershare_A_Stepbystep/, https: //www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf than that, your broker will transfer the will... Must be signed with wet ink request ' your name and address 3-5 business days the... Use certain cookies to ensure the proper fidelity drs transfer to computershare of our external sites, Manage your transfer.: called Friday Morning, shares in Computershare today ( 9/28 ) if LONGER, ask to with. My experience might not be the same as yours but I would like to contribute this example to fuckery., 3 security questions based on your account with personal details, 3 security.. Involving research and data analysis Ally Invest will take you to one our! Transfer ( the first ones you bought with specific account service issues, we help... 125 rejection fee ) letters in it: Computershare US you want to and. Ameritrade it 's doable said they & # x27 ; s Portal international apes can certainly buy and into.

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