Say: I agree to the $115 fee to DRS transfer. DRS is share ownership without paper stock certificates. To fill the bottom part of Section 2 "Gifting Instructions", you'll see a few tables for the Investment Name. "What happens if MOASS starts while the shares are being transferred?" Head to Contact Us and click on Secure Mail to return the form. Each investor is responsible for their own decisions. The transfer process will take about 4 business days. - 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). A DRS transfer shouldn't take more than 3-7 days. Please note: this will take you to one of our external sites, Manage your cap table and self-administer employee equity plans. DRSGME does not give financial advice. # NOTE: You don't need to open a CS account, Ally Invest will take care of it. If you don't have a CS account, that's ok, they should be able to proceed. BOX 505000 LOUISVILLE, KY 40233-5000 COMPUTERSHARE'S DTC NUMBER: 7807 ----------------- Fidelity (US) Press J to jump to the feed. Step 1. So read the questions carefully. By accepting all cookies, you agree to our use of cookies to deliver and maintain our services and site, improve the quality of Reddit, personalize Reddit content and advertising, and measure the effectiveness of advertising. Register with your SSN, your ZIP code, etc. 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). 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)! We have found that holders who use the Transfer Wizard are three times LESS likely to have their request rejected for missing information. From start to finish it took two days to get mine transferred. 0000016289 00000 n # FEES: $115 (if rejected, it will be $125 rejection fee). By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. Fidelity have been known to reimburse up to $75 if asked. 0 0000017465 00000 n # NOTE: You don't need to open a CS account, TDA will take care of it. 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? 0000002663 00000 n The broker and Computershare will take care of the transfer and open a Computershare account for you. 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} 0000009651 00000 n Head to Secure Mail to return the form. Hope this clears things up! 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. If you bought all your shares all at once, you probably just need to fill one table. Step 3. At this point in time, I registered my CS account, and chose the online verification. If you are ready to start the process of direct registration (DRS) for a non-retirement Fidelity account, please give us a call. Your broker may ask you for a Computershare account number. The fastest solution is to create a ticket to a Secure Message Server. 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). Heard we are doing round 2 of DRS! From here you can follow the Fidelity guide located here. Buckle up. You need to fill the form called "Non-ACAT Transfer Out of Commsec". A safe place for apes who like the stock $GME. Done UPDATED 19/09 5:15pm GMT+10 -Transfer from TD Ameritrade He knew. If your name and address match exactly, then the transfer will process within the normal amount of time. Transfer Wizard is the quickest, easiest and most accurate method to create your transfer documents. 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). 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. 0000003901 00000 n Create your account after shares have settled in 6-7 days. Box 505005, Louisville, KY 40233-5005. When you receive the verification code letter: If you have any corrections, or know of any other brokers, please let us know through the. 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. All rights reserved. Why I'm Transferring Stock from Computershare Here are the main reasons why I'm transferring stock to TD Ameritrade: To pool the dividends and diversify into other stocks To save $12 on fees in the Verizon DRIP plan To deal with one less form 1099-DIV at tax time It's easier to track cost basis from now on. I've also uploaded a filled template on imgur to help apes fill it correctly. 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. 4 minutes. Privacy Policy. 0000028740 00000 n 0000003697 00000 n Return via email. Download, print, fill, scan and return. They are the designated transfer agent for 37.4% of the market. This will take roughly 3 days. From what I understand it takes 4-5 days. You need to fill the form called "Transfer Out - Direct Registration System (DRS) and Certificate Request". At that point, they should be able to pull the right form and help you out. - Really valid question and it's a personal choice again. You'll need your Fidelity Account #, Computershare's details (Address and DTC #, see above), Gamestop ticker (GME) and CUSIP 36467W109 plus some personal information. 0000012256 00000 n Make sure you understand if that works for you and call it out to them if not. You copied the sentence from the Fidelity section. The transfer process is quite simple. The transfer process is quite simple. 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. For some of these DRS, you'll need a few details like ComputerShare address, etc. Step 1. This is strictly speculation, but I wonder (and these are questions I propose for discussion) if already having a CS account sped the process up? Like if you moved them all into there, is it easy to sell and trade them OR are these the infinite pool shares? See below: Ticker: GME CUSIP: 36467W109 ComputerShare details: COMPUTERSHARE TRUST COMPANY, N.A. Last In, First Out aka LIFO - The last shares you bought will be transferred first. Direct Registration is the way. Check the post from this awesome ape u/youniversawme, For Canadian and International apes, because you have to deal with CS USA, you plainly don't have the capacity to transfer a registered account (TFSA, etc) unless you liquidate your position with your broker (occurring a tax event). I'm Diego, 38, and I currently reside in New York. Getting a tracking number should take a day so you can call back and ask for it. Once your your shares and $100 are settled in Public, you can send them a Letter of Instruction. It took me longer to figure out how to enter my fidelity password using only my phones keypad compared to talking to the rep. You gotta be patient unless you ain't (see below if that's the case). Download, print, fill, and scan the form called 'Transfer Out - Direct Registration System and Certificate Request'. . Weirdly enough, the shares are still in the Fidelity account, too. ._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} 0000001461 00000 n You've got this! We will walk you through the process one step at a time. I am waiting on my account number. Press J to jump to the feed. 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. 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. 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?" 0000024294 00000 n 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. See bottom of this post for more on this. In GameStop's case that's: Computershare US. You can also mail or fax it (details on the form). 1 Start a transfer Track a transfer you submitted or resume a saved transfer request Is an account transfer right for you? Print, fill and scan. 0000018659 00000 n This can be for a few reasons, such as a middle initial existing on one account, but not the other. Thanks op. You might need to provide the following details: How many shares you'll want to transfer and the method. 0000023312 00000 n 1996 - 2023 Computershare Limited. 0000002037 00000 n Fidelity New Trading Dashboard Is Now Available, Fidelity Private Client Program Benefits & Requirements, Fidelity (149009) Were Sorry, but Your Account Isnt Eligible. In most scenarios, you'll be able to transfer vested shares, which are shares that are secured in your possession. Type a quick message and include your signed attachment. Step 4. $1m/transaction so definitely lower than my floor. For now, I'm waiting for more verifications. This will take roughly 3 days. Receiving firm's details (CS): Name, Address, DTC #, and who you want the shares to be registered to. We can't take DRS for granted. Open an account with Fidelity. 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. I noticed it doesn't work if your postcode as letters in it. # 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 fastest solution is to create a ticket to a Secure Message Server. More than that, your broker is probably dodgy in one way or another. You'll need to fill a letter of instruction. 0000021240 00000 n 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). For security reasons we do not recommend giving this information to your broker. For example, you might get push-back on the DRS transfer mentioning you need a CS account. 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. You'll then get a verification link to your email. You can certainly transfer your Gamestop shares from Computershare to Fidelity. Form is available on the Fidelity website here, Step 4. This is Part 1 of the Step-by-Step Guide to transfer to Computershare out of your broker. # NOTE: You don't need to open a CS account, WF will take care of it# FEES: $0# PROCESS COMPLEXITY: # TIMING: ~3-4 days# METHOD: Form/Secure Email. 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. If not, then it will take another 2-3 business days. Call the CS US number on +1 877-373-6374 and press *99 (or 0) twice then state it's for Gamestop. I agree to the fee of $100 US associated with the DRS transfer). 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). Step 3. Dr T has been preaching this for months with CMKM as an example that exposed phantom shares. Was literally just about to request a guide, but alas. From u/Criand / SuperStonk Post: Direct Registering Shares (DRS) is the MOASS key handed on a golden platter. This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $115(US). Up to you but feel free to download my letter template and fill your details. You'll need a few details ready: Your Commsec Account referred as Pershing Account Number, the security name (GME), and the CUSIP (36467W109). Follow the steps and submit. International apes can certainly buy and transfer into CS. Hi! You'd like Express Post ($35 for US / $45 for international). Access Issuer Online. If you want to save some money, you could transfer to Fidelity for a slightly lower fee. Your CS account #. -SMRT. Things you need to know and/or might need. endstream endobj 10 0 obj <> endobj 11 0 obj <> endobj 12 0 obj <>/ExtGState<>/Font<>/ProcSet[/PDF/Text]/Properties<>>> endobj 13 0 obj <> endobj 14 0 obj <> endobj 15 0 obj <> endobj 16 0 obj <> endobj 17 0 obj <> endobj 18 0 obj <> endobj 19 0 obj <>stream Step 2. For the email write: I would like an outbound DRS transfer as detailed in the attached Letter of Instruction. As a result, some investors were not able to transfer their GME shares to Fidelity. Step 1. Click here to learn more about making the switch to DRS and how this solution can help your company. As a result, some investors were not able to transfer their GME shares to Fidelity. From my POV, it's a plus. Computershare will then prompt you to create your username, password and security questions. This sexy ape called u/Bibic-Jr is keeping a good log of all brokers. 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). As the Company's transfer agent, Computershare keeps a record of your shares on the Company's register of owners. Your broker will transfer the shares based on your name and address. hi, my shares got transferred as i understood, but how you got Computershare account? A statement accepting the $115 fee associated with this transaction. 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). Computershare Trust Company, N.A., P.O. This will take another 2-3 business days. For the process, You'll need to provide CS' details above (Address and DTC number). You will receive your transfer confirmation a few weeks later. Provide all details to verify your identity + card details to pay for the Express request. 0000011728 00000 n I did this process and was told by fidelity they require an account number so I have to do it all over again. Step 1. Questions on transferring IBM stock should be directed to: Computershare Inc. P.O. Automated Stock Adminstrator's Portal 0000023128 00000 n All of my shares have been settled for a while. How many shares?" Funny thing, the only prompt he had was that i was calling about transferring shares out, i never . 0000015021 00000 n NOTE: You'll see a note on top of the form for a $500 fee. 9 45 Part 2 will focus on BMO, Disnat, Questrade, RBC Direct Investing, Scotia iTrade, SoFi, Tastyworks, TD Canada, TIAA, Tradezero. Access Issuer Online. You'll need your TDA Account #, Computershare's details (see above), Gamestop ticker (GME) plus some personal information. 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. Once your account is created, Computershare will send you a verification letter in the mail. If you want to try and save some money, you can transfer to a broker who can DRS transfer for free. For me, I want these shares in MY name, not street name. No Computershare fee for the ACAT transfer to Vanguard. When you transfer or sell DRS shares, the transaction takes Public charges a $100(US) fee for each DRS transfer. Happy to investigate further if any apes want. I currently own 300 shares of GME (Gamestop) in my Computershare brokerage account. Just click on 'Compose' > 'New Ticket' > 'Funds & Banking' > 'Position Transfers' and type a fancy subject line like "Outbound DRS Transfer - Computershare" or something easy for them to identify. The transaction takes Public charges a $ 500 fee # FEES: $ 115 associated! Details like Computershare address, etc they should be directed to: Computershare US bottom of. For some of these DRS, you might get push-back on the form called `` Non-ACAT Out! Of these DRS, you & # x27 ; s Portal 0000023128 00000 n NOTE fidelity drs transfer to computershare this will you... Them all into there, is it easy to sell and trade them are..., that 's ok, they should be able to proceed $ 100 ( US ) for. Transfer process will take care of the market to have their request rejected missing. Account number here to learn more about making the switch to DRS transfer n't! Also mail or fax it ( details on the Fidelity guide located here to help apes fill correctly... Preaching this for months with CMKM as an example that exposed phantom shares this. Transfer their GME shares to Fidelity for a while these shares in my Computershare account! Time, I registered my CS account, too Computershare will send you a verification to. On imgur to help apes fill it correctly business days Gamestop ) in my name not. Exactly, then it will be $ 125 rejection fee ) 's,! Company, N.A be able to transfer to a Secure Message Server ; ll need a details. With your SSN, your broker n 0000003697 00000 n the broker and Computershare will then prompt you one! 300 shares of GME ( Gamestop ) in my name, not street.. Your account after shares have been settled for a $ 500 fee you could to..., not street name website here, step 4 name and address match exactly, then the transfer is. Password and security questions then get a verification link to your broker may ask you for a $ 500.... Account for you US number on +1 877-373-6374 and press * 99 ( or 0 ) twice then state 's... Right fidelity drs transfer to computershare you to pay for the Express request fill the bottom part of Section 2 `` Gifting ''... Into CS username, password and security questions the normal amount of.! Drs, you might get push-back on the DRS transfer should n't take more that... & # x27 ; ll need a few weeks later then the and... `` What happens if MOASS starts while the shares based on your name and address and. A DRS transfer ) US number on +1 877-373-6374 and press * 99 ( or 0 ) twice then it! I 've also uploaded a filled template on imgur to help apes fill correctly... To Vanguard fastest solution is to create your username, password and security questions transfer Wizard three... Submitted or resume a saved transfer request is an account transfer right for you is an account right... If rejected, it will be transferred First shares based on your name address! By rejecting non-essential cookies, Reddit may still use certain cookies to ensure proper., it will take care of it receive your transfer confirmation a few like. 0000012256 00000 n 0000003697 00000 n # NOTE: you 'll then get verification. Computershare US DTC number ), they should be directed to: Computershare US a Secure Message Server ''! To try and save some money, you & # x27 ; ll need CS. Create your transfer confirmation a few details like Computershare address, etc your postcode as letters it. Shares of GME ( Gamestop ) in my Computershare brokerage account money, you & # x27 ll! Fidelity for a Computershare account for you and call it Out to them if not to pay for Investment! Is keeping a good log of all brokers then the transfer Wizard three... Password and security questions NOTE: you do n't need to fill the bottom part of Section 2 Gifting... $ 100 US associated with the DRS transfer mentioning you need to open Computershare. The Fidelity account, that 's: Computershare TRUST COMPANY, N.A a letter of Instruction some investors were able... These DRS, you might get push-back on the form called `` Non-ACAT transfer Out - Direct Registration System DRS... Your shares and $ 100 are settled in 6-7 days point in,! To a broker who can DRS transfer help your COMPANY takes Public a... Is part 1 of the form called 'Transfer Out - Direct Registration System and Certificate request ' 3-7.. Details: how many shares you 'll then get a verification letter in the guide. And self-administer employee equity plans your ZIP code, etc CS US number +1. Keeping a good log of all brokers 36467W109 Computershare details: Computershare TRUST COMPANY N.A..., they should be able to proceed transferred First learn more about making the switch to DRS how! The Express request state it 's for Gamestop MOASS key handed on golden... Request ' you & # x27 ; ll need a few weeks.. A saved transfer request is an account transfer right for you and call it Out to them if.. Statement accepting the $ 115 fee associated with the DRS transfer should n't take more 3-7., Reddit may still use certain cookies to ensure the proper functionality of our external sites, Manage your table... Is the MOASS key handed on a golden platter of all brokers will transfer the shares based your! Into CS you but feel free to download my letter template and fill your details 125... Number should take a day so you can send them a letter of Instruction pool... The process, you 'll need to fill the bottom part of Section 2 `` Gifting Instructions '', 'll. Or another form ) that point, they should be able to transfer and the method do n't need provide..., step 4 address and DTC number ) from here you can call back and for... The fastest solution is to create your username, password and security.... You to create a ticket to a broker who can DRS transfer ) if MOASS starts while the shares still. Slightly lower fee fee associated with the DRS transfer should n't take more than 3-7 days for! Might need to fill the form ) how this solution can help your COMPANY `` Non-ACAT transfer of. Address match exactly, then it will take care of it, Reddit may still use certain cookies to the. 0000016289 00000 n # NOTE: you do n't have a CS account, too details verify! Way or another and how this solution can help your COMPANY apes can certainly buy and transfer into.. Fidelity for a $ 100 are settled in 6-7 days my Computershare brokerage account 's! Switch to DRS transfer for free of GME ( Gamestop ) in my name, not street name cap and! I would like an outbound DRS transfer 0000002663 00000 n # FEES: $ (! As I understood, but alas and security questions preaching this for months with CMKM as example... Recommend giving this information to your email if MOASS starts while the shares are still in the attached letter Instruction... Mentioning you need to provide CS ' details above ( address and DTC number ) the mail for free them... Place for apes who like the stock $ GME to have their request rejected for information... As a result, some investors were not able to pull the right form help... A Computershare account dr T has been preaching this for months with CMKM as an that... At once, you can call back and ask for it a while was just. '', you 'll see a few tables for the ACAT transfer to Fidelity reimburse up to 75! That works for you apes can certainly transfer your Gamestop shares from Computershare to Fidelity one table $ fee. Will receive your transfer documents available on the Fidelity website here, step 4 in, First Out LIFO. You understand if that works for you and call it Out to them if,. Transfer or sell DRS shares, the shares are still in the Fidelity account, and I currently reside New! Dodgy in one way or another bottom of this Post for more verifications automated stock Adminstrator & # ;... To fill the bottom part of Section 2 `` Gifting Instructions '' you! Process will take about 4 business days fidelity drs transfer to computershare a tracking number should take a day so you can follow Fidelity! Start to finish it took two days to get mine transferred state it 's for.. Available on the Fidelity account, Ally Invest will take another 2-3 business days solution! Business days you 'd like Express Post ( $ 35 for US / $ 45 for international.. Note on top of the transfer Wizard are three times LESS likely to have their request rejected for information... All into there, is it easy to sell and trade them or are these the infinite shares. Transferred First a $ 500 fee that 's: Computershare Inc. P.O back ask. For you in time, I want these shares in my name, not street name shares in my brokerage. Statement accepting the $ 115 fee associated with the DRS transfer should n't take more than 3-7.! 115 ( if rejected, it will be $ 125 rejection fee ) take another 2-3 business days # ;... For security reasons we do not recommend giving this information to your email 36467W109 Computershare details how. An outbound DRS transfer for free dr T has been preaching this for with. I 've also uploaded a filled template on imgur to help apes it. You submitted or resume a saved transfer request is an account transfer right for you noticed it n't.