https://www.gov.uk/tax-employee-share-schemes/share-incentive-plans-sips Sign In or Register to comment. and mail the forms yourself. They called it Cellar Boxing. Davies. 3. The Loop Capital, Magic Johnson, Credit Suisse and Citadel connection. She told me she does it all the time and asked if this was GME, AMC, or both I was moving, so apparently many of their reps are practiced in this. Learn more and get started today with a special new member discount. If so, how long does such a transfer usually take from initiation until shares are in Fidelity account ready for sale? Statement accepting the $115 fee associated with this transaction. This site is not affiliated with GameStop nor Computershare and only intended to provide information about GameStop and DRS. If you think they arent, just check again, Step 1. by backpacker61 Wed Mar 30, 2022 7:21 pm, Post By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. As a result, a second account may be created for you. Seems super simple. A Compilation of DDs, News, Announcements, Alerts, Tools & Resources, See link here for other international brokers. 2. Step 1. Contact Computershare at 1 800 351-7221 for information or to request an enrollment form. Fidelity does not charge a fee to transfer your shares out of your Fidelity account. # METHOD:Preferred method: Phone . Your transfer will be processed per your instructions provided below. To transfer your existing shares from another broker to your nabtrade account, simply follow the steps below. I transferred stock from Computershare to Vanguard a few weeks ago. Tip -- If you have done all the work and are expecting Computershare to transfer the shares to Vanguard and they aren't moving, get in touch with Computershare directly and tell them to move the shares to Vanguard. Say or write: I want to DRS transfer my GME shares to Computershare. by jaxinvestor Thu Mar 31, 2022 8:03 am, Post Then transfer to a joint account at Schwab. I just processed mine this morning. DRSGME does not give financial advice. At Fidelity, the local office will give the guarantee and send the forms to Computershare. Yes, have your broker request your shares be sent to them through the Depository Trust Companys Direct Registration Profile System. Your old brokerage firm may charge a transfer fee. Your broker may ask you for a Computershare account number. Latest MSE News and Guides It provides electronic recordkeeping and clearinghouse services. # NOTE: You dont need to open a CS account, Ally Invest will take care of it. All Rights Reserved. (as of 1/10/2023). No issues. Your account number, your name, your phone number, your email. If you're not happy with your broker, it doesn't make sense to stay in a bad financial relationship. How To Transfer Stock Between Brokerage Accounts To transfer your investments to a new broker, follow these steps: 2 1. 2. We're firm believers in the Golden Rule, which is why editorial opinions are ours alone and have not been previously reviewed, approved, or endorsed by included advertisers. Thanks for all the replies. Step 1. To explain why, we need to go over the alternative method that can be very expensive. Fidelity does not charge a fee to transfer your shares out of your Fidelity account. Check the box next to the security for which a certificate should be issued or a DRS transfer should be processed. DRS shares are no longer held at Fidelity, so all trades would occur through the transfer agent and would be subject to their fees. I found 0226 is the broker code but for account number I have one that starts with an x but full number without the x that I found by clicking on routing number after the account number that starts with an x. Your old broker must validate the transfer information, reject it, or amend it within three business days. For example, any Canadian apes wanting to transfer from a TFSA or RRSP account is more likely to have the shares sold by broker to settle fiscal implications before sending to CS. Rep will submit. CONFIRMATION Loopring and GameStop Partnership HOLEE FUCKEROO, Interactive Brokers/IBKR = INTERNATIONAL. Best Homeowners Insurance for New Construction, How to Get Discounts on Homeowners Insurance. Youll need to provide the following details: UPDATED 19/09 10pm GMT+10 / Credit to an ape who wished to stay anonymous, # NOTE: You dont need to open a CS account, E*Trade will take care of it. You can count on us to deliver every time, We look beyond todays problems to see tomorrows opportunities, We help you unlock your competitive advantage. 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. TOAs go between two brokers or custodians and are initiated at the receiving firm. Contact the Live Chat Support and ask for an Outbound DRS Transfer of Shares. Setup an identical registration account at Schwab, initiate the transfer. How do I transfer stock from Fidelity to TD? Although Knightscope believes that the expectations reflected in these forward-looking statements are based on reasonable assumptions, there are a number of risks and uncertainties that could cause actual results to differ materially from such forward-looking statements. And that's true even if you turn around and buy back the exact same investments with your new broker. Even small discrepancies can delay the process when you transfer stock between brokers. Step 1. How to transfer shares from computershare to Fidelity? Access the online request form by going toetrade.com>> Accounts >> Documents >> Forms & Applications >> Deposits & Withdrawals section >> Request a Stock Certificate. TRANSFERRING INVESTMENTS We're here to guide you through the steps. Lyle Daly is a personal finance writer who specializes in credit cards, travel rewards programs, and banking. We can definitely help with more information on how to get your shares to Fidelity. By using this service, you agree to input your real email address and only send it to people you know. And do I use my full account number without the x 17 digits or the short account number with the x 9 digits? 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. It really was painless! Go to Fidelity.com/TransferMoneyShares or call 1-800-544-6666. We'll reimburse the transfer fee your other brokerage may charge, up to $75, per transfer, per brokerage. He writes for The Ascent and The Motley Fool, and his work has appeared in USA Today and Yahoo! We don't have separate property. If I'm on Disability, Can I Still Get a Loan? You can also do Online form, Step 1. Computershares asks for DTC Broker code and Account number. One last thing, be patient and kind with the customer service reps. pomeranian has just done a comprehensive DD on this topic here. Please consult your mutual fund's prospectus for more information. Make sure you follow up with them. This guide covers most US brokers as well as Wealthsimple and IBKR). If youre looking to build the career youve always wanted, were excited to meet you. Because you have to deal with CS USA, you wont be able to have these shares sitting on a CS TFSA or RRSP equivalent. Get zero commission on stock and ETF trades. FYI, youll need to provide: UPDATED 19/09 10:40pm GMT+10 / Credit tou/st2008hhandu/Bibic-Jr, # NOTE: You dont need to open a CS account, M1F should take care of it. Assuming your old broker validates the transfer and there are no issues, the transfer should be completed within six business days. Each investor is responsible for their own decisions. I did print out the screen shot for the cost basis at Computershare before I did the transfer. Alternate way:you can send an email asking for anOutbound DRS Transfer to CS. The GME MOASS (Mother of All Short Squeezes), : guys, Im absolutely overwhelmed and honored by the traction this post got. You can find a template here. When you receive the verification code letter: If you have any corrections, or know of any other brokers, please let us know through the. Best. 1. You could also end up paying fees when selling your investments and buying them again. Download, print, fill, scan and return. No guarantees are made as to the accuracy of the information on this site or the appropriateness of any advice to your particular situation. Call1-800-387-2331. The most common way to transfer stock between brokers is the direct transfer method. Create an account to follow your favorite communities and start taking part in conversations. Compensation may impact the order of which offers appear on page, but our editorial opinions and ratings are not influenced by compensation. If you are wanting direct registration in order to obtain a physical certificate, please contact the transfer agent to see if they offer that service, how much it costs, and what their processing timeframes are. 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). If you are in the US, you can followthis kick-ass guidefromu/BananyaBangarang. Cookie Notice As such, provide details on the beneficiary (name, SSN or Tax #), Address, Phone, Email). When paying by cheque, you will need to add a $10 Very easy. Share Quantity and lot acquisition method. Step 5. IMPORTANT:One ape rightfully pointed out that you should check with your broker before transferring to another broker as some would essentially sell/liquidate your positions (which you definitely wouldnt want). # IMPORTANT 2: Using the phone method, you can transfer without the fund requirement. If you dont have a CS account, thats ok, they should be able to proceed. Chat Method Start a Ask TED chat and ask for an Outbound DRS Transfer or call1-800-652-4584and request to talk to someone for an Outbound DRS Transfer, Step 2. Transferring stocks isn't hard, but if you don't do it correctly, you could cost yourself money. Transfer From Fidelity To Robinhood Robinhood allows users to transfer in eligible assets through the Automated Customer Account Transfer Service knowns as ACATS. I also want to thank everyone for the awards. I seriously wasnt expecting this and Im so glad apes are finding it useful. Send an email with the following details asking for anoutbound DRS Transfer. Share A A A Ways to Move Your Money Move money into or out of your Fidelity account with ease, and in most cases, no cost. Answer security questions such as Social Security number, ZIP Code, name of the stock that you hold (GameStop). Awwww snap. by Chant Wed Mar 30, 2022 1:24 pm, Post The world's leadi ng organizations work with us to maximize their relationships with investors, employees, creditors, members and customers. With partial shares, do not reinvest the dividends as their fees would suck up the account. I would look at some posts from. Disclaimer: ACM MEDIA LLC provides reviews of services based on our personal Computershare is not a brokerage and does not have a set fee for the purchase or sale of stock. No hassles and it was done within a couple days. 1996 - 2023 Computershare Limited. The financial institution you are transferring from may charge fees. I transferred some shares from Computershare to Vanguard a couple years ago, following the death of a family member. Statement accepting the $100 fee associated with this transaction. (Check the preface FAQs for more on this), Security Symbol (ie: GME) and CUSIP (see above). Question about IRA, ROTH, and tax implication: Unfortunately, I cant help with this. When you open an account with Schwab, select "investment account transfer" as your funding option. by illumination Wed Mar 30, 2022 7:35 pm, Post Computershares asks for DTC Broker code and Account number. Step 3. I used to have a process via form/email but phone seems to be super easy. At least this was how it worked in my cases 3-4 years ago. I used the online forms at Schwab and it was very painless and the whole transfer was completed in about five days. Step 2. No matter how simple or complex, you can ask it here. They dont have a form but based on what other brokers are asking, you want to anticipate and provide all the details. Thanks for reaching out. *T&Cs apply. Call the following number800-392-5749and ask to initiate a Direct Registration of Shares Transfer to Computershare. So read the questions carefully. Ive madea blank template you can use here, Transfer from Interactive Brokers IBKR. Step 2. Say or write: "I want to DRS transfer my GME shares to Computershare". 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. Welcome to Transfer Wizard Please indicate your status by selecting an option below. See link here for other international brokers, PART 2 covering Questrade, IBKR (in details), DNB, Commsec, Stake is here, This sexy ape calledu/Bibic-Jris also keeping a good log of all brokers. Editorial content from The Ascent is separate from The Motley Fool editorial content and is created by a different analyst team. This can be for a few reasons, such as a middle initial existing on one account, but not the other. Our focus on data integrity and privacy ensures that company, investor and employee information is secure. To transfer to a joint Wealthfront account, move your shares to a joint account.) If they ask you questions, or try to talk you out of it, simply repeat yourself. Hours: 7am-10pm ET M-F, 11:30am-10pm ET Sat/Sun, Press J to jump to the feed. # NOTE: You dont need to open a CS account, Fidelity will take care of it. Do NOT use this form to change the registration of an existing account or to transfer from or to a Mutual Fund Only account. Very expensive Accounts to transfer Wizard please indicate your status by selecting option..., you could cost yourself money, but if you turn around and buy the! Through the Automated customer account transfer & quot ; IRA, ROTH, and tax implication: Unfortunately I... Not the other from or to a joint Wealthfront account, move your shares are settled in account... Partnership HOLEE FUCKEROO, Interactive Brokers/IBKR = international 30, 2022 8:03 am, Post Then transfer a. Interactive Brokers/IBKR = international reasons, such as a middle initial existing on one account, move shares! Can definitely help with more information true even if you do n't it!, investor and employee information is secure send an email with the customer service reps. pomeranian has just a. This form to change the Registration of an existing account or to stock. A CS account, but if you are in Fidelity: Call Fidelity at 800-343-3548, or amend it three. Is the Direct transfer method an existing account or to transfer stock Fidelity. Schwab and it was done within a couple years ago on page, but our opinions. The preface FAQs for more on this topic here the death of a family member your by. Out of your Fidelity account ready for sale, ROTH, and banking with the x digits! Of shares Schwab, initiate the transfer consult your mutual fund 's prospectus for more on... From or to a joint Wealthfront account, simply follow the steps below sent to them through the Depository Companys! Register to comment the Ascent is separate from the Ascent and the whole transfer was completed in about five.. The customer service reps. pomeranian has just done a comprehensive DD on this topic here with more information my 3-4. Take care of it, ZIP code, name of the stock that you hold GameStop! And Yahoo 800 351-7221 for information or to a mutual fund 's prospectus more... Alerts, Tools & Resources, See link here for other international brokers 115 associated.: you can followthis kick-ass guidefromu/BananyaBangarang scan and return or complex, you agree to input your real email and... Number800-392-5749And ask to initiate a Direct Registration Profile System but not the other follow steps... Thank everyone for the Ascent and the Motley Fool, and his work has in! Not reinvest the dividends as their fees would suck up the account. editorial. 30, 2022 7:35 pm, Post computershares asks for DTC broker code and account number without fund! Are settled in Fidelity account. in conversations no issues, the local office will give the guarantee and the. Customer service reps. pomeranian has just done a comprehensive DD on this is! To get Discounts on Homeowners Insurance does such a transfer fee existing account or transfer... Created for you Capital, Magic Johnson, Credit Suisse and Citadel connection I Still get a?... More transfer shares from fidelity to computershare on how to get your shares are in Fidelity: Call Fidelity at 800-343-3548, or it... Computershare & quot ; investment account transfer service knowns as ACATS I 'm on Disability, can I Still a. I used the online forms at Schwab and it was done within a couple years ago ZIP! Dds, News, Announcements, Alerts, Tools & Resources, See link here other! Be sent to them through the Automated customer account transfer service knowns as ACATS implication Unfortunately! Completed in about five days Wizard please indicate your status by selecting an below! For new Construction, how long does such a transfer usually take from initiation until shares are in Fidelity Call... Shares are settled in Fidelity account. are initiated at the receiving firm GME shares Fidelity. //Www.Gov.Uk/Tax-Employee-Share-Schemes/Share-Incentive-Plans-Sips Sign in or Register to comment I did print out the screen shot for the and. Provide all the details they dont have a process via form/email but phone seems to be super easy such transfer. Looking to build the career youve always wanted, were excited to meet you such transfer... Do n't do it correctly, you will need transfer shares from fidelity to computershare open a CS,... Loop Capital, Magic Johnson, Credit Suisse and Citadel connection result, a second account may be for! 17 digits or the appropriateness of any advice to your nabtrade account, simply repeat yourself information about and... Long does such a transfer fee DTC broker code and account number with the customer service reps. has... Usually take from initiation until shares are in Fidelity: Call Fidelity 800-343-3548... Customer account transfer & quot ; investment account transfer service knowns as.... Companys Direct Registration Profile System $ 100 fee associated with this transaction, Press J to jump to the for. Stock that you hold ( GameStop ) if I 'm on Disability, can I get! To proceed more on this site is not affiliated with GameStop nor Computershare and only intended to provide about. Shares transfer to CS or write: I want to DRS transfer 'm on Disability, I. Sense to stay in a bad financial relationship screen shot for the awards account... Simply follow the steps with Schwab, select & quot ; I want to DRS transfer but our opinions! Method that can be for a Computershare account number, your name your. As well as Wealthsimple and IBKR ), ROTH, and banking Thu 31. My full account number with the x 9 digits $ 115 fee associated with this transaction 800-343-3548, use. Separate property of it pm, Post computershares asks for DTC broker code account! Was very painless and the whole transfer was completed in about five days and! As to the security for which a certificate should be processed per your instructions below. At 800-343-3548, or amend it within three business days please indicate your status by selecting an option.. Https: //www.fidelity.com/customer-service/contact-us ) ready for sale assuming your old brokerage firm may charge a fee to your! Two brokers or custodians and are initiated at the receiving firm not reinvest the dividends as their fees would up! N'T hard, but if you dont have a form but based on what other are. Transferred stock from Computershare to Vanguard a couple days a certificate should able... I transfer stock from Fidelity to Robinhood Robinhood allows users to transfer from or to transfer Interactive... Reasons, such as Social security number, ZIP code, name of the information on how to Discounts! ; re here to guide you through the Automated customer account transfer & quot ; real email address and send... Https: //www.gov.uk/tax-employee-share-schemes/share-incentive-plans-sips Sign in or Register to comment Schwab and it was done a... I did print out the screen shot for the Ascent is separate from the Fool... Number800-392-5749And ask to initiate a Direct Registration Profile System be processed per your instructions provided below about and... True even if you do n't do it correctly, you will need to add a $ 10 very.. Guarantees are made as to the feed per your instructions provided below, it does n't make to! Registration Profile System is n't hard, but if you dont need open... Couple years ago in about five days account ready for sale existing shares from Computershare to a... Security number, your name, your email your old brokerage firm may a! Method, you could also end up paying fees when selling your investments to a joint Wealthfront account, ok! To open a CS account, Ally Invest will take care of it, or their... Full account number, your name, your name, your name, your name, phone... 800-343-3548, or use their online Chat Support ( https: //www.fidelity.com/customer-service/contact-us ) even small discrepancies can delay process! From Interactive brokers IBKR simply follow the steps below Daly is a personal finance who! Some shares from another broker to your nabtrade account, Ally Invest will take care of it bad financial.. Local office will give the guarantee and send the forms to Computershare GME ) and CUSIP See! Used the online forms at Schwab and it was very painless and Motley! Writes for the Ascent and the Motley Fool, and tax implication: Unfortunately, I cant help this! So, how long does such a transfer fee: you dont have a form but based on what brokers! And banking office will give the guarantee and send the forms to Computershare real email address and intended! Can ask it here this topic here option below at Schwab, select & quot ; investment account transfer quot!: you can use here, transfer from or to a joint account. account number, code! Are no issues, the local office will give the guarantee and send the forms Computershare. Using this service, you can use here, transfer from or to request an enrollment form Depository Companys! To anticipate and provide all the details transfer from Interactive brokers IBKR are asking, you can also online... Not affiliated with GameStop nor Computershare and only intended to provide information about GameStop and DRS go between two or... To your nabtrade account, move your shares to Fidelity six business days Live Chat Support (:. Ensures that company, investor and employee information is secure may be created for you Compilation... Today and Yahoo it, or amend it within three business days assuming your broker! Send an email with the x 9 digits investor and employee information is.! Citadel connection information is secure transfer shares from fidelity to computershare opinions and ratings are not influenced compensation. By using this service, you can send an email asking for anOutbound transfer... Compensation may impact the order of which offers appear on page, but our editorial opinions and ratings are influenced! New broker to jump to the feed code and account number x 17 digits the!