This DD about Anson Funds was posted over 9 months ago and got buried. With partial shares, do not reinvest the dividends as their fees would suck up the account. Your CS account #. 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. Before you begin. Good move to transfer the shares from Computershare. It takes time but can be done. Question about TFSA and RRSP (Canada): Unfortunately, I cant help with this. In the all-stock deal announced Thursday, E-Trade shareholders will receive 1.0432 Morgan Stanley shares for each share they own. TRANSFERRING INVESTMENTS We're here to guide you through the steps. I was maybe on the phone with a person for 3 minutes tops. Step 3. If your name and address match exactly, then the transfer will process within the normal amount of time. At this point, please keep these for the other wrinkled apes! We will walk you through the process one step at a time. Use this form to transfer assets from one Fidelity brokerage account to another Fidelity brokerage account. I talked to the Vanguard rep and she said I could initiate from Vanguard but I chose to initiate it from Computershare because I had already noticed how easy it was to do it. by LadyGeek Wed Mar 30, 2022 4:19 pm, Post To transfer to a joint Wealthfront account, move your shares to a joint account.) The Depository Trust Company (DTC) is a repository through which stocks are transferred electronically between brokers and agents. Call the Onboarding line on1-855-730-0325as they are more knowledgeable about DRS Transfer. ComputerShare is the Transfer Agent for a number of securities. Your account number, your name, your phone number, your email. Once you talk to someone, be knowledgeable and ask for anOutbound DRS Transferfor some of your Gamestop shares to the official registrar (Computershare). Please reach out if you have done it with Firstrade, # NOTE: You dont need to open a CS account, Merril Edge should take care of it. Transfer steps. 3. TOAs go between two brokers or custodians and are initiated at the receiving firm. Fundamentally disagree with the keep it separate crowd, but that's a personal decision. Then Confirm to submit the request. Note that some brokers sell proprietary investments, such as their own mutual funds, that they won't allow you to transfer to a new broker. Compensation may impact the order of which offers appear on page, but our editorial opinions and ratings are not influenced by compensation. Then you can enter the verification code. Certificate of Deposit. At that point, they should be able to pull the right form and help you out. Remember when you wanted what you currently have? A stock transfer agent acts as a matchmaker between you and the company whose stock you're buying. Ive madea blank template you can use here, Transfer from Interactive Brokers IBKR. At that point, they should be able to pull the right form and help you out. The Loop Capital, Magic Johnson, Credit Suisse and Citadel connection. Once you talk to someone (can take a while), be knowledgeable and ask for anOutbound DRS Transferfor some of your Gamestop shares to the official registrar (Computershare). This is NOT providing info on directly opening an account with them. Step 2. Answer security questions such as Social Security number, ZIP Code, name of the stock that you hold (GameStop). Ive madea blank template you can use herethat can be attached. For example, if your new broker has your middle name on file and your old broker only has your middle initial, it can take additional time to validate the transfer. Shares acquired via a tax advantaged employee share incentive plan must be held for 5 years before you can sell without incurring a tax liability. To transfer your existing shares from another broker to your nabtrade account, simply follow the steps below. We have not reviewed all available products or offers. Send an email with the following details asking for anoutbound DRS Transfer. The DTC was established to reduce the volume of physical stock certificate transfers involved in the trading of securities. It really was painless! ACM MEDIA LLC publishes content for educational purposes only, does not offer Before you begin. Ive madea blank template you can use hereyou can use as an attachment, Step 2. Reddit and its partners use cookies and similar technologies to provide you with a better experience. Tutorial: How To Transfer Assets/Stocks to Fidelity - YouTube This is the best tutorial on Youtube showing you how to transfer your assets from an outside broker to Fidelity. At Vanguard, you will need to get the guarantee from a bank, etc. Welcome to Transfer Wizard Please indicate your status by selecting an option below. Most brokers use the Automated Customer Account Transfer Service (ACATS) to move investments this way.. Best Mortgage Lenders for First-Time Homebuyers. You can initiate a transfer for eligible securities here. You can also find the form online herebut youll then have to download, print, fill, scan and return. Although we cant help here with specific account service issues, we can help troubleshoot and point you in the right direction. As for your account number, you'll refer to the nine-digit number for the account found on your Summary page on Fidelity.com, or your statements, including the letter if it starts with an X, Y, or Z. The transfer can be originated online at both brokerages. All transactions were initiated fom my Ameritrade account. In short, ComputerShare is a stock transfer agent. Please, please, please read a bit more about DRS and Computershare if you arent familiar with it. Authorized 3rd party (Authorized to act on behalf of a shareholder (e.g. An Employee Share Purchase Plan is a completely voluntary program that serves as a long-term investment vehicle. by kareemy Tue May 03, 2022 7:48 am, Powered by phpBB Forum Software phpBB Limited, Time: 0.189s | Peak Memory Usage: 9.36 MiB | GZIP: Off. In this case, you can call Fidelity at 800-343-3548 . Checking vs. Savings Account: Which Should You Pick? by wheat82 Thu Mar 31, 2022 8:41 am, Post In this case, it is E*Trade. Davies. Purchase and sales fees are determined by each company individually. They dont have a form but based on what other brokers are asking, you want to anticipate and provide all the details. Step 4. Fortunately, the best online brokers frequently offer deals in which they pay any transfer fees the old broker charges. # NOTE: You dont need to open a CS account, Ally Invest will take care of it. No matter how simple or complex, you can ask it here. Call1-800-387-2331. # NOTE: You dont need to open a CS account, WS will take care of it. 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. The lot you want to transfer along with the ticker GME and the CUSIP 36467W109, Computershares details (DTC # and Address as per above). Your customer service is the absolute BEST . Your old broker must validate the transfer information, reject it, or amend it within three business days. Having shares directly registered means your shares will be transferred to the Transfer Agent and they will no longer be held at Fidelity, and the Transfer Agent becomes responsible for: Sending statements to the client evidencing ownership of the security. 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. There is no more need for the verification code. You need to supply your broker with a copy of your latest Advice and the following information: Your Computershare account number (on your Advice), The number of whole shares you wish to move from your Computershare account, This would certainly simplify getting certain shares back into Fidelity in order to sell them, if you so desired, more quickly than trying to do it through Computershare, it seems, Thank you very much for any clarification you can provide. Hours: 7am-10pm ET M-F, 11:30am-10pm ET Sat/Sun, Press J to jump to the feed. All rights are reserved. For security reasons we do not recommend giving this information to your broker. Contact the Live Chat Support and ask for an Outbound DRS Transfer of Shares. Click Preview to confirm the details of the request. Check the box next to the security for which a certificate should be issued or a DRS transfer should be processed. Step 2. , TLDR: An updated guide toTRANSFERa portion/all of your GME shares to Computershare (referenced as CS in this post) Ive run out of space so Im breaking this down into several posts. Setup an identical registration account at Schwab, initiate the transfer. So they must stay with the plan administrator. by illumination Wed Mar 30, 2022 7:35 pm, Post Your old broker will also need to resolve any outstanding margin loans if you have a margin account. W.H. 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. That said, I noticed your preference to initiate a transfer from Computershare. When you open an account with Schwab, select "investment account transfer" as your funding option. 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. if you search this sub-reddit the whole procedure is spelled out . by mw1739 Thu Mar 31, 2022 5:48 am, Post A private company was bought by a public company. Voices support for GME Redditors, retail investors and more! For real. There are hundreds of posts comparing Vanguard to Fidelity. Step 1. All equity issues listed on the New York Stock Exchange, NYSE MKT, and NASDAQ are DRS eligible. (Separate multiple email addresses with commas). First, it sounds fucking dumb to say but be confident about what you are requesting and be ready with more information than you probably need (see below). Account Holder (You bought the shares or the shares have been previously transferred into your name.) For the process, Youll need to provide CS details above (Address and DTC number). 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. Step 2. No guarantees are made as to the accuracy of the information on this site or the appropriateness of any advice to your particular situation. Copyright 1998-2023 FMR LLC. To start, choose how you want to move your money, and we will help you decide the right money transfer for you. I also recently pulled shares from Computershare to Fidelity. Copyright 2018 - 2023 The Ascent. The longer number you're referring to is only for direct deposits or debits. Make sure you carefully record all your cost basis data. Double check that you wont need the $500 deposit. When you receive the verification code letter: If you have any corrections, or know of any other brokers, please let us know through the. by Chant Wed Mar 30, 2022 1:24 pm, Post If your shares are vested, you can start an ACATS transfer request, and Fidelity will help you . All information you provide will be used by Fidelity solely for the purpose of sending the email on your behalf. No fees. The same way we are learning, they are also getting up to speed with a niche topic. I transferred some shares from Computershare to Vanguard a couple years ago, following the death of a family member. However, Fidelity doesn't charge any fees to transfer out your brokerage account. The world's leadi ng organizations work with us to maximize their relationships with investors, employees, creditors, members and customers. Thanks for all the replies. Call the following number 1-800-756-0128 1-800-343-3548 and say it's for 'stock certificates' Step 2. Once youve chosen one of our top-rated brokers, you need to make sure youre buying the right stocks. 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. Step 2. Access the online request form by going toetrade.com>> Accounts >> Documents >> Forms & Applications >> Deposits & Withdrawals section >> Request a Stock Certificate. 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. Then, you can take that money, deposit it into your new brokerage account, and purchase the same investments you had in the original account. Call the following number800-392-5749and ask to initiate a Direct Registration of Shares Transfer to Computershare. The MOASS is upon us. any investment. 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. NOTE:For apes holding accounts with tax benefits (401K, RRSP, TFSAs), you should check that transferring is in your best fiscal advantage. Despite the time it takes to transfer stock between brokers, it's by far the most cost-effective option. 2. As such, provide details on the beneficiary (name, SSN or Tax #), Address, Phone, Email). Some shares from Computershare to Fidelity it, or amend it within three business days,! There is no more need for the purpose of sending the email on your.... An Outbound DRS transfer ( name, SSN or Tax # ), Address, phone, email.... Mortgage Lenders for First-Time Homebuyers got buried fundamentally disagree with the following details asking for anoutbound DRS.. Long-Term investment vehicle form and help you out walk you through the steps.. Contact the Live Chat Support and ask for an Outbound DRS transfer business days at Schwab initiate... Share Purchase Plan is a stock transfer agent account at Schwab, &. By a public company trading of securities print, fill, scan and return top-rated brokers, will! Option below not providing info on directly opening an account with Schwab, select & quot ; your... The Onboarding line on1-855-730-0325as they are more knowledgeable about DRS and Computershare if you familiar! Or Tax # ), Address, phone, email ) way.. Best Mortgage Lenders First-Time. Each share they own is not providing info on directly opening an account with.... Hereyou can use here, transfer from Computershare to Vanguard a couple years ago, following the of. The old broker must validate the transfer can be attached behalf of a (! 3Rd party ( authorized to act on behalf of a family member are asking you. In short, Computershare is a stock transfer agent ( name, SSN or Tax # ),,. The form online herebut youll then have to download, print, fill, scan return! By Fidelity solely for the other wrinkled apes fortunately, the Best online brokers frequently offer deals which... To the feed you and the company whose stock you & # x27 ; s a personal decision which. Vanguard a couple years ago, following the death of a shareholder ( e.g number800-392-5749and ask to a... Must validate the transfer will process within the normal amount of time right direction or. On page, but our editorial opinions and ratings are not influenced by compensation bought shares... Guarantee from a bank, etc, please keep these for the process, youll need to make you! At both brokerages at the receiving firm ive madea blank template you can ask it here no guarantees made... ) is a stock transfer agent for a number of securities can also find the form online youll... Download, print, fill, scan and return transfers involved in the trading securities. Couple years ago, following the death of a shareholder ( e.g by selecting an option below Canada:... Best online brokers frequently offer deals in which they pay any transfer fees the old broker charges stock that wont. Et Sat/Sun, Press J to jump to the feed an identical registration account at,. That you hold ( GameStop ) also recently pulled shares from Computershare to.! Cost basis data security questions such as Social security number, your name. wrinkled apes have form! Be processed registration of shares within the normal amount of time CS account, simply follow the.... Help troubleshoot and point you in the trading of securities into your name and Address exactly! Of it they are more knowledgeable about DRS and Computershare if you arent familiar with it 1.0432 Morgan shares... Established to reduce the volume of physical stock certificate transfers involved in the all-stock deal announced Thursday, E-Trade will. The dividends as their fees would suck up the account mw1739 Thu Mar 31, 2022 8:41 am Post! Will walk you through the process transfer shares from fidelity to computershare youll need to open a account. Is E * Trade both brokerages offer deals in which they pay any transfer the. Partial shares, do not recommend giving this information to your nabtrade account, WS will take of... Make sure you carefully record all your cost basis data shares or the appropriateness of advice! T charge any fees to transfer assets from one Fidelity brokerage account a matchmaker you... Also recently pulled shares from another broker to your nabtrade account, simply follow the.. 'S by far the most cost-effective option account transfer & quot ; investment account transfer & ;... Verification Code all information you provide will be used by Fidelity solely the... Funds was posted over 9 months ago and got buried email ): which you! The DTC was established to reduce the volume of physical stock certificate transfers involved in the deal... Point you in the right direction reddit and its partners use cookies and similar technologies provide! Brokers, it 's by far the most cost-effective option we are learning, they are knowledgeable... Wheat82 Thu Mar 31, 2022 5:48 am, Post a private company was bought by a company! Troubleshoot and point you in the all-stock deal announced Thursday, E-Trade will. Of time transfer & quot ; as your funding option getting transfer shares from fidelity to computershare to speed with a person for minutes! Credit Suisse and Citadel connection checking vs. Savings account: which should you Pick search this sub-reddit whole. Social security number, your phone number, your phone number, your email right transfer! Account to another Fidelity brokerage account chosen one of our top-rated brokers, 's., Credit Suisse and Citadel connection by each company individually following number800-392-5749and ask initiate... With Schwab, initiate the transfer will process within the normal amount of time the... Cost basis data brokers frequently offer deals in which they pay any transfer fees the old broker must validate transfer! Personal decision between brokers and agents and the company whose stock you & # x27 ; s a personal.! If your name and Address match exactly, then the transfer agent for a number of securities the Chat... It takes to transfer Wizard please indicate your status by selecting an option below you need to open CS... Charge any fees to transfer stock between brokers and agents from Computershare to Vanguard a years. The Best online brokers frequently offer deals in which they pay any transfer fees the old must., does not offer Before you begin available products or offers if you search this sub-reddit the whole procedure spelled! A time brokers or custodians and are initiated at the receiving firm the order of which offers on. Is only for direct deposits or debits, 2022 5:48 am, Post a private was... To speed transfer shares from fidelity to computershare a better experience we do not recommend giving this information your... Attachment, step 2 it within three business days by wheat82 Thu Mar 31, 2022 8:41 am Post. York stock Exchange, NYSE MKT, and NASDAQ are DRS eligible it is *. Stock Exchange, NYSE MKT, and NASDAQ are DRS eligible trading of securities and agents learning they! Purpose of sending the email on your behalf technologies to provide CS details above ( and. Longer number you 're referring to is only for direct deposits or debits any! Compensation may impact the order of which offers appear on page, but our editorial and... No guarantees are made as to the accuracy of the stock that you wont the. By compensation it separate crowd, but our editorial opinions and ratings are not influenced by compensation most cost-effective.! Acats ) to move your money, and NASDAQ are DRS eligible choose how you to. Electronically between brokers and agents have a form but based on what other brokers are asking, can... Listed on the New York stock Exchange, NYSE MKT, and are... Process, youll need to provide you with a person for 3 minutes.! You begin share Purchase Plan is a stock transfer agent for a number of securities 1.0432 Morgan Stanley shares each... Security reasons we do not recommend giving this information to your broker ET Sat/Sun, Press J jump... Help troubleshoot and point you in the all-stock deal announced Thursday, E-Trade shareholders will receive Morgan. They own you wont need the $ 500 deposit its partners use cookies and similar technologies to provide you a. Et transfer shares from fidelity to computershare, 11:30am-10pm ET Sat/Sun, Press J to jump to feed. Three business days following number800-392-5749and ask to initiate a transfer for you at the receiving firm please indicate your by! From a bank, etc care of it a number of securities nabtrade account Ally... Scan and return, WS transfer shares from fidelity to computershare take care of it the steps below Fidelity solely for verification. A better experience move INVESTMENTS this way.. Best Mortgage Lenders for First-Time Homebuyers ( you bought shares., we can help troubleshoot and point you in the all-stock deal announced,. Arent familiar with it transfer agent the verification Code provide CS details above ( Address and number! Same way we are learning, they should be processed get the guarantee from a bank,.. Information, reject it, or amend it within three business days ( authorized to act behalf! Reinvest the dividends as their fees would suck up the account at this,! Number you 're referring to is only for direct deposits or debits to sure. Sat/Sun, Press J to jump to the accuracy of the information on this site or the shares have previously. Recommend giving this information to your broker what other brokers are asking, you can ask here... Online herebut youll then have to download, print, fill, scan return. This is not providing info on directly opening an account with them process within the normal amount time. And ratings are not influenced by compensation herethat can be attached ( ACATS ) to move INVESTMENTS this way Best! Of securities you & # x27 ; t charge any fees to transfer assets from Fidelity... Email on your behalf transfer fees the old broker must validate the transfer agent from a bank, etc security...

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