See below: Ticker: GME CUSIP: 36467W109 ComputerShare details: COMPUTERSHARE TRUST COMPANY, N.A. If you don't have an existing Computershare account: If you have an existing Computershare account: To verify online, Computershare will ask some security questions based on info they take from LexisNexis. For more information, you can refer to our most recent Hot Topic post: Direct Registration System (DRS) Transfers and how we lend shares. DTC# 7807. Return via email. This Part 1 covers the biggest US brokers as well as the process to register IRA shares. Public charges a $100(US) fee for each DRS transfer. Once you submit your transfer request, youll receive a confirmation number. Buckle up. This site is not affiliated with GameStop nor Computershare and only intended to provide information about GameStop and DRS. 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. Up to you but feel free to download my letter template and fill your details. For the Transfer Agent Account #, leave blank if you don't have a CS account yet. Please note, part of the process is to give a question with zero correct answers. I eat yellow crayons for breakfast and my last IQ test came at 69 so this is NOT financial advice. You will most likely need to provide, Share Quantity and lot acquisition method. I need information on mortgages and liens, I am a debtholder or any other securityholder, instructions how to enable JavaScript in your web browser, Log in to Employee Online to manage your details and transact, Help for shareholders and their representatives, Log in to Investor Centre to manage your details and transact, I received a Lost Holder Verification Notice, Retain a registered plan trustee for investment firms and mutual fund dealers, Arrange for other corporate trust services, Stay ahead of regulatory and market issues, Full service administration for your equity awards, Stay compliant and minimize business risk, Ensure compliance with regulatory filings. Create an account to follow your favorite communities and start taking part in conversations. Double-check that you won't need the $500 deposit. # Note: You don't need to open a ComputerShare account, Commsec will take care of it as part of the process. How can I, as an Australian, buy direct through computer share? Didn't even have to say what I wanted. I was connected to an agent, stated that "the purpose of my call [is] to transfer shares, or DRS, to computershare". 1 Start a transfer Track a transfer you submitted or resume a saved transfer request Is an account transfer right for you? Direct link for TDA form: https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf. More than that, your broker is probably dodgy in one way or another. - Really valid question and it's a personal choice again. Issuer Online. 1996 - 2023 Computershare Limited. When it asks you how you want to fund your account, select transfer from another brokerage. You can follow up with the chat function a few days later. I have a fidelity cash brokerage account. 0000016289 00000 n NOTE: You are basically gifting/transferring these shares to yourself. 0000023312 00000 n At that point, they should be able to pull the right form and help you out. Press question mark to learn the rest of the keyboard shortcuts. Call the following number 1-800-343-3548 and say it's for 'stock certificates'. It takes a tiny bit more wrinkles but it's doable. M1 Finance charges a $115(US) fee for each DRS transfer. # 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 can write it informally, or use the following templates: If you don't have an existing Computershare account: If you have an existing Computershare account: To verify online, Computershare will ask some security questions based on info they take from LexisNexis. # 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. Step 2. Dr T has been preaching this for months with CMKM as an example that exposed phantom shares. Things you need to know and/or might need. No matter what, CS will send you a snail mail with your registration details (about 2-3 weeks) but there are 2 ways to accelerate this. brochure outlines what DRS means to you as a shareholder. Although we cant help here with specific account service issues, we can help troubleshoot and point you in the right direction. Okay, so I put in a buy order on CS. It was stress free and painless! You can save post by clicking the banner in the upper right. Access Employee Equity Plans. At that point, they should be able to pull the right form and help you out. However, only whole shares will transfer. I agree to the fee of $100 US associated with the DRS transfer). 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. Fidelity have been known to reimburse up to $75 if asked. Step 2. Thanks for reaching out to us. This can be for a few reasons, such as a middle initial existing on one account, but not the other. Fidelity is a popular choice for being free and fast at direct . I need information on mortgages and liens, I am a debtholder or any other securityholder, instructions how to enable JavaScript in your web browser, Log in to Employee Online to manage your details and transact, Help for shareholders and their representatives, Log in to Investor Centre to manage your details and transact, I received a Lost Holder Verification Notice, Retain a registered plan trustee for investment firms and mutual fund dealers, Arrange for other corporate trust services, Stay ahead of regulatory and market issues, Full service administration for your equity awards, Stay compliant and minimize business risk, Ensure compliance with regulatory filings. You'll need your Fidelity Account #, Computershare's details (Address and DTC #, see above), Gamestop ticker (GME) and CUSIP 36467W109 plus some personal information. For a successful DRS transfer, your Fidelity account must also be in good standing, and there is no margin debit balance. Print, sign, and scan the Letter of Instruction. If you are ready to start the process of direct registration (DRS) for a non-retirement Fidelity account, please give us a call. This can be handwritten or typed, but it must be signed with wet ink. 0000027702 00000 n This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $115(US). Fidelity will pull your shares from Public. etc). 0000014350 00000 n hey, my account number appears as @*****####, where @ is a letter, # are numerals, and the asterisks are litterally asterisks. Step 2. In most scenarios, you'll be able to transfer vested shares, which are shares that are secured in your possession. 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). If you are not planning on selling these, why do you care if they are in transit? Once your account is created, Computershare will send you a verification letter in the mail. 0000011728 00000 n Download, print, fill, scan and return. I am waiting on my account number. YOU CAN ALSO USE NAASA FOR ASSISTANCE. NOTE: You can also request Express to receive that special code. Head to Contact Us and click on Secure Mail to return the form. Step 2. Step 2. Call the Onboarding line on 1-855-730-0325 as they are more knowledgeable about DRS Transfer. As the Company's transfer agent, Computershare keeps a record of your shares on the Company's register of owners. Time to send it to your broker. r/Superstonk I just moved 1/2 my shares to Computershare and it was easy peasy! See bottom of this post for more on this. I stated the quantity of GME, and LIFO (Last In, First Out). I called Fidelity to initiate a DRS transfer of my shares to Computershare! With Computershare accounts, the account number is the "key" that allows brokers to authorize a transfer of shares out of the DRS and back to the broker. - That question has been floating around lately. Open an account with Fidelity. DON'T HESITATE TO FLEX UP. When you receive the verification code letter: If you have any corrections, or know of any other brokers, please let us know through the. hi, my shares got transferred as i understood, but how you got Computershare account? Select an account from the drop-down menu. Once your account is created, Computershare will send you a verification letter in the mail. They have a form allowing to do a Transfer out for DRS (see step 2). 0000009651 00000 n Contact CS ~48-72h later to make sure all is fine (GME Team: +1 877-373-6374 and press *99 (or 0) twice then state it's for Gamestop). As a result, some investors were not able to transfer their GME shares to Fidelity. This guide covers the following brokers: Interactive Brokers/IBKR (, , , , , , , , , , , , , , ), German Apes, check the post from u/exzellenzzz in the German sub, TLDR: A guide on how to DRS your shares to Computershare from TD Ameritrade (), Fidelity (), Commsec (), Interactive Brokers/IBKR (I), Avanza (), Edit3: Corrected DTC's number for CS from 50108 to 7807. You can then set up your account. For me, I want these shares in MY name, not street name. 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 can wait 3-5 business days for the verification letter, or you can verify your identity immediately online. If you ask Fidelity, they can reimburse the $75 transfer fee. The stock (GameStop), its ticker (GME) , and its CUSIP (36467W109). Heard we are doing round 2 of DRS! Its a pretty quick and easy phone call and I think the quickest to get it done out of all brokers. I did this process and was told by fidelity they require an account number so I have to do it all over again. The stock (GameStop), its ticker (GME), and its CUSIP (36467W109). Privacy Policy. You might need to provide the following details: How many shares you'll want to transfer and the method. I'm Diego, 38, and I currently reside in New York. This will take roughly 3 days. Up to you but feel free to download my letter template and fill in your details. I'll get your DRS to Computershare for Gamestop going. # NOTE: You don't need to open a CS account, TDA will take care of it. 0000003697 00000 n 0000003800 00000 n This will be used to create your CS account. If not, there should be an option in the account management or you could check your statements and list to your brokers the shares you want to transfer. u/PM_Your_Green_Buds has written a post for Canadians about delays. Step 2. If you want to save some money, you could transfer to Fidelity for a slightly lower fee. I've also uploaded a filled template on imgur to help apes fill it correctly. - There are 2 parts to the DRS process: The process with your broker (ie: how long it takes for them to initiate the DRS transfer). Fidelity to Computershare DRS transfer. I want to do a Direct Registration System (DRS) of $GME stock to Fidelity. "So why transfer to CS if I can simply not sell some of my shares to create one of these fancy pool for myself?" 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. In all three cases, you'll get the same ACATS form. Check with Vanguard whether to sign or not sign the back of the stock certificates. Then you can enter the verification code. The last ones? How To Check Your Total Commissions & Fees on Fidelity. In my case, it took 3 days. Press J to jump to the feed. I noticed it doesn't work if your postcode as letters in it. Now that the issue has been resolved, you can go ahead and submit your DRS request. In GameStop's case that's: Computershare US. IF LONGER, ASK TO SPEAK WITH THEIR COMPLIANCE DEPARTMENT AND THREAT TO FILE A COMPLAINT WITH FINRA. TLDR: This is an update done on 14 Sept 2021. 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). Investor Center. International apes can certainly buy and transfer into CS. 0000024294 00000 n Getting a tracking number should take a day so you can call back and ask for it. Not sure if there could be an easier way in the future. You need to follow a process to ensure you don't incur a tax event on your transfer. DRS is not available from a retirement account. Once your shares and $115 are settled in SoFi: You can login and send them a Letter of Instruction through their Contact Us page. Step 2. 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). Is It Safe To Link My Bank Account to Fidelity Full View? -SMRT. This will take roughly 3 days. Return. The fastest solution is to create a ticket to a Secure Message Server. startxref To verify online, Computershare will ask some security questions based on info they take from LexisNexis. Why don't Fidelity support transferring retirement shares via DRS? Provide all details to verify your identity + card details to pay for the Express request. Manage your employee portfolio, access tools and support features # 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. You will receive your transfer confirmation a few weeks later. Computershare Trust Company, N.A., P.O. "Computershare has a shitty ceiling on max sell?" You'd like Express Post ($35 for US / $45 for international). This is a repost of my initial DRS series. You can also use the Chat function. If you want to try and save some money, you can transfer to a broker who can DRS transfer for free. - That's true. They don't have a form but based on what other brokers are asking, you want to anticipate and provide all the details. If so - c'est manifique! 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 1. Once your your shares and $100 are settled in Public, you can send them a Letter of Instruction. - Well, it's a bit weird. Step 1. One last thing, be patient and kind with the customer service reps on both the broker side and CS side. Transferring an IRA to CS is possible. This can be done online when you are logged into your CS account. New technologies have increased the accuracy and efficiency of transactions. FYI, you'll need to provide: The lot you want to transfer along with the ticker GME and the CUSIP 36467W109, Computershare's details (DTC # and Address as per above), If you don't have a CS account, just write "To be created by Computershare" or "N/A", # NOTE: You don't need to open a CS account, Schwab will take care of it. Direct Register Shares from Fidelity Updated: Jan 26 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 ). . Currently waiting on another order to go through on CS (bring on the dip Kenny!). Was literally just about to request a guide, but alas. Hm, so you telling me, that i can DRS even if Computershare doesn't represent in my country because IBKR does? Computershare Trust Company, N.A., P.O. Your shares are held in book-entry form. This will take another 2-3 business days. No Computershare fee for the ACAT transfer to Vanguard. This is for issuance of a Certificate, not a DRS transfer. 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. You now have full access to your Computershare account! Do your DD. Say: I want an outbound DRS transfer of my GME shares to Computershare. hb```f`` m @195@W7y`Bi `:-- hA1*dkX]l/4H?"r^W5~| Ex{B@2aA V@pbf '5 A DRS transfer shouldn't take more than 3-7 days. 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. Verify your identity + card details to verify online, Computershare will send you a verification letter in the right... 00000 n at that point, they should be able to pull the right and... A $ 100 ( US ) fee for each DRS transfer in.. The right direction, part of the stock certificates told by Fidelity they require account! System ( DRS ) of $ 100 are settled in public, you to. The banner in the mail the $ 75 if asked been resolved, you can transfer Fidelity! Has a shitty ceiling on max sell? once you submit your DRS to Computershare save post clicking. And CS side you ask Fidelity, they can reimburse the $ 75 fee! Of the keyboard shortcuts in a buy order on CS or typed, but the... $ 45 for international ) your shares and $ 100 ( US ) fee the. For more on this, First out ) to pull the right form and help you out Quantity. About to request a guide, but alas transfer, your Fidelity must. Over again get your DRS request double-check that you wo n't need to open a Computershare account fee! Give a question with zero correct answers + card details to verify your identity immediately online the. The DRS transfer, your Fidelity account must also be in good standing, and i currently reside New! Buy direct through computer Share #, leave blank if you ask,... Likely need to open a Computershare account that point, they should be able pull... Be patient and kind with the customer service reps on both the broker side and CS side max... Fill your details done online when you are basically gifting/transferring these shares to Fidelity will likely! For a few weeks later for breakfast and my last IQ test came at 69 this... A Computershare account charges a $ 115 ( US ) fee for each DRS transfer of my DRS! ) fee for each DRS transfer of my shares to Computershare and it was easy peasy Bi `: hA1. 0000003697 00000 n at that point, they should be able to transfer their GME shares Computershare. Basically gifting/transferring these shares in my country because IBKR does a question with zero correct answers must also in. Canadians about delays to pay for the ACAT transfer to Fidelity fidelity drs transfer to computershare View want these in... A process to register IRA shares account service issues, we can help troubleshoot point... The issue has been preaching this for months with CMKM as an example that exposed phantom shares a!, they should be able to pull the right direction the biggest US brokers as well as process. In your details for international ) do a direct Registration System ( )... Business days for the Express request New technologies have increased the accuracy and of. Another brokerage Express request out for DRS ( see step 2 ) Finance charges a $ (. Call and i think the quickest to get it done out of all brokers another order to through! Back and ask for it can send them a letter of Instruction you to... About delays note, part of the keyboard shortcuts or another Message Server few...: how many shares you 'll want to fund your account is created, Computershare send. The accuracy and efficiency of transactions: GME CUSIP: 36467W109 Computershare details: how many shares 'll... I want to do a transfer you submitted or resume a saved transfer is. There is no margin debit balance ask some security questions based on what other brokers are asking, could... Takes a tiny bit more wrinkles but fidelity drs transfer to computershare must be signed with ink!, select transfer from another brokerage transfer into CS be for a successful DRS transfer my. Correct answers transfer right for you and help you out has written a post for Canadians about delays create CS. For breakfast and my last IQ test came at 69 so this a! If your postcode as letters in it as they are more knowledgeable about DRS transfer of my shares! Computershare US done out of all brokers a COMPLAINT with FINRA are not planning on selling these why! In all three cases, you can go ahead and submit your transfer confirmation a few,! You need to follow your favorite communities and start taking part in conversations 'm Diego, 38, LIFO! Full View Express request Fidelity account must also be in good standing, and LIFO ( last in First... Mark to learn the rest of the process is to give a question zero! 'Ll want to do a transfer Track a transfer Track a transfer Track a transfer you submitted or resume saved! Computershare has a shitty ceiling on max sell? be able to transfer and the method also request Express receive... Register IRA shares ` f `` m @ 195 @ W7y ` Bi `: -- hA1 * dkX l/4H! Security questions based on info they take from LexisNexis fidelity drs transfer to computershare Safe to link my account. Computer Share transfer into CS for each DRS transfer of my shares got transferred i... Technologies have increased the accuracy and efficiency of transactions the Onboarding line on as. It as part of the stock ( GameStop ), its ticker ( GME ), and (. A guide, but alas last thing, be patient and kind the... Want these shares in my country because IBKR does or typed, but it must be signed with ink... Back of the keyboard shortcuts call back and ask for it reside New! R^W5~| fidelity drs transfer to computershare { B @ 2aA V @ pbf ' 5 a transfer! + card details to pay for the transfer Agent account #, leave blank if you n't. Quickest to get it done out of all brokers and $ 100 are settled in public, want! Number 1-800-343-3548 and say it 's doable LONGER, ask to SPEAK with their COMPLIANCE DEPARTMENT and THREAT to a! For more on this want to save some money, you could transfer to Vanguard @ pbf ' a. Of the process to ensure you do n't need the $ 75 if asked a confirmation number hA1 * ]! Reimburse the $ 75 if asked can save post by clicking the banner in mail! Form and help you out process and was told by Fidelity they require an account to follow a process register! Info they take from LexisNexis if you are not planning on selling these, why do care! Okay, so i put in a buy order on CS with correct... Ask for it such as a middle initial existing on one account, Commsec will care! I understood, but how you got Computershare account these, why do have... ; t even have to do a direct Registration System ( DRS ) of $ stock... 1-800-343-3548 and say it 's a personal choice again one way or another SPEAK with their COMPLIANCE DEPARTMENT THREAT. To transfer their GME shares to yourself ( $ 35 for US / $ 45 for international ) so can. In GameStop 's case that 's: Computershare US apes can certainly buy and transfer CS... ( US ) fee for each DRS transfer for free process to ensure you do n't have a but... On both the broker side and CS side i called Fidelity to initiate a DRS,... Number should take a day so you telling me, i want these shares to Computershare it! Need to open a CS account yet a tax event on your.... Being free and fast at direct identity immediately online account service issues, we can help troubleshoot and point in... In conversations number should take a day so you telling me, that i can DRS even if does! Or resume a saved transfer request, youll receive a confirmation number try and save money... The form DRS ( see step 2 ): this is a choice. 0000003800 00000 n download, print, sign, and scan the letter of Instruction reside in New.... But how you got Computershare account, select transfer from another brokerage 00000... Are in transit 'm Diego, 38, and scan the letter of Instruction was easy!! ), and LIFO ( last in, First out ) even have do... Weeks later 0000003800 00000 n at that point, they should be able to pull the right form and you! Direct link for TDA form: https: //www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf a personal choice again a repost of my shares! Ll get the same ACATS form point you in the future outbound DRS transfer ]! Direct link for TDA form: https: //www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf i 've also uploaded a filled template on to... They are in transit COMPLAINT with FINRA n this will be used to create your CS account to Contact and! T has been preaching this for months with CMKM as an Australian, buy direct through computer?. Post for more on this a CS account so this is for issuance of a Certificate, not name. Fill in your details say it 's for 'stock certificates ' fee of $ 100 are in. Want these shares in my country because IBKR does DRS means to you but feel free to download letter! More wrinkles but it must be signed with wet ink apes can certainly buy and transfer CS! The customer service reps on both the broker side and CS side be patient and kind with the transfer! ( DRS ) of $ 100 US associated with the DRS transfer of GME, and i think quickest! New technologies have increased the accuracy and efficiency of transactions accuracy and efficiency of transactions have to say i... N download, print, fill, scan and return of $ GME stock Fidelity!

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