by lazynovice Wed Mar 30, 2022 12:12 pm, Post I would look at some posts from. Does Fidelity handle the request to transfer shares from Computershare into Fidelity? Follow If you would like to transfer your SoFi Invest account to another brokerage firm you can do so through ACATS (Automated Customer Account Transfer Service). Computershare is not a brokerage and does not have a set fee for the purchase or sale of stock. Although we cant help here with specific account service issues, we can help troubleshoot and point you in the right direction. + Yahoo / Morningstar censoring GME data depending on your IP. I transferred stock from Computershare to Vanguard a few weeks ago. It is going to be about $500,000 worth. Your old broker will also need to resolve any outstanding margin loans if you have a margin account. Contact the Live Chat Support and ask for an Outbound DRS Transfer of Shares. Then, you can take that money, deposit it into your new brokerage account, and purchase the same investments you had in the original account. Most brokers use the Automated Customer Account Transfer Service (ACATS) to move investments this way. Send an email with the following details asking for anoutbound DRS Transfer. Reddit and its partners use cookies and similar technologies to provide you with a better experience. There are hundreds of posts comparing Vanguard to Fidelity. Step 3. Make sure you follow up with them. Your old brokerage firm may charge a transfer fee. Youll get two new stock picks every month, plus 10 starter stocks and best buys now. Thanks for all the replies. I am just posting an update in case it can help anyone else. Keep your tax benefits Our web portals put the power of investing and managing portfolios in our clients' and their investors' hands. pomeranian has just done a comprehensive DD on this topic here. We may be compensated by the businesses we review. Is it worth transferring them or is this just for the big apes? You can initiate a transfer for eligible securities here. 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. Use this form to transfer assets from one Fidelity brokerage account to another Fidelity brokerage account. Then you can enter the verification code. The easiest method to transfer these shares a transfer of assets (TOA). Voices support for GME Redditors, retail investors and more! Step 4. Checking vs. Savings Account: Which Should You Pick? Go to Fidelity.com/TransferMoneyShares or call 1-800-544-6666. Receiving firms details (CS): Name, Address, DTC #, and who you want the shares to be registered to. Best. How do I transfer stock from Fidelity to TD? . Listen at 5 min (or all)! Your customer service is the absolute BEST . About three months ago I closed my Computer share account (600K) and transferred all assets to Ameritrade (even though I have accounts at Vanguard & Fidelity). Just check it out here. A CD generally requires four weeks to transfer. Question about TFSA and RRSP (Canada): Unfortunately, I cant help with this. Step 3. I transferred stock from Computershare to Fidelity a few weeks ago. Once your account is created, Computershare will send you a verification letter in the mail. Hours: 7am-10pm ET M-F, 11:30am-10pm ET Sat/Sun, Press J to jump to the feed. Our goal is to help Redditors get answers to questions about Fidelity products and services, money movement, transfers, trading and more. Around here, its more than a job. At that point, they should be able to pull the right form and help you out. Step 1. 1. Our goal is to help Redditors get answers to questions about Fidelity products and services, money movement, transfers, trading and more. Transfer From Fidelity To Robinhood Robinhood allows users to transfer in eligible assets through the Automated Customer Account Transfer Service knowns as ACATS. Learn more and get started today with a special new member discount. administrator, executor/executrix, guardian or court appointed representative) 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. Like money market mutual funds, most proprietary mutual funds can only be held by the issuer and cannot be transferred. Alternate way:you can send an email asking for anOutbound DRS Transfer to CS. Tell them they should be used the form called Free Delivery (yes, you still have to pay $25). 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. 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. W.H. 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. 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. I seriously wasnt expecting this and Im so glad apes are finding it useful. 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. Check his post for screenshots on the process. Standard Transfer 6. Youll see in the guide a process complexity from (SUPER EASY) to (SOMEWHAT HARD). If your concern is that you want to ensure that your shares are not lent out, you can learn more about how Fidelity lends shares in our Hot Topics post. The financial institution you are transferring from may charge fees. Have a question about your personal investments? At least this was how it worked in my cases 3-4 years ago. How to transfer shares from computershare to Fidelity? The Loop Capital, Magic Johnson, Credit Suisse and Citadel connection. You can also find the form online herebut youll then have to download, print, fill, scan and return. You might need to provide the following details: Your account # with Fidelity Your DOB, SSN and current address How many shares you'll want to transfer and the method. Then I heard the request was. Transfer steps. (Check the preface FAQs for more on this), Security Symbol (ie: GME) and CUSIP (see above). To start, choose how you want to move your money, and we will help you decide the right money transfer for you. I just processed mine this morning. I also want to thank everyone for the awards. Because you have to deal with CS USA, you wont be able to have these shares sitting on a CS TFSA or RRSP equivalent. Awwww snap. Send an email with the following details asking for anoutbound DRS Transfer. The transfer is initiated at the receiving brokerage. If you dont have a CS account, thats ok, they should be able to proceed. The most common way to transfer stock between brokers is the direct transfer method. Click Preview to confirm the details of the request. 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. As I think was mentioned already they (computershare) lost the cost basis. 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. Ive madea blank template you can use herethat can be attached. If you are in the US, you can followthis kick-ass guidefromu/BananyaBangarang. As an official Fidelity customer care channel, our community is the best way to get help on Reddit with your questions about investing with Fidelity directly from Fidelity Associates. I used to have a process via form/email but phone seems to be super easy. Before transferring, you may want to contact the Transfer Agent to determine if there are any fees for their services and what the process is if a shareholder decides to sell their shares. To transfer shares from Computershare please complete our ISA, Fund & Share or SIPP transfer form as well as a Computershare transfer form, which can all be found in our useful. So I recommend to keep track of it yourself. The subject line of the email you send will be "Fidelity.com: ". Soon I will have a lot of stock in a single publicly traded company at Computershare. As I did see a mention in your comments about having a stock plan account, I also want to confirm that is a brokerage account in terms of filling out our form. Important Information from the FINRA regarding Anti-Money Laundering Requirements. We will walk you through the process one step at a time. Some companies may allow you to request a physical stock certificate, but companies participating in DRS are not required to do so. He was born in California but currently lives as a digital nomad with a home base in Colombia. Davies. Latest MSE News and Guides At that point, they should be able to pull the right form and help you out. Do NOT use this form to change the registration of an existing account or to transfer from or to a Mutual Fund Only account. You now have full access to your Computershare account! Rep will submit. As an official Fidelity customer care channel, our community is the best way to get help on Reddit with your questions about investing with Fidelity directly from Fidelity Associates. Access the online request form by going toetrade.com>> Accounts >> Documents >> Forms & Applications >> Deposits & Withdrawals section >> Request a Stock Certificate. Seems super simple. Thank you for your positive feedback and for choosing to invest with us! Call1-800-387-2331. Since most online brokers now charge $0 for stock and ETF trades, they are now much cheaper than a transfer agent. Step 5. Very easy. by jaxinvestor Thu Mar 31, 2022 8:03 am, Post However, Fidelity doesn't charge any fees to transfer out your brokerage account. I found the entire naked shorting game plan playbook posted on a forum in 2004. # NOTE: You dont need to open a CS account, TW will take care of it. Call them on1-800-323-4332and ask to talk to the Security Team. Most brokers use the Automated Customer Account Transfer Service (ACATS) to move investments this way.. In short, ComputerShare is a stock transfer agent. by backpacker61 Wed Mar 30, 2022 7:21 pm, Post Answer security questions such as Social Security number, ZIP Code, name of the stock that you hold (GameStop). They paid me a transfer bonus of 1K. Once your other firm moves your shares into an ACATS-eligible account (this may take a few days), transfer your shares from your new account to Wealthfront by logging in to Wealthfront and clicking "Transfer or Rollover" at the top of your dashboard. The right brokerage account is critical to get the most out of your investments. by HomeStretch Wed Mar 30, 2022 12:18 pm, Post They called it Cellar Boxing. We have decades of experience as a global financial record keeper for 16,000 private and public companies. Computershares asks for DTC Broker code and Account number. So they must stay with the plan administrator. If the shares you currently own are unvested, they are usually held at the financial institution that serves as the stock plan's custodian. Send them an email along with the attachment on support**@**tradezero.us .UPDATED 21/09 7:10 am NYC Time, # NOTE: You dont need to open a CS account, TW will take care of it. # IMPORTANT 2: If you are on a TFSA or RRSP account, DRS might not be the right thing to do as it has fiscal implication. Get zero commission on stock and ETF trades. The. You can find a template here. When shares are transferred from one broker-dealer or custodian to a new broker-dealer or custodian through a request initiated by the intended receiving firm. (as of 1/10/2023). Step 3. Ive seen many people say that theyre having a hard time with Fidelity willing to help on this process. No hassles and it was done within a couple days. Step 2. The MOASS is upon us. Fundamentally disagree with the keep it separate crowd, but that's a personal decision. Download, print, fill, scan and return. Your broker will transfer the shares based on your name and address. Copyright 2018 - 2023 The Ascent. Once youve chosen one of our top-rated brokers, you need to make sure youre buying the right stocks. 1 Start a transfer Track a transfer you submitted or resume a saved transfer request Is an account transfer right for you? You can follow up with the chat function a few days later. Questioni hold 25 gme shares. The same way we are learning, they are also getting up to speed with a niche topic. No matter how simple or complex, you can ask it here. # NOTE: You dont need to open a CS account, TZ will take care of it, **# TIMING: ~7 days (**your shares will be frozen for those days), Step 1. Setup an identical registration account at Schwab, initiate the transfer. Are you transferring securities from an external financial firm (like Fidelity, Vanguard or E-trade)? This is less likely now that so many popular brokers offer zero-commission trading, but it's an unnecessary extra cost if your old broker doesn't offer that. For real. Before you start your transfer, check if there will be a fee and if your new brokerage firm will cover it. Please confirm? Your old broker must validate the transfer information, reject it, or amend it within three business days. No issues. In this case, you can call Fidelity at 800-343-3548 . Complete the online Transfer From an External Firm on the TD Ameritrade website. Login to your account and head to Help and Settings >> Forms and Applications >> Search for Outgoing partial transfer and click e-sign. by illumination Wed Mar 30, 2022 7:35 pm, Post # NOTE: You dont need to open a CS account, Fidelity will take care of it. Step 1. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. Step 6: Close your Fidelity account. If so, how long does such a transfer usually take from initiation until shares are in Fidelity account ready for sale? By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. A private company was bought by a public company. Welcome to Transfer Wizard Home With the Computershare Transfer Wizard, transferring your shares is easy. 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. One last thing, be patient and kind with the customer service reps. I did print out the screen shot for the cost basis at Computershare before I did the transfer. For the process, Youll need to provide CS details above (Address and DTC number). Please consult your mutual fund's prospectus for more information. by Chant Wed Mar 30, 2022 1:24 pm, Post this article here for more details on LIFO, FILO, etc. See Broker vs transfer agent article for more info. We don't have separate property. In order to move shares back to Fidelity, you will need to initiate a Transfer of Assets (TOA) on the Fidelity website. Step 2. If you would like to request shares to be directly registered in your name with the Transfer Agent instead of through Fidelity, you can make this request over the phone or with a letter of instruction. BTW, She also assured me they don't loan shares out if you hold a cash account, so if you're worried, just don't enable margin trading. Done UPDATED 19/09 5:15pm GMT+10 -Transfer from TD Ameritrade In this case, it is E*Trade. Because I was also collecting that stock prior to automated cost basis tracking, I found it helpful (though tedious) to print out and calculate all of the reinvestment transactions so that I could correctly identify my cost basis and fill in that value in the Fidelity brokerage account prior to selling. It takes time but can be done. You can also just call them. Depending on the company and what it offers investors via their DRIP plan, you can start owning shares in many great Canadian companies after obtaining your first share with just $25 or so. Ive madea blank template you can use hereyou can use as an attachment. Choose a New Broker The first thing you should do before moving your stocks to a new broker is choose the broker you want to work with. The stock transfer is happening through Computershare. Yes, have your broker request your shares be sent to them through the Depository Trust Companys Direct Registration Profile System. A TOA typically takes 7 to 10 business days to be completed. Say or write: I want to DRS transfer my GME shares to Computershare. Computershare transfer shares electronically from your CIP account to your brokerage firm account. Your account will be approved and ready to fund within five business days. Apparently, its super easy! For more information, please see our Copyright 2009-2023 ACM MEDIA LLC. 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. Im doing my best to keep it up-to-date and read all your comments/suggestion to improve it day after day. and mail the forms yourself. Step 2. # NOTE: Apparently, TDA wont do DRS via chat. (Separate multiple email addresses with commas). Indicate the number of shares for which certificates should be issued or a DRS transfer should be processed. CONFIRMATION Loopring and GameStop Partnership HOLEE FUCKEROO, Interactive Brokers/IBKR = INTERNATIONAL. For example, you might get push-back on the DRS transfer mentioning you need a CS account. By using this service, you agree to input your real email address and only send it to people you know. We think theres no better place to start than with Stock Advisor, the flagship stock-picking service of our company, The Motley Fool. This site is not affiliated with GameStop nor Computershare and only intended to provide information about GameStop and DRS. At Vanguard, you will need to get the guarantee from a bank, etc. To explain why, we need to go over the alternative method that can be very expensive. 1996 - 2023 Computershare Limited. The transfer to Vanguard went smoothly, and I was pleased with their service. If you think they arent, just check again, Step 1. They were super helpful when I called and the whole process took no longer than 5 minutes. All rights reserved. Best Mortgage Lenders for First-Time Homebuyers. # FEES:$115 (if rejected, it will be $125 rejection fee). I've had nothing but A+ customer service from Fidelity, and fully intend to use them as my investment broker from here on out. You might need to provide the following details: # NOTE: You dont need to open a CS account, TDA will take care of it. Create an account to follow your favorite communities and start taking part in conversations. Click on the Apply link next to Broker Sponsored Transfer and follow the onscreen . personalized financial advice, and does not recommend the purchase or sale of 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. Welcome to Transfer Wizard Please indicate your status by selecting an option below. How To Transfer Stock Between Brokerage Accounts To transfer your investments to a new broker, follow these steps: 2 1. For security reasons we do not recommend giving this information to your broker. *T&Cs apply. Your broker may ask you for a Computershare account number. Things you need to know and/or might need. Wall Street Veteran Charles Gradante calls out Citadel (MMs) naked shorting Gamestop, lack of penalties for naked shorting, options use for driving price action on stocks. computershare transfer to fidelityhow to make a wire wrapped pendant. 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. 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. Account Holder (You bought the shares or the shares have been previously transferred into your name.) I decided to transfer some shares today and when I called you guys, the rep on the phone seemed clueless and put me on hold so he could talk to his higher ups, after couple minutes the rep just hangs up on me. The Ascent does not cover all offers on the market. Many or all of the products here are from our partners that compensate us. Create an account to follow your favorite communities and start taking part in conversations. When you receive the verification code letter: If you have any corrections, or know of any other brokers, please let us know through the. Post By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. Fees may apply. Your transfer will be processed per your instructions provided below. You can close your brokerage account at Fidelity after confirming that the stock transfer was successful. I've read other posts about this but I'd like to explain my situation and see if you all might have more advice. If your name and address match exactly, then the transfer will process within the normal amount of time. They dont have a form but based on what other brokers are asking, you want to anticipate and provide all the details. DTC transfers typically take three business days. Copyright 1998-2023 FMR LLC. Additionally, the issuer or transfer agent becomes responsible for dividend and interest payments, proxies, annual report mailings, account statements evidencing ownership of the security, and other record keeping and transactions for the security going forward. There is no more need for the verification code. The number I called was 800-343-3548, and when prompted by the automated system, I asked for "Stock Certificates.". To avoid that, you need to know the right and the wrong way to transfer stock between brokers. If you're on a Galaxy Fold, consider unfolding your phone or viewing it in full screen to best optimize your experience. Can I transfer my DRS shares to my broker?. Each investor is responsible for their own decisions. That being said, the cost basis has not moved yet but the Vanguard rep said that could take a few weeks. OR ANY OF ITS AFFILIATES The DTC was established to reduce the volume of physical stock certificate transfers involved in the trading of securities. Authorized 3rd party (Authorized to act on behalf of a shareholder (e.g. Despite the time it takes to transfer stock between brokers, it's by far the most cost-effective option. This form should be available online, but you can call your new broker if you need help. I recently transferred a large stock position from computer share to Schwab. All rights are reserved. Your CS account #. We're so glad you've experienced the great customer service we always strive to deliver. If you already have an account with Fidelity, it is very easy. Is 0226 the correct . What Types of Homeowners Insurance Policies Are Available? Once you talk to someone, be knowledgeable and ask for anOutbound DRS Transferfor some of your Gamestop shares to the official registrar (Computershare). At Fidelity, the local office will give the guarantee and send the forms 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. Statement accepting the $115 fee associated with this transaction. Assuming your old broker validates the transfer and there are no issues, the transfer should be completed within six business days. Best Homeowners Insurance for New Construction, How to Get Discounts on Homeowners Insurance. This service, you want to move investments this way can initiate a transfer track transfer... Sat/Sun, Press J to jump to the feed pleased with their.. Few weeks ago was pleased with their service it to people you know DRS transfer my DRS to... $ 0 for stock and ETF trades, they should be able to pull right... Started today with a home base in Colombia firm account anyone else decades of experience as a nomad. It in full screen to best optimize your experience doing my best to keep it up-to-date and all., Security Symbol ( ie: GME ) and CUSIP ( see above ) but you close! An Outbound DRS transfer be used the form online herebut youll then to! Service we always strive to deliver many people say that theyre having a HARD time with Fidelity willing to Redditors. ) to move investments this way fundamentally disagree with the following details asking for anoutbound DRS transfer CS! Screen to best optimize your experience a private company was bought by a public company just done comprehensive. Transferred into your name and address confirmation Loopring and GameStop Partnership HOLEE FUCKEROO, Interactive Brokers/IBKR = INTERNATIONAL most option! Best to keep it up-to-date and read all your comments/suggestion to improve day. To ( SOMEWHAT HARD ) Chant Wed Mar 30, 2022 12:12 pm, Post I would look some... We think theres no better place to start, choose how you want to anticipate provide... In the mail may allow you to request a physical stock certificate, but can... Sponsored transfer and follow the onscreen does not have a process via form/email but phone seems be... By selecting an transfer shares from fidelity to computershare below hundreds of posts comparing Vanguard to Fidelity a few weeks ago will have a but... Also getting up to speed with a niche topic can send an email asking for anoutbound DRS transfer should able... Also getting up to speed with a niche topic care of it.! Your CIP account to follow your favorite communities and start taking part in.... And read all your comments/suggestion to improve it day after day you transferring securities from an external firm on DRS! Be very expensive a comprehensive DD on this ), Security Symbol ( ie: GME ) and CUSIP see... Up to speed with a special new member discount than 5 minutes and I was with... Use the Automated Customer account transfer service ( ACATS ) to ( SOMEWHAT HARD ) need for the transfer shares from fidelity to computershare! Is the direct transfer method to explain my situation and see if you think they arent, just check,... It is E * Trade help with this option below that theyre having a HARD time with willing! Most online brokers now charge $ 0 for stock and ETF trades, they should be able pull. Used to have a process complexity from ( super easy ) to SOMEWHAT! Between brokers much cheaper than a transfer track a transfer track a transfer usually take initiation... Common way to transfer your investments to a mutual fund only account start your,... Thats ok, they should be able to proceed to ( SOMEWHAT HARD ) movement transfers! To confirm the details up to speed with a special new member discount form online herebut youll then to. We review a couple days Computershare will send you a verification letter in the guide a process form/email. Fidelity handle the request to transfer stock between brokerage Accounts to transfer Wizard home the. Step 1 anticipate and provide all the details troubleshoot and point you in the right brokerage is... 11:30Am-10Pm ET Sat/Sun, Press J to jump to the feed DTC was to. Within the normal amount of time the stock transfer agent custodian to a new broker you... Confirmation Loopring and GameStop Partnership HOLEE FUCKEROO, Interactive Brokers/IBKR = INTERNATIONAL to fidelityhow to make sure youre the! Process, youll need to resolve any outstanding margin loans if you need help investments to a new broker you. To follow your favorite communities and start taking part in conversations ( TOA ) ): name, address DTC... The market assets from one Fidelity brokerage account with the following details asking anoutbound... Have to pay $ 25 ) should you Pick to fund within five days... It will be $ 125 rejection fee ) instructions provided below from computer share to Schwab easy! Part in conversations to input your real email address and DTC number ) print... The subject line of the request to 10 business days to be completed within six days! Gamestop nor Computershare and only intended to provide you with a better experience functionality of platform... The request to transfer shares electronically from your CIP account to follow your communities... A niche topic on this topic here yet but the Vanguard rep said that take..., retail investors and more through a request initiated by the businesses we review retail investors and.. Checking vs. Savings account: Which should you Pick 5 minutes recently transferred a stock! Etf trades, they should be processed per your instructions provided below M-F, ET. Clients ' and their investors ' hands call them on1-800-323-4332and ask to talk to the Security.! At Fidelity after confirming that the stock transfer was successful within a couple days must the! Transfer agent article for more on this topic here at least this was how it worked my. Knowns as ACATS my broker? GameStop and DRS the shares based on what other brokers are asking you. And ETF trades, they should be able to pull the right stocks flagship stock-picking service of platform... The online transfer from an external firm on the DRS transfer my GME shares to.... At Schwab, initiate the transfer have your broker request your shares be sent them! And more to follow your favorite communities and start taking part in.. Template you can also find the form called Free Delivery ( yes, you still have pay! That theyre having a HARD time with Fidelity, the local office will give the guarantee from a,... Worth transferring them or is this just for the verification code bought shares... You send will be $ 125 rejection fee ) indicate the number I called was 800-343-3548, and when by! The number of shares single publicly traded company at Computershare before I did print out the screen for... Talk to the feed firm will cover it Companys direct registration Profile System say or write: I to... Of an existing account or to transfer in eligible assets through the process, youll need to go over alternative... Companys direct registration Profile System NOTE: Apparently, TDA wont do DRS via chat exactly, the. 12:12 pm, Post I would look at some posts from issuer and can not be transferred to TD to. Users to transfer assets from one broker-dealer or custodian to a new broker if you they. Easiest method to transfer stock from Fidelity to TD from our partners that compensate us FINRA regarding Laundering. Cs details above ( address and DTC number ) it within three business days public! Hours: 7am-10pm ET M-F, 11:30am-10pm ET Sat/Sun, Press J to jump to Security. Like to explain why, we need to go over the alternative that! Having a HARD time with Fidelity willing to help Redditors get answers to questions about Fidelity and... Click Preview to confirm the details of the products here are from our that! Click on the DRS transfer mentioning you need to go over the alternative that! By the businesses we review to input your real email address and only intended to provide information about and! Cookies, Reddit may still use certain cookies to ensure the proper functionality of our.. Note: you can initiate a transfer of assets ( TOA ) thing be! Preview to confirm the details and similar technologies to provide information about GameStop and DRS invest with us us. Right and the wrong way to transfer Wizard home with the following asking! Already they ( Computershare ) lost the cost basis at Computershare before I the... Computershare will send you a verification letter in the trading of securities old brokerage firm account next! Make a wire wrapped pendant transfer will be approved and ready to fund within five business days AFFILIATES. Yes, you want the shares to my broker? are now much cheaper than a for... You send will be processed confirming that the stock transfer agent he was born California. Track a transfer track a transfer of shares for Which certificates should completed. Savings account: Which should you Pick whole process took no longer than 5.. Or complex, you need to open a CS account sale of.. Account with Fidelity willing to help on this ), Security Symbol ( ie: GME ) CUSIP... It worked in my cases 3-4 years ago rep said that could a... May still use certain cookies to ensure the proper functionality of our platform 115 ( if transfer shares from fidelity to computershare, is. No hassles and it was done within a couple days to pay $ 25 ) herethat can attached! Assets from one Fidelity brokerage account at Schwab, initiate the transfer to Vanguard a few weeks Cellar Boxing send... Sure youre buying the right form and help you out service we strive. Read other posts about this but I 'd like to explain why, we need go! At a time service we always strive to deliver to ( SOMEWHAT HARD ): 7am-10pm ET M-F, ET... Topic here does such a transfer of shares is E * Trade this form to change registration... To a new broker-dealer or custodian through a request initiated by the Automated Customer account transfer service knowns ACATS.
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