You'll then get a verification link to your email. You copied the sentence from the Fidelity section. SoFi to Fidelity Route: Open an account with Fidelity. 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). It's seriously retard-proof. Step 2. I FIRST purchased on CS a couple of weeks ago, and waited for my purchase to settle BEFORE beginning the transfer. You can save post by clicking the banner in the upper right. Step 2. They have a form allowing to do a Transfer out for DRS (see step 2). This will take roughly 3 days. Step 2. - 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). <]/Prev 51848>> Login using the username, and password you have created. TLDR: Called Friday Morning, shares in Computershare today (9/28). 0000018605 00000 n Step 1. This site is not affiliated with GameStop nor Computershare and only intended to provide information about GameStop and DRS. This sexy ape called u/Bibic-Jr is keeping a good log of all brokers. xref The Direct Registration System (DRS) allows registered securities to be held in electronic form without having a physical security certificate issued as evidence of ownership. How many shares?" Funny thing, the only prompt he had was that i was calling about transferring shares out, i never . hb```f`` m @195@W7y`Bi `:-- hA1*dkX]l/4H?"r^W5~| Ex{B@2aA V@pbf '5 They don't have a form but based on what other brokers are asking, you want to anticipate and provide all the details. Access Issuer Online. Call them on 1-877-284-9830 (Asset Transfer Team) or 1-800-323-4332 (seems like Schwab is pushing back on that second #) and ask to talk to the Security Team. The Transfer Wizard will provide step-by-step instructions, walk you through the transfer process and assist you in completing the online form. From what I understand it takes 4-5 days. Individuals. When transferring positions, your broker should be asking or giving you the choice on the tax method you'd like to use to transfer your positions. Welcome to Transfer Wizard Home With the Computershare Transfer Wizard, transferring your shares is easy. SoFi charges a $115 fee to DRS transfer to Computershare. Say: I want an outbound DRS transfer of my GME shares to Computershare. Your shares are held in book-entry form. Once you submit your transfer request, youll receive a confirmation number. I'll get your DRS to Computershare for Gamestop going. Login using the username, and password you have created. You'll need to provide the following details: # NOTE: You don't need to open a CS account, E*Trade will take care of it# IMPORTANT: You need sufficient funds on your account when starting this process.# IMPORTANT 2: Using the phone method, you can transfer without the fund requirement.# FEES: None but you will need $US500 on your account as a guarantee until E*Trade confirms that GME is an on-exchange security (NYSE) with a registrar.# PROCESS COMPLEXITY: # TIMING: 5-10 days# METHOD: Preferred method: Phone . Your account number, your name, your phone number, your email. If your name and address match exactly, then the transfer will process within the normal amount of time. Create an account to follow your favorite communities and start taking part in conversations. If you are prompted by the automated system, say "stock certificates" to be connected with the correct Customer Service representative. You can also use the Chat function. This can be for a few reasons, such as a middle initial existing on one account, but not the other. Step 2. When my plan plays out I fully intend to put money back in fidelity for my investments. For example, you might get push-back on the DRS transfer mentioning you need a CS account. All rights reserved. Fidelity is super friendly and helpful for transferring to computershare. 0000020008 00000 n I agree to the fee of $100 US associated with the DRS transfer). Took 3-4 business days for the order to process and roughly a week in total time for the shares to be settled. You can also do Online form, Step 1. Issuer Online. Head to Secure Mail to return the form. Investor Center. # Note: You don't need to open a ComputerShare account, Fidelity TD Ameritrade will take care of it as part of the process. You've got this! (Check the preface FAQs for more on this), # NOTE: V will take care of opening CS account# FEES: $0# PROCESS COMPLEXITY: # TIMING: ~5-7 days# METHOD: Phone. Hi! If you have bought all the dips Shitadel has given you, you might need to fill more than one table as follow: Investment Name: GameStop Corp / CUSIP: 36467W109 / Shares: 5 / Lot Acquisition Size: 02/02/2021 / Lot Acquisition Cost: $3, Investment Name: GameStop Corp / CUSIP: 36467W109 / Shares: 10 / Lot Acquisition Size: 03/03/2021 / Lot Acquisition Cost: $15. If you bought all your shares all at once, you probably just need to fill one table. NOTE: You'll see a note on top of the form for a $500 fee. If you are not planning on selling these, why do you care if they are in transit? See below: Ticker: GME CUSIP: 36467W109 ComputerShare details: COMPUTERSHARE TRUST COMPANY, N.A. In most scenarios, you'll be able to transfer vested shares, which are shares that are secured in your possession. Call the CS US number on +1 877-373-6374 and press *99 (or 0) twice then state it's for Gamestop. BOX 505000 LOUISVILLE, KY 40233-5000 COMPUTERSHARE'S DTC NUMBER: 7807 ----------------- Fidelity (US) Then, Fidelity would manage your DRS transfer in a few days (about 3) so no reason to not bring them business. When you transfer or sell DRS shares, the transaction takes Put a statement agreeing to the fees, (eg. Fidelity is a popular choice for being free . This is a repost of my initial DRS series. They are the designated transfer agent for 37.4% of the market. More than that, your broker is probably dodgy in one way or another. From here you can follow the Fidelity guide located. Said they've had several thousand individuals make this request. Download, print, fill, and scan the Fidelity form called 'Transfer Shares as a Gift - NonRetirement' (Note this is to transfer shares that are NOT in a registered account with tax benefits for retirement). So far, I've outlined the phone method (still below) but apes have reported this has to be done over a form and sent via the secure mail interface. I've also uploaded a filled template on imgur to help apes fill it correctly. Although YMMV, it was so much easier than even the most optimistic folks on here had implied so I wanted to share my experience and process if only to add another reference, or hopefully to dispel some FUD and show how you can have a similar experience. If you are in the US or Canada, you can check u/BananyaBangarang who has put together an awesome guide. Press question mark to learn the rest of the keyboard shortcuts. I stated the quantity of GME, and LIFO (Last In, First Out). - Well, it's a bit weird. 0000018659 00000 n I'm keen to include other brokers like Revolut, Degiro, WealthSimple, Schwab, Vanguard, and E*Trade so feel free to DM if you have details. Your Public account number, full name, phone number, email address, Tax ID/SSN. u/yolosapeien has done a really comprehensive guide on how to fill the form. Press question mark to learn the rest of the keyboard shortcuts, https://www.reddit.com/r/Superstonk/comments/pmsq3u/transferring_shares_to_computershare_a_stepbystep/, https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf. It can take 3-5 business days for the lots to show correctly on Fidelity.com. 0000012256 00000 n Step 4. See below: #Note: You don't need to open a ComputerShare account, Fidelity will take care of it as part of the process. Employee Online. Contact your contra br oker and indicate to them that you hold shares in a Fidelity Stock Plan Account that you would like to transfer to your account with this contra broker. You'd like Express Post ($35 for US / $45 for international). To verify online, Computershare will ask some security questions based on info they take from LexisNexis. I have a fidelity cash brokerage account. This site is not affiliated with GameStop nor Computershare and only intended to provide information about GameStop and DRS. As the Company's transfer agent, Computershare keeps a record of your shares on the Company's register of owners. Create an account to follow your favorite communities and start taking part in conversations. Just click on 'Compose' > 'New Ticket' > 'Funds & Banking' > 'Position Transfers' and type a fancy subject line like "Outbound DRS Transfer - Computershare" or something easy for them to identify. Manage your employee portfolio, access tools and support features Our goal is to help Redditors get answers to questions about Fidelity products and services, money movement, transfers, trading and more. Then Confirm to submit the request. Step 3. Gamestops stock split that occurred on July 21, 2022, did not affect the ability to DRS shares of GME. 0000027453 00000 n Updated: Jan 26 SoFi charges a $115 fee to DRS transfer to Computershare. Make a stock purchase. Like if you moved them all into there, is it easy to sell and trade them OR are these the infinite pool shares? 4 minutes. Make sure you can transfer your shares. I called Fidelity to initiate a DRS transfer of my shares to Computershare! 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. Download, print, fill, scan and return. How To Contact Fidelity Customer Service (Skip the Wait), How to Transfer from Charles Schwab to Fidelity, How to Transfer Stocks to a Fidelity Roth IRA. Manage your share portfolio, update your details, access tax forms, view balances and more. The date now is Friday, September 24. Step 1. Step 1. Do they use PFOF? and our Step 2. INTERNATIONAL APES: you'll need to fill a W8-BEN form. How To Check Your Total Commissions & Fees on Fidelity. 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. How can I, as an Australian, buy direct through computer share? Open an account with Fidelity. They should have a secured message center. Your broker may ask you for a Computershare account number. On the same day, I called the number for fidelity (as seen in the stickied post), stated "stock certificates" and was asked to verify my login details to my account via my phones numpad. 0000029697 00000 n Was literally just about to request a guide, but alas. Send them an email along with the attachment. # PROCESS COMPLEXITY : (Phone) / (Form/Secured online message), # METHOD: Phone or Form/Secured online message, Step 1. - See bottom of this post for more on this. One last thing, be patient and kind with the customer service reps on both the broker side and CS side. endstream endobj 10 0 obj <> endobj 11 0 obj <> endobj 12 0 obj <>/ExtGState<>/Font<>/ProcSet[/PDF/Text]/Properties<>>> endobj 13 0 obj <> endobj 14 0 obj <> endobj 15 0 obj <> endobj 16 0 obj <> endobj 17 0 obj <> endobj 18 0 obj <> endobj 19 0 obj <>stream Download, print, fill, and scan the form called 'Transfer Out - Direct Registration System and Certificate Request'. Thanks op. M1 Finance charges a $115(US) fee for each DRS transfer. r/Superstonk I just moved 1/2 my shares to Computershare and it was easy peasy! Our team is always happy to help. Login to your account and head to Help and Settings >> Forms and Applications >> Search for 'Outgoing partial transfer' and click 'e-sign'. 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fidelity drs transfer to computershare