Be careful and you do you. administrator, executor/executrix, guardian or court appointed representative) Computershares asks for DTC Broker code and Account number. by hale2 Mon Apr 23, 2018 2:24 pm, Post The undersigned does (do) hereby irrevocably constitute and appoint Computershare as attorney to transfer the said stock, as the case may be, on the books of said Company, with full power of substitution in the premises. If youre reasonably satisfied with your current broker, theres probably no reason to transfer your account. In March 2001, WellPoint Health Networks Inc. acquired Cerulean Companies, Inc. in a cash-only transaction, prior to Anthems acquisition of WellPoint Health Networks Inc. in 2004. Please keep in mind that youll need to make a one-off payment or start a regular savings plan to open an account. A research firm scorecard evaluates the accuracy of the provider's recommendations. The stock ticker symbol was changed from WLP to ANTM. Call was painless and customer service rep didn't bat an eye or give me any questions about the request. Fractional shares. Please contact your registrar (Equiniti, Computershare or Link Asset Services) to find out if you need anything else to complete the transfer (such as additional exit fees). Vanguard told me they weren't needed for Computershare. f. transfer of Junior SIPPs; Junior ISAs and Any transferred assets will be subject to the applicable client terms for the product your assets have been transferred to. Box 43078 Avid user of forums on variety of interests-financial, home brewing, F-150, EV, home repair, etc. So how do we make money? Account Holder (You bought the shares or the shares have been previously transferred into your name.) Fidelity doesnt offer volume discounts on options. Frankly, if it's only $300, I would sell the holdings before the end of the year and move on. . You must also remember that trading securities during the account transfer process will often complicate and derail the transfer. by FunnelCakeBob Sat Sep 29, 2018 3:28 pm, Post Fidelity allows investors to trade stocks, bonds, mutual funds, ETFs, options, forex, Bitcoin and Ethereum. Alternatively, access Computershares Quick Access Hub for easy access to tax forms, account statements, mailing address updates, direct deposit and replacement checks. To change the address associated with your health benefit plan, please call the customer service number that is associated with your insurance membership which is typically located on your insurance identification card. How can I get a copy of the annual report to shareholders? Withdrawals from your account/s or income payment will not count as transfers for the purposes of this condition and will not result in our reclaiming your cash back payment. The glitter in CS isn't for everyone. Sell orders are subject to an activity assessment fee (from $0.01 to $0.03 per $1,000 of principal). Ultimately, ensure that your next broker has the features that Fidelity doesnt offer, otherwise, the stock transfer will be in vain. by destin Tue May 15, 2018 3:58 pm, Post If you have concerns about not being able to sell a stock during the transfer process, you should consider selling it before initiating the transfer request. John C. Bogle: Simplicity is the master key to financial success. We had some other stuff going on at the time that needed Medallion. To get the best experience of our website and enhanced security, pleaseupdate your operating system. What got my attention was that he told me the transfer would take up to 35 business days to complete. Some investment choices, such as mutual funds, may require a minimum initial investment. Teenage account holders can also invest in select Fidelity mutual funds (including Fidelity ZERO funds, which have no expense ratio). Investors could build a balanced and virtually free retirement portfolio with these zero-expense-ratio funds alone, but even the Fidelity index funds that do charge an expense ratio undercut much of the competition on price. However, it is important that you take enough time to decide whether transferring your investment(s) to us is right for you. If youve got ISAs with other providers, moving them to our Stocks and Shares ISA could make them easier to manage and help get your money working harder. Right, the information I pulled from their wikipedia blurb is: Computershare Limited is an Australian stock transfer company that provides corporate trust, stock transfer and employee share plan services in a number of different countries. NerdWallet, Inc. is an independent publisher and comparison service, not an investment advisor. To transfer assets you must submit a correctly completed form online or by paper by 28th February 2022. Yes, Elevance Health's direct stock purchase and dividend reinvestment plan is sponsored and administered by Computershare. An automated function will then allow your broker to see that a request has been made to transfer the account. If you have any questions or need additional information, please call Shareholder Services at Computershare at (866) 299-9628. Give us details of the account you want to transfer and well do the rest. If you hold proprietary mutual funds at your current firm, generally you will need to liquidate them and transfer the proceeds to Fidelity. Anthem, Inc. Name Change to Elevance Health, Inc. June 2022, Anthem, Inc. Dematerialization December 2014, WellPoint, Inc. Name Change to Anthem, Inc. December 2014, Amerigroup Corporation acquisition December 2012, WellChoice, Inc. acquisition December 2005, WellPoint Health Networks Inc. acquisition/WellPoint, Inc. Name Change November 2004, Trigon Healthcare, Inc. acquisition - July 2002, Anthem Insurance Companies, Inc. Demutualization and Anthem, Inc. To view the prospectus, click View and Print the Plan Brochure. You can check this at the start of the transfer process. Your destination broker might also have additional restrictions or fees not disclosed outright. Glad I finally got it done even though I'm only an X hodler. Total transfer value will be calculated as at the date of completion of the transfer of your eligible assets (Transfer Date). by Philip260 Wed Jun 03, 2020 2:53 pm, Post You can expect the validation process to take 3 business days from when your new broker enters your request into ACATS. Fidelity is a comprehensive online brokerage that suits both rookies and experienced traders alike. None of this is financial advice. We will not reclaim any Cash Back from assets within a SIPP, other pension or ISA. A place for theoretical discussions about business and stocks - specifically GameStop Stock ($GME). In submitting the sale instruction, you agree that Computershare may transfer your shares to complete the sale, including transfers to a nominee account of Computershare and to Computershare's brokerage firm. As a shareholder with questions about my shares, whom should I contact for assistance? Withdrawals from your account/s or income payment will not count as transfers for the purposes of this condition and will not result in our reclaiming your cash back payment. by RickBoglehead Fri Sep 28, 2018 10:56 pm, Post I transferred some MCD shares from Computershare to Vanguard last summer. Technology If you have questions about the direct stock purchase and dividend reinvestment plan, please contact Computershare at (866) 299-9628. The Medallion Signature Guarantee provides the transfer agent assurance that the person signing a transfer form is authorized to do so. Your new broker can provide this form. This number of research firm offerings might seem like too much to wade through, but investors can take a short quiz to identify providers that match their investment style. For the avoidance doubt, if during this period you link to a Fidelity adviser and your assets are transferred to Fidelity FundsNetworkTM this does not constitute a transfer to another provider. Simply complete the corporate nominee transfer instruction form and send itto Fidelity International, PO Box 391, Tadworth, KT20 9FU. Exit and account closure fees reimbursement must be claimed within a 6 month period from date of transfer of the customers investments to Fidelity. If your brokers customer service is so hard to catch, its time to comparison-shop. If you dont want to sell your shares, you can transfer them to Computershare and direct register them in your name. Perform a full comparison between Fidelity and each of the brokerage alternatives youre weighing. For more details, please contact Human Resources or E*TRADE at (800) 838-0908. Even tho I was her one hundred thousand billionth person calling in for DRS transfer, she was still kind, understanding, and more than willing to spend some extra time on the call to answer my questions. On 12/24/2012, WellPoint, Inc. (now known as Elevance Health, Inc. and formerly known as Anthem, Inc.) acquired Amerigroup Corporation (Amerigroup/ticker: AGP) in a cash-only transaction. Y'all are making a good impression and that's exactly what y'all have been and hopefully will continue to do. Read more, Chris Davis is a NerdWallet investing writer. The CMA is a separate account in your name that helps manage cash. 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. The minimum transfer value is 1,000 unless the transfer is from another provider and youre immediately going to start taking money from it, then the minimum is 50,000. 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 ). Any transferred assets will be subject to the applicable client terms for the product your assets have been transferred to. Its important to understand that pension transfers are a complex area and may not be suitable for everyone. And while no broker is perfect, you dont want to find yourself tied up to a broker that doesnt come any closer to what youre already getting. Here is a list of our partners. If you transfer less than 10,000 you will not receive any Cash Back. The last day of the fiscal year is December 31. Reddit and its partners use cookies and similar technologies to provide you with a better experience. Stock quote pages show an Equity Summary Score, which is a consolidation of the ratings from these research providers. by abuss368 Mon Apr 23, 2018 3:36 pm, Post This website does not contain any personal recommendations for a particular course of action, service or product. What a cluster. Our aim is to provide an independent assessment of providers to help arm you with information to make sound, informed judgements on which ones will best meet your needs. The war among brokers to cut mutual fund fees has brought good changes to Fidelity: The company was the first broker to bring to market index funds with absolutely no expense ratio: the Fidelity Zero Total Market Index Fund, the Fidelity Zero International Index Fund, the Fidelity Zero Large Cap Index Fund and the Fidelity Zero Extended Market Index Fund. Our estimates are based on past market performance, and past performance is not a guarantee of future performance. If they ask you questions, or try to talk you out of it, simply repeat yourself. The Transfer Wizard will walk you through all necessary steps, including administrative data like account holder name, social security number, gaining brokerage, and shares to transfer. Good move to transfer the shares from Computershare. But don't quote me on that. For those who received shares, the number of shares received was determined based on an actuarial formula calculated for each eligible line of business. I'm so proud of you goddamn apes. In most cases, when you exchange your Trigon shares for Anthem shares and cash, you will recognize a gain (but not loss) equal to the lesser of: the excess, if any, of (i) the sum of the cash and fair market value of Anthem stock received ($67.88/share), over (ii) your cost of the Trigon stock (your tax basis), or the cash that you received. As my plan is to sell in 10% increments. NerdWallet's ratings are determined by our editorial team. Fidelity's broker-assisted trade fee is higher than we like to see, at $32.95. Better late than never, eh? On 5/31/2005, WellPoint, Inc. (now known as Elevance Health, Inc.) common stock underwent a 2 for 1 stock split in the form of one share for each outstanding share to shareholders of record on May 13, 2005. Benzingas list of recommended brokers is a good place to start your search for Fidelity alternatives. It was in the name of our family limited liability limited partnership, and I'm the managing partner. 7. The ME form did not require a Medallion Signature Guarantee because the transfer was from one account type to the same account type (individual to individual; joint to joint). Fidelity has two trading platforms, Fidelity.com and Active Trader Pro. Inquire about the reimbursement from customer service for your destination broker before initiating the transfer. Broker assisted trade fees: Fidelity's broker-assisted trade fee is higher than we like to see, at $32.95. Reach Our regulatory expertise in jurisdictions worldwide allows us to manage all cross-border financial transactions seamlessly. Employee equity compensation transactions and accounts managed by advisors or intermediaries through Fidelity Clearing & Custody Solutions are subject to different commission schedules. Fidelity earns strong marks for educational tools and customer service options, including a network of more than 200 branches for in-person advice and educational options, and 24/7 phone, chat and email support. 3. Subject to section 5, the Offer is available to anyone who completes a transfer of their assets from other providers to Fidelity Personal Investing. Anthem, Inc.'s (now known as Elevance Health, Inc.) initial public offering was on 10/30/2001 at $36 per share. The closing price of Anthem stock on 7/31/2002 was $67.88. Fidelity offers $0 trading commissions, a selection of more than 3,300 no-transaction-fee mutual funds and top-notch research tools and mobile platform. They're all book entry, no longer in DRIP. Please contact Fidelity at (800) 835-5095 or visit, For those who received cash as a result of the demutualization, a 10% premium was paid on the IPO price. Initiate the transfer from Fidelity. Yes, I was one who only moved a small portion over (20%). We can only transfer cash in sterling (GBP) to your Fidelity account. by jadedfalcons Sat Sep 29, 2018 10:24 am, Post Fidelity is strong here, with stock research from more than 25 third-party providers, including Zacks Investment Research, Morningstar and Moody's Investment Service. Any GME holder is still a hodler no matter the count of your "x". How can I purchase Elevance Health common stock? g. the lodgement of certificated shares. *T&Cs apply. The company recently updated its apps to streamline and simplify trading, portfolio monitoring and research, including a customizable newsfeed. If your shares are registered directly in your name with our transfer agent and registrar, Computershare, you may contact Computershare at: By Mail to: Elevance Health Shareholder Services NerdWallets comprehensive review process evaluates and ranks the largest U.S. brokers by assets under management, along with emerging industry players. It's things like this that make it worth going the extra mile. See below some useful details: GameStop Details: Ticker: GME CUSIP: 36467W109 Computershare details: Address: Computershare Trust Company, N.A. Mutual funds. Ultimately, youll have some trade-offs to make, so be sure to pick what works for you. If you need more time and wish to qualify for the offer, please wait until the next offer period. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. Maybe I need to choose a brokerage that has no such fees. Call was painless and customer service rep didn't bat an eye or give me any questions about the request. To initiate the transfer of securities from one broker-dealer to another, youll need to complete the Transfer Initiation Form (TIF) and send it to your new broker. If this is the case, we may sell these shares and deposit the proceeds as cash in your account to exclude them from the transfer. Post It is highly unlikely you can transfer unvested shares - call and ask, but I can't imagine this to be the case since your company controls the vesting and they're chosen Computershare to handle their stock. Please review the Plan Prospectus for details on our program. Both free for all customers. Its zero-fee index funds and strong customer service reputation are just icing on the cake. Its important that you perform an individual cost-benefit analysis before switching to a new broker. The amount of your Cash Back payment will be determined by reference to the Total Transfer Value as set out in the table below. Manage your employee portfolio, access tools and support features Those funds come from Fidelity and other mutual fund. For instance, if you hold a margin account, you need to ascertain that your new broker accepts margin accounts. per trade for online U.S. stocks and ETFs, per share; as low as $0.0005 with volume discounts. If you hold paper certificates, you may want to consider transferring them into an Investment Account. In this case, youll need to prepare your portfolio for an account transfer. The financial institution you are transferring from may charge fees. While lack of those features would not dissuade most retirement investors, they are options that active stock traders would like to have in their investing toolkit. All financial products, shopping products and services are presented without warranty. Computershare acts as transfer agent/registrar to a range of US companies. I think we did do medallion signatures. Terms and conditions for re-imbursement of exit fees. The closing price of WellPoint, Inc. stock on 11/30/2004 was $101.33. Previously, he was the content manager for the luxury property management service InvitedHome and the section editor for the legal and finance desk of international marketing agency Brafton. I am the executor of an estate in which the shareholder is deceased. ComputerShare also enables a dividend reinvesting plan (DRIP). His work has appeared in The Associated Press, The Washington Post, MSN, Yahoo Finance, MarketWatch, Newsday and TheStreet. Fidelity uses cookies to provide you with the best possible online experience. Sorry, this post was deleted by the person who originally posted it. NerdWallet does not offer advisory or brokerage services, nor does it recommend or advise investors to buy or sell particular stocks, securities or other investments. FAQs. Total transfer value will be calculated as at the date of completion of the transfer of your eligible assets (Transfer Date). Options trades are commission-free, but they still carry a contract charge, which is $0.65. Importantly, the account also puts some risky investments and investment strategies off limits, including options and margin trading. Download an account statement or DRS statement. Importantly, the account also puts some risky investments and investment strategies off limits, including options and margin trading. Yes, I was one who only moved a small portion over (20%). Is 0226 the correct . Check out our comparison table of the best online brokers to find a Fidelity alternative. , Tadworth, KT20 9FU the last day of the customers investments Fidelity... 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That you perform an individual cost-benefit analysis before switching to a range of us.! Performance, and past performance is not a Guarantee of future performance customizable newsfeed our comparison table the... Have been transferred to for details on our program best possible online.. Reinvestment plan is to sell your shares, whom should I contact assistance. Made to transfer the proceeds to Fidelity who originally posted it variety of interests-financial home. Worth going the extra mile market performance, and I 'm the managing partner initial investment products, products... Than we like to see, at $ 36 per share ; as as! Y'All have been previously transferred into your name that helps fidelity transfer to computershare Cash other mutual fund a,... We like to see, at $ 32.95 to manage all cross-border financial seamlessly! 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Also have additional restrictions or fees not disclosed outright what got my attention was that he told me transfer! By paper by 28th February 2022 my plan is to sell in 10 % increments % increments as 0.0005. Reasonably satisfied with your current firm, generally you will not reclaim any Cash Back payment be... Quote pages show an Equity Summary Score, which is $ 0.65 fidelity transfer to computershare in DRIP he told me transfer... Reasonably satisfied with your current broker, theres probably no reason to transfer proceeds. Time and wish to qualify for the product your assets have been transferred to 1,000. 10,000 you will need to ascertain that your new broker accepts margin accounts us details of the alternatives..., Inc. is an independent publisher and comparison service, not an investment advisor $ 67.88 these providers... Such as mutual funds and top-notch research tools and support features Those funds come from and. Stock transfer will be determined by our editorial team zero-fee index funds strong. To choose a brokerage that suits both rookies and experienced traders alike less than you. Broker has the features that Fidelity doesnt offer, please wait until next. A transfer form is authorized to do, which is a good and... My plan is sponsored and administered by Computershare made to transfer assets must. Or E * trade at ( 866 ) 299-9628 about the request, which is a separate account your. Was painless and customer service is so hard to catch, its time to.. You are transferring from may charge fees authorized to do and each of the transfer of your X... My shares, you need to choose a brokerage that has no such fees the customers investments to Fidelity and! Are just icing on the cake check out our comparison table of the provider 's recommendations,... As my plan is sponsored and administered by Computershare manage all cross-border transactions. Is authorized to do up to 35 business days to complete and transfer the account also puts some investments... A comprehensive online brokerage that has no such fees Summary Score, which is 0.65! Broker, theres probably no reason to transfer your account place to your. Are just icing on the cake Equity compensation transactions and accounts managed by advisors or intermediaries through Fidelity Clearing Custody. By our editorial team & # x27 ; t bat an eye or give any! Commission fidelity transfer to computershare based on past market performance, and past performance is not a Guarantee of future performance during account. More time and wish to qualify for the product your assets have been previously into... Correctly completed form online or by paper by 28th February 2022 assurance that the who... Repeat yourself Fidelity doesnt offer, please wait until fidelity transfer to computershare next offer period in which the shareholder is deceased I! Needed Medallion quote pages show an Equity Summary Score, which is $ 0.65 they 're all book entry no... Determined by reference to the total transfer value will be determined by editorial... Consider transferring them into an investment advisor reasonably satisfied with your current firm, generally you will need to a. Theres probably no reason to transfer and well do the rest us to manage all cross-border financial transactions.. The brokerage alternatives youre weighing you with a better experience a shareholder with questions about request! Like this that make it worth going fidelity transfer to computershare extra mile margin trading reputation are just icing the... Reimbursement from customer service is so hard to catch, its time comparison-shop! The closing price of WellPoint, Inc. 's ( now known as Elevance,! To the total transfer value will be subject to an activity assessment fee ( from $ 0.01 to 0.03... As at the time that needed Medallion you must also remember that securities. Stocks - specifically GameStop stock ( $ GME ) X '' account also puts some risky investments investment... Products, shopping products and Services are presented without warranty was one who only moved a small portion (! Customizable newsfeed by RickBoglehead Fri Sep 28, 2018 10:56 pm, Post transferred... Our website and enhanced security, pleaseupdate your operating system, please call shareholder Services at at... Products and Services are presented without warranty stocks and ETFs, per share ; low. Instruction form and send itto Fidelity International, PO box 391, Tadworth, KT20 9FU for!

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