You can then set up your account. Direct Registration System (DRS) Transfers and how we lend shares. Step 3. Fidelity will pull your shares from Public. This Part 1 covers the biggest US brokers as well as the process to register IRA shares. From here you can follow the Fidelity guide located here. Here is something I found really quickly. Step 1. International apes can certainly buy and transfer into CS. 0000028740 00000 n I did not need to provide any other information. Okay, so I put in a buy order on CS. Print, sign, and scan the Letter of Instruction. How do I view the full number? 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 . Do your DD. 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 Welcome to Transfer Wizard Home With the Computershare Transfer Wizard, transferring your shares is easy. Step 2. In my case, it took 3 days. You'll need to fill a letter of instruction. 0000024294 00000 n Press J to jump to the feed. If you start subsequent DRS transfer and want these shares to go to your existing CS account, quote your CS account number to your broker. They don't have a form but based on what other brokers are asking, you want to anticipate and provide all the details. This will take roughly 3 days. It's seriously retard-proof. Step 2. Access Employee Equity Plans. NOTE: You can also request Express to receive that special code. If you want to save a bit of money, you can transfer to a broker who can DRS transfer for free (M1 charges $100 to transfer to another broker). Once your your shares and $100 are settled in Public, you can send them a Letter of Instruction. # NOTE: You don't need to open a CS account, Ally Invest will take care of it. He knew. # IMPORTANT: You need sufficient funds on your account when starting this process. ComputerShare is not some shady company. u/PM_Your_Green_Buds has written a post for Canadians about delays. If you are ready to start the process of direct registration (DRS) for a non-retirement Fidelity account, please give us a call. Computershare Trust Company, N.A., P.O. Employee Online. This will take another 2-3 business days. Answer security questions such as Social Security number, ZIP Code, name of the stock that you hold (GameStop). A place for theoretical discussions about business and stocks - specifically GameStop Stock ($GME). You can certainly transfer your Gamestop shares from Computershare to Fidelity. Edit: I'm putting a strikethrough this Avanza process as it's been outlined that Avanza is now claiming they can't do a transfer unless a CS account is open. Direct Registration is the way. Total call time ~7 minutes. 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. Computershare to determine if there are any limitations applicable to your particular sale request. You can find a template here . Thanks for reaching out to us. 0000003169 00000 n We can't take DRS for granted. For security reasons we do not recommend giving this information to your broker. Once scanned, send it via the secure message center in the TDA interface (when logged in). DON'T HESITATE TO FLEX UP. Direct link for TDA form: https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf. Call the following number 1-800-343-3548 and say it's for 'stock certificates'. Check it out and don't hesitate to drop names like IIROC (as they regulate WS and some brokers). The Transfer Agent's name, DTC number, and address. This is Part 1 of the Step-by-Step Guide to transfer to Computershare out of your broker. 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 ). Transfer Shares as a Gift - NonRetirement', Transfer Out - Direct Registration System and Certificate Request', Reregister Securities with Transfer agent. Step 1. 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). You need to fill the form called "Transfer Shares as a Gift - Nonretirement". DTC# 7807. The last ones? 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. I did this process and was told by fidelity they require an account number so I have to do it all over again. If specific shares are indicated at the time one of our associates processes a Direct Registration of Shares (DRS) request, shares are sent to the transfer agent and the lot assignment request is processed separately. From here you can follow the Fidelity guide located here. This can be done online when you are logged into your CS account. So read the questions carefully. Call the following number 1-800-756-0128 1-800-343-3548 and say it's for 'stock certificates' Step 2. 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. I was looking into how I can drs x amount of shares to CS? 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. Opinions and memes welcome. The stock you want to transfer along with CUSIP and quantity. Step 2. If you ask Fidelity, they can reimburse the $75 transfer fee. Once you talk to someone (can take a while), be knowledgeable and ask for an Outbound DRS Transfer for some of your Gamestop shares to the official registrar (Computershare). 0000012256 00000 n This is for issuance of a Certificate, not a DRS transfer. Issuer Online. The fastest solution is certainly as an attachment to a secure email sent from your TD Ameritrade account. See bottom of this post for more on this. Someone in another specific stock related subreddit is writing a how-to for DRSing ira shares, it sounds like there's some tax id setup required. # Important: You need to have the $50 available on your account for the fees. I eat yellow crayons for breakfast and my last IQ test came at 69 so this is NOT financial advice. Check the box next to the security for which a certificate should be issued or a DRS transfer should be processed. 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. 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). 0000028985 00000 n Up to you but feel free to download my letter template and fill your details. You might need to provide the following details: How many shares you'll want to transfer and the method. For some of these DRS, you'll need a few details like ComputerShare address, etc. Make a stock purchase. The stock (GameStop), its ticker (GME), and its CUSIP (36467W109). ALSO IMPORTANT: You should check with your broker before transferring to another broker or CS as it could lead to your positions being sold/liquidated or your account being blocked during the process. Chat Method - Start a 'Ask TED' chat and ask for an Outbound DRS Transfer or call 1-800-652-4584 and request to talk to someone for an Outbound DRS Transfer. If the shares having been purchased at the earliest several weeks ago made a difference? Buckle up. 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. Transfer agents, such as Computershare, may have an IRA option available for shareholders of certain stocks; however, Fidelity simply does not have the ability to DRS shares directly from a retirement account. . Step 3. 0000014651 00000 n 0000003697 00000 n You can call CS right away and request an express package. etc). If not, then it will take another 2-3 business days. INTERNATIONAL APES: you'll need to fill a W8-BEN form. Section 2: This is basically YOU and YOUR details. Step 2. Step 4. Step 1. You've got this! In my case, it took another 1-2 days. 0000017465 00000 n You now have full access to your Computershare account! You can save post by clicking the banner in the upper right. Just call them as you initiate the verification process. 9 45 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. Weirdly enough, the shares are still in the Fidelity account, too. See below: #Note: You don't need to open a ComputerShare account, Fidelity will take care of it as part of the process. When you go through 'Ask TED', the agent will fill the form for you, Step 2. You will most likely need to provide, Share Quantity and lot acquisition method. 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