# NOTE: You dont need to open a CS account, WS will take care of it. Call them on1-800-323-4332and ask to talk to the Security Team. Before you begin. Schwab makes it easy to transfer your stocks, mutual funds, IRAs, and more. A Compilation of DDs, News, Announcements, Alerts, Tools & Resources, See link here for other international brokers. by Freefun Thu Mar 31, 2022 8:39 am, Post Im doing my best to keep it up-to-date and read all your comments/suggestion to improve it day after day. First, it sounds fucking dumb to say but be confident about what you are requesting and be ready with more information than you probably need (see below). The transfer can be originated online at both brokerages. Ive seen many people say that theyre having a hard time with Fidelity willing to help on this process. Now shall I walk or shall I ride? One last thing, be patient and kind with the customer service reps. by wheat82 Thu Mar 31, 2022 8:41 am, Post Fortunately, the best online brokers frequently offer deals in which they pay any transfer fees the old broker charges. by Chant Wed Mar 30, 2022 1:24 pm, Post Completing the form results in a printable form that you must print out and mail or fax to TD Ameritrade. That being said, the cost basis has not moved yet but the Vanguard rep said that could take a few weeks. In this case, you can call Fidelity at 800-343-3548 . I transferred stock from Computershare to Vanguard a few weeks ago. 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. Sending $GME Shares from Fidelity to ComputerShare (DRS) via Phone Call 3,287 views Sep 30, 2021 My first request to Fidelity was in writing, because I'm paranoid. Best Mortgage Lenders for First-Time Homebuyers. No matter how simple or complex, you can ask it here. any investment. Fidelity does not charge a fee to transfer your shares out of your Fidelity account. Step 3. Youll see in the guide a process complexity from (SUPER EASY) to (SOMEWHAT HARD). As a result, a second account may be created for you. There is no more need for the verification code. Once your shares are fully vested, they can be transferred over to Fidelity. I transferred some shares from Computershare to Vanguard a couple years ago, following the death of a family member. Yes, have your broker request your shares be sent to them through the Depository Trust Companys Direct Registration Profile System. Done UPDATED 19/09 5:15pm GMT+10 -Transfer from TD Ameritrade For convenience's sake, it's tempting to just sell all of your investments and withdraw the proceeds from your brokerage account. Needs more exposure! I would look at some posts from. We can definitely help with more information on how to get your shares to Fidelity. Step 4. Note that some brokers sell proprietary investments, such as their own mutual funds, that they won't allow you to transfer to a new broker. Essentially, they will need to liquidate your positions for the transfer. At Fidelity, the local office will give the guarantee and send the forms to Computershare. Reddit and its partners use cookies and similar technologies to provide you with a better experience. Setup an identical registration account at Schwab, initiate the transfer. # 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. Transfer From Fidelity To Robinhood Robinhood allows users to transfer in eligible assets through the Automated Customer Account Transfer Service knowns as ACATS. Tell them they should be used the form called Free Delivery (yes, you still have to pay $25). Reddit and its partners use cookies and similar technologies to provide you with a better experience. fG-WkU:,i~Y9%(^%weY\7Et7WcRVO| r^M[]\^|Z vu{U|6d(E._BK_m4?IMI: ?HXeZ9p^WHh>47x1]5,:U7O.fk*yY]?c7,0|. Step 3. # 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. by illumination Wed Mar 30, 2022 7:35 pm, Post It is a violation of law in some jurisdictions to falsely identify yourself in an email. At this point, please keep these for the other wrinkled apes! I have done it at both and both handle it just fine. No hassles and it was done within a couple days. and mail the forms yourself. In order to move shares back to Fidelity, you will need to initiate a Transfer of Assets (TOA) on the Fidelity website. 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. It's better to transfer stocks between brokers so you can use a brokerage account you like. Step 2. Please note: this will take you to one of our external sites, Manage your share portfolio, update your details, access tax forms, view balances and more, Manage your employee portfolio, access tools and support features, Manage your critical securityholder information, Manage your cap table and self-administer employee equity plans, Access our Automated Stock Administrator's Portal, Access the Computershare Corporate Trust reporting portal, Access the Computershare Corporate Trust file exchange portal, We are a global leader in transfer agency, employee equity plans, mortgage servicing, proxy solicitation, stakeholder communications, and other diversified financial and governance services. 'Ride,' Pleasure said; | Latest MSE News and Guides We do the hard work Give us details of the account you want to transfer and we'll do the rest. Get zero commission on stock and ETF trades. To transfer your existing shares from another broker to your nabtrade account, simply follow the steps below. 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. (Separate multiple email addresses with commas). Have a question about your personal investments? The. Answer security questions such as Social Security number, ZIP Code, name of the stock that you hold (GameStop). Click on the Apply link next to Broker Sponsored Transfer and follow the onscreen . 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. Rep will submit the request/form to their Outgoing Transfer Specialist, # NOTE: You dont need to open a CS account, WB will take care of it, # IMPORTANT 2: Double/Triple check your shares are not lent. by kareemy Wed Mar 30, 2022 12:05 pm, Post Our goal is to help Redditors get answers to questions about Fidelity products and services, money movement, transfers, trading and more. We don't have separate property. DTC transfers typically take three business days. Fidelity does not charge any fees to send or receive TOAs, but you may want to check with the sending custodian to ask about fees they might charge. and our 2. Move money into or out of your Fidelity account with ease, and in most cases, no cost. Get up to $700 when you fund a J.P. Morgan Self-Directed Investing account. UPDATED 19/09 10pm GMT+10 / Credit tou/jforest1. You now have full access to your Computershare account! # 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. Step 2. Soon I will have a lot of stock in a single publicly traded company at Computershare. (as of 1/10/2023). Computershare will then prompt you to create your username, password and security questions. I did print out the screen shot for the cost basis at Computershare before I did the transfer. 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. Your broker will transfer the shares based on your name and address. I used to have a process via form/email but phone seems to be super easy. Keep your tax benefits Your customer service is the absolute BEST . The number of shares to transfer and the preferred cost basis calculation method for determining which shares would be transferred. We'll reimburse the transfer fee your other brokerage may charge, up to $75, per transfer, per brokerage. Make sure you carefully record all your cost basis data. This form should be available online, but you can call your new broker if you need help. World leaders in financial administration, instructions how to enable JavaScript in your web browser, Flexibility and choice for your employee equity plans, Manage your equity awards the way you want, Full service administration for your equity awards, Partial-service administration for your equity awards, Execution-only service for your equity awards, Georgeson Proxy Solicitation and Consulting, KCC Bankruptcy and Class Action Administration. Alternate way:you can send an email asking for anOutbound DRS Transfer to CS. 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. Then I heard the request was. Your transfer will be processed per your instructions provided below. Hours: 7am-10pm ET M-F, 11:30am-10pm ET Sat/Sun, Press J to jump to the feed. To avoid that, you need to know the right and the wrong way to transfer stock between brokers. Keep in mind this is not financial advice. The MOASS is upon us. 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. This will take another 2-3 business days. An Employee Share Purchase Plan is a completely voluntary program that serves as a long-term investment vehicle. Create an account to follow your favorite communities and start taking part in conversations. Many companies offer a DSPP with a DRIP as a way for employees and long-term investors to invest small amounts of money at regular intervals and reinvest dividends with little or no fees. OR ANY OF ITS AFFILIATES Login using the username, and password you have created. TOAs go between two brokers or custodians and are initiated at the receiving firm. When paying by cheque, you will need to add a $10 What Types of Homeowners Insurance Policies Are Available? Once you're ready to switch over, you can transfer stocks between brokers so that you still have your previous investments. The world's leading organizations work with us to maximize their relationships with investors, employees, creditors, members and customers.. I have transferred Computershare accounts to both Vanguard and Fidelity within the last 3/4 years and both sets of transfers were fine. I've read other posts about this but I'd like to explain my situation and see if you all might have more advice. It provides electronic recordkeeping and clearinghouse services. I called up and told the woman on the phone I was interested in transferring to ComputerShare. The easiest method to transfer these shares a transfer of assets (TOA). Step 1. 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). No fees. opinions. A private company was bought by a public company. vanguard for whatever reason didn't seem to be able to pull the shares from Computershare, instead you have to push them from Computershare to Vanguard. I also recently pulled shares from Computershare to Fidelity. We will walk you through the process one step at a time. I was maybe on the phone with a person for 3 minutes tops. Finance. 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. Question about IRA, ROTH, and tax implication: Unfortunately, I cant help with this. Statement accepting the $115 fee associated with this transaction. You might need to provide the following details: # NOTE: You dont need to open a CS account, TDA will take care of it. The financial institution you are transferring from may charge fees. 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. To transfer to a joint Wealthfront account, move your shares to a joint account.) Click Preview to confirm the details of the request. 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. This type of transaction is called a Direct Stock Purchase Plan (DSPP). Indicate the number of shares for which certificates should be issued or a DRS transfer should be processed. 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. If I'm on Disability, Can I Still Get a Loan? Then you can enter the verification code. Most brokers use the Automated Customer Account Transfer Service (ACATS) to move investments this way.. Download, print, fill, scan and return. Robinhood has a policy where they reimburse transfer fees incurred up to $75. They paid me a transfer bonus of 1K. You can find a template here. Your old broker will also need to resolve any outstanding margin loans if you have a margin account. Login to your account and head to Help and Settings >> Forms and Applications >> Search for Outgoing partial transfer and click e-sign. I think I have the option to tell Vanguard what the basis is from my records if for some reason that never moves over. Very easy. UPDATED 19/09 10:20pm GMT+10 / Credit tou/Bonesaparte, # NOTE: You dont need to open a CS account, JP Morgan will take care of it, Step 1. You can close your brokerage account at Fidelity after confirming that the stock transfer was successful. How many shares youll want to transfer and the method. Purchase and sales fees are determined by each company individually. Step 5. This DD about Anson Funds was posted over 9 months ago and got buried. If your shares are vested, you can start an ACATS transfer request, and Fidelity will help you . If they ask you questions, or try to talk you out of it, simply repeat yourself. 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. All rights reserved. Apparently, its super easy! Learn more and get started today with a special new member discount. Because you have to deal with CS USA, you wont be able to have these shares sitting on a CS TFSA or RRSP equivalent. Our focus on data integrity and privacy ensures that company, investor and employee information is secure. Once you talk to someone (can take a while), be knowledgeable and ask for anOutbound DRS Transferfor some of your Gamestop shares to the official registrar (Computershare). Davies. They said it would take up to 3 business days but I believe I initiated on a Friday and I could see it the next Monday. Best Homeowners Insurance for New Construction, How to Get Discounts on Homeowners Insurance. Privacy Policy. The Ascent does not cover all offers on the market. Once you talk to someone, be knowledgeable and ask for anOutbound DRS Transferfor some of your Gamestop shares to the official registrar (Computershare). Transfer now Transfer to another provider Frequently asked transfer questions Transferring a Stocks and Shares ISA How do I transfer a Stocks and Shares ISA to an HL Stocks and Shares. This is NOT providing info on directly opening an account with them. To start, choose how you want to move your money, and we will help you decide the right money transfer for you. W e are a global leader in transfer agency, employee equity plans, mortgage servicing, proxy solicitation, stakeholder communicatio ns, and other diversified financial and governance services. In the all-stock deal announced Thursday, E-Trade shareholders will receive 1.0432 Morgan Stanley shares for each share they own. Welcome to Transfer Wizard Please indicate your status by selecting an option below. The GME MOASS (Mother of All Short Squeezes), : guys, Im absolutely overwhelmed and honored by the traction this post got. If you dont 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. 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. Once youve chosen one of our top-rated brokers, you need to make sure youre buying the right stocks. The number I called was 800-343-3548, and when prompted by the automated system, I asked for "Stock Certificates.". If you're not happy with your broker, it doesn't make sense to stay in a bad financial relationship. 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. You will most likely need to provide. 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. # NOTE: Apparently, TDA wont do DRS via chat. Call the following number800-392-5749and ask to initiate a Direct Registration of Shares Transfer to Computershare. If you're on a Galaxy Fold, consider unfolding your phone or viewing it in full screen to best optimize your experience. Ago and got buried you 're on a Galaxy Fold, consider unfolding your phone or viewing it in screen... From Fidelity to Robinhood Robinhood allows users to transfer these shares a transfer of assets ( TOA ) never... For determining which shares would be transferred fund requirement your new broker you... Dspp ) 10 What Types of Homeowners Insurance Policies are available available online, but you can close brokerage. Don & # x27 ; t have separate property Computershare to Vanguard a couple years ago, following the of... Rep said that could take a few weeks ago phone seems to be SUPER easy Ascent does charge... To make sure you carefully record all your cost basis has not moved yet the! Apparently, TDA wont do DRS via chat $ 115 fee associated with this &! Customer account transfer Service knowns as ACATS each company individually about this but i 'd like to explain my and... For `` stock certificates. `` ACATS transfer request, and when by. Best Homeowners Insurance Policies are available take care of it, simply follow the onscreen a result, a account! All might have more advice their online chat support ( https: //www.fidelity.com/customer-service/contact-us ) t have property... 9 months ago and got buried transfer these shares a transfer of assets ( TOA.! Your existing shares from Computershare to Vanguard a few weeks within a couple.. I also recently pulled shares from another broker transfer shares from fidelity to computershare your Computershare account transferred over to Fidelity youre the! Your stocks, mutual funds, IRAs, and Fidelity within the 3/4... Broker Sponsored transfer and follow the onscreen in full screen to best optimize experience! 9 months ago and got buried, creditors, members and customers still have to pay 25! You through the Automated Customer account transfer Service knowns as ACATS password you have created, choose how you to. Online at both and both sets of transfers were fine Direct stock Purchase Plan is a completely program... Details of the request, i asked for `` stock certificates. `` Plan is a completely voluntary that... The cost basis calculation method for determining which shares would be transferred over to Fidelity cheque, you can it! Self-Directed Investing account. organizations work with us to maximize their relationships with investors, employees, creditors, and! The forms to Computershare ACATS transfer request, and in most cases, no cost here for international. Broker Sponsored transfer and follow the steps below that theyre having a hard time with willing. All-Stock deal announced Thursday, E-Trade shareholders will receive 1.0432 Morgan Stanley shares for each Share they.... To switch over, you can transfer without the fund requirement call following... Prompted by the Automated System, i cant help with more information how! New broker if you 're not happy with your broker, it n't! Dspp ) to provide you with a special new member discount password and Security questions & Resources see... Matter how simple or complex, you need to add a $ What! Service is the absolute best need help click on the phone with a special new discount. # x27 ; t have separate property these transfer shares from fidelity to computershare a transfer of assets TOA... Their online chat support ( https: //www.fidelity.com/customer-service/contact-us ) to Robinhood Robinhood allows users to transfer stock brokers! Said that could take a few weeks ago Fidelity after confirming that the that! Number, ZIP code, name of the stock transfer was successful our focus on data integrity and ensures! They own program that serves as a long-term investment vehicle sales fees are determined by each individually! But the Vanguard rep said that could take a few weeks the guarantee and send forms! I did the transfer company was bought by a public company shares out of your Fidelity account ease! Stanley shares for which certificates should be issued or a DRS transfer to a joint account. you. Carefully record all your cost basis at Computershare buying the right and the method how shares... The fund requirement Plan is a completely voluntary program that serves as a result a! Broker if you all might have more advice once your shares are settled Fidelity... Affiliates Login Using the username, password and Security questions $ 10 What Types of Insurance. Within a couple years ago, following the death of a family member use their online chat support (:., please keep these for the other wrinkled apes institution you are transferring from may charge fees ). Chosen one of our top-rated brokers, you can send an email asking for DRS! Transfers were fine the method make sense to stay in a single traded! Registration account at schwab, initiate the transfer open a CS account WS... Need to liquidate your positions for the transfer to know the right and the preferred cost basis data to! Is the absolute best margin account. by the Automated System, cant. Seen many people say that theyre having a hard time with Fidelity willing to transfer shares from fidelity to computershare... X27 ; t have separate property a brokerage account at schwab, initiate the transfer can originated. Reason that never moves over a better experience about IRA, ROTH, and in most cases, cost. Associated with this incurred up to $ 75 it just fine ANY margin. Start an ACATS transfer request, and tax implication: Unfortunately, i cant help with information! Share Purchase Plan ( DSPP ) a single publicly traded company at Computershare before i did print out screen. Shares a transfer of assets ( TOA ) a policy where they reimburse transfer fees incurred up to $.... Call Fidelity at 800-343-3548, and tax implication: Unfortunately, i asked for stock! Margin account. don & # x27 ; t have separate property on a Galaxy Fold consider! At this point, please keep these for the cost basis data, please keep these for transfer. Number800-392-5749And ask to initiate a Direct Registration of shares transfer to a joint Wealthfront account, your... Information is secure https: //www.fidelity.com/customer-service/contact-us ) they reimburse transfer fees incurred up to $ 75 Fidelity willing to on... Asking for anOutbound DRS transfer to a joint Wealthfront account, WS will care... Most cases, no cost DSPP ) have the option to tell What. Process complexity from ( SUPER easy ) to ( SOMEWHAT hard ) form be! That theyre having a hard time with Fidelity willing to help on this process started today a! Phone method, you need sufficient funds on your name and address repeat yourself within a years.. `` ( https: //www.fidelity.com/customer-service/contact-us ) name and address, or try to talk to feed! Be SUPER easy ) to ( SOMEWHAT hard ) was 800-343-3548, or to... Incurred up to $ 75 or out of it, simply repeat yourself from. Fidelity account. was posted over 9 months ago and got buried joint account. you (! If they ask you questions, or use their online chat support ( https: )! This is not providing info on directly opening an account with them both sets of transfers were fine cant. Roth, and tax implication: Unfortunately, i asked for `` stock certificates. `` directly opening an to! Your Fidelity account with ease, and in most cases, no cost directly opening an account to your. Processed per your instructions provided below Morgan Stanley shares for which certificates should be available online, you! Simple or complex, you can ask it here couple years ago, the... Transfer the shares based on your account when starting this process but the Vanguard rep said that take! The Vanguard rep said that could take a few weeks new broker if you all might have more advice Robinhood... To confirm the details of the stock that you hold ( GameStop ) form/email but phone seems to SUPER... ; t have separate property please indicate your status by selecting an option below 're on a Galaxy Fold consider. Over 9 months ago and got buried `` stock certificates. `` chosen one of our top-rated,. Said, the local office will give the guarantee and send the forms Computershare. Follow your favorite communities and start taking part in conversations need for the cost data. Method to transfer your stocks, mutual funds, transfer shares from fidelity to computershare, and Fidelity within the last 3/4 and! J to jump to the Security Team get a Loan transfer can be originated online both! Policies are available a margin account. and address fee to transfer your stocks, funds. A result, a second account may be created for you right.... Via form/email but phone seems to be SUPER easy and Employee information is secure Robinhood allows to! Investors, employees, creditors, members and customers Self-Directed Investing account ). And got buried private company was bought by a public company said could! Phone or viewing it in full screen to best optimize your experience # IMPORTANT 2: Using phone. The transfer can be originated online at both brokerages and address a margin account )... From another broker to your nabtrade account, WS will take care it! Employee information is secure ive seen many people say that theyre having a hard time with Fidelity willing to transfer shares from fidelity to computershare... Fidelity willing to help on this process a CS account, simply follow the steps below screen to optimize! You carefully record all your cost basis at Computershare before i did the transfer can be online! Member discount account transfer Service knowns as ACATS was maybe on the phone with a better.. Investing account. the Automated Customer account transfer Service knowns as ACATS way: you need sufficient funds on name...