This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $100. I have a super smooth brain! M1 Finance charges a $115(US) fee for each DRS transfer. If you are transferring a US shareholding from Computershare such as Thomson Reuters or Mondelez International, you will also be required to complete a W-8BEN form. This is NOT a broker-to-broker transfer, this is a transfer to an official registrar, a transfer agent to get shares in your name. There is no more need for the verification code. You'll then get a verification link to your email. First In, First Out aka FIFO - The first shares you bought will be transferred first. I've also uploaded a filled template on imgur to help apes fill it correctly. - Once again, you have to be clear about your investment strategy. This will take another 2-3 business days. You'll need to set up your account with personal details, 3 security questions and a password. Automated Stock Adminstrator's Portal If you are in the US or Canada, you can check u/BananyaBangarang who has put together an awesome guide. Step 2. 0000004245 00000 n 0000011472 00000 n r/Superstonk I just moved 1/2 my shares to Computershare and it was easy peasy! 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 is not some shady company. So read the questions carefully. With your Letter of Instruction complete, write an email to: hello@public.com. YOU CAN ALSO USE NAASA FOR ASSISTANCE. With IBKR it's a simple process, I am currently in it. I want to do a Direct Registration System (DRS) of $GME stock to Fidelity. Return. Updated: Jan 26 SoFi charges a $115 fee to DRS transfer to Computershare. They will start the process. As the Company's transfer agent, Computershare keeps a record of your shares on the Company's register of owners. You can find a template here . Here is something I found really quickly. Call the CS US number on +1 877-373-6374 and press *99 (or 0) twice then state it's for Gamestop. hb```f`` m @195@W7y`Bi `:-- hA1*dkX]l/4H?"r^W5~| Ex{B@2aA V@pbf '5 This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $100. The world's leadi ng organizations work with us to maximize their relationships with investors, employees . I have a fidelity cash brokerage account. When you receive the verification code letter: If you have any corrections, or know of any other brokers, please let us know through the. 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. Computershare to determine if there are any limitations applicable to your particular sale request. Step 1. 0000018659 00000 n This can be done online when you are logged into your CS account. This Part 1 covers the biggest US brokers as well as the process to register IRA shares. It's worth checking if you can't find your broker in Part 1, Part 2, Part 3 or 4. From start to finish it took two days to get mine transferred. For the reason for transfer, you can put something like "I want to register my GME shares with ComputerShare", Step 4. 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. This will take roughly 3 days. Please note: this will take you to one of our external sites, Manage your cap table and self-administer employee equity plans. International apes can certainly buy and transfer into CS. I have issued an updated guide available here (https://www.reddit.com/r/Superstonk/comments/pmsq3u/transferring_shares_to_computershare_a_stepbystep/) This will help to TRANSFER a portion/all of your GME shares to Computershare. Form is available on the Fidelity website here, Step 4. 2. ork with your contra broker to complete the International Transfer Request Form (see attached). You'll need a few details ready (Your TDA Account, the security name, your name, DOB, SSN or Tax ID #, Custodian's name, your address). I called Fidelity to initiate a DRS transfer of my shares to Computershare! I am waiting on my account number. In my case, it took 3 days. Make sure you follow up with them. You'll need to fill a letter of instruction. The stock you want to transfer along with CUSIP and quantity. Investor Centre. "What happens once the transfer has gone through with my broker?" If you want to save some money, you could transfer to Fidelity for a slightly lower fee. When you transfer or sell DRS shares, the transaction takes A DRS transfer shouldn't take more than 3-7 days. 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. We have collected feedback from our Reddit posters about wanting that capability, but at this time we are only able to DRS shares from a non-retirement account. This will be used to create your CS account. I FIRST purchased on CS a couple of weeks ago, and waited for my purchase to settle BEFORE beginning the transfer. When you go through 'Ask TED', the agent will fill the form for you, Step 2. You need to use CAPITAL LETTERS and BLACK INK. Fidelity is super friendly and helpful for transferring to computershare. DRS is share ownership without paper stock certificates. As stated above, they are not a broker yet the shares will show on your CS account, not your existing broker account. You can also find the form online here but you'll then have to download, print, fill, scan and return. As a result, some investors were not able to transfer their GME shares to Fidelity. Box 505005, Louisville, KY 40233-5005. At that point, they should be able to pull the right form and help you out. 9 0 obj <> endobj Click here to learn more about making the switch to DRS and how this solution can help your company.. I was told that Computershare do support retirement accounts. Hi! This is outlined for each broker below and; The process with CS (ie: create your account, register your account). From my POV, it's a plus. You'd like Express Post ($35 for US / $45 for international). The Transfer Agent's name, DTC number, and address. See page 14 for contact information. It's seriously retard-proof. # Important: You need to have the $50 available on your account for the fees. The DRS provides protection against risk in the case of a brokerage going bankrupt, and it is safer than holding paper certificates. How do I view the full number? 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. This guide covers the following brokers: Interactive Brokers/IBKR (, , , , , , , , , , , , , , ), German Apes, check the post from u/exzellenzzz in the German sub, TLDR: A guide on how to DRS your shares to Computershare from TD Ameritrade (), Fidelity (), Commsec (), Interactive Brokers/IBKR (I), Avanza (), Edit3: Corrected DTC's number for CS from 50108 to 7807. Login using the username, and password you have created. If you don't 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. Say: I agree to the $115 fee to DRS transfer. For now, I'm waiting for more verifications. YOU TRANSFER TO ANOTHER BROKER WHO CAN DO IT FASTER (Personally, I like Fidelity): In that case, you could initiate a broker to broker transfer (Transfer from your original broker to the new broker (ie: Fidelity). If not, then it will take another 2-3 business days. Return via email. You need to fill the form called "Transfer Shares as a Gift - Nonretirement". Call the following number 1-800-343-3548 and say it's for 'stock certificates'. Computershare will then prompt you to create your username, password and security questions. Happy to investigate further if any apes want. How can I, as an Australian, buy direct through computer share? 0000000016 00000 n Then Confirm to submit the request. Fidelity will pull your shares from Firstrade. Access Employee Equity Plans. Step 3. Public charges a $100(US) fee for each DRS transfer. Step 1. If you want to save some money, you could transfer to Fidelity for a slightly lower fee. Step 2. TLDR: This is an update done on 14 Sept 2021. Create your account after shares have settled in 6-7 days. Print, sign, and scan the Letter of Instruction. Step 2. Check with Vanguard whether to sign or not sign the back of the stock certificates. Check it out and don't hesitate to drop names like IIROC (as they regulate WS and some brokers). Someone made a post where he transferred some shares and sold one and the timeframes. DTC# 7807. Things you need to know and/or might need. 53 0 obj <>stream Gamestops stock split that occurred on July 21, 2022, did not affect the ability to DRS shares of GME. Hope this clears things up! "What happens to my shares once they are 'transferred' to CS?" If youre on the fence about transferring, like I was as Arnold would say, just do it! I understand what an outbound DRS transfer is, and I accept the fees associated with the transfer. # NOTE: You don't need to open a CS account, WF will take care of it# FEES: $0# PROCESS COMPLEXITY: # TIMING: ~3-4 days# METHOD: Form/Secure Email. # Note: You don't need to open a ComputerShare account, Fidelity TD Ameritrade will take care of it as part of the process. Step 1. This can be handwritten or typed, but it must be signed with wet ink. If having verified my account details in CS online, as well as verifying my account via prompt before speaking with an agent on Fidelity's end made any impact? Download, print, fill, scan and return. From here you can follow the Fidelity guide located here. You might need to provide the following details: How many shares you'll want to transfer and the method. Check the post from this awesome ape u/youniversawme, For Canadian and International apes, because you have to deal with CS USA, you plainly don't have the capacity to transfer a registered account (TFSA, etc) unless you liquidate your position with your broker (occurring a tax event). The number of shares to transfer and the preferred cost basis calculation method for determining "which" shares would be transferred. As a result, some investors were not able to transfer their GME shares to Fidelity. The broker and Computershare will take care of the transfer and open a Computershare account for you. Press question mark to learn the rest of the keyboard shortcuts. For more information, you can refer to our most recent Hot Topic post: Direct Registration System (DRS) Transfers and how we lend shares. You can wait 3-5 business days for the verification letter, or you can verify your identity immediately online. Fidelity to Computershare DRS transfer. Home Support Articles How to DRS Your GME Stock Share to Fidelity. For some of these DRS, you'll need a few details like ComputerShare address, etc. If you are in the US, you can follow this kick-ass guide from u/BananyaBangarang. Step 3. 0000003697 00000 n Once your your shares and $100 are settled in Public, you can send them a Letter of Instruction. I've been in this since January and at this point am mostly zen to the fuckery. # PROCESS COMPLEXITY : (Phone) / (Form/Secured online message), # METHOD: Phone or Form/Secured online message, Step 1. Head to Secure Mail to return the form. 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. Step 2. Your broker may ask you for a Computershare account number. The Direct Registration System (DRS) is a secure registration method for investors who don't want their stock registered in the name of their brokerage firm. Step 1. It can take 3-5 business days for the lots to show correctly on Fidelity.com. 4 minutes. KEEP THE FOLLOWING IN MIND: AS PER FINRA RULE 11870, YOUR BROKER HAS 3 DAYS TO DO A TRANSFER TO ANOTHER BROKER (NOT DRS). Our goal is to help Redditors get answers to questions about Fidelity products and services, money movement, transfers, trading and more. For some of these DRS, you'll need a few details like ComputerShare address, etc. Step 1. This can be for a few reasons, such as a middle initial existing on one account, but not the other. SoFi to Fidelity Route: Open an account with Fidelity. Simply return your forms (and. Just search the form on your favourite search engine by typing something like: "transfer shares as a gift fidelity pdf". When you receive the verification code letter: If you have any corrections, or know of any other brokers, please let us know through the. 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. Optional: If you want the shares ordered in Last In First Out (newest shares transferred first), or First In First Out (oldest shares transferred first). Step 2. Computershare will then prompt you to create your username, password and security questions. A safe place for apes who like the stock $GME. Last month, there was a technical difficulty within Fidelity that prevent DRS transfer from happening. Say or write: "I want to DRS transfer my GME shares to Computershare". If you want to try and save some money, you can transfer to a broker who can DRS transfer for free. Step 1. Fidelity will pull your shares from Public. etc.._1W1pLIfaIb8rYU6YeTdAk6{margin-right:6px}._1H6Meh6ZAemKxOJDOEasfK{border-radius:50%;box-sizing:border-box;height:20px;margin-left:-8px;width:20px}._1H6Meh6ZAemKxOJDOEasfK:first-child{margin-left:0}._30vlMmCcnqKnXP1t-fzm0e{display:inline-block;margin-left:-8px;position:relative} To fill the bottom part of Section 2 "Gifting Instructions", you'll see a few tables for the Investment Name. 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. Your login for CS is totally unrelated to your broker's login. Computershare, along with Wells Fargo Shareowner Services, Broadridge Financial, and Amstock are all popular stock transfer agents. "What happens if MOASS starts while the shares are being transferred?" I was instantly allowed access to my account (no waiting in the mail as I've seen reported here.) This is a restricted community. 1. Last month, there was a technical difficulty within Fidelity that prevent DRS transfer from happening. They are the designated transfer agent for 37.4% of the market. Thanks for sharing your experience with us, u/dft-salt-pasta! You can also use the Chat function. Mais oui! When it asks you how you want to fund your account, select transfer from another brokerage. 0000001840 00000 n - That question has been floating around lately. Send them an email along with the attachment. If you are still having second thoughts please do not be afraid or hesitate! Obviously, my IQ is around 3, the same as Stevie C's dick size and I regularly eat crayons for breakfast so this is NOT financial advice. Its important to make sure you evaluate if a DRS transfer is right for you. I'm Diego, 38, and I currently reside in New York. Access Investor Centre. Is It Safe To Link My Bank Account to Fidelity Full View? You will most likely need to provide, Share Quantity and lot acquisition method. 0000014651 00000 n You need to fill the form called "Transfer Out - Direct Registration System (DRS) and Certificate Request". hi, my shares got transferred as i understood, but how you got Computershare account? Step 1. Just call them as you initiate the verification process. Once that's done, CS will ask for a special token code (kinda 2FA)and that code is sent by snail mail. startxref Box 505005 Louisville, KY 40233-5005 (888) IBM-6700 (United States, Canada and Puerto Rico) (781) 575-2727 (all other areas) ibm@computershare.com You will need to send a letter of instruction (ie: "yo, change this to what i want!"). This can be handwritten or typed, but it must be signed with wet ink. Best to go buy a share on computer share then drs from fidelity. BOX 505000 LOUISVILLE, KY 40233-5000 COMPUTERSHARE'S DTC NUMBER: 7807 ----------------- Fidelity (US) 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. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. I think they've outsourced some of their live support due to increased volume. You need to fill the form called "Non-ACAT Transfer Out of Commsec". u/yolosapeien has done a really comprehensive guide on how to fill the form. Create an account to follow your favorite communities and start taking part in conversations. Start a buy order, they will withdraw from your bank and they do large buy orders every Thursday. 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. If a Participant prefers to sell shares through his/her broker, a request for transfer of book-entry shares, or the issuance of a stock certificate, must be made to Computershare by telephone or in writing. Buckle up. 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. If not, then it will take another 2-3 business days. Transferred?, you can send them a Letter of Instruction shares you bought will be.! And press * 99 ( or 0 ) twice then state it 's a simple process, i am in... Check it Out and do n't hesitate to drop names like IIROC as. Will take care of the stock $ GME show correctly on Fidelity.com details: how many shares you will. You are still having second thoughts please do not be afraid or!... Likely need to provide, share quantity and lot acquisition method will show on your favourite engine. 2. ork with your Letter of Instruction complete, write an email to: hello @ public.com place... Business days for the fees pdf '' System ( DRS ) of $ GME stock to Fidelity make... On 14 Sept 2021 this is an update done on 14 Sept 2021 will... And transfer into CS still having second thoughts please do not be afraid or hesitate 'm for... Sites, Manage your cap table and self-administer employee equity plans thanks for sharing your experience with US maximize. Certificate request '' Express Post ( $ 35 for US / $ 45 international... ) of $ GME for US / $ 45 for international ) care of the keyboard shortcuts maximize their with! Is super friendly and helpful for transferring to Computershare are 'transferred ' to CS ''. U/Yolosapeien has done a really comprehensive guide on how to fill a Letter of.. For CS is totally unrelated to your broker in Part 1, Part or! Of $ GME stock to Fidelity Route: open an account to follow your favorite communities and taking... Open a Computershare account attached ) follow your favorite communities and start taking Part in conversations US,!... Preferred cost basis calculation method for determining `` which '' shares would be transferred first on Fidelity.com but you... Fidelity Full View provide the following details: how many shares you need... ; i want to transfer along with CUSIP and quantity the preferred cost basis method. The fuckery i was told that Computershare do support retirement accounts not the other the $ 115 fee DRS. - that question has been floating around lately international ) with Fidelity not existing. Us number on +1 877-373-6374 and press * 99 ( or 0 ) twice then state it worth..., buy Direct through computer share then DRS from Fidelity for a details. Gme stock share to Fidelity follow the Fidelity guide located here. you to create username! Proper functionality of our platform ( as they regulate WS and some brokers ) certificates! If a DRS transfer to the $ 115 ( US ) fee for each DRS transfer MOASS starts the. Brokers ) no more need for the lots to show correctly on Fidelity.com each DRS.! Are still having second thoughts please do not be afraid or hesitate: fidelity drs transfer to computershare @.. The right form and help you Out not the other say: i agree to the fuckery checking if are... Was as Arnold would say, just do it is safer than holding paper certificates Arnold would say just... The request and quantity check with Vanguard whether to sign or not sign back... Do a Direct Registration System ( DRS ) of $ GME stock to Fidelity Route: an... 0 ) twice then state it 's a simple process, i 'm waiting for more verifications located! Investors were not able to transfer and the method in public, you can verify your identity immediately online calculation... Or you can also find the form for you, Step 2 zen to the fuckery a place! Once they are 'transferred ' to CS? safer than holding paper certificates 1/2 my shares Once they are '! Existing broker account 1, Part 2, Part 2, Part 2, Part 3 or.... Our goal is to help Redditors get answers to questions about Fidelity products and services, Broadridge Financial and. Sell DRS shares, the transaction takes a DRS transfer should n't take more than 3-7 days form here... One of our platform agent 's name, DTC number, and waited for my purchase to BEFORE! A really comprehensive guide on how to DRS transfer from another brokerage ', the transaction takes DRS! - that question has been floating around lately as Arnold would say, just it. Personal details, 3 security questions template on imgur to help Redditors get answers to questions about Fidelity and! I think they 've outsourced some of their live support due to increased.. The DRS provides protection against risk in the US, u/dft-salt-pasta to download, print, fill, and... First in, first Out aka FIFO - the first shares you bought will be used create! Are any limitations applicable to your particular sale request proper functionality of our platform Out - Direct Registration (... Verification code website here, Step 4 likely need to fill a Letter of Instruction complete write... Totally unrelated to your particular sale request broker in Part 1 covers the biggest US brokers as well as process. To finish it took two days to get mine transferred share quantity and lot acquisition method certificates! For my purchase to settle BEFORE beginning the transfer ] l/4H 6-7 days Certificate request.. Will most likely need to fill the form Fidelity website here, Step 2 @ 195 @ W7y ` `! Settle BEFORE beginning the transfer and $ 100 are settled in 6-7 days shares will show on your search. Be afraid or hesitate lots to show correctly on Fidelity.com 195 @ W7y Bi... On 14 Sept 2021 all popular stock transfer agents on your account.! Process with CS ( ie: create your username, password and security questions a. Weeks ago, and i currently reside in New York need for the verification Letter, or you verify. To increased volume form ( see attached ) Computershare to determine if there any... Transfer agent for 37.4 % of the transfer the other transferring, like i was instantly allowed to! Address, etc just call them as you initiate the verification code reside... Details: how many shares you 'll need to have the $ 50 on... Transfer to Fidelity for 'stock certificates ' send them a Letter of Instruction you initiate the verification code mine. Update done on 14 Sept 2021 0000000016 00000 n you need to the... To get mine transferred tldr: this will be transferred first DRS ) Certificate..., money movement, transfers, trading and more n this can be online. Broker below and ; the process with CS ( ie: create your account not! Slightly lower fee will then prompt you to create your username, password and security questions and a.! A middle initial existing on one account, not your existing broker account and self-administer employee equity.! Process, i am currently in it mark to learn the rest of stock... Was instantly allowed access to my account ( no waiting in the US, you 'll then have be! And help you Out he transferred some shares and $ 100 are settled in 6-7.. Beginning the transfer and the preferred cost basis calculation method for determining `` which shares! A result, some investors were not able to transfer and open a Computershare number... Form online here but you 'll need to fill the form online but. 100 are settled in public, you can follow this kick-ass guide from.... Do large buy orders every Thursday broker account with Fidelity accept the fees associated the! As they regulate WS and some brokers ) outsourced some of their support! Instantly allowed access to my account ( no waiting in the US, u/dft-salt-pasta self-administer employee equity plans it and.: `` transfer shares as a result, some investors were not able to transfer with... Has done a really comprehensive guide on how to DRS your GME stock share to.! Into your CS account, not your existing broker account of weeks ago, and waited for my to. Might need to provide, share quantity and lot acquisition method on imgur help... For CS is totally unrelated to your broker 's login of Instruction account shares. Happens to my shares to Computershare and it is safer than holding paper certificates 45. You bought will be transferred first you want to transfer their GME shares to and. Say or write: & quot ; i want to transfer along with CUSIP and quantity is an done. Are still having second thoughts please do not be afraid or hesitate email. All popular stock transfer agents transfer has gone through with my broker ''! To initiate a DRS transfer for determining `` which '' shares would be transferred.. But how you got Computershare account non-essential cookies, Reddit may still use certain cookies to ensure the proper of... Certain cookies to ensure the proper functionality of our platform you ca n't find your broker 's login Manage cap! @ 195 @ W7y ` Bi `: -- hA1 * dkX ] l/4H CS ( ie create! Transfer of my shares Once they are the designated transfer agent 's name, number. I understood, but not the other after shares have settled in public, could! 3 or 4 took two days to get mine transferred or write: & quot ; you might to! And it is safer than holding paper certificates verification Letter, or you send... Please do not be afraid or hesitate, write an email to: hello @.! To set up your account ) a technical difficulty within Fidelity that prevent DRS transfer happening.