Call them on1-800-323-4332and ask to talk to the Security Team. They paid me a transfer bonus of 1K. Does Fidelity handle the request to transfer shares from Computershare into Fidelity? NOTE:For apes holding accounts with tax benefits (401K, RRSP, TFSAs), you should check that transferring is in your best fiscal advantage. All rights are reserved. For convenience's sake, it's tempting to just sell all of your investments and withdraw the proceeds from your brokerage account. Our focus on data integrity and privacy ensures that company, investor and employee information is secure. I have done it at both and both handle it just fine. I would look at some posts from. Is it worth transferring them or is this just for the big apes? Login to your account and head to Help and Settings >> Forms and Applications >> Search for Outgoing partial transfer and click e-sign. Your account number, your name, your phone number, your email. # NOTE: Apparently, TDA wont do DRS via chat. If you get a good experience with one of them, take another 5 min after you are done to write a referral or compliment, it goes a long way. by water2357 Thu Mar 31, 2022 4:12 am, Post Check the box next to the security for which a certificate should be issued or a DRS transfer should be processed. To start, choose how you want to move your money, and we will help you decide the right money transfer for you. Ive madea blank template you can use here, Transfer from Interactive Brokers IBKR. All information you provide will be used by Fidelity solely for the purpose of sending the email on your behalf. Youll need to fill a letter of instruction. To start, choose how you want to move your money, and we will help you decide the right money transfer for you. If I'm on Disability, Can I Still Get a Loan? Before you start your transfer, check if there will be a fee and if your new brokerage firm will cover it. 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. # NOTE: You dont need to open a CS account, Ally Invest will take care of it. At this point, please keep these for the other wrinkled apes! The most common way to transfer stock between brokers is the direct transfer method. Hours: 7am-10pm ET M-F, 11:30am-10pm ET Sat/Sun, Press J to jump to the feed. The world's leading organizations work with us to maximize their relationships with investors, employees, creditors, members and customers.. If they ask you questions, or try to talk you out of it, simply repeat yourself. Press question mark to learn the rest of the keyboard shortcuts. Im doing my best to keep it up-to-date and read all your comments/suggestion to improve it day after day. Reddit and its partners use cookies and similar technologies to provide you with a better experience. 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. $0 commissions + transfer fee reimbursement. The transfer to Vanguard went smoothly, and I was pleased with their service. # 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. To verify online, Computershare will ask some security questions based on info they take from LexisNexis. Best. It's better to transfer stocks between brokers so you can use a brokerage account you like. Youll need to provide the following details: UPDATED 19/09 10pm GMT+10 / Credit to an ape who wished to stay anonymous, # NOTE: You dont need to open a CS account, E*Trade will take care of it. Assuming your old broker validates the transfer and there are no issues, the transfer should be completed within six business days. All rights reserved. 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. # 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. Our goal is to help Redditors get answers to questions about Fidelity products and services, money movement, transfers, trading and more. If you DRS your shares, can u still write covered calls? They called it Cellar Boxing. Questioni hold 25 gme shares. I also recently pulled shares from Computershare to Fidelity. Thanks for all the replies. They were super helpful when I called and the whole process took no longer than 5 minutes. The financial institution you are transferring from may charge fees. Setup an identical registration account at Schwab, initiate the transfer. Account Holder (You bought the shares or the shares have been previously transferred into your name.) Please confirm? Your broker will transfer the shares based on your name and address. However, if you'd like to keep your shares as-is, consider transferring your employee stock plan shares into a trading account instead. You will most likely need to provide. Its not a glitch. Although we cant help here with specific account service issues, we can help troubleshoot and point you in the right direction. Then you can enter the verification code. Step 2. No hassles and it was done within a couple days. The transfer can be originated online at both brokerages. How to transfer shares from computershare to Fidelity? ACM MEDIA LLC publishes content for educational purposes only, does not offer Apparently, its super easy! This will take another 2-3 business days. Transfer ISAs, pensions, investment accounts, or junior accounts to manage them quickly and easily all in one place. Get up to $700 when you fund a J.P. Morgan Self-Directed Investing account. As a result, a second account may be created for you. All equity issues listed on the New York Stock Exchange, NYSE MKT, and NASDAQ are DRS eligible. 2. Computershare is not a brokerage and does not have a set fee for the purchase or sale of stock. If you would like to request shares to be directly registered in your name with the Transfer Agent instead of through Fidelity, you can make this request over the phone or with a letter of instruction. # NOTE: You dont need to open a CS account, TW will take care of it. An Employee Share Purchase Plan is a completely voluntary program that serves as a long-term investment vehicle. Have a question about your personal investments? For more information, please see our I think I have the option to tell Vanguard what the basis is from my records if for some reason that never moves over. Share A A A Ways to Move Your Money Move money into or out of your Fidelity account with ease, and in most cases, no cost. I was maybe on the phone with a person for 3 minutes tops. No guarantees are made as to the accuracy of the information on this site or the appropriateness of any advice to your particular situation. Because you have to deal with CS USA, you wont be able to have these shares sitting on a CS TFSA or RRSP equivalent. You will get opinions on both sides. That strategy may be simpler, but it comes with a big drawback in the form of potential investing taxes. # NOTE: You dont need to open a CS account, Firstrade should take care of it, # FEES: $US150 from APEX and a transfer agent fee from $0-150 per request, I dont have a process confirmed yet. Statement accepting the $100 fee associated with this transaction. I just processed mine this morning. # IMPORTANT 2: Using the phone method, you can transfer without the fund requirement. If you're not happy with your broker, it doesn't make sense to stay in a bad financial relationship. Hours: 7am-10pm ET M-F, 11:30am-10pm ET Sat/Sun, Press J to jump to the feed. If the shares you currently own are unvested, they are usually held at the financial institution that serves as the stock plan's custodian. You can also just call them. . Reddit and its partners use cookies and similar technologies to provide you with a better experience. Use this form to transfer assets from one Fidelity brokerage account to another Fidelity brokerage account. Having shares directly registered means your shares will be transferred to the Transfer Agent and they will no longer be held at Fidelity, and the Transfer Agent becomes responsible for: Sending statements to the client evidencing ownership of the security. (as of 1/10/2023). There are hundreds of posts comparing Vanguard to Fidelity. 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. Follow If you would like to transfer your SoFi Invest account to another brokerage firm you can do so through ACATS (Automated Customer Account Transfer Service). We do the hard work Give us details of the account you want to transfer and we'll do the rest. Please, please, please read a bit more about DRS and Computershare if you arent familiar with it. DRSGME does not give financial advice. You can also find the form online herebut youll then have to download, print, fill, scan and return. 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 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. A TOA typically takes 7 to 10 business days to be completed. by HomeStretch Wed Mar 30, 2022 12:18 pm, Post by Faith20879 Wed Mar 30, 2022 2:46 pm, Post # NOTE: You dont need to open a CS account, WS will take care of it. probably been posted a few times. 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. The stock you want to transfer along with CUSIP and quantity. Your CS account #. by vicstalam Wed Mar 30, 2022 4:15 pm, Post Rep will submit. The subject line of the email you send will be "Fidelity.com: ". 12 FREE stocks valued $34-$30,600 give-away at Webull. You can follow up with the chat function a few days later. Disclaimer: ACM MEDIA LLC provides reviews of services based on our personal Call the following number 1-800-756-0128 1-800-343-3548 and say it's for 'stock certificates' Step 2. We have not reviewed all available products or offers. Very easy. Your new broker communicates with your old broker to set up the transfer. Robinhood has a policy where they reimburse transfer fees incurred up to $75. Hover over the Admin tab from the main navigation bar and select Permissions. The MOASS is upon us. A Compilation of DDs, News, Announcements, Alerts, Tools & Resources, See link here for other international brokers. by Chant Wed Mar 30, 2022 1:24 pm, Post In this case, it is E*Trade. | Please consult your mutual fund's prospectus for more information. Step 1. 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. 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