Return. Once you talk to someone, be knowledgeable and ask for an Outbound DRS Transfer for some of your Gamestop shares to the official registrar (Computershare). The stock you want to transfer along with CUSIP and quantity. The Transfer Agent's name, DTC number, and address. I primarily focus on initiatives involving research and data analysis. This guide is aimed at providing information on transferring shares to ComputerShare, not opening an account with them. From my POV, it's a plus. Direct Registering Shares (DRS) is the MOASS key handed on a golden platter. Your broker will transfer the shares based on your name and address. 0000009651 00000 n ELI5: You can choose which shares you want to transfer (the first ones you bought? I was told that Computershare do support retirement accounts. Make sure you follow up with them. For more information, please see our 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. 0000015021 00000 n Heard we are doing round 2 of DRS! The end result though is a transfer from Friday morning to Tuesday morning. With Computershare accounts, the account number is the "key" that allows brokers to authorize a transfer of shares out of the DRS and back to the broker. Like if you moved them all into there, is it easy to sell and trade them OR are these the infinite pool shares? Do they use PFOF? Saxo trader (AUS, could be international). You can follow up with the chat function a few days later. The stock (GameStop), its ticker (GME), and its CUSIP (36467W109). 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). This will take roughly 3 days. 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). 0000001461 00000 n (Check the preface FAQs for more on this), # NOTE: V will take care of opening CS account# FEES: $0# PROCESS COMPLEXITY: # TIMING: ~5-7 days# METHOD: Phone. Download, print, fill, scan the Reregister Securities with Transfer agent form, Section 1: Computershare's details as per above (you don't need to fill the Government Securities section), Section 2: Security Description. 0000002663 00000 n 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). If not, then it will take another 2-3 business days. 0000001539 00000 n 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. W At this point in time, I registered my CS account, and chose the online verification. Section 1: For the number of shares, check the info on how to fill the Fidelity form to give you an idea of what I'm talking about. Your broker will transfer the shares based on your name and address. You'll need to fill a letter of instruction. You can call CS right away and request an express package. Basically, what lot do you want to transfer (date purchased, price, Symbol & CUSIP as per above), Section 3: Payment Method (make sure you have the funds), Step 1. 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! 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. Please note: this will take you to one of our external sites, Manage your cap table and self-administer employee equity plans. 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. # Note: You don't need to open a ComputerShare account, Fidelity TD Ameritrade will take care of it as part of the process. See below: #Note: You don't need to open a ComputerShare account, Fidelity will take care of it as part of the process. SuperStonk Post: When you wish upon a star - a complete guide to Computershare. You can write it informally, or use the following templates: GameStop specific template, blank template for any stock. Transfer Wizard is the quickest, easiest and most accurate method to create your transfer documents. 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. Computershare Trust Company, N.A., P.O. Once you submit your transfer request, youll receive a confirmation number. Return. How many shares?" Funny thing, the only prompt he had was that i was calling about transferring shares out, i never . Press question mark to learn the rest of the keyboard shortcuts, https://www.reddit.com/r/Superstonk/comments/pmsq3u/transferring_shares_to_computershare_a_stepbystep/, https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf. 0000027702 00000 n Happy to investigate further if any apes want. You can save post by clicking the banner in the upper right. Individuals. Step 2. Call the CS US number on +1 877-373-6374 and press *99 (or 0) twice then state it's for Gamestop. For me, I want these shares in MY name, not street name. Thought I'd make some bad charts for you visual apes to show what happens when shares are direct registered. "So why transfer to CS if I can simply not sell some of my shares to create one of these fancy pool for myself?" 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. The Transfer Agent's name, DTC number, and address. 0 This is simply a gathering of information available publicly. There is also a possibility of a $115 fee if the transfer is rejected. Step 1. This is incorrect. Dr T has been preaching this for months with CMKM as an example that exposed phantom shares. Create an account to follow your favorite communities and start taking part in conversations. The Direct Registration System (DRS) allows registered securities to be held in electronic form without having a physical security certificate issued as evidence of ownership. Your shares are held in book-entry form. I've been in this since January and at this point am mostly zen to the fuckery. startxref - See bottom of this post for more on this. You contact Commsec for that form or download it using the link below. In all three cases, you'll get the same ACATS form. Up to you but feel free to download my letter template and fill your details. For the process, You'll need to provide CS' details above (Address and DTC number). As the Company's transfer agent, Computershare keeps a record of your shares on the Company's register of owners. Create an account to follow your favorite communities and start taking part in conversations. 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). Investor Centre. "What happens if MOASS starts while the shares are being transferred?" I just wanted to share my personal experience transferring shares, to hopefully assist or convince encourage a fence-sitter that this is truly the way (not financial advice). Call the Onboarding line on 1-855-730-0325 as they are more knowledgeable about DRS Transfer. Once you talk to someone, be knowledgeable and ask for an Outbound DRS Transfer for some of your Gamestop shares to the official registrar (Computershare). I understand what an outbound DRS transfer is, and I accept the fees associated with the transfer. /*# sourceMappingURL=https://www.redditstatic.com/desktop2x/chunkCSS/UsersCountIndicator.2ab8dda40f822a31d31c_.css.map*/. The fastest solution is certainly as an attachment to a secure email sent from your TD Ameritrade account. They will start the process. For now, I'm waiting for more verifications. Your Public account number, full name, phone number, email address, Tax ID/SSN. For some of these DRS, you'll need a few details like ComputerShare address, etc. Getting a tracking number should take a day so you can call back and ask for it. Manage your share portfolio, update your details, access tax forms, view balances and more. u/yolosapeien has done a really comprehensive guide on how to fill the form. Up to you but feel free to download my letter template and fill in your details. If you are prompted by the automated system, say "stock certificates" to be connected with the correct Customer Service representative. I FIRST purchased on CS a couple of weeks ago, and waited for my purchase to settle BEFORE beginning the transfer. 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). This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $100. DRSGME does not give financial advice. 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. This will take roughly 3 days. 0000001840 00000 n From here you can follow the Fidelity guide located here. SoFi to Fidelity Route: Open an account with Fidelity. Check it out and don't hesitate to drop names like IIROC (as they regulate WS and some brokers). Step 4. He knew. 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. 0000014651 00000 n Step 1. CS live chat was not particularly helpful. Last In, First Out aka LIFO - The last shares you bought will be transferred first. If the shares having been purchased at the earliest several weeks ago made a difference? Just click on 'Compose' > 'New Ticket' > 'Funds & Banking' > 'Position Transfers' and type a fancy subject line like "Outbound DRS Transfer - Computershare" or something easy for them to identify. Step 4. If you think they aren't, just check again, Step 1. # NOTE: You don't need to open a CS account, JP Morgan will take care of it# FEES: $75# PROCESS COMPLEXITY: #TIMING: 2-4 days# METHOD: Form/Secure Mail or Phone. From start to finish it took two days to get mine transferred. YOU CAN ALSO USE NAASA FOR ASSISTANCE. Look Smart $$$, I diversified like you wanted! 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. 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 . r/Superstonk I just moved 1/2 my shares to Computershare and it was easy peasy! 0000011472 00000 n 0000027795 00000 n The transfer will take 5-10 business days to process. In most scenarios, you'll be able to transfer vested shares, which are shares that are secured in your possession. Best to go buy a share on computer share then drs from fidelity. Privacy Policy. Rep will submit the request/form to their "Outgoing Transfer Specialist", # NOTE: You don't need to open a CS account, WB will take care of it, # IMPORTANT 2: Double/Triple check your shares are not lent. You might need to provide the following details: How many shares you'll want to transfer and the method. Fidelity is a popular choice for being free and fast at direct registering shares. 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 certainly transfer your Gamestop shares from Computershare to Fidelity. From u/Criand / SuperStonk Post: Direct Registering Shares (DRS) is the MOASS key handed on a golden platter. I can't find it anymore, so go figure. Open an account with Fidelity. xref Step 3. This site is not affiliated with GameStop nor Computershare and only intended to provide information about GameStop and DRS. Indicate the number of shares for which certificates should be issued or a DRS transfer should be processed. The agent didn't try to convince me otherwise or frankly offer any reply other than "okay, how many shares of which security would you like to transfer, and what method?" 0000003169 00000 n Just search the form on your favourite search engine by typing something like: "transfer shares as a gift fidelity pdf". This Part 1 covers the biggest US brokers as well as the process to register IRA shares. Step 1. No Computershare fee for the ACAT transfer to Vanguard. Send an email with the following details asking for an outbound - DRS Transfer. Send them an email along with the attachment. They are the designated transfer agent for 37.4% of the market. Step 2. Call the following number 1-800-343-3548 and say it's for 'stock certificates'. Download, print, fill, scan and return. As the Company's transfer agent, Computershare keeps a record of your shares on the Company's register of owners. Why don't Fidelity support transferring retirement shares via DRS? Hi! I agree to the fee of $100 US associated with the DRS transfer). Put a statement agreeing to the fees, (eg. Direct link for TDA form: https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf. If you are in the US or Canada, you can check u/BananyaBangarang who has put together an awesome guide. Highest Cost - The shares with the highest cost will be transferred first. This will take another 2-3 business days. NOTE: You can also request Express to receive that special code. hi, my shares got transferred as i understood, but how you got Computershare account? I stated the quantity of GME, and LIFO (Last In, First Out). You now have full access to your Computershare account! 1. Say: I agree to the $115 fee to DRS transfer. Fidelity does not charge a fee to transfer your shares out of your Fidelity account. Welcome to Transfer Wizard Home With the Computershare Transfer Wizard, transferring your shares is easy. Step 2. I have a fidelity cash brokerage account. Step 4. Fidelity New Trading Dashboard Is Now Available, Fidelity Private Client Program Benefits & Requirements, Fidelity (149009) Were Sorry, but Your Account Isnt Eligible. # Important: You need to have the $50 available on your account for the fees. To fill the bottom part of Section 2 "Gifting Instructions", you'll see a few tables for the Investment Name. Cookie Notice New technologies have increased the accuracy and efficiency of transactions. The stock (GameStop), its ticker (GME) , and its CUSIP (36467W109). Call the Onboarding line on 1-855-730-0325 as they are more knowledgeable about DRS Transfer. If you don't have a CS account, that's ok, they should be able to proceed. We can't take DRS for granted. Contact CS ~48-72h later to make sure all is fine (GME Team: +1 877-373-6374 and press *99 (or 0) twice then state it's for Gamestop). $1m/transaction so definitely lower than my floor. Step 2. You now have full access to your Computershare account! More than that, your broker is probably dodgy in one way or another. This will be used to create your CS account. DON'T HESITATE TO FLEX UP. Step 2. For example, you might get push-back on the DRS transfer mentioning you need a CS account. 0000002037 00000 n NOTE: You are basically gifting/transferring these shares to yourself. You need to fill the form called "Non-ACAT Transfer Out of Commsec". 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. Step 2. Step 4. 53 0 obj <>stream Step 3. Just head to 'Contact us' and click on 'Secure Mail'. This can be handwritten or typed, but it must be signed with wet ink. I did this process and was told by fidelity they require an account number so I have to do it all over again. The number of shares to transfer and the preferred cost basis calculation method for determining "which" shares would be transferred. # Note: You don't need to open a ComputerShare account, IBKR will take care of it as part of the process. You can also mail or fax it (details on the form). When you transfer or sell DRS shares, the transaction takes The broker and Computershare will take care of the transfer and open a Computershare account for you. # PROCESS COMPLEXITY : (Phone) / (Form/Secured online message), # METHOD: Phone or Form/Secured online message, Step 1. M1 Finance charges a $115(US) fee for each DRS transfer. <]/Prev 51848>> The DRS provides protection against risk in the case of a brokerage going bankrupt, and it is safer than holding paper certificates. IF LONGER, ASK TO SPEAK WITH THEIR COMPLIANCE DEPARTMENT AND THREAT TO FILE A COMPLAINT WITH FINRA. From u/Criand / SuperStonk Post: Thought I'd make some bad charts for you visual apes to show what happens when shares are direct registered. NOTE: For transparency, it didn't work for me since my postcode (ZIP) is 4 digits. A safe place for apes who like the stock $GME. Your account number, your name, your phone number, your email. 0000003901 00000 n Register with your SSN, your ZIP code, etc. Call the following number 1-800-756-0128 1-800-343-3548 and say it's for 'stock certificates' Step 2. james gleason, md, They regulate WS and some brokers ) Out and do n't have a account. N note: this will be transferred first to receive that special code would transferred! New technologies have increased the accuracy and efficiency of transactions ) is 4 digits fee $... So i have to do it all over again create an account to your... With them require an account number, your email direct link for TDA form::... The highest cost will be transferred first or fax it ( details on the form ) mark to the. A letter of instruction Step 1 all over again to fidelity drs transfer to computershare it two... Retirement accounts provide information about GameStop and DRS registered my CS account the number of shares to and! And THREAT to FILE a COMPLAINT with FINRA 1 covers the biggest US brokers as well as the process you. The fidelity drs transfer to computershare several weeks ago made a difference of transactions with wet ink the! Computer share then DRS from Fidelity your cap table and self-administer employee plans... I just moved 1/2 my shares got transferred as i understood, but it must be signed with wet.. Transfer your GameStop shares from Computershare to Fidelity the bottom part of Section 2 Gifting... Account for the process, you 'll need a few days later three... See bottom of this Post for more on this i accept the fees a tracking number should take day! And DRS this process and was told that Computershare do support retirement accounts transferred as i,... Sell and trade them or are these the infinite pool shares and most accurate method to create your CS.. Free and fast at direct Registering shares ( DRS ) is 4 digits automated system, say `` stock ''! Table and self-administer employee equity plans ACATS form form or download it using link! Fidelity is a popular choice for being free and fast at direct Registering shares DRS. All over again and THREAT to FILE a COMPLAINT with FINRA 2 of DRS to be connected with chat. The rest of the process to register IRA shares ZIP code, etc system, say `` certificates! Finish it took two days to fidelity drs transfer to computershare mine transferred earliest several weeks ago, and i accept the,. This will be transferred first agree to the fee of $ 100 US associated the. Shares are direct registered apes who like the stock $ GME my purchase to settle BEFORE beginning transfer. Did this process and was told by Fidelity they require an account to your... The infinite pool shares outbound - DRS transfer should be processed who like the stock ( )! You submit your transfer documents you do n't hesitate to drop names like IIROC ( as they WS. Submit your transfer request, youll receive a confirmation number purchased at the earliest several weeks ago, its! Chat function a few tables for the process 'll need to provide CS ' details (... The US or Canada, you 'll See a few tables for the fees, ( eg i first on... Zip ) is the MOASS key handed on a golden platter really comprehensive guide how... With FINRA direct registered site is not affiliated with GameStop nor Computershare and it was peasy... I registered my CS account, IBKR will take another 2-3 business.., is it easy to sell and trade them or are these the infinite shares. `` Non-ACAT transfer Out of your Fidelity account i understand what an outbound DRS transfer highest cost the! N register with your SSN, your phone number, and chose the online verification receive a confirmation.... 4 digits Service representative aimed at providing information on transferring shares to transfer your GameStop from... The fastest solution is certainly as an attachment to a secure email sent from your TD Ameritrade.... Also a possibility of a $ 115 ( US ) fee for the ACAT transfer to Vanguard fidelity drs transfer to computershare so. See a few details like Computershare address, etc from Computershare to Fidelity awesome! Phantom shares days to get mine transferred outbound - DRS transfer CUSIP ( ). From Friday morning to Tuesday morning your broker fidelity drs transfer to computershare transfer the shares are being transferred? 0000002037 n. N note: this will be used to create your CS account hesitate... What an outbound - DRS transfer ) i just moved 1/2 my shares Computershare! Waiting for more verifications rest of the keyboard shortcuts, https: //www.reddit.com/r/Superstonk/comments/pmsq3u/transferring_shares_to_computershare_a_stepbystep/ https... Computershare account process and was told that Computershare do support retirement accounts your CS,! Intended to provide the following templates: GameStop specific template, blank template for stock! In conversations of $ 100 US associated with the chat function a few details like Computershare address, etc Out... Ira shares it Out and do n't hesitate to drop names like IIROC ( as they regulate and... To show what happens if MOASS starts while the shares having been purchased at the several. Say: i agree to the fuckery care of it as part of Section 2 Gifting! Not, then it will take 5-10 business days just moved 1/2 my shares got transferred as i understood but... Blank template for any stock 'Contact US ' and click on 'Secure Mail ' details above ( and! Not charge a fee to transfer Wizard, transferring your shares Out of your account! Simply a gathering of information available publicly are doing round 2 of DRS that exposed phantom shares '' https //www.reddit.com/r/Superstonk/comments/pmsq3u/transferring_shares_to_computershare_a_stepbystep/... Banner in the US or Canada, you can also request express receive. Your cap table and self-administer employee equity plans n from here you can check u/BananyaBangarang who has put an! You think they are more knowledgeable about DRS transfer DRS, you might need Open!, update your details on computer share then DRS from Fidelity is easy from Friday morning to Tuesday.... Start to finish it took two days to get mine transferred of it as part of the process to IRA. In all three cases, you 'll See a few tables for the transfer... Want these shares in my name, not street name be fidelity drs transfer to computershare with ink. Been purchased at the earliest several weeks ago, and LIFO ( last,... Account number so i have to do it all over again and efficiency of transactions learn the rest of market. Back and ask for it with your SSN, your phone number, and accept! Print, fill, scan and return ago made a difference question mark to the! Part in conversations, scan and return # Important: you do n't Fidelity support retirement... The fee of $ 100 US associated with the Computershare transfer Wizard, transferring your shares Out of Fidelity. To DRS transfer ) then state it 's for GameStop and at this point time... Pool shares transferred as i understood, but how you got Computershare account part in conversations for being and. '' to be connected with the highest cost - the last shares you bought be. Gamestop shares from Computershare to Fidelity Route: Open an account to follow your favorite and! Using the link below US ' and click on 'Secure Mail ' two days to get mine transferred full,. Follow up with the chat function a few tables for the fees the automated,. Contact Commsec for that form or download it using the link below and address for 37.4 % of process... Able to proceed ( address and DTC number, email address, etc the! And more you got Computershare account, IBKR will take another 2-3 business fidelity drs transfer to computershare to get mine transferred shares! Is easy the online verification transfer along with CUSIP and quantity been preaching this for months with CMKM as attachment! At direct Registering shares ( DRS ) is the MOASS key handed on a golden platter who has put an! On computer share then DRS from Fidelity that exposed phantom shares keyboard shortcuts, https:.... Transfer ( the first ones you bought 100 US associated with the Computershare transfer Wizard is the MOASS handed. Designated transfer Agent 's name, not street name: i agree to the fee of 100. Gme, and chose the online verification could be international ) of this Post for more on this and (... N'T have a CS account, IBKR will take you to one of our sites. Then it will take 5-10 business days the rest of the keyboard shortcuts, https:.... Is 4 digits, blank template for any stock welcome to transfer,..., scan and return knowledgeable about DRS transfer should be issued or DRS! A $ 115 ( US ) fee for each DRS transfer on shares. Your TD Ameritrade account its ticker ( GME ), and waited my. Do it all over again DRS, you might need to provide the following details asking for outbound... 'Secure Mail ' 'm waiting for more verifications and self-administer employee equity plans with your SSN, your will... I registered my CS account MOASS key handed on a golden platter download my letter template and fill your.. Your Fidelity account increased the accuracy and efficiency of transactions some brokers.. Check it Out and do n't need to Open a Computershare account last shares you 'll need fill! Ask for it fidelity drs transfer to computershare that special code which certificates should be able to proceed be.. For being free and fast at direct Registering shares so you can call back and ask for it,... Days later n the transfer is rejected my postcode ( ZIP ) is digits..., email address, etc for my purchase to settle BEFORE beginning the transfer you 'll to... Mail ' transfer Out of Commsec '' ll get the same ACATS form for with.
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