0000026132 00000 n If you have bought all the dips Shitadel has given you, you might need to fill more than one table as follow: Investment Name: GameStop Corp / CUSIP: 36467W109 / Shares: 5 / Lot Acquisition Size: 02/02/2021 / Lot Acquisition Cost: $3, Investment Name: GameStop Corp / CUSIP: 36467W109 / Shares: 10 / Lot Acquisition Size: 03/03/2021 / Lot Acquisition Cost: $15. The end result though is a transfer from Friday morning to Tuesday morning. 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. . From u/Criand / SuperStonk Post: Direct Registering Shares (DRS) is the MOASS key handed on a golden platter. Total call time ~7 minutes. 0000001196 00000 n Your account number, full name, SSN/Tax ID. 0000003901 00000 n Step 3. As a result, a second account may be created for you. See below: Ticker: GME CUSIP: 36467W109 ComputerShare details: COMPUTERSHARE TRUST COMPANY, N.A. The transfer process is quite simple. brochure outlines what DRS means to you as a shareholder. Step 3. Investor Centre. The transfer process is quite simple. I was connected to an agent, stated that "the purpose of my call [is] to transfer shares, or DRS, to computershare". You can find a template here . Step 2. This is for issuance of a Certificate, not a DRS transfer. # Note: You don't need to open a ComputerShare account, IBKR will take care of it as part of the process. You would have to deal with CS in the US. 0000022384 00000 n . IF LONGER, ASK TO SPEAK WITH THEIR COMPLIANCE DEPARTMENT AND THREAT TO FILE A COMPLAINT WITH FINRA. Fidelity does not charge a fee to transfer your shares out of your Fidelity account. Took 3-4 business days for the order to process and roughly a week in total time for the shares to be settled. YOU CAN ALSO USE NAASA FOR ASSISTANCE. Okay, so I put in a buy order on CS. It can take 3-5 business days for the lots to show correctly on Fidelity.com. What Is SPAXX in Fidelity? 0000001840 00000 n Step 1. 0000009490 00000 n You can also do Online form, Step 1. Once your your shares and $100 are settled in Public, you can send them a Letter of Instruction. Both transfers were great customer service and they have a happy customer. Start a buy order, they will withdraw from your bank and they do large buy orders every Thursday. Once your your shares and $100 are settled in Public, you can send them a Letter of Instruction. I was told that Computershare do support retirement accounts. When you go through 'Ask TED', the agent will fill the form for you, Step 2. As a result, a second account may be created for you. Access Issuer Online. 0000012089 00000 n 0000029697 00000 n Public charges a $100(US) fee for each DRS transfer. 0 You contact Commsec for that form or download it using the link below. 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 . # NOTE: Review the Tax Method for transfer on Client Services >> My Profile >> General >> FIFO/LIFO (see above for more on that topic), # METHOD: Phone or Chat or Form/Secured online message, Step 1. From what I understand it takes 4-5 days. Hope this clears things up! I called Fidelity to initiate a DRS transfer of my shares to Computershare! 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. Step 2. As per above, see post here. New technologies have increased the accuracy and efficiency of transactions. Direct link for TDA form: https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA371.pdf. This can be for a few reasons, such as a middle initial existing on one account, but not the other. Press J to jump to the feed. I have asked them but yet to receive a reply. 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. Head to Contact Us and click on Secure Mail to return the form. You can also mention the Ombudsman for Banking Services & Investments (OBSI), The CSA and even threaten to file a financial institution complain at a federal level. There is no more need for the verification code. Computershare, along with Wells Fargo Shareowner Services, Broadridge Financial, and Amstock are all popular stock transfer agents. Your shares are held in book-entry form. M1 Finance charges a $115(US) fee for each DRS transfer. DTC# 7807. 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. I was instantly allowed access to my account (no waiting in the mail as I've seen reported here.) 0000027453 00000 n u/yolosapeien has done a really comprehensive guide on how to fill the form. DTC# 7807. The broker and Computershare will take care of the transfer and open a Computershare account for you. 9 0 obj <> endobj 0000015021 00000 n Do they use PFOF? It took me longer to figure out how to enter my fidelity password using only my phones keypad compared to talking to the rep. 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. The Transfer Agent's name, DTC number, and address. # NOTE: You don't need to open a CS account, Fidelity will take care of it. This is strictly speculation, but I wonder (and these are questions I propose for discussion) if already having a CS account sped the process up? Open an account with Fidelity. Then Confirm to submit the request. I just wanted to share my personal experience transferring shares, to hopefully assist or convince encourage a fence-sitter that this is truly the Call the CS US number on +1 877-373-6374 and press *99 (or 0) twice then state it's for Gamestop. 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. $1m/transaction so definitely lower than my floor. International apes can certainly buy and transfer into CS. They have a form allowing to do a Transfer out for DRS (see step 2). Weirdly enough, the shares are still in the Fidelity account, too. Step 2. EXTREMELY IMPORTANT: You need to be 200% accurate with these details and they need to be matching the details your broker would have passed on to CS. 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. For the subject line write: Outbound DRS Transfer Request (Avenue account number). When it asks you how you want to fund your account, select transfer from another brokerage. 0000028985 00000 n Your shares are held in book-entry form. Step 2. Anything above this will require written notice. 53 0 obj <>stream 0000029318 00000 n Issuer Online. Why I'm Transferring Stock from Computershare Here are the main reasons why I'm transferring stock to TD Ameritrade: To pool the dividends and diversify into other stocks To save $12 on fees in the Verizon DRIP plan To deal with one less form 1099-DIV at tax time It's easier to track cost basis from now on. You'll need a few details ready: Your Fidelity Account #, phone number, the security name (ticker), CUSIP, lot acquisition date and cost. Fees at $1,000 make it quite prohibitive to transfer IMO. Step 2. Saxo trader (AUS, could be international). 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. From here you can follow the Fidelity guide located. They are the designated transfer agent for 37.4% of the market. It takes a tiny bit more wrinkles but it's doable. We can't take DRS for granted. 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. 1996 - 2023 Computershare Limited. The stock (GameStop), its ticker (GME), and its CUSIP (36467W109). Computershare is a leader in the financial world, offering items like employee equity plans, stakeholder communications, and diversified financial and economic governance service options. Create an account to follow your favorite communities and start taking part in conversations. If not, then it will take another 2-3 business days. SoFi charges a $115 fee to DRS transfer to Computershare. Computershare sold the fractional DRIP share, charged a $20-$25 fee for brokering the sale and sent me a check by mail for the net amount. DRS is share ownership without paper stock certificates. 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. First In, First Out aka FIFO - The first shares you bought will be transferred first. # PROCESS COMPLEXITY : (Phone) / (Form/Secured online message), # METHOD: Phone or Form/Secured online message, Step 1. My only complaint is the turn around time of 7-10 days(sad face) because so many APES are doing the same thing(happy face)! Step 3. The date now is Friday, September 24. From here you can follow the Fidelity guide located. You now have full access to your Computershare account! You now have full access to your Computershare account! This guide is aimed at providing information on transferring shares to ComputerShare, not opening an account with them. Put a statement agreeing to the fees, (eg. 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