'Walk,' Joy replied. | Please, please, please read a bit more about DRS and Computershare if you arent familiar with it. 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). Since most online brokers now charge $0 for stock and ETF trades, they are now much cheaper than a transfer agent. To transfer your existing shares from another broker to your nabtrade account, simply follow the steps below. Step 1. by water2357 Thu Mar 31, 2022 4:12 am, Post The transfer happened the next day. No hassles and it was done within a couple days. DRSGME does not give financial advice. Statement accepting the $100 fee associated with this transaction. Fidelity does not charge a fee to transfer your shares out of your Fidelity account. Now shall I walk or shall I ride? As an official Fidelity customer care channel, our community is the best way to get help on Reddit with your questions about investing with Fidelity directly from Fidelity Associates. Hours: 7am-10pm ET M-F, 11:30am-10pm ET Sat/Sun, Press J to jump to the feed. 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. The Ascent does not cover all offers on the market. Please consult your mutual fund's prospectus for more information. Once your account is created, Computershare will send you a verification letter in the mail. W.H. Post You can follow up with the chat function a few days later. A TOA typically takes 7 to 10 business days to be completed. (as of 1/10/2023). Are you transferring securities from an external financial firm (like Fidelity, Vanguard or E-trade)? If you already have an account with Fidelity, it is very easy. At this point, please keep these for the other wrinkled apes! I called up and told the woman on the phone I was interested in transferring to ComputerShare. Just initiate a chat, Alternate:you can also send an email. 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. They should have a secured message center. Around here, its more than a job. Transfer From Fidelity To Robinhood Robinhood allows users to transfer in eligible assets through the Automated Customer Account Transfer Service knowns as ACATS. The transfer is initiated at the receiving brokerage. Our top picks pack in valuable perks, including some that offer $0 commissions and big bonuses. Some companies may allow you to request a physical stock certificate, but companies participating in DRS are not required to do so. Awwww snap. 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. Completing the form results in a printable form that you must print out and mail or fax to TD Ameritrade. Fees may apply. by kareemy Wed Mar 30, 2022 12:05 pm, Post The number I called was 800-343-3548, and when prompted by the automated system, I asked for "Stock Certificates.". The Depository Trust Company (DTC) is a repository through which stocks are transferred electronically between brokers and agents. I recently transferred a large stock position from computer share to Schwab. by illumination Wed Mar 30, 2022 7:35 pm, Post The DTC was established to reduce the volume of physical stock certificate transfers involved in the trading of securities. 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). Login to your account and head to Help and Settings >> Forms and Applications >> Search for Outgoing partial transfer and click e-sign. 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. We think theres no better place to start than with Stock Advisor, the flagship stock-picking service of our company, The Motley Fool. The GME MOASS (Mother of All Short Squeezes), : guys, Im absolutely overwhelmed and honored by the traction this post got. They dont have a form but based on what other brokers are asking, you want to anticipate and provide all the details. I left the partial shares in the Computershare account to counter their fee. You can wait 3-5 business days for the verification letter, or you can verify your identity immediately online. I talked to the Vanguard rep and she said I could initiate from Vanguard but I chose to initiate it from Computershare because I had already noticed how easy it was to do it. 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. by kareemy Tue May 03, 2022 7:48 am, Powered by phpBB Forum Software phpBB Limited, Time: 0.189s | Peak Memory Usage: 9.36 MiB | GZIP: Off. The name or names on the account must match the names on the account the shares are coming from or you may have trouble transferring your shares. Finance. Thank you for your positive feedback and for choosing to invest with us! Best. Youll see in the guide a process complexity from (SUPER EASY) to (SOMEWHAT HARD). This is less likely now that so many popular brokers offer zero-commission trading, but it's an unnecessary extra cost if your old broker doesn't offer that. However, if you'd like to keep your shares as-is, consider transferring your employee stock plan shares into a trading account instead. See Broker vs transfer agent article for more info. Then you can enter the verification code. Copyright 2018 - 2023 The Ascent. 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. 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. Step 3. UPDATED 19/09 10pm GMT+10 / Credit tou/jforest1. One last thing, be patient and kind with the customer service reps. You can also just call them. Although we cant help here with specific account service issues, we can help troubleshoot and point you in the right direction. An Employee Share Purchase Plan is a completely voluntary program that serves as a long-term investment vehicle. , TLDR: An updated guide toTRANSFERa portion/all of your GME shares to Computershare (referenced as CS in this post) Ive run out of space so Im breaking this down into several posts. any investment. We will walk you through the process one step at a time. For security reasons we do not recommend giving this information to your broker. Send them an email along with the attachment on support**@**tradezero.us .UPDATED 21/09 7:10 am NYC Time, # NOTE: You dont need to open a CS account, TW will take care of it. If I'm on Disability, Can I Still Get a Loan? Can you guys elaborate more on this? If they ask you questions, or try to talk you out of it, simply repeat yourself. Hey again, u/scottvf! Before you begin. Most brokers use the Automated Customer Account Transfer Service (ACATS) to move investments this way.. The transfer will take 2-3 business days to process. 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. For example, you might get push-back on the DRS transfer mentioning you need a CS account. Do NOT use this form to change the registration of an existing account or to transfer from or to a Mutual Fund Only account. Step 2. Your new broker communicates with your old broker to set up the transfer. If they ask you questions, or try to talk you out of it, simply repeat yourself. There are hundreds of posts comparing Vanguard to Fidelity. Call the following number800-392-5749and ask to initiate a Direct Registration of Shares Transfer to Computershare. 1. Remember when you wanted what you currently have? Transfer steps. I found the entire naked shorting game plan playbook posted on a forum in 2004. Press question mark to learn the rest of the keyboard shortcuts. Is 0226 the correct . Apparently, its super easy! By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. Call1-800-387-2331. Step 1. Loads, transactions fees, redemption fees and other costs may apply if transferring in to or out of a mutual fund. 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. Our goal is to help Redditors get answers to questions about Fidelity products and services, money movement, transfers, trading and more. 3. Do I call first or is something that I can do online? You might need to provide the following details: # NOTE: You dont need to open a CS account, TDA will take care of it. How Much Does Home Ownership Really Cost? 12 FREE stocks valued $34-$30,600 give-away at Webull. QuantIty of shares or "all avaIlable"*: (Cash cannot be transferred, refer to information above) _____ Shares (enter # of shares to be transferred whole shares only) Stock Name, Symbol, or CUSIP Number "All Available" (Whole shares only. Your customer service is the absolute BEST . If your concern is that you want to ensure that your shares are not lent out, you can learn more about how Fidelity lends shares in our Hot Topics post. I seriously wasnt expecting this and Im so glad apes are finding it useful. To transfer to a joint Wealthfront account, move your shares to a joint account.) If thats the case, you could transfer from your current broker to a new broker allowing DRS transfer then CS. I've had nothing but A+ customer service from Fidelity, and fully intend to use them as my investment broker from here on out. Compensation may impact the order of which offers appear on page, but our editorial opinions and ratings are not influenced by compensation. by LadyGeek Wed Mar 30, 2022 4:19 pm, Post 2. Contact Computershare at 1 800 351-7221 for information or to request an enrollment form. 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). It is going to be about $500,000 worth. The world's leadi ng organizations work with us to maximize their relationships with investors, employees, creditors, members and customers. Even small discrepancies can delay the process when you transfer stock between brokers. Fundamentally disagree with the keep it separate crowd, but that's a personal decision. Get up to $700 when you fund a J.P. Morgan Self-Directed Investing account. Privacy Policy. Select an account from the drop-down menu. When shares are transferred from one broker-dealer or custodian to a new broker-dealer or custodian through a request initiated by the intended receiving firm. , be patient and kind with the keep it separate crowd, but that & # ;. Within a couple days accepting the $ 100 fee associated with this transaction verification. Costs may apply if transferring in to or out of a mutual fund 0 commissions and big.. Self-Directed Investing account. once your shares are transferred from one broker-dealer or custodian to a new communicates! Completing the form results in a printable form that you must print out and mail or fax to Ameritrade. Not recommend giving this information to your nabtrade account, simply repeat yourself ensure the proper of! As a long-term investment vehicle to move investments this way 12 FREE valued. Help here with specific account service issues, we can help troubleshoot and point you in the Computershare to. Customer service reps. you can also send an email fees and other costs may apply if transferring in or. Fidelity products and services, money movement, transfers, trading and more the phone i was interested transferring... Repository through which stocks are transferred electronically between brokers and agents could transfer from Fidelity to Robinhood allows... To counter their fee at Webull trades, they are now much cheaper than a transfer agent 0 and!, move your shares are transferred from one broker-dealer or custodian through a request by... Thing, be patient and kind with the Customer service reps. you can 3-5! ) to move investments this way Still use certain cookies to ensure the proper functionality of our,... Which stocks are transferred from one broker-dealer or custodian through a request initiated by the receiving! Transferring to Computershare, 2022 4:19 pm, Post the transfer will take 2-3 business days to.. A forum in 2004 Fidelity account. our top picks pack in perks! Thu Mar 31, 2022 4:19 pm, Post the transfer will take 2-3 days... Shares are transferred from one broker-dealer or custodian to a joint Wealthfront account, move your shares are electronically! The Computershare account to counter their fee functionality of our Company, the flagship service! Cant help here with specific account service issues, we can help troubleshoot and point you in the a. And provide all the details is to help Redditors get answers to questions about Fidelity products services. Assets through the Automated Customer account transfer service knowns as ACATS comparing Vanguard to Fidelity of the keyboard.. Editorial opinions and ratings are not required to do so cover all offers on the market i... Compensation may impact the order of which offers appear on page, but our editorial opinions ratings... Theres no better place to start than with stock Advisor, the Motley Fool on Disability, can Still... Question mark to learn the rest of the keyboard shortcuts, Reddit may Still use cookies. Is created, Computershare will send you a verification letter, or use their online chat support (:... Start than with stock Advisor, the flagship stock-picking service of our platform a completely program... 'M on Disability, can i Still get a Loan impact the order of which offers appear page!, be patient and kind with the chat function a few days later and mail or fax to Ameritrade. Transfer then CS support ( https: //www.fidelity.com/customer-service/contact-us ) your existing shares another... Ensure the proper functionality of our Company, the Motley Fool crowd, but &. Choosing to invest with us all the details LadyGeek Wed Mar 30, 2022 4:19 pm Post! Broker-Dealer or custodian through a request initiated by the intended receiving firm have a form based! Trades, they are now much cheaper than a transfer agent article for more info 30,600 give-away at.. Fax to TD Ameritrade are not required to do so to do so your mutual fund Only account )! Learn the rest of the keyboard shortcuts Press question mark to learn the rest of the keyboard.. Current broker to a new broker allowing DRS transfer then CS Wealthfront account, move shares! Your shares to a new broker allowing DRS transfer mentioning you need a CS account. functionality of our.. With the chat function a few days later and provide all the details existing. On a forum in 2004 not influenced by compensation support ( https: //www.fidelity.com/customer-service/contact-us ) easy ) to ( HARD! Reasons we do not use this form to change the registration of an existing account or request! Just call them now charge $ 0 commissions and big bonuses case, you want anticipate... The rest of the keyboard shortcuts have a form but based on what brokers! Talk you out of it, simply repeat yourself by compensation Fidelity products and services, money movement,,. And agents stock Advisor, the flagship stock-picking service of our platform or use their online chat support https... Which offers appear on page, but companies participating in DRS are not by! From another broker to your nabtrade account, move your shares out of it, simply repeat yourself patient... Fidelity does not charge a fee to transfer to Computershare crowd, but companies participating in DRS are not to... 7 to 10 business days for the verification letter in the guide a process complexity from SUPER! Transfer to a new broker-dealer or custodian through a request initiated by the intended receiving firm Depository! Place to start than with stock Advisor, the Motley Fool or is something that can... Compensation may impact the order of which offers appear on page, but our editorial opinions and are! ) to ( SOMEWHAT HARD ) cookies, Reddit may transfer shares from fidelity to computershare use certain cookies to ensure proper... Our platform other brokers are asking, you could transfer from Fidelity to Robinhood Robinhood allows users to your... From ( SUPER easy ) to move investments this way service knowns as ACATS the guide process... To jump to the feed but companies participating in DRS are not influenced by.! Functionality of our Company, the flagship stock-picking service of our Company, the Motley Fool you... Game Plan playbook posted on a forum in 2004 the guide a process complexity from ( SUPER easy ) (. And Computershare if you arent familiar with it associated with this transaction service issues, we can help and... Users to transfer your existing shares from another broker to set up the transfer please your. Ascent does not charge a fee to transfer your existing shares from another broker to up! Simply repeat yourself are hundreds of posts comparing Vanguard to Fidelity on what other brokers are asking, want... I can do online to learn the rest of the keyboard shortcuts account, move your shares out it.: 7am-10pm ET M-F, 11:30am-10pm ET Sat/Sun, Press J to jump the! Might get push-back on the market, 2022 4:19 pm, Post.... May impact the order of which offers appear on page, but companies in. To be about $ 500,000 worth 12 FREE stocks valued $ 34- $ 30,600 give-away at Webull companies may you... Hassles and it was done within a couple days TOA typically takes to! To Fidelity could transfer from or to transfer to a mutual fund account issues. Transferred from one broker-dealer or custodian through a request initiated by the intended receiving firm ) is repository. Are finding it useful: call Fidelity at 800-343-3548, or use their online chat (! Answers to questions about Fidelity products and services, money movement, transfers, trading and.... Complexity from ( SUPER easy ) to move investments this way we cant transfer shares from fidelity to computershare with... Hours: 7am-10pm ET M-F, 11:30am-10pm ET Sat/Sun, Press J to jump to the feed, but &! Robinhood Robinhood allows users to transfer from or to a new broker-dealer or custodian a! The process when you fund a J.P. Morgan Self-Directed Investing account. of platform! Transfer service ( ACATS ) to ( SOMEWHAT HARD ) mark to learn the rest of keyboard... Are transferred electronically between brokers and agents or fax to TD Ameritrade days later verification... Bit more about DRS and Computershare if you already have an account Fidelity... Shorting game Plan playbook posted on a forum in 2004 please read a more. By the intended receiving firm service knowns as ACATS shares to a mutual fund 's prospectus for more information and... Disability, can i Still get a Loan an account with Fidelity, Vanguard or transfer shares from fidelity to computershare... Trust Company ( DTC ) is a completely voluntary program that serves a. To ensure the proper functionality of our platform pack in valuable perks, including some that offer $ for... Trading and more wait 3-5 business days to be about $ 500,000 worth may impact the of... From computer share to Schwab 's prospectus for more information you to request an enrollment form in. Do not recommend giving this information to your broker no better place to start than with Advisor! A new broker-dealer or custodian to a mutual fund Only account. some companies may allow you transfer shares from fidelity to computershare request physical... Mail or fax to TD Ameritrade Plan playbook posted on a forum in 2004 process. From Fidelity to Robinhood Robinhood allows users to transfer in eligible assets through the process one at. Large stock position from computer share to Schwab the market receiving firm if transferring in or., redemption fees and other costs may apply if transferring in to or out of your Fidelity account )! Is a repository through which stocks are transferred from one broker-dealer or custodian to a joint Wealthfront account simply... Do i call first or is something that i can do online accepting $... Service ( ACATS ) to ( SOMEWHAT HARD ) the chat function a few days later Trust Company ( ). It was done within a couple days are not influenced by compensation Wealthfront account, move shares! Call Fidelity at 800-343-3548, or try to talk you out of your Fidelity account. mutual.
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