. Someone made a post where he transferred some shares and sold one and the timeframes. Total call time ~7 minutes. You can then set up your account. Step 2. For the email write: I would like an outbound DRS transfer as detailed in the attached Letter of Instruction. For some of these DRS, you'll need a few details like ComputerShare address, etc. Step 2. Section 4: Your address. Its important to make sure you evaluate if a DRS transfer is right for you. 0000014350 00000 n This Part 1 covers the biggest US brokers as well as the process to register IRA shares. 0000023128 00000 n From u/Doom_Douche / SuperStonk Post: When you wish upon a star - a complete guide to Computershare. Step 2. This can be for a few reasons, such as a middle initial existing on one account, but not the other. Commentdocument.getElementById("comment").setAttribute( "id", "a89c9813d1ed963e6d1e4166fed1610b" );document.getElementById("g82ed375d5").setAttribute( "id", "comment" ); Save my name, email, and website in this browser for the next time I comment. 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. 0000024294 00000 n Fidelity have been known to reimburse up to $75 if asked. The broker and Computershare will take care of the transfer and open a Computershare account for you. From u/Criand / SuperStonk Post: Direct Registering Shares (DRS) is the MOASS key handed on a golden platter. Getting a tracking number should take a day so you can call back and ask for it. Keep in mind the CS agent might not see your online registration (it can take up to 24h) but you can pay for the Express. M1 Finance charges a $115(US) fee for each DRS transfer. This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $100. See below: Ticker: GME CUSIP: 36467W109 ComputerShare details: COMPUTERSHARE TRUST COMPANY, N.A. Up to you but feel free to download my letter template and fill your details. If you are still having second thoughts please do not be afraid or hesitate! 0000002663 00000 n Say: I want an outbound DRS transfer of my GME shares to Computershare. Step 1. There is also a possibility of a $115 fee if the transfer is rejected. Edit: I'm putting a strikethrough this Avanza process as it's been outlined that Avanza is now claiming they can't do a transfer unless a CS account is open. Access Issuer Online. For me, I want these shares in MY name, not street name. 0000022736 00000 n It takes a tiny bit more wrinkles but it's doable. They are the designated transfer agent for 37.4% of the market. 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). For some of these DRS, you'll need a few details like ComputerShare address, etc. 0000003169 00000 n When you receive the verification code letter: If you have any corrections, or know of any other brokers, please let us know through the. Box 505005 Louisville, KY 40233-5005 (888) IBM-6700 (United States, Canada and Puerto Rico) (781) 575-2727 (all other areas) ibm@computershare.com # PROCESS COMPLEXITY : (Phone) / (Form/Secured online message), # METHOD: Phone or Form/Secured online message, Step 1. The stock (GameStop), its ticker (GME), and its CUSIP (36467W109). It sounds fucking dumb to say but be confident about what you are requesting and be ready with more information than you probably need (read this post). Transfer Wizard is the quickest, easiest and most accurate method to create your transfer documents. 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). When you receive the verification code letter: If you have any corrections, or know of any other brokers, please let us know through the. 0000018659 00000 n htW TnjZ\UIUG5j. 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). You'll need your Fidelity Account #, Computershare's details (Address and DTC #, see above), Gamestop ticker (GME) and CUSIP 36467W109 plus some personal information. Welcome to Transfer Wizard Home With the Computershare Transfer Wizard, transferring your shares is easy. Then you can enter the verification code. Step 3. You will receive your transfer confirmation a few weeks later. Many companies offer a DSPP with a DRIP as a way for employees and long-term investors to invest small amounts of money at regular intervals and reinvest dividends with little or no fees. This will take another 2-3 business days. %%EOF If you don't have a CS account, that's ok, they should be able to proceed. This sexy ape called u/Bibic-Jr is keeping a good log of all brokers. This is simply a gathering of information available publicly. Computershare will then prompt you to create your username, password and security questions. NOTE: You are basically gifting/transferring these shares to yourself. FYI, you'll need to provide: The lot you want to transfer along with the ticker GME and the CUSIP 36467W109, Computershare's details (DTC # and Address as per above), If you don't have a CS account, just write "To be created by Computershare" or "N/A", # NOTE: You don't need to open a CS account, Schwab will take care of it. Access Employee Equity Plans. You can save post by clicking the banner in the upper right. I stated the quantity of GME, and LIFO (Last In, First Out). # 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. Last In, First Out aka LIFO - The last shares you bought will be transferred first. Is It Safe To Link My Bank Account to Fidelity Full View? For a successful DRS transfer, your Fidelity account must also be in good standing, and there is no margin debit balance. Step 1. - That's true. Cookie Notice Home Support Articles How to DRS Your GME Stock Share to Fidelity. I'm keen to include other brokers like Revolut, Degiro, WealthSimple, Schwab, Vanguard, and E*Trade so feel free to DM if you have details. Currently waiting on another order to go through on CS (bring on the dip Kenny!). Was literally just about to request a guide, but alas. DON'T HESITATE TO FLEX UP. Opinions and memes welcome. They have a form allowing to do a Transfer out for DRS (see step 2). At that point, they should be able to pull the right form and help you out. Register with your SSN, your ZIP code, etc. I've also uploaded a filled template on imgur to help apes fill it correctly. We have found that holders who use the Transfer Wizard are three times LESS likely to have their request rejected for missing information. I won't be tempted to touch them. This is Part 1 of the Step-by-Step Guide to transfer to Computershare out of your broker. If you want to try and save some money, you can transfer to a broker who can DRS transfer for free. Please note: this will take you to one of our external sites, Manage your cap table and self-administer employee equity plans. 0000012089 00000 n Weirdly enough, the shares are still in the Fidelity account, too. A guide to TRANSFER a portion/all of your GME shares to Computershare (referenced as CS in this post). Step 3. Fidelity Total Price Improvement: What Is It? Head to Contact Us and click on Secure Mail to return the form. Double-check that you won't need the $500 deposit. Press J to jump to the feed. If you are prompted by the automated system, say "stock certificates" to be connected with the correct Customer Service representative. The date now is Friday, September 24. Open an account with Fidelity. 0000017465 00000 n - Really valid question and it's a personal choice again. 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?" This will be used to create your CS account. I've made a blank template you can use here you can use as an attachment. Said they've had several thousand individuals make this request. Step 2. International apes can certainly buy and transfer into CS. Computershare will then prompt you to create your username, password and security questions. I was told that Computershare do support retirement accounts. Make sure you follow up with them. Your broker will transfer the shares based on your name and address. Investor Centre. hey, my account number appears as @*****####, where @ is a letter, # are numerals, and the asterisks are litterally asterisks. Start a buy order, they will withdraw from your bank and they do large buy orders every Thursday. Step 2. 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 . Step 1. 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. 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 site is not affiliated with GameStop nor Computershare and only intended to provide information about GameStop and DRS. Send an email to CommsecInternationalSettlements@cba.com.au and commsecinternationaldesk@cba.com.au with the subject line: "Outbound DRS Transfer - Pershing [YOURACCOUNTNUMBER]", # Note: You don't need to open a ComputerShare account, Avanza will take care of it as part of the process. Thanks for reaching out to us. You need to use CAPITAL LETTERS and BLACK INK. They should have a secured message center. <]/Prev 51848>> Step 2. Return. Answer security questions such as Social Security number, ZIP Code, name of the stock that you hold (GameStop). startxref I was instantly allowed access to my account (no waiting in the mail as I've seen reported here.) This time it will be 98% of my shares instead of 30%. 0000014651 00000 n 0000025552 00000 n Unfortunately, for the majority of international apes, it is not possible to open an account with CS directly. TLDR: This is an update done on 14 Sept 2021. Your shares are held in book-entry form. 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). Simply return your forms (and. # FEES: $115 (if rejected, it will be $125 rejection fee). I was able to register an account with Computershare today and the shares are in that account. Login to your account and head to Help and Settings >> Forms and Applications >> Search for 'Outgoing partial transfer' and click 'e-sign'. I can't find it anymore, so go figure. It's best to contact your employer or reach out to the institution holding your funds to determine how many units can be transferred. ELI5: You can choose which shares you want to transfer (the first ones you bought? You contact TDA and ask for a form TDA371 or just use your favourite search engine and type something like "TDA 371 Ameritrade". "Computershare has a shitty ceiling on max sell?" In all three cases, you'll get the same ACATS form. 0000011472 00000 n Step 1. 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