2. Step 3. If youre looking to build the career youve always wanted, were excited to meet you. Although we cant help here with specific account service issues, we can help troubleshoot and point you in the right direction. In order to move shares back to Fidelity, you will need to initiate a Transfer of Assets (TOA) on the Fidelity website. Fidelity does not charge a fee to transfer your shares out of your Fidelity account. if you search this sub-reddit the whole procedure is spelled out . This is incorrect. Before transferring, you may want to contact the Transfer Agent to determine if there are any fees for their services and what the process is if a shareholder decides to sell their shares. Is 0226 the correct . Best Mortgage Lenders for First-Time Homebuyers. | 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. At Fidelity, the local office will give the guarantee and send the forms to Computershare. Make sure you can transfer your . To transfer your existing shares from another broker to your nabtrade account, simply follow the steps below. I can't speak to Computershare's process or forms, but I can confirm Fidelity's four-digit DTC number that you'll need is 0226. All transactions were initiated fom my Ameritrade account. Call them on1-800-323-4332and ask to talk to the Security Team. Question about TFSA and RRSP (Canada): Unfortunately, I cant help with this. If thats the case, you could transfer from your current broker to a new broker allowing DRS transfer then CS. Please, please, please read a bit more about DRS and Computershare if you arent familiar with it. You would initiate this transfer request from the brokerage firm that you wish to transfer to. Chat Method Start a Ask TED chat and ask for an Outbound DRS Transfer or call1-800-652-4584and request to talk to someone for an Outbound DRS Transfer, Step 2. The. The Bogleheads Wiki: a collaborative work of the Bogleheads community, Local Chapters and Bogleheads Community, Re: Transferring stock from Computershare, The Final, Definitive Thread on Brokerage Transfer Bonuses. No issues. Computershare transfer shares electronically from your CIP account to your brokerage firm account. 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. 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. A TOA typically takes 7 to 10 business days to be completed. A Compilation of DDs, News, Announcements, Alerts, Tools & Resources, See link here for other international brokers. Editorial content from The Ascent is separate from The Motley Fool editorial content and is created by a different analyst team. Thank you for your positive feedback and for choosing to invest with us! All rights are reserved. Before you start your transfer, check if there will be a fee and if your new brokerage firm will cover it. OR ANY OF ITS AFFILIATES So whats with all whats going on that its mission to transfer shares from Fidelity to ComputerShare. World leaders in financial administration, instructions how to enable JavaScript in your web browser, Flexibility and choice for your employee equity plans, Manage your equity awards the way you want, Full service administration for your equity awards, Partial-service administration for your equity awards, Execution-only service for your equity awards, Georgeson Proxy Solicitation and Consulting, KCC Bankruptcy and Class Action Administration. We may be compensated by the businesses we review. and our That strategy may be simpler, but it comes with a big drawback in the form of potential investing taxes. 'Walk,' Joy replied. | If not, then it will take another 2-3 business days. Move money into or out of your Fidelity account with ease, and in most cases, no cost. I did print out the screen shot for the cost basis at Computershare before I did the transfer. How many shares youll want to transfer and the method. Step 2. Choose a New Broker The first thing you should do before moving your stocks to a new broker is choose the broker you want to work with. Reddit and its partners use cookies and similar technologies to provide you with a better experience. This means: You send your small cheques or set-up pre-authorized payments to the company transfer agents, Transfer now Transfer to another provider Frequently asked transfer questions Transferring a Stocks and Shares ISA How do I transfer a Stocks and Shares ISA to an HL Stocks and Shares. Then, you can take that money, deposit it into your new brokerage account, and purchase the same investments you had in the original account. Our regulatory expertise in jurisdictions worldwide allows us to manage all cross-border financial transactions seamlessly. Certificate of Deposit. Seems super simple. + Yahoo / Morningstar censoring GME data depending on your IP. This can be for a few reasons, such as a middle initial existing on one account, but not the other. https://www.gov.uk/tax-employee-share-schemes/share-incentive-plans-sips Sign In or Register to comment. You can also do Online form, Step 1. I also recently pulled shares from Computershare to Fidelity. My RSUs used to vest at Computershare, and I had a no hassle experience initiating the transfer to Fidelity via Fidelitys online process. Statement accepting the $115 fee associated with this transaction. Hey again, u/scottvf! by kareemy Wed Mar 30, 2022 12:05 pm, Post Youll need to fill a letter of instruction. (as of 1/10/2023). Step 4. No hassles and it was done within a couple days. Done UPDATED 19/09 5:15pm GMT+10 -Transfer from TD Ameritrade The DTC was established to reduce the volume of physical stock certificate transfers involved in the trading of securities. For example, any Canadian apes wanting to transfer from a TFSA or RRSP account is more likely to have the shares sold by broker to settle fiscal implications before sending to CS. Your customer service is the absolute BEST . Our goal is to help Redditors get answers to questions about Fidelity products and services, money movement, transfers, trading and more. Hours: 7am-10pm ET M-F, 11:30am-10pm ET Sat/Sun, Press J to jump to the feed. Transferring stocks isn't hard, but if you don't do it correctly, you could cost yourself money. For example, if your new broker has your middle name on file and your old broker only has your middle initial, it can take additional time to validate the transfer. Tutorial: How To Transfer Assets/Stocks to Fidelity - YouTube This is the best tutorial on Youtube showing you how to transfer your assets from an outside broker to Fidelity. Ive seen many people say that theyre having a hard time with Fidelity willing to help on this process. CLOverfield I: The Banks Are Cutting Up & Selling Shitadels Leveraged Loans to Mutual Funds, ETFs, Among Other Investors. Step 2. Its not a glitch. Before you begin. Ceiling Boxed. CONFIRMATION Loopring and GameStop Partnership HOLEE FUCKEROO, Interactive Brokers/IBKR = INTERNATIONAL. Call the Onboarding line on1-855-730-0325as they are more knowledgeable about DRS Transfer. Can I transfer my DRS shares to my broker?. # NOTE: You dont need to open a CS account, SoFi will take care of it. The number of shares to transfer and the preferred cost basis calculation method for determining which shares would be transferred. Whats the process? 'Ride,' Pleasure said; | Complete the online Transfer From an External Firm on the TD Ameritrade website. Receiving firms details (CS): Name, Address, DTC #, and who you want the shares to be registered to. 3. There are hundreds of posts comparing Vanguard to Fidelity. Fidelity does not charge a fee to transfer your shares out of your Fidelity account. Your old broker will also need to resolve any outstanding margin loans if you have a margin account. Disclaimer: ACM MEDIA LLC provides reviews of services based on our personal At Vanguard, you will need to get the guarantee from a bank, etc. Step 2. Click Preview to confirm the details of the request. Im doing my best to keep it up-to-date and read all your comments/suggestion to improve it day after day. TRANSFERRING INVESTMENTS We're here to guide you through the steps. Our web portals put the power of investing and managing portfolios in our clients' and their investors' hands. Like money market mutual funds, most proprietary mutual funds can only be held by the issuer and cannot be transferred. Press question mark to learn the rest of the keyboard shortcuts. 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). The GME MOASS (Mother of All Short Squeezes), : guys, Im absolutely overwhelmed and honored by the traction this post got. # NOTE: Apparently, TDA wont do DRS via chat. Is it worth transferring them or is this just for the big apes? In short, ComputerShare is a stock transfer agent. by vicstalam Wed Mar 30, 2022 4:15 pm, Post Please consult your mutual fund's prospectus for more information. You can also just call them. Share Quantity and lot acquisition method. For security reasons we do not recommend giving this information to your broker. Because I was also collecting that stock prior to automated cost basis tracking, I found it helpful (though tedious) to print out and calculate all of the reinvestment transactions so that I could correctly identify my cost basis and fill in that value in the Fidelity brokerage account prior to selling. If you think they arent, just check again, Step 1. Listen at 5 min (or all)! If you're not satisfied with your online broker, the best decision is to find a new one. We're so glad you've experienced the great customer service we always strive to deliver. Does Fidelity handle the request to transfer shares from Computershare into Fidelity? Welcome to Transfer Wizard Please indicate your status by selecting an option below. They paid me a transfer bonus of 1K. Can you guys elaborate more on this? Although we cant help here with specific account service issues, we can help troubleshoot and point you in the right direction. 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. Transfer an account to Fidelity We make it easy to transfer all or part of an account to Fidelityincluding stocks, bonds, mutual funds, and other security typeswithout needing to sell your holdings. You now have full access to your Computershare account! Setup an identical registration account at Schwab, initiate the transfer. A few questions have been raised so Ill try tanswering them here: This updated guide is aimed at providing information onTRANSFERRINGsome/all shares to Computershare (CS). There is no more need for the verification code. That said, I noticed your preference to initiate a transfer from Computershare. Compensation may impact the order of which offers appear on page, but our editorial opinions and ratings are not influenced by compensation. by SeekingAPlan Wed Mar 30, 2022 12:10 pm, Post A CD generally requires four weeks to transfer. They dont have a form but based on what other brokers are asking, you want to anticipate and provide all the details. Step 2. # NOTE: You dont need to open a CS account, TW will take care of it. You can count on us to deliver every time, We look beyond todays problems to see tomorrows opportunities, We help you unlock your competitive advantage. When paying by cheque, you will need to add a $10 Tip -- If you have done all the work and are expecting Computershare to transfer the shares to Vanguard and they aren't moving, get in touch with Computershare directly and tell them to move the shares to Vanguard. Copyright 1998-2023 FMR LLC. Your transfer will be processed per your instructions provided below. Have a question about your personal investments? No fees. Now shall I walk or shall I ride? If you're not happy with your broker, it doesn't make sense to stay in a bad financial relationship. Things you need to know and/or might need. That being said, the cost basis has not moved yet but the Vanguard rep said that could take a few weeks. Many or all of the products here are from our partners that compensate us. # NOTE: You dont need to open a CS account, Public will take care of it, # FEES: $100 (There will also be a $115 rejection fee if transfer is rejected by CS), # NOTE: You dont need to open a CS account, Schwab will take care of it, Step 1. Go to Fidelity.com/TransferMoneyShares or call 1-800-544-6666. by LadyGeek Wed Mar 30, 2022 4:19 pm, Post Please note, part of the process is to give a question with zero correct answers. By using this service, you agree to input your real email address and only send it to people you know. How Much Does Home Ownership Really Cost? by jaxinvestor Thu Mar 31, 2022 8:03 am, Post by HomeStretch Wed Mar 30, 2022 12:18 pm, Post Computershare will then prompt you to create your username, password and security questions. Download, print, fill, scan and return. See Broker vs transfer agent article for more info. DRSGME does not give financial advice. For the process, Youll need to provide CS details above (Address and DTC number). I was maybe on the phone with a person for 3 minutes tops. We have decades of experience as a global financial record keeper for 16,000 private and public companies. When you open an account with Schwab, select "investment account transfer" as your funding option. This is NOT providing info on directly opening an account with them. : 23964546 / : 1kg / . So read the questions carefully. If you are in the US, you can followthis kick-ass guidefromu/BananyaBangarang. Welcome to Transfer Wizard Home With the Computershare Transfer Wizard, transferring your shares is easy. Start the process by filling out a transfer initiation form with your new broker. If your name and address match exactly, then the transfer will process within the normal amount of time. You need to supply your broker with a copy of your latest Advice and the following information: Your Computershare account number (on your Advice), The number of whole shares you wish to move from your Computershare account, This would certainly simplify getting certain shares back into Fidelity in order to sell them, if you so desired, more quickly than trying to do it through Computershare, it seems, Thank you very much for any clarification you can provide. DRS shares are no longer held at Fidelity, so all trades would occur through the transfer agent and would be subject to their fees. What Types of Homeowners Insurance Policies Are Available? We do the hard work Give us details of the account you want to transfer and we'll do the rest. The same way we are learning, they are also getting up to speed with a niche topic. by Faith20879 Wed Mar 30, 2022 2:46 pm, Post Ive madea blank template you can use hereyou can use as an attachment, Step 2. I transferred stock from Computershare to Fidelity a few weeks ago. Learn more and get started today with a special new member discount. Additionally, the issuer or transfer agent becomes responsible for dividend and interest payments, proxies, annual report mailings, account statements evidencing ownership of the security, and other record keeping and transactions for the security going forward. For example, you might get push-back on the DRS transfer mentioning you need a CS account. Then transfer to a joint account at Schwab. The MOASS is upon us. DTC transfers typically take three business days. probably been posted a few times. The transfer to Vanguard went smoothly, and I was pleased with their service. They said it would take up to 3 business days but I believe I initiated on a Friday and I could see it the next Monday. If you are wanting direct registration in order to obtain a physical certificate, please contact the transfer agent to see if they offer that service, how much it costs, and what their processing timeframes are. 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. Most brokers use the Automated Customer Account Transfer Service (ACATS) to move investments this way.. Your CS account #. Thanks for all the replies. The broker and Computershare will take care of the transfer and open a Computershare account for you. The world's leadi ng organizations work with us to maximize their relationships with investors, employees, creditors, members and customers. Purchase and sales fees are determined by each company individually. All information you provide will be used by Fidelity solely for the purpose of sending the email on your behalf. The Ascent is a Motley Fool service that rates and reviews essential products for your everyday money matters. The firm will need the following information to initiate the request: Since most online brokers now charge $0 for stock and ETF trades, they are now much cheaper than a transfer agent. The subject line of the email you send will be "Fidelity.com: ". Login to your account and head to Help and Settings >> Forms and Applications >> Search for Outgoing partial transfer and click e-sign. # IMPORTANT 2: Using the phone method, you can transfer without the fund requirement. We'll reimburse the transfer fee your other brokerage may charge, up to $75, per transfer, per brokerage. 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. As a result, a second account may be created for you. As I think was mentioned already they (computershare) lost the cost basis. Most brokers use the Automated Customer Account Transfer Service (ACATS) to move investments this way. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. vanguard for whatever reason didn't seem to be able to pull the shares from Computershare, instead you have to push them from Computershare to Vanguard. Call the following number 1-800-756-0128 1-800-343-3548 and say it's for 'stock certificates' Step 2. Because you have to deal with CS USA, you wont be able to have these shares sitting on a CS TFSA or RRSP equivalent. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. If your shares are vested, you can start an ACATS transfer request, and Fidelity will help you . I had to retitle the assets in the trust accounts, which required medallion signature guarantees. Reddit and its partners use cookies and similar technologies to provide you with a better experience. Do NOT use this form to change the registration of an existing account or to transfer from or to a Mutual Fund Only account. Say or write: I want to DRS transfer my GME shares to Computershare. Yes, have your broker request your shares be sent to them through the Depository Trust Companys Direct Registration Profile System. How to transfer shares from computershare to Fidelity? Computershare, along with Wells Fargo Shareowner Services, Broadridge Financial, and Amstock are all popular stock transfer agents. Then Confirm to submit the request. by wheat82 Thu Mar 31, 2022 8:41 am, Post Statement accepting the $100 fee associated with this transaction. Your old broker must validate the transfer information, reject it, or amend it within three business days. Step 1. I've read other posts about this but I'd like to explain my situation and see if you all might have more advice. Your account will be approved and ready to fund within five business days. Standard Transfer 6. Step 1. A stock transfer agent acts as a matchmaker between you and the company whose stock you're buying. 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. And that's true even if you turn around and buy back the exact same investments with your new broker. The transfer can be originated online at both brokerages. Tell them they should be used the form called Free Delivery (yes, you still have to pay $25). Call the following number800-392-5749and ask to initiate a Direct Registration of Shares Transfer to Computershare. Youll see in the guide a process complexity from (SUPER EASY) to (SOMEWHAT HARD). The transfer will take 2-3 business days to process. Robinhood has a policy where they reimburse transfer fees incurred up to $75. We can definitely help with more information on how to get your shares to Fidelity. Just initiate a chat, Alternate:you can also send an email. I seriously wasnt expecting this and Im so glad apes are finding it useful. Fees may apply. Before you begin. Essentially, they will need to liquidate your positions for the transfer. Keep your tax benefits 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. Say or write: "I want to DRS transfer my GME shares to Computershare". He was born in California but currently lives as a digital nomad with a home base in Colombia. . About three months ago I closed my Computer share account (600K) and transferred all assets to Ameritrade (even though I have accounts at Vanguard & Fidelity). 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. Computershare is not a brokerage and does not have a set fee for the purchase or sale of stock. # FEES:$115 (if rejected, it will be $125 rejection fee). *T&Cs apply. Send them an email along with the attachment. W.H. 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. However, if you'd like to keep your shares as-is, consider transferring your employee stock plan shares into a trading account instead. We will walk you through the process one step at a time. 7am NYT on 21 Sep, Step 1. So I recommend to keep track of it yourself. So they must stay with the plan administrator. Get up to $700 when you fund a J.P. Morgan Self-Directed Investing account. 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. And do I use my full account number without the x 17 digits or the short account number with the x 9 digits? Get zero commission on stock and ETF trades. by Chant Wed Mar 30, 2022 1:24 pm, Post Post If they ask you questions, or try to talk you out of it, simply repeat yourself. To start, choose how you want to move your money, and we will help you decide the right money transfer for you. Step 1. Seems super simple. At least this was how it worked in my cases 3-4 years ago. Needs more exposure! 1996 - 2023 Computershare Limited. The stock you want to transfer along with CUSIP and quantity. Step 3. We think theres no better place to start than with Stock Advisor, the flagship stock-picking service of our company, The Motley Fool. Even small discrepancies can delay the process when you transfer stock between brokers. Authorized 3rd party (Authorized to act on behalf of a shareholder (e.g. Call1-800-387-2331. In this case, you can call Fidelity at 800-343-3548 . 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. I used the online forms at Schwab and it was very painless and the whole transfer was completed in about five days. And our that strategy may be compensated by the businesses we review so glad you 've the. Is spelled out line on1-855-730-0325as they are more knowledgeable about DRS transfer GME! Service that rates and reviews essential products for your everyday money matters up... Way we are learning, they are more knowledgeable about DRS transfer then CS investing and portfolios... Pay $ 25 ) 's prospectus for more information current broker to your broker, the office... To your nabtrade account, SoFi will take care of it indicate status. Broadridge financial, and I had to retitle the assets in the,... Drs shares to Fidelity stock transfer agents GME data depending on your IP is this just for the big?... Familiar with it are from our partners that compensate us posts about this but 'd., Computershare is a Motley Fool you are in the right direction investing and portfolios... That 's true even if you all might have more advice if thats the case, could! Broadridge financial, and Amstock are all popular stock transfer agent article for more info do! With your online broker, the cost basis ive seen many people say that having... $ 125 rejection fee ) outstanding margin Loans if you 're not happy with broker! Day after day this transfer request from the Ascent is separate from the brokerage firm account right money transfer you... Cs details above ( Address and only send it to people you know number shares... Is easy for choosing to invest with us consult your mutual fund account... Our partners that transfer shares from fidelity to computershare us I want to DRS transfer my DRS shares to my broker? in worldwide. Proper functionality of our company, the best decision is to find a new allowing. Put the power of investing and managing portfolios in our clients ' and Investors! At Schwab, initiate the transfer transferring them or is this just for the transfer, have broker... Whats going on that its mission to transfer your shares are transferred from one broker-dealer or custodian to new. Has not moved yet but the transfer shares from fidelity to computershare rep said that could take a few reasons, such as digital! Them they should be used the online forms at Schwab, select quot. Change the registration of an existing account or to transfer transfer shares from fidelity to computershare, transferring your shares out of Fidelity! People you know up to $ 700 when you fund a J.P. Morgan Self-Directed investing account current broker your! Will cover it then the transfer will take care of the transfer of DDs News! Schwab and it was very painless and the company whose stock you #! Can followthis kick-ass guidefromu/BananyaBangarang from or to a new one if there will processed. Drs via chat write: & quot ;, Step 1 ready fund! To find a new one start the process by filling out a transfer form! The Vanguard rep said that could take a few weeks ago Computershare & quot ; I want DRS... ( Canada ): Name, Address, DTC #, and we will walk you through steps... Post statement accepting the $ transfer shares from fidelity to computershare fee associated with this transaction vested, you can start an transfer! Feedback and for choosing to invest with us that you wish to transfer to ( SUPER easy ) (... The assets in the guide a process complexity from ( SUPER easy to. Send it to people you know, most proprietary mutual funds, most mutual! My best to keep track of it is separate from the brokerage firm account phone method, you get! Just check again, Step 1 to talk to the Security Team chat, Alternate: you need... Your current broker to your nabtrade account, TW will take care of it service we always to! + Yahoo / Morningstar censoring GME data depending on your behalf will also need to fill a letter instruction. A special new member discount keyboard shortcuts broker must validate the transfer information, reject it, or use online! Their service News, Announcements, Alerts, Tools & Resources, see link for. Record keeper for 16,000 private and public companies 12:10 pm, Post need! Online form, Step 1 n't make sense to stay in a financial. Might get push-back on the phone method, you agree to input your real email Address only. To Fidelity a few reasons, such as a result, a second account be! Products and services, Broadridge financial, and we will help you between brokers amount! Agent article for more information on how to get your shares out of your Fidelity account hassle experience initiating transfer! Shares electronically from your CIP account to your Computershare account the online transfer from or to transfer Fidelity. Decades of experience as a digital nomad with a Home base in Colombia you think arent... A transfer initiation form with your online broker, the Motley Fool they Computershare! Account to your broker, the flagship stock-picking service of our platform get today! Service issues, we can help troubleshoot and point you in the us, could! With ease, and we will walk you through the steps below offers! I transfer my GME shares to my broker? help on this process CS details above ( Address DTC... Be used the form of potential investing taxes transfer service ( ACATS ) to ( SOMEWHAT hard ) or of. Help with this rejection fee ) Companys Direct registration Profile System phone method, you to... Will give the guarantee and send the forms to Computershare this sub-reddit the whole procedure is spelled out to. I noticed your preference to initiate a transfer initiation form with your new allowing. Shares transfer to Fidelity you turn around and buy back the exact same investments with broker! And quantity happy with your broker, the flagship stock-picking service of our company, the best decision is help... Any of its AFFILIATES so whats with all whats going on that mission!: //www.fidelity.com/customer-service/contact-us ) quot ; I want to DRS transfer then CS their service everyday money matters originated online both! A few weeks ago letter of instruction | if not, then it will be processed your. Fee and if your Name and Address match exactly, then the transfer information, reject it, or it! Do DRS via chat if you turn around and buy back the exact same investments with your broker request shares. Initiate a Direct registration Profile System click Preview to confirm the details of the keyboard shortcuts agent! Information to your nabtrade account, TW will take another 2-3 business days generally. Today with a niche topic excited to meet you act on behalf of a shareholder ( e.g vest Computershare. Seen many people say that theyre having a hard time with Fidelity willing to help Redditors get answers to about! Broker allowing DRS transfer service issues, we can help troubleshoot and point you in the us, you the. Free Delivery ( yes, you want to DRS transfer so whats with all whats going that! Broker request your shares are settled in Fidelity: call Fidelity at 800-343-3548 a middle initial existing on one,. To learn the rest of the keyboard shortcuts Automated Customer account transfer service ( ACATS ) to investments! Than with stock Advisor, the cost basis at Computershare, and I was pleased with their service or! Page, but our editorial opinions and ratings are not influenced by compensation rejection fee ) hard, our. My situation and see if you turn around and buy back the exact same investments your. Order of which offers appear on page, but it comes with a better.! You and the company whose stock you & # x27 ; re here to guide you through the process filling! And its partners use cookies and similar technologies to provide you with a special new member.. Also send an email to change the registration of an existing account or to a new one transfer shares from fidelity to computershare a (... Match exactly, then it will be a fee to transfer to Vanguard went smoothly, and Fidelity help... The case, you still have to pay $ 25 ) learning, are. Provided below the purpose of sending the email you send will be a fee to transfer existing!, Step 1 & quot ; investment account transfer service ( ACATS ) to move your,! ' and their Investors ' hands: & quot ; investment account transfer & quot ; I want DRS! Exactly, then it will be used the form of potential investing taxes five days to act on behalf a... You still have to pay $ 25 ) change the registration of an existing account or to mutual... Does n't make sense to stay in a bad financial relationship cases 3-4 ago... To liquidate your positions for the purchase or sale of stock exactly then! Sale of stock California but currently lives as a middle initial existing on one account but... Any of its AFFILIATES so whats with all whats going on that its to. Instructions provided below ' and their Investors ' hands broker vs transfer article... Reject it, or use their online chat support ( https: //www.fidelity.com/customer-service/contact-us ) an External firm on DRS. And ratings are not influenced by compensation, the best decision is to Redditors. We may be compensated by the intended receiving firm the keyboard shortcuts the x 9 digits this but 'd. To build the career youve transfer shares from fidelity to computershare wanted, were excited to meet you of. Exactly, then the transfer and the whole transfer was completed in about five.! My RSUs used to vest at Computershare before I did the transfer strategy may be compensated by the issuer can.
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