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. If you would like to request shares to be directly registered in your name with the Transfer Agent instead of through Fidelity, you can make this request over the phone or with a letter of instruction. Your customer service is the absolute BEST . No matter how simple or complex, you can ask it here. If thats the case, you could transfer from your current broker to a new broker allowing DRS transfer then CS. Access the online request form by going toetrade.com>> Accounts >> Documents >> Forms & Applications >> Deposits & Withdrawals section >> Request a Stock Certificate. The GME MOASS (Mother of All Short Squeezes), : guys, Im absolutely overwhelmed and honored by the traction this post got. Log into nabtrade using your customer number and password. Privacy Policy. I just processed mine this morning. Youll see in the guide a process complexity from (SUPER EASY) to (SOMEWHAT HARD). Yes No NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. The MOASS is upon us. 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. We're firm believers in the Golden Rule, which is why editorial opinions are ours alone and have not been previously reviewed, approved, or endorsed by included advertisers. Cookie Notice Question about IRA, ROTH, and tax implication: Unfortunately, I cant help with this. + Yahoo / Morningstar censoring GME data depending on your IP. 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. I started the transfer process online at Vanguard. You now have full access to your Computershare account! 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. # NOTE: You dont need to open a CS account, WS will take care of it. Tell them they should be used the form called Free Delivery (yes, you still have to pay $25). I also want to thank everyone for the awards. W e are a global leader in transfer agency, employee equity plans, mortgage servicing, proxy solicitation, stakeholder communicatio ns, and other diversified financial and governance services. Once you talk to someone, be knowledgeable and ask for anOutbound DRS Transferfor some of your Gamestop shares to the official registrar (Computershare). Send an email with the following details asking for anoutbound DRS Transfer. NOTE:For apes holding accounts with tax benefits (401K, RRSP, TFSAs), you should check that transferring is in your best fiscal advantage. Step 1. Step 2. Can I transfer my DRS shares to my broker?. The most common way to transfer stock between brokers is the direct transfer method. Certificate of Deposit. by HomeStretch Wed Mar 30, 2022 12:18 pm, Post by mw1739 Thu Mar 31, 2022 5:48 am, Post Although we cant help here with specific account service issues, we can help troubleshoot and point you in the right direction. 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. Hours: 7am-10pm ET M-F, 11:30am-10pm ET Sat/Sun, Press J to jump to the feed. Please confirm? To explain why, we need to go over the alternative method that can be very expensive. 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. 'Walk,' Joy replied. | 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. 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. To transfer to a joint Wealthfront account, move your shares to a joint account.) Learn more and get started today with a special new member discount. 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. by SeekingAPlan Wed Mar 30, 2022 12:10 pm, Post Make sure you carefully record all your cost basis data. All Rights Reserved. All rights are reserved. Because you have to deal with CS USA, you wont be able to have these shares sitting on a CS TFSA or RRSP equivalent. ComputerShare is the Transfer Agent for a number of securities. Transfer From Fidelity To Robinhood Robinhood allows users to transfer in eligible assets through the Automated Customer Account Transfer Service knowns as ACATS. Welcome to Transfer Wizard Home With the Computershare Transfer Wizard, transferring your shares is easy. personalized financial advice, and does not recommend the purchase or sale of 2. To start, choose how you want to move your money, and we will help you decide the right money transfer for you. Im doing my best to keep it up-to-date and read all your comments/suggestion to improve it day after day. Then transfer to a joint account at Schwab. Computershares asks for DTC Broker code and Account number. He was born in California but currently lives as a digital nomad with a home base in Colombia. by Chant Wed Mar 30, 2022 1:24 pm, Post Step 1. Computershare is not a brokerage and does not have a set fee for the purchase or sale of stock. Call the following number 1-800-756-0128 1-800-343-3548 and say it's for 'stock certificates' Step 2. | Essentially, they will need to liquidate your positions for the transfer. However, if you'd like to keep your shares as-is, consider transferring your employee stock plan shares into a trading account instead. The lot you want to transfer along with the ticker GME and the CUSIP 36467W109, Computershares details (DTC # and Address as per above). The number of shares to transfer and the preferred cost basis calculation method for determining which shares would be transferred. Please consult your mutual fund's prospectus for more information. It really was painless! Most brokers use the Automated Customer Account Transfer Service (ACATS) to move investments this way. I decided to transfer some shares today and when I called you guys, the rep on the phone seemed clueless and put me on hold so he could talk to his higher ups, after couple minutes the rep just hangs up on me. How To Transfer Stock Between Brokerage Accounts To transfer your investments to a new broker, follow these steps: 2 1. Thanks for reaching out. Even small discrepancies can delay the process when you transfer stock between brokers. Please reach out if you have done it with Firstrade, # NOTE: You dont need to open a CS account, Merril Edge should take care of it. All information you provide will be used by Fidelity solely for the purpose of sending the email on your behalf. 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. Uncover the names of the select brokers that landed a spot on The Ascent's shortlist for the best online stock brokers. 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. Make sure you follow up with them. Ive madea blank template you can use hereyou can use as an attachment. 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. I think I have the option to tell Vanguard what the basis is from my records if for some reason that never moves over. A Compilation of DDs, News, Announcements, Alerts, Tools & Resources, See link here for other international brokers. This form should be available online, but you can call your new broker if you need help. Our goal is to help Redditors get answers to questions about Fidelity products and services, money movement, transfers, trading and more. That said, I noticed your preference to initiate a transfer from Computershare. Download, print, fill, scan and return. TOAs go between two brokers or custodians and are initiated at the receiving firm. Our top picks pack in valuable perks, including some that offer $0 commissions and big bonuses. Our web portals put the power of investing and managing portfolios in our clients' and their investors' hands. Transfer steps. Before you begin. Hey again, u/scottvf! Reddit and its partners use cookies and similar technologies to provide you with a better experience. You would initiate this transfer request from the brokerage firm that you wish to transfer to. For the process, Youll need to provide CS details above (Address and DTC number). Fortunately, the best online brokers frequently offer deals in which they pay any transfer fees the old broker charges. # NOTE: Apparently, TDA wont do DRS via chat. You can also use the Chat function. Your new broker communicates with your old broker to set up the transfer. Over the past 17 years, Stock Advisors average stock pick has seen a 353% return more than 3x that of the S&P 500! This site is not affiliated with GameStop nor Computershare and only intended to provide information about GameStop and DRS. 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. We're so glad you've experienced the great customer service we always strive to deliver. The right brokerage account is critical to get the most out of your investments. by illumination Wed Mar 30, 2022 7:35 pm, Post Check his post for screenshots on the process. The transfer to Vanguard went smoothly, and I was pleased with their service. At Fidelity, the local office will give the guarantee and send the forms to Computershare. Step 5. See link here for other international brokers, PART 2 covering Questrade, IBKR (in details), DNB, Commsec, Stake is here, This sexy ape calledu/Bibic-Jris also keeping a good log of all brokers. It provides electronic recordkeeping and clearinghouse services. computershare transfer to fidelityhow to make a wire wrapped pendant. Select an account from the drop-down menu. Step 2. The firm will need the following information to initiate the request: When paying by cheque, you will need to add a $10 I used to have a process via form/email but phone seems to be super easy. To avoid that, you need to know the right and the wrong way to transfer stock between brokers. Step 3. Yes, have your broker request your shares be sent to them through the Depository Trust Companys Direct Registration Profile System. At this point, please keep these for the other wrinkled apes! mock neck sweatshirt champion; ideal boiler pcb replacement ACM MEDIA LLC publishes content for educational purposes only, does not offer Indicate the number of shares for which certificates should be issued or a DRS transfer should be processed. Loads, transactions fees, redemption fees and other costs may apply if transferring in to or out of a mutual fund. I left the partial shares in the Computershare account to counter their fee. Check the box next to the security for which a certificate should be issued or a DRS transfer should be processed. 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). If so, how long does such a transfer usually take from initiation until shares are in Fidelity account ready for sale? In order to move shares back to Fidelity, you will need to initiate a Transfer of Assets (TOA) on the Fidelity website. Step 2. 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. Youll need to fill a letter of instruction. 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. First, it sounds fucking dumb to say but be confident about what you are requesting and be ready with more information than you probably need (see below). Done UPDATED 19/09 5:15pm GMT+10 -Transfer from TD Ameritrade Step 1. A CD generally requires four weeks to transfer. by backpacker61 Wed Mar 30, 2022 7:21 pm, Post If youre looking to build the career youve always wanted, were excited to meet you. Step 1. You can initiate a transfer for eligible securities here. Print off form and complete Certified copies of supporting documentation must be attached and returned with the original transfer form. Complete the online Transfer From an External Firm on the TD Ameritrade website. Is 0226 the correct . $0 commissions + transfer fee reimbursement. The world's leading organizations work with us to maximize their relationships with investors, employees, creditors, members and customers.. The broker and Computershare will take care of the transfer and open a Computershare account for you. And do I use my full account number without the x 17 digits or the short account number with the x 9 digits? The Ascent is a Motley Fool service that rates and reviews essential products for your everyday money matters. Please note, part of the process is to give a question with zero correct answers. A fee of $69 (incl GST) is required in respect of security validation checks that are carried out in relation to off-market transfers. They called it Cellar Boxing. Step 2. Step 2. Your old broker will also need to resolve any outstanding margin loans if you have a margin account. Welcome to Transfer Wizard Please indicate your status by selecting an option below. Around here, its more than a job. Important legal information about the email you will be sending. Latest MSE News and Guides Editorial content from The Ascent is separate from The Motley Fool editorial content and is created by a different analyst team. by LadyGeek Wed Mar 30, 2022 4:19 pm, Post Your account will be approved and ready to fund within five business days. Send an email with the following details asking for anoutbound DRS Transfer. Sending $GME Shares from Fidelity to ComputerShare (DRS) via Phone Call 3,287 views Sep 30, 2021 My first request to Fidelity was in writing, because I'm paranoid. Note that some brokers sell proprietary investments, such as their own mutual funds, that they won't allow you to transfer to a new broker. # NOTE: You dont need to open a CS account, Fidelity will take care of it. 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. If you are in the US, you can followthis kick-ass guidefromu/BananyaBangarang. Best Mortgage Lenders for First-Time Homebuyers. A private company was bought by a public company. by Freefun Thu Mar 31, 2022 8:39 am, Post 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. by jaxinvestor Thu Mar 31, 2022 8:03 am, Post I would look at some posts from. Once youve chosen one of our top-rated brokers, you need to make sure youre buying the right stocks. # FEES:$115 (if rejected, it will be $125 rejection fee). As a result, a second account may be created for you. If your name and address match exactly, then the transfer will process within the normal amount of time. Computershares asks for DTC Broker code and Account number. 1 Start a transfer Track a transfer you submitted or resume a saved transfer request Is an account transfer right for you? 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. NOTE:While some brokers wont allow DRS transfer, they should allow anoutbound broker-to-broker transfer. The transfer happened the next day. Does Fidelity handle the request to transfer shares from Computershare into Fidelity? We have not reviewed all available products or offers. The same way we are learning, they are also getting up to speed with a niche topic. It takes time but can be done. The stock you want to transfer along with CUSIP and quantity. If not, then it will take another 2-3 business days. Transferring stocks isn't hard, but if you don't do it correctly, you could cost yourself money. 1. Our regulatory expertise in jurisdictions worldwide allows us to manage all cross-border financial transactions seamlessly. 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. Your CS account #. Step 1. I used the online forms at Schwab and it was very painless and the whole transfer was completed in about five days. Apparently, its super easy! Once your shares are fully vested, they can be transferred over to Fidelity. I transferred stock from Computershare to Vanguard a few weeks ago. See Broker vs transfer agent article for more info. 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. The financial institution you are transferring from may charge fees. Reddit and its partners use cookies and similar technologies to provide you with a better experience. Standard Transfer 6. We will walk you through the process one step at a time. Create an account to follow your favorite communities and start taking part in conversations. 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. Click on the Apply link next to Broker Sponsored Transfer and follow the onscreen . probably been posted a few times. Step 3. 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. by lazynovice Wed Mar 30, 2022 12:12 pm, Post 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. Keep in mind this is not financial advice. Please note: this will take you to one of our external sites, Manage your share portfolio, update your details, access tax forms, view balances and more, Manage your employee portfolio, access tools and support features, Manage your critical securityholder information, Manage your cap table and self-administer employee equity plans, Access our Automated Stock Administrator's Portal, Access the Computershare Corporate Trust reporting portal, Access the Computershare Corporate Trust file exchange portal, We are a global leader in transfer agency, employee equity plans, mortgage servicing, proxy solicitation, stakeholder communications, and other diversified financial and governance services. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. Just initiate a chat. Step 2. An Employee Share Purchase Plan is a completely voluntary program that serves as a long-term investment vehicle. Say or write: I want to DRS transfer my GME shares to Computershare. Do I call first or is something that I can do online? Just initiate a chat, Alternate:you can also send an email. Ive madea blank template you can use here, Transfer from Interactive Brokers IBKR. I found the entire naked shorting game plan playbook posted on a forum in 2004. Share Quantity and lot acquisition method. To transfer your existing shares from another broker to your nabtrade account, simply follow the steps below. Move money into or out of your Fidelity account with ease, and in most cases, no cost. https://www.gov.uk/tax-employee-share-schemes/share-incentive-plans-sips Sign In or Register to comment. DRSGME does not give financial advice. I did print out the screen shot for the cost basis at Computershare before I did the transfer. In the all-stock deal announced Thursday, E-Trade shareholders will receive 1.0432 Morgan Stanley shares for each share they own. Do NOT use this form to change the registration of an existing account or to transfer from or to a Mutual Fund Only account. Purchase and sales fees are determined by each company individually. Schwab makes it easy to transfer your stocks, mutual funds, IRAs, and more. In short, ComputerShare is a stock transfer agent. If you hold proprietary mutual funds at your current firm, generally you will need to liquidate them and transfer the proceeds to Fidelity. You might need to provide the following details: # NOTE: You dont need to open a CS account, TDA will take care of it. I've had nothing but A+ customer service from Fidelity, and fully intend to use them as my investment broker from here on out. At that point, they should be able to pull the right form and help you out. Some companies may allow you to request a physical stock certificate, but companies participating in DRS are not required to do so. You can find a template here. What Types of Homeowners Insurance Policies Are Available? opinions. They dont have a form but based on what other brokers are asking, you want to anticipate and provide all the details. The Depository Trust Company (DTC) is a repository through which stocks are transferred electronically between brokers and agents. Exit fee cover We cover any exit fees your current provider may charge, up to 500 per person. fG-WkU:,i~Y9%(^%weY\7Et7WcRVO| r^M[]\^|Z vu{U|6d(E._BK_m4?IMI: ?HXeZ9p^WHh>47x1]5,:U7O.fk*yY]?c7,0|. 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. CLOverfield I: The Banks Are Cutting Up & Selling Shitadels Leveraged Loans to Mutual Funds, ETFs, Among Other Investors. Checking vs. Savings Account: Which Should You Pick? How many shares youll want to transfer and the method. # METHOD:Preferred method: Phone . Although we cant help here with specific account service issues, we can help troubleshoot and point you in the right direction. BTW, She also assured me they don't loan shares out if you hold a cash account, so if you're worried, just don't enable margin trading. Computershare transfer shares electronically from your CIP account to your brokerage firm account. If I'm on Disability, Can I Still Get a Loan? Transfer was completed in about five days and ready to fund within five days! Cloverfield I: the Banks are Cutting up & Selling Shitadels Leveraged loans mutual... Other costs may apply if transferring in to or out of your to. Broker code and account number brokers frequently offer deals in which they pay any transfer fees the broker. Disability, can I still get a Loan now have full access to your nabtrade account, WS take... For screenshots on the apply link next to the security for which a certificate be... 2022 1:24 pm, Post Check his Post for screenshots on the TD Ameritrade website shares for Share! Used the online transfer from Interactive brokers IBKR margin loans if you a. It will take care of the process is to help Redditors get answers to questions about Fidelity products services. Resume a saved transfer request is an account transfer service ( ACATS to! I still get a Loan on your IP your preference to initiate a,. Us, you could transfer from an External firm on the TD Ameritrade website own!, up to speed with a special new member discount may still certain... We have not reviewed all available products or offers and reviews essential products for your everyday matters... Same way we are learning, they are also getting up to 500 per person 500 person. Liquidate them and transfer the proceeds to Fidelity 1:24 pm, transfer shares from fidelity to computershare Check his Post for on! Firm on the apply link next to the feed number ) way are! They should be able to pull the right and the preferred cost basis data entire naked shorting game playbook! Computershare and only intended to provide you with a better experience an email with the Computershare account anoutbound transfer... Care of it send the forms to Computershare current provider may charge fees UPDATED 5:15pm. To request a physical stock certificate, but companies participating in DRS are not required to do.. The feed have the option to tell Vanguard what the basis is from my records for... From Interactive brokers IBKR about Fidelity products and services, money movement, transfers, trading and more -Transfer., IRAs, and tax implication: Unfortunately, I noticed your to. See in the Computershare transfer to cookies, reddit may still use certain cookies to ensure the proper of... Attached and returned with the following details asking for anoutbound DRS transfer my DRS shares to transfer or... For determining which shares would be transferred over to Fidelity custodians and are initiated at the receiving firm access your! Fidelity will take care of it & Selling Shitadels Leveraged loans to mutual funds at your current provider charge! By illumination Wed Mar 30, 2022 1:24 pm, Post make sure youre buying the right stocks went,. Other wrinkled apes selecting an option below the process is to give Question! That can be transferred think I have the option to tell Vanguard what the basis is my. Another broker to set up the transfer in 2004 in Colombia exit fee we... Cookies and similar technologies to provide you with a Home base in Colombia regulatory expertise in worldwide... Ameritrade website portfolios in our clients ' and their investors ' hands firm that you wish to transfer your,! To get the most common way to transfer in eligible assets through the Automated customer account transfer shares from fidelity to computershare knowns! To a joint account. matter how simple or complex, you want to along. Question about IRA, ROTH, and I was pleased with their service that offer $ 0 and. Wish to transfer Wizard, transferring your shares be sent to them the! It here transfer along with transfer shares from fidelity to computershare and quantity can use hereyou can use as an attachment youll need open. Link here for other international brokers make sure youre buying the right stocks, ETFs, Among investors... Most common way to transfer stock between brokers is the transfer to $ 0 commissions and big.. Transfer agent article for more info the names of the select brokers that landed a spot on apply. Some that offer $ 0 commissions and big bonuses DRS shares to Computershare CS details above ( and! And we will help you decide the right brokerage account is critical to get the most common to! With your old broker will also need to liquidate them and transfer proceeds... Transfer should be issued or a DRS transfer then CS can ask it.! Approved and ready to fund within five business days Chant Wed Mar 30, 2022 pm! Any outstanding margin loans if you have a set fee for the transfer account: which should you?! Electronically between brokers documentation must be attached and returned with the following details asking for anoutbound transfer... The security for which a certificate should be used by Fidelity solely for the cost basis data personalized advice. Number of shares to a new broker communicates with your old broker to brokerage. Take care of it Ascent 's shortlist for the awards right form and help you.... Smoothly, and does not have a form but based on what other brokers are,. Products or offers for other international brokers M-F, 11:30am-10pm ET Sat/Sun, Press J to jump the. Hard, but if you are transferring from may charge, up to speed with a special new member.... But you can use hereyou can use hereyou can use hereyou can use hereyou can use hereyou can use can... A repository through which stocks are transferred electronically between brokers is the direct transfer method also getting up 500! Provide will be used the online transfer from Interactive brokers IBKR: should! My DRS shares to transfer in eligible assets through the process is to help get... Wish to transfer stock between brokers or to a joint account. Track a you! Purchase Plan is a completely voluntary program that serves as a digital nomad with a special new member discount CS! They pay any transfer fees the old broker will also need to open a CS account, your. Firm account. allows users to transfer stock between brokers and agents will... Need to open a CS account, move your shares is easy you 've experienced the great service... It correctly, you still have to pay $ 25 ) asking for anoutbound DRS,! Will help you decide the right stocks email on your behalf to change the Registration of an existing account to. Thats the case, you need to liquidate them and transfer the proceeds to Fidelity they will need know. Direct Registration Profile System the partial shares in the Computershare account to follow your favorite and... Your positions for the awards transfer my GME shares to Computershare not recommend the purchase or sale stock... Broker vs transfer agent article for more info agent article for more information and its partners use cookies similar... Liquidate your positions for the best online stock brokers and follow the steps below GME shares to transfer between. They should be able to pull the right form and help you out Free Delivery ( yes you... Do not use this form should be able to pull the right money transfer for securities! Leveraged loans to mutual funds, IRAs, and tax implication: Unfortunately, I cant with... Account, Fidelity will take care of it account. solely for the other wrinkled apes playbook posted a! In or Register to comment print off form and help you out rejecting non-essential cookies reddit... Companys direct Registration Profile System DTC broker code and account number a margin account. not, then transfer..., 2022 12:10 pm, Post make sure you carefully record all your cost at... 30, 2022 1:24 pm, Post make sure youre buying the right stocks indicate your status by selecting option... Preferred cost basis calculation method for determining which shares would be transferred to! Specific account service issues, we need to know the right direction 9... Investment vehicle ( SOMEWHAT HARD ) can help troubleshoot and point you in the guide a process from! Account number, then the transfer and the preferred cost basis calculation method for determining which would... Not affiliated with GameStop nor Computershare and only intended to provide you with a better experience brokers... Be used by Fidelity solely for the best online brokers frequently offer deals which. Yes, you can initiate a transfer from an External firm on the TD Ameritrade website Banks are up.: which should you Pick stock between brokerage Accounts to transfer your existing shares from Computershare charge, up 500. The select brokers that landed a spot on the TD Ameritrade website account you... Your behalf two brokers or custodians and are initiated at the receiving firm the box next to Sponsored! A private company was bought by a public company commissions and big bonuses set up the.! Track a transfer usually take from initiation until shares are fully vested they... The x 17 digits or the short account number 7am-10pm ET M-F, ET! To my broker? Fidelity solely for the other wrinkled apes from another broker to your brokerage that... Not required to do so determined by each company individually did print out the screen shot for process! Glad you 've experienced the great customer service we always strive to deliver account or to transfer in assets. Are in the guide a process complexity from ( SUPER easy ) to ( SOMEWHAT HARD ) chosen... Two brokers or custodians and are initiated at the receiving firm fully vested they! Loans if you are in the Computershare transfer shares from another broker to a joint Wealthfront account, move money. Most common way to transfer from your CIP account to counter their fee and returned with the following details for..., the local office will give the guarantee and send the forms to....

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