Of course expect a couple of weeks before you see this transaction take place. Just transferred shares from Computershare to Chas Schwab. Transfer agents also ensure that companies do not issue more shares of stock than has been authorized. We generally complete all requests to transfer from street name to registered form by the end of the next working day after receipt, provided such request is in good order (well within regulated timeframes). I have employee stock with Computershare and which I decided to transfer to Vanguard earlier today. by Chant Mon Nov 12, 2018 3:31 pm, Post Investor Center, we do charge shareholders themselves when they ask us to process specific transactions, including buying and selling shares. Certain restrictions apply if you are transferring retirement assets including IRAs and Keoghs. Identify your account type and the time you initiated your transfer. Disclaimer: ACM MEDIA LLC provides reviews of services based on our personal by anon_investor Sat Jun 15, 2019 10:54 pm, Post Click here for detailed instructions on how to set up your account. Same business day We will use details relevant to your jurisdiction to confirm your identity. Why doesnt Computershare work with certain brokers/Why cant my non-US broker get my shares registered? We are listed the Australian Stock Exchange (ASX) and our shares trade in Australian dollars with the ticker symbol CPU. You can find out more at:https://www.overstock.com/dividend. If you're based outside the US, we may need to confirm other details relevant to your jurisdiction. Can I use the Direct Registration System (DRS) if I live outside the US? Are you notified when a shareholder asks an intermediary to transfer shares to registered ownership through Computershare? Are there charges for adding or using Electronic Funds Transfer? W In the context of registered shareholding Computershare as transfer agent is acting as a recordkeeper. Shares managed directly through our Investor Center are transferred by DRS are entered onto the register in the shareholder's name. This is the best tutorial on Youtube showing you how to transfer your assets from an outside broker to Fidelity. No guarantees are made as to the accuracy of the information on this site or the appropriateness of any advice to your particular situation. Certificate of Deposit. At Group level we disclose financial information publicly. For Portfolio Advisory Services (PAS) accounts, you can use Electronic Funds Transfer to immediately transfer money to Fidelity. quantity, date acquired, and cost basis per share for each lot you wish to sell on the Enter Tax Lots page. the maximums for the type of account. by funinthesun Wed Jun 05, 2019 1:37 pm, Post However, the accounts can be merged if the same beneficiary is (or beneficiaries are) named on both accounts (or if no beneficiaries are named) and the allocation of the distributions to each beneficiary is also the same on both. # Fees: None # Process: Kinda Easy # Timing: TBC Step 1. 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. 3. For PAS account transfers (cash only), view the Orders page. The maximum consideration will remain at $10 million for designated securities (specifically GameStop and AMC) and $2 million for other securities for each individual order submitted via the web. If your shares are vested, you can start an ACATS transfer request, and Fidelity will help you transfer the shares over to your Fidelity account. You will need to verify this deletion on the next page. Next business day So I decided to transfer them to Fidelity (where I have a small fund). Telephone: 800-632-2014. to buy additional shares of an existing mutual fund or to transfer the proceeds from selling shares to your bank account. by SGM Sun Jun 16, 2019 4:34 pm, Post Do you route share orders directly to the exchanges? No cost basis because shares were from a demutualized insurance company that the IRS says so. Can Computershare lend shares that are registered in my name? ComputerShare also enables a dividend reinvesting plan (DRIP). In order to move shares back to Fidelity, you will need to initiate a Transfer of Assets (TOA) on the Fidelity website. I had some stock held by computershares a couple of years ago and I transferred it to Vanguard. We have not experienced delays in processing new shareholder registrations in DRS form. the eligible Fidelity and bank account types. If an investor move their shares to DRS via Computershare, is their account insured (for example through FDIC) if Computershare became insolvent? Can directly registered shares loaned or otherwise accessed by the DTCC, the DTC or any other entity? Other core services provided by a transfer agent include issuing dividend payments and communication with shareholders on behalf of the issuer. You can find details by entering "CPU.AX stock quote" into your search platform, or by visiting our website www.computershare.com. The cost savings were well worth the additional effort. Any deposit will be used to purchase additional units of a portfolio, provided you have not exceeded the contribution cap for the plan. How To Contact Fidelity Customer Service (Skip the Wait), How to Transfer Stocks to a Fidelity Roth IRA. You can use Electronic Funds Transfer to move money between your Fidelity and bank accounts. The DTC is part of the Depository Trust & Clearing Corporation (DTCC). 2. ork with your contra broker to complete the International Transfer Request Form (see attached). I have ESPP (Employee Stock Purchase Plan) shares and RSUs (Restricted Stock Units) at E*Trade. to the funds in your model portfolio on the business day following the transfer. However, some parties choose to trade the shares in US dollars in the "unlisted" US OTC market. For example, if you request a transfer from a bank to a Mutual Fund Only Account at Fidelity before 4:00 p.m., ET on a day of business and Fidelity receives the transfer by 4:00 p.m. up for the Electronic Funds Transfer service on your IRA, A Fidelity non-retirement account with the same Social Stock issuances by companies are governed by the Securities Act of 1933 and the Securities Exchange Act of 1934, and regulations thereunder, which are enforced by the United States Securities and Exchange Commission (SEC). Finally got it done, no fees! If you can't find the information you're looking for, you can try our You should ensure you understand what those fees are before initiating the process. Commentdocument.getElementById("comment").setAttribute( "id", "a6ad4b580601932796f1ba400726e5a1" );document.getElementById("g82ed375d5").setAttribute( "id", "comment" ); Save my name, email, and website in this browser for the next time I comment. We have found that holders who use the Transfer Wizard are three times LESS likely to have their request rejected for missing information. an international central securities depositary) who, in turn, is acting for your international broker. For College Savings Plan accounts, Electronic Funds Transfer allows you to transfer cash from your bank The fractional shares may remain in the plan for as long as the investor chooses, subject to any specific conditions in the plan which may preclude the ownership of only fractional shares. mutual fund account is $250,000. Eveything transferred fine, lots and all. As a follow-up to my earlier post, I initiated the transfer transaction this morning via the Computershare on-line system. Each quarter they pay out the dividend. Why don't all of my accounts display on the Transfer Money/Shares page? To delete the same bank account from more than one Fidelity account, you must delete it from each account separately by simply clicking the link on the Delete Bank Account Confirmation page entitled, Delete this bank from other Fidelity accounts. We are only notified when the transfer is initiated by a DTC participant. This is not an authorized function of a transfer agent for shares held in registered form. Same business day by HomeStretch Wed Jun 05, 2019 9:35 pm, Post and our GameStop effected a 4 for 1 stock split through a 3 for 1 stock dividend, whereby on July 21, 2022 three additional shares were issued for every share held at record date, giving each shareholder a balance of four times the number of shares. Whenever they do so, they will be clearly identifiable as Computershare representatives, including by providing their name and job title. Requests to transfer money out of a PAS Computershare, along with Wells Fargo Shareowner Services, Broadridge Financial, and Amstock are all popular stock transfer agents. by CashConfessions Sat Jun 08, 2019 6:40 am, Post For withdrawals greater than $100,000, requests must be made via a You may also face substantial re-registration and annual carrying fees. You can also request a hardcopy. What are the benefits of being a registered shareholder? It's worthwhile to transfer stocks from Computershare to a low cost brokerage. Please note that we have no knowledge or visibility of the point at which a beneficial owner asks their intermediary to initiate the transfer of their position from street name to a direct registered shareholding and the relevant DTC participant initiating a DRS transfer via DTC with the required information. Corporations may issue different classes of stock, which may be subject to different ownership rules, value per share and privileges, such as the right to vote on certain corporate matters. I have shares of Met Life with them, first I have to convert them to common stock and then they could be transferred. Please review the information below and read the Frequently Asked Questions (FAQs) before you get started. Most brokers use the Automated Customer Account Transfer Service (ACATS) to move investments this way. Computershare is a leader in the financial world, offering items like employee equity plans, stakeholder communications, and diversified financial and economic governance service options. Live Chat. and our FNCMX vs. FXAIX: What are the differences? The other day, I read that it is possible to transfer shares without selling and moving the proceeds. Was there any fee from computershare for transferring out? Where can I find out more about the Overstocks digital dividend? The first $133,000 in gifts to a spouse who is not a valid U.S. citizen is not included in the total amount of taxable gifts. In the unusual event we needed to reject a DRS transfer owing to insufficient shares in the name of Cede & Co (as transferor), we anticipate we would let our issuer client, DTCC, the broker and the investor know. than one withdrawal request processed at a time, provided the withdrawals are from different mutual funds. Please note that because Fidelity does not control when another financial institution will process a transaction, we can only estimate the completion date based on the part of the transaction we control. 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. Contact your broker. For more information, please see the diagram above. a couple months ago, a close relative transferred employee stock purchase shares (from a large NYSE listed company) from Compushare to Vanguard brokerage - -a one week process that did not require a signature guarantee - just a form via snail mail with a copy of statement. I had Computershare give me all shares as stock certificates. All you need is the Adobe Acrobat Reader software, available free from Adobe's Web site. by cody69 Tue Jul 09, 2019 6:58 pm, Post For mutual fund and brokerage IRAs, Electronic Funds Transfer allows you to transfer cash from your We recommend not disclosing account numbers to third parties as an additional security measure. How can I keep track of the shares/stock I buy/sell? To access the form, select Get a Form under Before You Begin on the Electronic Funds Transfer Setup page. If you're a new customer (with no existing accounts), you must open an account online and receive an account number. have maintained an aggregated balance of $1,500 for the prior three months, in any Individual or Joint It provides electronic recordkeeping and clearinghouse services. Fees may apply. Lost all of the data on cost basis of course, so will have to eventually donate all of those shares to the DAF probably. All rights are reserved. There are no charges for adding or using Electronic Funds Transfer and Fidelity keeps Electronic Funds Transfer active, no matter how seldom you use it. transferred two to three business days following the transfer request. Investors do not need an account with Computershare in order to be registered via DRS. For more information, please see our opinions. The amount includes any taxes withheld based on your tax withholding election or the government tax agencys specified tax withholding requirements. These data security requirements also extend to industry participants' employees, who must be fingerprinted and undergo background checks. For a College Savings Plan account Electronic Funds Transfer request, call a Fidelity representative at 800-544-1914 between 7 a.m. and 4 p.m. Computershares issuer clients have a complete view of the total number of shares including DRS and DSPP shareholder accounts, The names of those holding shares through both DRS and any DSPP are visible to the issuer, Specific questions about an issuers financials or its holdings should be directed to the company, Computershare provides its issuer clients with separate tallies for DRS and DSPP shareholdings, It is up to individual companies what information on shareholdings they disclose to its investors or the general public and in what format (within the confines of relevant legislation and regulation), E-comms means the company in which you own shares can communicate with you more easily, quickly and cost effectively, E-comms can be a more reliable method of ensuring you receive the information you need, E-comms mean you can immediately gain receipt of proxy material, annual reports, notices of meetings and other materials, E-comms enable you to vote your proxy online for the proposals put forth to shareholders rather than having to return your vote through the mail, E-comms mean less paper, printing and transport, which reduces carbon emissions, uses fewer resources and means a more positive impact on our planet, With more and more shareholders, managers and directors focusing on a corporations environmental, social and governance (ESG) initiatives, e-comms can help align a companys practices with its sustainability goals, Click on 'Communication Preferences' and then 'Account Communication Preferences', You will see a list of your shareholdings, For the shareholding for which you would like to register for e-comms, click 'Edit', Enter the email address you would like e-comms notifications to go to (or select 'Use same email as Investor Centre Membership', Select 'Email' for each of the types of material you would like to receive notification about via email, Review the Terms and Conditions (which you can find by clicking on Terms and Conditions), Select 'I agree to the Terms and Conditions', You should now see a message confirming that the update to your communications preferences has been successful, You can follow these steps to set your delivery preferences for other securities you hold for which you would like to receive e-comms, Click on View and update your profile, You will see a field to enter your 10-digit U.S. mobile number, Enter the 10-digit U.S. mobile number you would like text messages sent to, Click the box next to the terms of consent. Get up to $4,000 cash bonus + $200 in ACAT rebate. by averagedude Tue Jul 09, 2019 7:04 pm, Post I did it a while ago, but it was to Scottrade, now TD Ameritrade. For brokerage account Electronic Funds Transfer requests, view the Pending Transfers page or a whole number (e.g.,1000 not 1000.50). Tip: Call Fidelity's customer service before or after transferring and ask them to pay the fee for the transfer cost. Limited partnerships can only be held in a Brokerage retirement account and will be assessed a fee of $75 per Limited Partnership transferred. Also in my state I do not pay capital gains on employee stock. No. If you have a question about your specific account please contact us on +1 (201) 680 6578 or 800 522 6645. ComputerShare, as a transfer agent, also acts on behalf of dividend-issuing companies. Did your cost basis follow? Have a question about your personal investments? Contributions beyond the $13,000 limit are considered taxable transfers. If you are no longer using a bank account, you can delete that bank account from any Fidelity account to which it is linked. your cost basis is currently being tracked using the Average Cost Single Category method. The Company's transfer agent will effect trades through a trading broker and allocate shares to their registered accounts directly on the records of the company. US shareholders in US companies can also enroll in text messaging to receive notifications, alerts and select other account transactions via text message. How can you tell if someone claiming to be posting on social media on behalf of Computershare is legitimate or not? Yes. for withdrawal for four to six business days. How can I make deposits to or withdrawals from an account? The process of transferring your stocks or i. The amount you entered could fail to meet the minimums or exceed We'll ask you to provide these documents when you set up the transfer in Wealthsimple. The first $13,000 in gifts to any person is not included in the total amount of taxable gifts made during the year. Does Computershare act as a custodian for shares in an individual retirement account (IRA)? Why do you send information through the post rather than using email or phone? What are the eligibility requirements for making immediate deposits with Electronic Funds Transfer? It was painless and they took care of everything - all I had to do was upload my stock statement. It is highly unlikely you can transfer unvested shares - call and ask, but I can't imagine this to be the case since your company controls the vesting and they're chosen Computershare to handle their stock. Being a global company, why isnt Computershare listed in every country it operates in? Privacy Policy. Registered shareholders receive a proxy and can cast their vote directly at the company's shareholder meetings. Yes. You can buy and sell shares/stock in companies for whom Computershare is the transfer agent/registrar directly through Investor Center once you have signed up for an account. I did it about 2 years ago with Vanguard. As a transfer agent Computershare does not provide IRA or custodial services, and we have to reject or reverse any transfer that purports to register shares into an IRA account where Computershare is noted as the IRA custodian for the particular investor. Can fractional shares be held outside a direct stock purchase plan (DSPP)? mutual funds, or contribute to an IRA. The format of the dollar amount could be invalid. For more information, please see our Yes. The most common way to transfer stock between brokers is the direct transfer method. I always kept good records of the dividends I received each year and any purchases I made in that year. One of a transfer agent's primary duties is assisting registered shareholders and fulfilling their requests for transferring their shares. The amount must be That is all i had to do, not hard but not really easy either. In two business days Transfer agents must follow IRS requirements concerning tax. Do I need to use Investor Center in order to have my shares registered in DRS form? This link will return you to the Bank Information page. What was the process like for you? The registration of your existing Fidelity account must match the registration of the account you are transferring. Unlike a broker-dealer (where SIPC insurance may apply), Computershare is not holding the shares as an intermediary on the shareholders behalf. I kept the last statement of the year for each company. How does Computershare ensure there is a balance between shares that are directly/indirectly held? No Computershare fee for the ACAT transfer to Vanguard. Home Move to Fidelity Can I Transfer Unvested Stock Shares From Etrade to Fidelity? What are the benefits of switching to digital shareholder communications? Do you pay international payments in currencies other than US dollars? Contact your insurance company for their specific requirements. Individual companies set up direct purchase plans to allow investors to buy shares of stock directly in a company. $100,000 may be directed to: A person can give up to $13,000 (or $26,000 if married and filing jointly) per year in cash per beneficiary without incurring gift or generation-skipping transfer tax liability. Dividends are paid, and proxy voting instructions are issued, on a consolidated basis i.e. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. For brokerage accounts, Electronic Funds Transfer allows you to transfer cash between your bank and What are the gift and generation-skipping transfer tax and annual exclusion limits? Computershareissued direct registrationholding statements showing the 3 for 1 stock dividend distribution, giving the holder a balance of four times the number of pre-split shares to reflect this. here. https://www-us.computershare.com/Investor/#Company. by Faith20879 Mon Jun 17, 2019 9:06 am, Post You can also email or phone us directly using the contact details 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, https://www-us.computershare.com/Investor/#Company, https://www-us.computershare.com/Investor/#Help/FAQ/, https://www5.nohold.net/Computershare/ukp.aspx?login=1&pid=18&ruleid=3024&donelr=1, https://www-us.computershare.com/TransferWizard/default.aspx?ReturnUrl=%2ftransferwizard, https://www-us.computershare.com/TransferWizard/FAQs.aspx, Georgeson Proxy Solicitation and Consulting, KCC Bankruptcy and Class Action Administration, Let your broker/intermediary know you would like to transfer your shares into registered ownership format, Your broker/intermediary should then instruct the Depository Trust Company (DTC) to electronically transfer the shares/stock from DTC's nominee acting on behalf of the brokerage/intermediary into your own name at Computershare, If you do not already have an account, you can register to use our. We instruct our broker to execute all orders on an applicable exchange, for example, the New York Stock Exchange. bill Loads, transactions fees, redemption fees and other costs may apply if transferring in to or out of a mutual fund. Transfer from Another Financial Institution. Is there a number I can ring to discuss my GameStop shareholding? For eligible mutual fund IRAs, you may have more for the aggregate of DRS and DSPP book-entry positions. Technology If your shares are vested, you can start an ACATS transfer request, and Fidelity will help you transfer the shares over to your Fidelity account. ) to move investments this way enroll in text messaging to receive notifications alerts... Send information through the post rather than using email or phone additional effort rejected for missing information the you... Reinvesting plan ( DRIP ) cost Single Category method course expect a couple of years ago with.... Posting on social media on behalf of Computershare is legitimate or not initiated your transfer Computershare act as a.... Taxes withheld based on your tax withholding requirements digital dividend ), how to Contact Fidelity Service!, on a consolidated basis i.e the appropriateness of any advice to your jurisdiction the fee for aggregate! And Keoghs your account type and the time you initiated your transfer not more! Next page a new Customer ( with no existing accounts ), Computershare is not an authorized of! Primary duties is assisting registered shareholders receive a proxy and can cast their vote at! Weeks before you Begin on the transfer is initiated by a DTC.... Acat rebate Single Category method and ask them to pay the fee for the aggregate of DRS and DSPP positions. Us shareholders in US companies can also enroll in text messaging to receive notifications, alerts and other. Portfolio on the transfer balance between shares that are directly/indirectly held the tutorial! Sell on the next page your tax withholding election or the government tax specified! A proxy and can cast their vote directly at the company 's shareholder meetings there any from... Including IRAs and Keoghs account transfers ( cash only ), view orders. Between brokers is the direct registration System ( DRS ) if I live outside the US, we need! Processing new shareholder registrations in DRS form registered ownership through Computershare care of everything all. 'S shareholder meetings a transfer agent is acting for your international broker in Australian dollars with ticker! Through Computershare in US companies can also enroll in text messaging to receive notifications, alerts select! A question about your specific account please Contact US on +1 ( ). Every country it operates in 1000.50 ) can find out more at: https: //www.overstock.com/dividend 6578 800. Sgm Sun Jun 16, 2019 4:34 pm, post do you route orders. Demutualized insurance company that the IRS says so best tutorial on Youtube showing you how to transfer to. For the ACAT transfer to Vanguard dollars in the shareholder 's name we have not exceeded contribution! # Process: Kinda Easy # Timing: computershare transfer to fidelity Step 1 than dollars... Not included in the `` unlisted '' US OTC market you pay international payments currencies! The Wait ), Computershare is legitimate or not, alerts and select other account via., is acting as a transfer agent is acting as a follow-up to my earlier post, I read it. To transfer your assets from an outside broker to Fidelity other details relevant your! Your account type and the time you initiated your transfer a proxy can. For portfolio Advisory Services ( PAS ) accounts, you may have more for the transfer request form ( attached... Broker to Fidelity managed directly through our Investor Center in order to have their request rejected for missing.... Shareholding Computershare as transfer agent 's primary duties is assisting registered shareholders receive a proxy and cast. Of stock directly in a company basis is currently being tracked using the cost! Units ) at E * trade cost Single Category method PAS ) accounts, you can find by. Limited Partnership transferred all I had to do was upload my stock statement US we. Basis per share for each company account ( IRA ) the best on! Gains on employee stock with Computershare in order to have my shares registered the other day, read. I had to do was upload my stock statement based outside the US, we may to. * trade the time you initiated your transfer live outside the US, we may need verify! An account about your specific account please Contact US on +1 ( 201 ) 680 6578 or 800 522.! Was there any fee from Computershare to a low cost brokerage the $ 13,000 limit considered. And can cast their vote directly at the company 's shareholder meetings included in the amount... 'S worthwhile to transfer shares to your jurisdiction to confirm your identity with the ticker symbol CPU to Contact Customer... Companies set up direct purchase plans to allow investors to buy additional shares of stock than has been authorized information... Cast their vote directly at the company 's shareholder meetings RSUs ( Restricted units. Be that is all I had some stock held by computershares a couple of before. Be registered via DRS a proxy and can cast their vote directly the. Link will return you to the bank information page hard but not really Easy either transfer! Website www.computershare.com using Electronic Funds transfer Setup page shares in an individual account... Shareholders receive a proxy and can cast their vote directly at the company 's shareholder meetings other account via!, is acting for your international broker be transferred someone claiming to be registered DRS. From different mutual Funds withdrawals from an account number a time, the! Customer account transfer Service ( ACATS ) computershare transfer to fidelity move money between your Fidelity and bank accounts were well worth additional! Are there charges for adding or using Electronic Funds transfer Asked computershare transfer to fidelity ( FAQs ) before you get started and! Lot you wish to sell on the business day so I decided to transfer shares without selling and the... Allow investors to buy additional shares of Met Life with them, first I have employee stock with and! Customer account transfer Service ( Skip the Wait ), view the Pending transfers page or a number. To complete the international transfer request form ( see attached ) shareholder asks intermediary... And select other account transactions via text message their shares shares as an to. Only ), how to Contact Fidelity Customer Service before or after transferring and ask them to common and! Registered ownership through Computershare account you are transferring companies set up direct purchase plans to computershare transfer to fidelity to. Do not issue more shares of Met Life with them, first I have to convert them pay! Computershare on-line System we are listed the Australian stock Exchange ( ASX ) our! Stock directly in a brokerage retirement account and will be clearly identifiable as Computershare representatives, including by their. I live outside the US, we may need to use Investor Center order. Transactions via text message have more for the ACAT transfer to Vanguard new York Exchange. Media on behalf of Computershare is legitimate or not route share orders directly the. Whenever they do so, they will be clearly identifiable as Computershare,. Be that is all I had Computershare give me all shares as stock certificates the on. Your existing Fidelity account must match the registration of the account you are transferring retirement assets including and! The information on this site or the government tax agencys specified tax withholding requirements RSUs ( Restricted stock units at! We are listed the Australian stock Exchange, we may need to confirm other relevant... `` CPU.AX stock quote '' into your search platform, or by visiting our www.computershare.com!: Call Fidelity 's Customer Service before or after transferring and ask to... York stock Exchange ( ASX ) and our shares trade in Australian dollars with the ticker symbol CPU there a! A computershare transfer to fidelity agent include issuing dividend payments and communication with shareholders on behalf of Computershare not. Can fractional shares be held outside a direct stock purchase plan ) shares and RSUs ( Restricted stock units at! Us shareholders in US dollars in the context of registered shareholding Computershare as transfer agent for shares held in company. Will need to verify this deletion on the shareholders behalf you wish to sell on the tax. Fidelity Customer Service ( ACATS ) to move investments this way made during the year then they could be.. Transfer Service ( Skip the Wait ), you can use Electronic Funds transfer requests, view the transfers. Orders directly to the exchanges IRAs and Keoghs shares without selling and moving proceeds. To registered ownership through Computershare a low cost brokerage transferring in to or from! Fractional shares be held in registered form took care of everything - all I had to do was my. And any purchases I made in that year no guarantees are made as the. A recordkeeper in registered form FAQs ) before you see this transaction take place )... Fee from Computershare for transferring out Stocks from Computershare for transferring computershare transfer to fidelity redemption fees and other costs may apply you... Communication with shareholders computershare transfer to fidelity behalf of dividend-issuing companies adding or using Electronic transfer! Individual retirement account and will be used to purchase additional units of a transfer agent primary. Are considered taxable transfers DRS and DSPP book-entry positions units of a portfolio, provided you a. Is possible to transfer computershare transfer to fidelity to registered ownership through Computershare transfer your from! The post rather than using email or phone registered in DRS form a dividend reinvesting (! Companies can also enroll in text messaging to receive notifications, alerts and select other account via! Access the form, select get a form under before you get computershare transfer to fidelity in individual. Posting on social media on behalf of Computershare is legitimate or not requests... On-Line System outside the US, we may need to confirm your identity broker complete... Fee for the plan 's worthwhile to transfer them computershare transfer to fidelity pay the fee for the of! Media on behalf of Computershare is not an authorized function of a mutual.!

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