For the avoidance doubt, if during this period you link to a Fidelity adviser and your assets are transferred to Fidelity Adviser Solutions (formerly FundsNetwork) this does not constitute a transfer to another provider. Please keep in mind that youll need to make a one-off payment or start a regular savings plan to open an account. If youre reasonably satisfied with your current broker, theres probably no reason to transfer your account. Where a re-registration or transfer is not possible and the customer chooses to sell their investments held through another provider and subsequently make new investment/s (minimum 10,000) through Fidelity Personal Investing, Fidelity will cover any account closure fees charged by the customers former provider (excluding any dealing charges) of up to 500 per customer. Remember, some brokers will entice you with the incentive to offer a rebate of the transfer fee as a way of encouraging you to make the switch. The proceeds can then be sent to us as cash. P.O. On 12/28/2005, WellChoice, Inc. (WellChoice) merged with and into a subsidiary of WellPoint, Inc. (now known as Elevance Health, Inc. and formerly known as Anthem, Inc.). NerdWallet does not offer advisory or brokerage services, nor does it recommend or advise investors to buy or sell particular stocks, securities or other investments. 6. Your new broker can provide this form. 2. Fidelity has two trading platforms, Fidelity.com and Active Trader Pro. 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. 9. Frankly, if it's only $300, I would sell the holdings before the end of the year and move on. It may mean nothing to you, but it means a lot to them. Do your homework beforehand to understand all your options and avoid unpleasant surprises thereafter. Welcome to Transfer Wizard Please indicate your status by selecting an option below. It went smoothly so I transferred my other Computershare holdings to a regular Fidelity brokerage account. Elevance Health's fiscal year is based on the calendar year. More precisely, Fidelity shares are owned by Cede, which is closely related to the DTCC, but there is apparently some liability protection around Cede. Muted-Translator5915 If you want to sell you shares during MOASS, I would leave them in Fidelity. We will walk you through the process one step at a time. They kept throwing more obstacles in my way, to the point that I was almost convinced I would have to just give up. This information is available in Exhibit F located. Our partners cannot pay us to guarantee favorable reviews of their products or services. Alternatively, payment will be made by cheque. Please contact Shareholder Services at Computershare to provide notification and receive instructions on how to transfer the account. Good move to transfer the shares from Computershare. If the receiving broker accepts the account, the delivering broker will take about 3 business days to move your assets. fidelity shares are owned by DTCC and CS puts your shares in YOUR name. If you later sell, or otherwise dispose of the stock, you will be subject to income tax on the full amount you receive from the sale, as the cost basis is zero (see Demutualization Cost Basis below). It's easy until you reach the end. Yes, Elevance Health's direct stock purchase and dividend reinvestment plan is sponsored and administered by Computershare. He has covered financial issues for more than 20 years, including for The Wall Street Journal and CNN.com. by Ernest74 Thu Dec 30, 2021 8:04 am, Powered by phpBB Forum Software phpBB Limited, Time: 0.248s | Peak Memory Usage: 9.36 MiB | GZIP: Off. If they ask you questions, or try to talk you out of it, simply repeat yourself. Kevin Voigt is a former staff writer for NerdWallet covering investing. However, things like limited product offerings, draft fees and commissions, scarce educational resources or unresponsive customer service may trigger your search for a new broker. Sell orders are subject to an activity assessment fee (from $0.01 to $0.03 per $1,000 of principal). Fidelity handled it all. Before going ahead with a pension transfer, we strongly recommend that you undertake a full comparison of the benefits, charges and features offered. Hi buckkeeper, any update on this? You can use the app to schedule an appointment with your existing Fidelity advisor. We suggest that you consult your personal tax advisor as to the tax basis of shares received in the demutualization. It doesn't appear in any feeds, and anyone with a direct link to it will see a message like this one. If you want to sell you shares during MOASS, I would leave them in Fidelity. We promote offers on a regular basis. Every batch order has a transaction fee of $15.00. This offer is not open to those that transfer via an adviser or intermediary. The company brings it on every level, starting with a mutual fund selection that stacks up to any other broker and even includes free offerings. Computershare acts as transfer agent/registrar to a range of US companies. To get the best experience of our website and enhanced security, pleaseupdate your operating system. Call was painless and customer service rep didn't bat an eye or give me any questions about the request. If you hold proprietary mutual funds at your current firm, generally you will need to liquidate them and transfer the proceeds to Fidelity. 11. Exit fees will be reimbursed for transfers and re-registrations and account closure fees will be reimbursed provided the conditions above are met. To initiate the transfer of securities from one broker-dealer to another, youll need to complete the Transfer Initiation Form (TIF) and send it to your new broker. If you received your Trigon stock as a result of Trigon's demutualization, then your Anthem stock cost basis is zero since the cost basis for the Trigon stock at demutualization was zero. The CMA is a separate account in your name that helps manage cash. when you open and fund an E*TRADE account, Get more smart money moves straight to your inbox. This Cash Back Offer (the Offer) is available when you apply to transfer your pension(s), ISAs or other investment account assets between 7th July 2022 and midnight on the 6th October 2022. Please contact your registrar (Equiniti, Computershare or Link Asset Services) to find out if you need anything else to complete the transfer (such as additional exit fees). You cant transfer assets from a leveraged account into a cash account. by jadedfalcons Fri Sep 28, 2018 9:48 pm, Post Fidelity will not cover any bid-offer spreads or any capital gains tax liability arising as a result of these transactions. The merger of Trigon Healthcare, Inc. (Trigon/ticker: TGH) with and into AI Sub Acquisition Corp. (a subsidiary of Anthem) was on 7/31/2002. Fidelity is one of the most well-rounded brokerages available today, with no commissions on stock or ETF trades and a selection of no-expense-ratio index funds suited to both beginner and active investors. These investor-friendly practices save customers a lot of money. If you were a Statutory Member for more than one year, the proceeds will be treated as a long-term capital gain. A Medallion Signature Guarantee confirms the identity, signature and legal authority to transfer securities. Learn how to transfer stocks off Fidelity today. The closing price of WellPoint, Inc. stock on 11/30/2004 was $101.33. Computershare does not charge any fees for account maintenance or stock transfers. Fidelity offers more than 3,300 mutual funds that carry no transaction fee and over 950 funds with expense ratios of 0.50% or less. The CMA is a separate account in your name that helps manage cash. While there isnt really much to criticize about Fidelity, you may want to look for a different brokerage if youre a margin trader looking for lower rates. Some investment choices, such as mutual funds, may require a minimum initial investment. by jadedfalcons Sat Sep 29, 2018 1:09 pm, Post Stock transfers are handled by our transfer agent and registrar, Computershare. I think the transfer from did have to be notarized though. You should regularly review your investment objectives and choices and, if you are unsure whether an investment is suitable for you, you should contact an authorised financial adviser. 5. 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. Welcome to Transfer Wizard Home With the Computershare Transfer Wizard, transferring your shares is easy. If the customer is transferring investments to more than one provider from their former provider at the same time, Fidelity will only reimburse the fees which are incurred as a result of direct transfer or re-registration to Fidelity. Fidelitys highly rated app includes real-time quotes, multi-leg options trading, a consolidated version of the companys research offerings, and a notebook where you can save ideas and articles from your mobile browser. Fidelity reclaim any Cash Back by withholding an amount prior to transferring or re-registering your assets to another provider. Our aim is to provide an independent assessment of providers to help arm you with information to make sound, informed judgements on which ones will best meet your needs. The promoter of this offer is Financial Administration Services Limited (Fidelity), Beech Gate, Millfield Lane, Lower Kingswood, Tadworth, Surrey, KT20 6RP. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. See page 14 for contact information. No issues, and their phone service was prompt. And while no broker is perfect, you dont want to find yourself tied up to a broker that doesnt come any closer to what youre already getting. To start, choose how you want to move your money, and we will help you decide the right money transfer for you. Simply complete the corporate nominee transfer instruction form and send itto Fidelity International, PO Box 391, Tadworth, KT20 9FU. We can re-register your investments if the same investments are available through our Investment Platform, and they are able to be re-registered*. In order to move shares back to Fidelity, you will need to initiate a Transfer of Assets (TOA) on the Fidelity website. To prevent any unauthorized transfers, your broker will reject transfer requests where some information provided by your new broker doesnt match what it holds in its records. We'll ask you to provide these documents when you set up the transfer in Wealthsimple. Before opening an account, please read the Doing Business with Fidelity document which incorporates our client terms. 1. This pulls them out of the DTCCs pile. Please contact Fidelitys retirement serviceto get an application form. This program provides our shareholders with a convenient alternative to traditional retail brokerage methods for selling shares. Call was painless and customer service rep didn't bat an eye or give me any questions about the request. We ask that the assets you move to us as part of this Offer be held with us for at least 18 months after your Transfer Date and must not be linked to any adviser or intermediary other than a Fidelity adviser during this period. Account fees (annual, transfer, closing, inactivity), Number of no-transaction-fee mutual funds. For instance, if you hold a margin account, you need to ascertain that your new broker accepts margin accounts. When I had the transfer agent push the shares, it was a piece of cake and happened quite easily. Kevin Voigt is a former investing writer for NerdWallet. 1. On 12/24/2012, WellPoint, Inc. (now known as Elevance Health, Inc. and formerly known as Anthem, Inc.) acquired Amerigroup Corporation (Amerigroup/ticker: AGP) in a cash-only transaction. Its the only way to guarantee that your assets will be transferred to your new brokerage. Youre simply changing hands from one broker to a new one. FAQs. Fidelity doesnt also provide access to the futures markets. The company also allows traders to purchase fractional shares, which gives investors an option to diversify into higher-cost stocks by purchasing a slice of a share rather than the full amount. a. transfers of assets held in a product/account provided or administered by any company within Fidelitys group of companies including, without limitation, transfers from the EBS SIPP and the Fidelity Personal Pension, or FundsNetwork SIPP, provided by Standard Life; We make it easy to start your transfer and bring your ISAs together. Our partners compensate us. Have a question about your personal investments? Right, the information I pulled from their wikipedia blurb is: Computershare Limited is an Australian stock transfer company that provides corporate trust, stock transfer and employee share plan services in a number of different countries. Box 43078 My call lasted 12 minutes and only because I kept needing her to repeat stuff as well as get my transaction number AS WELL AS asking her questions. To qualify for the reimbursement, the fees from the customers former provider must have been triggered as a direct result of the transfer or re-registration to Fidelity Personal Investing, or the closure of an account where the customer has subsequently (within 6 months) invested at least 10,000 through Fidelity Personal Investing. Shareholders may receive, without charge, a copy of our Annual Report on Form 10-K, including consolidated financial statements, as filed with the SEC (which is our Annual Report to Shareholders). Workplace Pensions - International employee, Select 50: our favourite funds - selected by experts, read our transfer guide, Moving your investments to Fidelity, complete the corporate nominee transfer instruction form, can change the cookie settings and view our cookie policy, The promoter of this offer is Financial Administration Services Limited (. Circling back to this thread. Account Holder (You bought the shares or the shares have been previously transferred into your name.) 150 Royall Street, Suite 101 If you need more time and wish to qualify for the offer, please wait until the next offer period. Just now I called to move another (60%) over. Fidelity is a comprehensive online brokerage that suits both rookies and experienced traders alike. What months are dividends typically paid? From the replies here, it looks like Vanguard has a mixed reputation when transferring from Computershare. You can close your brokerage account at Fidelity after confirming that the stock transfer was successful. Some brokers will freeze an account thats in the process of being transferred no trades are allowed until the transfer is complete. To transfer assets you must submit a correctly completed form online or by paper by 28th February 2022. For these companies, registered shareholders can manage their own holdings directly using our online platform, Investor Center. by buckkeeper Thu Mar 28, 2019 4:58 pm, Post What a cluster. If a Participant prefers to sell shares through his/her broker, a request for transfer of book-entry shares, or the issuance of a stock certificate, must be made to Computershare by telephone or in writing. To view the prospectus, click View and Print the Plan Brochure. Can I sell my stock directly through Elevance Health or do I need to use a broker? Fidelity has a strong reputation for its mutual funds: The broker scores well across every funds category with a large selection of no-transaction-fee funds, including its Fidelity Zero index funds, which have no expense ratio and no minimum investment requirement. If you transfer less than 10,000 you will not receive any Cash Back. Purchase and sales fees are determined by each company individually. Shareholders who currently own shares in these companies through a broker/intermediary (beneficial shareholders) can become registered shareholders and manage their holding through Investor . f. transfer of Junior SIPPs; Junior ISAs and If you received stock as your distribution, you will not be subject to income tax on the receipt of stock in the demutualization. Each share of WellChoice common stock was converted into the right to receive $38.25 in cash and 0.5191 share of WellPoint, Inc. common stock. Both free for all customers. These options are not listed in any order of relevance or preference. 7. As for transferring ESPP shares, as I understand it, transferring shares counts as a disposition. The glitter in CS isn't for everyone. Use code FIDELITY100. I understand that fidelity is a broker. New York Stock Exchange (NYSE), Elevance Health, Inc. common stock is traded under the CUSIP: 036752103. Related content: Best Fidelity Mutual Funds, securely through CenterPoint Securities's website, Securely through Interactive Brokers website, securely through Charles Schwab's website. Sell orders are subject to an activity assessment fee (from $0.01 to $0.03 per $1,000 of principal). Super easy! Anyone else getting this disclaimer when they call now? Fidelity's account minimum is $0*, which has become the industry standard for brokers we review, as many no longer have a required minimum to open or maintain your account. (b) If available, Market Order, Day Limit Order, and Good-Til-Canceled (GTC) Limit Order sale requests received at www.computershare . Share A A A 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. I often called both the broker I was transferring from and also the broker I was transferring too in an attempt to avoid any pitfalls. Fidelity's broker-assisted trade fee is higher than we like to see, at $32.95. by abuss368 Mon Apr 23, 2018 3:36 pm, Post Active Trader Pro is downloadable desktop platform. Employee Online. For more details about the categories considered when rating brokers and our process, *$0.00 commission applies to online U.S. equity trades and Exchange-Traded Funds (ETFs) in a Fidelity retail account only for Fidelity Brokerage Services LLC retail clients. Say or write: "I want to DRS transfer my GME shares to Computershare". At Fidelity, the local office will give the guarantee and send the forms to Computershare. I sent off the paperwork, and while Vanguard told me it would take a few weeks for the transfer, the shares showed up in my account 5 days after I mailed the paperwork. Computershare is not a brokerage and does not have a set fee for the purchase or sale of stock. 1. Lol my fidelity rep said i was the 6th gme drs she did today. In most cases, the broker youre leaving behind wont spare you if you choose to transfer your assets to another brokerage but Fidelity lets you transfer assets at no cost. You can check this at the start of the transfer process. And don't be embarrassed to ask them to repeat their name. Since most online brokers now charge $0 for stock and ETF trades, they are now much cheaper than a transfer agent. There is also an additional $.12 for every share sold past the original transaction fee. Perform a full comparison between Fidelity and each of the brokerage alternatives youre weighing. Please remember that past performance is not necessarily a guide to future performance, the performance of investments is not guaranteed, and the value of your investments can go down as well as up, so you may get back less than you invest. The offering was made in connection with the conversion of Anthem Insurance Companies, Inc. from a mutual insurance company to a stock insurance company in a process called demutualization. To change the address associated with your health benefit plan, please call the customer service number that is associated with your insurance membership which is typically located on your insurance identification card. As my plan is to sell in 10% increments. by Earl Lemongrab Tue Apr 24, 2018 12:49 pm, Post Click here for current and historical dividend information. Stocks. On 11/30/2004, WellPoint Health Networks Inc. (WellPoint Health Networks/ticker: WHN) merged with and into Anthem Holding Corp. and the company name changed to WellPoint, Inc. (ticker: WLP). c/o Computershare Trust Company, N.A. This website is issued by Financial Administration Services Limited, which is authorised and regulated by the Financial Conduct Authority (FCA) (FCA Register number 122169) and registered in England and Wales under company number 1629709 whose registered address is Beech Gate, Millfield Lane, Lower Kingswood, Tadworth, Surrey, KT20 6RP. However, it is important that you take enough time to decide whether transferring your investment(s) to us is right for you. Just a reminder, don't forget fill out your surveys. For example, a number of offshore funds cannot be re-registered. ComputerShare also enables a dividend reinvesting plan (DRIP). I just transferred some stocks from Computershare to Merrill Edge. by abner kravitz Tue Apr 24, 2018 1:39 pm, Post Its important to understand that pension transfers are a complex area and may not be suitable for everyone. Its important to understand that pension transfers are a complex area and may not be suitable for everyone. US resident opens a new IBKR Pro individual or joint account receives 0.25% rate reduction on margin loans. We switched from issuing physical stock certificates to electronic bookkeeping in December 2014. It gives an accuracy-weighted sentiment derived from the ratings of independent research providers on Fidelity.com.". 4. Authorized 3rd party (Authorized to act on behalf of a shareholder (e.g. Certificate of Deposit. For those who received shares, the number of shares received was determined based on an actuarial formula calculated for each eligible line of business. Before initiating a stock transfer, you must first choose the intended destination, otherwise, youll need to close all your positions and cash out your funds. by Earl Lemongrab Fri Sep 28, 2018 8:23 pm, Post NerdWallets comprehensive review process evaluates and ranks the largest U.S. brokers by assets under management, along with emerging industry players. I am the executor of an estate in which the shareholder is deceased. If you have questions about the direct stock purchase and dividend reinvestment plan, please contact Computershare at (866) 299-9628. New comments cannot be posted and votes cannot be cast. Inquire about the reimbursement from customer service for your destination broker before initiating the transfer. by FunnelCakeBob Fri Sep 28, 2018 8:16 pm, Post Do Not Sell My Personal Data/Privacy Policy. NerdWallet's ratings are determined by our editorial team. If you hold paper certificates, you may want to consider transferring them into an Investment Account. If you continue without changing your settings, we'll assume that you are happy to receive all cookies on our site. The ME form did not require a Medallion Signature Guarantee because the transfer was from one account type to the same account type (individual to individual; joint to joint). The company does not offer futures trading and its cryptocurrency offering is limited. How can I get a copy of the annual report to shareholders? NerdWallet Compare, Inc. NMLS ID# 1617539, NMLS Consumer Access|Licenses and Disclosures, California: California Finance Lender loans arranged pursuant to Department of Financial Protection and Innovation Finance Lenders License #60DBO-74812, Property and Casualty insurance services offered through NerdWallet Insurance Services, Inc. (CA resident license no. Our approach to health begins by redefining health, reimagining the system, and strengthening our communities. The Fidelity Youth Account is an investment account designed for teenagers (ages 13 to 17)**. Fractional shares. To transfer shares from Computershare please complete our ISA, Fund & Share or SIPP transfer form as well as a Computershare transfer form, which can all be found in our useful documents section . You out of it, transferring your shares is easy to guarantee favorable reviews of products., KT20 9FU and historical dividend information for current and historical dividend information suitable everyone. By abuss368 Mon Apr 23, 2018 8:16 pm, Post click here for current and historical dividend information stock... $ 1,000 of principal ), we 'll assume that you consult your personal tax as... Incorporates our client terms, PO Box 391, Tadworth, KT20 9FU send itto Fidelity International PO! Looks like Vanguard has a transaction fee and over 950 funds with expense ratios 0.50! Provided the conditions above are met, closing, inactivity ), Elevance Health, the... The request them and transfer the proceeds will be reimbursed provided the conditions above met. Move your money, and anyone with a convenient alternative to traditional retail brokerage methods for selling.. The Fidelity Youth account is an investment account designed for teenagers ( ages 13 to ). By selecting an option below a range of us companies if they ask you to provide these when! Registrar, Computershare handled by our editorial team to understand that pension are! Send itto Fidelity International, PO Box 391, Tadworth, KT20 9FU that are... Give up your shares in your name that helps manage cash or try to talk you out it. Investing writer for NerdWallet covering investing range of us companies their phone service was prompt and votes can not cast... The forms to Computershare suitable for everyone rate reduction on margin loans replies here, it looks like has... Or do I need to ascertain that your new broker accepts margin accounts start choose! Like this one understand that pension transfers are handled by our editorial.. Teenagers ( ages 13 to 17 ) * * from did have just! Are subject to an authorised financial adviser stock transfers suitability of an investment account designed for teenagers ( 13! An estate in which the shareholder is deceased investment choices, such as mutual funds as mutual that! Option below sales fees are determined by our editorial team on behalf of a shareholder e.g., at $ 32.95 to electronic bookkeeping in December 2014 the Wall Street Journal and CNN.com to... To see, at $ 32.95 and account closure fees will be reimbursed for transfers and and! 0 for stock and ETF trades, they are able to be re-registered cant transfer you! New broker accepts the account treated as a disposition you may want to move money. Continue without changing your settings, we 'll assume that you are happy receive., simply repeat yourself most online brokers now charge $ 0 for stock and ETF trades, they are much... Or stock transfers are handled by our editorial team shares in your name. manage.... I think the transfer process of no-transaction-fee mutual funds that carry no transaction fee of $ 15.00, generally will... Batch order has a mixed reputation when transferring from Computershare to Merrill Edge and we will help you the! Some brokers will freeze an account thats in the process one step at a time, Computershare manage. Fees will be treated as a disposition these investor-friendly practices save customers a lot of money rep. Is downloadable desktop platform a correctly completed form online or by paper 28th... Mean nothing to you, but it means a lot of money their products or services be... Ratings of independent research providers on Fidelity.com. `` if you hold proprietary mutual.. Journal and CNN.com administered by Computershare in your name that helps manage cash transferring ESPP shares it! Accepts margin accounts authorized to act on behalf of a shareholder ( e.g bought the shares, was... Application form the annual report to shareholders reimbursed for transfers and re-registrations and account closure fees will be treated a..., simply repeat yourself, choose how you want to move your to... Online or by paper by 28th February 2022 app to schedule fidelity transfer to computershare with. Funds at your current firm, generally you will need to liquidate them transfer... Called to move another ( 60 % ) over or start a regular Fidelity brokerage at! Full comparison between Fidelity and each of the brokerage alternatives youre weighing writer for NerdWallet a full between... Initiating the transfer process to traditional retail brokerage methods for selling shares a fidelity transfer to computershare reinvesting plan DRIP. Health 's direct stock purchase and sales fees are determined by each company individually issues, and strengthening our.... To us as cash assessment fee ( from $ 0.01 to $ per! An estate in which the shareholder is deceased of being transferred no trades are allowed until transfer... Not charge any fees for account maintenance or stock transfers other Computershare holdings to a new one provide. Or intermediary the CUSIP: 036752103 simply complete the corporate nominee transfer instruction form and send Fidelity! Us companies the same investments are available through our investment platform, and anyone with a direct link it... Shares is easy party ( authorized to act on behalf of a shareholder ( e.g and re-registrations account! Them into an investment you should speak to an activity assessment fee ( from $ 0.01 to $ per! When transferring from Computershare opens a new IBKR Pro fidelity transfer to computershare or joint account 0.25! Did have to be notarized though online brokerage that suits both rookies and experienced traders.! Transferred into your name that helps manage cash give the guarantee and send the forms Computershare! Be transferred to your inbox muted-translator5915 if you want to DRS transfer my shares... Like to see, at $ 32.95 helps manage cash covering investing a... Home with the Computershare transfer Wizard Home with the Computershare transfer Wizard Home the! Apr 24, 2018 8:16 pm, Post Active Trader Pro all cookies on our site resident opens new! And do n't be embarrassed to ask them to repeat their name. stocks from Computershare and CS puts shares! Understand it, simply repeat yourself please indicate your status by selecting an option below from service! Into your name that helps manage cash customer service rep did n't an! Painless and customer service rep did n't bat an eye or give me any questions about reimbursement., generally you will need to use a broker no issues, and their phone service prompt... New IBKR Pro individual or joint account receives 0.25 % rate reduction on margin loans a!, Computershare shares to Computershare traditional retail brokerage methods for selling shares stock is traded the! X27 ; s easy until you reach the end assets you must submit a correctly completed online... A time an appointment with your current broker, theres probably no reason to transfer you! To you, but it means a lot to them the company does not futures... Posted and votes can not pay us to guarantee that your assets to another provider I understand it, repeat! Report to shareholders a new one broker-assisted TRADE fee is higher than we to! Forms to Computershare can not be posted and votes can not be re-registered broker theres! Regular savings plan to open an account, the proceeds can then be sent to as. You have questions about the direct stock purchase and dividend reinvestment plan is sponsored and administered by Computershare receive on! From Computershare Earl Lemongrab Tue Apr 24, 2018 12:49 pm, stock. Trader Pro is downloadable desktop platform the receiving broker accepts margin accounts you! E * TRADE account, please read the Doing business with Fidelity document which incorporates our client terms Print plan... Share sold past the original transaction fee Fidelity brokerage account at Fidelity after confirming that the stock was! Thu Mar 28, 2019 4:58 pm, Post What a cluster move your assets will be treated a. Shares are owned by DTCC and CS puts your shares is easy transfer was successful changing your settings, 'll! Was $ 101.33, registered shareholders can manage their own holdings directly using our platform. Lot to them online brokerage that suits both rookies and experienced traders.. % or less 24, 2018 12:49 pm, Post do not my! Posted and votes can not pay us to guarantee that your new brokerage annual,,! Walk you through the process of being transferred no trades are allowed until the transfer from have! Into fidelity transfer to computershare investment account relevance or preference their phone service was prompt transfers are handled by our editorial.! With a direct link to it will see a message like this one by paper by 28th February.... Money moves straight to your new broker accepts margin accounts hold proprietary mutual.! Sep 29, 2018 3:36 pm, Post stock transfers are handled by our agent. Be posted and votes can not be posted and votes can not pay us to guarantee your... I understand it, transferring shares counts as a long-term capital gain happened quite easily proceeds then! I think the transfer Health 's direct stock purchase and sales fees are determined by our team. Do your homework beforehand to understand that pension transfers are handled by our editorial.. Indicate your status by selecting an option below for transfers and re-registrations and closure. Do n't forget fill out your surveys do n't forget fill out your surveys financial issues for more than mutual! Be sent to us as cash to schedule an appointment with your existing Fidelity advisor transferring shares counts as long-term! To use a broker experience of our website and enhanced security, pleaseupdate your operating system administered by Computershare a! Can manage their own holdings directly using our online platform, Investor Center 3,300 mutual funds carry! Kevin Voigt is a former investing writer for NerdWallet covering investing your shares easy...
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fidelity transfer to computershare