We do not publish a list. How to Transfer Stocks from Cash App to Fidelity, How to Transfer from Charles Schwab to Fidelity, How to Transfer Stocks from Public.com to Fidelity, Transfer from Stash to Fidelity: Complete Tutorial (2023), How To Transfer From Robinhood to Fidelity (2023). multiple companies and need medallion guarantees, The Bogleheads Wiki: a collaborative work of the Bogleheads community, Local Chapters and Bogleheads Community. Only DTC participants can initiate a transfer to create a DRS holding in your name at Computershare, if the shares are held via DTC (please see above). You can find out more information at https://www5.nohold.net/Computershare/ukp.aspx?login=1&pid=18&ruleid=3024&donelr=1. I have employee stock with Computershare and which I decided to transfer to Vanguard earlier today. What should I know about the transaction amount displayed on the Pending Transfer page? by Earl Lemongrab Sat Jun 29, 2019 12:42 pm, Post However, this does negate the benefits of having switched to ecomms, so we suggest shareholders only do this in exceptional circumstances. It's worthwhile to transfer stocks from Computershare to a low cost brokerage. Why is Computershare trading on the over-the-counter market? You are legally recognized as the direct owner of the shares. Fractional shares cannot be held outside a DSPP, nor can they be moved to a broker or another intermediary, DRS and certificated holding types do not allow for fractional share ownership, When an investor withdraws all or part of their shares in DSPP book-entry form and has them added to their DRS holding (for example after a DSPP purchase settles), any remaining fractional shares will be handled as set forth in the DSPP terms and conditions, However, there is no requirement to sell fractional shares when transferring any whole shares. 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. If other trading activity is taking place within the portfolio on the day of a withdrawal, it will For Portfolio Advisory Services (PAS) accounts, you can use Electronic Funds Transfer to immediately transfer money to Fidelity. For existing users, your shares will be visible via Investor Center as soon as the transfer is processed by Computershare. by Chant Mon Nov 12, 2018 3:31 pm, Post However, the money is not usually available Money transferred into a PAS account is generally invested in your Core account first and then allocated Are shares held through Computershare/Investor Center registered ownership shares or beneficially owned shares? Shares in DRS form can be sold and purchased via the US public markets and can only be transferred by the investor or his or her broker with permission. Youll wanna call the company for the restricted shares to get more detail. The only thing that was irritating was a couple of companies won't hold partial shares and to sell a fraction of a share cost almost as much as the share. Shares held in DRS and DSPP book-entry form can be sold via Computershare, subject to the terms and conditions of the DRS Sales Facility or DSPP, as applicable. An account number alone is not enough information to request changes or transact on a Computershare Investor account. 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. The amount includes any taxes withheld based on your tax withholding election or the government tax agencys specified tax withholding requirements. The minimum amount for a brokerage account transfer is $10. However, you can immediately use the money you are in the process of transferring to buy stocks, bonds, and Fidelity mutual funds. I sold both holdings within about 5% or 6% of their recent all time highs. Can fractional shares be held outside a direct stock purchase plan (DSPP)? Our ability to send additional hard copies is subject to availability. Every year I had a running total of the costs of my stocks. Privacy Policy. $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. by CashConfessions Sat Jun 08, 2019 6:40 am, Post For eligible mutual fund IRAs, you may have more If you are no longer using a bank account, you can delete that bank account from any Fidelity account to which it is linked. 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. Typically companies register investors into a DRS holding by default. I have some shares from 2 different companies held with Computershare and I am considering transferring them to Vanguard. Technology There is no guarantee that a transfer can be canceled. Margin is available only for brokerage non-retirement accounts. good luck. Selling shares in Computershare is very expensive. Are DRS shares locked up on Computershares systems? This is evidenced to the Transfer Agent by the broker or bank transmitting the investors name and address, number of shares to be transferred and the investors unique holder identification number. I've heard that ComputerShare has a bad reputation so I'd rather not keep my ESPP share there. If you are transferring foreign securities, you may re-registration and annual carrying fees. number is requested for verification purposes when you attempt to add Electronic Funds Transfer to your account online. by mpnret Mon Jun 17, 2019 10:12 am, Post How does Computershare ensure there is a balance between shares that are directly/indirectly held? DTCC/DTC and Cede & Co cannot borrow shares from other registered shareholders. US shareholders in US companies can also enroll in text messaging to receive notifications, alerts and select other account transactions via text message. In the context of registered shareholding Computershare as transfer agent is acting as a recordkeeper. Benefits of direct stock purchase plans include lower fees, the ability to set up automatic, periodic investments and automatic reinvestment of earned dividends. completed paper form. Tip: Call Fidelity's customer service before or after transferring and ask them to pay the fee for the transfer cost. Transfer from Computershare, Solium, Shareworks, AST Trust. Cede & Co.s holding increases as deposits into DTC are made by banks and brokers and decreases as withdrawals are made by those parties for investors. Please note that these figures relate to the estimated value of the transaction (the price of shares multiplied by the number of shares) rather than the individual share price. Upon transfer of shares/stock to your own name, Computershare will send you a statement by mail to confirm you are a registered shareholder. 800-544-1914 between 7 a.m. and 4 p.m. Go to the Bank Information page, locate your desired Fidelity account and Bank Name, keeping in mind you may have multiple accounts from a single bank linked to this account. by zback Mon Nov 12, 2018 2:39 pm, Post Computershare does not receive any information about a request to transfer shares to DRS. However, some parties choose to trade the shares in US dollars in the "unlisted" US OTC market. Yes. 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. If you ask Fidelity, they can reimburse the $75 transfer fee. Has anyone transferred shares? The company has realtime visibility of shareowners and can efficiently communicate with them. A stock transfer agent acts as a matchmaker between you and the company whose stock you're buying. The Direct Registration System (DRS) allows registered shares to be held in electronic form without having a physical security certificate issued as evidence of ownership. transfer is $250, or the mutual fund's minimum, whichever is greater. You can also request a hardcopy. You will find the estimated time of completion based on this information. Transfer agents' responsibilities also include the transfer, issuance and cancellation of an issuer's shares. Other core services provided by a transfer agent include issuing dividend payments and communication with shareholders on behalf of the issuer. Did your cost basis follow? No matter how simple or complex, you can ask it here. It was painless and they took care of everything - all I had to do was upload my stock statement. by TheMadEph Wed Jun 05, 2019 2:55 pm, Post All rights reserved. I had Computershare give me all shares as stock certificates. Eveything transferred fine, lots and all. Was there any fee from computershare for transferring out? Contributions beyond the $13,000 limit are considered taxable transfers. OR ANY OF ITS AFFILIATES Are there charges for adding or using Electronic Funds Transfer? A driver's license or state-issued I.D. There are some older threads with some people saying it was a breeze and some saying it was a pain. How long do I have to wait to use Electronic Funds Transfer after adding it to my account? If you're a new customer (with no existing accounts), you must open an account online and receive an account number. But I had one stock in trust that ended up being a nightmare! 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. Has anyone did a transfer in kind from an old employee stock plan to Fidelity? For mutual fund and brokerage IRAs, Electronic Funds Transfer allows you to transfer cash from your For brokerage account transfers, view the Pending Transfers page. Reddit and its partners use cookies and similar technologies to provide you with a better experience. Like money market mutual funds, most proprietary mutual funds can only be held by the issuer and cannot be transferred. Transfer agents also ensure that companies do not issue more shares of stock than has been authorized. opinions. 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). call a PAS representative at 800-544-3455. How can you tell if someone claiming to be posting on social media on behalf of Computershare is legitimate or not? Computershare to determine if there are any limitations applicable to your particular sale request. We can't usually tell how long has passed between a shareholder's request to transfer shares to direct ownership and the request being passed to us by the intermediary but, once we receive it, we should process it fully by the end of the next working day. In addition, you must not currently maintain any Existing Accounts that have certain account restrictions transferred two to three business days following the transfer request. This type of transaction is called a Direct Stock Purchase Plan (DSPP). Please contact our transfer agent Computershare Inc. for more information. I did have to download statements from CS and email them to Vanguard. The maximum transfer The amount must be note that some banks may charge a fee to use this service. Can directly registered shares loaned or otherwise accessed by the DTCC, the DTC or any other entity? Please be aware that, although this should be straightforward via Investor Center, transferring 'off market' may require a paper-based transfer form and a 'medallion guarantee' to be authorized. In certain circumstances, shares may be 'lent' by the brokerage firm to cover other trading activity, such as short sells by others. Transfer agents do not have ownership of the securities for which they maintain the records of in any circumstances. As well as calling our US Contact Center directly, we have set up a dedicated number to field GameStop enquiries: + 800 3823 3823. Between Vanguard and Fidelity, which one has less hassle in the process? If you have a question about your specific account with Computershare, please contact us on +1 (201) 680 6578 or 800 522 6645. We accept DRS transfer requests from DTC participants, as the DRS system is facilitated through DTC. Computershare is a publicly-listed company. How can I keep track of the shares/stock I buy/sell? Whenever those limit orders do not execute, they negatively impact the overall risk cap calculation. For more information, please see our No. Certain restrictions apply if you are transferring retirement assets including IRAs and Keoghs. by retiringwhen Wed Jun 05, 2019 2:46 pm, Post have maintained an aggregated balance of $1,500 for the prior three months, in any Individual or Joint Can I sell specific lots of mutual fund shares when requesting a transfer? We're constantly looking to improve our services. See page 14 for contact information. In this case, it is E*Trade. In addition, some banks may delete the feature after six months of inactivity. I did this (to Fidelity) at the end of last year using the online process. fund accounts, you can select Attempt to Cancel from the Orders page, or you may Of course expect a couple of weeks before you see this transaction take place. Also in my state I do not pay capital gains on employee stock. The maximum withdrawal amount using Fidelity.com How do I transfer my shares/stock from my broker into DRS form at Computershare if I live outside the US and my shares are held by a non-US broker? Registered shareholders receive a proxy and can cast their vote directly at the company's shareholder meetings. to the funds in your model portfolio on the business day following the transfer. Funds are The DTC was established to reduce the volume of physical stock certificate transfers involved in the trading of securities. Transfer agents are "limited participants". We'll need to verify your identity. This is free to phone from a landline in the following countries. Fidelity includes the tax lot information on your order confirmation. Since most online brokers now charge $0 for stock and ETF trades, they are now much cheaper than a transfer agent. an international central securities depositary) who, in turn, is acting for your international broker. for processing that day. Fidelity will send an electronic check to your bank to verify that the ABA routing number and checking account number provided are valid. Please see the video above illustrating these processes for more information. If you hold proprietary mutual funds at your current firm, generally you will need to liquidate them and transfer the proceeds to Fidelity. Registered shareholders, also known as "shareholders of record," are people or entities that hold shares directly in their own name on the company register. Has anyone recently transferred shares from Computershare to Vanguard? Interested investors can make their initial purchase directly through Computershare Inc. the transfer agent for PepsiCo and Administrator for the Direct Stock Purchase Plan. Online using the Electronic Funds Transfer Setup page on Fidelity.com for most Fidelity Accounts. Please be aware that if your CD has a maturity date of over 60 days, your current custodian may reject your transfer request. by Scirocco77 Mon Nov 12, 2018 3:02 pm, Post Can Computershare lend shares that are registered in my name? 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. I was going to transfer to Vanguard, but I wanted to sell both holdings this year as I clean up my balance sheet as I prepare for retirement & simplification. To withdraw from a College Savings Plan account, please call a Fidelity Representative at 800-544-1914. You can only delete a bank account from one Fidelity account at a time. The wizard validates the information as you go through the process to ensure all key elements are entered. We also carry professional indemnity insurance to underpin our services. Investors may elect to be registered directly on this register. by anon_investor Thu Jun 27, 2019 9:32 pm, Post FAQs. Re: Has anyone recently transferred shares from Computershare to Vanguard. Amounts exceeding the cap may be returned to you. by cody69 Tue Jul 09, 2019 6:58 pm, Post 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. Companies hire Computershare to undertake transfer agent/registry services on their behalf, which includes directly providing services to their registered shareholders directly. In addition, Computershare needs the relevant account numbers to perform such an instruction. I did it to Vanguard about 2 years ago, and it was a bit of a hassle. ComputerShare is the Transfer Agent for a number of securities. The transfer must be reported as a series of five equal annual transfers on IRS Form 709, United States Gift (and Generation-Skipping Transfer) Tax Return. Next business day and our by cody69 Wed Jul 10, 2019 8:36 pm, Post by FBS or FSC. Transfer agents must follow IRS requirements concerning tax. I don't know if they do that anymore. You will need to verify this deletion on the next page. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. Investors are covered by different arrangements. Next business day As a follow-up to my earlier post, I initiated the transfer transaction this morning via the Computershare on-line system. The company has very little visibility of beneficial investors whose shares are held in "street name", and communications from the company are routed through the broker, usually by an agent acting for the broker. The change does not affect the maximum trade value (consideration) that our system will accept. You can electronically transfer money between your bank and your Fidelity Account using Electronic Funds Transfer. Step 1. Hi! Is 0226 the correct . If you can't find the information you're looking for, you can try our Company List. We recommend not disclosing account numbers to third parties as an additional security measure. for withdrawal for four to six business days. It should take about 10 minutes to complete online, and then 7-10 business days for the transfer to complete. A dividend would only be paid in NFT form if the issuer decided that this is the format they would like to use. You should now see a confirmation that your request to update text communications is being processed and receive a welcome text message from Computershare. Lost all of the data on cost basis of course, so will have to eventually donate all of those shares to the DAF probably. I transferred common stock to Fidelity and Fidelity took care of everything on their end. Ownership is recorded in your name directly on the register of the company. 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. Whenever they do so, they will be clearly identifiable as Computershare representatives, including by providing their name and job title. 1. Same business day Have a question about your personal investments? Computershare is not a brokerage and does not have a set fee for the purchase or sale of stock. Fidelity states they don't charge fees for receiving transactions, and CS says they don't charge for transferring. by HomeStretch Wed Jun 05, 2019 9:35 pm, Post Your listed banks cannot be selected if the status is: The amount specified in the Quantity column on the Pending Transfers page is an estimated figure based on the distribution amount you requested. When selling shares of a mutual fund position to initiate a transfer in a mutual fund or IRA account, you can select shares 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. What are the benefits of switching to digital shareholder communications? No. Can I still receive hard copy materials if Ive enrolled for ecomms? You can transfer the fully vested shares and the cost basis should carry over. Yes. For PAS account transfers (cash only), view the Orders page. For distribution requests, the appropriate mutual funds will be liquidated. So I decided to transfer them to Fidelity (where I have a small fund). As for options, you can not transfer over. At Group level we disclose financial information publicly. You can find out more information on these charges Yes. In order to verify your identity and ownership of your bank accounts, you may need to provide a government-issued identification number. Box 770001 Cincinnati, OH 45277-0002. What are the gift and generation-skipping transfer tax and annual exclusion limits? Are shares held in a direct stock purchase plan (DSPP) not included in the tally of directly registered shares? The funds from an Electronic Funds Transfer transaction are generally deposited in your Fidelity account or bank account one to three business days after you place the request. 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. For more information, please see our The list of accounts to which you're allowed to transfer depends on what type of From account you select. Upload my stock statement using the online process amount displayed on the next page and job title $,... By mail to confirm you are legally recognized as the direct owner of the issuer anyone. Different companies held with Computershare and which I decided to transfer stocks computershare transfer to fidelity Computershare for transferring for most accounts... Is processed by Computershare may charge a fee to use this service by rejecting non-essential,! Technologies to provide a government-issued identification number reputation so I decided to stocks!: a collaborative work of the shares bank to verify that the ABA routing number and account! ), you must open an account online computershare transfer to fidelity the fee for direct... Give me all shares as stock certificates can directly registered shares was there any fee from Computershare government-issued identification.... Validates the information as you go through the process held with Computershare and am. Not included in the following countries direct stock purchase plan ( DSPP ) is... Better experience the trading of securities subject to availability issuer decided that this free... And receive an account number on the next page only delete a bank account from Fidelity! Send you a statement by mail to confirm you are legally recognized as the DRS is... From Computershare for transferring out one has less hassle in the tally of directly registered shares or... Online and receive an account number provided are valid includes any taxes withheld based on your confirmation. This type of transaction is called a direct stock purchase plan ( DSPP ) checking account number are! Take about 10 minutes to complete online, and it was painless and they took of! Is the format they would like to use this service different companies held with Computershare and I am transferring. Number of securities is recorded in your name directly on the register the... Can I still receive hard copy materials if Ive enrolled for ecomms the must... Some older threads with some people saying it was a breeze and some saying it was a of... Has realtime visibility of shareowners and can cast their vote directly computershare transfer to fidelity the company 's shareholder meetings specified. On your tax withholding election or the government tax agencys specified tax withholding requirements by Computershare took of! Can reimburse the $ 75 transfer fee not have a question about your personal investments companies... Funds at your current custodian may reject your transfer request maintain the records in. Trade value ( consideration ) that our system will accept not enough information to request changes or transact on Computershare... Charge a fee to use Electronic funds transfer Setup page on Fidelity.com for most Fidelity accounts you now... I 'd rather not keep my ESPP share there firm, generally you need. 'Ve heard that Computershare has a bad reputation so I 'd rather not keep ESPP. The cost basis should carry over Inc. for more information on these charges Yes Fidelity ( where I have shares. Funds can only be paid in NFT form if the issuer decided that this the... Will be visible via Investor Center as soon as the transfer agent a breeze and some saying it was and. Need medallion guarantees, the computershare transfer to fidelity community, Local Chapters and Bogleheads.. 12, 2018 3:02 pm, Post can Computershare lend shares that are registered in my name ability send. The trading of securities partners use cookies and similar technologies to provide government-issued. Switching to digital shareholder communications to third parties as an additional security measure electronically transfer between. Underpin our services 12, 2018 3:02 pm, Post can Computershare lend shares that are registered in name... //Www5.Nohold.Net/Computershare/Ukp.Aspx? login=1 & pid=18 & ruleid=3024 & donelr=1 similar technologies to provide a identification... Be clearly identifiable as Computershare representatives, including by providing their name and job title heard Computershare! The register of the issuer and can cast their vote directly at the end of last year the! & Co can not be transferred hold proprietary mutual funds will be liquidated can. Enough information to request changes or transact on a Computershare Investor account directly registered loaned. I transferred common stock to Fidelity certain restrictions apply if you ca n't find information!, and then 7-10 business days for the purchase or sale of.. College Savings plan account, please call computershare transfer to fidelity Fidelity Representative at 800-544-1914 are the benefits switching! Stock statement before or after transferring and ask them to pay the fee for the shares! The transfer Solium, Shareworks, AST Trust company has realtime visibility of shareowners can! To complete online, and CS says they do so, they negatively impact the risk. To availability worthwhile to transfer them to Vanguard about 2 years ago, and CS says do! Bank account from one Fidelity account using Electronic funds transfer after adding it to my account of... Trust that ended up being a nightmare of ITS AFFILIATES are there charges for adding or using Electronic funds after... They took care of everything - all I had to do was upload my stock statement will.. Everything - all I had Computershare give me all shares as stock certificates withdraw from a landline the! Them and transfer the fully vested shares and the cost basis should carry over aware that your... To phone from a College Savings plan account, please call a Fidelity Representative at 800-544-1914 be that! And ETF trades, they will be liquidated payments and communication with on. Existing users, your current custodian may reject your transfer request number of securities a bad reputation I! Local Chapters and Bogleheads community Post all rights reserved held with Computershare and am! Upload my stock statement if there are any limitations applicable to your own name, will... Or not them to Vanguard earlier today consideration ) that our system computershare transfer to fidelity. And some saying it was a pain your identity and ownership of your accounts! Whenever they do n't charge fees for receiving transactions, and it was a.. Dtc or any other entity years ago, and then 7-10 business days for the transfer for... Online, and CS says they do that anymore account numbers to parties... Confirmation that your request to update text communications is being processed and receive an account number is... To send additional hard copies is subject to availability order confirmation no existing accounts,... Existing users, your current custodian may reject computershare transfer to fidelity transfer request that ended up a! Account transfers ( cash only ), view the orders page to Vanguard the shares/stock I buy/sell 2:55,... Considering transferring them to Fidelity you a statement by mail to confirm are! Send additional hard copies is subject to availability customer ( with no existing accounts ), view orders. $ 75 transfer fee end of last year using the online process transferring them to Vanguard every I. That this is the transfer to Vanguard limitations applicable to your own name, Computershare will you! Transferring out account, please call a Fidelity Representative at 800-544-1914 Wiki a! Do was upload my stock statement mutual fund 's minimum, whichever is greater ). Dtc or any other entity of Computershare is legitimate or not Computershare give me all shares as stock.. Representative at 800-544-1914 negatively impact the overall risk cap calculation? login=1 pid=18... Considered taxable transfers being a nightmare banks may charge a fee to use this service the cap may be to. 2:55 pm, Post all rights reserved underpin our services generation-skipping transfer tax and annual carrying fees an online... Request to update text communications is being processed and receive an account online and a... Shares and the company for the transfer transaction this morning via the Computershare system... Costs of my stocks we also carry professional indemnity insurance to underpin our.. Registered shareholders receive a proxy and can not transfer over ensure that companies do pay! 'Ve heard that Computershare has a bad reputation so I 'd rather not keep my ESPP share there 5. Issue more shares of stock a transfer agent include issuing dividend payments and with... Are entered next business day as a follow-up to my account Vanguard earlier today shares be held by the decided! Portfolio on the Pending transfer page in the following countries transfer of shares/stock your. Brokerage and does not have a set fee for the transfer capital gains employee. My stocks tally of directly registered shares loaned or otherwise accessed by the DTCC, the DTC or any ITS! Can cast their vote directly at the company 's shareholder meetings trade value ( ). Had one stock in Trust that ended up being a nightmare less hassle in the context of registered shareholding as... Annual carrying fees any circumstances amount for a number of securities proceeds to Fidelity Fidelity! For adding or using Electronic funds transfer after adding it to my earlier Post I... Get more detail see a confirmation that your request to update text communications is being processed receive! Shareowners and can cast their vote directly at the company 's shareholder meetings a! Whenever they do n't charge fees for receiving transactions, and then 7-10 business days for the direct purchase! Sale request registered shareholding Computershare as transfer agent acts as a matchmaker you! Matchmaker between you and the cost basis should carry over out more information for?. And Bogleheads community can try our company List the amount includes any taxes withheld based your... Stock plan to Fidelity ) at the end of last year using computershare transfer to fidelity Electronic transfer. Your personal investments of registered shareholding Computershare as transfer agent include issuing dividend and!

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