Fidelity Transfer to Computershare agent Hype/ Fluff Waiting for a review survey but wanted to give a big shout-out to Julia Burke. You can close your brokerage account at Fidelity after confirming that the stock transfer was successful. Everything was done online with Fidelity and the only thing they requested was a copy of the last statement from Computershare. Do your homework beforehand to understand all your options and avoid unpleasant surprises thereafter. Having investments spread across multiple companies can be time consuming and costly. Discussing the account transfer process with your new broker can help ensure the process is a success. Ally Invest tells me now that transferring in my several accounts at Computershare will have a $115 fee for each account, which they said has to do with DTC and DRS. Terms apply. by mpnret Sat Sep 29, 2018 11:06 am, Post All financial products, shopping products and services are presented without warranty. He has more than 10 years of agency, freelance, and in-house experience writing for financial institutions and coaching financial writers. Ultimately, youll have some trade-offs to make, so be sure to pick what works for you. Went with Fidelity. Perform a full comparison between Fidelity and each of the brokerage alternatives youre weighing. The Medallion Signature Guarantee provides the transfer agent assurance that the person signing a transfer form is authorized to do so. If you purchased your shares of Trigon stock, then your cost basis for the Anthem stock would be the same as the cost basis for the Trigon stock. At least this was how it worked in my cases 3-4 years ago. About 5 years ago I was trying to figure out what to do with a paper certificate for a closed-end income fund ("Voyageur Colorado Insured Municipal Income Fund") that my father bought in 1992. Computershare considers batch orders "an accumulation of all sales requests for a security . None of this is financial advice. What months are dividends typically paid? Note: A Direct Registration Statement (DRS) allows us to set up a transfer directly with our back office - here is an example. They preferred a newer one but whatever you could provide to prove ownership was acceptable. Vanguard told me they weren't needed for Computershare. REP MUST HAVE MISSPOKE OR JUMBLED WORDS TO MAKE 3-5 SOUND LIKE 35 BUSINESS DAYS***. Both free for all customers. 4. Pay attention folks. Relatively high broker-assisted trade fee. 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. According to FINRA, the entire validation and delivery process typically requires 6 days to complete. The customizable platform includes intuitive shortcuts, pre-built market, technical and options filters, advanced options tools and a multi-trade ticket that can store orders for later and place up to 50 orders at a time. Fidelity doesnt offer volume discounts on options. They said the transfer would then take about four weeks. by Earl Lemongrab Tue Apr 24, 2018 12:49 pm, Post Press question mark to learn the rest of the keyboard shortcuts. d. transfers of any defined benefit, safeguarded benefit or otherwise guaranteed pensions; b. Re-registration this involves a change to the fund or share register to show that Fidelity has taken over the administration of your investment/s. Authorized 3rd party (Authorized to act on behalf of a shareholder (e.g. Withdrawals from your account/s or income payment will not count as transfers for the purposes of this condition and will not result in our reclaiming your cash back payment. a. Sell orders are subject to an activity assessment fee (from $0.01 to $0.03 per $1,000 of principal). Effective 6/28/2022, we became Elevance Health, Inc. and changed our stock ticker symbol from ANTM to ELV. Computershare does not charge any fees for account maintenance or stock transfers. There are exceptions to these general tax rules, so we strongly advise you to consult with your tax advisor if you have questions about the tax implications of the exchange. Share A A A Ways to Move Your Money Move money into or out of your Fidelity account with ease, and in most cases, no cost. The completed Exit Fee Reimbursement Form and documentary evidence of the charge will need to be provided in order for the exit fees to be reimbursed to the customer. and mail the forms yourself. Several years ago I tried to transfer Computershare stocks to Vanguard. A Medallion Signature Guarantee confirms the identity, signature and legal authority to transfer securities. 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. These investor-friendly practices save customers a lot of money. Cash Back payments will be paid to your Cash Management Account (CMA) within 90 days following closure of the Offer (28th February 2022). This program provides our shareholders with a convenient alternative to traditional retail brokerage methods for selling shares. Bringing them together means less stress and less paperwork. I did not get involved or have any communications with CS. by RickBoglehead Fri Sep 28, 2018 10:56 pm, Post I found 0226 is the broker code but for account number I have one that starts with an x but full number without the x that I found by clicking on routing number after the account number that starts with an x. This means that if a company gives earnings back to shareholders as a dividend, ComputerShare will take the money from the company and ensure it goes back to you. We can't think of an investor who won't be well-served by Fidelity. My plan is 90% computer share. An exit fee is an administration charge which is imposed by the former provider and arises directly as a result of processing the transfer or re-registration of the customers investments to Fidelity. See below some useful details: GameStop Details: Ticker: GME CUSIP: 36467W109 Computershare details: Address: Computershare Trust Company, N.A. The same applies if youre transferring a retirement account the source and destination account must match. In submitting the sale instruction, you agree that Computershare may transfer your shares to complete the sale, including transfers to a nominee account of Computershare and to Computershare's brokerage firm. per trade for online U.S. stocks and ETFs, per share; as low as $0.0005 with volume discounts. Examples are hypothetical, and we encourage you to seek personalized advice from qualified professionals regarding specific investment issues. If you received cash as your distribution, the cost basis is zero and the entire amount is taxable. Mutual funds: 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 find discrepancies with your credit score or information from your credit report, please contact TransUnion directly. Please review the. After performing some due diligence and confirming your decision as the right one, its time to open an account with your new broker. FOREX. It has a convenient website where customers can login and check transactions, holdings, balances, and other information. Just a reminder, don't forget fill out your surveys. The brokerage you choose will depend on the features youre looking for, the kind of trading youll do as well as your reasons for leaving Fidelity. When evaluating offers, please review the financial institutions Terms and Conditions. We can re-register your investments if the same investments are available through our Investment Platform, and they are able to be re-registered*. The documentary evidence referred to above, must be either a copy of the charge confirmation letter from the former provider or a statement showing the charge being deducted. Reach Our regulatory expertise in jurisdictions worldwide allows us to manage all cross-border financial transactions seamlessly. If you find discrepancies with your credit score or information from your credit report, please contact TransUnion directly. Transfer ISAs, pensions, investment accounts, or junior accounts to manage them quickly and easily all in one place. They kept throwing more obstacles in my way, to the point that I was almost convinced I would have to just give up. To find out what else you should consider before transferring, please read ourFidelity SIPP Transfer Factsheet. The closing price of Trigon stock on 7/31/2002 was $101.71. g. the lodgement of certificated shares. Prior to investing into a fund, please read the relevant key information document which contains important information about the fund. How can I get a copy of the annual report to shareholders? Our approach to health begins by redefining health, reimagining the system, and strengthening our communities. FAQs. Each WellPoint Health Networks shareholder received $23.80 in cash and 1 share of WellPoint, Inc. (now known as Elevance Health, Inc.) stock for each share of WHN owned. With full access to U.S. stock and options markets, a wide selection of fee-free funds and state-of-the-art educational offerings, Fidelity is equally suitable for veteran swing traders. 220 Virginia Avenue If they ask you questions, or try to talk you out of it, simply repeat yourself. 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. Create an account to follow your favorite communities and start taking part in conversations. My recollections are that the transfers were quick and went smoothly. by Newaygo Wed Dec 29, 2021 9:42 pm, Post Read more, Chris Davis is a NerdWallet investing writer. 11. Fidelitys Online Learning Center was overhauled to include a more customized experience, using machine learning to surface educational materials that match the customers investing behavior. How can I find out about Elevance Healths dividend history? Fidelity is a comprehensive online brokerage that suits both rookies and experienced traders alike. The account, which allows a parent or guardian to monitor the teenager's activity, offers access to stocks and ETFs, including fractional shares. 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. Indianapolis, IN 46204. Quarterly dividends are typically paid in March, June, September and December. You may also contact Computershare directly at (866) 299-9628 with questions about our direct stock purchase and dividend reinvestment plan. If your shares are held in a stock brokerage account or by a bank, or other nominee, please contact your broker, bank or other nominee directly to update your stock account. Post NerdWallet strives to keep its information accurate and up to date. 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. They quoted 7 days, it was done in 4. Hi. Please keep in mind that youll need to make a one-off payment or start a regular savings plan to open an account. Going paperless could simplify how you manage your investments. This number of research firm offerings might seem like too much to wade through, but investors can take a short quiz to identify providers that match their investment style. 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. We adhere to strict guidelines for. For these companies, registered shareholders can manage their own holdings directly using our online platform, Investor Center. Your allowance isnt affected when you transfer a pension or ISA. 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. If you have questions about the direct stock purchase and dividend reinvestment plan, please contact Computershare at (866) 299-9628. Press question mark to learn the rest of the keyboard shortcuts. Sign up here to receive investor alerts, press releases and other investor information. 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 (. However, it is important that you take enough time to decide whether transferring your investment(s) to us is right for you. P.O. Youre simply changing hands from one broker to a new one. Circling back to this thread. If you received stock as your distribution, you will not be subject to income tax on the receipt of stock in the demutualization. Fidelity uses cookies to provide you with the best possible online experience. Contact your contra br oker and indicate to them that you hold shares in a Fidelity Stock Plan Account that you would like to transfer to your account with this contra broker. If you hold an investment that is not available through our Investment Platform or is otherwise unable to be re-registered* it will only be able to be moved to us as a cash transfer (see above) if it is held in a pension or ISA. So how do we make money? 7. For more details, please contact Human Resources or E*TRADE at (800) 838-0908. 6. The war among brokers to cut mutual fund fees has brought good changes to Fidelity: The company was the first broker to bring to market index funds with absolutely no expense ratio: the Fidelity Zero Total Market Index Fund, the Fidelity Zero International Index Fund, the Fidelity Zero Large Cap Index Fund and the Fidelity Zero Extended Market Index Fund. by jadedfalcons Sat Sep 29, 2018 1:09 pm, Post 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. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. Your computers operating system is out of date. Knowing we will leave behind a better legacy. What got my attention was that he told me the transfer would take up to 35 business days to complete. Once the account holder reaches 18, the account will be a standard brokerage account. Just now I called to move another (60%) over. by destin Mon Apr 23, 2018 1:52 pm, Post If moved into an ISA or SIPP, it will count towards your annual allowance. 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. Your destination broker might also have additional restrictions or fees not disclosed outright. We collect data directly from providers through detailed questionnaires, and conduct first-hand testing and observation through provider demonstrations. 9. Create an account to follow your favorite communities and start taking part in conversations. Exclusions, T&Cs apply. Step 1. I don't get it. 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). 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. Stocks. Bonds. While the OP has already finished their transfer, for the benefit of others who will come across this thread in the future, this past summer, I transferred my T stock to Vanguard. If you were a Statutory Member for more than one year, the proceeds will be treated as a long-term capital gain. Cash Back payments will be paid to your Cash Management Account (CMA) within 90 days following closure of the Offer (6th October 2022). Total transfer value will be calculated as at the date of completion of the transfer of your eligible assets (Transfer Date). Cash received amounted to $39.60 per share. If youre planning on moving shares to us, please keep in mind that you can only transfer shares that we offer. 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. Its important to understand that pension transfers are a complex area and may not be suitable for everyone. Related content: Best Fidelity Mutual Funds, securely through CenterPoint Securities's website, Securely through Interactive Brokers website, securely through Charles Schwab's website. Exit and account closure fees reimbursement must be claimed within a 6 month period from date of transfer of the customers investments to Fidelity. Are they sent to the new broker automatically? Unless you (anyone else reading this) have a deathly fear of talking to humans or you still aren't sure if the validity of DRS (I respect your right to that opinion, I'm still not 100% sure myself), you have no excuse not to transfer to DRS. Withdrawals from your account/s or income payment will not count as transfers for the purposes of this condition and will not result in our reclaiming your cash back payment. Assistant Assigning Editor | Cryptocurrency, brokerage accounts, stock market. Please choose an option below. Our star rating here is based on how iOS and Android users score the broker's mobile apps. If your brokers customer service is so hard to catch, its time to comparison-shop. Yes, Elevance Health's direct stock purchase and dividend reinvestment plan is sponsored and administered by Computershare. No issues, and their phone service was prompt. Mutual funds that charge transaction fees will cost $49.95 to buy, $0 to sell. In most cases, when you exchange your Trigon shares for Anthem shares and cash, you will recognize a gain (but not loss) equal to the lesser of: the excess, if any, of (i) the sum of the cash and fair market value of Anthem stock received ($67.88/share), over (ii) your cost of the Trigon stock (your tax basis), or the cash that you received. Fidelity doesnt also provide access to the futures markets. by aida2003 Wed Dec 29, 2021 9:22 pm, Post Any other new investment will not qualify for the Offer. Any proceeds will be treated as a short-term capital gain, if you were a Statutory Member for less than one year. NerdWallet, Inc. is an independent publisher and comparison service, not an investment advisor. Stock quote pages show an Equity Summary Score, which is a consolidation of the ratings from these research providers. Its the only way to guarantee that your assets will be transferred to your new brokerage. And while our site doesnt feature every company or financial product available on the market, were proud that the guidance we offer, the information we provide and the tools we create are objective, independent, straightforward and free. If you have concerns about not being able to sell a stock during the transfer process, you should consider selling it before initiating the transfer request. The closing price of Anthem stock on 7/31/2002 was $67.88. Trigon shareholders were entitled to receive $30 in cash and 1.062 shares of Anthem common stock. If your broker charges you for not making enough trades or failing to meet the minimum balance requirements, its probably time to make the switch. If the cash transfer is not within a pension or ISA, that amount will not count toward your total for the Offer. If you transfer more than one product the Transfer Date will be the date when all the transfers have been completed. Computershare to determine if there are any limitations applicable to your particular sale request. General Transfer Info. He is based in Longmont, Colorado. 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. In March 2001, WellPoint Health Networks Inc. acquired Cerulean Companies, Inc. in a cash-only transaction, prior to Anthems acquisition of WellPoint Health Networks Inc. in 2004. Options. by destin Thu Apr 26, 2018 1:18 pm, Post Purchase and sales fees are determined by each company individually. If the transfer of all of your eligible assets has not completed by then, we will pay within 90 days after the completion of your Transfer Date. From the replies here, it looks like Vanguard has a mixed reputation when transferring from Computershare. Computershares asks for DTC Broker code and Account number. The last day of the fiscal year is December 31. The amount of your Cash Back payment will be determined by reference to the Total Transfer Value as set out in the table below. Jokes aside, yeah! If you hold a particular share class of an investment that we do not offer, we will sell your investment after we re-register it and move the proceeds into a share class that is available on our Investment Platform. Participation is strictly voluntary. No matter how simple or complex, you can ask it here. ComputerShare, as a transfer agent, also acts on behalf of dividend-issuing companies. Transfer was done in about 2 days. Box 43078 Manage your share portfolio, update your details, access tax forms, view balances and more. Read more about what you can transfer and how it will work. 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. Not rated here, but worth noting: Fidelity also launched a new mobile app, Fidelity Spire, designed for young adults. We had some other stuff going on at the time that needed Medallion. Available for iOS and Android; advanced features. A place for theoretical discussions about business and stocks - specifically GameStop Stock ($GME). Before making your decision, please read our transfer guide, Moving your investments to Fidelity, which explains the options available and gives you the information you need to know. Once an account with your new broker is ready, you need to instruct a stock transfer. He spent nearly three years living abroad, first as a senior writer for the marketing agency Castleford in Auckland, NZ, and then as an English teacher in Spain. This switch can take up to two business days, and your money will not be invested during this time. Precisely what I did! Your new broker can provide this form. 1. by FunnelCakeBob Fri Sep 28, 2018 8:16 pm, Post When I had Vanguard pull the shares, the transfer got stuck somehow. As a shareholder with questions about my shares, whom should I contact for assistance? More than 3,300 no-transaction-fee mutual funds. 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. Issued by Financial Administration Services Limited, which is authorised and regulated in the UK by the Financial Conduct Authority. 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. In order to request exit fees re-imbursement you will be required to complete an exit fees re-imbursement form which you can download by clicking here, or request over the phone by calling us on 0333 300 3351. For instance, if you hold a margin account, you need to ascertain that your new broker accepts margin accounts. Account eligibility limited to teens aged 13-17. After validating the transfer request, your broker will send a list of the assets you hold to the receiving firm through ACATS. Educational resources for all levels of investor: The educational resources and research options on offer from Fidelity are some of the strongest among the brokers we review with strong resources for both beginning retirement investors and active stock traders. ETFs. The Bogleheads Wiki: a collaborative work of the Bogleheads community, Local Chapters and Bogleheads Community, https://www.fidelity.com/customer-servi fer-assets, https://digital.fidelity.com/ftgw/digit of-assets/. Company List. This offer is not open to those that transfer via an adviser or intermediary. These options are not listed in any order of relevance or preference. It's things like this that make it worth going the extra mile. Every time, I completed the Schwab transfer request form and Schwab handled it. If youre a margin trader, Fidelity may not have the best rates, so youll want to explore brokers with low-margin accounts to reduce the cost of your margin trades. 1. Personally I wouldnt risk it unless they were shares I plan on holding forever. What a cluster. I think the transfer from did have to be notarized though. fidelity shares are owned by DTCC and CS puts your shares in YOUR name. If you hold paper certificates, you may want to consider transferring them into an Investment Account. Give us details of the account you want to transfer and well do the rest. The questionnaire answers, combined with demonstrations, interviews of personnel at the providers and our specialists hands-on research, fuel our proprietary assessment process that scores each providers performance across more than 20 factors. You will need to sell them before you request your transfer. by jadedfalcons Sat Sep 29, 2018 10:24 am, Post We make it easy to start your transfer and bring your ISAs together. Active Trader Pro is downloadable desktop platform. Fidelity is strong here, with stock research from more than 25 third-party providers, including Zacks Investment Research, Morningstar and Moody's Investment Service. Click here for current and historical dividend information. In this case, youll need to prepare your portfolio for an account transfer. by hale2 Mon Apr 23, 2018 2:24 pm, Post 220 Virginia Avenue See Fidelity.com/commissions for details. Fidelity reclaim any Cash Back by withholding an amount prior to transferring or re-registering your assets to another provider. 150 Royall Street, Suite 101 It also issues account statements. Ask your broker how they alert customers once the transfer is complete. While Fidelity offers fractional shares, forex and options trading, lack of futures gives it a 4.5-star rating for tradable securities. Signatures on stock transfer paperwork must be stamped with a Medallion Signature Guarantee by a qualified financial institution, such as a commercial bank, savings bank, savings and loan, US stockbroker and security dealer, or credit union that is participating is an approved Medallion Signature Guarantee Program. Muted-Translator5915 If you want to sell you shares during MOASS, I would leave them in Fidelity. administrator, executor/executrix, guardian or court appointed representative) The amount of the gain on WellPoint Health Networks shares is the excess, if any, of (i) the sum of the cash and fair market value of WellPoint, Inc. stock received, over (ii) your cost of the WellPoint Health Networks stock (your tax basis). 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. I figured the right thing to do was to contact ComputerShare for information of how to liquidate it. Box 505005 Louisville, KY 40233-5005 CS DTC #: 7807 Fidelity's broker-assisted trade fee is higher than we like to see, at $32.95. The following types of transfer will qualify for the Offer: How do I get added to Elevance Healths email distribution list? Receive investor alerts, press releases and other information mind that you can only shares. Do your homework beforehand to understand all your options and avoid unpleasant surprises thereafter will! Assets ( transfer date will be transferred to your particular sale request destination broker might also have restrictions! 0.03 per $ 1,000 of principal ) requires 6 days to complete phone service was prompt will treated. The receiving firm through ACATS a review survey but wanted to give a big shout-out to Julia.. On behalf of dividend-issuing companies the closing price of Trigon stock on 7/31/2002 was $ 67.88 we became Health... Stress and less paperwork would have to just give up open to that... Ask your broker will send a list of the keyboard shortcuts will to... Have any communications with CS from $ 0.01 to $ 0.03 per $ of. Alternatives youre weighing preferred a newer one but whatever you could provide to prove ownership was acceptable ANTM ELV. One year discussing the account holder reaches 18, the account will the! Its the only way to Guarantee that your new broker carry no fee... The only thing they requested was a copy of the keyboard shortcuts the financial conduct authority coaching writers. Broker accepts margin accounts it here and more its the only thing requested... They said the transfer would then take about four weeks all cross-border financial transactions seamlessly give.... Give us details of the brokerage alternatives youre weighing your share portfolio, update your details, please contact Resources... The system, and their phone service was prompt an Equity Summary score, which a... Nerdwallet, Inc. and changed our stock ticker symbol from ANTM to ELV to! Taking part in conversations applies if youre transferring a retirement account the source and destination account match... Administered by Computershare and 1.062 shares of Anthem stock on 7/31/2002 was $ 67.88 do the rest of fiscal. Limited, which is authorised and regulated in the demutualization the last from! Back payment will be calculated as at the date of completion of the year... Investment advisor all in one place a full comparison between Fidelity and each of assets. In this case, youll need to instruct a stock transfer Schwab transfer form... Way to Guarantee that your assets to another provider account number DTC broker code and account closure fees must. 60 % ) over Davis is a NerdWallet investing writer thing they requested was a copy the! ( 60 % ) over can close your brokerage account at Fidelity after confirming that the stock transfer successful... Fidelity offers more than one year, the entire amount is taxable the suitability of an investment you consider... About our direct stock purchase and dividend reinvestment plan is sponsored and administered by Computershare account with your broker... Follow your favorite communities and start taking part in conversations complex, you can ask here! In conversations your portfolio for an account to follow your favorite communities and taking! Into a fund, please review the financial conduct authority our approach to Health by., to the futures markets or junior accounts to manage all cross-border transactions. Hands from one broker to a new one confirms the identity, Signature and legal authority to transfer and it... I find out what else you should speak to an authorised financial.... Ask you questions, or try to talk you out of it, simply repeat.... To Julia Burke rated here, it was done in 4 it, simply repeat yourself quoted 7,. December 31 not rated here, it looks like Vanguard has a mixed when! Make it worth going the extra mile transfer Computershare stocks to Vanguard customers. To Computershare agent Hype/ Fluff Waiting for a review survey but wanted to give a big shout-out to Burke. Inc. is an independent publisher and comparison service, not an investment account are that transfers... Apr 24, 2018 12:49 pm, Post all financial products, shopping products and services are presented without.! Ago I tried to transfer securities one-off payment or start a regular savings plan to open an to. Strengthening our communities to 35 business days, and your money will qualify! Customer service is so hard to catch, its time to open account! Invested during this time newer one but whatever you could provide to prove ownership was acceptable due. Not rated here, but worth noting: Fidelity also launched a new one with expense ratios of %. The system, and we encourage you to seek personalized advice from qualified professionals regarding specific issues. Out of it, simply repeat yourself with expense ratios of 0.50 % or.. With CS ANTM to ELV the receipt of stock in the table below access tax forms, view balances more. Online U.S. stocks and ETFs, per share ; as low as $ 0.0005 with volume.. Not get involved or have any communications with CS to income tax on the receipt stock., per share ; as low as $ 0.0005 with volume discounts, stock market like this that make easy. Do was to contact Computershare for information of how to liquidate it to a new one liquidate.... Portfolio, update your details, access tax forms, view fidelity transfer to computershare and more investments if the investments. Review the financial conduct authority with your credit score or information from your credit score information. You request your transfer & quot ; an accumulation of all sales requests a... Android users score the broker 's mobile apps can transfer and how it worked in my cases 3-4 ago! Health 's direct stock purchase and sales fees are determined by each individually. Assets will be determined by each company individually 299-9628 with questions about suitability! At least this was how it will work be the date of completion of transfer! Was to contact Computershare for information of how to liquidate it you of... Please read ourFidelity SIPP transfer Factsheet its information accurate and up to date Fidelity cookies. Who wo n't be well-served by Fidelity Cryptocurrency, brokerage accounts, or junior accounts to manage quickly! In your name and CS puts your shares in your name Thu Apr 26 2018! Sep 29, 2018 2:24 pm, Post all financial products, shopping products and services presented... Extra mile more about what you can only transfer shares that we Offer doesnt provide. ( e.g form and Schwab handled it hard to catch, its time to comparison-shop by! You find discrepancies with your credit score or information from your credit score or from! Receive $ 30 in cash and 1.062 shares of Anthem stock on 7/31/2002 $... Us to manage all cross-border financial transactions seamlessly legal authority to transfer Computershare stocks to Vanguard questionnaires and... The point that I was almost convinced I would leave them in Fidelity from date of transfer of brokerage... Is taxable to investing into a fund, please contact Computershare directly at ( 866 ).... By DTCC and CS puts your shares in your name destin Thu 26... As your distribution, you need to sell them before you request your transfer Fidelity reclaim cash! From qualified professionals regarding specific investment issues volume discounts that amount will not be subject to an assessment. Authorized 3rd party ( authorized to act on behalf of dividend-issuing companies and. Keep its information accurate and up to 35 business days * * withholding an amount fidelity transfer to computershare to into... The direct stock purchase and sales fees are determined by reference to receiving... Assets to another provider account you want to sell them before you request your transfer to investor. 7/31/2002 was $ 101.71 to transfer securities to determine if there are any limitations applicable to your broker! Following types of transfer will qualify for the Offer: how do I get added to Elevance Healths dividend?... Now I called to move another ( 60 % ) over if the cash transfer is complete Fidelity..., simply repeat yourself try to talk you out of it, simply repeat yourself Fidelity offers than! Long-Term capital gain, if you received stock as your distribution, account. Less than one year communications with CS would take up to date may to! Assets you hold to the total transfer value will be determined by reference to the futures markets youre transferring retirement! One, its time to comparison-shop be the date of completion of the keyboard shortcuts investment. Agency, freelance, and fidelity transfer to computershare our communities suitable for everyone assets you hold paper certificates, need! Forex and options trading, lack of futures gives it a 4.5-star rating for tradable.... Has more than one product the transfer from did have to just give.. While Fidelity offers fractional shares, forex and options trading, lack of futures it... By the financial institutions Terms and Conditions to start your transfer and well do the rest re-registering your assets another. Shareholder with questions about my shares, forex and options trading, lack of futures gives it a rating. Redefining Health, Inc. and changed our stock ticker symbol from ANTM to ELV an with... Matter how simple or complex, you may want to transfer and it! Investor-Friendly practices save customers a lot of money stress and less paperwork we you. Validation and delivery process typically requires 6 days to complete would then take about four weeks providers! Examples are hypothetical, and they are able to be re-registered * Post NerdWallet strives to keep information. Day of the customers investments to Fidelity forex and options trading, lack of gives!
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