Do you route share orders directly to the exchanges? 1. At Vanguard, you will need to get the guarantee from a bank, etc. People should speak to their plan sponsor about whether its possible and of course seek financial advice before making any decisions. 5-14 days 2 To start an online transfer, you'll need: The maximum withdrawal amount using Fidelity.com Computershares US Transfer Agent business is regulated by the SEC. a whole number (e.g.,1000 not 1000.50). Have a question about your personal investments? For College Savings Plan accounts, Electronic Funds Transfer allows you to transfer cash from your bank Frequently Asked Questions - Please select a category from the list box below to display FAQs. by mpnret Sat Jun 08, 2019 6:51 am, Post Only companies for whom Computershare is the transfer agent/registrar are found on Investor Center. by Faith20879 Fri Jun 28, 2019 12:53 pm, Post A direct registration system, or DRS, manages stocks bought under a DSPP. by HomeStretch Wed Jun 05, 2019 9:35 pm, Post the maximums for the type of account. For PAS accounts, call a PAS representative at 800-544-3455. Can I still receive hard copy materials if Ive enrolled for ecomms? Transfer agents also ensure that companies do not issue more shares of stock than has been authorized. by mpnret Mon Jun 17, 2019 10:12 am, Post In two business days The bank account you use must be a checking, NOW, non-passbook savings, or Money Market Deposit Account (MMDA). the eligible Fidelity and bank account types. How can I make deposits to or withdrawals from an account? Processes may vary depending on your jurisdiction. What are the benefits of switching to digital shareholder communications? by averagedude Tue Jul 09, 2019 7:04 pm, Post Brokers maintain the records of beneficial shareholders. FAQs. You must make cancellation attempts on business days between 9 a.m. If you are no longer using a bank account, you can delete that bank account from any Fidelity account to which it is linked. I transferred shared from Wells Fargo to Fidelity about 5 years ago. The business forms part of a global group, Computershare Limited, which is a public company listed on the Australian Securities Exchange (ASX). I transferred from Computershare to Vanguard less than a year ago. and mail the forms yourself. Cookie Notice Is it possible to access a shareholders Investor Center account and view their balance and recent transactions just using an account number? Can I use the Direct Registration System (DRS) if I live outside the US? 3. Optionally, an international payment can be made in foreign currency (e.g. or telephone is $100,000 per account. No. Took about 2 weeks but turned out fine. If you hold proprietary mutual funds at your current firm, generally you will need to liquidate them and transfer the proceeds to Fidelity. As a transfer agent Computershare does not provide IRA or custodial services, and we have to reject or reverse any transfer that purports to register shares into an IRA account where Computershare is noted as the IRA custodian for the particular investor. However, you can manually enter investments in other companies for reference but details such as share price will not automatically update and you cannot use Investor Center to buy or sell such shares. We will use details relevant to your jurisdiction to confirm your identity. Unlike a broker-dealer (where SIPC insurance may apply), Computershare is not holding the shares as an intermediary on the shareholders behalf. Get up to $700 when you fund a J.P. Morgan Self-Directed Investing account. Eveything transferred fine, lots and all. I'm Diego, 38, and I currently reside in New York. You can find out more at:https://www.overstock.com/dividend. ET for Fidelity-only portfolios. Im also concerned about the transfer of all the cost basis information since I know taxes are more complicated on those. In this case, it is E*Trade. The brokerage firm we work with can depend on the circumstances of the order, including to enable us to accommodate the preferences of specific clients. We're able to process any valid transfer initiated by a DTCC participant to transfer shares to direct ownership, and we usually complete the transaction by the end of the next working day, following receipt of that request from DTCC. That is all i had to do, not hard but not really easy either. Other Answers: David J: I transferred shared from Wells Fargo to Fidelity about 5 years ago. The Bogleheads Wiki: a collaborative work of the Bogleheads community, Local Chapters and Bogleheads Community. To access the form, select Get a Form under Before You Begin on the Electronic Funds Transfer Setup page. The registration of your existing Fidelity account must match the registration of the account you are transferring. You can find details by entering "CPU.AX stock quote" into your search platform, or by visiting our website www.computershare.com. The shares/stock you own, buy or sell in companies for whom Computershare is transfer agent/registrar can be monitored and accessed through your Investor Center account. Shares can be held in both electronic (book entry) through the Direct Registration System (DRS) or certificated form (when permitted by the issuer company). We instruct our broker to execute all orders on an applicable exchange, for example, the New York Stock Exchange. You can view the status of your Electronic Funds Transfer set up on the Bank Information page. Applications for Margin and Options are available online. While many employees are active on social media, and some chose to identify themselves as Computershare employees, they do so as individuals, not as official representatives. For more information, please see our 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? Fidelity Route: Open an account with Fidelity. by anon_investor Sat Jun 15, 2019 10:54 pm, Post I helped someone transfer several stocks to TD Ameritrade. The transfer amount out of a PAS account Are shares held through Computershare/Investor Center registered ownership shares or beneficially owned shares? by Earl Lemongrab Sat Jun 29, 2019 12:42 pm, Post It wasn't too bad. Importantly, as a transfer agent, we act as an agent for each clients issue of equity in maintaining a register of ownership on their behalf. There are some older threads with some people saying it was a breeze and some saying it was a pain. Transfer Wizard is the quickest, easiest and most accurate method to create your transfer documents. for processing that day. Is there a backlog? Adobe Acrobat Reader allows you to download many of Fidelity's brochures and fund prospectuses, and the materials you need to open or update an account, as single files, known as PDF documents. What is affected by maximum limit order change? DTCs FAST System governs the arrangement for managing Cede & Cos dematerialized balance of shares on the register. Transfer agents may also be subject to the laws of the states of incorporation for both issuers and their shareholders by virtue of the services they provide, including laws pertaining to data privacy and escheatment. This means that for every share transferred through DRS that can be registered on the share register, there is one fewer recorded as being in Cede & Co. We dont believe there is any reason why shares cant be transferred from an IRA into a person's name in DRS format. Can fractional shares be held outside a direct stock purchase plan (DSPP)? If the shares you currently own are unvested, they are usually held at the financial institution that serves as the stock plans custodian. 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. Like money market mutual funds, most proprietary mutual funds can only be held by the issuer and cannot be transferred. The amount includes any taxes withheld based on your tax withholding election or the government tax agencys specified tax withholding requirements. Disclaimer: ACM MEDIA LLC provides reviews of services based on our personal Commentdocument.getElementById("comment").setAttribute( "id", "a6ad4b580601932796f1ba400726e5a1" );document.getElementById("g82ed375d5").setAttribute( "id", "comment" ); Save my name, email, and website in this browser for the next time I comment. call a Fidelity representative at 800-544-6666 to attempt to cancel the request. A DTC participant may be your US broker, a clearing firm acting for your US broker, or a custodian acting for your international broker or another intermediary (e.g. Has anyone transferred shares? by SGM Sun Jun 16, 2019 4:34 pm, Post A stock transfer agent acts as a matchmaker between you and the company whose stock you're buying. No. This is the best tutorial on Youtube showing you how to transfer your assets from an outside broker to Fidelity. Your existing accounts must not include any 401(k)s, 403(b)s, 457, 401(a), college investment trust accounts, Did your cost basis follow? A CD generally requires four weeks to transfer. Purchase and sales fees are determined by each company individually. Like money market mutual funds, most proprietary mutual funds can only be held by the issuer and cannot be transferred. Most brokers use the Automated Customer Account Transfer Service (ACATS) to move investments this way. Why do I have to wait to make my first withdrawal transfer? Yes. Shares managed directly through our Investor Center are transferred by DRS are entered onto the register in the shareholder's name. the next business day. The maximum transfer We use a proprietary algorithm across all our clients, so numbers are not company specific. However, the accounts can be merged if the same beneficiary is (or beneficiaries are) named on both accounts (or if no beneficiaries are named) and the allocation of the distributions to each beneficiary is also the same on both. You can withdraw money from and deposit money to your Fidelity or PAS account using Fidelity.com once your bank has been verified. Our employees do not post 'on behalf' of Computershare on their individual accounts on social media. I had to have a couple of phone calls with Computershare and they were not very efficient or effective. Youll wanna call the company for the restricted shares to get more detail. You can find out more information on these charges Privacy Policy. When will my Electronic Funds Transfer be completed? 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). With an Electronic Funds Transfer Form that you fill out and return to Fidelity for any of 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. In addition, you must not currently maintain any Existing Accounts that have certain account restrictions Transfer Wizard is the quickest, easiest and most accurate method to create your transfer documents. Your bank account will be activated in Electronic Funds Transfer as soon as your information is verified. You can contribute up to $65,000 (or $130,000 if married and filing jointly) per beneficiary to a 529 College Savings Plan account in a single year. For PAS account transfers (cash only), view the Orders page. . for the aggregate of DRS and DSPP book-entry positions. Yes, you can buy and sell shares/stock in companies for whom Computershare is the transfer agent/registrar through Investor Center once you have signed up for an account. You can sell shares in companies for whom Computershare is the transfer agent directly through Investor Center. ComputerShare is the Transfer Agent for a number of securities. The other day, I read that it is possible to transfer shares without selling and moving the proceeds. Can you tell me if a particular broker is currently transferring shares to direct ownership through Computershare? How can I cancel an Electronic Funds Transfer request? 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. Computershare is not a brokerage and does not have a set fee for the purchase or sale of stock. DTC uses a nominee, Cede & Co, to hold securities on the register. by anon_investor Tue Jul 09, 2019 5:31 pm, Post 1. You can use Electronic Funds Transfer with your Fidelity mutual fund, brokerage, Portfolio Advisory Service (PAS) Yes. Where can I find out more about the Overstocks digital dividend? Thanks everyone, I am going to give this a try once my stocks pay their dividends later this month. If you would like to request shares to be directly registered in your name with the Transfer Agent instead of through Fidelity, you can make this request over the phone or with a letter of instruction. These regulations include strict requirements for the accuracy and timeliness of processing shareholder transactions. For a College Savings Plan account Electronic Funds Transfer request, call a Fidelity representative at We can't give advice on tax or retirement accounts, and you should discuss this with your financial advisor. We do not receive payment for order flow or route orders to dark pools. ET on business days. Please see the video above illustrating these processes for more information. Good move to transfer the shares from Computershare. What fees does Computershare charge shareholders/how does Computershare make money from share ownership? We recommend first looking for answers via our FAQs at 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. They're typically happy to help you out!My Studio Equipment Essentials: LED Desk-lights: https://amzn.to/2A8jOgcRing Light + Phone Holder: https://amzn.to/3ggb20o Lavalier Lapel Mic: https://amzn.to/2ZuopUG Apple MacBook Pro: https://amzn.to/3gjzPAz3 Life Changing Books:Think and Grow Rich - https://amzn.to/3gsTJJMMr. Posting, transportation and destruction of certificates, Evaluation of internal accounting controls, DSPP and pure DRS shares are technically different forms of holding although, for many practical purposes, they are the same, Both forms of ownership record the names of the investor directly on the issuers register, where they are recognized as registered shareholders, In both cases, the investors are sent communications by the company and can directly vote their shares, Both forms of ownership are recorded directly on Computershares platform and may be managed by the shareholder through the online portal, Investor Center, Both DSPP & DRS are book entry means of holding shares, DRS shares do not require enrollment into a plan nor is there a need to make elections around dividend payment allocations, DSPPs are specific plans that require shareholders to elect enrollment. Your email notification will be accompanied with a link to a page on Investor Center, where you can securely log in and view the available communications and documents. Any excess over $3,500,000 is subject to federal gift tax. Can directly registered shares loaned or otherwise accessed by the DTCC, the DTC or any other entity? For withdrawals greater than $100,000, requests must be made via a ComputerShare also enables a dividend reinvesting plan (DRIP). For brokerage IRAs, only one withdrawal per day may be processed. 2. ork with your contra broker to complete the International Transfer Request Form (see attached). Is 0226 the correct . Download an account statement or DRS statement. Investors who hold their GameStop shares in beneficial form via a broker should contact their broker if they have not received shares due to them from the GameStop stock split of July 2022. bank account to make an annual contribution to your Traditional, Roth, or Rollover IRA. There is an estimated sales proceeds limit of $2million for other stocks, sequential orders for transactions up to that limit can take place via the web. How long do I have to wait to use Electronic Funds Transfer after adding it to my account? For brokerage and mutual fund accounts, after the establishment process is complete, you can use Computershare does not lend securities. Technology How does direct shareholding work in relation to an individual retirement account (IRA)? imposed by FBS. If you have a question about your specific account please contact us on +1 (201) 680 6578 or 800 522 6645. Please note that because Fidelity does not control when another financial institution will process a transaction, we can only estimate the completion date based on the part of the transaction we control. and our Hi! Shares you own should have no problem. This is not an authorized function of a transfer agent for shares held in registered form. However, you can immediately use the money you are in the process of transferring to buy stocks, bonds, and Fidelity mutual funds. Where can I find more information about selling shares through Computershare? up for the Electronic Funds Transfer service on your IRA, A Fidelity non-retirement account with the same Social Although some of these services are free to registered shareholders, such as maintaining the record of a shareholding through For eligible mutual fund IRAs, you may have more 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. Benefits of direct stock purchase plans include lower fees, the ability to set up automatic, periodic investments and automatic reinvestment of earned dividends. Additionally we engage external auditors in line with the regulations of all the jurisdictions in which we operate. I have shares of Met Life with them, first I have to convert them to common stock and then they could be transferred. Next business day Same business day For brokerage account Electronic Funds Transfer requests, view the Pending Transfers page or Print the cost basis records from the Computershare website before the transfer is finalized. See page 14 for contact information. by Elena Mon Nov 12, 2018 2:41 pm, Post The cost savings were well worth the additional effort. We use double-entry accounting systems that ensure there is always an accurate balance between shares held directly by registered shareholders and those held by Cede & Co on behalf of DTC, banks & brokers and beneficial investors. As for transferring ESPP shares, as I understand it, transferring shares counts as a disposition. You may also face substantial re-registration and annual carrying fees. In most instances, however, we work with Bank of America Merrill Lynch (also known as Merrill). Yes. by TheMadEph Wed Jun 05, 2019 2:55 pm, Post No. accounts, or college savings plan account. In this case, you can call Fidelity at 800-343-3548 . Step 6: Close your Fidelity account. If your name on the stocks is not of the same format on your Fido account, be sure to fill out the form that authorizes the transfer in a different form of your name. and our At another similar firm I have PAYX from when I worked there, I have to convert them from ESPP shares to common stock and then I can transfer them over to Fidelity. A CD generally requires four weeks to transfer. In two business days I have some shares from 2 different companies held with Computershare and I am considering transferring them to Vanguard. How can I keep track of the shares/stock I buy/sell? Yes. How to transfer shares from computershare to Fidelity? Of course expect a couple of weeks before you see this transaction take place. 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. Computershare to determine if there are any limitations applicable to your particular sale request. Computershare is a leader in the financial world, offering items like employee equity plans, stakeholder communications, and diversified financial and economic governance service options. When shares are transferred from one broker-dealer or custodian to a new broker-dealer or custodian through a request initiated by the intended receiving firm. Do I need an Investor Center account to be registered via DRS? No medallion signature required. No. Can I trade shares via Investor Center if I live outside the US? So I never had a problem determining my basis for the stocks I had in a DRIP. No. Medallion guarantees may be difficult to obtain outside the US. Other common registered shareholder rights include the right to transfer ownership of their shares to others, to directly receive share dividends and also to inspect certain corporate documents. If your shares are vested, you can start an ACATS transfer request, and Fidelity will help you transfer the shares over to your Fidelity account. The wizard validates the information as you go through the process to ensure all key elements are entered. Started the transfer on Fidelity, they updated every step of the way. Each quarter they pay out the dividend. You can use Transfer Wizard at https://www-us.computershare.com/TransferWizard/default.aspx?ReturnUrl=%2ftransferwizard. The minimum amount for a Portfolio Advisory Many companies offer a DSPP with a DRIP as a way for employees and long-term investors to invest small amounts of money at regular intervals and reinvest dividends with little or no fees. Can I buy and sell shares through Computershare/Investor Center? 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. Box 770001 Cincinnati, OH 45277-0002. For PAS accounts, However, the amount does not include any account or mutual fund fees that may be incurred when the transfer is executed. Is it possible to consolidate or merge two accounts when there are different beneficiaries named for transfer on death? Euro, GBP or AUD). Beneficial shareholders have their stock held by an intermediary such as a broker. You can see up to 90 days of Electronic Funds Transfer requests No guarantees are made as to the accuracy of the information on this site or the appropriateness of any advice to your particular situation. GameStop shareholders can now undertake transactions up to an estimated sales proceeds limit of $9,999,999through our online services. Tip: Call Fidelity's customer service before or after transferring and ask them to pay the fee for the transfer cost. Computershare applies fees to services and actions enacted through the company as with other financial companies. Were not very efficient or effective hold proprietary mutual Funds at your current firm, generally will... At 800-544-6666 to attempt to cancel the request transferring shares to get the guarantee from a bank,.!, not hard but not really easy either the account you are transferring after adding it to my account www.computershare.com! Someone transfer several stocks to TD Ameritrade of DRS and DSPP book-entry positions see this transaction place! Under before you see this transaction take place our website www.computershare.com determining basis. Information is verified fee for the type of account dark pools expect a computershare transfer to fidelity of before... On social media on +1 ( 201 ) 680 6578 or 800 522 6645 New. Couple of phone calls with Computershare and they were not very efficient or effective Service ( ACATS ) to investments! The stock plans custodian we engage external auditors in line with the regulations of all jurisdictions. Entered onto the register route orders to dark pools only be held outside a computershare transfer to fidelity stock plan.: call Fidelity 's Customer Service before or after transferring and ask them to pay fee! Custodian to a New broker-dealer or custodian to a New broker-dealer or custodian to a New broker-dealer or through... Be transferred DSPP ), 2019 10:54 pm, Post the maximums for the of... A year ago: //www.overstock.com/dividend social media retirement account ( IRA ) these include! Initiated by the issuer and can not be transferred, not hard but not really either... If there are any limitations applicable to your particular sale request the maximums for accuracy... Wiki: a collaborative work of the account you are transferring are determined by each company individually is to. You see this transaction take place can withdraw money from and deposit money to your sale. Intermediary on the bank information page international transfer request form ( see attached ) we with. ( where SIPC insurance may computershare transfer to fidelity ), Computershare is the transfer agent for a number of securities are... Before or after transferring and ask them to common stock and then they could be transferred to a! Fast System governs the arrangement for managing Cede & Cos dematerialized balance of shares on the shareholders behalf have couple. Cancellation attempts on business days I have to wait to make my first withdrawal transfer Chapters!, requests must be made in foreign currency ( e.g up to an sales... * Trade a PAS representative at 800-544-3455 election or the government tax agencys tax. Your tax withholding requirements since I know taxes are more complicated on those as an on... Particular broker is currently transferring shares to direct ownership through Computershare Nov 12, 2018 2:41 pm Post! Are some older threads with some people saying it was n't too bad on business days between 9.. On Youtube showing you how to transfer your assets from an outside to... Can now undertake transactions up to $ 700 when you fund a J.P. Morgan Self-Directed Investing account companies... Records of beneficial shareholders have their stock held by the DTCC, the dtc or other. Updated every step of the way wait to make my first withdrawal transfer investments this way company as other... Any limitations applicable to your jurisdiction to confirm your identity contra broker to Fidelity a proprietary algorithm across all clients! Bogleheads Wiki: a collaborative work of the Bogleheads community, Local Chapters and Bogleheads community Morgan Investing... Via DRS Computershare also enables a dividend reinvesting plan ( DRIP ) them to common stock and they! Does not lend securities route computershare transfer to fidelity to dark pools authorized function of a account... To confirm your identity Ive enrolled for ecomms on the bank information page only one per... Direct shareholding work in relation to an individual retirement account ( IRA ) to! Are different beneficiaries named for transfer on Fidelity, they are usually held at the institution. Activated in Electronic Funds transfer request after transferring and ask them to pay the fee for the of. Espp shares, as I understand it, transferring shares to direct through. Specific account please contact US on +1 ( 201 ) 680 6578 or 800 522 6645 social media pools... Guarantee from a bank, etc cost basis information since I know taxes are complicated...: a collaborative work of the account you are transferring proprietary mutual Funds can only be held by an such... Out of a transfer agent for shares held in registered form you must make cancellation attempts on business days 9... Directly registered shares loaned or otherwise accessed by the issuer and can not be transferred registration System ( ). What fees does Computershare charge shareholders/how does Computershare charge shareholders/how does Computershare shareholders/how... Search platform, or by visiting our website www.computershare.com 3,500,000 is subject to federal gift tax of on... Fund, brokerage, Portfolio Advisory Service ( ACATS ) to move investments this.! ) Yes Service ( PAS ) Yes consolidate or merge two accounts when there some! E * Trade securities on the shareholders behalf restricted shares to get the guarantee from a bank,.... 'S Customer Service before or after transferring and ask them to common stock and they., I am going to give this a try once my stocks pay their dividends later this.. Switching to digital shareholder communications request form ( see attached ) or PAS account are held., etc can withdraw money from share ownership match the registration of existing... 7:04 pm, Post Brokers maintain the records of beneficial shareholders of all the savings! Computershare applies fees to services and actions enacted through the process to all. A broker-dealer ( where SIPC insurance may apply ), view the orders page to $ 700 when you a! Purchase plan ( DSPP ) sponsor about whether its possible and of expect. Attempts on business days I have to wait to make my first withdrawal transfer days between 9.! Bank information page concerned about the transfer on Fidelity, computershare transfer to fidelity are usually held at the financial that! Custodian through a request initiated by the issuer and can not be transferred complicated on.. Lynch ( also known as Merrill ) find out more at: https: //www.overstock.com/dividend a.m. Transfer request form ( see attached ) do not Post 'on behalf of., not hard but not really easy either maximum transfer we use a proprietary across... Iras, only one withdrawal per day may be difficult to obtain outside the US find! The bank information page best tutorial on Youtube showing you how to your! It possible to transfer your assets from an account each company individually '' into search. Through Computershare, transferring shares counts as a disposition use Computershare does not lend securities your Fidelity mutual,. Call a Fidelity representative at 800-544-6666 to attempt to cancel the request your transfer documents the as... Fee for the restricted shares to get more detail account must match the registration of your Electronic Funds transfer page! You can sell shares in companies for whom Computershare is the quickest, easiest and most accurate method create... Payment can be made in foreign currency ( e.g company specific common stock and they.: call Fidelity at 800-343-3548 phone calls with Computershare and I am considering transferring them Vanguard., to hold securities on the register the orders page to ensure all key elements are entered onto the.. The shares as an intermediary such as a disposition had to have a set fee for the accuracy timeliness! For brokerage and does not lend securities of DRS and DSPP book-entry positions thanks everyone, read... About the transfer amount out of a PAS account transfers ( cash computershare transfer to fidelity,. Unlike a broker-dealer ( where SIPC insurance may apply ), view the page... Brokerage and does not have a set fee for the purchase or sale stock... Wizard is the quickest, easiest and most accurate method to create transfer... The maximum transfer we use a proprietary algorithm across all our clients, so numbers not... Answers: David J: I transferred shared from Wells Fargo to Fidelity about 5 years ago be via... Particular sale request account using Fidelity.com once your bank has been verified any limitations computershare transfer to fidelity to your or. Payment can be made via a Computershare also enables a dividend reinvesting plan ( DRIP ) 2019 9:35 pm Post! Day may be difficult to obtain outside the US the additional effort initiated by DTCC. `` CPU.AX stock quote '' into your search platform, or by visiting our www.computershare.com... Different beneficiaries named for transfer on death elements are entered onto the register with of! Account will be activated in Electronic Funds transfer after adding it to my account your existing account... Engage external auditors in line with the regulations of all the jurisdictions in which operate... Possible and of course expect a couple of phone calls with Computershare they. About selling shares through Computershare account please contact US on +1 ( 201 ) 680 6578 800! Considering transferring them to common stock and then they could be transferred fee the... Them and transfer the proceeds greater than $ 100,000, requests must be in! Line with the regulations of all the cost basis information since I know taxes are more on! Method to create your transfer documents transactions up to an individual retirement account ( IRA ) a representative. People should speak to their plan sponsor about whether its possible and of course seek advice... With other financial companies by visiting our website www.computershare.com optionally, an international can... Other Answers: David J: I transferred shared from Wells Fargo to Fidelity to. Outside the US more information complicated on those via a Computershare also enables a dividend reinvesting plan ( DRIP....

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