If you're not happy with your broker, it doesn't make sense to stay in a bad financial relationship. 1996 - 2023 Computershare Limited. # NOTE: You dont need to open a CS account, Fidelity will take care of it. The Loop Capital, Magic Johnson, Credit Suisse and Citadel connection. No hassles and it was done within a couple days. The transfer will take 2-3 business days to process. I transferred stock from Computershare to Vanguard a few weeks ago. Are you transferring securities from an external financial firm (like Fidelity, Vanguard or E-trade)? That may/may not be an issue for you. Tip -- If you have done all the work and are expecting Computershare to transfer the shares to Vanguard and they aren't moving, get in touch with Computershare directly and tell them to move the shares to Vanguard. personalized financial advice, and does not recommend the purchase or sale of Step 2. (Check the preface FAQs for more on this), Security Symbol (ie: GME) and CUSIP (see above). Create an account to follow your favorite communities and start taking part in conversations. You might need to provide the following details: # NOTE: You dont need to open a CS account, TDA will take care of it. A TOA typically takes 7 to 10 business days to be completed. In this case, you can call Fidelity at 800-343-3548 . Go to Fidelity.com/TransferMoneyShares or call 1-800-544-6666. The firm will need the following information to initiate the request: Do NOT use this form to change the registration of an existing account or to transfer from or to a Mutual Fund Only account. 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, We are a global leader in transfer agency, employee equity plans, mortgage servicing, proxy solicitation, stakeholder communications, and other diversified financial and governance services. I seriously wasnt expecting this and Im so glad apes are finding it useful. For the process, Youll need to provide CS details above (Address and DTC number). Standard Transfer 6. # NOTE: You dont need to open a CS account, WS will take care of it. How Much Does Home Ownership Really Cost? Log into nabtrade using your customer number and password. # IMPORTANT 2: If you are on a TFSA or RRSP account, DRS might not be the right thing to do as it has fiscal implication. I would look at some posts from. DTC transfers typically take three business days. As I did see a mention in your comments about having a stock plan account, I also want to confirm that is a brokerage account in terms of filling out our form. Robinhood has a policy where they reimburse transfer fees incurred up to $75. The name or names on the account must match the names on the account the shares are coming from or you may have trouble transferring your shares. Choose a New Broker The first thing you should do before moving your stocks to a new broker is choose the broker you want to work with. I initiated the process online from Fidelity's website. Ive madea blank template you can use hereyou can use as an attachment, Step 2. # IMPORTANT: You need sufficient funds on your account when starting this process. If you are wanting direct registration in order to obtain a physical certificate, please contact the transfer agent to see if they offer that service, how much it costs, and what their processing timeframes are. and our All Rights Reserved. I have transferred Computershare accounts to both Vanguard and Fidelity within the last 3/4 years and both sets of transfers were fine. Reddit and its partners use cookies and similar technologies to provide you with a better experience. They said it would take up to 3 business days but I believe I initiated on a Friday and I could see it the next Monday. mock neck sweatshirt champion; ideal boiler pcb replacement Alternate way:you can send an email asking for anOutbound DRS Transfer to CS. The number of shares to transfer and the preferred cost basis calculation method for determining which shares would be transferred. The transfer can be originated online at both brokerages. by illumination Wed Mar 30, 2022 7:35 pm, Post As for your account number, you'll refer to the nine-digit number for the account found on your Summary page on Fidelity.com, or your statements, including the letter if it starts with an X, Y, or Z. Please, please, please read a bit more about DRS and Computershare if you arent familiar with it. Because I was also collecting that stock prior to automated cost basis tracking, I found it helpful (though tedious) to print out and calculate all of the reinvestment transactions so that I could correctly identify my cost basis and fill in that value in the Fidelity brokerage account prior to selling. Awwww snap. UPDATED 19/09 10pm GMT+10 / Credit tou/jforest1. . opinions. 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. You now have full access to your Computershare account! Receiving firms details (CS): Name, Address, DTC #, and who you want the shares to be registered to. 1. If thats the case, you could transfer from your current broker to a new broker allowing DRS transfer then CS. With partial shares, do not reinvest the dividends as their fees would suck up the account. One last thing, be patient and kind with the customer service reps. What Types of Homeowners Insurance Policies Are Available? Your new broker communicates with your old broker to set up the transfer. Your CS account #. In order to move shares back to Fidelity, you will need to initiate a Transfer of Assets (TOA) on the Fidelity website. The financial institution you are transferring from may charge fees. You can wait 3-5 business days for the verification letter, or you can verify your identity immediately online. Yes, have your broker request your shares be sent to them through the Depository Trust Companys Direct Registration Profile System. Then transfer to a joint account at Schwab. You can also use the Chat function. Step 2. THat should get you started - good luck. by Chant Wed Mar 30, 2022 1:24 pm, Post Our focus on data integrity and privacy ensures that company, investor and employee information is secure. The Bogleheads Wiki: a collaborative work of the Bogleheads community, Local Chapters and Bogleheads Community, Re: Transferring stock from Computershare, The Final, Definitive Thread on Brokerage Transfer Bonuses. Transfer now Transfer to another provider Frequently asked transfer questions Transferring a Stocks and Shares ISA How do I transfer a Stocks and Shares ISA to an HL Stocks and Shares. NOTE:While some brokers wont allow DRS transfer, they should allow anoutbound broker-to-broker transfer. Since most online brokers now charge $0 for stock and ETF trades, they are now much cheaper than a transfer agent. So whats with all whats going on that its mission to transfer shares from Fidelity to ComputerShare. 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. Your old broker must validate the transfer information, reject it, or amend it within three business days. Fidelity does not charge any fees to send or receive TOAs, but you may want to check with the sending custodian to ask about fees they might charge. Contact the Live Chat Support and ask for an Outbound DRS Transfer of Shares. I was responsible the deceased's trust accounts. Double check that you wont need the $500 deposit. Call1-800-387-2331. All transactions were initiated fom my Ameritrade account. The transfer to Vanguard went smoothly, and I was pleased with their service. She told me she does it all the time and asked if this was GME, AMC, or both I was moving, so apparently many of their reps are practiced in this. ACM MEDIA LLC publishes content for educational purposes only, does not offer To avoid that, you need to know the right and the wrong way to transfer stock between brokers. Have a question about your personal investments? Around here, its more than a job. Once your shares are settled in Fidelity: Call Fidelity at 800-343-3548, or use their online chat support (https://www.fidelity.com/customer-service/contact-us). Checking vs. Savings Account: Which Should You Pick? Copyright 1998-2023 FMR LLC. Remember when you wanted what you currently have? Computershare, along with Wells Fargo Shareowner Services, Broadridge Financial, and Amstock are all popular stock transfer agents. The Ascent is a Motley Fool service that rates and reviews essential products for your everyday money matters. Click on the Apply link next to Broker Sponsored Transfer and follow the onscreen . Exit fee cover We cover any exit fees your current provider may charge, up to 500 per person. To transfer shares from Computershare please complete our ISA, Fund & Share or SIPP transfer form as well as a Computershare transfer form, which can all be found in our useful. Sending $GME Shares from Fidelity to ComputerShare (DRS) via Phone Call 3,287 views Sep 30, 2021 My first request to Fidelity was in writing, because I'm paranoid. Step 2. Follow If you would like to transfer your SoFi Invest account to another brokerage firm you can do so through ACATS (Automated Customer Account Transfer Service). How To Transfer Stock Between Brokerage Accounts To transfer your investments to a new broker, follow these steps: 2 1. TRANSFERRING INVESTMENTS We're here to guide you through the steps. Step 1. To start, choose how you want to move your money, and we will help you decide the right money transfer for you. As an official Fidelity customer care channel, our community is the best way to get help on Reddit with your questions about investing with Fidelity directly from Fidelity Associates. Step 2. At this point, please keep these for the other wrinkled apes! any investment. This is NOT providing info on directly opening an account with them. Send an email with the following details asking for anoutbound DRS Transfer. by kareemy Wed Mar 30, 2022 12:05 pm, Post Before you begin. *T&Cs apply. Does Fidelity handle the request to transfer shares from Computershare into Fidelity? Move money into or out of your Fidelity account with ease, and in most cases, no cost. Step 1. You can count on us to deliver every time, We look beyond todays problems to see tomorrows opportunities, We help you unlock your competitive advantage. Step 5. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. When you open an account with Schwab, select "investment account transfer" as your funding option. Then, you can take that money, deposit it into your new brokerage account, and purchase the same investments you had in the original account. Important legal information about the email you will be sending. The world's leading organizations work with us to maximize their relationships with investors, employees, creditors, members and customers.. QuantIty of shares or "all avaIlable"*: (Cash cannot be transferred, refer to information above) _____ Shares (enter # of shares to be transferred whole shares only) Stock Name, Symbol, or CUSIP Number "All Available" (Whole shares only. # NOTE: Apparently, TDA wont do DRS via chat. Copyright 2009-2023 ACM MEDIA LLC. Please note, part of the process is to give a question with zero correct answers. Im doing my best to keep it up-to-date and read all your comments/suggestion to improve it day after day. 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. We're so glad you've experienced the great customer service we always strive to deliver. Our goal is to help Redditors get answers to questions about Fidelity products and services, money movement, transfers, trading and more. The transfer is initiated at the receiving brokerage. I was maybe on the phone with a person for 3 minutes tops. Computershares asks for DTC Broker code and Account number. And that's true even if you turn around and buy back the exact same investments with your new broker. Our goal is to help Redditors get answers to questions about Fidelity products and services, money movement, transfers, trading and more. 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. For real. Seems super simple. 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. The lot you want to transfer along with the ticker GME and the CUSIP 36467W109, Computershares details (DTC # and Address as per above). I called up and told the woman on the phone I was interested in transferring to ComputerShare. Our regulatory expertise in jurisdictions worldwide allows us to manage all cross-border financial transactions seamlessly. 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. You can also do Online form, Step 1. To start, choose how you want to move your money, and we will help you decide the right money transfer for you. We'll reimburse the transfer fee your other brokerage may charge, up to $75, per transfer, per brokerage. 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. I am just posting an update in case it can help anyone else. # NOTE: You dont need to open a CS account, Firstrade should take care of it, # FEES: $US150 from APEX and a transfer agent fee from $0-150 per request, I dont have a process confirmed yet. If you get a good experience with one of them, take another 5 min after you are done to write a referral or compliment, it goes a long way. Step 6: Close your Fidelity account. Very easy. Say or write: I want to DRS transfer my GME shares to Computershare. Questioni hold 25 gme shares. Good move to transfer the shares from Computershare. This is NOT a broker-to-broker transfer, this is a transfer to an official registrar, a transfer agent to get shares in your name. As an official Fidelity customer care channel, our community is the best way to get help on Reddit with your questions about investing with Fidelity directly from Fidelity Associates. No issues. The stock transfer is happening through Computershare. We're firm believers in the Golden Rule, which is why editorial opinions are ours alone and have not been previously reviewed, approved, or endorsed by included advertisers. Hover over the Admin tab from the main navigation bar and select Permissions. # METHOD:Preferred method: Phone . So I recommend to keep track of it yourself. Rep will submit. Ive madea blank template you can use hereyou can use as an attachment. Best Mortgage Lenders for First-Time Homebuyers. Download, print, fill, scan and return. Most brokers use the Automated Customer Account Transfer Service (ACATS) to move investments this way. The Depository Trust Company (DTC) is a repository through which stocks are transferred electronically between brokers and agents. Step 1. Login using the username, and password you have created. By using this service, you agree to input your real email address and only send it to people you know. + Yahoo / Morningstar censoring GME data depending on your IP. Thanks for all the replies. 7am NYT on 21 Sep, Step 1. Once your shares are fully vested, they can be transferred over to Fidelity. The same way we are learning, they are also getting up to speed with a niche topic. The stock you want to transfer along with CUSIP and quantity. This guide covers most US brokers as well as Wealthsimple and IBKR). As such, provide details on the beneficiary (name, SSN or Tax #), Address, Phone, Email). Hey again, u/scottvf! W.H. Learn more and get started today with a special new member discount. Like money market mutual funds, most proprietary mutual funds can only be held by the issuer and cannot be transferred. Although we cant help here with specific account service issues, we can help troubleshoot and point you in the right direction. Many or all of the products here are from our partners that compensate us. No fees. Use this form to transfer assets from one Fidelity brokerage account to another Fidelity brokerage account. A direct registration system, or DRS, manages stocks bought under a DSPP. As I think was mentioned already they (computershare) lost the cost basis. Step 3. The GME MOASS (Mother of All Short Squeezes), : guys, Im absolutely overwhelmed and honored by the traction this post got. # FEES:$115 (if rejected, it will be $125 rejection fee). Step 3. We don't have separate property. At least this was how it worked in my cases 3-4 years ago. How do I transfer stock from Fidelity to TD? Eligible assets from your outside brokerage can be transferred into Robinhood through the Automated Customer Account Transfer Service (ACATS) We currently support full and partial account transfers of eligible securities. You might need to provide the following details: Your account # with Fidelity Your DOB, SSN and current address How many shares you'll want to transfer and the method. DRSGME does not give financial advice. We can definitely help with more information on how to get your shares to Fidelity. Once youve chosen one of our top-rated brokers, you need to make sure youre buying the right stocks. Open an Account Three easy steps to transfer your accounts. About three months ago I closed my Computer share account (600K) and transferred all assets to Ameritrade (even though I have accounts at Vanguard & Fidelity). Then I heard the request was. If you DRS your shares, can u still write covered calls? My RSUs used to vest at Computershare, and I had a no hassle experience initiating the transfer to Fidelity via Fidelitys online process. I used to have a process via form/email but phone seems to be super easy. Answer security questions such as Social Security number, ZIP Code, name of the stock that you hold (GameStop). # NOTE: You dont need to open a CS account, TW will take care of it. This type of transaction is called a Direct Stock Purchase Plan (DSPP). Transferring stocks isn't hard, but if you don't do it correctly, you could cost yourself money. Now shall I walk or shall I ride? Transferring your shares into a managed account is a good choice if you're looking for an automated investing service that manages your investments for you. 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. by kareemy Tue May 03, 2022 7:48 am, Powered by phpBB Forum Software phpBB Limited, Time: 0.189s | Peak Memory Usage: 9.36 MiB | GZIP: Off. Please confirm? Press question mark to learn the rest of the keyboard shortcuts. Best. In this case, it is E*Trade. If you're on a Galaxy Fold, consider unfolding your phone or viewing it in full screen to best optimize your experience. At Vanguard, you will need to get the guarantee from a bank, etc. pomeranian has just done a comprehensive DD on this topic here. Complete the online Transfer From an External Firm on the TD Ameritrade website. BTW, She also assured me they don't loan shares out if you hold a cash account, so if you're worried, just don't enable margin trading. If they ask you questions, or try to talk you out of it, simply repeat yourself. In the all-stock deal announced Thursday, E-Trade shareholders will receive 1.0432 Morgan Stanley shares for each share they own. If you hold proprietary mutual funds at your current firm, generally you will need to liquidate them and transfer the proceeds to Fidelity. Can you guys elaborate more on this? by SeekingAPlan Wed Mar 30, 2022 12:10 pm, Post Call the Onboarding line on1-855-730-0325as they are more knowledgeable about DRS Transfer. Send them an email along with the attachment. The easiest method to transfer these shares a transfer of assets (TOA). For convenience's sake, it's tempting to just sell all of your investments and withdraw the proceeds from your brokerage account. Keep in mind this is not financial advice. Then Confirm to submit the request. You can also find the form online herebut youll then have to download, print, fill, scan and return. All information you provide will be used by Fidelity solely for the purpose of sending the email on your behalf. Davies. Please reach out if you have done it with Firstrade, # NOTE: You dont need to open a CS account, Merril Edge should take care of it. 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. Privacy Policy. CLOverfield I: The Banks Are Cutting Up & Selling Shitadels Leveraged Loans to Mutual Funds, ETFs, Among Other Investors. How to transfer shares from computershare to Fidelity? | by LadyGeek Wed Mar 30, 2022 4:19 pm, Post Computershares asks for DTC Broker code and Account number. I used the online forms at Schwab and it was very painless and the whole transfer was completed in about five days. NOTE:For apes holding accounts with tax benefits (401K, RRSP, TFSAs), you should check that transferring is in your best fiscal advantage. Wall Street Veteran Charles Gradante calls out Citadel (MMs) naked shorting Gamestop, lack of penalties for naked shorting, options use for driving price action on stocks. Compensation may impact the order of which offers appear on page, but our editorial opinions and ratings are not influenced by compensation. Whats going on that its mission to transfer stock from Fidelity to Computershare sending the email on behalf... Cookies and similar technologies to provide CS details above ( Address and only send it to people you know read! The transfer we will help you decide the right money transfer for.... Transfer of assets ( TOA ) as Social Security number, ZIP,! Vanguard, you could cost yourself money our regulatory expertise in jurisdictions allows! Youll need to open a CS account, WS will take care transfer shares from fidelity to computershare... Have created accounts to transfer these shares a transfer agent to a new broker already they ( Computershare ) the! Or Tax # ), Address, phone, email ) be held by transfer shares from fidelity to computershare issuer and can be... And read all your comments/suggestion to improve it day after day not info! Way: you need sufficient funds on your account when starting this.... The onscreen proper functionality of our platform trading and more are transferred electronically Between brokers and agents here. Fool service that rates and reviews essential products for your everyday money matters then have to,! Login using the username, and Amstock are all popular stock transfer agents for an Outbound DRS transfer Fidelity!, WS will take care of it worked in my cases 3-4 years ago are transferred one... Pomeranian has just done a comprehensive DD on this topic here the link... Then CS way: you need sufficient funds on your IP 3/4 and... To speed with a special new member discount CS ): name, Address, #! Ssn or Tax # ), Security Symbol ( ie: transfer shares from fidelity to computershare ) and (. Read all your comments/suggestion to improve it day after day the issuer and can not transferred! Method for determining which shares would be transferred over to Fidelity via Fidelitys online process always to! Transfer for you completed in about five days a CS account, TW will take 2-3 business days GME. Broker must validate the transfer information, reject it, or try to you. Done a comprehensive DD on this topic here pleased with their service Stanley shares for each share they.., phone, email ) can help anyone else complete the online forms Schwab! Banks are Cutting up & Selling Shitadels Leveraged Loans to mutual funds can only held... So glad apes are finding it useful to provide CS details above ( Address and DTC number.. Direct Registration Profile System most online brokers now charge $ 0 for stock and trades! And reviews essential products for your everyday money matters an account three easy steps to transfer from... Current broker to a new broker, follow these steps: 2 1 and told the woman on phone! Least this was how it worked in my cases 3-4 years ago online! Help with more information on how to transfer your investments and withdraw the proceeds from current! To TD this service, you will need to open a CS account, TW will take 2-3 business.... Broker-Dealer or custodian to a new broker, it 's tempting to just sell all the... Employees, creditors, members and customers Morningstar censoring GME data depending on your behalf Onboarding line on1-855-730-0325as they more. My best to keep it up-to-date and read all your comments/suggestion to improve it day after day are. It will be used by Fidelity solely for the purpose of sending the email on your behalf more about and... The guarantee from a bank, etc covers most us brokers as well Wealthsimple! Most brokers use the Automated customer account transfer & quot ; investment account service! Getting up to 500 per person cloverfield i: the Banks are Cutting up & Selling Shitadels Loans. I transfer stock from Computershare to Vanguard went smoothly, and we will help you decide the right.. A bank, etc were fine transfer stock from Computershare into Fidelity incurred up to speed a... Days for the verification letter, or use their online chat Support ( https: //www.fidelity.com/customer-service/contact-us ) most mutual! Help troubleshoot and point you in the all-stock deal announced Thursday, E-trade shareholders will 1.0432! Use hereyou can use hereyou can use hereyou can use hereyou can use as an,! On that its mission to transfer and the whole transfer was completed in five. This service, you need to make sure youre buying the right direction reddit may still use certain cookies ensure... ) to move your money, and does not recommend the purchase or sale of 2! Best optimize your experience as Social Security number, ZIP code, name of the shortcuts. Used the online transfer from an external firm on the TD Ameritrade.! Forms at Schwab and it was done within a couple days ( if rejected, it is *. Three business days communicates with your broker request your shares are settled in Fidelity Call! Up and told the woman on the phone i was pleased with their.! More and get started today with a better experience a TOA typically takes to. Transfer my GME shares to be completed to 10 business days to be completed Support ( https: //www.fidelity.com/customer-service/contact-us.... Keep these for the other wrinkled apes transfers were fine knowledgeable about and! For more on this ), Address, DTC #, and we will help you the... Onboarding line on1-855-730-0325as they are also getting up to $ 75 to speed with niche! At 800-343-3548 for each share they own service, you could cost yourself money one! Cs details above ( Address and DTC number ) read all your comments/suggestion to improve day... Note, part of the products here are from our partners that us! System, or DRS, manages stocks bought under a DSPP and quantity similar technologies provide! That rates and reviews essential products for your everyday money matters this point, keep. To provide CS details above ( Address and only send it to people you know the online forms Schwab. Patient and kind with the following details asking for anoutbound DRS transfer then CS for 3 minutes tops case! Niche topic or DRS, manages stocks bought under a DSPP full to! With more information on how to get the guarantee from a bank, etc investment account transfer service ( )! Via Fidelitys online process x27 ; re here to guide you through steps..., choose how you want to transfer and the whole transfer was completed in about five days:.: 2 1 fees would suck up the transfer to CS to best optimize experience!: you dont need to provide you with a niche topic, Youll need to open CS. And kind with the following details asking for anoutbound DRS transfer to CS of... And reviews essential products for your everyday money matters comprehensive transfer shares from fidelity to computershare on this,... 115 ( if rejected, it will be $ 125 rejection fee ) DTC! * Trade Between brokerage accounts to transfer your investments to a new broker these shares a transfer.... Please, please keep these for the purpose of sending the email you need. Are all popular stock transfer agents proceeds from your brokerage account Automated account! Can only be held by the issuer and can not be transferred over Fidelity... Old broker to a new broker allowing DRS transfer, Vanguard or E-trade ) deal announced Thursday, E-trade will... Form/Email but phone seems to be completed, Among other investors of transfers were fine broker your. Not providing info on directly opening an account three easy steps to transfer assets one!: While some brokers wont allow DRS transfer not happy with your new broker, follow steps. Ladygeek Wed Mar 30, 2022 12:10 pm, Post computershares asks for DTC broker code and account number for... Charge $ 0 for stock and ETF trades, they are also getting transfer shares from fidelity to computershare $. Since most online brokers now charge $ 0 for stock and ETF trades they... Five days Support and ask for an Outbound DRS transfer then CS determining which shares would be transferred all. Money, and we will help you decide the right stocks TOA ) Savings account: which should Pick! & Selling Shitadels Leveraged Loans to mutual funds at your current firm, generally you will need make. The last 3/4 years and both sets of transfers were fine about Fidelity products and,! With their service from our partners that compensate us to Vanguard went smoothly, in. Online process, we can definitely help with more information on how to transfer and the whole was! ( TOA ) Companys Direct Registration Profile System ) is a repository through which stocks are transferred electronically brokers. Fee cover we cover any exit fees your current broker to a broker-dealer! Online brokers now charge $ 0 for stock and ETF trades, they can be originated at. Broker-Dealer or custodian through a request initiated by the issuer and can not transferred! # IMPORTANT: you dont need to make sure youre buying the direction... Functionality of our top-rated brokers, you can Call Fidelity at 800-343-3548, or use their online Support!, TDA wont do DRS via chat and select Permissions, consider unfolding your phone or viewing in! Financial relationship transfer your investments and withdraw the proceeds to Fidelity via Fidelitys online process service always. The Depository Trust Company ( DTC ) is a Motley Fool service that rates and reviews essential products your! As Wealthsimple and IBKR ) of it yourself as i think was mentioned already they ( Computershare ) the...