Fidelity doesnt also provide access to the futures markets. Good move to transfer the shares from Computershare. As for transferring ESPP shares, as I understand it, transferring shares counts as a disposition. 7. Its important to understand that pension transfers are a complex area and may not be suitable for everyone. Please choose an option below. Just a reminder, don't forget fill out your surveys. At Fidelity, the local office will give the guarantee and send the forms to Computershare. I started a transfer from ComputerShare to Vanguard via Vanguard's website. Do your research, explore your options and assess the implications of performing the transfer. Box 43078 We can only transfer cash in sterling (GBP) to your Fidelity account. Please contact Shareholder Services at Computershare to provide notification and receive instructions on how to transfer the account. Transfer your junior ISAs over to us and start building up tax-free savings for your childs future in a simple and cost-effective way. For more details, please contact Human Resources or E*TRADE at (800) 838-0908. Remember, youre looking for a better alternative dont settle for less. 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 ). Your new broker enters your data, including the name, Social Security number and account number at your old broker into ACATS. Fidelity offers $0 trading commissions, a selection of more than 3,300 no-transaction-fee mutual funds and top-notch research tools and mobile platform. I think we did do medallion signatures. Your computers operating system is out of date. They had apparently decided that the certificate had been lost or stolen because they hadn't heard from us for so long (not sure why we would have contacted them), so they were going to make it hard. Sell orders are subject to an activity assessment fee (from $0.01 to $0.03 per $1,000 of principal). Even tho I was her one hundred thousand billionth person calling in for DRS transfer, she was still kind, understanding, and more than willing to spend some extra time on the call to answer my questions. The signature(s) below on this Transfer Request form must correspond exactly with the name(s) as Having investments spread across multiple companies can be time consuming and costly. We can't think of an investor who won't be well-served by Fidelity. by Ernest74 Tue Nov 16, 2021 7:40 am, Post For more details about the categories considered when rating brokers and our process, *$0.00 commission applies to online U.S. equity trades and Exchange-Traded Funds (ETFs) in a Fidelity retail account only for Fidelity Brokerage Services LLC retail clients. Shareholders may receive, without charge, a copy of our Annual Report on Form 10-K, including consolidated financial statements, as filed with the SEC (which is our Annual Report to Shareholders). Our opinions are our own. On 5/18/2022, Anthem, Inc. shareholders voted and approved an amendment to our Articles of Incorporation to change our company name from Anthem, Inc. to Elevance Health, Inc. Just got off the phone with Fidelity myself. Transfer Agent vs Broker Summary When is Elevance Health's fiscal year end? I have transferred many securities over the years especially back when trading individual stocks so I can understand the hassle and anxiety. This offer is not open to those that transfer via an adviser or intermediary. If the cash transfer is not within a pension or ISA, that amount will not count toward your total for the Offer. by Earl Lemongrab Fri Sep 28, 2018 8:23 pm, Post FOREX. 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. c/o Computershare Trust Company, N.A. Importantly, the account also puts some risky investments and investment strategies off limits, including options and margin trading. I did not get involved or have any communications with CS. It may or may not be easy to sell during MOASS on Computershare, but their website disclaimer says trades can take a day and have a limit of up to 1 mil I believe. Fidelity.com and Active Trader Pro. You can close your brokerage account at Fidelity after confirming that the stock transfer was successful. The transfer request is validated once the customer account information matches. 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. ComputerShare, as a transfer agent, also acts on behalf of dividend-issuing companies. For a discussion of the tax implications of the exchange, please read the Joint Proxy Statement/Prospectus section entitled "Material United States Federal Income Tax Consequences of the Merger." Sorry, this post was deleted by the person who originally posted it. and mail the forms yourself. 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. by an_asker Mon Apr 23, 2018 2:30 pm, Post We switched from issuing physical stock certificates to electronic bookkeeping in December 2014. Subject to section 5, the Offer is available to anyone who completes a transfer of their assets from other providers to Fidelity Personal Investing. We will not reclaim any Cash Back from assets within a SIPP, other pension or ISA. per trade for online U.S. stocks and ETFs, per share; as low as $0.0005 with volume discounts. Over the years I have transferred shares from CS to Schwab. A re-registration does not count as a disposal for capital gains tax purposes, even if we switch your investment into a different share class. Other exclusions and conditions may apply. *$0.00 commission applies to online U.S. equity trades and Exchange-Traded Funds (ETFs) in a Fidelity retail account only for Fidelity Brokerage Services LLC retail clients. If you have questions about the direct stock purchase and dividend reinvestment plan, please contact Computershare at (866) 299-9628. Please remember that past performance is not necessarily a guide to future performance, the performance of investments is not guaranteed, and the value of your investments can go down as well as up, so you may get back less than you invest. 10. For most shareholders, when you exchange your WellPoint Health Networks shares for WellPoint, Inc. shares and cash, you will have taxable income equal to the lesser of cash received or gain on WellPoint Health Networks shares. How do I transfer the shares out of the deceased shareholders name? NerdWallet, Inc. is an independent publisher and comparison service, not an investment advisor. Computershare acts as transfer agent/registrar to a range of US companies. NerdWallet strives to keep its information accurate and up to date. 9. by dignan Tue Oct 05, 2021 11:56 am, Post Your holding period or acquisition date is the start date of your policy and your sell date is November 2, 2001. It is considered a long-term capital gain if you were a policyholder for more than one year on 11/2/2001, and a short-term capital gain if you were a policyholder for less than one year on 11/2/2001. More precisely, Fidelity shares are owned by Cede, which is closely related to the DTCC, but there is apparently some liability protection around Cede. A Community for topics directly related to GameStop. At Vanguard, you will need to get the guarantee from a bank, etc. His work has appeared in The Associated Press, The Washington Post, MSN, Yahoo Finance, MarketWatch, Newsday and TheStreet. Transfer from Computershare, Solium, Shareworks, AST Trust. Glad I finally got it done even though I'm only an X hodler. Cash transfer within ISAs and pension products If you transfer in cash within ISAs and pensions, the provider you are transferring from will sell your investments and send the proceeds directly to us. Those funds come from Fidelity and other mutual fund companies. Available for iOS and Android; advanced features. My previous transfer didn't take anything close to that. Initial Public Offering - October 2001, Purchase directly through our transfer agent, Computershare. NerdWallets comprehensive review process evaluates and ranks the largest U.S. brokers by assets under management, along with emerging industry players. by FunnelCakeBob Sat Sep 29, 2018 3:28 pm, Post Your new broker can provide this form. Personally I wouldnt risk it unless they were shares I plan on holding forever. by jadedfalcons Fri Sep 28, 2018 9:48 pm, Post 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. The company also allows traders to purchase fractional shares, which gives investors an option to diversify into higher-cost stocks by purchasing a slice of a share rather than the full amount. Other exclusions and conditions may apply. Options trades are commission-free, but they still carry a contract charge, which is $0.65. The company offers ETF research from multiple providers and options strategy ideas from options analysis software LiveVol. Exit and account closure fees reimbursement must be claimed within a 6 month period from date of transfer of the customers investments to Fidelity. 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. Simply complete the corporate nominee transfer instruction form and send itto Fidelity International, PO Box 391, Tadworth, KT20 9FU. Indianapolis, IN 46204. And don't be embarrassed to ask them to repeat their name. 3. Computershare is not a brokerage and does not have a set fee for the purchase or sale of stock. If you currently own a margin account, youll need to open a similar account with your new broker. Any other new investment will not qualify for the Offer. I used a ME transfer form, attached the stock statements from Computershare, and gave it to the investment analyst at ME. New York Stock Exchange (NYSE), Elevance Health, Inc. common stock is traded under the CUSIP: 036752103. To initiate the transfer of securities from one broker-dealer to another, youll need to complete the Transfer Initiation Form (TIF) and send it to your new broker. For instance, if you hold a margin account, you need to ascertain that your new broker accepts margin accounts. Assistant Assigning Editor | Cryptocurrency, brokerage accounts, stock market. For more details about the categories considered when rating brokers and our process, read our full methodology. Press J to jump to the feed. What got my attention was that he told me the transfer would take up to 35 business days to complete. Computershare Quick Access Hub (provides quick access to tax forms, account statements, mailing address updates, direct deposit, replacement checks, beneficiary updates and share transfers). If youre looking for access to the futures markets, youll want to look at Benzingas list of recommended brokers who allow futures trading. Yes, I was one who only moved a small portion over (20%). Cash Back will be paid in the amounts noted in the table in section 9. Call was painless and customer service rep didn't bat an eye or give me any questions about the request. You cant transfer assets from a leveraged account into a cash account. by destin Thu Apr 26, 2018 1:18 pm, Post I am also trying to transfer some securities from Eq shareowneronline which is similar to Computershare and the broker I want to transfer to is also telling me it will come with a 115 fee. Fidelity is strong here, with stock research from more than 25 third-party providers, including Zacks Investment Research, Morningstar and Moody's Investment Service. If they ask you questions, or try to talk you out of it, simply repeat yourself. 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. Tax treatment depends on individual circumstances and all tax rules may change in the future. The most common way of moving securities between brokers is through the Automated Customer Account Transfer Service (ACATS). 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. The ME form did not require a Medallion Signature Guarantee because the transfer was from one account type to the same account type (individual to individual; joint to joint). With full access to U.S. stock and options markets, a wide selection of fee-free funds and. All thats required of you is to instruct a stock transfer. This information may be different than what you see when you visit a financial institution, service provider or specific products site. NerdWallet does not and cannot guarantee the accuracy or applicability of any information in regard to your individual circumstances. Frequently Asked Questions - Please select a category from the list box below to display FAQs. Its always a good idea to discuss, review and understand any specific policies, restrictions or constraints that may impact the transfer. Your new broker will then review this list of assets and choose whether to accept the transfer. by Newaygo Wed Dec 29, 2021 9:42 pm, Post If you find discrepancies with your credit score or information from your credit report, please contact TransUnion directly. Some brokers wont advertise the offer but will avail it upon request. We will hold them as cash within your account until you decide what you would like to invest in. The Medallion Signature Guarantee provides the transfer agent assurance that the person signing a transfer form is authorized to do so. Fidelity is required by the US to have a new W-8BEN form even if you submitted a form with your previous provider. If a Participant prefers to sell shares through his/her broker, a request for transfer of book-entry shares, or the issuance of a stock certificate, must be made to Computershare by telephone or in writing. After performing some due diligence and confirming your decision as the right one, its time to open an account with your new broker. There are also transaction fees for any direct sales made through the system. 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. Have a question about your personal investments? Fidelity is a comprehensive online brokerage that suits both rookies and experienced traders alike. See page 14 for contact information. Everything was done online with Fidelity and the only thing they requested was a copy of the last statement from Computershare. Computershare Quick Access Hub (provides quick access to tax forms). Investor Center. Customer support options (includes how easy it is to find key details on the website). You are best served if you dont execute any trades during the transfer process. Create an account to follow your favorite communities and start taking part in conversations. Be sure to check the commissions and fees charged by your destination broker. Better late than never, eh? Fidelity has two trading platforms, Fidelity.com and Active Trader Pro. Once the account holder reaches 18, the account will be a standard brokerage account. Step 1: Review your alternative broker options. Do your homework beforehand to understand all your options and avoid unpleasant surprises thereafter. Technology The normal advice on this forum is to pull shares when you transfer brokers. However, you can change the cookie settings and view our cookie policyat any time. If it does, check for any minimum requirements. Sign up here to receive investor alerts, press releases and other investor information. It was in the name of our family limited liability limited partnership, and I'm the managing partner. If you have US stocks, you'll need to complete a new W-8BEN formwithin two weeks of the date you submitted the transfer instruction. Those funds come from Fidelity and other mutual fund. Cash Back payments will be paid to your Cash Management Account (CMA) within 90 days following closure of the Offer (6th October 2022). Fidelity does not charge a fee to transfer your shares out of your Fidelity account. The Joint Proxy Statement/Prospectus was mailed to shareholders on or about May 20, 2004. f. transfer of Junior SIPPs; Junior ISAs and 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 are an Elevance Health associate, you also have the option to invest in the Elevance Health Stock Fund through your 401(K) Plan which is administered by Fidelity. We suggest that you consult your personal tax advisor as to the tax basis of shares received in the demutualization. If you find discrepancies with your credit score or information from your credit report, please contact TransUnion directly. I understand that fidelity is a broker. If youre building a nest egg for a childs future, as well as planning your own retirement, bringing all accounts under one roof could help you plan your familys collective future more effectively. Circling back to this thread. If you hold proprietary mutual funds at your current firm, generally you will need to liquidate them and transfer the proceeds to Fidelity. **The Fidelity Youth Account can only be opened by a parent/guardian. I transferred some MCD shares from Computershare to Vanguard last summer. Read Computershare vs Ameritrade, Fidelity and Schwab . This pulls them out of the DTCCs pile. Please review the plan prospectus for a comprehensive description of the plan's terms and features. Whether the gain is long term or short term is determined using the date that the WellPoint Health Networks shares were acquired as the acquisition date. Remember, you wont be able to access money invested in a SIPP until the age of 55 (57 from 2028). This offer is not open to those that transfer via an adviser or intermediary. Muted-Translator5915 If you want to sell you shares during MOASS, I would leave them in Fidelity. Any transferred assets will be subject to the applicable client terms for the product your assets have been transferred to. X and xx holders are the glue holding this rocket together my brother. The Cash Back can be kept in your CMA for fee collection, withdrawn or moved into whichever Fidelity Personal Investing account you choose. The Offer will also not apply to assets that are currently held in a product/account provided or administered by any company within Fidelitys group of companies which are transferred to another provider and then moved to Fidelity Personal Investing. Inquire about the reimbursement from customer service for your destination broker before initiating the transfer. The CMA is a separate account in your name that helps manage cash. If you are an Elevance Health associate, you can purchase shares through our Employee Stock Purchase Plan which is administered by E*TRADE. Note: A Direct Registration Statement (DRS) allows us to set up a transfer directly with our back office - here is an example. The minimum transfer value is 1,000 unless the transfer is from another provider and youre immediately going to start taking money from it, then the minimum is 50,000. a. transfers of assets held in a product/account provided or administered by any company within Fidelitys group of companies including, without limitation, transfers from the EBS SIPP and the Fidelity Personal Pension, or FundsNetwork SIPP, provided by Standard Life; Has anybody run into the same sort of fees scenario? They said the transfer would then take about four weeks. We can re-register your investments if the same investments are available through our Investment Platform, and they are able to be re-registered*. Both free for all customers. Eligible Statutory Members who were in specific lines of business received shares or cash as of 11/2/2001 (the date of demutualization). None of this is financial advice. Post 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. One thing that struck me was when she mentioned in passing how y'all are so kind and patient with her and others in Fidelity's customer service. when you open a new, eligible Fidelity account with $50 or more. by FunnelCakeBob Fri Sep 28, 2018 8:16 pm, Post The last day of the fiscal year is December 31. by moehoward Mon Apr 23, 2018 4:10 pm, Post Any GME holder is still a hodler no matter the count of your "x". a. Cash Back payments will be paid to your Cash Management Account (CMA) within 90 days following closure of the Offer (28th February 2022). Yes, Elevance Health's direct stock purchase and dividend reinvestment plan is sponsored and administered by Computershare. Not rated here, but worth noting: Fidelity also launched a new mobile app, Fidelity Spire, designed for young adults. To prevent any unauthorized transfers, your broker will reject transfer requests where some information provided by your new broker doesnt match what it holds in its records. In this case, youll need to prepare your portfolio for an account transfer. Account Holder (You bought the shares or the shares have been previously transferred into your name.) On 11/30/2004, WellPoint Health Networks Inc. (WellPoint Health Networks/ticker: WHN) merged with and into Anthem Holding Corp. and the company name changed to WellPoint, Inc. (ticker: WLP). Step 1. I just transferred some stocks from Computershare to Merrill Edge. It has a convenient website where customers can login and check transactions, holdings, balances, and other information. Products included: ISAs, Investment Accounts, EBS SIPP, Fidelity Personal Pension, Fidelity SIPP, Unit Trusts, OEICs, SICAVs, Exchange Traded Funds, Investment Trusts and Shares. NerdWallet's ratings are determined by our editorial team. I don't get it. 220 Virginia Avenue My call lasted 12 minutes and only because I kept needing her to repeat stuff as well as get my transaction number AS WELL AS asking her questions. Manage your share portfolio, update your details, access tax forms, view balances and more. Authorized 3rd party (Authorized to act on behalf of a shareholder (e.g. The final output produces star ratings from poor (one star) to excellent (five stars). Fidelity allows investors to trade stocks, bonds, mutual funds, ETFs, options, forex, Bitcoin and Ethereum. Pre-qualified offers are not binding. In this case, you can call Fidelity at 800-343-3548 and make your closure request. On 12/28/2005, the closing price of WellChoice was $79.07 and the closing of WellPoint, Inc. common stock was $78.81. Disclaimer: NerdWallet strives to keep its information accurate and up to date. Benzingas list of recommended brokers is a good place to start your search for Fidelity alternatives. 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. 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. Fidelitys highly rated app includes real-time quotes, multi-leg options trading, a consolidated version of the companys research offerings, and a notebook where you can save ideas and articles from your mobile browser. 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. When I had the transfer agent push the shares, it was a piece of cake and happened quite easily. Our partners compensate us. Super easy. Pieces of history at this point. Terms and conditions for re-imbursement of exit fees. Research supports our commitment to innovation and our pursuit of moving health forward. Fidelity handled it all. 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. https://www.reddit.com/r/Superstonk/comments/pmy4kw/computershare_and_direct_registering_you_dont/?utm_source=share&utm_medium=web2x&context=3. Why Computershare Expertise We have decades of experience as a global financial record keeper for 16,000 private and public companies. 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. Commission-free stock, ETF and options trades. Fidelitys higher margin rates could be pushing you away, but another brokers high trading commissions could just be as detrimental to your investing goals. They kept throwing more obstacles in my way, to the point that I was almost convinced I would have to just give up. When investments have particular tax features, these will depend on your personal circumstances and tax rules may change in the future. Vanguard told me they weren't needed for Computershare. General Transfer Info. Their website is a mess but if you make it through, it works. While lack of those features would not dissuade most retirement investors, they are options that active stock traders would like to have in their investing toolkit. Purchase Elevance Health shares using a broker of your choice. Press J to jump to the feed. Our estimates are based on past market performance, and past performance is not a guarantee of future performance. Our star rating here is based on how iOS and Android users score the broker's mobile apps. If the receiving broker accepts the account, the delivering broker will take about 3 business days to move your assets. The app includes the ability to trade with more contextual explainers on trading topics and terms, like "bid price and dividends.. And don't forget to get the name of everyone you talk to long enough. Download an account statement or DRS statement. The account, which allows a parent or guardian to monitor the teenager's activity, offers access to stocks and ETFs, including fractional shares. Read the latest press releases and news from Elevance Health, where we strive to elevate whole health and advance health beyond healthcare. fidelity shares are owned by DTCC and CS puts your shares in YOUR name. Went with Fidelity. I'll throw a couple in there then. We will walk you through the process one step at a time. How can I find out about Elevance Healths dividend history? Importantly, the account also puts some risky investments and investment strategies off limits, including options and margin trading. To find out what else you should consider before transferring, please read ourFidelity SIPP Transfer Factsheet. The scoring formula for online brokers and robo-advisors takes into account over 15 factors, including account fees and minimums, investment choices, customer support and mobile app capabilities. 4. administrator, executor/executrix, guardian or court appointed representative) Multiple providers and options markets, youll need to get the guarantee and send the forms Computershare... Stocks so I can understand the hassle and anxiety stocks from Computershare the request for... Margin account, youll need to prepare your portfolio for an account with new... Directly through our investment platform, and other investor information to ask them to repeat name! 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( the date of demutualization ) limited partnership, and I 'm only an X hodler convenient website where can! Broker into ACATS shares have been transferred to the list box below to display FAQs I wouldnt it! Margin account, youll need to open a new mobile app, Fidelity,... Dividend reinvestment plan is sponsored and administered by Computershare to instruct a stock transfer was successful involved! Financial institution, service provider or specific products site AST Trust bookkeeping in December 2014 instruct a stock transfer,! As the right one, its time to open a similar account your., which is $ 0.65 many securities over the years especially Back trading... //Www.Fidelity.Com/Customer-Service/Contact-Us ), its time fidelity transfer to computershare open an account transfer Sat Sep 29 2018. The investment analyst at me October 2001, purchase directly through our transfer agent, also acts behalf... 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Comprehensive review process evaluates and ranks the largest U.S. brokers by assets under management, with! A simple and cost-effective way per $ 1,000 of principal ) Health beyond.... N'T take anything close to that or the shares out of your choice sell you shares during,. Limited partnership, and other information future in a simple and fidelity transfer to computershare.... Not charge a fee to transfer your junior ISAs over to US and start building tax-free. Analyst at me told me they were n't needed for Computershare of 11/2/2001 ( the date of transfer of customers. No-Transaction-Fee mutual funds and top-notch research tools and mobile platform month period from date transfer... They said the transfer to Fidelity shares received in the amounts noted in the Associated press the..., as a global financial record keeper for 16,000 private and Public companies after confirming that stock... Transfer service ( ACATS ) complex area and may not be suitable for everyone new mobile app, Spire!