I am the executor of an estate in which the shareholder is deceased. Signatures on stock transfer paperwork must be stamped with a Medallion Signature Guarantee by a qualified financial institution, such as a commercial bank, savings bank, savings and loan, US stockbroker and security dealer, or credit union that is participating is an approved Medallion Signature Guarantee Program. No issues, and their phone service was prompt. Fidelity does not charge a fee to transfer your shares out of your Fidelity account. I started a transfer from ComputerShare to Vanguard via Vanguard's website. Opinions and memes welcome. It went smoothly so I transferred my other Computershare holdings to a regular Fidelity brokerage account. Update your operating 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. This may trigger a Capital Gains tax liability, so please speak to a tax adviser before you sell. Fidelity is a comprehensive online brokerage that suits both rookies and experienced traders alike. Importantly, the account also puts some risky investments and investment strategies off limits, including options and margin trading. For these companies, registered shareholders can manage their own holdings directly using our online platform, Investor Center. Active Trader Pro is downloadable desktop platform. Other fees or charges unconnected with the transfer will not be reimbursed. The amount of your Cash Back payment will be determined by reference to the Total Transfer Value as set out in the table below. I called Vanguard on the phone regarding medallion signatures, because I couldn't find a local bank that could do them. 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. To claim the reimbursement of any account closure fees, documentary evidence of the closure fee levied will need to be provided to Fidelity, along with confirmation that a minimum of 10,000 has been invested with Fidelity within 6 months of incurring such closure fee. It wasn't particulary difficult. Number of no-transaction-fee mutual funds: 4 out of 5 stars, Tradable securities available: 4.5 out of 5 stars, Customer support options: 5 out of 5 stars. You must also remember that trading securities during the account transfer process will often complicate and derail the transfer. New comments cannot be posted and votes cannot be cast. Read more about what you can transfer and how it will work. So how do we make money? He has more than 10 years of agency, freelance, and in-house experience writing for financial institutions and coaching financial writers. Why Computershare Expertise We have decades of experience as a global financial record keeper for 16,000 private and public companies. But Fidelity also offers features that matter to stock traders, including strong trading platforms, zero trade commissions and a wide range of research offerings. Yes, I was one who only moved a small portion over (20%). If your shares are held in a stock brokerage account or by a bank, or other nominee, please contact your broker, bank or other nominee directly to update your stock account. Create an account to follow your favorite communities and start taking part in conversations. If your brokers customer service is so hard to catch, its time to comparison-shop. Frankly, if it's only $300, I would sell the holdings before the end of the year and move on. Subject to section 5, the Offer is available to anyone who completes a transfer of their assets from other providers to Fidelity Personal Investing. If you hold electronic share certificates with Equiniti, Computershare or Link Asset Services, you can transfer them into an Investment Account. When I had Vanguard pull the shares, the transfer got stuck somehow. If you later sell, or otherwise dispose of the stock, you will be subject to income tax on the full amount you receive from the sale, as the cost basis is zero (see Demutualization Cost Basis below). The following types of transfer will qualify for the Offer: 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. We believe that the Tax Opinion accurately reflected the position of the IRS at the time, and we have not been advised by the IRS of any change in its position. 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. 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. Perform a full comparison between Fidelity and each of the brokerage alternatives youre weighing. by abner kravitz Tue Apr 24, 2018 1:39 pm, Post If you want to sell you shares during MOASS, I would leave them in Fidelity. Pieces of history at this point. They preferred a newer one but whatever you could provide to prove ownership was acceptable. Welcome to GameStop, r/GME. Simply complete the corporate nominee transfer instruction form and send itto Fidelity International, PO Box 391, Tadworth, KT20 9FU. Press question mark to learn the rest of the keyboard shortcuts. Certificate of Deposit. How do I transfer the shares out of the deceased shareholders name? Reddit and its partners use cookies and similar technologies to provide you with a better experience. f. transfer of Junior SIPPs; Junior ISAs and Yes, Elevance Health's direct stock purchase and dividend reinvestment plan is sponsored and administered by Computershare. Please contact Shareholder Services at Computershare to provide notification and receive instructions on how to transfer the account. REP MUST HAVE MISSPOKE OR JUMBLED WORDS TO MAKE 3-5 SOUND LIKE 35 BUSINESS DAYS***. For general questions and concerns, please contact Elevance Health Shareholder Services at: Email: [email protected], By Mail to: Shareholder Services Department
Individuals. Mutual funds. Fidelity doesnt also provide access to the futures markets. 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 documents section . If your shares are held in a stock brokerage account or by a bank, or other nominee, please contact your broker, bank or other nominee directly for assistance. Account fees (annual, transfer, closing, inactivity), Number of no-transaction-fee mutual funds. This means that if a company gives earnings back to shareholders as a dividend, ComputerShare will take the money from the company and ensure it goes back to you. Any transferred assets will be subject to the applicable client terms for the product your assets have been transferred to. If you have concerns about not being able to sell a stock during the transfer process, you should consider selling it before initiating the transfer request. Purchase Elevance Health shares using a broker of your choice. No guarantees are made as to the accuracy of the information on this site or the appropriateness of any advice to your particular situation. We will hold them as cash within your account until you decide what you would like to invest in. We promote offers on a regular basis. Importantly, the account also puts some risky investments and investment strategies off limits, including options and margin trading. e. transfers which are linked to an adviser or intermediary; You may also contact Computershare directly at (866) 299-9628 with questions about our direct stock purchase and dividend reinvestment plan. This Cash Back Offer (the Offer) is available when you apply to transfer your pension(s), ISAs or other investment account assets between 1st November 2021 and midnight on the 28th February 2022. All financial products, shopping products and services are presented without warranty. If your shares are registered directly in your name with our transfer agent and registrar, Computershare, you may contact Computershare for assistance with your stock account. Your new broker will then review this list of assets and choose whether to accept the transfer. Right, the information I pulled from their wikipedia blurb is: Computershare Limited is an Australian stock transfer company that provides corporate trust, stock transfer and employee share plan services in a number of different countries. A place for theoretical discussions about business and stocks - specifically GameStop Stock ($GME). Purchase directly through our transfer agent, Computershare. ComputerShare also enables a dividend reinvesting plan (DRIP). 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. My recollections are that the transfers were quick and went smoothly. Technology I used a ME transfer form, attached the stock statements from Computershare, and gave it to the investment analyst at ME. 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. After validating the transfer request, your broker will send a list of the assets you hold to the receiving firm through ACATS. Highlights include advanced screeners using research and strategy-testing tools based on 10 years of historical data. The last day of the fiscal year is December 31. Exclusions, T&Cs apply. We are not in a position to advise you, and are not advising you on, or making any representation concerning, your tax basis in our common stock. Fidelity Youth Account: The Fidelity Youth Account is an investment account designed for teenagers (ages 13 to 17)**. Many or all of the products featured here are from our partners who compensate us. by mpnret Sat Sep 29, 2018 11:06 am, Post Heres what will happen if you request a transfer to us and you have shares that we dont offer: We will sell them and bring them across as cash. by hudson Fri Sep 28, 2018 6:08 pm, Post 1. Transfer from Computershare, Solium, Shareworks, AST Trust. All financial products, shopping products and services are presented without warranty. See below some useful details: GameStop Details: Ticker: GME CUSIP: 36467W109 Computershare details: Address: Computershare Trust Company, N.A. Computershare acts as transfer agent/registrar to a range of US companies. Click here for current and historical dividend information. Computershares asks for DTC Broker code and Account number. I don't recall having to get a medallion signature for Fidelity. I'm so proud of you goddamn apes. 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. 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. 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 you hold cash in the account that you are transferring to us, this will be moved across and held as cash in your Fidelity account. I just got off the phone with Fidelity to transfer more of my shares to Computershare. Both free for all customers. The minimum transfer value is 100 unless the transfer is from another provider and youre immediately going to start taking money from it, then the minimum is 50,000. If you transfer more than one product the Transfer Date will be the date when all the transfers have been completed. Please keep in mind that youll need to make a one-off payment or start a regular savings plan to open an account. Before opening an account, please read the Doing Business with Fidelity document which incorporates our client terms. You can use the app to schedule an appointment with your existing Fidelity advisor. 5. Having multiple ISAs can be complicated and costly. by buckkeeper Thu Mar 28, 2019 4:58 pm, Post 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. 1. Eligible Statutory Members who were in specific lines of business received shares or cash as of 11/2/2001 (the date of demutualization). Bringing them together means less stress and less paperwork. On 12/24/2012, WellPoint, Inc. (now known as Elevance Health, Inc. and formerly known as Anthem, Inc.) acquired Amerigroup Corporation (Amerigroup/ticker: AGP) in a cash-only transaction. Customer support options (includes how easy it is to find key details on the website). 3. Previously, he was the content manager for the luxury property management service InvitedHome and the section editor for the legal and finance desk of international marketing agency Brafton. *$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. And don't be embarrassed to ask them to repeat their name. 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. Those funds come from Fidelity and other mutual fund companies. Any transferred assets will be subject to the applicable client terms for the product your assets have been transferred to. by Iridium Mon Apr 23, 2018 7:01 pm, Post If you were a Statutory Member for more than one year, the proceeds will be treated as a long-term capital gain. (b) If available, Market Order, Day Limit Order, and Good-Til-Canceled (GTC) Limit Order sale requests received at www.computershare . We adhere to strict guidelines for editorial integrity. Exit and account closure fees reimbursement must be claimed within a 6 month period from date of transfer of the customers investments to Fidelity. Some investment choices, such as mutual funds, may require a minimum initial investment. Your destination broker might also have additional restrictions or fees not disclosed outright. 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. Tiers apply. Please contact Fidelitys retirement serviceto get an application form. The company offers ETF research from multiple providers and options strategy ideas from options analysis software LiveVol. His work has appeared in The Associated Press, The Washington Post, MSN, Yahoo Finance, MarketWatch, Newsday and TheStreet. Remember, some brokers will entice you with the incentive to offer a rebate of the transfer fee as a way of encouraging you to make the switch. Any other new investment will not qualify for the Offer. How do I transfer my stock, change the mailing address on my shareholder account, order a dividend check replacement or enroll in ACH direct deposit? After the forms have been completed, please mail the original documentation to Computershare for processing. Hi. Good move to transfer the shares from Computershare. 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. Prior to delivering your transfer paperwork to Computershare, you will need to obtain a Medallion Signature Guarantee stamp on your transfer paperwork, and this stamp may be acquired from a qualified financial institution. If youre looking for access to the futures markets, youll want to look at Benzingas list of recommended brokers who allow futures trading. Benzingas list of recommended brokers is a good place to start your search for Fidelity alternatives. Account Holder (You bought the shares or the shares have been previously transferred into your name.) You can initiate a transfer for eligible securities here. Each WellPoint Health Networks shareholder received $23.80 in cash and 1 share of WellPoint, Inc. (now known as Elevance Health, Inc.) stock for each share of WHN owned. Taxes will be due upon sale of the stock. How do I get added to Elevance Healths email distribution list? The Cash Back can be kept in your CMA for fee collection, withdrawn or moved into whichever Fidelity Personal Investing account you choose. Fidelity's broker-assisted trade fee is higher than we like to see, at $32.95. The merger of Trigon Healthcare, Inc. (Trigon/ticker: TGH) with and into AI Sub Acquisition Corp. (a subsidiary of Anthem) was on 7/31/2002. This always worked well. You can close your brokerage account at Fidelity after confirming that the stock transfer was successful. by an_asker Mon Apr 23, 2018 2:30 pm, Post NerdWallet Compare, Inc. 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