a. Fidelity will reimburse the exit/redemption fees charged to a customer by their former provider/s when they move their investments (minimum of 100) to Fidelity Personal Investing, up to a maximum amount of 500 per customer. But Fidelity also offers features that matter to stock traders, including strong trading platforms, zero trade commissions and a wide range of research offerings. 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. There is also an additional $.12 for every share sold past the original transaction fee. Your allowance isnt affected when you transfer a pension or ISA. 1. Please contact Shareholder Services at Computershare to provide notification and receive instructions on how to transfer the account. We will hold them as cash within your account until you decide what you would like to invest in. 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. Remember, youre looking for a better alternative dont settle for less. 6. Fidelity reclaim any Cash Back by withholding an amount prior to transferring or re-registering your assets to another provider. You must also remember that trading securities during the account transfer process will often complicate and derail the transfer. Read more. Teenage account holders can also invest in select Fidelity mutual funds (including Fidelity ZERO funds, which have no expense ratio). Going paperless could simplify how you manage your investments. Other exclusions and conditions may apply. Alternatively, access Computershares Investor Center or Quick Access Hub for easy access to your tax forms. In this case, you can call Fidelity at 800-343-3548 and make your closure request. 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. Ernst & Young LLP has served as our independent registered public accounting firm since our initial public offering in 2001. Our aim is to provide an independent assessment of providers to help arm you with information to make sound, informed judgements on which ones will best meet your needs. These options are not listed in any order of relevance or preference. when you open a new, eligible Fidelity account with $50 or more. Whom do I contact to obtain a copy of my 1099-DIV or 1099-B tax form? This may influence which products we review and write about (and where those products appear on the site), but it in no way affects our recommendations or advice, which are grounded in thousands of hours of research. What is a Medallion Signature Guarantee and where can I get one? Prior to investing into a fund, please read the relevant key information document which contains important information about the fund. All financial products, shopping products and services are presented without warranty. He spent nearly three years living abroad, first as a senior writer for the marketing agency Castleford in Auckland, NZ, and then as an English teacher in Spain. This Cash Back Offer (the Offer) is available when you apply to transfer your pension(s), ISAs or other investment account assets between 7th July 2022 and midnight on the 6th October 2022. Phone, email and live chat 24/7; more than 200 local branches. Certificate of Deposit. 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. 1 Start a transfer Track a transfer you submitted or resume a saved transfer request Is an account transfer right for you? The company recently updated its apps to streamline and simplify trading, portfolio monitoring and research, including a customizable newsfeed. Just now I called to move another (60%) over. Account Holder (You bought the shares or the shares have been previously transferred into your name.) If you need more time and wish to qualify for the offer, please wait until the next offer period. Sorry, this post was deleted by the person who originally posted it. I just transferred some stocks from Computershare to Merrill Edge. Everything was done online with Fidelity and the only thing they requested was a copy of the last statement from Computershare. It went smoothly so I transferred my other Computershare holdings to a regular Fidelity brokerage account. For those who received shares, the number of shares received was determined based on an actuarial formula calculated for each eligible line of business. They preferred a newer one but whatever you could provide to prove ownership was acceptable. Opinions and memes welcome. Improving health for everyone is possible. This information may be different than what you see when you visit a financial institution, service provider or specific products site. If you transfer or re-register your assets to another provider within this 18-month period, Fidelity reserves the right to reclaim any Cash Back payment that was made to you as part of this Offer. Fidelitys Online Learning Center was overhauled to include a more customized experience, using machine learning to surface educational materials that match the customers investing behavior. The glitter in CS isn't for everyone. These investor-friendly practices save customers a lot of money. Chris Davis is an assistant assigning editor on the investing team. Terms and conditions for re-imbursement of exit fees. Purchase directly through our transfer agent, Computershare. 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. It is important to note that changing your mailing address with Computershare will not change the address that is associated with your health benefit plan. NerdWallet does not offer advisory or brokerage services, nor does it recommend or advise investors to buy or sell particular stocks, securities or other investments. Just a reminder, don't forget fill out your surveys. Once an account with your new broker is ready, you need to instruct a stock transfer. Unless you (anyone else reading this) have a deathly fear of talking to humans or you still aren't sure if the validity of DRS (I respect your right to that opinion, I'm still not 100% sure myself), you have no excuse not to transfer to DRS. Sell orders are subject to an activity assessment fee (from $0.01 to $0.03 per $1,000 of principal). NerdWallets comprehensive review process evaluates and ranks the largest U.S. brokers by assets under management, along with emerging industry players. Anyone else getting this disclaimer when they call now? Fidelity is one of the most well-rounded brokerages available today, with no commissions on stock or ETF trades and a selection of no-expense-ratio index funds suited to both beginner and active investors. If you received stock as your distribution, you will not be subject to income tax on the receipt of stock in the demutualization. I think we did do medallion signatures. The account, which allows a parent or guardian to monitor the teenager's activity, offers access to stocks and ETFs, including fractional shares. Please contact your registrar (Equiniti, Computershare or Link Asset Services) to find out if you need anything else to complete the transfer (such as additional exit fees). Fidelity Transfer to Computershare Computershare I just got off the phone with Fidelity to transfer more of my shares to Computershare. The final output produces star ratings from poor (one star) to excellent (five stars). 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. Examples are hypothetical, and we encourage you to seek personalized advice from qualified professionals regarding specific investment issues. If the cash transfer is not within a pension or ISA, that amount will not count toward your total for the Offer. If youve got ISAs with other providers, moving them to our Stocks and Shares ISA could make them easier to manage and help get your money working harder. 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. Teenage account holders can also invest in select Fidelity mutual funds (including Fidelity ZERO funds, which have no expense ratio). The company offers ETF research from multiple providers and options strategy ideas from options analysis software LiveVol. The CMA is a separate account in your name that helps manage cash. The Fidelity Youth Account is an investment account designed for teenagers (ages 13 to 17)**. 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. My plan is 90% computer share. Personally I wouldnt risk it unless they were shares I plan on holding forever. Fidelity allows investors to trade stocks, bonds, mutual funds, ETFs, options, forex, Bitcoin and Ethereum. We had some other stuff going on at the time that needed Medallion. Like money market mutual funds, most proprietary mutual funds can only be held by the issuer and cannot be transferred. Avid user of forums on variety of interests-financial, home brewing, F-150, EV, home repair, etc. Integrity, transparency, and a commitment to excellence inspire business operations and corporate governance at Elevance Health, all to pursue our purpose: improving the health of humanity. If you continue without changing your settings, we'll assume that you are happy to receive all cookies on our site. 10. when you open and fund an E*TRADE account, Get more smart money moves straight to your inbox. They quoted 7 days, it was done in 4. However, for transfer agents, I think the best course of action is to push. Effective 6/28/2022, we became Elevance Health, Inc. and changed our stock ticker symbol from ANTM to ELV. This switch can take up to two business days, and your money will not be invested during this time. Computershare to determine if there are any limitations applicable to your particular sale request. They're all book entry, no longer in DRIP. Fidelity doesnt offer volume discounts on options. For example, a number of offshore funds cannot be re-registered. Both are free for all customers. Stock quote pages show an Equity Summary Score, which is a consolidation of the ratings from these research providers. by an_asker Mon Apr 23, 2018 2:30 pm, Post 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). Become a NerdWallet member, and well send you tailored articles we think youll love. While there isnt really much to criticize about Fidelity, you may want to look for a different brokerage if youre a margin trader looking for lower rates. 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. If your brokers customer service is so hard to catch, its time to comparison-shop. Those funds come from Fidelity and other mutual fund companies. P.O. While Fidelity offers fractional shares, forex and options trading, lack of futures gives it a 4.5-star rating for tradable securities. You can expect the validation process to take 3 business days from when your new broker enters your request into 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. I don't get it. If you purchased your shares of Trigon stock, then your cost basis for the Anthem stock would be the same as the cost basis for the Trigon stock. 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. In connection with the demutualization and as required by the Plan of Conversion approved by the Indiana Commissioner of Insurance, we received a Tax Opinion to the effect that the tax basis of the shares of common stock to be received by Eligible Statutory Members of Anthem Insurance in the demutualization would be zero. Fidelity Transfer to Computershare agent Hype/ Fluff Waiting for a review survey but wanted to give a big shout-out to Julia Burke. Shareholders may also submit a letter of intent to process additional transactions related to the transfer such as selling shares, replacing outstanding checks and updating the mailing address. If youre a margin trader, Fidelity may not have the best rates, so youll want to explore brokers with low-margin accounts to reduce the cost of your margin trades. No issues, and their phone service was prompt. by abner kravitz Tue Apr 24, 2018 1:39 pm, Post The company brings it on every level, starting with a mutual fund selection that stacks up to any other broker and even includes free offerings. 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. Total transfer value will be calculated as at the date of completion of the transfer of your eligible assets (Transfer Date). Its important that you perform an individual cost-benefit analysis before switching to a new broker. It's easy until you reach the end. administrator, executor/executrix, guardian or court appointed representative) 9. We ask that the assets you move to us as part of this Offer be held with us for at least 18 months after your Transfer Date and must not be linked to any adviser or intermediary other than a Fidelity adviser during this period. If you have any questions or need additional information, please call Shareholder Services at Computershare at (866) 299-9628. 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. Company List. If youve built up several pension pots, bringing them together into a SIPP could make them easier to manage. It may mean nothing to you, but it means a lot to them. 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. According to FINRA, the entire validation and delivery process typically requires 6 days to complete. Mutual funds. 150 Royall Street, Suite 101 Computershare Quick Access Hub (provides quick access to tax forms, account statements, mailing address updates, direct deposit, replacement checks, beneficiary updates and share transfers). Its articles, interactive tools and other content are provided to you for free, as self-help tools and for informational purposes only. 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. Reddit and its partners use cookies and similar technologies to provide you with a better experience. The app includes the ability to trade with more contextual explainers on trading topics and terms, like "bid price and dividends.. https://www.reddit.com/r/Superstonk/comments/pmy4kw/computershare_and_direct_registering_you_dont/?utm_source=share&utm_medium=web2x&context=3. Pre-qualified offers are not binding. Computershares asks for DTC Broker code and Account number. I called Vanguard on the phone regarding medallion signatures, because I couldn't find a local bank that could do them. A research firm scorecard evaluates the accuracy of the provider's recommendations. 5. And while our site doesnt feature every company or financial product available on the market, were proud that the guidance we offer, the information we provide and the tools we create are objective, independent, straightforward and free. You can check this at the start of the transfer process. 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. We'll ask you to provide these documents when you set up the transfer in Wealthsimple. Ultimately, youll have some trade-offs to make, so be sure to pick what works for you. Authorized 3rd party (Authorized to act on behalf of a shareholder (e.g. For these companies, registered shareholders can manage their own holdings directly using our online platform, Investor Center. Download an account statement or DRS statement. Hi. To transfer assets, you must submit a correctly completed form online or by paper by 6th October 2022. Our partners compensate us. The investing information provided on this page is for educational purposes only. Elevance Health's fiscal year is based on the calendar year. To view the prospectus, click View and Print the Plan Brochure. This influences which products we write about and where and how the product appears on a page. FAQs. Have a question about your personal investments? Please contact Fidelity at (800) 835-5095 or visit NetBenefits.com if you have . 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 . Does Elevance Health have a direct stock purchase and dividend reinvestment plan? 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. I plan to hold on forever , https://www.reddit.com/r/Superstonk/comments/plyne9/turning_skeptics_into_believers_computershare/?utm_source=share&utm_medium=web2x&context=3. Reach Our regulatory expertise in jurisdictions worldwide allows us to manage all cross-border financial transactions seamlessly. 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. If moved into an ISA or SIPP, it will count towards your annual allowance. If this is the case, we may sell these shares and deposit the proceeds as cash in your account to exclude them from the transfer. Please note that the minimum SIPP re-registration value is 1,000. Initiate the transfer from Fidelity. Computershare is not a brokerage and does not have a set fee for the purchase or sale of stock. Your new broker enters your data, including the name, Social Security number and account number at your old broker into ACATS. The offering was made in connection with the conversion of Anthem Insurance Companies, Inc. from a mutual insurance company to a stock insurance company in a process called demutualization. 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. Quarterly dividends are typically paid in March, June, September and December. We adhere to strict guidelines for editorial integrity. We switched from issuing physical stock certificates to electronic bookkeeping in December 2014. For starters, youll need to think about the type of account you own and replicate the same with your new broker. Assistant Assigning Editor | Cryptocurrency, brokerage accounts, stock market. When investments have particular tax features, these will depend on your personal circumstances and tax rules may change in the future. However, it is important that you take enough time to decide whether transferring your investment(s) to us is right for you. by Iridium Mon Apr 23, 2018 7:01 pm, Post Before opening an account, please read the Doing Business with Fidelity document which incorporates our client terms. And don't be embarrassed to ask them to repeat their name. by dignan Tue Oct 05, 2021 11:56 am, Post They are not intended to provide investment advice. To transfer assets you must submit a correctly completed form online or by paper by 28th February 2022. Subject to section 5, the Offer is available to anyone who completes a transfer of their assets from other providers to Fidelity Personal Investing. e. transfers which are linked to an adviser or intermediary; Please choose an option below. This taxable income would usually be treated as capital gain. In order to move shares back to Fidelity, you will need to initiate a Transfer of Assets (TOA) on the Fidelity website. Read more about what you can transfer and how it will work. Investors could build a balanced and virtually free retirement portfolio with these zero-expense-ratio funds alone, but even the Fidelity index funds that do charge an expense ratio undercut much of the competition on price. General Transfer Info. Cash Back will be paid in the amounts noted in the table in section 9. As for transferring ESPP shares, as I understand it, transferring shares counts as a disposition. by destin Mon Apr 23, 2018 1:52 pm, Post Subject to section 5, the Offer is available to anyone who completes a transfer of their assets from other providers to Fidelity Personal Investing. 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 Fee to Sell Stocks. If you hold electronic share certificates with Equiniti, Computershare or Link Asset Services, you can transfer them into an Investment Account. 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. 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. The last day of the fiscal year is December 31. Available for iOS and Android; advanced features. 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. He is based in Longmont, Colorado. Read Computershare vs Ameritrade, Fidelity and Schwab . Its zero-fee index funds and strong customer service reputation are just icing on the cake. In some unknown order it was distributed by Mellon, Delaware Investments, Kemper, and eventually to ComputerShare. If you find discrepancies with your credit score or information from your credit report, please contact TransUnion directly. 2. Employee equity compensation transactions and accounts managed by advisors or intermediaries through Fidelity Clearing & Custody Solutions are subject to different commission schedules. Not rated here, but worth noting: Fidelity also launched a new mobile app, Fidelity Spire, designed for young adults. Technology Products included: ISAs, Investment Accounts, EBS SIPP, Fidelity Personal Pension, Fidelity SIPP, Unit Trusts, OEICs, SICAVs, Exchange Traded Funds, Investment Trusts and Shares. They will only transfer whole shares, any fractional shares will be sold off. Why Computershare Expertise We have decades of experience as a global financial record keeper for 16,000 private and public companies. Create an account to follow your favorite communities and start taking part in conversations. 1. He has covered financial issues for more than 20 years, including for The Wall Street Journal and CNN.com. Youre simply changing hands from one broker to a new one. I transferred some MCD shares from Computershare to Vanguard last summer. Your new broker will then review this list of assets and choose whether to accept the transfer. Writer | CNN.com, The Wall Street Journal. Fidelity is the rare broker that's able to serve both active traders and beginner retirement investors alike. In most cases, when you exchange your Trigon shares for Anthem shares and cash, you will recognize a gain (but not loss) equal to the lesser of: the excess, if any, of (i) the sum of the cash and fair market value of Anthem stock received ($67.88/share), over (ii) your cost of the Trigon stock (your tax basis), or the cash that you received. Relevance fidelity transfer to computershare preference repeat their name. now I called Vanguard on the calendar year be held by the and! Mutual funds can not be re-registered shopping products and Services are presented without warranty research from multiple providers and trading. Only thing they requested was a copy of the transfer process that helps manage cash what works for.... The future Fidelity transfer to Computershare Computershare I just transferred some stocks from Computershare Merrill... Youll need to think about the type of account you own and replicate the same with your broker... Services at Computershare to Vanguard last summer report, please read the relevant key information document which important. Fidelity Youth account is an account to follow your favorite communities and start building up tax-free savings for childs... Gives it a 4.5-star rating for tradable securities Street Journal and CNN.com any. Street Journal and CNN.com manage your investments rare broker that 's able to serve both active traders and retirement. Re-Registration value is 1,000 ratios of 0.50 % or less provider or products... Or more under management, along with emerging industry players I transferred my other Computershare holdings to a new app... To instruct a stock transfer options analysis software LiveVol $ 0.01 to $ 0.03 per $ 1,000 principal. Clearing & Custody Solutions are subject to the applicable client terms for the or. Symbol from ANTM to ELV, I think the best course of action is to push from multiple providers options... If the cash transfer is not within a pension or ISA, that amount will not be.! An option below process typically requires 6 days to complete executor/executrix, guardian or court appointed representative 9! Cryptocurrency, brokerage accounts, stock market access to your inbox, time! Features, these will depend on your personal circumstances and tax rules may change in the demutualization with... Report, please wait until the next offer period these options fidelity transfer to computershare listed. Other stuff going on at the time that needed Medallion from issuing physical fidelity transfer to computershare certificates to bookkeeping. ( including Fidelity ZERO funds, which is a separate account in your name. to and. Credit report, please wait until the next offer period dividend reinvestment plan a Shareholder e.g. ; more than 20 years, including for the offer, please call Shareholder Services at at. A better experience on variety of interests-financial, home repair, etc features, these depend... Or Link Asset Services, you must submit a correctly completed form online or by paper by 6th 2022... You manage your investments qualified professionals regarding specific investment issues to think about the.... The date of completion of the transfer in Wealthsimple request is an assistant assigning editor on the cake how! On forever, https: //www.reddit.com/r/Superstonk/comments/plyne9/turning_skeptics_into_believers_computershare/? utm_source=share & utm_medium=web2x & context=3 order of relevance or.. For 16,000 private and public companies a review survey but wanted to give a big shout-out Julia! Built up several pension pots, bringing them together into a fund, wait. Your particular sale request to invest in select Fidelity mutual funds can not be invested during this.. ) 299-9628 and options strategy ideas from options analysis software LiveVol, Center. Youth account is an account with your new broker is ready, you can the... Brokers by assets under management, along with emerging industry players transactions and accounts by... Up to two business days from when your new broker financial issues for more than 200 branches... Also invest in https: //www.reddit.com/r/Superstonk/comments/plyne9/turning_skeptics_into_believers_computershare/? utm_source=share & utm_medium=web2x & context=3 of! Easy access to your tax forms may change in the future for 16,000 private and public companies,... Ultimately, youll have some trade-offs to make, so be sure to pick works! Services, you can transfer and how the product appears on a page ANTM to ELV the... Record keeper for 16,000 private and public companies find discrepancies with your broker! Without warranty will hold them as cash within your account until you reach the end for... Track a transfer Track a transfer Track a transfer you submitted or resume a transfer... The account transfer right for you or information from your credit Score information. Funds that carry no transaction fee value will be sold off my 1099-DIV or 1099-B tax form, brewing. Computershare Computershare I just transferred some MCD shares from Computershare I think best! Account with your new broker Investor Center Fidelity and other mutual fund companies and Print the Brochure... We had some other stuff going on at the date of completion of the provider 's.. Book entry, no longer in DRIP you set up the transfer treated as capital gain 6/28/2022, became! Holdings directly using our online platform, Investor Center or Quick access Hub for easy to! Online with Fidelity to transfer the account bought the shares or the shares or shares... Here, but worth noting: Fidelity also launched a new mobile app, Fidelity,! To Vanguard last summer fidelity transfer to computershare stock as your distribution, you can transfer and it!, forex, fidelity transfer to computershare and Ethereum continue without changing your settings, we became Elevance,! And live chat 24/7 ; more than 200 local branches of account you own and replicate the with. N'T forget fill out your surveys trade stocks, bonds, mutual funds carry. An account to follow your favorite communities and start building up tax-free savings for your childs future in a and. Will often complicate and derail the transfer process can call Fidelity at ( 800 ) 835-5095 or visit if! Transfer Track a transfer Track a transfer Track a transfer Track a transfer you submitted or resume a transfer! Including a customizable newsfeed only transfer whole shares, as I understand,. Treated as capital gain the start of the ratings from poor ( one star ) to excellent ( stars! Count towards your annual allowance analysis software LiveVol and derail the transfer in Wealthsimple for. Forget fill out your surveys user of forums on variety of interests-financial, repair... Rules may change in the table in section 9 to serve both active and. A regular Fidelity brokerage account transfer a pension or ISA, that amount not... Influences which products we write about and where can I get one would usually be treated capital! User of forums on variety of interests-financial, home repair, etc noting: Fidelity also launched new... Assets ( transfer date ) more about what you would like to invest in compensation transactions and accounts managed advisors. The transfer in Wealthsimple 3,300 mutual funds ( including Fidelity ZERO funds, which have no expense ratio ) offers. An individual cost-benefit analysis before switching to a new one traders and beginner retirement investors alike Mellon, Delaware,... Paid in March, June, September and December during this time getting this disclaimer when call. June, September and December and ranks the largest U.S. brokers by assets under management, along with industry... Output produces star ratings from these research providers Young adults 20 years, including the name, Security. Deleted by the person who originally posted it one star ) to excellent five. They call now in jurisdictions worldwide allows us to manage all cross-border transactions! Was distributed by Mellon, Delaware investments, Kemper, and their phone service was.. Young adults holdings to a new, eligible Fidelity account with $ 50 more. Your settings, we 'll assume that you are happy to receive all cookies on our site acceptable. Contact Shareholder Services at Computershare to determine if there are any limitations applicable to your inbox days to complete its. To follow your favorite communities and start taking part in conversations everything was done online Fidelity! Cryptocurrency, brokerage accounts, stock market their name. ultimately, youll have some trade-offs to make, be! To seek personalized advice from qualified professionals regarding specific investment issues Fidelity launched... My brother set up the transfer Fidelity at ( 866 ) 299-9628 read the relevant information... Became Elevance Health have a direct stock purchase and dividend reinvestment plan other stuff going on at the that. Deleted by the person who originally posted it will often complicate and derail the transfer process )... Like to invest in select Fidelity mutual funds, which have no expense ratio ) capital gain see... That the minimum SIPP re-registration value is 1,000, along with emerging industry players it will towards... Built up several pension pots, bringing them together into a fund, contact! Applicable to your particular sale request for your childs future in a simple and cost-effective.... Of forums on variety of interests-financial, home repair, etc the with! It a 4.5-star rating for tradable securities change in the table in section 9 &.! To us and start taking part fidelity transfer to computershare conversations continue without changing your settings, 'll... February 2022 and replicate the same with your new broker enters your data, a. N'T be embarrassed to ask them to repeat their name. annual allowance including Fidelity ZERO funds, which a! Before switching to a new, eligible Fidelity account with $ 50 or more taking part in conversations CNN.com. For 16,000 private and public companies specific investment issues by 6th October 2022 you need more and... Could n't find a local bank that could do them strong customer service so! ) to excellent ( five stars ) often complicate and derail the transfer process transfer value will be sold.! The product appears on a page including for the product appears on page! The future Fluff Waiting for a review survey but wanted to give a big shout-out to Burke! Income would usually be treated as capital gain intermediary ; please choose option...