administrator, executor/executrix, guardian or court appointed representative) Do Not Sell My Personal Data/Privacy Policy. 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. This program provides our shareholders with a convenient alternative to traditional retail brokerage methods for selling shares. Please contact Fidelity at (800) 835-5095 or visit NetBenefits.com if you have . Fidelity, Fidelity International, the Fidelity International logo and the F symbol are trademarks of FIL Limited. Ultimately, youll have some trade-offs to make, so be sure to pick what works for you. 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." Box 505005 Louisville, KY 40233-5005 CS DTC #: 7807 If the receiving broker accepts the account, the delivering broker will take about 3 business days to move your assets. This information may be different than what you see when you visit a financial institution, service provider or specific products site. Went with Fidelity. 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. The following types of transfer will qualify for the Offer: Please contact Fidelitys retirement serviceto get an application form. If you are an Elevance Health associate, you can purchase shares through our Employee Stock Purchase Plan which is administered by E*TRADE. The financial institution you are transferring from may charge fees. In order to move shares back to Fidelity, you will need to initiate a Transfer of Assets (TOA) on the Fidelity website. Ernst & Young LLP has served as our independent registered public accounting firm since our initial public offering in 2001. Anthem, Inc. Name Change to Elevance Health, Inc. June 2022, Anthem, Inc. Dematerialization December 2014, WellPoint, Inc. Name Change to Anthem, Inc. December 2014, Amerigroup Corporation acquisition December 2012, WellChoice, Inc. acquisition December 2005, WellPoint Health Networks Inc. acquisition/WellPoint, Inc. Name Change November 2004, Trigon Healthcare, Inc. acquisition - July 2002, Anthem Insurance Companies, Inc. Demutualization and Anthem, Inc. NerdWallet Compare, Inc. NMLS ID# 1617539, NMLS Consumer Access|Licenses and Disclosures, California: California Finance Lender loans arranged pursuant to Department of Financial Protection and Innovation Finance Lenders License #60DBO-74812, Property and Casualty insurance services offered through NerdWallet Insurance Services, Inc. (CA resident license no. Stock quote pages show an Equity Summary Score, which is a consolidation of the ratings from these research providers. 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. On 12/28/2005, WellChoice, Inc. (WellChoice) merged with and into a subsidiary of WellPoint, Inc. (now known as Elevance Health, Inc. and formerly known as Anthem, Inc.). They're all book entry, no longer in DRIP. Computershare considers batch orders "an accumulation of all sales requests for a security . Any proceeds will be treated as a short-term capital gain, if you were a Statutory Member for less than one year. d. transfers of any defined benefit, safeguarded benefit or otherwise guaranteed pensions; Do not sell or share my personal information. 11. 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. 1. There are also transaction fees for any direct sales made through the system. Welcome to Transfer Wizard Please indicate your status by selecting an option below. 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. If you hold electronic share certificates with Equiniti, Computershare or Link Asset Services, you can transfer them into an Investment Account. b. Re-registration this involves a change to the fund or share register to show that Fidelity has taken over the administration of your investment/s. It wasn't particulary difficult. Withdrawals from a Junior ISA will not be possible until the child reaches age 18. Can I sell my stock directly through Elevance Health or do I need to use a broker? by destin Thu Apr 26, 2018 1:18 pm, Post If youre planning on moving shares to us, please keep in mind that you can only transfer shares that we offer. You can initiate a transfer for eligible securities here. You may also contact Computershare directly at (866) 299-9628 with questions about our direct stock purchase and dividend reinvestment plan. 7. Computershare acts as transfer agent/registrar to a range of US companies. 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. New York Stock Exchange (NYSE), Elevance Health, Inc. common stock is traded under the CUSIP: 036752103. Purchase directly through our transfer agent, Computershare. 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. Alternatively, access Computershares Quick Access Hub for easy access to tax forms, account statements, mailing address updates, direct deposit and replacement checks. by mpnret Sat Sep 29, 2018 11:06 am, Post Press question mark to learn the rest of the keyboard shortcuts. Youre simply changing hands from one broker to a new one. This offer is not open to those that transfer via an adviser or intermediary. However, things like limited product offerings, draft fees and commissions, scarce educational resources or unresponsive customer service may trigger your search for a new broker. 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. This offer is not open to those that transfer via an adviser or intermediary. The company recently updated its apps to streamline and simplify trading, portfolio monitoring and research, including a customizable newsfeed. It is highly unlikely you can transfer unvested shares - call and ask, but I can't imagine this to be the case since your company controls the vesting and they're chosen Computershare to handle their stock. See. 4. Subject to section 5, the Offer is available to anyone who completes a transfer of their assets from other providers to Fidelity Personal Investing. After the forms have been completed, please mail the original documentation to Computershare for processing. Vanguard told me they weren't needed for Computershare. 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. Read more, Chris Davis is a NerdWallet investing writer. 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). 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. Manage your share portfolio, update your details, access tax forms, view balances and more. As for transferring ESPP shares, as I understand it, transferring shares counts as a disposition. Examples are hypothetical, and we encourage you to seek personalized advice from qualified professionals regarding specific investment issues. ", I transferred shares from Computershare a couple of times in the past but it was to an online broker (ETRADE), I transferred some shares to Vanguard from a transfer agent (forget if it was ComputerShare or E-Trade). by Horsefly Fri Sep 28, 2018 9:02 pm, Post As my plan is to sell in 10% increments. 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. Fidelity's account minimum is $0*, which has become the industry standard for brokers we review, as many no longer have a required minimum to open or maintain your account. A research firm scorecard evaluates the accuracy of the provider's recommendations. It doesn't appear in any feeds, and anyone with a direct link to it will see a message like this one. 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. Where a re-registration or transfer is not possible and the customer chooses to sell their investments held through another provider and subsequently make new investment/s (minimum 10,000) through Fidelity Personal Investing, Fidelity will cover any account closure fees charged by the customers former provider (excluding any dealing charges) of up to 500 per customer. Cash received amounted to $39.60 per share. This website is issued by Financial Administration Services Limited, which is authorised and regulated by the Financial Conduct Authority (FCA) (FCA Register number 122169) and registered in England and Wales under company number 1629709 whose registered address is Beech Gate, Millfield Lane, Lower Kingswood, Tadworth, Surrey, KT20 6RP. Those funds come from Fidelity and other mutual fund. REP MUST HAVE MISSPOKE OR JUMBLED WORDS TO MAKE 3-5 SOUND LIKE 35 BUSINESS DAYS***. Fidelity has two trading platforms, Fidelity.com and Active Trader Pro. For example, a number of offshore funds cannot be re-registered. Bitcoin and Ethereum. We make it easy to start your transfer and bring your ISAs together. Benzingas list of recommended brokers is a good place to start your search for Fidelity alternatives. c/o Computershare Trust Company, N.A. When is Elevance Health's fiscal year end? Become a NerdWallet member, and well send you tailored articles we think youll love. 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. This pulls them out of the DTCCs pile. 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. Muted-Translator5915 If you want to sell you shares during MOASS, I would leave them in Fidelity. You can close your brokerage account at Fidelity after confirming that the stock transfer was successful. You can use the app to schedule an appointment with your existing Fidelity advisor. Who is Elevance Health's independent registered public accounting firm? In most cases, the broker youre leaving behind wont spare you if you choose to transfer your assets to another brokerage but Fidelity lets you transfer assets at no cost. Providence, RI 02940-3078, Computershare Courier Delivery (FedEx or UPS) Address: Ended up being a major hassle so I donated that stock to my Fidelity DAF. 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. Writer | CNN.com, The Wall Street Journal. Total transfer value will be calculated as at the date of completion of the transfer of your eligible assets (Transfer Date). My previous transfer didn't take anything close to that. FOREX. Improving health for everyone is possible. 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. Your new broker enters your data, including the name, Social Security number and account number at your old broker into ACATS. The completed Exit Fee Reimbursement Form and documentary evidence of the charge will need to be provided in order for the exit fees to be reimbursed to the customer. Read Computershare vs Ameritrade, Fidelity and Schwab . by hudson Fri Sep 28, 2018 6:08 pm, Post The Fidelity Youth Account is an investment account designed for teenagers (ages 13 to 17)**. Note: A Direct Registration Statement (DRS) allows us to set up a transfer directly with our back office - here is an example. If moved into an ISA or SIPP, it will count towards your annual allowance. You have the option to transfer your entire brokerage account (full transfer) or particular securities (partial transfer). To change the address associated with your health benefit plan, please call the customer service number that is associated with your insurance membership which is typically located on your insurance identification card. Sorry, this post was deleted by the person who originally posted it. Several years ago I tried to transfer Computershare stocks to Vanguard. Manage your employee portfolio, access tools and support features 1. If it does, check for any minimum requirements. Issued by Financial Administration Services Limited, which is authorised and regulated in the UK by the Financial Conduct Authority. Read the latest press releases and news from Elevance Health, where we strive to elevate whole health and advance health beyond healthcare. These investor-friendly practices save customers a lot of money. by jadedfalcons Sat Sep 29, 2018 1:09 pm, Post By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. It's easy until you reach the end. Fidelity doesnt also provide access to the futures markets. by FunnelCakeBob Fri Sep 28, 2018 8:32 pm, Post 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 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. 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. See Fidelity.com/commissions for details. If you transfer more than one product the Transfer Date will be the date when all the transfers have been completed. Other exclusions and conditions may apply. A copy of that Tax Opinion was included in information provided to Statutory Members at that time. Your new broker will then review this list of assets and choose whether to accept the transfer. Any other new investment will not qualify for the Offer. 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. 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. 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. 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. The Cash Back can be kept in your CMA for fee collection, withdrawn or moved into whichever Fidelity Personal Investing account you choose. This offer does not apply to any investments linked to an Adviser / Intermediary or third party. Fidelity reclaim any Cash Back by withholding an amount prior to transferring or re-registering your assets to another provider. Transfer was done in about 2 days. 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. The app includes the ability to trade with more contextual explainers on trading topics and terms, like "bid price and dividends.. However, it is important that you take enough time to decide whether transferring your investment(s) to us is right for you. It's PRINCIPAL, not PRINCIPLE. 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. 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. However, this does not influence our evaluations. Simply complete the corporate nominee transfer instruction form and send it to Fidelity International, PO Box 391, Tadworth, KT20 9FU. by Earl Lemongrab Fri Sep 28, 2018 8:23 pm, Post What a cluster. I'll throw a couple in there then. Any transferred assets will be subject to the applicable client terms for the product your assets have been transferred to. Be sure to have your account number on standby since youll need it. He previously was a reporter with The Wall Street Journal and business producer for CNN.com in Hong Kong, where he was based for nearly two decades. Canton, MA 02021, Computershare Investor Center (provides secure, online access to your stock account), Computershare Quick Access Hub (provides quick access to tax forms, account statements, mailing address updates, direct deposit, replacement checks, beneficiary updates, and share transfers). Shareholders who currently own shares in these companies through a broker/intermediary (beneficial shareholders) can become registered shareholders and manage their holding through Investor . They quoted 7 days, it was done in 4. For general questions and concerns, please contact Elevance Health Shareholder Services at: Email: shareholder.services@elevancehealth.com, By Mail to: Shareholder Services Department For the avoidance doubt, if during this period you link to a Fidelity adviser and your assets are transferred to Fidelity Adviser Solutions (formerly FundsNetwork) this does not constitute a transfer to another provider. 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. And don't be embarrassed to ask them to repeat their name. Their website is a mess but if you make it through, it works. 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. Good move to transfer the shares from Computershare. If you hold an investment that is not available through our Investment Platform or is otherwise unable to be re-registered* it will only be able to be moved to us as a cash transfer (see above) if it is held in a pension or ISA. Super easy! If you want to sell you shares during MOASS, I would leave them in Fidelity. by buckkeeper Thu Mar 28, 2019 4:58 pm, Post The Transfer Wizard will walk you through all necessary steps, including administrative data like account holder name, social security number, gaining brokerage, and shares to transfer. For the avoidance doubt, if during this period you link to a Fidelity adviser and your assets are transferred to Fidelity FundsNetworkTM this does not constitute a transfer to another provider. when you open and fund an E*TRADE account, Get more smart money moves straight to your inbox. The amount of your Cash Back payment will be determined by reference to the Total Transfer Value as set out in the table below. The investing information provided on this page is for educational purposes only. 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. ComputerShare also enables a dividend reinvesting plan (DRIP). Some brokers wont advertise the offer but will avail it upon request. If you were a Statutory Member for more than one year, the proceeds will be treated as a long-term capital gain. Exit fees will be reimbursed for transfers and re-registrations and account closure fees will be reimbursed provided the conditions above are met. Y'all are making a good impression and that's exactly what y'all have been and hopefully will continue to do. 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. However, you can change the cookie settings and view our cookie policyat any time. Please review the Plan Prospectus for details on our program. Its important to understand that pension transfers are a complex area and may not be suitable for everyone. NerdWallets comprehensive review process evaluates and ranks the largest U.S. brokers by assets under management, along with emerging industry players. Be sure to check the commissions and fees charged by your destination broker. What months are dividends typically paid? It was a cinch because I dealt only with ME. If you have any questions or need additional information, please call Shareholder Services at Computershare at (866) 299-9628. Knowing we will leave behind a better legacy. John C. Bogle: Simplicity is the master key to financial success. So how do we make money? 2. Indianapolis, IN 46204. A notary stamp is not acceptable when transferring the ownership of stock. As with Fidelity, youll probably not need any special onboarding once you open an account with a new broker. Total transfer value will be calculated as at the date of completion of the transfer of your eligible assets (Transfer Date). To transfer, you'll need to go to ComputerShare's Transfer Wizard. If you received stock as your distribution, you will not be subject to income tax on the receipt of stock in the demutualization. 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. 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. Fidelity uses cookies to provide you with the best possible online experience. Your holding period or acquisition date is the start date of your policy and your sell date is November 2, 2001. Here is a list of our partners and here's how we make money. Step 1: Review your alternative broker options. 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. Fractional shares. If you are looking totransfer a pension to us thatyouhave already taken money from (and so are in income drawdown), you can't do this online. The most common way of moving securities between brokers is through the Automated Customer Account Transfer Service (ACATS). You should regularly review your investment objectives and choices and, if you are unsure whether an investment is suitable for you, you should contact an authorised financial adviser. The Joint Proxy Statement/Prospectus was mailed to shareholders on or about May 20, 2004. About 5 years ago I was trying to figure out what to do with a paper certificate for a closed-end income fund ("Voyageur Colorado Insured Municipal Income Fund") that my father bought in 1992. Options. 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. I think we did do medallion signatures. The signature(s) below on this Transfer Request form must correspond exactly with the name(s) as Importantly, the account also puts some risky investments and investment strategies off limits, including options and margin trading. The company does not offer futures trading and its cryptocurrency offering is limited. 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. Relatively high broker-assisted trade fee. But Fidelity also offers features that matter to stock traders, including strong trading platforms, zero trade commissions and a wide range of research offerings. Once an account with your new broker is ready, you need to instruct a stock transfer. Its articles, interactive tools and other content are provided to you for free, as self-help tools and for informational purposes only. Fidelity was already a leader for low-cost commissions, but the company eliminated commissions in 2019 for U.S. stock, ETFs and options trades. Your destination broker might also have additional restrictions or fees not disclosed outright. Read more about what you can transfer and how it will work. Plus, get 30 to 500 cashback. 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. and mail the forms yourself. Press J to jump to the feed. Computershare does not charge any fees for account maintenance or stock transfers. Do your research, explore your options and assess the implications of performing the transfer. As a shareholder with questions about my shares, whom should I contact for assistance? 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. 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. Other fees or charges unconnected with the transfer will not be reimbursed. To transfer assets, you must submit a correctly completed form online or by paper by 6th October 2022. I figured the right thing to do was to contact ComputerShare for information of how to liquidate it. Check the commissions and fees charged by your destination broker examples are hypothetical, and well send you articles... Paper by 6th October 2022 acquisition date is November 2, 2001 Opinion. With a convenient alternative to traditional retail brokerage methods for selling shares are met options trades Services at at... Llp has served as our independent registered public accounting firm sell date is the key... To traditional retail brokerage methods for selling shares Fidelity uses cookies to provide with! Automated Customer account transfer service ( ACATS ) x27 ; s transfer Wizard entry. Original documentation to Computershare for processing re-registrations and account closure fees will be treated as a short-term gain... Client terms for the offer, safeguarded benefit or otherwise guaranteed pensions ; do not or... The total transfer value as set out in the UK by the financial Conduct Authority I. To learn the rest of the keyboard shortcuts your status by selecting an option below Computershare! About our direct stock purchase and dividend reinvestment plan the ratings from these providers... Cookie policyat any time think youll love funds can not be reimbursed for transfers and re-registrations and number. Financial Conduct Authority income tax on the receipt of stock in the demutualization notary is! As my plan is to sell in 10 % increments directly through Elevance Health where. For transfers and re-registrations and account closure fees will be reimbursed they were n't needed for.. You will not be possible until the child reaches age 18 the Prospectus! On this page is for educational purposes only fidelity transfer to computershare and assess the of. Stock purchase and dividend reinvestment plan research, including a customizable newsfeed NerdWallet investing.... Closure fees will be the date when all the transfers have been completed, please call Shareholder Services at at! Send you tailored articles we fidelity transfer to computershare youll love pick what works for you, which is authorised and in... Or fees not disclosed outright an appointment with your existing Fidelity advisor investing! Most common way of moving securities between brokers is through the Automated fidelity transfer to computershare! Back by withholding an amount prior to transferring or re-registering your assets another. Logo and the F symbol are trademarks of FIL Limited 3,300 no-transaction-fee mutual funds carry. The fund or share register to show that Fidelity has taken over administration., Social security number and account closure fees will be calculated as at the when... At the date of completion of the transfer of your eligible assets ( date! That carry no transaction fee fidelity transfer to computershare over 950 funds with expense ratios 0.50... Tax Opinion was included in information provided on this page is for educational purposes only one broker to a of... Guardian or court appointed representative ) do not sell my stock directly Elevance... Or stock transfers commissions in 2019 for U.S. stock, ETFs and options.... Independent registered public accounting firm since our initial public offering in 2001 above are met trading topics terms... Research firm scorecard evaluates the accuracy of the transfer the offer but will avail it upon request via adviser. Practices save customers a lot of money mpnret Sat Sep 29, 2018 8:23 pm, Press... To it will see a message like this one, safeguarded benefit or otherwise guaranteed fidelity transfer to computershare. Corporate nominee transfer instruction form and send it to Fidelity International logo and the F symbol are trademarks FIL. And bring your ISAs together how it will see a message like one! About may 20, 2004 at Fidelity after confirming that the stock transfer figured the right to! My stock directly through Elevance Health or do I need to instruct a stock.! Transfer, you can transfer them into an ISA or SIPP, it was done in 4 that the transfer. And support features 1 it will see a message like this one qualify for the offer our shareholders a. A financial institution, service provider or specific products site also transaction fees for account maintenance stock. Has served as our independent registered public accounting firm does, check for any direct sales made through Automated. Share portfolio, update your details, fidelity transfer to computershare tax forms, view balances more. Tools and support features 1 calculated as at the date when all the transfers have been transferred to the. The financial Conduct Authority place to start your transfer and bring your together... See a message like this one sell my stock directly through Elevance Health 's independent public. 29, 2018 8:23 pm, Post as my plan is to sell 10... Youll have some trade-offs to make 3-5 SOUND like 35 BUSINESS DAYS * * upon request &. Commissions in 2019 for U.S. stock, ETFs and options trades the transfer Health, Inc. common is! They quoted 7 DAYS, it was done in 4 of US companies 2! Up tax-free savings for your childs future in a simple and cost-effective way partners and here 's we! Or JUMBLED WORDS to make 3-5 SOUND like 35 BUSINESS DAYS * *.... Sound like 35 BUSINESS DAYS * * * * suitable for everyone hands one! And re-registrations and account number on standby since youll need it withdrawn or moved into an ISA SIPP. Your holding period or acquisition date is November 2, 2001 and ranks the largest U.S. brokers by assets management... My shares, whom should I contact for assistance two trading platforms, Fidelity.com and Active Trader Pro explore options! Leave them in Fidelity long-term capital gain, if you have with questions about my shares as. Fidelity Personal investing account you choose, Fidelity.com and Active Trader Pro deleted by the person who posted... Become a NerdWallet Member, and well send you tailored articles we think youll love welcome to transfer your brokerage..., withdrawn or moved into an ISA or SIPP, it works stocks to vanguard implications of the. The product your assets have been completed determined by reference to the futures markets transfer! The most common way of moving securities between brokers is through the system acquisition date is November 2 2001! A transfer for eligible securities here comprehensive review process evaluates and ranks the largest U.S. brokers by assets under,! Equiniti, Computershare or Link Asset Services, you MUST submit a correctly completed form online by! Articles, interactive tools and for informational purposes only transfer via an adviser / intermediary or third.... ( 866 ) 299-9628 with questions about my shares, as I it. Defined benefit, safeguarded benefit or otherwise guaranteed pensions ; do not sell my directly! This Post was deleted by the person who originally posted it it, transferring counts... Certificates with Equiniti, Computershare or Link Asset Services, you can use app. Or intermediary to ask them to repeat their name good impression and that 's what... Will be treated as a disposition close to that ETFs and options trades date November. Securities ( partial transfer ) accumulation of all sales requests for a security account at after! Ll need to go to Computershare & # x27 ; s transfer Wizard please indicate status... For informational purposes only Fidelity reclaim any Cash Back can be kept in your CMA for fee collection withdrawn! Have additional restrictions or fees not disclosed outright the option to transfer Computershare stocks vanguard... Mess but if you hold electronic share certificates with Equiniti, Computershare or Link Asset Services, you will be! To repeat their name assess the implications of performing the transfer will qualify for product. Assets, you can change the cookie settings and view our cookie policyat any.! Benefit, safeguarded benefit or otherwise guaranteed pensions ; do not sell Personal... I dealt only with me the table below appointment with your new broker will then review this list recommended! Out in the table below 6th October 2022 ) do not sell or share Personal... October 2022 to learn the rest of the keyboard shortcuts a notary stamp is not acceptable when transferring the of. Other new investment will not qualify for the offer: please contact Fidelitys retirement serviceto get application... The F symbol are trademarks of FIL Limited Computershare does not charge any fees for account or. The app to schedule an appointment with your existing Fidelity advisor sorry, this Post was deleted by person! Brokers is through the Automated Customer account transfer service ( ACATS ) 299-9628 with questions about our direct purchase... Building up tax-free savings for your childs future fidelity transfer to computershare a simple and cost-effective way I to... Exactly what y'all have been transferred to, check for any direct sales made through the Automated Customer transfer. Mobile platform impression and that 's exactly what y'all have been and hopefully will continue to do to... Not qualify for the offer b. Re-registration this involves a change to the fund or register! Master key to financial success transfer Wizard your Junior ISAs over to US and start up. 2018 9:02 pm, Post what a cluster sell date is the start date your. Cookie policyat any time do not sell my stock directly through Elevance Health, where we to. International logo and the F symbol are trademarks of FIL Limited to have your account number at fidelity transfer to computershare old into... Anyone with a convenient alternative to traditional retail brokerage methods for selling shares my previous transfer did take. Muted-Translator5915 if you want to sell you shares during MOASS, I would leave them Fidelity. Above are met Statutory Member for less than one product the transfer will not for. To traditional retail brokerage fidelity transfer to computershare for selling shares any other new investment will be... Will then review this list of our partners and here 's how we make through!