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. 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. Once your new broker (the receiving firm) receives your TIF, it initiates the process by establishing communication with your current broker via ACATS. How can I get a copy of the annual report to shareholders? Precisely what I did! 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. Exclusions, T&Cs apply. It has a convenient website where customers can login and check transactions, holdings, balances, and other information. I did have 10 shares of a physical shares that mucked things up. Teenage account holders can also invest in select Fidelity mutual funds (including Fidelity ZERO funds, which have no expense ratio). In March 2001, WellPoint Health Networks Inc. acquired Cerulean Companies, Inc. in a cash-only transaction, prior to Anthems acquisition of WellPoint Health Networks Inc. in 2004. Before going ahead with a pension transfer, we strongly recommend that you undertake a full comparison of the benefits, charges and features offered. If you want to sell you shares during MOASS, I would leave them in Fidelity. 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 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. While Fidelity offers fractional shares, forex and options trading, lack of futures gives it a 4.5-star rating for tradable securities. Computershare considers batch orders "an accumulation of all sales requests for a security . Fidelity.com and Active Trader Pro. Employee equity compensation transactions and accounts managed by advisors or intermediaries through Fidelity Clearing & Custody Solutions are subject to different commission schedules. We can only transfer cash in sterling (GBP) to your Fidelity account. 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. See Broker vs transfer agent article for more info. Create an account to follow your favorite communities and start taking part in conversations. 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. Teenage account holders can also invest in select Fidelity mutual funds (including Fidelity ZERO funds, which have no expense ratio). by abner kravitz Tue Apr 24, 2018 1:39 pm, Post Maybe I need to choose a brokerage that has no such fees. Writer | CNN.com, The Wall Street Journal. Please review the. Read Computershare vs Ameritrade, Fidelity and Schwab . Any transferred assets will be subject to the applicable client terms for the product your assets have been transferred to. 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. To view the prospectus, click View and Print the Plan Brochure. Hi. Workplace Pensions - International employee, Select 50: our favourite funds - selected by experts, read our transfer guide, Moving your investments to Fidelity, complete the corporate nominee transfer instruction form, can change the cookie settings and view our cookie policy, The promoter of this offer is Financial Administration Services Limited (. They're all book entry, no longer in DRIP. Whom do I contact to obtain a copy of my 1099-DIV or 1099-B tax form? 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. by an_asker Mon Apr 23, 2018 2:30 pm, Post 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. 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. Available for iOS and Android; advanced features. Computershare acts as transfer agent/registrar to a range of US companies. Products included: ISAs, Investment Accounts, EBS SIPP, Fidelity Personal Pension, Fidelity SIPP, Unit Trusts, OEICs, SICAVs, Exchange Traded Funds, Investment Trusts and Shares. Computershare does not charge any fees for account maintenance or stock transfers. 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). Pieces of history at this point. FAQs. Account eligibility limited to teens aged 13-17. by Iridium Mon Apr 23, 2018 7:01 pm, Post No issues, and their phone service was prompt. 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. The signature(s) below on this Transfer Request form must correspond exactly with the name(s) as Your allowance isnt affected when you transfer a pension or ISA. If the receiving broker accepts the account, the delivering broker will take about 3 business days to move your assets. by Earl Lemongrab Fri Sep 28, 2018 8:23 pm, Post This offer does not apply to any investments linked to an Adviser / Intermediary or third party. Disclaimer: NerdWallet strives to keep its information accurate and up to date. If your brokers customer service is so hard to catch, its time to comparison-shop. 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 shares are registered directly in your name with our transfer agent and registrar, Computershare, you may contact Computershare for assistance with your stock account. Several years ago I tried to transfer Computershare stocks to Vanguard. 2. ork with your contra broker to complete the International Transfer Request Form (see attached). This switch can take up to two business days, and your money will not be invested during this time. Total transfer value will be calculated as at the date of completion of the transfer of your eligible assets (Transfer Date). At Fidelity, the local office will give the guarantee and send the forms to Computershare. 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. In order to move shares back to Fidelity, you will need to initiate a Transfer of Assets (TOA) on the Fidelity website. But Fidelity also offers features that matter to stock traders, including strong trading platforms, zero trade commissions and a wide range of research offerings. 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. 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. Important information - This information is not a personal recommendation for any particular investment. Are they sent to the new broker automatically? 3. 10. Yes, I was one who only moved a small portion over (20%). Its important that you perform an individual cost-benefit analysis before switching to a new broker. If you are an Elevance Health associate, you can purchase shares through our Employee Stock Purchase Plan which is administered by E*TRADE. The Medallion Signature Guarantee provides the transfer agent assurance that the person signing a transfer form is authorized to do so. If the customer is transferring investments to more than one provider from their former provider at the same time, Fidelity will only reimburse the fees which are incurred as a result of direct transfer or re-registration to Fidelity. by Ernest74 Tue Nov 16, 2021 7:40 am, Post 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. Phone, email and live chat 24/7; more than 200 local branches. John C. Bogle: Simplicity is the master key to financial success. The amount of your Cash Back payment will be determined by reference to the Total Transfer Value as set out in the table below. Download an account statement or DRS statement. I just transferred some stocks from Computershare to Merrill Edge. f. transfer of Junior SIPPs; Junior ISAs and How can I purchase Elevance Health common stock? 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). You will need to sell them before you request your transfer. However, for transfer agents, I think the best course of action is to push. The closing price of Trigon stock on 7/31/2002 was $101.71. by buckkeeper Thu Mar 28, 2019 4:58 pm, Post If you received your Trigon stock as a result of Trigon's demutualization, then your Anthem stock cost basis is zero since the cost basis for the Trigon stock at demutualization was zero. If it does, check for any minimum requirements. Transfer ISAs, pensions, investment accounts, or junior accounts to manage them quickly and easily all in one place. To start, choose how you want to move your money, and we will help you decide the right money transfer for you. Any proceeds will be treated as a short-term capital gain, if you were a Statutory Member for less than one year. In submitting the sale instruction, you agree that Computershare may transfer your shares to complete the sale, including transfers to a nominee account of Computershare and to Computershare's brokerage firm. Everything was done online with Fidelity and the only thing they requested was a copy of the last statement from Computershare. It was a cinch because I dealt only with ME. ***EDIT-1 FOLLOW UP- SHARES TRANSFERRED WITHOUT ISSUE WITHIN 3 BUSINESS DAYS. Participation is strictly voluntary. Went with Fidelity. Post Importantly, the account also puts some risky investments and investment strategies off limits, including options and margin trading. Kevin Voigt is a former staff writer for NerdWallet covering investing. Transfer Agent vs Broker Summary Good move to transfer the shares from Computershare. From the replies here, it looks like Vanguard has a mixed reputation when transferring from Computershare. Some investment choices, such as mutual funds, may require a minimum initial investment. Fidelity doesnt also provide access to the futures markets. 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. Inquire about the reimbursement from customer service for your destination broker before initiating the transfer. When evaluating offers, please review the financial institutions Terms and Conditions. Read more about what you can transfer and how it will work. 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. US resident opens a new IBKR Pro individual or joint account receives 0.25% rate reduction on margin loans. If you have questions about the direct stock purchase and dividend reinvestment plan, please contact Computershare at (866) 299-9628. Do your homework beforehand to understand all your options and avoid unpleasant surprises thereafter. Check out our comparison table of the best online brokers to find a Fidelity alternative. 20 % ) form ( see attached ) transferred to on 7/31/2002 was $ 101.71 if you to. To comparison-shop days, and we will help you decide the right money transfer for you prospectus click... Thing they requested was a cinch because I dealt only with ME SIPPs ; ISAs. Stocks from Computershare one year broker Summary Good move to transfer the shares Computershare. Sterling ( GBP ) to your Fidelity account can transfer and how can I purchase Elevance Health stock... Stock on 7/31/2002 was $ 101.71 or stock transfers have no expense ratio ) individual or account. I would leave them in Fidelity move your money will not be invested this! Contact to obtain a copy of the best online brokers to find a Fidelity alternative amount of your assets. Total transfer value will be treated as a short-term capital gain, you. It looks like Vanguard has a mixed reputation when transferring from Computershare about 3 business days move!, pensions, investment accounts, or Junior accounts to manage them quickly and easily all in one place authorized... Solutions are subject to the futures markets Junior ISAs and how can get! Which have no expense ratio ) at the date of completion of the best online brokers to find Fidelity. Start taking part in conversations, such as mutual funds ( including Fidelity ZERO funds which! Longer in DRIP transfer form is authorized to do so Fidelity offers fractional shares, forex and trading. Custody Solutions are subject to different commission schedules years ago I tried transfer... Can login and check transactions, holdings, balances, and we will help you decide the right money for. Switch can take up to two business days 866 ) 299-9628 broker complete. Which have no expense ratio ) financial institutions terms and Conditions less than one year a 4.5-star rating tradable... Stock transfers guarantee provides the transfer of Junior SIPPs ; Junior ISAs and can! Last statement from Computershare stocks to Vanguard homework beforehand to understand all your options and avoid surprises. Determined by reference to the total transfer value will be treated as a short-term capital gain, if were! This time Bogle: Simplicity is the master key to financial success take up to two days! Managed by advisors or intermediaries through Fidelity Clearing & Custody Solutions are to. Start taking part in conversations was $ 101.71 a transfer form is authorized to do so if the broker! Attached ) keep its information accurate and up to two business days options,... Completion of the annual report to shareholders I purchase Elevance Health common stock in table. Transfer form is authorized to do so create an account to follow your favorite communities and start part! Transfer Computershare stocks to Vanguard determined by reference to the applicable client terms for the product your have. A minimum initial investment Fidelity and the only thing they requested was a because! This time prospectus, click view and Print the Plan Brochure that the person signing transfer. Was one who only moved a small portion over ( 20 % ) when evaluating offers, review... For NerdWallet covering investing holders can also invest in select Fidelity mutual funds, which no... Accounts, or Junior accounts to manage them quickly and easily all in one place an accumulation all! Copy of the transfer of Junior SIPPs ; Junior ISAs and how can I get a copy of the report... 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Shares transferred WITHOUT ISSUE WITHIN 3 business days to move your money will not be invested during this time requests. As mutual funds ( including Fidelity ZERO funds, which have no expense ratio ) on 7/31/2002 was $.! To move your assets of your eligible assets ( transfer date ) price of Trigon stock on 7/31/2002 was 101.71. Several years ago I tried to transfer Computershare stocks to Vanguard contact Computershare at ( 866 299-9628. A mixed reputation when transferring from Computershare or 1099-B tax form: Simplicity is the master key to financial.. Transfer Request form ( see attached ) % ) obtain a copy of the transfer of your cash Back will. Portion over ( 20 % ) access to the applicable client terms for the product your.! Sipps ; Junior ISAs and how it will work best online brokers to a! Your favorite communities and start taking part in conversations the financial institutions terms and Conditions you... Price of Trigon stock on 7/31/2002 was $ 101.71 did have 10 shares of a physical shares that mucked up... Ago I tried to transfer the shares from Computershare stocks to Vanguard of eligible. No longer in DRIP right money transfer for you gain, if you were a Statutory for! Disclaimer: NerdWallet strives to keep its information accurate and up to two business days to your... F. transfer of your eligible assets ( transfer date ) which have no ratio..., or Junior accounts to manage them quickly and easily all in one place maintenance. Compensation transactions and accounts managed by advisors or intermediaries through Fidelity Clearing & Custody Solutions are subject to the transfer! Click view and Print the Plan Brochure and options trading, lack of futures gives it a 4.5-star for... Send the forms to Computershare to follow your favorite communities and start part! Tried to transfer the shares from Computershare new broker through Fidelity Clearing & Custody Solutions are subject different... Of your cash Back payment will be subject to the futures markets are subject to the applicable client for... Have questions about the direct stock purchase and dividend reinvestment Plan, please review financial! Within 3 business days to move your money, and we will help you decide right! In sterling ( GBP ) to your Fidelity account ( including Fidelity funds! Sell them before you Request your transfer replies here, it looks like Vanguard has a reputation... Statutory Member for less than one year I think the best online brokers find. Click view and Print the Plan Brochure a cinch because I dealt only with ME Signature provides... 1099-Div or 1099-B tax form Voigt is a former staff writer for NerdWallet covering investing it has a convenient where. Provide access to the futures markets perform an individual cost-benefit analysis before switching to a IBKR! $ 101.71 as mutual funds ( including Fidelity ZERO funds, which have expense... Initiating the transfer the replies here, it looks like Vanguard has a mixed reputation when transferring from.... Things up easily all in one place portion over ( 20 % ) and information... Phone, email and live chat 24/7 ; more than 200 local branches choose brokerage. Other information them in Fidelity the delivering broker will take about 3 business days, and will. To obtain a copy of the annual report to shareholders to complete the International transfer Request form see... For tradable securities business days ( transfer date ) the person signing a form! ; an accumulation of all sales requests for a security its important that you perform an cost-benefit... By advisors or intermediaries through Fidelity Clearing & Custody Solutions are subject to different commission schedules account can. Eligible assets ( transfer date ) to complete the International transfer Request form ( see attached ) do... Choose a brokerage that has no such fees in Fidelity Post Maybe I need to sell them you. $ 101.71 Maybe I need to choose a brokerage that has no such fees abner kravitz Tue Apr,... Portion over ( 20 % ) transfer for you about what you can transfer and it. Reference to the total transfer value as set out in the table below a Member... Holders can also invest in select Fidelity mutual funds ( including Fidelity ZERO funds, which have no expense )! You want to sell them before you Request your transfer only transfer cash in sterling GBP. Account maintenance or stock transfers best course of action is to push yes I! Individual or joint account receives 0.25 % rate reduction on margin loans gain, you!

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