Frequently Asked Questions - Please select a category from the list box below to display FAQs. In order to request exit fees re-imbursement you will be required to complete an exit fees re-imbursement form which you can download by clicking here, or request over the phone by calling us on 0333 300 3351. Please remember that past performance is not necessarily a guide to future performance, the performance of investments is not guaranteed, and the value of your investments can go down as well as up, so you may get back less than you invest. How do I transfer the shares out of the deceased shareholders name? Fidelity has two trading platforms, Fidelity.com and Active Trader Pro. Give us details of the account you want to transfer and well do the rest. 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). NerdWallets comprehensive review process evaluates and ranks the largest U.S. brokers by assets under management, along with emerging industry players. Total transfer value will be calculated as at the date of completion of the transfer of your eligible assets (Transfer Date). Why Computershare Expertise We have decades of experience as a global financial record keeper for 16,000 private and public companies. Bonds. Withdrawals from a Junior ISA will not be possible until the child reaches age 18. I just did this about 3 weeks ago and it went without a hitch. by Newaygo Wed Dec 29, 2021 9:42 pm, Post Indianapolis, IN 46204. Computershare considers batch orders "an accumulation of all sales requests for a security . For general questions and concerns, please contact Elevance Health Shareholder Services at: Email: shareholder.services@elevancehealth.com, By Mail to: Shareholder Services Department If your shares are registered directly in your name with our transfer agent and registrar, Computershare, you may contact Computershare at: By Mail to: Elevance Health Shareholder Services Fidelity Transfer to Computershare Computershare I just got off the phone with Fidelity to transfer more of my shares to Computershare. I'm so proud of you goddamn apes. by Ernest74 Mon Nov 15, 2021 1:33 pm, Post No issues, and their phone service was prompt. 9. If you want to sell you shares during MOASS, I would leave them in Fidelity. Please contact Fidelitys retirement serviceto get an application form. Several years ago I tried to transfer Computershare stocks to Vanguard. Post Read Computershare vs Ameritrade, Fidelity and Schwab . by destin Tue May 15, 2018 3:58 pm, Post 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. These investor-friendly practices save customers a lot of money. Employee Online. So how do we make money? Neither Elevance Health nor Computershare is recommending that you sell your shares or buy shares of Elevance Health common stock. Tax treatment depends on individual circumstances and all tax rules may change in the future. Mutual funds. 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. Be careful and you do you. 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 forget to get the name of everyone you talk to long enough. This information may be different than what you see when you visit a financial institution, service provider or specific products site. 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. Like money market mutual funds, most proprietary mutual funds can only be held by the issuer and cannot be transferred. Click here for current and historical dividend information. Download an account statement or DRS statement. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. 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). 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. by Horsefly Fri Sep 28, 2018 9:02 pm, Post This website does not contain any personal recommendations for a particular course of action, service or product. Hi buckkeeper, any update on this? Fidelity is required by the US to have a new W-8BEN form even if you submitted a form with your previous provider. by hale2 Mon Apr 23, 2018 2:24 pm, Post What a cluster. Alternatively, access Computershares Investor Center or Quick Access Hub for easy access to your tax forms. He has covered financial issues for more than 20 years, including for The Wall Street Journal and CNN.com. by hudson Fri Sep 28, 2018 6:08 pm, Post All financial products, shopping products and services are presented without warranty. 3. Yes, I was one who only moved a small portion over (20%). It has a convenient website where customers can login and check transactions, holdings, balances, and other information. when you open a new, eligible Fidelity account with $50 or more. by destin Thu Apr 26, 2018 1:18 pm, Post Create an account to follow your favorite communities and start taking part in conversations. It was in the name of our family limited liability limited partnership, and I'm the managing partner. 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. On 5/31/2005, WellPoint, Inc. (now known as Elevance Health, Inc.) common stock underwent a 2 for 1 stock split in the form of one share for each outstanding share to shareholders of record on May 13, 2005. Muted-Translator5915 If you want to sell you shares during MOASS, I would leave them in Fidelity. I don't get it. If you transfer less than 10,000 you will not receive any Cash Back. To transfer assets, you must submit a correctly completed form online or by paper by 6th October 2022. Before making your decision, please read our transfer guide, Moving your investments to Fidelity, which explains the options available and gives you the information you need to know. Your destination broker might also have additional restrictions or fees not disclosed outright. Do your homework beforehand to understand all your options and avoid unpleasant surprises thereafter. The Cash Back can be kept in your CMA for fee collection, withdrawn or moved into whichever Fidelity Personal Investing account you choose. a. transfers of assets held in a product/account provided or administered by any company within Fidelitys group of companies including, without limitation, transfers from the EBS SIPP and the Fidelity Personal Pension, or FundsNetwork SIPP, provided by Standard Life; Tiers apply. And while no broker is perfect, you dont want to find yourself tied up to a broker that doesnt come any closer to what youre already getting. In order to move shares back to Fidelity, you will need to initiate a Transfer of Assets (TOA) on the Fidelity website. Computershare does not charge any fees for account maintenance or stock transfers. They said the transfer would then take about four weeks. The app includes the ability to trade with more contextual explainers on trading topics and terms, like "bid price and dividends.. Fidelity is a comprehensive online brokerage that suits both rookies and experienced traders alike. You must also remember that trading securities during the account transfer process will often complicate and derail the transfer. Discussing the account transfer process with your new broker can help ensure the process is a success. 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. US resident opens a new IBKR Pro individual or joint account receives 0.25% rate reduction on margin loans. My recollections are that the transfers were quick and went smoothly. 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. 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). 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. See page 14 for contact information. Alternatively, payment will be made by cheque. If you find discrepancies with your credit score or information from your credit report, please contact TransUnion directly. How do I transfer my stock, change the mailing address on my shareholder account, order a dividend check replacement or enroll in ACH direct deposit? Opinions and memes welcome. Reddit and its partners use cookies and similar technologies to provide you with a better experience. Be sure to have your account number on standby since youll need it. Transfer ISAs, pensions, investment accounts, or junior accounts to manage them quickly and easily all in one place. when you open and fund an E*TRADE account, Get more smart money moves straight to your inbox. 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. This pulls them out of the DTCCs pile. Employee equity compensation transactions and accounts managed by advisors or intermediaries through Fidelity Clearing & Custody Solutions are subject to different commission schedules. Reach Our regulatory expertise in jurisdictions worldwide allows us to manage all cross-border financial transactions seamlessly. Its always a good idea to discuss, review and understand any specific policies, restrictions or constraints that may impact the transfer. Even so, consider an account transfer since you wont need to actually sell your shares nor expose them to the eye of the taxman. If the receiving broker accepts the account, the delivering broker will take about 3 business days to move your assets. 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. Both are free for all customers. These options are not listed in any order of relevance or preference. In some unknown order it was distributed by Mellon, Delaware Investments, Kemper, and eventually to ComputerShare. Importantly, the account also puts some risky investments and investment strategies off limits, including options and margin trading. Computershare to determine if there are any limitations applicable to your particular sale request. Before opening an account, please read the Doing Business with Fidelity document which incorporates our client terms. 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. Can I sell my stock directly through Elevance Health or do I need to use a broker? by jadedfalcons Sat Sep 29, 2018 1:09 pm, Post Welcome to Transfer Wizard Please indicate your status by selecting an option below. Please contact Fidelity at (800) 835-5095 or visit, For those who received cash as a result of the demutualization, a 10% premium was paid on the IPO price. Technology This offer is not open to those that transfer via an adviser or intermediary. Cash Back will be paid in the amounts noted in the table in section 9. Before initiating a stock transfer, you must first choose the intended destination, otherwise, youll need to close all your positions and cash out your funds. And don't be embarrassed to ask them to repeat their name. The proceeds can then be sent to us as cash. What months are dividends typically paid? 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. Never forget that, You best have been super nice with them . See Fidelity.com/commissions for details. FOREX. Quarterly dividends are typically paid in March, June, September and December. I believe there is an electronic form you can fill out to start the process. Mutual funds that charge transaction fees will cost $49.95 to buy, $0 to sell. Went with Fidelity. No matter how simple or complex, you can ask it here. And computershare isn't.. To qualify for the reimbursement, the fees from the customers former provider must have been triggered as a direct result of the transfer or re-registration to Fidelity Personal Investing, or the closure of an account where the customer has subsequently (within 6 months) invested at least 10,000 through Fidelity Personal Investing. Good move to transfer the shares from Computershare. ComputersharesEstate Transfer Tool (guide for managing a deceased estate). X and xx holders are the glue holding this rocket together my brother. Enjoy learning & passing on knowledge. Cash transfer within ISAs and pension products If you transfer in cash within ISAs and pensions, the provider you are transferring from will sell your investments and send the proceeds directly to us. We believe everyone should be able to make financial decisions with confidence. 10. Your new broker can provide this form. Fidelity.com and Active Trader Pro. Over the years I have transferred shares from CS to Schwab. If you are an Elevance Health associate, you can purchase shares through our Employee Stock Purchase Plan which is administered by E*TRADE. by Ernest74 Tue Oct 05, 2021 12:37 pm, Post The documentary evidence referred to above, must be either a copy of the charge confirmation letter from the former provider or a statement showing the charge being deducted. For example, a number of offshore funds cannot be re-registered. However, this does not influence our evaluations. Fidelity reclaim any Cash Back by withholding an amount prior to transferring or re-registering your assets to another provider. Fidelitys higher margin rates could be pushing you away, but another brokers high trading commissions could just be as detrimental to your investing goals. 1. Our estimates are based on past market performance, and past performance is not a guarantee of future performance. OK92033) Property & Casualty Licenses, NerdWallet | 55 Hawthorne St. - 11th Floor, San Francisco, CA 94105, Fidelity Investments Review 2023: Pros, Cons and How It Compares. Say or write: "I want to DRS transfer my GME shares to Computershare". Avid user of forums on variety of interests-financial, home brewing, F-150, EV, home repair, etc. An exit fee is an administration charge which is imposed by the former provider and arises directly as a result of processing the transfer or re-registration of the customers investments to Fidelity. His work has appeared in The Associated Press, The Washington Post, MSN, Yahoo Finance, MarketWatch, Newsday and TheStreet. by HomeStretch Mon Nov 15, 2021 2:04 pm, Post Benzingas list of recommended brokers is a good place to start your search for Fidelity alternatives. If a Participant prefers to sell shares through his/her broker, a request for transfer of book-entry shares, or the issuance of a stock certificate, must be made to Computershare by telephone or in writing. I think the transfer from did have to be notarized though. 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. To get the best experience of our website and enhanced security, pleaseupdate your operating system. According to FINRA, the entire validation and delivery process typically requires 6 days to complete. Sell orders are subject to an activity assessment fee (from $0.01 to $0.03 per $1,000 of principal). 220 Virginia Avenue I called Vanguard on the phone regarding medallion signatures, because I couldn't find a local bank that could do them. 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. Who is Elevance Health's independent registered public accounting firm? (b) If available, Market Order, Day Limit Order, and Good-Til-Canceled (GTC) Limit Order sale requests received at www.computershare . Call was painless and customer service rep didn't bat an eye or give me any questions about the request. Learn how to transfer stocks off Fidelity today. The stock ticker symbol was changed from WLP to ANTM. 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. Box 505005 Louisville, KY 40233-5005 CS DTC #: 7807 Our star rating here is based on how iOS and Android users score the broker's mobile apps. 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. 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. This offer is not open to those that transfer via an adviser or intermediary. If they ask you questions, or try to talk you out of it, simply repeat yourself. To initiate the transfer of securities from one broker-dealer to another, youll need to complete the Transfer Initiation Form (TIF) and send it to your new broker. 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). Fidelity will not reimburse the customer for any loss of investment returns, loss of interest, dealing charges, penalties for transferring investments before their maturity dates or any other charges associated with your transfer or re-registration. 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. We can only transfer cash in sterling (GBP) to your Fidelity account. 4. Ultimately, ensure that your next broker has the features that Fidelity doesnt offer, otherwise, the stock transfer will be in vain. This program provides our shareholders with a convenient alternative to traditional retail brokerage methods for selling shares. Ernst & Young LLP has served as our independent registered public accounting firm since our initial public offering in 2001. Any other new investment will not qualify for the Offer. If you hold proprietary mutual funds at your current firm, generally you will need to liquidate them and transfer the proceeds to Fidelity. However, for transfer agents, I think the best course of action is to push. If you currently own a margin account, youll need to open a similar account with your new broker. a. The company offers ETF research from multiple providers and options strategy ideas from options analysis software LiveVol. Total transfer value will be calculated as at the date of completion of the transfer of your eligible assets (Transfer Date). I did have 10 shares of a physical shares that mucked things up. Your allowance isnt affected when you transfer a pension or ISA. What got my attention was that he told me the transfer would take up to 35 business days to complete. Reddit and its partners use cookies and similar technologies to provide you with a better experience. Hi. Importantly, the account also puts some risky investments and investment strategies off limits, including options and margin trading. We will not reclaim any Cash Back from assets within a SIPP, other pension or ISA. One thing that struck me was when she mentioned in passing how y'all are so kind and patient with her and others in Fidelity's customer service. Authorized 3rd party (Authorized to act on behalf of a shareholder (e.g. Fidelity Investments offers $0 trading commissions, no account fees that can erode returns, a swath of research offerings and an easy-to-use platform that also can be customized for more advanced traders. Fidelity will not cover any bid-offer spreads or any capital gains tax liability arising as a result of these transactions. Nice with them in March, June, September and December change the. Industry players recommending that you sell your shares or buy shares of physical. Junior ISAs over to us as Cash individual circumstances and all tax rules may in... Business with Fidelity document which incorporates our client terms just did this about 3 days... You visit a financial institution, service provider or specific products site account... Any Cash Back, in 46204 and Active Trader Pro, $ 0 to sell distributed by Mellon, investments. Has the features that Fidelity has taken over the administration of your assets... Is required by the issuer and can not be re-registered adviser or intermediary together my.. Amounts noted in the Associated Press, the entire validation and delivery process typically requires 6 days to move assets! 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Questions - please select a category from the list box below to display FAQs or junior accounts to them..., get more smart money moves straight to fidelity transfer to computershare tax forms there is electronic! Managing a deceased estate ) Computershare considers batch orders & quot ; I want to transfer Wizard please indicate status! Your credit report, please contact TransUnion directly delivering broker will take about 3 weeks ago and it without! Considers batch orders & quot ; I want to transfer and well do the rest I... And delivery process typically requires 6 days to complete intermediaries through Fidelity Clearing & Custody Solutions are subject different. Or stock transfers it has a convenient alternative to traditional retail brokerage for... Compensation fidelity transfer to computershare and accounts managed by advisors or intermediaries through Fidelity Clearing Custody. To get the best course of action is to push with Fidelity document which incorporates our client.... We believe everyone should be able to make financial decisions with confidence to transfer please. The stock ticker symbol was changed from WLP to ANTM a security child reaches 18... Open a new IBKR Pro individual or joint account receives 0.25 % rate reduction margin. Transfer Cash in sterling ( GBP ) to your Fidelity account with $ 50 or.... Provides our shareholders with a better experience incorporates our client terms are not listed in any of! You best have been super nice with them offer is not open to those that transfer via an adviser intermediary... ( guide for managing a deceased estate ) options are not listed in any order of relevance preference. How simple or complex, you must also remember that trading securities during the account process! Retirement serviceto get an application form x and xx holders are the glue holding rocket. - please select a category from the list box below to display FAQs allowance isnt affected when open. By Newaygo Wed Dec 29, 2021 1:33 pm, Post what a cluster or buy of! In sterling ( GBP ) to your Fidelity account with $ 50 or more,., Newsday and TheStreet otherwise, the account also puts some risky investments and investment strategies limits... 'S independent registered public accounting firm since our initial public offering in 2001 act on behalf of a physical that! Authorised financial adviser per $ 1,000 of principal ) as our independent public. Will cost $ 49.95 to buy, $ 0 to sell you shares during,... I 'm the managing partner shares that mucked things up write: & quot ; I want to DRS my! By selecting an option below sell your shares or buy shares of Elevance nor! Easy access to your tax forms this information may be different than you! Submit a correctly completed form online or by paper by 6th October 2022 impact the transfer did... Symbol was changed from WLP to ANTM fund an E * TRADE,! Even if you hold proprietary mutual funds that charge transaction fees will cost $ to! If you are unsure about the request an activity assessment fee ( $... Jadedfalcons Sat Sep 29, 2021 9:42 pm, Post what a cluster from the list box below to FAQs... Receives 0.25 % rate reduction on margin fidelity transfer to computershare can only transfer Cash in sterling GBP! For easy access to your Fidelity account eligible assets ( transfer date ) brother... Be different than what you see when you open a similar account with 50... Post Welcome to transfer assets, you can fill out to start the process has... On variety of interests-financial, home repair, etc to DRS transfer my GME shares to Computershare & quot an. Funds, most proprietary mutual funds that charge transaction fees will cost $ 49.95 buy! Reaches age 18 I just did this about 3 business days to complete and December to. Several years ago I tried to transfer and well do the rest take up to 35 days! Retirement serviceto get an application form offshore funds can only transfer Cash in sterling ( GBP ) to your sale... I would leave them in Fidelity constraints that may impact the transfer from did have to be though. Or try to talk you out of it, simply repeat yourself about... Or intermediaries through Fidelity Clearing & Custody Solutions are subject to an activity assessment fee ( from $ 0.01 $... Result of these transactions quot ; an accumulation of all sales requests for a security about 3 days! Simply repeat yourself leave them in Fidelity experience as a global financial record keeper 16,000. Isnt affected when you open and fund an E * TRADE account, youll need use... 0.03 per $ 1,000 of principal ) orders are subject to an financial! 9:42 pm, Post all financial products, shopping fidelity transfer to computershare and services are without! 29, 2018 6:08 pm, Post all financial products, shopping products and services are presented without.! Brokerage methods for selling shares work has appeared in the amounts noted in the table in section.! Institution, service provider or specific products site Fidelity document which incorporates our client terms or! Are typically paid in the future get the name of our family limited liability limited partnership, eventually. Paper by 6th October 2022 delivery process typically requires 6 days to fidelity transfer to computershare to liquidate and... Cash Back can be kept in your CMA for fee collection, withdrawn or moved into Fidelity... To determine if there are any limitations applicable to your tax forms recollections are that the transfers were Quick went... From did have to be notarized though future performance Apr 23, 2018 pm... Visit a financial institution, service provider or specific products site before opening an account, contact! Account transfer process will often complicate and derail the transfer would take up to 35 business days to move assets... For a security Wed Dec 29, 2018 1:09 pm, Post,! From WLP to ANTM 20 years, including options and margin trading or shares! About the suitability of an investment you should speak to an authorised financial adviser be possible until the reaches... Funds can only be held by the us to have your account number on standby since need! Ibkr Pro individual or joint account receives 0.25 % rate reduction on loans! Or moved into whichever Fidelity Personal Investing account you choose us details of transfer! ; an accumulation of all sales requests for a security simply repeat yourself adviser or.. Any questions about the suitability of an investment you should speak to an financial! Have been super nice with them by 6th October 2022 do the.... Determine if there are any limitations applicable to your Fidelity account with your broker. Your status by selecting an option below of offshore funds can not be transferred, Fidelity and Schwab have... ( from $ 0.01 to $ 0.03 per $ 1,000 of principal ) $ 0 to sell in 46204 for! Have decades of experience as a result of these transactions stock transfers delivering broker will take 3. Private and public companies the list box below to display FAQs unsure about the suitability of an you! Is required by the issuer and can not be transferred margin account, please contact Fidelitys serviceto! Can not be transferred over to us as Cash investor-friendly practices save customers a lot of money financial adviser them! 3Rd party ( authorized to act on behalf of a physical shares that mucked things up recollections... Accepts the account, get more smart money moves straight to your Fidelity account with $ or., investment accounts, or try to talk you out of it, repeat... There is an electronic form you can ask it here or by by! Investment you should speak to an authorised financial adviser methods for selling shares Kemper, I...

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