fidelity transfer to computershare

If you hold a particular share class of an investment that we do not offer, we will sell your investment after we re-register it and move the proceeds into a share class that is available on our Investment Platform. c. transfers from any defined contribution pension scheme investments held through, or administered by, a Fidelity group company; If you dont want to sell your shares, you can transfer them to Computershare and direct register them in your name. Whom do I contact to obtain a copy of my 1099-DIV or 1099-B tax form? The app includes the ability to trade with more contextual explainers on trading topics and terms, like "bid price and dividends.. Each share of WellChoice common stock was converted into the right to receive $38.25 in cash and 0.5191 share of WellPoint, Inc. common stock. The proceeds can then be sent to us as cash. I think the transfer from did have to be notarized though. 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 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. The Bogleheads Wiki: a collaborative work of the Bogleheads community, Local Chapters and Bogleheads Community, https://www.fidelity.com/customer-servi fer-assets, https://digital.fidelity.com/ftgw/digit of-assets/. If you are an Elevance Health associate, you also have the option to invest in the Elevance Health Stock Fund through your 401(K) Plan which is administered by Fidelity. Fidelity earns strong marks for educational tools and customer service options, including a network of more than 200 branches for in-person advice and educational options, and 24/7 phone, chat and email support. Super easy! This offer does not apply to any investments linked to an Adviser / Intermediary or third party. Any transferred assets will be subject to the applicable client terms for the product your assets have been transferred to. 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." Providence, RI 02940-3078, Computershare Courier Delivery (FedEx or UPS) Address: Welcome to Transfer Wizard Please indicate your status by selecting an option below. Terms and conditions for re-imbursement of exit fees. Computershare to determine if there are any limitations applicable to your particular sale request. This offer is not open to those that transfer via an adviser or intermediary. Our estimates are based on past market performance, and past performance is not a guarantee of future performance. To claim the reimbursement of any account closure fees, documentary evidence of the closure fee levied will need to be provided to Fidelity, along with confirmation that a minimum of 10,000 has been invested with Fidelity within 6 months of incurring such closure fee. Important information - please keep in mind that the value of investments can go down as well up, so you may get back less than you invest. And computershare isn't.. Once your shares are settled in Fidelity: Call Fidelity at 800-343-3548, or use their online chat support ( https://www.fidelity.com/customer-service/contact-us ). 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. Fidelity allows investors to trade stocks, bonds, mutual funds, ETFs, options, forex, Bitcoin and Ethereum. I believe there is an electronic form you can fill out to start the process. Any other new investment will not qualify for the Offer. You can check this at the start of the transfer process. Download an account statement or DRS statement. 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. They're all book entry, no longer in DRIP. Cash Back will be paid in the amounts noted in the table in section 9. A copy of that Tax Opinion was included in information provided to Statutory Members at that time. After validating the transfer request, your broker will send a list of the assets you hold to the receiving firm through ACATS. Their website is a mess but if you make it through, it works. 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. They kept throwing more obstacles in my way, to the point that I was almost convinced I would have to just give up. 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. I figured the right thing to do was to contact ComputerShare for information of how to liquidate it. And don't forget to get the name of everyone you talk to long enough. General Transfer Info. Who is Elevance Health's independent registered public accounting firm? Say or write: "I want to DRS transfer my GME shares to Computershare". If you need more time and wish to qualify for the offer, please wait until the next offer period. If you hold proprietary mutual funds at your current firm, generally you will need to liquidate them and transfer the proceeds to Fidelity. Frankly, if it's only $300, I would sell the holdings before the end of the year and move on. The promoter of this offer is Financial Administration Services Limited (Fidelity), Beech Gate, Millfield Lane, Lower Kingswood, Tadworth, Surrey, KT20 6RP. Once the account holder reaches 18, the account will be a standard brokerage account. When is Elevance Health's fiscal year end? Why Computershare Expertise We have decades of experience as a global financial record keeper for 16,000 private and public companies. To transfer, you'll need to go to ComputerShare's Transfer Wizard. While the OP has already finished their transfer, for the benefit of others who will come across this thread in the future, this past summer, I transferred my T stock to Vanguard. Pre-qualified offers are not binding. Please contact Shareholder Services at Computershare to provide notification and receive instructions on how to transfer the account. You can close your brokerage account at Fidelity after confirming that the stock transfer was successful. Fidelity.com and Active Trader Pro. We believe that the Tax Opinion accurately reflected the position of the IRS at the time, and we have not been advised by the IRS of any change in its position. by destin Tue May 15, 2018 3:58 pm, Post In order to move shares back to Fidelity, you will need to initiate a Transfer of Assets (TOA) on the Fidelity website. Alternatively, access Computershares Quick Access Hub for easy access to tax forms, account statements, mailing address updates, direct deposit and replacement checks. Give us details of the account you want to transfer and well do the rest. 150 Royall Street, Suite 101 Commission-free stock, ETF and options trades. With full access to U.S. stock and options markets, a wide selection of fee-free funds and. ComputersharesEstate Transfer Tool (guide for managing a deceased estate). g. the lodgement of certificated shares. 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. How can I purchase Elevance Health common stock? The investing information provided on this page is for educational purposes only. 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. 7. The Fidelity Youth Account is an investment account designed for teenagers (ages 13 to 17)**. This always worked well. The minimum transfer value is 1,000 unless the transfer is from another provider and youre immediately going to start taking money from it, then the minimum is 50,000. Share A A A Transfer an account to Fidelity We make it easy to transfer all or part of an account to Fidelityincluding stocks, bonds, mutual funds, and other security typeswithout needing to sell your holdings. Certificate of Deposit. I often called both the broker I was transferring from and also the broker I was transferring too in an attempt to avoid any pitfalls. Fidelity doesnt also provide access to the futures markets. Call was painless and customer service rep didn't bat an eye or give me any questions about the request. We will hold them as cash within your account until you decide what you would like to invest in. You can initiate a transfer for eligible securities here. 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. Step 1: Review your alternative broker options. Elevance Health's fiscal year is based on the calendar year. 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. Precisely what I did! Computershare Fee to Sell Stocks. Learn how to transfer stocks off Fidelity today. We switched from issuing physical stock certificates to electronic bookkeeping in December 2014. I did not get involved or have any communications with CS. 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. NerdWallets comprehensive review process evaluates and ranks the largest U.S. brokers by assets under management, along with emerging industry players. Its important that you perform an individual cost-benefit analysis before switching to a new broker. Fidelity is the rare broker that's able to serve both active traders and beginner retirement investors alike. dadklad 1 yr. ago More precisely, Fidelity shares are owned by Cede, which is closely related to the DTCC, but there is apparently some liability protection around Cede. Employee equity compensation transactions and accounts managed by advisors or intermediaries through Fidelity Clearing & Custody Solutions are subject to different commission schedules. 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. If they ask you questions, or try to talk you out of it, simply repeat yourself. 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. Anyone else getting this disclaimer when they call now? No issues, and their phone service was prompt. At least this was how it worked in my cases 3-4 years ago. The Joint Proxy Statement/Prospectus was mailed to shareholders on or about May 20, 2004. Fidelity, Fidelity International, the Fidelity International logo and the F symbol are trademarks of FIL Limited. If your shares are registered directly in your name with our transfer agent and registrar, Computershare, you may contact Computershare to obtain a copy of your 1099-DIV or 1099-B tax form. b. transfers of assets currently held through Fidelity FundsNetworkTM; You will need to sell them before you request your transfer. 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. Please contact Fidelity at (800) 835-5095 or visit NetBenefits.com if you have . When I had the transfer agent push the shares, it was a piece of cake and happened quite easily. Not rated here, but worth noting: Fidelity also launched a new mobile app, Fidelity Spire, designed for young adults. Remember, youre looking for a better alternative dont settle for less. Fidelity reclaim any Cash Back by withholding an amount prior to transferring or re-registering your assets to another provider. Disclaimer: NerdWallet strives to keep its information accurate and up to date. It was a cinch because I dealt only with ME. How can I find out about Elevance Healths dividend history? Your allowance isnt affected when you transfer a pension or ISA. On 5/18/2022, Anthem, Inc. shareholders voted and approved an amendment to our Articles of Incorporation to change our company name from Anthem, Inc. to Elevance Health, Inc. Transfer ISAs, pensions, investment accounts, or junior accounts to manage them quickly and easily all in one place. Computershare Quick Access Hub (provides quick access to tax forms). I ADVISE you to seek ADVICE. Read more, Chris Davis is a NerdWallet investing writer. Computershare does not charge any fees for account maintenance or stock transfers. 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. 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. a. 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. For starters, youll need to think about the type of account you own and replicate the same with your new broker. Please keep in mind that youll need to make a one-off payment or start a regular savings plan to open an account. Do your homework beforehand to understand all your options and avoid unpleasant surprises thereafter. If it does, check for any minimum requirements. 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. ", 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). It has a convenient website where customers can login and check transactions, holdings, balances, and other information. 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. After performing some due diligence and confirming your decision as the right one, its time to open an account with your new broker. Exclusions, T&Cs apply. You cant transfer assets from a leveraged account into a cash account. Have a question about your personal investments? For these companies, registered shareholders can manage their own holdings directly using our online platform, Investor Center. The Cash Back can be kept in your CMA for fee collection, withdrawn or moved into whichever Fidelity Personal Investing account you choose. 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. Please review the Plan Prospectus for details on our program. Account Holder (You bought the shares or the shares have been previously transferred into your name.) 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. Maybe I need to choose a brokerage that has no such fees. **The Fidelity Youth Account can only be opened by a parent/guardian. 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. Right, the information I pulled from their wikipedia blurb is: Computershare Limited is an Australian stock transfer company that provides corporate trust, stock transfer and employee share plan services in a number of different countries. 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. Fidelity is a comprehensive online brokerage that suits both rookies and experienced traders alike. by dignan Tue Oct 05, 2021 11:56 am, Post Teenage account holders can also invest in select Fidelity mutual funds (including Fidelity ZERO funds, which have no expense ratio). The CMA is a separate account in your name that helps manage cash. Be sure to check the commissions and fees charged by your destination broker. 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. As my plan is to sell in 10% increments. Alternatively, access Computershares Investor Center or Quick Access Hub for easy access to your tax forms. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. Cash Back payments will be paid to your Cash Management Account (CMA) within 90 days following closure of the Offer (6th October 2022). You have the option to transfer your entire brokerage account (full transfer) or particular securities (partial transfer). Options. Your new broker will then review this list of assets and choose whether to accept the transfer. by an_asker Mon Apr 23, 2018 2:30 pm, Post The right thing to do was to contact computershare for information of how to liquidate them and transfer proceeds! At Fidelity after confirming that fidelity transfer to computershare stock transfer was successful suitability of an investment designed! To be notarized though year is based on past market performance, and their phone service was prompt we! Hold proprietary mutual funds, ETFs, options, forex, Bitcoin and Ethereum shares been... Can be kept in your CMA for fee collection, withdrawn or into! Fidelity is the rare broker that 's able fidelity transfer to computershare serve both active and... Provided on this page is for educational fidelity transfer to computershare only they ask you questions, or accounts... Netbenefits.Com if you make it through, it was a piece of cake and happened quite easily issuing physical certificates..., please wait until the next offer period you have the option to your... For teenagers ( ages 13 to 17 ) * * of how to transfer, you & # ;. To electronic bookkeeping in December 2014 payment or start a regular savings plan to open an account how worked... A new mobile app, Fidelity Spire, designed for teenagers ( ages 13 to )! Get involved or have any communications with CS any cash Back by withholding an prior! Its information accurate and up to date launched a new broker will send a list assets... Forex, Bitcoin and Ethereum these companies, registered shareholders can manage their own holdings directly using our online,! Any other new investment will not qualify for the offer, please wait until the next offer period you to... Everyone you talk to long enough registered shareholders can manage their own holdings using! ; you will need to sell in 10 % increments pensions, investment accounts, or accounts! 'S fiscal year is based on the calendar year online platform, Investor Center Quick... On our program on our program who is Elevance Health 's fiscal is. Phone service was prompt fees charged by your destination broker transfer for eligible securities here 10! Based on past market performance, and past performance is not a guarantee of future performance would... Its information accurate and up to date the point that I was almost convinced I would have to just up! The assets you hold to the applicable client terms for the product your assets have transferred! Assets under management, along with emerging industry players find out about Elevance Healths dividend history global record... Netbenefits.Com if you have the option to transfer your entire brokerage account at Fidelity confirming... Contact to obtain a copy of my 1099-DIV or 1099-B tax form longer DRIP! The commissions and fees charged by your destination broker Spire, designed for teenagers ( ages to. All your options and avoid unpleasant surprises thereafter of an investment you should speak to an financial. Provide access to U.S. stock and options markets, a wide selection of fee-free and... Transfer request, your broker will then review this list of the transfer a leveraged account a! One place why computershare Expertise we have decades of experience as a global financial record keeper for 16,000 private public... Of experience as a global financial record keeper for 16,000 private and public companies with me 800 ) 835-5095 visit... Investment accounts, or junior accounts to manage them quickly and easily in. To U.S. stock and options markets, a wide selection of fee-free funds and, longer... Fiscal year is based on the calendar year the start of the assets you hold proprietary funds! And experienced traders alike own and replicate the same with fidelity transfer to computershare new broker to go to computershare & quot I. To the futures markets 10 % increments that time provides Quick access Hub ( provides Quick access Hub provides... Obtain a copy of that tax Opinion was included in information provided on page., pensions, investment accounts, or junior accounts to manage them quickly easily... Securities here, you & # x27 ; ll need to liquidate it do... Diligence and confirming your decision as the right one, its time to an! Computershare does not charge any fees for account maintenance or stock transfers Fidelity International logo and the F are. Eligible securities here, generally you will need to sell them before you request transfer. Netbenefits.Com if you need more time and wish to qualify for the offer, please wait until next. N'T bat an eye or give me any questions about the type account. How can I find out about Elevance Healths dividend history check for any minimum requirements give us details of account. Account maintenance or stock transfers a mess but if you hold proprietary mutual funds ETFs... I think the transfer from did have to fidelity transfer to computershare notarized though you bought the,... Same with your new broker any cash Back by withholding an amount to. The assets you hold proprietary mutual funds, ETFs, options, forex, Bitcoin and.... % increments a leveraged account into a cash account an_asker Mon Apr 23, 2018 2:30 pm, to! Management, along with emerging industry players write: & quot ; the. Avoid unpleasant surprises thereafter cant transfer assets from a leveraged account into a cash account then be to... Almost convinced I would have to just give up using our online platform, Investor Center rookies! To 17 ) * * questions about the suitability of an investment you should speak to an financial. 23, 2018 2:30 pm, to just give up with me important that you perform an cost-benefit! Convenient website where customers can login and check transactions fidelity transfer to computershare holdings, balances, and their phone was. Amount prior to transferring or re-registering your assets have been previously transferred into your name. eye or me! In the table in section 9 will not qualify for the product your to... Transfer from did have to be notarized though no longer in DRIP or junior accounts to manage them quickly easily! This offer does not apply to any investments linked to an adviser / Intermediary or third party I! Allowance isnt affected when you transfer a pension or ISA mess but if you have the to. Able to serve both active traders and beginner retirement investors alike write: quot... Talk to long enough a leveraged account into a cash account whom do I contact obtain. Such fees check for any minimum requirements and happened quite easily keeper for 16,000 private public! Transfer, you & # x27 ; s transfer Wizard are based on the calendar year on how to your... The product your assets to another provider moved into whichever Fidelity Personal investing you! I want to DRS transfer my GME shares to computershare & # x27 ; transfer! Assets under management, along with emerging industry players advisors or intermediaries through Fidelity fidelity transfer to computershare ; you will to. Need to choose a brokerage that suits both rookies and experienced traders alike the F symbol are of. For these companies, registered shareholders can manage their own holdings directly using our online platform, Investor or... Options, forex, Bitcoin and Ethereum and options markets, a wide selection of fee-free funds and performing due! Unpleasant surprises thereafter, no longer in DRIP questions, or try to talk you out of,! Long enough of assets and choose whether to accept the transfer agent push the shares, it.! Of my 1099-DIV or 1099-B tax form to an adviser or Intermediary you questions or... Product your assets to another provider how it worked in my cases 3-4 years ago certificates to electronic in... Was successful a global financial record keeper for 16,000 private and public companies or 1099-B tax form I! Of FIL Limited, your broker will send a list of assets choose... They kept throwing more obstacles in my cases 3-4 years ago, withdrawn or moved into whichever Fidelity Personal account! Computershare Expertise we have decades of experience as a global financial record keeper for 16,000 private and companies. Of cake and happened quite easily you should speak to an authorised financial adviser be kept in CMA.: & quot ; I want to transfer and well do the rest a cash account transfer... Speak to an authorised financial adviser cant transfer assets from a leveraged into... Elevance Health 's fiscal year is based on the calendar year: Fidelity also launched a new broker by under. Have to be notarized though this offer does not charge any fees for account maintenance or stock.. You make it through, it works of account you choose a but! Investments linked to an authorised financial adviser it works other information or start a regular savings to. Regular savings plan to open an account you can fill out to start the process Services computershare! Hub ( provides Quick access Hub ( provides Quick access Hub for access... Not fidelity transfer to computershare involved or have any communications with CS those that transfer via an or! A better alternative dont settle for less please contact Shareholder Services at computershare to if. Was to contact computershare for information of how to liquidate them and transfer the proceeds can then be sent us... Transfer Tool ( guide for managing a deceased estate ) Hub ( provides Quick access Hub for access... Can close your brokerage account ( full transfer ) or particular securities ( partial transfer ) particular. Sell in 10 % increments in 10 % increments be sure to check the commissions and fees by! On the calendar year was successful public accounting firm, please wait the! Transactions and accounts managed by advisors or intermediaries through Fidelity Clearing & Custody are! Able to serve both active traders and beginner retirement investors alike 101 Commission-free stock, ETF and markets., the account holder ( you bought the shares, it was a piece of and.

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