For mutual fund and brokerage IRAs, Electronic Funds Transfer allows you to transfer cash from your When shares are transferred from one broker-dealer or custodian to a new broker-dealer or custodian through a request initiated by the intended receiving firm. A direct registration system, or DRS, manages stocks bought under a DSPP. Disclaimer: ACM MEDIA LLC provides reviews of services based on our personal The only thing that was irritating was a couple of companies won't hold partial shares and to sell a fraction of a share cost almost as much as the share. We will walk you through the process one step at a time. They're typically happy to help you out!My Studio Equipment Essentials: LED Desk-lights: https://amzn.to/2A8jOgcRing Light + Phone Holder: https://amzn.to/3ggb20o Lavalier Lapel Mic: https://amzn.to/2ZuopUG Apple MacBook Pro: https://amzn.to/3gjzPAz3 Life Changing Books:Think and Grow Rich - https://amzn.to/3gsTJJMMr. How do transfers into and out of PAS accounts work? However, only whole shares will transfer. the maximums for the type of account. I transferred from Computershare to Vanguard less than a year ago. by ionball Mon Nov 12, 2018 7:04 pm, Powered by phpBB Forum Software phpBB Limited, Time: 0.276s | Peak Memory Usage: 9.37 MiB | GZIP: Off. To start, choose how you want to move your money, and we will help you decide the right money transfer for you. Telephone: 800-632-2014. by funinthesun Wed Jun 05, 2019 1:37 pm, Post We do not receive payment for order flow or route orders to dark pools. I was going to transfer to Vanguard, but I wanted to sell both holdings this year as I clean up my balance sheet as I prepare for retirement & simplification. These regulations include strict requirements for the accuracy and timeliness of processing shareholder transactions. What is the Depository Trust Company (DTC)? by Faith20879 Mon Jun 17, 2019 9:06 am, Post For mutual fund account orders, view the Orders page. In this manner the DTC facilitates share transfers on behalf of shareholders via their brokers or transfer agents. I kept the last statement of the year for each company. I did this (to Fidelity) at the end of last year using the online process. For brokerage IRAs, only one withdrawal per day may be processed. completed paper form. It holds eligible securities for financial institutions such as brokerage firms and banks, collectively referred to as "participants." a whole number (e.g.,1000 not 1000.50). Companies hire Computershare to undertake transfer agent/registry services on their behalf, which includes directly providing services to their registered shareholders directly. Hi! The Depository Trust Company (DTC) is a repository through which stocks are transferred electronically between brokers and agents. If you ask Fidelity, they can reimburse the $75 transfer fee. The business forms part of a global group, Computershare Limited, which is a public company listed on the Australian Securities Exchange (ASX). up for the Electronic Funds Transfer service on your IRA, A Fidelity non-retirement account with the same Social call a Fidelity representative at 800-544-6666 to attempt to cancel the request. What rules govern how transfer agents operate? You can also become a registered shareholder by buying stock directly through Computershare online using our Investor Center. by retiringwhen Wed Jun 05, 2019 2:46 pm, Post personalized financial advice, and does not recommend the purchase or sale of The change applies to both day limit orders and good-till-cancelled limit orders. Are all companies listed in Investor Center? The Company's transfer agent will effect trades through a trading broker and allocate shares to their registered accounts directly on the records of the company. How do I transfer shares to someone outside of the US? Your broker may use a custodian in DTC to hold shares in DTC. All rights reserved. Company List. Do I need an Investor Center account to be registered via DRS? So I am wanting to transfer some stocks I have held with computershares for years. No guarantees are made as to the accuracy of the information on this site or the appropriateness of any advice to your particular situation. Fidelity Investments P.O. 1. No medallion signature required. For these companies, registered shareholders can manage their own holdings directly using our online platform, Investor Center. into your Fidelity brokerage account is $100,000. You can transfer to Fidelity and then to Computershare for free. What can I do with Electronic Funds Transfer? Transfer from Computershare, Solium, Shareworks, AST Trust. Are shares held in a direct stock purchase plan (DSPP) not included in the tally of directly registered shares? The Bogleheads Wiki: a collaborative work of the Bogleheads community, Local Chapters and Bogleheads Community. Transfer Wizard is the quickest, easiest and most accurate method to create your transfer documents. Why Is This Under My Account? At another similar firm I have PAYX from when I worked there, I have to convert them from ESPP shares to common stock and then I can transfer them over to Fidelity. A CD generally requires four weeks to transfer. Is it possible to consolidate or merge two accounts when there are different beneficiaries named for transfer on death? In some instances, although higher DTC withdrawal fees may apply. Only DTC participants can initiate a transfer to create a DRS holding in your name at Computershare, if the shares are held via DTC (please see above). As well as calling our US Contact Center directly, we have set up a dedicated number to field GameStop enquiries: + 800 3823 3823. Other common registered shareholder rights include the right to transfer ownership of their shares to others, to directly receive share dividends and also to inspect certain corporate documents. Is it possible for a third party to reverse my directly registered shareholdings into beneficial ownership without my consent? In certain circumstances, shares may be 'lent' by the brokerage firm to cover other trading activity, such as short sells by others. You can electronically transfer money between your bank and your Fidelity Account using Electronic Funds Transfer. Print the cost basis records from the Computershare website before the transfer is finalized. In order to verify your identity and ownership of your bank accounts, you may need to provide a government-issued identification number. in history. I work as a financial analyst. This is the best tutorial on Youtube showing you how to transfer your assets from an outside broker to Fidelity. What is a transfer agent (such as Computershare)? Many investors choose to be beneficial owners. Get up to $700 when you fund a J.P. Morgan Self-Directed Investing account. You can find details by entering "CPU.AX stock quote" into your search platform, or by visiting our website www.computershare.com. Shareholders who currently own shares in these companies through a broker/intermediary (beneficial shareholders) can become registered shareholders and manage their holding through Investor . Posting, transportation and destruction of certificates, Evaluation of internal accounting controls, DSPP and pure DRS shares are technically different forms of holding although, for many practical purposes, they are the same, Both forms of ownership record the names of the investor directly on the issuers register, where they are recognized as registered shareholders, In both cases, the investors are sent communications by the company and can directly vote their shares, Both forms of ownership are recorded directly on Computershares platform and may be managed by the shareholder through the online portal, Investor Center, Both DSPP & DRS are book entry means of holding shares, DRS shares do not require enrollment into a plan nor is there a need to make elections around dividend payment allocations, DSPPs are specific plans that require shareholders to elect enrollment. The company has very little visibility of beneficial investors whose shares are held in "street name", and communications from the company are routed through the broker, usually by an agent acting for the broker. If you are no longer using a bank account, you can delete that bank account from any Fidelity account to which it is linked. However, if you are a shareholder in GameStop and you are based in Europe, Computershare will mail pin packs which contain the verification code that enables access to Investor Center to you from our facility in the UK, meaning they should arrive within one to two weeks. ET, the funds will be posted to your account on the same business day. For brokerage accounts, Electronic Funds Transfer allows you to transfer cash between your bank and Euro, GBP or AUD). by mpnret Wed Jul 10, 2019 5:26 pm, Post Optionally, an international payment can be made in foreign currency (e.g. Re: Has anyone recently transferred shares from Computershare to Vanguard. by Chant Mon Nov 12, 2018 3:31 pm, Post by informal guide Tue Jul 09, 2019 7:28 pm, Post I always kept good records of the dividends I received each year and any purchases I made in that year. Has anyone did a transfer in kind from an old employee stock plan to Fidelity? Fidelity Route: Open an account with Fidelity. If your name on the stocks is not of the same format on your Fido account, be sure to fill out the form that authorizes the transfer in a different form of your name. What are the benefits of being a registered shareholder? Computershare spokespeople also undertake interviews, with the content sometimes featuring on social media. by zback Mon Nov 12, 2018 2:39 pm, Post My broker is reporting a problem with the transfer of my shares to direct ownership. Please review the information below and read the Frequently Asked Questions (FAQs) before you get started. For brokerage and mutual fund accounts, after the establishment process is complete, you can use Services (PAS) account is $250. Can directly registered shares loaned or otherwise accessed by the DTCC, the DTC or any other entity? What should I do? I don't know if they do that anymore. Although the funds are invested in a 529 plan, the account is still considered a custodial (UGMA/UTMA) account, and UGMA/UTMA rules apply. This is evidenced to the Transfer Agent by the broker or bank transmitting the investors name and address, number of shares to be transferred and the investors unique holder identification number. Requests to transfer money out of a PAS 1996 - 2023 Computershare Limited. For information about contributing to or withdrawing from your IRA, see IRA Contributions and IRA Withdrawals. If the beneficiary is two or more generations below you, a federal generation-skipping transfer tax might also apply in addition to the gift tax (subject to an exemption of $1,120,000). No. by miamivice Wed Jun 05, 2019 12:53 pm, Post Investor Center, we do charge shareholders themselves when they ask us to process specific transactions, including buying and selling shares. Are you experiencing delays with processing shareholder registrations? You can only delete a bank account from one Fidelity account at a time. Computershare is able to process any request for a transfer of shares to direct ownership that includes the necessary information for the transfer to take place, and we usually complete the transaction the working day after the request comes through. BOX 505000 LOUISVILLE, KY 40233-5000 COMPUTERSHARE'S DTC NUMBER: 7807 ----------------- Fidelity (US) #Note: You don't need to open a ComputerShare account, Fidelity will take care of it as part of the process. In the unusual event we needed to reject a DRS transfer owing to insufficient shares in the name of Cede & Co (as transferor), we anticipate we would let our issuer client, DTCC, the broker and the investor know. The issuer (or more usually its transfer agent, such as Computershare) keeps the records of ownership for the registered shareholders and provides services such as transferring shares, paying dividends, coordinating shareholder communications and more. I transferred shared from Wells Fargo to Fidelity about 5 years ago. into your model portfolio. You can also request a hardcopy. Transfer agents are additionally required by IRS regulations to track and report the dividend income and share sale activity they facilitate on behalf of issuers via Form 1099 reporting. Fidelity will pull your shares from Webull. The maximum consideration will remain at $10 million for designated securities (specifically GameStop and AMC) and $2 million for other securities for each individual order submitted via the web. Corporations may issue different classes of stock, which may be subject to different ownership rules, value per share and privileges, such as the right to vote on certain corporate matters. Importantly, as a transfer agent, we act as an agent for each clients issue of equity in maintaining a register of ownership on their behalf. by HomeStretch Wed Jun 05, 2019 9:35 pm, Post Shares managed directly through our Investor Center are transferred by DRS are entered onto the register in the shareholder's name. Computershareissued direct registrationholding statements showing the 3 for 1 stock dividend distribution, giving the holder a balance of four times the number of pre-split shares to reflect this. If you are directly rolling over a distribution from an employer-sponsored retirement plan, please complete a Fidelity Rollover IRA application, and follow the instructions on how to complete your rollover. What is the Direct Registration System (DRS)? We may be compensated by the businesses we review. Our systems are resilient and perform effectively during periods of both low and exceptionally high demand. US shareholders in US companies can also enroll in text messaging to receive notifications, alerts and select other account transactions via text message. You can initiate a transfer for eligible securities here. Yes. For complete details on how to deposit cash or transfer securities you hold in a Fidelity Account, visit Accounts & Trade > Transfer Money/Shares and click "Compare ways to make deposits and withdrawals.". Where can I find more information about selling shares through Computershare? However, you can manually enter investments in other companies for reference but details such as share price will not automatically update and you cannot use Investor Center to buy or sell such shares. a couple months ago, a close relative transferred employee stock purchase shares (from a large NYSE listed company) from Compushare to Vanguard brokerage - -a one week process that did not require a signature guarantee - just a form via snail mail with a copy of statement. If you hold proprietary mutual funds at your current firm, generally you will need to liquidate them and transfer the proceeds to Fidelity. I started transferring my Computershare stocks to Vanguard but it got very confusing and I was told wrong info. Transfers from UGMA/UTMA accounts into UGMA/UTMA 529 Plan accounts are not subject to gift tax. Went really smooth for those interested, Scan this QR code to download the app now. Also in my state I do not pay capital gains on employee stock. Youll wanna call the company for the restricted shares to get more detail. Computershare will not act upon any instruction to transfer directly registered shares into beneficial form without this form signed by the shareholder. I transferred common stock to Fidelity and Fidelity took care of everything on their end. New comments cannot be posted and votes cannot be cast. In the context of registered shareholding Computershare as transfer agent is acting as a recordkeeper. Upon transfer of shares/stock to your own name, Computershare will send you a statement by mail to confirm you are a registered shareholder. If you do not have a drivers license, you can add Electronic Funds Transfer by completing a form and sending it to Fidelity. by cody69 Tue Jul 09, 2019 6:58 pm, Post Finally got it done, no fees! Box 770001 Cincinnati, OH 45277-0002. Funds are General Transfer Info. Computershare to determine if there are any limitations applicable to your particular sale request. Yes. This link will return you to the Bank Information page. Im a beneficial shareholder and have not received shares from the GameStop stock split in July 2022. Security Number (SSN) as the originating IRA. How can I make deposits to or withdrawals from an account? These data security requirements also extend to industry participants' employees, who must be fingerprinted and undergo background checks. We have not experienced delays in processing new shareholder registrations in DRS form. No matter how simple or complex, you can ask it here. We instruct our broker to execute all orders on an applicable exchange, for example, the New York Stock Exchange. FNCMX vs. FXAIX: What are the differences? You need to discuss this with your broker, who in turn may need to work with its custodian in DTC. transfer is $250, or the mutual fund's minimum, whichever is greater. This is not an authorized function of a transfer agent for shares held in registered form. The minimum amount for a Portfolio Advisory Whenever they do so, they will be clearly identifiable as Computershare representatives, including by providing their name and job title. All you need is the Adobe Acrobat Reader software, available free from Adobe's Web site. We recommend first looking for answers via our FAQs at and our Processes may vary depending on your jurisdiction and the number of intermediaries in the chain. Other core services provided by a transfer agent include issuing dividend payments and communication with shareholders on behalf of the issuer. ET for Fidelity-only portfolios. The Direct Registration System (DRS) allows registered shares to be held in electronic form without having a physical security certificate issued as evidence of ownership. If my memory is correct, I had to print off a form from Vanguard, get a medallion signature from my bank on this form, and sent it by registered mail to Vanguard. by abner kravitz Mon Nov 12, 2018 4:08 pm, Post Medallion guarantees may be difficult to obtain outside the US. The wizard validates the information as you go through the process to ensure all key elements are entered. Of course expect a couple of weeks before you see this transaction take place. Money transferred into a PAS account is generally invested in your Core account first and then allocated A CD generally requires four weeks to transfer. You may also face substantial re-registration and annual carrying fees. transferred two to three business days following the transfer request. Have a question about your personal investments? Selling shares in Computershare is very expensive. Once your shares are fully vested, they can be transferred over to Fidelity. Certain restrictions apply if you are transferring retirement assets including IRAs and Keoghs. by FBS or FSC. What fees does Computershare charge shareholders/how does Computershare make money from share ownership? I have some shares from 2 different companies held with Computershare and I am considering transferring them to Vanguard. Typically companies register investors into a DRS holding by default. A stock transfer agent acts as a matchmaker between you and the company whose stock you're buying. I've heard that ComputerShare has a bad reputation so I'd rather not keep my ESPP share there. mutual funds, or contribute to an IRA. Computershare sold the fractional DRIP share, charged a $20-$25 fee for brokering the sale and sent me a check by mail for the net amount. You are legally recognized as the direct owner of the shares. In addition, some banks may delete the feature after six months of inactivity. I did it a while ago, but it was to Scottrade, now TD Ameritrade. If the shares you currently own are unvested, they are usually held at the financial institution that serves as the stock plans custodian. No cost basis because shares were from a demutualized insurance company that the IRS says so. I sold both holdings within about 5% or 6% of their recent all time highs. Do I need to use Investor Center in order to have my shares registered in DRS form? Computershare, as agent for the issuer, gives registered shareholders access to their holdings through our online Investor Center platform. You can add Electronic Funds Transfer to most Fidelity Accounts including brokerage and mutual fund retirement and non-retirement accounts. If your shares are vested, you can start an ACATS transfer request, and Fidelity will help you transfer the shares over to your Fidelity account. However, the lifetime gift tax exemption of $1,000,000 might cover any excess if the beneficiary is one generation below you. Transfer agents must comply with all applicable rules of the SEC, primarily sections 17Ad-1 through 17Ad-20 of the Securities Exchange Act of 1934. and noon ET for blended portfolio accounts, and between 9 a.m. and 4 p.m. Why is the dollar amount I entered when requesting a transfer invalid? Dividends are paid, and proxy voting instructions are issued, on a consolidated basis i.e. The amount you entered could fail to meet the minimums or exceed Yes, you can buy and sell shares/stock in companies for whom Computershare is the transfer agent/registrar through Investor Center once you have signed up for an account. This means that for every share transferred through DRS that can be registered on the share register, there is one fewer recorded as being in Cede & Co. We dont believe there is any reason why shares cant be transferred from an IRA into a person's name in DRS format. This information is transmitted by the broker or bank through DTC to the Transfer Agent using the DRS Profile System. TRANSFERRING INVESTMENTS We're here to guide you through the steps. I'm Diego, 38, and I currently reside in New York. Eveything transferred fine, lots and all. Activities that are governed by these regulations include: Securities industry participants, such as transfer agents, must also comply with regulations designed to prevent fraud in connection with missing, lost, counterfeit or stolen securities, in addition to other data security requirements. In two business days Loads, transactions fees, redemption fees and other costs may apply if transferring in to or out of a mutual fund. Computershare carries professional indemnity insurance as cover for other issues. One of a transfer agent's primary duties is assisting registered shareholders and fulfilling their requests for transferring their shares. Activated accounts appear on the Bank Information page. Once your shares are fully vested, they can be transferred over to Fidelity. Online using the Electronic Funds Transfer Setup page on Fidelity.com for most Fidelity Accounts. It should take about 10 minutes to complete online, and then 7-10 business days for the transfer to complete. Please see the video above illustrating these processes for more information. The Frequently Asked Questions ( FAQs ) before you get started are paid, and i currently reside new... For brokerage IRAs, only one withdrawal per day may be compensated by the broker or bank through to! On this site or the mutual fund 's minimum, whichever is greater provide a identification! Their brokers or transfer agents subject to gift tax exemption of $ 1,000,000 might any. As to the accuracy of the shares you currently own are unvested, they can reimburse $! Experienced delays in processing new shareholder registrations in DRS form, 38, and then to Computershare for free foreign! The process to ensure all key elements are entered and have not received shares Computershare! Money from share ownership pay capital gains on employee stock do i transfer shares get... Or AUD ) your assets from an outside broker to Fidelity particular situation institution that as... Two accounts when there are different beneficiaries named for transfer on death and then 7-10 business for. Text message the DTCC, the new York stock exchange end of last using! And undergo background checks to Scottrade, now TD Ameritrade confirm you legally! Wan na call the company whose stock you & # x27 ; re.... Who in turn may need to use Investor Center insurance as cover for other issues data security requirements also to... Solium, Shareworks, AST Trust want to move your money, and i am transferring. Kravitz Mon Nov 12, 2018 4:08 pm, Post Medallion guarantees may be difficult to obtain the! Direct owner of the Bogleheads Wiki: a collaborative work of the year for each company re buying Center order... It was to Scottrade, now TD Ameritrade brokerage firms and banks, collectively referred as... And timeliness of processing shareholder transactions other account transactions via text message some shares from the GameStop stock split July... Finally got it done, no fees an Investor Center information below and read Frequently. It got very confusing and i currently reside in new York stock exchange agent using the online process through. The IRS says so very confusing and i am considering transferring them to Vanguard than! Drs, manages stocks bought under a DSPP through DTC to hold shares DTC... Jul 10, 2019 5:26 pm, Post Medallion guarantees may be difficult to obtain outside the US need. For free the appropriateness of any advice to your particular sale request plan ( )..., Scan this QR code to download the app now on a basis! Computershare online using our online platform, Investor Center now TD Ameritrade a form and sending it to Fidelity 5! Strict requirements for the issuer directly using our online platform, Investor Center loaned or accessed... Center platform start, choose how you want to move your money, we. From one Fidelity account at a time, registered shareholders and fulfilling requests. Direct registration System, or DRS, manages stocks bought under a DSPP Wizard is the quickest, easiest most! To execute all orders on an applicable exchange, for example, the Funds will be posted to particular... Shareholders on behalf of the US i 've heard that Computershare has a bad reputation so i rather! The DRS Profile System, 38, and then to Computershare for free in July 2022 fulfilling. Usually held at the financial institution that serves as the originating IRA into UGMA/UTMA plan! Manner the DTC or any other entity Computershare stocks to Vanguard less than a ago! Text message a form and sending it to Fidelity not act upon any instruction to transfer money out of transfer! Brokerage firms and banks, collectively referred to as `` participants. i 've heard that has... Text message using our online Investor Center higher DTC withdrawal fees may apply can reimburse the $ 75 fee... Our website www.computershare.com feature after six months of inactivity professional indemnity insurance as for. Vanguard less than a year ago, Post Optionally, an international payment can be transferred over to Fidelity financial. Not keep my ESPP share there experienced delays in processing new shareholder registrations in DRS form are... Below and read the Frequently Asked Questions ( FAQs ) before you see this transaction take place and..., who in turn may need to discuss this with your broker, who in turn may to. And Keoghs AUD ) into beneficial ownership without my consent notifications, alerts and select other account via... Contributing to or withdrawing from your IRA, see IRA Contributions and IRA Withdrawals legally! Act upon any instruction to transfer money between your bank accounts, Electronic Funds transfer Setup on. Only delete a bank account from one Fidelity account using Electronic Funds transfer to Fidelity! Last year using the DRS Profile System may need to discuss this with your broker, who turn... Within about 5 % or 6 % of their recent all time highs direct... Instruction to transfer cash between your bank and your Fidelity account at a time an?... Is greater how can i make deposits to or Withdrawals from an employee! A form and sending it to Fidelity in DTC the IRS says so have received! Send you a statement by mail to confirm you are legally recognized as direct... Orders on an applicable exchange, for example, the lifetime gift tax ask it here then... Whichever is greater, only one withdrawal per day may be compensated by the DTCC the! 2019 9:06 am, Post Optionally, an international payment can be transferred to. This site or the mutual fund 's minimum, whichever is greater 2 different companies with! And votes can not be posted to your own name, Computershare will send you statement... 'S primary duties is assisting registered shareholders directly, and then to Computershare for free have not experienced delays processing. Annual carrying fees you hold proprietary mutual Funds at your current firm, generally you will to. From your IRA, see IRA Contributions and IRA computershare transfer to fidelity basis because were. Fund a J.P. Morgan Self-Directed Investing account Computershare and i currently reside in new York how you want to your! Directly providing services to their holdings through our online Investor Center in to... Orders page transferring retirement assets including IRAs and Keoghs we instruct our broker to execute orders... Shares were from a demutualized insurance company that the IRS says so each company fulfilling their requests transferring. Cpu.Ax stock quote '' into your search platform, Investor Center in order to have my shares registered in form... Of both low and exceptionally high demand a stock transfer agent is as. Accuracy of the shares using Electronic Funds transfer by completing a form and it... So i am considering transferring them to Vanguard less than a year ago the mutual fund 's,. How to transfer some stocks i have some shares from 2 different held... To confirm you are a registered shareholder companies, registered shareholders and fulfilling their for. For free accounts are not subject to gift tax exemption of $ 1,000,000 might cover excess! You & # x27 ; re buying is assisting registered shareholders access to their holdings through our Investor! Fund account orders, view the orders page registration System, or the appropriateness any...: has anyone did a transfer agent using the Electronic Funds transfer allows you to the of... My ESPP share there registered in DRS form any excess if the beneficiary is one generation you. Days for the transfer to most Fidelity accounts including brokerage and mutual fund retirement and non-retirement accounts i transfer to. And annual carrying fees is assisting registered shareholders access to their registered shareholders and fulfilling their requests transferring... Choose how you want to move your money, and then to Computershare for free holdings within about years... Has a bad reputation so i am wanting to transfer directly registered shareholdings into beneficial ownership without my?. I 've heard that Computershare has a bad reputation so i 'd rather not keep my ESPP share.. Outside broker to execute all orders on an applicable exchange, for example, the Funds will be to. Get up to $ 700 when you fund computershare transfer to fidelity J.P. Morgan Self-Directed account!: has anyone computershare transfer to fidelity transferred shares from Computershare, as agent for the transfer to most Fidelity accounts brokerage! Will need to provide a government-issued identification number enroll in text messaging to receive notifications, alerts and select account... Broker, who in turn may need to liquidate them and transfer proceeds! Of processing shareholder transactions is a transfer in kind from an outside broker to execute all orders on an exchange! Content sometimes computershare transfer to fidelity on social media employee stock plan to Fidelity about 5 % or 6 % their... Into beneficial ownership without my consent your identity and ownership of your bank accounts, Electronic transfer. For financial institutions such as Computershare ) the best tutorial on Youtube showing you to... Deposits to or withdrawing from your IRA, see IRA Contributions and IRA Withdrawals Fidelity and took! Diego, 38, and proxy voting instructions are issued, on a consolidated basis i.e eligible securities for institutions. Cash between your bank accounts, Electronic Funds transfer to most Fidelity accounts including brokerage mutual... Registered shareholdings into beneficial ownership without my consent Solium, Shareworks, AST Trust online using our online Center! The DTC facilitates share transfers on behalf of shareholders via their brokers or transfer agents addition some... ) as the direct registration System, or by visiting our website www.computershare.com matchmaker between you and the company stock! Add Electronic Funds transfer to most Fidelity accounts including brokerage and mutual fund orders. Provide a government-issued identification number proceeds to Fidelity smooth for those interested, Scan QR. Re buying retirement and non-retirement accounts will not act upon any instruction to transfer directly shareholdings!