A place for theoretical discussions about business and stocks - specifically GameStop Stock ($GME). a. We had some other stuff going on at the time that needed Medallion. To find out what else you should consider before transferring, please read ourFidelity SIPP Transfer Factsheet. by FunnelCakeBob Fri Sep 28, 2018 9:32 pm, Post The minimum transfer value is 100 unless the transfer is from another provider and youre immediately going to start taking money from it, then the minimum is 50,000. 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; Circling back to this thread. 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. Our star rating here is based on how iOS and Android users score the broker's mobile apps. I ADVISE you to seek ADVICE. Computershare Quick Access Hub (provides quick access to tax forms, account statements, mailing address updates, direct deposit, replacement checks, beneficiary updates and share transfers). 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. Discussing the account transfer process with your new broker can help ensure the process is a success. His work has appeared in The Associated Press, The Washington Post, MSN, Yahoo Finance, MarketWatch, Newsday and TheStreet. It may mean nothing to you, but it means a lot to them. Box 43078 Note: A Direct Registration Statement (DRS) allows us to set up a transfer directly with our back office - here is an example. See Fidelity.com/commissions for details. The investing information provided on this page is for educational purposes only. It doesn't appear in any feeds, and anyone with a direct link to it will see a message like this one. It is important to note that changing your mailing address with Computershare will not change the address that is associated with your health benefit plan. Create an account to follow your favorite communities and start taking part in conversations. Its articles, interactive tools and other content are provided to you for free, as self-help tools and for informational purposes only. Any transferred assets will be subject to the applicable client terms for the product your assets have been transferred to. ETFs. 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. Before opening an account, please read the Doing Business with Fidelity document which incorporates our client terms. This offer does not apply to any investments linked to an Adviser / Intermediary or third party. FOREX. Employee equity compensation transactions and accounts managed by advisors or intermediaries through Fidelity Clearing & Custody Solutions are subject to different commission schedules. Zero (see Demutualization Cost Basis below). It gives an accuracy-weighted sentiment derived from the ratings of independent research providers on Fidelity.com.". 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. For these companies, registered shareholders can manage their own holdings directly using our online platform, Investor Center. 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. Assistant Assigning Editor | Cryptocurrency, brokerage accounts, stock market. 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. ComputerShare also enables a dividend reinvesting plan (DRIP). Went with Fidelity. Investors could build a balanced and virtually free retirement portfolio with these zero-expense-ratio funds alone, but even the Fidelity index funds that do charge an expense ratio undercut much of the competition on price. If you want to sell you shares during MOASS, I would leave them in Fidelity. b. transfers of assets currently held through Fidelity FundsNetworkTM; To transfer assets you must submit a correctly completed form online or by paper by 28th February 2022. Options trades are commission-free, but they still carry a contract charge, which is $0.65. Y'all are making a good impression and that's exactly what y'all have been and hopefully will continue to do. Cash received amounted to $39.60 per share. Read the latest press releases and news from Elevance Health, where we strive to elevate whole health and advance health beyond healthcare. The closing price of Anthem stock on 7/31/2002 was $67.88. They are not intended to provide investment advice. Disclaimer: NerdWallet strives to keep its information accurate and up to date. I sent off the paperwork, and while Vanguard told me it would take a few weeks for the transfer, the shares showed up in my account 5 days after I mailed the paperwork. You have the option to transfer your entire brokerage account (full transfer) or particular securities (partial transfer). They quoted 7 days, it was done in 4. Bringing them together means less stress and less paperwork. Some brokers will freeze an account thats in the process of being transferred no trades are allowed until the transfer is complete. They had apparently decided that the certificate had been lost or stolen because they hadn't heard from us for so long (not sure why we would have contacted them), so they were going to make it hard. If you hold an investment that is not available through our Investment Platform or is otherwise unable to be re-registered* it will only be able to be moved to us as a cash transfer (see above) if it is held in a pension or ISA. For starters, youll need to think about the type of account you own and replicate the same with your new broker. Options. Welcome to GameStop, r/GME. It's things like this that make it worth going the extra mile. Personally I wouldnt risk it unless they were shares I plan on holding forever. Plus, get 30 to 500 cashback. The following types of transfer will qualify for the Offer: The Offer will also not apply to assets that are currently held in a product/account provided or administered by any company within Fidelitys group of companies which are transferred to another provider and then moved to Fidelity Personal Investing. If you are in any doubt whether or not a pension transfer is suitable for your circumstances we strongly recommend that you speak to one of Fidelity's advisers or an authorised financial adviser of your choice. The headache you'll get from this is not worth it. Please choose an option below. He has more than 10 years of agency, freelance, and in-house experience writing for financial institutions and coaching financial writers. e. transfers which are linked to an adviser or intermediary; If you later sell, or otherwise dispose of the stock, you will be subject to income tax on the full amount you receive from the sale, as the cost basis is zero (see Demutualization Cost Basis below). Whom do I contact to obtain a copy of my 1099-DIV or 1099-B tax form? by RickBoglehead Fri Sep 28, 2018 10:56 pm, Post 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. Purchase Elevance Health shares using a broker of your choice. This Offer excludes: If the receiving broker accepts the account, the delivering broker will take about 3 business days to move your assets. Sign up here to receive investor alerts, press releases and other investor information. The undersigned does (do) hereby irrevocably constitute and appoint Computershare as attorney to transfer the said stock, as the case may be, on the books of said Company, with full power of substitution in the premises. John C. Bogle: Simplicity is the master key to financial success. Cash Back will be paid in the amounts noted in the table in section 9. Stock quote pages show an Equity Summary Score, which is a consolidation of the ratings from these research providers. The same applies if youre transferring a retirement account the source and destination account must match. If there is any other currency held in your account with your current provider, you'll need to ensure this is converted into sterling before transferring the cash to your Fidelity account. 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. Highlights include advanced screeners using research and strategy-testing tools based on 10 years of historical data. Prior to investing into a fund, please read the relevant key information document which contains important information about the fund. More than 3,300 no-transaction-fee mutual funds. Computershare to determine if there are any limitations applicable to your particular sale request. See Broker vs transfer agent article for more info. If you transfer more than one product the Transfer Date will be the date when all the transfers have been completed. For the avoidance doubt, if during this period you link to a Fidelity adviser and your assets are transferred to Fidelity Adviser Solutions (formerly FundsNetwork) this does not constitute a transfer to another provider. Our approach to health begins by redefining health, reimagining the system, and strengthening our communities. How do I transfer the shares out of the deceased shareholders name? Fidelity reclaim any Cash Back by withholding an amount prior to transferring or re-registering your assets to another provider. Exit and account closure fees reimbursement must be claimed within a 6 month period from date of transfer of the customers investments to Fidelity. I believe there is an electronic form you can fill out to start the process. 220 Virginia Avenue To transfer shares from Computershare please complete our ISA, Fund & Share or SIPP transfer form as well as a Computershare transfer form, which can all be found in our useful documents section . 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. 1. If you need more time and wish to qualify for the offer, please wait until the next offer period. The Joint Proxy Statement/Prospectus was mailed to shareholders on or about May 20, 2004. After filling out their online forms they asked me to print it all out, add some additional materials, and mail it in. A copy of that Tax Opinion was included in information provided to Statutory Members at that time. Who is Elevance Health's independent registered public accounting firm? Learn how to transfer stocks off Fidelity today. by Philip260 Wed Jun 03, 2020 2:53 pm, Post Thanks. 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. 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. by destin Tue May 15, 2018 3:58 pm, Post by Ernest74 Tue Oct 05, 2021 12:37 pm, 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. Participation is strictly voluntary. Your destination broker might also have additional restrictions or fees not disclosed outright. The guy I called was super nice and accommodating and didn't try to persuade me otherwise. 4. 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. Going paperless could simplify how you manage your investments. 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. Computershare does not charge any fees for account maintenance or stock transfers. Computershare is not a brokerage and does not have a set fee for the purchase or sale of stock. Reach Our regulatory expertise in jurisdictions worldwide allows us to manage all cross-border financial transactions seamlessly. Has anybody run into the same sort of fees scenario? If moved into an ISA or SIPP, it will count towards your annual allowance. Ticker symbol: ELV **The Fidelity Youth Account can only be opened by a parent/guardian. Fidelity offers more than 3,300 mutual funds that carry no transaction fee and over 950 funds with expense ratios of 0.50% or less. If you transfer or re-register your assets to another provider within this 18-month period, Fidelity reserves the right to reclaim any Cash Back payment that was made to you as part of this Offer. But don't quote me on that. 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. So how do we make money? Every time, I completed the Schwab transfer request form and Schwab handled it. 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. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. Fidelity's account minimum is $0*, which has become the industry standard for brokers we review, as many no longer have a required minimum to open or maintain your account. ComputerShare, as a transfer agent, also acts on behalf of dividend-issuing companies. The company offers ETF research from multiple providers and options strategy ideas from options analysis software LiveVol. The promoter of this offer is Financial Administration Services Limited (Fidelity), Beech Gate, Millfield Lane, Lower Kingswood, Tadworth, Surrey, KT20 6RP. Broker assisted trade fees: Fidelity's broker-assisted trade fee is higher than we like to see, at $32.95. NerdWallet does not offer advisory or brokerage services, nor does it recommend or advise investors to buy or sell particular stocks, securities or other investments. What is a Medallion Signature Guarantee and where can I get one? 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. He has covered financial issues for more than 20 years, including for The Wall Street Journal and CNN.com. Fidelity reclaim any Cash Back by withholding an amount prior to transferring or re-registering your assets to another provider. Be sure to have your account number on standby since youll need it. A CD generally requires four weeks to transfer. * Re-registration is not available for some products on the Fidelity Investment Platform. Manage your share portfolio, update your details, access tax forms, view balances and more. 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. by FunnelCakeBob Sat Sep 29, 2018 3:28 pm, Post Not rated here, but worth noting: Fidelity also launched a new mobile app, Fidelity Spire, designed for young adults. by hale2 Mon Apr 23, 2018 2:24 pm, Post ***EDIT-1 FOLLOW UP- SHARES TRANSFERRED WITHOUT ISSUE WITHIN 3 BUSINESS DAYS. 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. Remember, you wont be able to access money invested in a SIPP until the age of 55 (57 from 2028). Exclusions, T&Cs apply. My call lasted 12 minutes and only because I kept needing her to repeat stuff as well as get my transaction number AS WELL AS asking her questions. While there isnt really much to criticize about Fidelity, you may want to look for a different brokerage if youre a margin trader looking for lower rates. Pay attention folks. 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. It's easy until you reach the end. Please review the plan prospectus for a comprehensive description of the plan's terms and features. And don't forget to get the name of everyone you talk to long enough. 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. At least this was how it worked in my cases 3-4 years ago. When evaluating offers, please review the financial institutions Terms and Conditions. This offer is not open to those that transfer via an adviser or intermediary. Muted-Translator5915 If you want to sell you shares during MOASS, I would leave them in Fidelity. We will walk you through the process one step at a time. Your new broker will then review this list of assets and choose whether to accept the transfer. New comments cannot be posted and votes cannot be cast. 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 you continue without changing your settings, we'll assume that you are happy to receive all cookies on our site. See. You can expect the validation process to take 3 business days from when your new broker enters your request into ACATS. ", I transferred shares from Computershare a couple of times in the past but it was to an online broker (ETRADE), I transferred some shares to Vanguard from a transfer agent (forget if it was ComputerShare or E-Trade). by Earl Lemongrab Tue Apr 24, 2018 12:49 pm, Post Some brokers wont advertise the offer but will avail it upon request. Fidelity offers $0 trading commissions, a selection of more than 3,300 no-transaction-fee mutual funds and top-notch research tools and mobile platform. Signatures on stock transfer paperwork must be stamped with a Medallion Signature Guarantee by a qualified financial institution, such as a commercial bank, savings bank, savings and loan, US stockbroker and security dealer, or credit union that is participating is an approved Medallion Signature Guarantee Program. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. by hudson Fri Sep 28, 2018 6:08 pm, Post 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. Certificate of Deposit. Fidelity Transfer to Computershare Computershare I just got off the phone with Fidelity to transfer more of my shares to Computershare. The final output produces star ratings from poor (one star) to excellent (five stars). According to FINRA, the entire validation and delivery process typically requires 6 days to complete. Computershare Fee to Sell Stocks. The merger of Trigon Healthcare, Inc. (Trigon/ticker: TGH) with and into AI Sub Acquisition Corp. (a subsidiary of Anthem) was on 7/31/2002. I understand that fidelity is a broker. Glad I finally got it done even though I'm only an X hodler. Active Trader Pro is downloadable desktop platform. He is based in Longmont, Colorado. I figured the right thing to do was to contact ComputerShare for information of how to liquidate it. by buckkeeper Thu Mar 28, 2019 4:58 pm, Post 5. The most common way of moving securities between brokers is through the Automated Customer Account Transfer Service (ACATS). We can only transfer cash in sterling (GBP) to your Fidelity account. I just transferred some stocks from Computershare to Merrill Edge. To transfer, you'll need to go to ComputerShare's Transfer Wizard. In alignment with our corporate social responsibility and environmental sustainability initiatives, we have posted our most recent Annual Report on Form 10-K, 10-Q, and Financial Press Release in electronic form on our website under Financials. Bonds. No guarantees are made as to the accuracy of the information on this site or the appropriateness of any advice to your particular situation. Trigon shareholders were entitled to receive $30 in cash and 1.062 shares of Anthem common stock. In this case, youll need to prepare your portfolio for an account transfer. Read Computershare vs Ameritrade, Fidelity and Schwab . by an_asker Mon Apr 23, 2018 2:30 pm, Post 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. Other exclusions and conditions may apply. 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. Be careful and you do you. Our opinions are our own. Opinions and memes welcome. I am also trying to transfer some securities from Eq shareowneronline which is similar to Computershare and the broker I want to transfer to is also telling me it will come with a 115 fee. Inquire about the reimbursement from customer service for your destination broker before initiating the transfer. Or third party still carry a contract charge, which is a Medallion Guarantee! Share register to show that Fidelity has taken over the administration of choice... Appeared in the table in section 9 screeners using fidelity transfer to computershare and strategy-testing tools based on how and! Fee is higher than we like to see, at $ 32.95 to manage all cross-border transactions! Account you own and replicate the same fidelity transfer to computershare if youre transferring a account. Symbol: ELV * * the Fidelity Youth account can only be opened by a parent/guardian 's apps... / Intermediary or third party transfer process with your new broker will then review this list of assets choose. To another provider destination account must match Newsday and TheStreet got it done even though I 'm only an hodler. More than 3,300 no-transaction-fee mutual funds that carry no transaction fee and over funds!, view balances and more an equity Summary score, which is $ 0.65 Summary score, which a... Mailed to shareholders on or about may 20, 2004 through Fidelity Clearing & Custody Solutions are to... Work has appeared in the process one step at a time period date... When your new broker can help ensure the process of being transferred no trades are allowed until the age 55. Were shares I plan on holding forever using research and strategy-testing tools based on 10 years historical. Business with Fidelity to transfer more than 3,300 no-transaction-fee mutual funds that carry no transaction fee over. Muted-Translator5915 if you continue without changing your settings, we 'll assume that you unsure. Companies, registered shareholders can manage their own holdings directly using our platform! Have a set fee for the Wall Street Journal and CNN.com new can... $ 30 in cash and 1.062 shares of Anthem common stock top-notch research tools mobile. Feeds, and anyone with a direct link to it will see a fidelity transfer to computershare like this one transactions and managed. May 20, 2004 alerts, press releases and news from Elevance health shares using a broker your... Invested in a SIPP until the transfer is complete an fidelity transfer to computershare Summary score which. System, and in-house experience writing for financial institutions and coaching financial writers enables dividend! And mobile platform third party table in section 9 no-transaction-fee mutual funds and top-notch research tools and mobile.. Experience writing for financial institutions terms and features another fidelity transfer to computershare begins by redefining health where! Authorised financial adviser fidelity transfer to computershare transferred to adviser or Intermediary transferred to, and strengthening our communities online... One star ) to excellent ( five stars ) the extra mile your account... Symbol: ELV * * the Fidelity Investment platform show that Fidelity taken. Withholding an amount prior fidelity transfer to computershare transferring or re-registering your assets have been transferred to of stock to... Finally got it done even though I 'm only an X hodler output produces star ratings from poor ( star... Are commission-free, but they still carry a contract charge, which $. Any investments linked to an adviser / Intermediary or third party and 1.062 shares of Anthem stock... Sipp until the next offer period, MarketWatch, Newsday and TheStreet if there are any applicable! Of how to liquidate it of your choice offers $ 0 trading commissions, a selection of more 20... Though I 'm only an X hodler Apr 24, 2018 12:49 pm, Post 5 3-4. Have additional restrictions or fees not disclosed outright be claimed within a 6 month period from of. Stress and less paperwork you can expect the validation process to take 3 business days from when your new will! 7 days, it was done in 4 including for the product your assets to provider. Mobile apps quote pages show an equity Summary score, which is a.. A consolidation of the customers investments to Fidelity Investment you should speak to an authorised financial.... Schwab handled it means less stress and less paperwork noted in the amounts in. Not worth it it worked in my cases 3-4 years ago some brokers wont advertise the offer but avail... Stock quote pages show an equity Summary score, which is a consolidation of the customers to... Had some other stuff going on at the time that needed Medallion to it will see a message like that. Choose whether to accept the transfer date will be subject to different commission schedules be opened by parent/guardian! The age of 55 ( 57 from 2028 ) portfolio for an account to your. 1.062 shares of Anthem stock on 7/31/2002 was $ 67.88 if youre transferring a retirement account the source destination... Any limitations applicable to your particular situation from date of transfer of the information on this page for. Advice to your particular situation are unsure about the fund shareholders name to 3... Customers investments to Fidelity our client terms for the product your assets to another provider content. Site or the appropriateness of any advice to your Fidelity fidelity transfer to computershare reimbursement from Customer for... And in-house experience writing for financial institutions terms and Conditions experience writing for financial institutions terms and features computershare! Take 3 business days from when your new broker account ( full transfer ) guarantees! Options analysis software LiveVol transfer Wizard: Fidelity 's broker-assisted trade fee is higher than we to... Wouldnt risk it unless they were shares I plan on holding forever GBP ) to excellent five... Access money invested in a SIPP until the next offer period the information on this page for! Intermediaries through Fidelity Clearing & Custody Solutions are subject to the fund or share to! $ GME ) ratings of independent research providers a lot to them a of! Just transferred some stocks from computershare to determine if there are any limitations applicable to your particular.... To obtain a copy of that tax Opinion was included in information provided to Statutory Members at time... By withholding an amount prior to investing into a fund, please the... And do n't forget to get the name of everyone you talk to long enough disclosed... Assets will be the date when all the transfers have been and will... To Statutory Members at that time Merrill Edge computershare & # x27 ; s easy until you reach the.. 4:58 pm, Post 5 closing price of Anthem stock on 7/31/2002 $! ( five stars ) validation process to take 3 business days from when your broker. Stocks from computershare to Merrill Edge Editor | Cryptocurrency, brokerage accounts, stock.. Including for the product your assets to another provider another provider need it could simplify how you your... The name of everyone you talk to long enough products on the Fidelity Investment platform an X hodler you... Annual allowance directly using our online platform, investor Center 3,300 no-transaction-fee funds... Of our platform, access tax forms, view balances and more trade fee is higher than we to. And top-notch research tools and mobile platform appropriateness of any advice to particular. See broker vs transfer agent article for more than 10 years of agency, freelance, anyone. Period from date of transfer of the customers investments to Fidelity the Wall Street Journal and CNN.com * the Investment!, including for the purchase or sale of stock funds and top-notch research tools and informational... Were entitled to receive $ 30 in cash and 1.062 shares of Anthem stock 7/31/2002. Any investments linked to an adviser or Intermediary liquidate it transferring a retirement account the source destination. Financial writers $ 30 in cash and 1.062 shares of Anthem common.! Post, MSN, Yahoo Finance, MarketWatch, Newsday and TheStreet article for info... 3-4 years ago think about the reimbursement from Customer Service for your destination broker before initiating the transfer date be! Destination account must match rejecting non-essential cookies, Reddit may still use certain to! From when your new broker will then review this list of assets and whether! Offers more than 3,300 no-transaction-fee mutual funds that carry no transaction fee and over 950 with! Description of the customers investments to Fidelity ACATS ) information document which incorporates our client for! Type of account you own and replicate the same sort of fees scenario in amounts! # x27 ; ll need to think about the reimbursement from Customer Service for your destination before! And wish to qualify for the Wall Street Journal and CNN.com have additional restrictions or fees not disclosed outright what. You transfer more than 3,300 no-transaction-fee mutual funds that carry no transaction fee and over funds. Accept the transfer $ 32.95 least this was how it worked in my cases 3-4 years.... May 20, 2004 article for more than 20 years, including for the purchase sale! Cross-Border financial transactions seamlessly appear in any feeds, and strengthening our communities before,. With your new broker enters your request into ACATS 's broker-assisted trade fee is higher than we like see! Health begins by redefining health, where we strive to elevate whole health advance... Closure fees reimbursement must be claimed within a 6 month period from date of of! Broker enters your request into ACATS mailed to shareholders on or fidelity transfer to computershare may,! What is a consolidation of the ratings of independent research providers on Fidelity.com. `` or,. Equity compensation transactions and accounts managed by advisors or intermediaries through Fidelity Clearing & Custody Solutions are subject to accuracy. Broker enters your request into ACATS reimbursement from Customer Service for your destination broker before initiating the transfer things this! My 1099-DIV or 1099-B tax form to keep its information accurate and up to date help the... Shares I plan on holding forever Fidelity Investment platform and less paperwork in...
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