9. * Re-registration is not available for some products on the Fidelity Investment Platform. Press J to jump to the feed. You can initiate a transfer for eligible securities here. If you have questions about the direct stock purchase and dividend reinvestment plan, please contact Computershare at (866) 299-9628. Please review the Plan Prospectus for details on our program. X and xx holders are the glue holding this rocket together my brother. We will not reclaim any Cash Back from assets within a SIPP, other pension or ISA. Its zero-fee index funds and strong customer service reputation are just icing on the cake. Be sure to have your account number on standby since youll need it. Fidelity Transfer to Computershare agent Hype/ Fluff Waiting for a review survey but wanted to give a big shout-out to Julia Burke. Do not sell or share my personal information. However, things like limited product offerings, draft fees and commissions, scarce educational resources or unresponsive customer service may trigger your search for a new broker. Yes, I was one who only moved a small portion over (20%). We will hold them as cash within your account until you decide what you would like to invest in. 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. administrator, executor/executrix, guardian or court appointed representative) Computershare is not a brokerage and does not have a set fee for the purchase or sale of stock. Bonds. The account, which allows a parent or guardian to monitor the teenager's activity, offers access to stocks and ETFs, including fractional shares. At least this was how it worked in my cases 3-4 years ago. They're all book entry, no longer in DRIP. Reddit and its partners use cookies and similar technologies to provide you with a better experience. The offering was made in connection with the conversion of Anthem Insurance Companies, Inc. from a mutual insurance company to a stock insurance company in a process called demutualization. According to FINRA, the entire validation and delivery process typically requires 6 days to complete. From the replies here, it looks like Vanguard has a mixed reputation when transferring from Computershare. Related content: Best Fidelity Mutual Funds, securely through CenterPoint Securities's website, Securely through Interactive Brokers website, securely through Charles Schwab's website. A Community for topics directly related to GameStop. 220 Virginia Avenue Pieces of history at this point. Fidelity Youth Account: The Fidelity Youth Account is an investment account designed for teenagers (ages 13 to 17)**. It was a cinch because I dealt only with ME. This offer is not open to those that transfer via an adviser or intermediary. 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. The Joint Proxy Statement/Prospectus was mailed to shareholders on or about May 20, 2004. What months are dividends typically paid? The company offers ETF research from multiple providers and options strategy ideas from options analysis software LiveVol. In this case, youll need to prepare your portfolio for an account transfer. 1. Educational resources for all levels of investor: The educational resources and research options on offer from Fidelity are some of the strongest among the brokers we review with strong resources for both beginning retirement investors and active stock traders. As for transferring ESPP shares, as I understand it, transferring shares counts as a disposition. The CMA is a separate account in your name that helps manage cash. Bringing them together means less stress and less paperwork. Who is Elevance Health's independent registered public accounting firm? Stock quote pages show an Equity Summary Score, which is a consolidation of the ratings from these research providers. REP MUST HAVE MISSPOKE OR JUMBLED WORDS TO MAKE 3-5 SOUND LIKE 35 BUSINESS DAYS***. Thanks. 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. Please review the. These investor-friendly practices save customers a lot of money. We believe everyone should be able to make financial decisions with confidence. 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. by dignan Tue Oct 05, 2021 11:56 am, Post The financial institution you are transferring from may charge fees. NerdWallets comprehensive review process evaluates and ranks the largest U.S. brokers by assets under management, along with emerging industry players. Terms and conditions for re-imbursement of exit fees. Box 43078 All financial products, shopping products and services are presented without warranty. At Vanguard, you will need to get the guarantee from a bank, etc. by moehoward Mon Apr 23, 2018 4:10 pm, Post Fidelity is one of the most well-rounded brokerages available today, with no commissions on stock or ETF trades and a selection of no-expense-ratio index funds suited to both beginner and active investors. How can I purchase Elevance Health common stock? Some brokers wont advertise the offer but will avail it upon request. 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. by an_asker Mon Apr 23, 2018 2:30 pm, Post If you hold proprietary mutual funds at your current firm, generally you will need to liquidate them and transfer the proceeds to Fidelity. You will need to sell them before you request your transfer. Cash received amounted to $39.60 per share. FOREX. For most shareholders, when you exchange your WellPoint Health Networks shares for WellPoint, Inc. shares and cash, you will have taxable income equal to the lesser of cash received or gain on WellPoint Health Networks shares. A notary stamp is not acceptable when transferring the ownership of stock. I did have 10 shares of a physical shares that mucked things up. Call was painless and customer service rep didn't bat an eye or give me any questions about the request. by destin Tue May 15, 2018 3:58 pm, Post The closing price of Anthem stock on 7/31/2002 was $67.88. Learn how to transfer stocks off Fidelity today. Ticker symbol: ELV This Cash Back Offer (the Offer) is available when you apply to transfer your pension(s), ISAs or other investment account assets between 7th July 2022 and midnight on the 6th October 2022. (b) If available, Market Order, Day Limit Order, and Good-Til-Canceled (GTC) Limit Order sale requests received at www.computershare . This information may be different than what you see when you visit a financial institution, service provider or specific products site. Fidelity's broker-assisted trade fee is higher than we like to see, at $32.95. *$0.00 commission applies to online U.S. equity trades and Exchange-Traded Funds (ETFs) in a Fidelity retail account only for Fidelity Brokerage Services LLC retail clients. All thats required of you is to instruct a stock transfer. Relatively high broker-assisted trade fee. Each share of Amerigroup common stock was converted into the right to receive $92.00 in cash. Fidelity doesnt offer volume discounts on options. Neither Elevance Health nor Computershare is recommending that you sell your shares or buy shares of Elevance Health common stock. by FunnelCakeBob Fri Sep 28, 2018 8:16 pm, Post Trigon shareholders were entitled to receive $30 in cash and 1.062 shares of Anthem common stock. What got my attention was that he told me the transfer would take up to 35 business days to complete. I understand that fidelity is a broker. NerdWallets comprehensive review process evaluates and ranks the largest U.S. brokers by assets under management, along with emerging industry players. We adhere to strict guidelines for. 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. If the cash transfer is not within a pension or ISA, that amount will not count toward your total for the Offer. Employee equity compensation transactions and accounts managed by advisors or intermediaries through Fidelity Clearing & Custody Solutions are subject to different commission schedules. Individuals. I don't get it. He is based in Longmont, Colorado. Its always a good idea to discuss, review and understand any specific policies, restrictions or constraints that may impact the transfer. Manage your share portfolio, update your details, access tax forms, view balances and more. **The Fidelity Youth Account can only be opened by a parent/guardian. You may also contact Computershare directly at (866) 299-9628 with questions about our direct stock purchase and dividend reinvestment plan. On 11/30/2004, WellPoint Health Networks Inc. (WellPoint Health Networks/ticker: WHN) merged with and into Anthem Holding Corp. and the company name changed to WellPoint, Inc. (ticker: WLP). Exit fees will be reimbursed for transfers and re-registrations and account closure fees will be reimbursed provided the conditions above are met. 2. when you open a new, eligible Fidelity account with $50 or more. In this case, you can call Fidelity at 800-343-3548 and make your closure request. 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. Limited time offer. 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. 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. And don't forget to get the name of everyone you talk to long enough. For example, a number of offshore funds cannot be re-registered. 8. Fidelity has a strong reputation for its mutual funds: The broker scores well across every funds category with a large selection of no-transaction-fee funds, including its Fidelity Zero index funds, which have no expense ratio and no minimum investment requirement. 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. Benzingas list of recommended brokers is a good place to start your search for Fidelity alternatives. These options are not listed in any order of relevance or preference. After filling out their online forms they asked me to print it all out, add some additional materials, and mail it in. It doesn't appear in any feeds, and anyone with a direct link to it will see a message like this one. Tiers apply. 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. Some investment choices, such as mutual funds, may require a minimum initial investment. Fidelity will not reimburse the customer for any loss of investment returns, loss of interest, dealing charges, penalties for transferring investments before their maturity dates or any other charges associated with your transfer or re-registration. Post By accepting all cookies, you agree to our use of cookies to deliver and maintain our services and site, improve the quality of Reddit, personalize Reddit content and advertising, and measure the effectiveness of advertising. For more details about the categories considered when rating brokers and our process, *$0.00 commission applies to online U.S. equity trades and Exchange-Traded Funds (ETFs) in a Fidelity retail account only for Fidelity Brokerage Services LLC retail clients. b. transfers of assets currently held through Fidelity FundsNetworkTM; Active Trader Pro is downloadable desktop platform. Any order of relevance or preference your junior ISAs over to us and start building up tax-free for! Your shares or buy shares of Elevance Health common stock service rep didn & # x27 t. Wont advertise the offer or buy shares of a physical shares that mucked up! The CMA is a good idea to discuss, review and understand any specific policies, restrictions or constraints may... 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