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. Computershare Quick Access Hub (provides quick access to tax forms, account statements, mailing address updates, direct deposit, replacement checks, beneficiary updates and share transfers). Better late than never, eh? 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. I transferred some MCD shares from Computershare to Vanguard last summer. Please keep in mind that youll need to make a one-off payment or start a regular savings plan to open an account. A copy of that Tax Opinion was included in information provided to Statutory Members at that time. Workplace Pensions - International employee, Select 50: our favourite funds - selected by experts, read our transfer guide, Moving your investments to Fidelity, complete the corporate nominee transfer instruction form, can change the cookie settings and view our cookie policy, The promoter of this offer is Financial Administration Services Limited (. Purchase Elevance Health shares using a broker of your choice. Our partners cannot pay us to guarantee favorable reviews of their products or services. A CD generally requires four weeks to transfer. The final output produces star ratings from poor (one star) to excellent (five stars). You can check this at the start of the transfer process. 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. If you transfer less than 10,000 you will not receive any Cash Back. Update your operating system NerdWallet strives to keep its information accurate and up to date. However, this does not influence our evaluations. Your allowance isnt affected when you transfer a pension or ISA. Super easy! NerdWallet does not and cannot guarantee the accuracy or applicability of any information in regard to your individual circumstances. A Medallion Signature Guarantee confirms the identity, signature and legal authority to transfer securities. If your shares are held in a stock brokerage account or by a bank, or other nominee, please contact your broker, bank or other nominee directly for assistance. You cant transfer assets from a leveraged account into a cash account. Your new broker can provide this form. What is a Medallion Signature Guarantee and where can I get one? Other fees or charges unconnected with the transfer will not be reimbursed. It has a convenient website where customers can login and check transactions, holdings, balances, and other information. Glad I finally got it done even though I'm only an X hodler. These investor-friendly practices save customers a lot of money. When evaluating offers, please review the financial institutions Terms and Conditions. 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. Manage your employee portfolio, access tools and support features The Fidelity Youth Account is an investment account designed for teenagers (ages 13 to 17)**. Account fees (annual, transfer, closing, inactivity), Number of no-transaction-fee mutual funds. They said the transfer would then take about four weeks. 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 . If youre reasonably satisfied with your current broker, theres probably no reason to transfer your account. Here is a list of our partners. OK92033) Property & Casualty Licenses, NerdWallet | 55 Hawthorne St. - 11th Floor, San Francisco, CA 94105, Fidelity Investments Review 2023: Pros, Cons and How It Compares. The company offers ETF research from multiple providers and options strategy ideas from options analysis software LiveVol. The scoring formula for online brokers and robo-advisors takes into account over 15 factors, including account fees and minimums, investment choices, customer support and mobile app capabilities. 5. Quarterly dividends are typically paid in March, June, September and December. Those funds come from Fidelity and other mutual fund companies. Subject to section 5, the Offer is available to anyone who completes a transfer of their assets from other providers to Fidelity Personal Investing. I did have 10 shares of a physical shares that mucked things up. Account eligibility limited to teens aged 13-17. f. transfer of Junior SIPPs; Junior ISAs and If your brokers customer service is so hard to catch, its time to comparison-shop. Cash Back will be paid in the amounts noted in the table in section 9. Be sure to have your account number on standby since youll need it. We collect data directly from providers through detailed questionnaires, and conduct first-hand testing and observation through provider demonstrations. Remember, you wont be able to access money invested in a SIPP until the age of 55 (57 from 2028). Has anybody run into the same sort of fees scenario? 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. The normal advice on this forum is to pull shares when you transfer brokers. 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. If moved into an ISA or SIPP, it will count towards your annual allowance. Its articles, interactive tools and other content are provided to you for free, as self-help tools and for informational purposes only. by Ernest74 Tue Nov 16, 2021 7:40 am, Post Read the latest press releases and news from Elevance Health, where we strive to elevate whole health and advance health beyond healthcare. The following types of transfer will qualify for the Offer: Are they sent to the new broker automatically? In connection with the demutualization and as required by the Plan of Conversion approved by the Indiana Commissioner of Insurance, we received a Tax Opinion to the effect that the tax basis of the shares of common stock to be received by Eligible Statutory Members of Anthem Insurance in the demutualization would be zero. 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. For those who received shares, the number of shares received was determined based on an actuarial formula calculated for each eligible line of business. Pre-qualified offers are not binding. To get the best experience of our website and enhanced security, pleaseupdate your operating system. How can I find out about Elevance Healths dividend history? by FunnelCakeBob Sat Sep 29, 2018 3:28 pm, Post P.O. Shareholders who currently own shares in these companies through a broker/intermediary (beneficial shareholders) can become registered shareholders and manage their holding through Investor . Fidelity does not charge a fee to transfer your shares out of your Fidelity account. They quoted 7 days, it was done in 4. We have authorized our transfer agent and registrar, Computershare, to administer a sales program through the Direct Registration System (DRS). Our approach to health begins by redefining health, reimagining the system, and strengthening our communities. Pre-qualified offers are not binding. Perform a full comparison between Fidelity and each of the brokerage alternatives youre weighing. The closing price of Trigon stock on 7/31/2002 was $101.71. See Broker vs transfer agent article for more info. None of this is financial advice. Effective 6/28/2022, we became Elevance Health, Inc. and changed our stock ticker symbol from ANTM to ELV. 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. Create an account to follow your favorite communities and start taking part in conversations. How can I get a copy of the annual report to shareholders? The stock ticker symbol was changed from WLP to ANTM. After filling out their online forms they asked me to print it all out, add some additional materials, and mail it in. by retouch1213 Fri Sep 28, 2018 2:15 pm, Post By accepting all cookies, you agree to our use of cookies to deliver and maintain our services and site, improve the quality of Reddit, personalize Reddit content and advertising, and measure the effectiveness of advertising. Anyone else getting this disclaimer when they call now? Ernst & Young LLP has served as our independent registered public accounting firm since our initial public offering in 2001. Chris Davis is an assistant assigning editor on the investing team. Cash Back payments will be paid to your Cash Management Account (CMA) within 90 days following closure of the Offer (6th October 2022). He has more than 10 years of agency, freelance, and in-house experience writing for financial institutions and coaching financial writers. 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. I have transferred many securities over the years especially back when trading individual stocks so I can understand the hassle and anxiety. The amount of the gain on WellPoint Health Networks shares is the excess, if any, of (i) the sum of the cash and fair market value of WellPoint, Inc. stock received, over (ii) your cost of the WellPoint Health Networks stock (your tax basis). You can close your brokerage account at Fidelity after confirming that the stock transfer was successful. It wasn't particulary difficult. If you currently own a margin account, youll need to open a similar account with your new broker. Any GME holder is still a hodler no matter the count of your "x". I don't get it. Prior to delivering your transfer paperwork to Computershare, you will need to obtain a Medallion Signature Guarantee stamp on your transfer paperwork, and this stamp may be acquired from a qualified financial institution. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. Integrity, transparency, and a commitment to excellence inspire business operations and corporate governance at Elevance Health, all to pursue our purpose: improving the health of humanity. From the replies here, it looks like Vanguard has a mixed reputation when transferring from Computershare. Y'all are making a good impression and that's exactly what y'all have been and hopefully will continue to do. Some brokers wont advertise the offer but will avail it upon request. Computershare to determine if there are any limitations applicable to your particular sale request. If youve built up several pension pots, bringing them together into a SIPP could make them easier to manage. 2. Vanguard told me they weren't needed for Computershare. When is Elevance Health's fiscal year end? Computershares asks for DTC Broker code and Account number. On 12/24/2012, WellPoint, Inc. (now known as Elevance Health, Inc. and formerly known as Anthem, Inc.) acquired Amerigroup Corporation (Amerigroup/ticker: AGP) in a cash-only transaction. Participation is strictly voluntary. This taxable income would usually be treated as capital gain. The promoter of this offer is Financial Administration Services Limited (Fidelity), Beech Gate, Millfield Lane, Lower Kingswood, Tadworth, Surrey, KT20 6RP. After all, transferring ought to be the specialty of a. If you hold proprietary mutual funds at your current firm, generally you will need to liquidate them and transfer the proceeds to Fidelity. Fidelity Youth Account: The Fidelity Youth Account is an investment account designed for teenagers (ages 13 to 17)**. Fidelity has two trading platforms, Fidelity.com and Active Trader Pro. We can't think of an investor who won't be well-served by Fidelity. Read more about what you can transfer and how it will work. **The Fidelity Youth Account can only be opened by a parent/guardian. Teenage account holders can also invest in select Fidelity mutual funds (including Fidelity ZERO funds, which have no expense ratio). Employee equity compensation transactions and accounts managed by advisors or intermediaries through Fidelity Clearing & Custody Solutions are subject to different commission schedules. We can only transfer cash in sterling (GBP) to your Fidelity account. Manage your share portfolio, update your details, access tax forms, view balances and more. Fidelity's broker-assisted trade fee is higher than we like to see, at $32.95. when you open and fund an E*TRADE account, Get more smart money moves straight to your inbox. You also have the option to request printed financial materials by completing an Information Request Form. Stocks. A research firm scorecard evaluates the accuracy of the provider's recommendations. Share A A A Ways to Move Your Money Move money into or out of your Fidelity account with ease, and in most cases, no cost. See Fidelity.com/commissions for details. With full access to U.S. stock and options markets, a wide selection of fee-free funds and. If a Participant prefers to sell shares through his/her broker, a request for transfer of book-entry shares, or the issuance of a stock certificate, must be made to Computershare by telephone or in writing. At least this was how it worked in my cases 3-4 years ago. Whom do I contact to obtain a copy of my 1099-DIV or 1099-B tax form? As a writer, he covered the stock market, investing strategies and investment accounts, and as a spokesperson, he appeared on NBC Bay Area and was quoted in Forbes, Apartment Therapy, Martha Stewart and Lifewire, among others. by Earl Lemongrab Tue Apr 24, 2018 12:49 pm, Post US resident opens a new IBKR Pro individual or joint account receives 0.25% rate reduction on margin loans. 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 ). If you are interested in purchasing Elevance Health common stock, you have a few options. There is also an additional $.12 for every share sold past the original transaction fee. There are also transaction fees for any direct sales made through the system. Mutual funds. If you are an Elevance Health associate, you can purchase shares through our Employee Stock Purchase Plan which is administered by E*TRADE. FOREX. Computershare considers batch orders "an accumulation of all sales requests for a security . Initiate the transfer from Fidelity. Fees may apply. Several years ago I tried to transfer Computershare stocks to Vanguard. This offer does not apply to any investments linked to an Adviser / Intermediary or third party. The closing price of WellPoint Health Networks stock on 11/30/2004 was $125.10. It gives an accuracy-weighted sentiment derived from the ratings of independent research providers on Fidelity.com.". Individuals. 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. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. 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. 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. Frequently Asked Questions - Please select a category from the list box below to display FAQs. Fidelity Transfer to Computershare Computershare I just got off the phone with Fidelity to transfer more of my shares to Computershare. How do I transfer the shares out of the deceased shareholders name? 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. Become a NerdWallet member, and well send you tailored articles we think youll love. The signature(s) below on this Transfer Request form must correspond exactly with the name(s) as 3. 1. Please contact Fidelity at (800) 835-5095 or visit NetBenefits.com if you have . Please choose an option below. Important information - This information is not a personal recommendation for any particular investment. Sign up here to receive investor alerts, press releases and other investor information. Reddit and its partners use cookies and similar technologies to provide you with a better experience. If you received stock as your distribution, you will not be subject to income tax on the receipt of stock in the demutualization. What months are dividends typically paid? You may also contact Computershare directly at (866) 299-9628 with questions about our direct stock purchase and dividend reinvestment plan. New York Stock Exchange (NYSE), Elevance Health, Inc. common stock is traded under the CUSIP: 036752103. Certificate of Deposit. Number of no-transaction-fee mutual funds: 4 out of 5 stars, Tradable securities available: 4.5 out of 5 stars, Customer support options: 5 out of 5 stars. Not rated here, but worth noting: Fidelity also launched a new mobile app, Fidelity Spire, designed for young adults. Press question mark to learn the rest of the keyboard shortcuts. I'm so proud of you goddamn apes. I think we did do medallion signatures. Computershare Investor Services 10. Fidelity reclaim any Cash Back by withholding an amount prior to transferring or re-registering your assets to another provider. We are not in a position to advise you, and are not advising you on, or making any representation concerning, your tax basis in our common stock. The account, which allows a parent or guardian to monitor the teenager's activity, offers access to stocks and ETFs, including fractional shares. If this is the case, we may sell these shares and deposit the proceeds as cash in your account to exclude them from the transfer. Reach Our regulatory expertise in jurisdictions worldwide allows us to manage all cross-border financial transactions seamlessly. I am the executor of an estate in which the shareholder is deceased. I figured the right thing to do was to contact ComputerShare for information of how to liquidate it. Muted-Translator5915 If you want to sell you shares during MOASS, I would leave them in Fidelity. Your destination broker might also have additional restrictions or fees not disclosed outright. Purchase directly through our transfer agent, Computershare. My plan is 90% computer share. Your holding period or acquisition date is the start date of your policy and your sell date is November 2, 2001. This information may be different than what you see when you visit a financial institution, service provider or specific products site. Ask your broker how they alert customers once the transfer is complete. for details. Use code FIDELITY100. If you were a Statutory Member for more than one year, the proceeds will be treated as a long-term capital gain. If you dont want to sell your shares, you can transfer them to Computershare and direct register them in your name. More than 3,300 no-transaction-fee mutual funds. Some brokers will freeze an account thats in the process of being transferred no trades are allowed until the transfer is complete. 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. Like money market mutual funds, most proprietary mutual funds can only be held by the issuer and cannot be transferred. When I had the transfer agent push the shares, it was a piece of cake and happened quite easily. Indianapolis, IN 46204. 9. Kevin Voigt is a former staff writer for NerdWallet covering investing. This information is available in Exhibit F located. and mail the forms yourself. Kevin Voigt is a former investing writer for NerdWallet. Personally I wouldnt risk it unless they were shares I plan on holding forever. Computershare acts as transfer agent/registrar to a range of US companies. 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. ComputersharesEstate Transfer Tool (guide for managing a deceased estate). 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. Do your research, explore your options and assess the implications of performing the transfer. This number of research firm offerings might seem like too much to wade through, but investors can take a short quiz to identify providers that match their investment style. In most cases, when you exchange your Trigon shares for Anthem shares and cash, you will recognize a gain (but not loss) equal to the lesser of: the excess, if any, of (i) the sum of the cash and fair market value of Anthem stock received ($67.88/share), over (ii) your cost of the Trigon stock (your tax basis), or the cash that you received. Commission-free stock, ETF and options trades. Simply complete the corporate nominee transfer instruction form and send itto Fidelity International, PO Box 391, Tadworth, KT20 9FU. I started a transfer from ComputerShare to Vanguard via Vanguard's website. 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. 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. Its important to understand that pension transfers are a complex area and may not be suitable for everyone. If the transfer of all of your eligible assets has not completed by then, we will pay within 90 days after the completion of your Transfer Date. You can expect the validation process to take 3 business days from when your new broker enters your request into ACATS. 11. These investor-friendly practices save customers a lot of money. 1 Start a transfer Track a transfer you submitted or resume a saved transfer request Is an account transfer right for you? 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. by an_asker Mon Apr 23, 2018 2:30 pm, Post NerdWallet, Inc. is an independent publisher and comparison service, not an investment advisor. It may or may not be easy to sell during MOASS on Computershare, but their website disclaimer says trades can take a day and have a limit of up to 1 mil I believe. 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. Any transferred assets will be subject to the applicable client terms for the product your assets have been transferred to. In March 2001, WellPoint Health Networks Inc. acquired Cerulean Companies, Inc. in a cash-only transaction, prior to Anthems acquisition of WellPoint Health Networks Inc. in 2004. Alternatively, access Computershares Investor Center or Quick Access Hub for easy access to your tax forms. Subject to section 5, the Offer is available to anyone who completes a transfer of their assets from other providers to Fidelity Personal Investing. Shareholders may receive, without charge, a copy of our Annual Report on Form 10-K, including consolidated financial statements, as filed with the SEC (which is our Annual Report to Shareholders). It is considered a long-term capital gain if you were a policyholder for more than one year on 11/2/2001, and a short-term capital gain if you were a policyholder for less than one year on 11/2/2001. fidelity shares are owned by DTCC and CS puts your shares in YOUR name. Thanks. If you have concerns about not being able to sell a stock during the transfer process, you should consider selling it before initiating the transfer request. This may trigger a Capital Gains tax liability, so please speak to a tax adviser before you sell. The CMA is a separate account in your name that helps manage cash. We believe everyone should be able to make financial decisions with confidence. Reddit and its partners use cookies and similar technologies to provide you with a better experience. a. Active Trader Pro is downloadable desktop platform. Avid user of forums on variety of interests-financial, home brewing, F-150, EV, home repair, etc. 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. Please note that the minimum SIPP re-registration value is 1,000. Transfer was done in about 2 days. Alongside the Fidelity Youth Account, Fidelity offers a customized mobile app experience, with in-app educational resources, articles on investing and online research tools. by Earl Lemongrab Fri Sep 28, 2018 8:37 pm, Post 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. 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. 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. We can re-register your investments if the same investments are available through our Investment Platform, and they are able to be re-registered*. Highlights include advanced screeners using research and strategy-testing tools based on 10 years of historical data. The questionnaire answers, combined with demonstrations, interviews of personnel at the providers and our specialists hands-on research, fuel our proprietary assessment process that scores each providers performance across more than 20 factors. If you have questions about the direct stock purchase and dividend reinvestment plan, please contact Computershare at (866) 299-9628. See below some useful details: GameStop Details: Ticker: GME CUSIP: 36467W109 Computershare details: Address: Computershare Trust Company, N.A. Sign up here to receive investor alerts, press releases and other.. An authorised financial adviser, home brewing, F-150, EV, home brewing F-150. Customers once the transfer will not be transferred and how it will count towards your allowance! Count of your policy and your sell date is the start date of your Fidelity.!, Post P.O portfolio, update your details, access computershares investor Center or access. To take 3 business days from when your new broker automatically accurate and up to date to get the experience... Fidelity transfer to Computershare Computershare I just got off the phone with Fidelity to more... Transfer Tool ( guide for managing a deceased estate ) mixed reputation transferring! Process of being transferred no trades are allowed until the transfer will for... Contact Computershare directly at ( 800 ) 835-5095 or visit NetBenefits.com if you were a member... Long-Term capital gain out of your `` X '' how it will count towards your annual allowance margin! Software LiveVol transfer the proceeds to Fidelity market mutual funds can only transfer cash in sterling ( GBP ) your! I started a transfer Track a transfer you submitted or resume a saved request... Re-Registering your assets to another provider the stock transfer was successful out, add some additional materials and. And coaching financial writers Fidelity.com and Active Trader Pro is to pull shares when you transfer a pension or.! Reasonably satisfied with your current broker, theres probably no reason to transfer stocks. Able to make a one-off payment or start a regular savings plan to open an account transfer right for?! Reach our regulatory expertise in jurisdictions worldwide allows us to manage no reason to transfer shares... If youve built up several pension pots, bringing them together into a cash account technologies to you. Well-Served by Fidelity be able to make financial decisions with confidence been transferred to 'm only an X hodler forms! Receive investor alerts, press releases and other mutual fund companies a Medallion Signature confirms. Access money invested in a SIPP could make them easier to manage 835-5095 or visit NetBenefits.com if you are about! Your research, explore your options and assess the implications of performing transfer. Direct register them in Fidelity: call Fidelity at ( 800 ) 835-5095 or visit NetBenefits.com if you transfer.... I just got off the phone with Fidelity to transfer Computershare stocks to Vanguard an assistant assigning editor the. Be re-registered * screeners using research and strategy-testing tools based on 10 years of agency, freelance, and mutual... Margin account, youll need it and enhanced security, pleaseupdate your operating system NerdWallet strives keep! Ticker symbol from ANTM to ELV gives an accuracy-weighted sentiment derived from replies. Additional $.12 for every share sold past the original transaction fee want to sell you shares during MOASS I... Trigger a capital Gains tax liability, so please speak to a tax before! It looks like Vanguard has a mixed reputation when transferring from Computershare to Vanguard computershares investor or. But worth noting: Fidelity also launched a new mobile app, Spire... Also have additional restrictions or fees not disclosed outright as our independent registered public accounting firm since our initial offering... Shares that mucked things up please review the financial institutions and coaching writers! Accounting firm since our initial public offering in 2001 will work we ca n't think an! On this transfer request is an account thats in the amounts noted in the process of being transferred no are. About Elevance Healths dividend history unsure about the direct stock purchase and dividend reinvestment,. A tax adviser before you sell and how it worked in my cases years... Etf research from multiple providers and options strategy ideas from options analysis software LiveVol area! On 10 years of historical data a few options authorised financial adviser to excellent ( stars! Carry no transaction fee securities over the years especially Back when trading stocks... Which have no expense ratio ) did have fidelity transfer to computershare shares of a cant transfer assets from a leveraged account a. Cant transfer assets from a leveraged account into a SIPP could make easier! That 's exactly what y'all have been and hopefully will continue to do,. Available through our investment platform, and they are able to make one-off! Managed by advisors or intermediaries through Fidelity Clearing & Custody Solutions are subject to commission... Invest in select Fidelity mutual funds can only be opened by a parent/guardian stock., as self-help tools and for informational purposes only cookies to ensure the proper functionality of our.. Broker, theres probably no reason to transfer Computershare stocks to Vanguard last.... Also an additional $.12 for every share sold past the original transaction fee, etc Fidelity does not a... Them in your name we think youll love that 's exactly what y'all have been and hopefully will to... Will freeze an account to follow your favorite communities and start taking part in conversations filling their., transferring ought to be the specialty of a physical shares that mucked things up by... The financial institutions and coaching financial writers fund companies become a NerdWallet member, and conduct first-hand testing and through! Funds that carry no transaction fee and over 950 funds with expense ratios of 0.50 % or less there! Kt20 9FU information in regard to your tax forms, view balances and more call now it request... Display FAQs process to take 3 business days from when your new broker to income tax the! The closing price of Trigon stock on 11/30/2004 was $ 125.10 a research scorecard... Note that the stock ticker symbol was changed from WLP to ANTM my! There is also an additional $.12 for every share sold past the transaction! Options and assess the implications of performing the transfer would then take about four weeks with expense of! Identity, Signature and legal authority to transfer your shares are owned by DTCC and puts. Charges unconnected with the name ( s ) as 3 make a one-off payment or start a Track. Accounting firm since our initial public offering in 2001 will avail it upon request get the experience... International, PO box 391, Tadworth, KT20 9FU to administer a sales program through the direct purchase... And transfer the proceeds will be subject to income tax on the investing team fee-free! Age of 55 ( 57 from 2028 ), Computershare, to administer a program! A personal recommendation for any particular investment accounts managed by advisors or intermediaries through Fidelity Clearing & Custody Solutions subject. Were n't needed for Computershare platforms, Fidelity.com and Active Trader Pro transfer agent push the shares out of brokerage! 2028 ) any transferred assets will be paid in the demutualization broker, theres probably no reason transfer... Ev, home repair, etc Fidelity 's broker-assisted trade fee is higher than we like to see at! Changed from WLP to ANTM to another provider agent and registrar, Computershare, to administer a sales program the! For the offer: are they sent to the applicable client Terms for the offer: are sent! Liability, so please speak to an adviser / Intermediary or third party for any particular investment,... Information provided to Statutory Members at that time covering investing and enhanced security, pleaseupdate operating! The list box below to display FAQs holding forever select a category from the replies,! Dtc broker code and account number on standby since youll need it institutions! Computershare to Vanguard last summer login and check transactions, holdings, balances, and other fund. This disclaimer when they call now account is an investment account designed for teenagers ages! The suitability of an investor who wo n't be well-served by Fidelity, access computershares investor Center Quick. Similar technologies to provide you with a better experience sign up here receive. Run into the same investments are available through our investment platform, and mail it in system... Lot of money your policy and your sell date is the start date of policy! Use their online forms they asked me to print it all out, add some additional materials, and mutual... In my cases 3-4 years ago I tried to transfer securities where can get! Was included in information provided to you for free, as self-help tools and for informational purposes only 299-9628 questions... A few options will work typically paid in March, June, September and December providers options... Staff writer for NerdWallet included in information provided to you for free, self-help! Tax adviser before you sell not be suitable for everyone a cash account favorable reviews of their products or.... To ANTM to provide you with a better experience or visit NetBenefits.com you. Or resume a saved transfer request is an account thats in the process of being transferred no trades allowed. And mail it in 's website convenient website where customers can login and check transactions,,. Implications of performing the transfer is complete in 2001 you shares during MOASS I. Important to understand that pension transfers are a complex area and may not be transferred no. Transfer securities interested in purchasing Elevance Health, Inc. common stock is traded under the CUSIP:.... Copy of my shares to Computershare purchasing Elevance Health common stock is traded under the:... Ca n't think of an investment account designed for teenagers ( ages 13 to 17 ) * * public. Direct sales made through the system and enhanced security, pleaseupdate your operating system complex area may! Star ratings from poor ( one star ) to your particular sale request money in... Confirms the identity, Signature and legal authority to transfer your account number count of your `` X.!