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. Pre-qualified offers are not binding. Before transferring, you may want to contact the Transfer Agent to determine if there are any fees for their services and what the process is if a shareholder decides to sell their shares. If you find discrepancies with your credit score or information from your credit report, please contact TransUnion directly. New in 2023, Fidelity now offers trading access to Bitcoin and Ethereum. Press J to jump to the feed. I think the transfer from did have to be notarized though. 11. The app includes the ability to trade with more contextual explainers on trading topics and terms, like "bid price and dividends.. Benzingas list of recommended brokers is a good place to start your search for Fidelity alternatives. Remember, youre looking for a better alternative dont settle for less. No matter how simple or complex, you can ask it here. Options trades are commission-free, but they still carry a contract charge, which is $0.65. To prevent any unauthorized transfers, your broker will reject transfer requests where some information provided by your new broker doesnt match what it holds in its records. Computershare Fee to Sell Stocks. Just now I called to move another (60%) over. when you open and fund an E*TRADE account, Get more smart money moves straight to your inbox. This website is issued by Financial Administration Services Limited, which is authorised and regulated by the Financial Conduct Authority (FCA) (FCA Register number 122169) and registered in England and Wales under company number 1629709 whose registered address is Beech Gate, Millfield Lane, Lower Kingswood, Tadworth, Surrey, KT20 6RP. Personally I wouldnt risk it unless they were shares I plan on holding forever. Fidelity Youth Account: The Fidelity Youth Account is an investment account designed for teenagers (ages 13 to 17)**. The final output produces star ratings from poor (one star) to excellent (five stars). Some investment choices, such as mutual funds, may require a minimum initial investment. by Earl Lemongrab Fri Sep 28, 2018 8:23 pm, Post After validating the transfer request, your broker will send a list of the assets you hold to the receiving firm through ACATS. 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. Read Computershare vs Ameritrade, Fidelity and Schwab . 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. 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. This taxable income would usually be treated as capital gain. Opinions and memes welcome. 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. Not rated here, but worth noting: Fidelity also launched a new mobile app, Fidelity Spire, designed for young adults. When investments have particular tax features, these will depend on your personal circumstances and tax rules may change in the future. administrator, executor/executrix, guardian or court appointed representative) 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. Once the account holder reaches 18, the account will be a standard brokerage account. 9. But Fidelity also offers features that matter to stock traders, including strong trading platforms, zero trade commissions and a wide range of research offerings. by jadedfalcons Sat Sep 29, 2018 10:24 am, Post We make it easy to start your transfer and bring your ISAs together. Fidelity uses cookies to provide you with the best possible online experience. 7. Cash Back will be paid in the amounts noted in the table in section 9. Avid user of forums on variety of interests-financial, home brewing, F-150, EV, home repair, etc. New in 2023, Fidelity now offers trading access to Bitcoin and Ethereum. My previous transfer didn't take anything close to that. Fidelitys Online Learning Center was overhauled to include a more customized experience, using machine learning to surface educational materials that match the customers investing behavior. Providence, RI 02940-3078, Computershare Courier Delivery (FedEx or UPS) Address: Trigon shareholders were entitled to receive $30 in cash and 1.062 shares of Anthem common stock. Yes, I was one who only moved a small portion over (20%). This offer does not apply to any investments linked to an Adviser / Intermediary or third party. This offer is not open to those that transfer via an adviser or intermediary. 1. Who is Elevance Health's independent registered public accounting firm? 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. Anthem, Inc.'s (now known as Elevance Health, Inc.) initial public offering was on 10/30/2001 at $36 per share. The normal advice on this forum is to pull shares when you transfer brokers. How to transfer shares from computershare to Fidelity? You could be running away from Fidelity due to the higher margin rates only to land on a broker who charges higher commissions on traders. Read more, Chris Davis is a NerdWallet investing writer. On 11/5/2014, WellPoint, Inc. shareholders voted and approved an amendment to our Articles of Incorporation to change our company name from WellPoint, Inc. to Anthem, Inc., and the amendment was effective on 12/2/2014. Its articles, interactive tools and other content are provided to you for free, as self-help tools and for informational purposes only. If you have US stocks, you'll need to complete a new W-8BEN formwithin two weeks of the date you submitted the transfer instruction. They kept throwing more obstacles in my way, to the point that I was almost convinced I would have to just give up. P.O. If youre a margin trader, Fidelity may not have the best rates, so youll want to explore brokers with low-margin accounts to reduce the cost of your margin trades. 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. Please keep in mind that youll need to make a one-off payment or start a regular savings plan to open an account. Download an account statement or DRS statement. I don't recall having to get a medallion signature for Fidelity. Vanguard told me they weren't needed for Computershare. See below some useful details: GameStop Details: Ticker: GME CUSIP: 36467W109 Computershare details: Address: Computershare Trust Company, N.A. 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. NerdWallet's ratings are determined by our editorial team. We cover any exit fees your current provider may charge, up to 500 per person. 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). I am the executor of an estate in which the shareholder is deceased. An exit fee is an administration charge which is imposed by the former provider and arises directly as a result of processing the transfer or re-registration of the customers investments to Fidelity. REP MUST HAVE MISSPOKE OR JUMBLED WORDS TO MAKE 3-5 SOUND LIKE 35 BUSINESS DAYS***. 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. Alongside the Fidelity Youth Account, Fidelity offers a customized mobile app experience, with in-app educational resources, articles on investing and online research tools. We believe everyone should be able to make financial decisions with confidence. 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. They quoted 7 days, it was done in 4. It went smoothly so I transferred my other Computershare holdings to a regular Fidelity brokerage account. Good move to transfer the shares from Computershare. Kevin Voigt is a former investing writer for NerdWallet. If you have any questions or need additional information, please call Shareholder Services at Computershare at (866) 299-9628. 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. 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. Computershare is not a brokerage and does not have a set fee for the purchase or sale of stock. Sorry, this post was deleted by the person who originally posted it. If you hold electronic share certificates with Equiniti, Computershare or Link Asset Services, you can transfer them into an Investment Account. ComputersharesEstate Transfer Tool (guide for managing a deceased estate). How do I transfer my stock, change the mailing address on my shareholder account, order a dividend check replacement or enroll in ACH direct deposit? I understand that fidelity is a broker. 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. Learn how to transfer stocks off Fidelity today. Subject to section 5, the Offer is available to anyone who completes a transfer of their assets from other providers to Fidelity Personal Investing. Withdrawals from a Junior ISA will not be possible until the child reaches age 18. Even so, consider an account transfer since you wont need to actually sell your shares nor expose them to the eye of the taxman. Ended up being a major hassle so I donated that stock to my Fidelity DAF. The war among brokers to cut mutual fund fees has brought good changes to Fidelity: The company was the first broker to bring to market index funds with absolutely no expense ratio: the Fidelity Zero Total Market Index Fund, the Fidelity Zero International Index Fund, the Fidelity Zero Large Cap Index Fund and the Fidelity Zero Extended Market Index Fund. When is Elevance Health's fiscal year end? Teenage account holders can also invest in select Fidelity mutual funds (including Fidelity ZERO funds, which have no expense ratio). When you transfer your shares out of a drip to a new broker and close the drip account where the dividends were automatically reinvested what happens to the dividends going forward? The company offers ETF research from multiple providers and options strategy ideas from options analysis software LiveVol. Our opinions are our own. 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. Mutual funds that charge transaction fees will cost $49.95 to buy, $0 to sell. For starters, youll need to think about the type of account you own and replicate the same with your new broker. by retouch1213 Fri Sep 28, 2018 2:15 pm, Post It has a convenient website where customers can login and check transactions, holdings, balances, and other information. Ernst & Young LLP has served as our independent registered public accounting firm since our initial public offering in 2001. by destin Tue May 15, 2018 3:58 pm, Post Mutual funds: 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. What a cluster. Account Holder (You bought the shares or the shares have been previously transferred into your name.) 1. They are not intended to provide investment advice. Mobile traders will also appreciate Fidelitys app, which mirrors the platforms full capabilities. 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. 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. Plus, get 30 to 500 cashback. You cant transfer assets from a leveraged account into a cash account. 4. For those who received shares, the number of shares received was determined based on an actuarial formula calculated for each eligible line of business. Relatively high broker-assisted trade fee. 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 closing price of Anthem stock on 7/31/2002 was $67.88. Elevance Health's fiscal year is based on the calendar year. Research supports our commitment to innovation and our pursuit of moving health forward. 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