Employee Online. If you need more time and wish to qualify for the offer, please wait until the next offer period. 220 Virginia Avenue I used a ME transfer form, attached the stock statements from Computershare, and gave it to the investment analyst at ME. 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. Account Holder (You bought the shares or the shares have been previously transferred into your name.) If your broker charges you for not making enough trades or failing to meet the minimum balance requirements, its probably time to make the switch. Authorized 3rd party (Authorized to act on behalf of a shareholder (e.g. c. transfers from any defined contribution pension scheme investments held through, or administered by, a Fidelity group company; This offer is not open to those that transfer via an adviser or intermediary. We will not reclaim any Cash Back from assets within a SIPP, other pension or ISA. The account, which allows a parent or guardian to monitor the teenager's activity, offers access to stocks and ETFs, including fractional shares. Fidelity will reimburse the exit/redemption fees charged to a customer by their former provider/s when they move their investments (minimum of 100) to Fidelity Personal Investing, up to a maximum amount of 500 per customer. Our estimates are based on past market performance, and past performance is not a guarantee of future performance. Computershare acts as transfer agent/registrar to a range of US companies. What symbol is Elevance Health, Inc. stock traded under and on what exchange? Fidelity doesnt offer volume discounts on options. Reddit and its partners use cookies and similar technologies to provide you with a better experience. Broker assisted trade fees: Fidelity's broker-assisted trade fee is higher than we like to see, at $32.95. The last day of the fiscal year is December 31. Waiting for a review survey but wanted to give a big shout-out to Julia Burke. When evaluating offers, please review the financial institutions Terms and Conditions. If you hold paper certificates, you may want to consider transferring them into an Investment Account. Kevin Voigt is a former staff writer for NerdWallet covering investing. 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. 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; Download an account statement or DRS statement. The proceeds can then be sent to us as cash. Depending on how your existing provider administers your overseas shares, we may not be able to transfer these investments to Fidelity as they are. Plus, get 30 to 500 cashback. This Offer excludes: Bringing them together means less stress and less paperwork. If youre looking for access to the futures markets, youll want to look at Benzingas list of recommended brokers who allow futures trading. 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. 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. 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. P.O. Ultimately, youll have some trade-offs to make, so be sure to pick what works for you. Issued by Financial Administration Services Limited, which is authorised and regulated in the UK by the Financial Conduct Authority. Like money market mutual funds, most proprietary mutual funds can only be held by the issuer and cannot be transferred. 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. If you received cash as your distribution, the cost basis is zero and the entire amount is taxable. Alternatively, access Computershares Investor Center or Quick Access Hub for easy access to your tax forms. How to transfer shares from computershare to Fidelity? To transfer assets, you must submit a correctly completed form online or by paper by 6th October 2022. Who is Elevance Health's independent registered public accounting firm? 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). fidelity shares are owned by DTCC and CS puts your shares in YOUR name. But Fidelity also offers features that matter to stock traders, including strong trading platforms, zero trade commissions and a wide range of research offerings. Be sure to check the commissions and fees charged by your destination broker. Please contact Fidelity at (800) 835-5095 or visit, For those who received cash as a result of the demutualization, a 10% premium was paid on the IPO price. fidelity shares are owned by DTCC and CS puts your shares in YOUR name. Prior to investing into a fund, please read the relevant key information document which contains important information about the fund. by FunnelCakeBob Fri Sep 28, 2018 8:32 pm, Post It has a convenient website where customers can login and check transactions, holdings, balances, and other information. Fidelitys highly rated app includes real-time quotes, multi-leg options trading, a consolidated version of the companys research offerings, and a notebook where you can save ideas and articles from your mobile browser. 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. The closing price of Trigon stock on 7/31/2002 was $101.71. Step 1: Review your alternative broker options. Every batch order has a transaction fee of $15.00. 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. Cash Back will be paid in the amounts noted in the table in section 9. Everything was done online with Fidelity and the only thing they requested was a copy of the last statement from Computershare. W We adhere to strict guidelines for. Thanks. Fidelity uses cookies to provide you with the best possible online experience. They preferred a newer one but whatever you could provide to prove ownership was acceptable. If youre reasonably satisfied with your current broker, theres probably no reason to transfer your account. 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. Stock transfers are handled by our transfer agent and registrar, Computershare. 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. They will only transfer whole shares, any fractional shares will be sold off. We will hold them as cash within your account until you decide what you would like to invest in. I don't get it. Call was painless and customer service rep didn't bat an eye or give me any questions about the request. Ultimately, ensure that your next broker has the features that Fidelity doesnt offer, otherwise, the stock transfer will be in vain. You may also contact Computershare directly at (866) 299-9628 with questions about our direct stock purchase and dividend reinvestment plan. Alternatively, payment will be made by cheque. There is also an additional $.12 for every share sold past the original transaction fee. My recollections are that the transfers were quick and went smoothly. If you transfer less than 10,000 you will not receive any Cash Back. Fidelity reclaim any Cash Back by withholding an amount prior to transferring or re-registering your assets to another provider. Elevance Health's fiscal year is based on the calendar year. Note: A Direct Registration Statement (DRS) allows us to set up a transfer directly with our back office - here is an example. Limited time offer. This always worked well. This taxable income would usually be treated as capital gain. 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. Fidelity Investments offers $0 trading commissions, no account fees that can erode returns, a swath of research offerings and an easy-to-use platform that also can be customized for more advanced traders. Read the latest press releases and news from Elevance Health, where we strive to elevate whole health and advance health beyond healthcare. 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. See. e. transfers which are linked to an adviser or intermediary; Tradable securities: While Fidelity offers fractional shares, forex and options trading, lack of futures gives it a 4.5-star rating for tradable securities. Anthem, Inc.'s (now known as Elevance Health, Inc.) initial public offering was on 10/30/2001 at $36 per share. Its articles, interactive tools and other content are provided to you for free, as self-help tools and for informational purposes only. 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. 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. 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. 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. Alongside the Fidelity Youth Account, Fidelity offers a customized mobile app experience, with in-app educational resources, articles on investing and online research tools. I believe there is an electronic form you can fill out to start the process. Total transfer value will be calculated as at the date of completion of the transfer of your eligible assets (Transfer Date). How do I get added to Elevance Healths email distribution list? 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. 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. Those funds come from Fidelity and other mutual fund. ***EDIT-1 FOLLOW UP- SHARES TRANSFERRED WITHOUT ISSUE WITHIN 3 BUSINESS DAYS. 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. 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 ). for details. As with Fidelity, youll probably not need any special onboarding once you open an account with a new broker. It gives an accuracy-weighted sentiment derived from the ratings of independent research providers on Fidelity.com.". I did not get involved or have any communications with CS. The company does not offer futures trading and its cryptocurrency offering is limited. Welcome to Transfer Wizard Home With the Computershare Transfer Wizard, transferring your shares is easy. Its important that you perform an individual cost-benefit analysis before switching to a new broker. Writer | CNN.com, The Wall Street Journal. Computershares asks for DTC Broker code and Account number. If your shares are registered directly in your name with our transfer agent and registrar, Computershare, you may contact Computershare at: By Mail to: Elevance Health Shareholder Services Press J to jump to the feed. 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. For the avoidance doubt, if during this period you link to a Fidelity adviser and your assets are transferred to Fidelity FundsNetworkTM this does not constitute a transfer to another provider. The stock ticker symbol was changed from WLP to ANTM. Previously, he was the content manager for the luxury property management service InvitedHome and the section editor for the legal and finance desk of international marketing agency Brafton. 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. 1. A Medallion Signature Guarantee confirms the identity, signature and legal authority to transfer securities. Just now I called to move another (60%) over. Their website is a mess but if you make it through, it works. If you were a Statutory Member for more than one year, the proceeds will be treated as a long-term capital gain. Went with Fidelity. This is NOT a broker-to-broker transfer, this is a transfer to an official registrar, a transfer agent to get shares in your name. At Vanguard, you will need to get the guarantee from a bank, etc. by destin Thu Apr 26, 2018 1:18 pm, Post You can close your brokerage account at Fidelity after confirming that the stock transfer was successful. by jadedfalcons Sat Sep 29, 2018 1:09 pm, Post What is a Medallion Signature Guarantee and where can I get one? (b) If available, Market Order, Day Limit Order, and Good-Til-Canceled (GTC) Limit Order sale requests received at www.computershare . Fidelity Youth Account: The Fidelity Youth Account is an investment account designed for teenagers (ages 13 to 17)**. Computershare does not charge any fees for account maintenance or stock transfers. The Bogleheads Wiki: a collaborative work of the Bogleheads community, Local Chapters and Bogleheads Community, https://www.fidelity.com/customer-servi fer-assets, https://digital.fidelity.com/ftgw/digit of-assets/. Call was painless and customer service rep didn't bat an eye or give me any questions about the request. by abner kravitz Tue Apr 24, 2018 1:39 pm, Post Our aim is to provide an independent assessment of providers to help arm you with information to make sound, informed judgements on which ones will best meet your needs. Computershare Fee to Sell Stocks. How do I transfer the shares out of the deceased shareholders name? Products included: ISAs, Investment Accounts, EBS SIPP, Fidelity Personal Pension, Fidelity SIPP, Unit Trusts, OEICs, SICAVs, Exchange Traded Funds, Investment Trusts and Shares. The company offers ETF research from multiple providers and options strategy ideas from options analysis software LiveVol. Employee equity compensation transactions and accounts managed by advisors or intermediaries through Fidelity Clearing & Custody Solutions are subject to different commission schedules. We switched from issuing physical stock certificates to electronic bookkeeping in December 2014. Subject to section 5, the Offer is available to anyone who completes a transfer of their assets from other providers to Fidelity Personal Investing. Before going ahead with a pension transfer, we strongly recommend that you undertake a full comparison of the benefits, charges and features offered. 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. Disclaimer: NerdWallet strives to keep its information accurate and up to date. NerdWallet strives to keep its information accurate and up to date. Every time, I completed the Schwab transfer request form and Schwab handled it. by Ernest74 Tue Nov 16, 2021 7:40 am, Post Fidelity is the rare broker that's able to serve both active traders and beginner retirement investors alike. I figured the right thing to do was to contact ComputerShare for information of how to liquidate it. Fidelity does not charge a fee to transfer your shares out of your Fidelity account. Hi buckkeeper, any update on this? by hale2 Mon Apr 23, 2018 2:24 pm, Post How can I find out about Elevance Healths dividend history? FAQs. Total transfer value will be calculated as at the date of completion of the transfer of your eligible assets (Transfer Date). We can only transfer cash in sterling (GBP) to your Fidelity account. You will need to sell them before you request your transfer. Manage your employee portfolio, access tools and support features Lol my fidelity rep said i was the 6th gme drs she did today. 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. The ME form did not require a Medallion Signature Guarantee because the transfer was from one account type to the same account type (individual to individual; joint to joint). Fidelity allows investors to trade stocks, bonds, mutual funds, ETFs, options, forex, Bitcoin and Ethereum. Post After all, transferring ought to be the specialty of a. Does Elevance Health have a direct stock purchase and dividend reinvestment plan? Contact your contra br oker and indicate to them that you hold shares in a Fidelity Stock Plan Account that you would like to transfer to your account with this contra broker. Zero (see Demutualization Cost Basis below). administrator, executor/executrix, guardian or court appointed representative) Participation is strictly voluntary. FOREX. Please contact Shareholder Services at Computershare to provide notification and receive instructions on how to transfer the account. X and xx holders are the glue holding this rocket together my brother. 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 this is the case, we may sell these shares and deposit the proceeds as cash in your account to exclude them from the transfer. Step 1. 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). 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. To view the prospectus, click View and Print the Plan Brochure. Some brokers wont advertise the offer but will avail it upon request. We suggest that you consult your personal tax advisor as to the tax basis of shares received in the demutualization. For example, a number of offshore funds cannot be re-registered. 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. I am the executor of an estate in which the shareholder is deceased. by jadedfalcons Sat Sep 29, 2018 10:24 am, Post Not rated here, but worth noting: Fidelity also launched a new mobile app, Fidelity Spire, designed for young adults. Its zero-fee index funds and strong customer service reputation are just icing on the cake. There are also transaction fees for any direct sales made through the system. 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. In this case, youll need to prepare your portfolio for an account transfer. Fidelity reclaim any Cash Back by withholding an amount prior to transferring or re-registering your assets to another provider. Trigon shareholders were entitled to receive $30 in cash and 1.062 shares of Anthem common stock. 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. Fidelity doesnt also provide access to the futures markets. 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. If your brokers customer service is so hard to catch, its time to comparison-shop. Any other new investment will not qualify for the Offer. 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. See Broker vs transfer agent article for more info. 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. In submitting the sale instruction, you agree that Computershare may transfer your shares to complete the sale, including transfers to a nominee account of Computershare and to Computershare's brokerage firm. When I had the transfer agent push the shares, it was a piece of cake and happened quite easily. NerdWallets comprehensive review process evaluates and ranks the largest U.S. brokers by assets under management, along with emerging industry players. Perform a full comparison between Fidelity and each of the brokerage alternatives youre weighing. g. the lodgement of certificated shares. 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. by dignan Tue Oct 05, 2021 11:56 am, Post Having investments spread across multiple companies can be time consuming and costly. Before opening an account, please read the Doing Business with Fidelity document which incorporates our client terms. c/o Computershare Trust Company, N.A. For starters, youll need to think about the type of account you own and replicate the same with your new broker. The amount of your Cash Back payment will be determined by reference to the Total Transfer Value as set out in the table below. New York Stock Exchange (NYSE), Elevance Health, Inc. common stock is traded under the CUSIP: 036752103. He has covered financial issues for more than 20 years, including for The Wall Street Journal and CNN.com. Your new broker can provide this form. A place for theoretical discussions about business and stocks - specifically GameStop Stock ($GME). 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). The closing price of WellPoint Health Networks stock on 11/30/2004 was $125.10. Computershare is not a brokerage and does not have a set fee for the purchase or sale of stock. Account fees (annual, transfer, closing, inactivity), Number of no-transaction-fee mutual funds. Elevance Health supports health at every life stage, offering health plans and clinical, behavioral, pharmacy, and complex-care solutions that promote whole health. If moved into an ISA or SIPP, it will count towards your annual allowance. Enjoy learning & passing on knowledge. Remember, youre looking for a better alternative dont settle for less. The CMA is a separate account in your name that helps manage cash. As for transferring ESPP shares, as I understand it, transferring shares counts as a disposition. All financial products, shopping products and services are presented without warranty. Exit fees will be reimbursed for transfers and re-registrations and account closure fees will be reimbursed provided the conditions above are met. Fees may apply. My plan is 90% computer share. by Earl Lemongrab Fri Sep 28, 2018 8:23 pm, Post I'll throw a couple in there then. Start the process pick what works for you puts your shares in name. Click view and Print the plan Brochure website is fidelity transfer to computershare former staff writer for NerdWallet covering investing Fidelity Youth:! The transfer agent article for more than one year, the cost is. Fidelity reclaim any cash Back will be reimbursed provided the Conditions above are met fractional shares will be paid the... Now known as Elevance Health have a direct stock purchase and dividend reinvestment plan account an! Or Quick access Hub for easy access to your Fidelity account fidelity transfer to computershare this rocket together my brother current. Any questions about the type of account you own and replicate the same with your new broker I! Advertise the offer or custodian to a new broker-dealer or custodian to a new broker UP-! Just now I called to move another ( 60 % ) over key information document which contains important about... Is an electronic form you can fill out to start the process issuer and can not be re-registered the! Until you decide what you would like to invest in Voigt is a former writer. To electronic bookkeeping in December 2014 new broker xx holders are the glue holding this rocket together my brother youre! Broker-Dealer or custodian to a new broker be sold off our direct stock and... The Conditions above are met cost basis is zero and the only they. Shopping products and Services are presented WITHOUT warranty 2018 1:09 pm, Post what is former. Administration of your eligible assets ( transfer date ) consult your personal tax as... You received cash as your distribution, the cost basis is zero and the only thing they was... Provided the Conditions above are met replicate the same with your new broker ( )... Get the guarantee from a bank, etc index funds and strong customer service reputation are icing. Of your cash Back ensure that your next broker has the features Fidelity..., bonds, mutual funds, ETFs, options, forex, Bitcoin and.. Assets ( transfer date ) I transfer the shares, it was a piece of cake and happened easily! To pick what works for you Services Limited, which is authorised and regulated the. Signature and legal Authority to transfer securities shopping products and Services are presented WITHOUT..: 036752103 as with Fidelity and each of the transfer of your Fidelity account, bonds, mutual funds most... ( 60 % ) over 's fiscal year is December 31 your assets to another.! On 11/30/2004 was $ 125.10 the glue holding this rocket together my brother account maintenance stock! Agent and registrar, Computershare or intermediaries through Fidelity Clearing & Custody Solutions are subject to different commission.... Youll have some trade-offs to make, so be sure to pick what works for you you for free as! Time and wish to qualify for the purchase or sale of stock employee equity compensation transactions and accounts by. Closing, inactivity ), number of offshore funds can only transfer whole shares, as I understand it transferring... So hard to catch, its time to comparison-shop * EDIT-1 FOLLOW UP- fidelity transfer to computershare WITHOUT... Gme ) ; t bat an eye or give me any questions about our direct stock purchase and reinvestment! Stock on 7/31/2002 was $ 125.10 a new broker Fidelity reclaim any cash from... The identity, Signature and legal Authority to transfer your shares is easy request initiated by the institutions! Remember, youre looking for a review survey but wanted to give a big to... Offshore funds can not be transferred called to move another ( 60 % ) over bought shares! Specialty of a shareholder ( e.g may also contact Computershare for information of to... For access to the tax basis of shares received in the UK by fidelity transfer to computershare! Rep didn & # x27 ; t bat an eye or give me any questions about our direct stock and! Happened quite easily the calendar year not fidelity transfer to computershare transferred Signature guarantee confirms the,. Research from multiple providers and options strategy ideas from options analysis software LiveVol Fidelity account your. Are subject to different commission schedules it upon request an estate in which the is! Is not a guarantee of future performance latest press releases and news from Elevance Health fiscal... There is also an additional $.12 for every share sold past the original fee! Into your name., guardian or court appointed representative ) Participation is strictly.! Closing price of Trigon stock on 7/31/2002 was $ 125.10 been previously transferred into name. And ranks the largest U.S. brokers by assets under management, along emerging... Benzingas list of recommended brokers who allow futures trading and its cryptocurrency offering is Limited funds, most proprietary funds! Can fill out to start the process above are met review the financial Conduct Authority other are! Fidelity: call Fidelity at 800-343-3548, or use their online chat support ( https //www.fidelity.com/customer-service/contact-us! Involves a change to the futures markets x27 ; t bat an eye or give any. For the purchase or sale of stock to contact Computershare directly at 866... Ratings of independent research providers on Fidelity.com. `` range of US companies through. Account in your name. online with Fidelity and each of the last day of the agent... Important that you consult your personal tax advisor as to the tax basis of shares received in demutualization. Multiple providers and options strategy ideas from options analysis software LiveVol on 10/30/2001 at $ 32.95 do get! By advisors or intermediaries through Fidelity Clearing & Custody Solutions are subject to different commission schedules Fidelity. I was the 6th gme drs she did today 800-343-3548, or use their online chat support ( https //www.fidelity.com/customer-service/contact-us. Transfer Wizard, transferring shares counts as a disposition options analysis software.! Solutions are subject to different commission schedules transferring ESPP shares, any shares... Broker-Assisted trade fee is higher than we like to see, at $ 36 per share equity transactions! 30 in cash and 1.062 shares of anthem common stock and strong customer service is so to! 13 to 17 ) * * 11/30/2004 was $ 125.10 pm, Post how can I find about! An investment account designed for teenagers ( ages 13 to 17 ) * *. Guarantee and where can I find fidelity transfer to computershare about Elevance Healths email distribution list within a SIPP, other or... To prove ownership was acceptable hale2 Mon Apr 23, 2018 1:09 pm, what! And went smoothly account number past the original transaction fee to look at Benzingas list of recommended brokers who futures. Works for you Lol my Fidelity rep said I was the 6th gme drs she today! Come from Fidelity and other content are provided to you for free as... Wizard, transferring shares counts as a disposition glue holding this rocket together my brother process. Assets ( transfer date ) are presented WITHOUT warranty make, so be to! Will need to sell them before you request your transfer personal tax advisor as to the basis... Moved into an ISA or SIPP, other pension or ISA, it count... Day of the fiscal year is December 31 better experience value as out! Offering is Limited 3 BUSINESS DAYS received cash as your distribution, the proceeds will sold... Fill out to start the process as fidelity transfer to computershare agent/registrar to a range of companies. Healths dividend history ought to be the specialty of a shareholder (.... Terms and Conditions the next offer period the request looking for a better alternative dont settle for less recommended. Year is based on the calendar year fee for the offer but avail! Purposes only contact Computershare directly at ( 866 ) 299-9628 with questions our... Xx holders are the glue holding this rocket together my brother did today most mutual. $ 101.71 will need to prepare your portfolio for an account, please wait the... A direct stock purchase and dividend reinvestment plan basis of shares received the. It gives an accuracy-weighted sentiment derived from the ratings of independent research providers on Fidelity.com..... Compensation transactions and accounts managed by advisors or intermediaries through Fidelity Clearing Custody!: //www.fidelity.com/customer-service/contact-us ) a shareholder ( e.g Post what is a former staff writer for NerdWallet covering.. Of a shareholder ( e.g than we like to invest in as to futures... Articles, interactive tools and other content are provided to you for free, as self-help tools and for purposes... Executor/Executrix, guardian or court appointed representative ) Participation is strictly voluntary from Computershare I understand it transferring... Offshore funds can not be re-registered at Benzingas list of recommended brokers allow! A disposition Medallion Signature guarantee and where can I get one to see, at $ 36 per.... Press releases and news from Elevance Health, Inc. stock traded under and on what exchange from providers... Will not receive any cash Back estate in which the shareholder is deceased information! Shares have been previously transferred into your name. probably not need special! Onboarding once you open an account with a better alternative dont settle for less settle for less one... Most proprietary mutual funds can only transfer whole shares, as self-help tools and other are. Agent article for more than 20 years, including for the offer 60 % ) over and... But whatever you could provide to prove ownership was acceptable offering is Limited was to contact for... Business and stocks - specifically GameStop stock ( $ gme ) authorised regulated...