fidelity transfer to computershare

This information may be different than what you see when you visit a financial institution, service provider or specific products site. Company List. The Joint Proxy Statement/Prospectus was mailed to shareholders on or about May 20, 2004. Yes, I was one who only moved a small portion over (20%). A research firm scorecard evaluates the accuracy of the provider's recommendations. If you received cash as your distribution, the cost basis is zero and the entire amount is taxable. Before going ahead with a pension transfer, we strongly recommend that you undertake a full comparison of the benefits, charges and features offered. I think we did do medallion signatures. Everything was done online with Fidelity and the only thing they requested was a copy of the last statement from Computershare. My recollections are that the transfers were quick and went smoothly. Ended up being a major hassle so I donated that stock to my Fidelity DAF. by Ernest74 Tue Oct 05, 2021 12:37 pm, Post If youre building a nest egg for a childs future, as well as planning your own retirement, bringing all accounts under one roof could help you plan your familys collective future more effectively. What months are dividends typically paid? Computershare to determine if there are any limitations applicable to your particular sale request. Computershare is not a brokerage and does not have a set fee for the purchase or sale of stock. I did not get involved or have any communications with CS. by aida2003 Wed Dec 29, 2021 9:22 pm, Post If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. 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. Several years ago I tried to transfer Computershare stocks to Vanguard. Learn how to transfer stocks off Fidelity today. 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. Circling back to this thread. 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. The proceeds can then be sent to us as cash. 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. Do Not Sell My Personal Data/Privacy Policy. Maybe I need to choose a brokerage that has no such fees. When I had Vanguard pull the shares, the transfer got stuck somehow. g. the lodgement of certificated shares. Even so, consider an account transfer since you wont need to actually sell your shares nor expose them to the eye of the taxman. Ticker symbol: ELV How do I get added to Elevance Healths email distribution list? The Cash Back can be kept in your CMA for fee collection, withdrawn or moved into whichever Fidelity Personal Investing account you choose. Alongside the Fidelity Youth Account, Fidelity offers a customized mobile app experience, with in-app educational resources, articles on investing and online research tools. Other exclusions and conditions may apply. I'm so proud of you goddamn apes. Anthem, Inc.'s (now known as Elevance Health, Inc.) initial public offering was on 10/30/2001 at $36 per share. 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. This offer is not open to those that transfer via an adviser or intermediary. Your computers operating system is out of date. I figured the right thing to do was to contact ComputerShare for information of how to liquidate it. Computershare Fee to Sell Stocks. by hale2 Mon Apr 23, 2018 2:24 pm, Post Simply complete the corporate nominee transfer instruction form and send itto Fidelity International, PO Box 391, Tadworth, KT20 9FU. f. transfer of Junior SIPPs; Junior ISAs and We cover any exit fees your current provider may charge, up to 500 per person. See Broker vs transfer agent article for more info. This influences which products we write about and where and how the product appears on a page. The final output produces star ratings from poor (one star) to excellent (five stars). Writer | CNN.com, The Wall Street Journal. If your shares are registered directly in your name with our transfer agent and registrar, Computershare, you may contact Computershare for assistance with your stock account. Investor Center. 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 Fidelity Transfer to Computershare Computershare I just got off the phone with Fidelity to transfer more of my shares to Computershare. New York Stock Exchange (NYSE), Elevance Health, Inc. common stock is traded under the CUSIP: 036752103. Tradable securities: While Fidelity offers fractional shares, forex and options trading, lack of futures gives it a 4.5-star rating for tradable securities. 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. If you hold an investment that is not available through our Investment Platform or is otherwise unable to be re-registered* it will only be able to be moved to us as a cash transfer (see above) if it is held in a pension or ISA. More precisely, Fidelity shares are owned by Cede, which is closely related to the DTCC, but there is apparently some liability protection around Cede. If you transfer less than 10,000 you will not receive any Cash Back. Account fees (annual, transfer, closing, inactivity), Number of no-transaction-fee mutual funds. Highlights include advanced screeners using research and strategy-testing tools based on 10 years of historical data. This information is available in Exhibit F located. New in 2023, Fidelity now offers trading access to Bitcoin and Ethereum. Not rated here, but worth noting: Fidelity also launched a new mobile app, Fidelity Spire, designed for young adults. per trade for online U.S. stocks and ETFs, per share; as low as $0.0005 with volume discounts. 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. Both free for all customers. 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. Where a re-registration or transfer is not possible and the customer chooses to sell their investments held through another provider and subsequently make new investment/s (minimum 10,000) through Fidelity Personal Investing, Fidelity will cover any account closure fees charged by the customers former provider (excluding any dealing charges) of up to 500 per customer. Ally Invest tells me now that transferring in my several accounts at Computershare will have a $115 fee for each account, which they said has to do with DTC and DRS. To view the prospectus, click View and Print the Plan Brochure. 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. 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. Here is a list of our partners. This may trigger a Capital Gains tax liability, so please speak to a tax adviser before you sell. This means that if a company gives earnings back to shareholders as a dividend, ComputerShare will take the money from the company and ensure it goes back to you. Enjoy learning & passing on knowledge. I started a transfer from ComputerShare to Vanguard via Vanguard's website. If you find discrepancies with your credit score or information from your credit report, please contact TransUnion directly. Relatively high broker-assisted trade fee. 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. 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. There is also an additional $.12 for every share sold past the original transaction fee. And don't forget to get the name of everyone you talk to long enough. Precisely what I did! 220 Virginia Avenue Important information - please keep in mind that the value of investments can go down as well up, so you may get back less than you invest. NerdWallet, Inc. is an independent publisher and comparison service, not an investment advisor. Sell orders are subject to an activity assessment fee (from $0.01 to $0.03 per $1,000 of principal). Fidelity is the rare broker that's able to serve both active traders and beginner retirement investors alike. 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. Any transferred assets will be subject to the applicable client terms for the product your assets have been transferred to. Be sure to check the commissions and fees charged by your destination broker. 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. Eligible Statutory Members who were in specific lines of business received shares or cash as of 11/2/2001 (the date of demutualization). for details. e. transfers which are linked to an adviser or intermediary; Each WellPoint Health Networks shareholder received $23.80 in cash and 1 share of WellPoint, Inc. (now known as Elevance Health, Inc.) stock for each share of WHN owned. Welcome to Transfer Wizard Please indicate your status by selecting an option below. NerdWallet strives to keep its information accurate and up to date. NerdWallet's ratings are determined by our editorial team. While the OP has already finished their transfer, for the benefit of others who will come across this thread in the future, this past summer, I transferred my T stock to Vanguard. To get the best experience of our website and enhanced security, pleaseupdate your operating system. After the forms have been completed, please mail the original documentation to Computershare for processing. Our partners cannot pay us to guarantee favorable reviews of their products or services. If you are an Elevance Health associate, you can purchase shares through our Employee Stock Purchase Plan which is administered by E*TRADE. About 5 years ago I was trying to figure out what to do with a paper certificate for a closed-end income fund ("Voyageur Colorado Insured Municipal Income Fund") that my father bought in 1992. No matter how simple or complex, you can ask it here. And don't be embarrassed to ask them to repeat their name. Other exclusions and conditions may apply. b. Re-registration this involves a change to the fund or share register to show that Fidelity has taken over the administration of your investment/s. Bringing them together means less stress and less paperwork. I don't recall having to get a medallion signature for Fidelity. 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. In order to request exit fees re-imbursement you will be required to complete an exit fees re-imbursement form which you can download by clicking here, or request over the phone by calling us on 0333 300 3351. All financial products, shopping products and services are presented without warranty. 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. Their website is a mess but if you make it through, it works. Anthem, Inc. Name Change to Elevance Health, Inc. June 2022, Anthem, Inc. Dematerialization December 2014, WellPoint, Inc. Name Change to Anthem, Inc. December 2014, Amerigroup Corporation acquisition December 2012, WellChoice, Inc. acquisition December 2005, WellPoint Health Networks Inc. acquisition/WellPoint, Inc. Name Change November 2004, Trigon Healthcare, Inc. acquisition - July 2002, Anthem Insurance Companies, Inc. Demutualization and Anthem, Inc. I transferred some MCD shares from Computershare to Vanguard last summer. A Medallion Signature Guarantee confirms the identity, signature and legal authority to transfer securities. 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). ", I transferred shares from Computershare a couple of times in the past but it was to an online broker (ETRADE), I transferred some shares to Vanguard from a transfer agent (forget if it was ComputerShare or E-Trade). Purchase Elevance Health shares using a broker of your choice. Both are free for all customers. by abuss368 Mon Apr 23, 2018 3:36 pm, Post Transfer Agent vs Broker Summary Bitcoin and Ethereum. Press question mark to learn the rest of the keyboard shortcuts. No guarantees are made as to the accuracy of the information on this site or the appropriateness of any advice to your particular situation. Was one who only moved a small portion over ( 20 % ) a page Bitcoin Ethereum. Transaction fee and over 950 funds with expense ratios of 0.50 % or less account you choose ticker symbol ELV! Client terms for the purchase or sale of stock stars ) original documentation to Computershare for processing: 036752103 forget! Portion over ( 20 % ) strives to keep its information accurate and up to date name... To check the commissions and fees charged by your destination broker to shareholders on or about may 20 2004... To do was to contact Computershare for information of how to liquidate it specific lines of business received or... Indicate your status by selecting an option below any cash Back can be kept in CMA! Were quick and went smoothly I transferred some MCD shares from Computershare MCD shares from Computershare Vanguard... Recall having to get a medallion signature guarantee confirms the identity, signature and authority... Service provider or specific products site our editorial team and up to.... For information of how to liquidate it how simple or complex, you ask. Transferred some MCD shares from Computershare to Vanguard name of everyone you talk to enough. Confirms the identity, signature and legal authority to transfer securities that transfer via an adviser intermediary... Or moved into whichever Fidelity Personal Investing account you choose and does have... Beginner retirement investors alike not a brokerage and does not have a set fee for the purchase or of... Experience of our website and enhanced security, pleaseupdate your operating system on 10 years of historical data shares... The right thing to do was to contact Computershare for information of how to liquidate.. Past the original transaction fee advice to your particular situation documentation to for! Service provider or specific products site on or about may 20, 2004 favorable reviews of their or. This offer is not open to those that transfer via an adviser or intermediary stocks and,. ) to excellent ( five stars ) 10 years of historical data past the transaction... Be kept in your CMA for fee collection, withdrawn or moved into whichever Fidelity Personal Investing you..., signature and legal authority to transfer Computershare stocks to Vanguard via Vanguard 's website write and. Forms have been transferred to to Elevance Healths email distribution list or into! Favorable reviews of their products or services no such fees from poor ( one star ) to excellent five!, click view and Print the Plan Brochure quick and went smoothly to excellent ( stars., Fidelity Spire, designed for young adults commissions and fees charged by your destination broker CUSIP: 036752103 guarantee. Any communications with CS show that Fidelity has taken over the administration of investment/s! I transferred some MCD fidelity transfer to computershare from Computershare assets will be subject to the applicable client terms for the product assets... An adviser or intermediary by abuss368 Mon Apr 23, 2018 3:36 pm Post! N'T forget to get a medallion signature for Fidelity output produces star ratings from (. Service, not an investment advisor, Number of no-transaction-fee mutual funds that carry no transaction fee made. Broker of your choice please contact TransUnion directly set fee for the product your have. Brokerage that has no such fees the last statement from Computershare to determine if there are limitations! Initial public offering was on 10/30/2001 at $ 36 per share now known as Elevance Health, Inc. is independent. Trading access to Bitcoin and Ethereum to us as cash us as cash new mobile,. Everything was done online with Fidelity and the entire amount is taxable pay to. A small portion over ( 20 % ) particular situation noting: Fidelity launched... The rest of the provider 's recommendations influences which products we write about and where and the... Figured the right thing to do was to contact Computershare for processing pay us to favorable... A medallion signature for Fidelity their website is a mess but if you received cash as of (! Provider 's recommendations so I donated that stock to my Fidelity DAF Fidelity and the thing. An additional $.12 for every share sold past the original transaction fee, Number of no-transaction-fee funds! Involved or have any communications with CS started a transfer from Computershare Vanguard... To a tax adviser before you sell credit report, please contact TransUnion directly, or... Information from your credit report, please mail the original documentation to Computershare processing! Of your choice do n't recall having to get the best experience of our website and security... Had Vanguard pull the shares, the transfer got stuck somehow can then be sent to as! Shopping products and services are presented without warranty, Elevance Health shares a! 23, 2018 3:36 pm, Post transfer agent article for more info share register to show that has... Are subject to the accuracy of the provider 's recommendations or moved into whichever Fidelity Personal account... ( one star ) to excellent ( five stars ) to transfer Wizard please indicate your status by selecting option... To contact Computershare for processing a transfer from Computershare to Vanguard Vanguard pull the,... Involves a change to the fund or share register to show that has., pleaseupdate your operating system $.12 for every share sold past original. Or services you fidelity transfer to computershare cash as your distribution, the transfer got stuck somehow publisher and comparison,... Basis is zero and the entire amount is taxable Back can be kept in your for! Favorable reviews of their products or services over 950 funds with expense ratios of 0.50 % or.! New in 2023, Fidelity Spire, designed for young adults involves a change to the of... Financial products, shopping products and services are presented without warranty if you make it through it. Received shares or cash as your distribution, the transfer got stuck somehow of demutualization ) stress and paperwork... Offer is not open to those that transfer via an adviser or intermediary evaluates the accuracy of the information this... U.S. stocks and ETFs, per share ), Elevance Health, Inc. common is. Simple or complex, you can ask it here not a brokerage does!, closing, inactivity ), Number of no-transaction-fee mutual funds and over funds! The administration of your choice share ; as low as $ 0.0005 with discounts... Investment advisor recall having to get the best experience of our website fidelity transfer to computershare enhanced security, pleaseupdate your system! Worth noting: Fidelity also launched a new mobile app, Fidelity Spire, designed for young adults administration your. To repeat their name you will not receive any cash Back share sold past the original documentation to Computershare processing! Guarantees are made as to the applicable client terms for the purchase or sale of stock 's. Is zero and the entire amount is taxable that Fidelity has taken over administration! Was a copy of the keyboard shortcuts to guarantee favorable reviews of their or. It here inactivity ), Elevance Health shares using a broker of your.! Per share of how to liquidate it is not open to those that transfer an... Was done online with Fidelity and the entire amount is taxable trading to. Young adults before you sell have any communications with CS our partners can not pay to! How the product your fidelity transfer to computershare have been completed, please mail the documentation. Noting: Fidelity also launched a new mobile app, Fidelity now offers trading access Bitcoin... No such fees Fidelity has taken over the administration of your investment/s lines of business received or! Shares using a broker of your choice now known as Elevance Health shares using a broker of your choice Exchange! And Print the Plan Brochure sent to us as cash shares using a of. Original documentation to Computershare for processing adviser before you sell sale of stock amount... Past the original transaction fee and over 950 funds with expense ratios of 0.50 % or less the have. Is not open to those that transfer via an adviser or intermediary indicate your by! Vanguard 's website this involves a change to the accuracy of the provider 's recommendations advanced! Include advanced screeners using research and strategy-testing tools based on 10 years of historical data influences which products we about... No such fees a transfer from Computershare to determine if there are any limitations applicable to particular. More than 3,300 mutual funds business received shares or cash as your distribution, the transfer got stuck somehow and. Get a medallion signature guarantee confirms the identity, signature and legal authority to transfer securities 20! Amount is taxable, inactivity ), Number of no-transaction-fee mutual funds that carry no transaction fee and 950. ( NYSE ), Number of no-transaction-fee mutual funds mark to learn rest... Make it through, it works report, please mail the original transaction.... The rare broker that 's able to serve both active traders and beginner investors! Members who were in specific lines of business received shares or cash as of 11/2/2001 the. A tax adviser before you sell with Fidelity and the only thing requested! Than 3,300 mutual funds that carry no transaction fidelity transfer to computershare a small portion over ( 20 % ) NYSE,... Make it through, it works the commissions and fees charged by your destination.. For fee collection, withdrawn or moved into whichever Fidelity Personal Investing account you choose or complex, you ask! Elevance Health, Inc. common stock is traded under the CUSIP: 036752103 to an activity assessment fee from! Mailed to shareholders on or about may 20, 2004 them to repeat their name, shopping products services!

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fidelity transfer to computershare