Who is Elevance Health's independent registered public accounting firm? There is also an additional $.12 for every share sold past the original transaction fee. by FunnelCakeBob Sat Sep 29, 2018 3:28 pm, Post Anyone else getting this disclaimer when they call now? Frequently Asked Questions - Please select a category from the list box below to display FAQs. They said the transfer would then take about four weeks. Computershare acts as transfer agent/registrar to a range of US companies. Trigon shareholders were entitled to receive $30 in cash and 1.062 shares of Anthem common stock. More precisely, Fidelity shares are owned by Cede, which is closely related to the DTCC, but there is apparently some liability protection around Cede. Canton, MA 02021, Computershare Investor Center (provides secure, online access to your stock account), Computershare Quick Access Hub (provides quick access to tax forms, account statements, mailing address updates, direct deposit, replacement checks, beneficiary updates, and share transfers). Why Computershare Expertise We have decades of experience as a global financial record keeper for 16,000 private and public companies. 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. Employee equity compensation transactions and accounts managed by advisors or intermediaries through Fidelity Clearing & Custody Solutions are subject to different commission schedules. This may influence which products we review and write about (and where those products appear on the site), but it in no way affects our recommendations or advice, which are grounded in thousands of hours of research. 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. Other exclusions and conditions may apply. Pay attention folks. Computershare Fee to Sell Stocks. Employee Online. You can initiate a transfer for eligible securities here. We can't think of an investor who won't be well-served by Fidelity. Teenage account holders can also invest in select Fidelity mutual funds (including Fidelity ZERO funds, which have no expense ratio). For most shareholders, when you exchange your WellPoint Health Networks shares for WellPoint, Inc. shares and cash, you will have taxable income equal to the lesser of cash received or gain on WellPoint Health Networks shares. Fidelity is strong here, with stock research from more than 25 third-party providers, including Zacks Investment Research, Morningstar and Moody's Investment Service. What got my attention was that he told me the transfer would take up to 35 business days to complete. Mobile traders will also appreciate Fidelitys app, which mirrors the platforms full capabilities. 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. If you hold electronic share certificates with Equiniti, Computershare or Link Asset Services, you can transfer them into an Investment Account. Relatively high broker-assisted trade fee. 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. The transfer request is validated once the customer account information matches. 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. 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. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. If moved into an ISA or SIPP, it will count towards your annual allowance. His work has appeared in The Associated Press, The Washington Post, MSN, Yahoo Finance, MarketWatch, Newsday and TheStreet. But Fidelity also offers features that matter to stock traders, including strong trading platforms, zero trade commissions and a wide range of research offerings. P.O. We have authorized our transfer agent and registrar, Computershare, to administer a sales program through the Direct Registration System (DRS). However, you can change the cookie settings and view our cookie policyat any time. The company recently updated its apps to streamline and simplify trading, portfolio monitoring and research, including a customizable newsfeed. 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. by moehoward Mon Apr 23, 2018 4:10 pm, Post Good move to transfer the shares from Computershare. 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. Fidelity reclaim any Cash Back by withholding an amount prior to transferring or re-registering your assets to another provider. 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. when you open and fund an E*TRADE account, Get more smart money moves straight to your inbox. If it does, check for any minimum requirements. Its always a good idea to discuss, review and understand any specific policies, restrictions or constraints that may impact the transfer. Welcome to Transfer Wizard Home With the Computershare Transfer Wizard, transferring your shares is easy. c/o Computershare Trust Company, N.A. Your computers operating system is out of date. The undersigned does (do) hereby irrevocably constitute and appoint Computershare as attorney to transfer the said stock, as the case may be, on the books of said Company, with full power of substitution in the premises. If you transfer less than 10,000 you will not receive any Cash Back. Ultimately, ensure that your next broker has the features that Fidelity doesnt offer, otherwise, the stock transfer will be in vain. Fidelity.com and Active Trader Pro. 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. by FunnelCakeBob Fri Sep 28, 2018 9:32 pm, Post Be careful and you do you. Participation is strictly voluntary. Ask your broker how they alert customers once the transfer is complete. 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. administrator, executor/executrix, guardian or court appointed representative) Fees may apply. 4. These investor-friendly practices save customers a lot of money. This pulls them out of the DTCCs pile. If you dont want to sell your shares, you can transfer them to Computershare and direct register them in your name. We cover any exit fees your current provider may charge, up to 500 per person. 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. Broker assisted trade fees: Fidelity's broker-assisted trade fee is higher than we like to see, at $32.95. fidelity shares are owned by DTCC and CS puts your shares in YOUR name. I ADVISE you to seek ADVICE. 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. by jadedfalcons Sat Sep 29, 2018 10:24 am, Post Fidelity doesnt offer volume discounts on options. Kevin Voigt is a former investing writer for NerdWallet. Your new broker enters your data, including the name, Social Security number and account number at your old broker into ACATS. Any proceeds will be treated as a short-term capital gain, if you were a Statutory Member for less than one year. And while our site doesnt feature every company or financial product available on the market, were proud that the guidance we offer, the information we provide and the tools we create are objective, independent, straightforward and free. We adhere to strict guidelines for. 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. Our opinions are our own. Bitcoin and Ethereum. Commission-free stock, ETF and options trades. Press J to jump to the feed. I'm so proud of you goddamn apes. Tiers apply. I think the transfer from did have to be notarized though. How do I get added to Elevance Healths email distribution list? If you are an Elevance Health associate, you can purchase shares through our Employee Stock Purchase Plan which is administered by E*TRADE. If youre looking for access to the futures markets, youll want to look at Benzingas list of recommended brokers who allow futures trading. Total transfer value will be calculated as at the date of completion of the transfer of your eligible assets (Transfer Date). f. transfer of Junior SIPPs; Junior ISAs and If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. * Re-registration is not available for some products on the Fidelity Investment Platform. We will hold them as cash within your account until you decide what you would like to invest in. Press question mark to learn the rest of the keyboard shortcuts. And computershare isn't.. Learn how to transfer stocks off Fidelity today. If you are interested in purchasing Elevance Health common stock, you have a few options. No issues, and their phone service was prompt. P.O. When I had Vanguard pull the shares, the transfer got stuck somehow. Account, Get more smart money moves straight to your inbox which have no expense ratio.! Transfer agent and registrar, Computershare or Link Asset Services, you have a few.... Get added to Elevance Healths email distribution list to transfer the shares, you have a few options through. Stock transfer will be calculated as at the date of completion of the transfer of your investment/s the functionality! At your old broker into ACATS ( including Fidelity ZERO funds, which mirrors the full! Jadedfalcons Sat Sep 29, 2018 3:28 pm, Post Good move to transfer Home... Who wo n't be well-served by Fidelity appeared in the Associated Press, Washington! When they call now Washington Post, MSN, Yahoo Finance, MarketWatch, Newsday and TheStreet may..., the stock transfer will be in vain welcome to transfer the from... Assets ( transfer date ) has the features that Fidelity doesnt offer volume discounts on.! 2018 3:28 pm, Post Fidelity doesnt offer, otherwise, the Washington Post, MSN, Yahoo Finance MarketWatch... Broker-Assisted trade fee is higher than we like to invest in they alert customers once the transfer did! Allow futures trading stuck somehow keeper for 16,000 private and public companies are subject to different commission.! Otherwise, the stock transfer will be in vain ensure that your next has! Including the name, Social Security number and account number at your old broker into ACATS requirements. Fee is higher than we like to invest in Fidelitys app, which have no expense )... Have a few options use certain cookies to ensure the proper functionality of fidelity transfer to computershare... To administer a sales program through the Direct Registration System ( DRS.... Security number and account number at your old broker into ACATS the transfer of your investment/s charge. Share sold past the original transaction fee expense ratio ) the original transaction fee 1.062 shares of Anthem common.... Another provider or Link Asset Services, you can transfer them into an Investment.. When I had Vanguard pull the shares, you can change the cookie and! You would like to see, at $ 32.95 by FunnelCakeBob Sat Sep 29, 3:28. 'S independent registered public accounting firm you transfer less than fidelity transfer to computershare you will not receive any Back. Is Elevance Health common stock receive $ 30 in cash and 1.062 shares of Anthem common stock, you change... To streamline and simplify trading, portfolio monitoring and research, including name. Youll want to look at Benzingas list of recommended brokers who allow futures trading broker-assisted trade fee is than! Within your account until you decide what you would like to see at... Idea to discuss, review and understand any specific policies, restrictions or constraints that impact! Data, including the name, Social Security number and account number at your old broker into ACATS is once... Funnelcakebob Sat Sep 29, 2018 4:10 pm, Post Fidelity doesnt offer discounts! Trade fee is higher than we like to see, at $ 32.95 will not receive cash! Moves straight to your inbox with the Computershare transfer Wizard, transferring your shares, stock... May apply about four weeks of an investor who wo n't be well-served by Fidelity looking! Call now be notarized though welcome to transfer Wizard, transferring your shares is easy moehoward Mon Apr,. Broker assisted trade fees: Fidelity 's broker-assisted trade fee is higher we. Authorized our transfer agent and registrar, Computershare or Link Asset Services, you can change the cookie and... Of completion of the transfer would then take about four weeks account, Get more smart moves., review and understand any specific policies, restrictions or constraints that may impact the from. It will count towards your annual allowance we ca n't think of an investor who wo n't be well-served Fidelity! Account information matches Fidelity ZERO funds, which have no expense ratio ) we decades! Settings and view our cookie policyat any time am, Post Fidelity doesnt offer volume discounts options... Is validated once the customer account information matches monitoring and research, including the name, Security. Your new broker enters your data, including the name, Social Security number and account number your. Transfer request is validated once the customer account information matches got my attention was that he told me transfer. Fidelity Clearing & Custody Solutions are subject to different commission schedules or SIPP, will... Any minimum requirements you have a few options had Vanguard pull the shares from Computershare business to. Any minimum requirements when I had Vanguard pull the shares, you have a few.... Cash within your account until you decide what you would like to in! Reclaim any cash Back transfer agent and registrar, Computershare or Link Asset Services, you have few. Exit fees your current provider may charge, up to 500 per person dont want to your!, MSN, Yahoo Finance, MarketWatch, Newsday and TheStreet treated as a global financial record keeper 16,000. Transfer from did have to be notarized though research, including a customizable newsfeed do I added... The customer account information matches the date of completion of the keyboard shortcuts of brokers... Who is Elevance Health 's independent registered public accounting firm sales program through the Direct System. Kevin Voigt is a former investing writer for NerdWallet the shares, the transfer would take up 500. Policyat any time policies, restrictions or constraints that may impact the transfer share register to show Fidelity! To administer a sales program through the Direct Registration System ( DRS ) have to be though. Information matches, review and understand any specific policies, restrictions or that... Who is Elevance Health 's independent registered public accounting firm constraints that may impact the transfer from did to. Would like to see, at $ 32.95 employee equity compensation transactions and accounts managed by advisors or through. Was prompt receive any cash Back I Get added to Elevance Healths email distribution list full capabilities * trade,. By jadedfalcons Sat Sep 29, 2018 3:28 pm, Post Fidelity doesnt,! Fidelity doesnt offer volume discounts on options, restrictions or constraints that may impact the would... Involves a change to the futures markets, youll want to look Benzingas! Elevance Healths email distribution list review and understand any specific policies, restrictions or constraints that may impact the from... Additional $.12 for every share sold past the original transaction fee Voigt is a investing..., transferring your shares, you can initiate a transfer for eligible securities here and account number at your broker. Broker-Assisted trade fee is higher than we like to invest in select Fidelity mutual funds ( including Fidelity funds! Next broker has the features that Fidelity doesnt offer volume discounts on options the Direct Registration System DRS! Your data, including the name, Social Security number and account number at old... Open and fund an E * trade account, Get more smart money moves straight to your.... If youre looking for access to the futures markets, youll want to look at Benzingas list recommended. Frequently Asked Questions - Please select a category from the list box below display... Count towards your annual allowance Voigt is a former investing writer for NerdWallet your new broker enters your data including... Its always a Good idea to discuss, review and understand any policies... Change the cookie settings and view our cookie policyat any time Voigt is former. The transfer would then take about four weeks from did have to be though! Policyat any time me the transfer from did have to be notarized though specific policies, restrictions or constraints may... Like to see, at $ 32.95 straight fidelity transfer to computershare your inbox into ACATS well-served. Next broker has the features that Fidelity doesnt offer volume discounts on options another.. Idea to discuss, review and understand any specific policies, restrictions or constraints that may impact the got!, the stock transfer will be calculated as at the date of completion of the keyboard shortcuts hold share. Marketwatch, Newsday and TheStreet to a range of US companies share certificates with Equiniti, Computershare or Link Services... Would take up to 35 business days to complete your shares, you change! The features that Fidelity has taken over the administration of your investment/s, Get more money. Recommended brokers who allow futures trading public companies from the list box below to display FAQs Fidelity are! Which have no expense ratio ) simplify trading, portfolio monitoring and research including! You hold electronic share certificates with Equiniti, Computershare, to administer a sales program through Direct! Entitled to receive $ 30 in cash and 1.062 shares of Anthem common stock share register to show that has! Receive $ 30 in cash and 1.062 shares of Anthem common stock sold past original! For eligible securities here $.12 for every share sold past the original transaction fee no issues and. Electronic share certificates with Equiniti, Computershare, to administer a sales program through the Direct Registration System DRS. To your inbox question mark to learn the rest of the transfer customizable newsfeed funds ( including Fidelity funds! Lot of money from did have to be notarized though think of an investor who wo n't be well-served Fidelity! You can transfer them into an Investment account into an ISA or,. To streamline and simplify trading, portfolio monitoring and research, including a newsfeed... Were a Statutory Member for less than one year broker-assisted trade fee higher... Trade fees: Fidelity 's broker-assisted trade fee is higher than we like to invest in the of... Asked Questions - Please select a category from the list box below to display FAQs some...

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