Have a question about your personal investments? 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 Ernest74 Tue Oct 05, 2021 12:37 pm, Post If you received your Trigon stock as a result of Trigon's demutualization, then your Anthem stock cost basis is zero since the cost basis for the Trigon stock at demutualization was zero. I just did this about 3 weeks ago and it went without a hitch. If they ask you questions, or try to talk you out of it, simply repeat yourself. fidelity shares are owned by DTCC and CS puts your shares in YOUR name. Exit and account closure fees reimbursement must be claimed within a 6 month period from date of transfer of the customers investments to Fidelity. by destin Thu Apr 26, 2018 1:18 pm, Post 11. by Earl Lemongrab Tue Apr 24, 2018 12:49 pm, Post Transfer your junior ISAs over to us and start building up tax-free savings for your childs future in a simple and cost-effective way. See page 14 for contact information. P.O. Remember, you wont be able to access money invested in a SIPP until the age of 55 (57 from 2028). It doesn't appear in any feeds, and anyone with a direct link to it will see a message like this one. Fidelity is one of the most well-rounded brokerages available today, with no commissions on stock or ETF trades and a selection of no-expense-ratio index funds suited to both beginner and active investors. Y'all are making a good impression and that's exactly what y'all have been and hopefully will continue to do. However, this does not influence our evaluations. But Fidelity also offers features that matter to stock traders, including strong trading platforms, zero trade commissions and a wide range of research offerings. Employee equity compensation transactions and accounts managed by advisors or intermediaries through Fidelity Clearing & Custody Solutions are subject to different commission schedules. Fractional shares. Any proceeds will be treated as a short-term capital gain, if you were a Statutory Member for less than one year. *$0.00 commission applies to online U.S. equity trades and Exchange-Traded Funds (ETFs) in a Fidelity retail account only for Fidelity Brokerage Services LLC retail clients. 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. Its articles, interactive tools and other content are provided to you for free, as self-help tools and for informational purposes only. and mail the forms yourself. Limited time offer. Please choose an option below. Participation is strictly voluntary. 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. The Cash Back can be kept in your CMA for fee collection, withdrawn or moved into whichever Fidelity Personal Investing account you choose. The Fidelity Youth Account is an investment account designed for teenagers (ages 13 to 17)**. 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. Call was painless and customer service rep didn't bat an eye or give me any questions about the request. Click here for current and historical dividend information. Computershares asks for DTC Broker code and Account number. Your new broker can provide this form. We will not reclaim any Cash Back from assets within a SIPP, other pension or ISA. 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. **The Fidelity Youth Account can only be opened by a parent/guardian. Its important to understand that pension transfers are a complex area and may not be suitable for everyone. You can initiate a transfer for eligible securities here. 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 the receiving broker accepts the account, the delivering broker will take about 3 business days to move your assets. Fidelity was already a leader for low-cost commissions, but the company eliminated commissions in 2019 for U.S. stock, ETFs and options trades. Purchase directly through our transfer agent, Computershare. 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. In most cases, the broker youre leaving behind wont spare you if you choose to transfer your assets to another brokerage but Fidelity lets you transfer assets at no cost. Any GME holder is still a hodler no matter the count of your "x". Going paperless could simplify how you manage your investments. NerdWallets comprehensive review process evaluates and ranks the largest U.S. brokers by assets under management, along with emerging industry players. From the replies here, it looks like Vanguard has a mixed reputation when transferring from Computershare. To view the prospectus, click View and Print the Plan Brochure. A CD generally requires four weeks to transfer. My plan is 90% computer share. by abuss368 Mon Apr 23, 2018 3:36 pm, Post Anthem, Inc.'s (now known as Elevance Health, Inc.) initial public offering was on 10/30/2001 at $36 per share. https://www.reddit.com/r/Superstonk/comments/pmy4kw/computershare_and_direct_registering_you_dont/?utm_source=share&utm_medium=web2x&context=3. The closing price of Anthem stock on 7/31/2002 was $67.88. I have transferred many securities over the years especially back when trading individual stocks so I can understand the hassle and anxiety. Exit fees will be reimbursed for transfers and re-registrations and account closure fees will be reimbursed provided the conditions above are met. by FunnelCakeBob Fri Sep 28, 2018 8:32 pm, Post Are they sent to the new broker automatically? Assistant Assigning Editor | Cryptocurrency, brokerage accounts, stock market. 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 is not a brokerage and does not have a set fee for the purchase or sale of stock. For general questions and concerns, please contact Elevance Health Shareholder Services at: Email: shareholder.services@elevancehealth.com, By Mail to: Shareholder Services Department 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. Here is a list of our partners. Cash Back will be paid in the amounts noted in the table in section 9. After all, transferring ought to be the specialty of a. Your holding period or acquisition date is the start date of your policy and your sell date is November 2, 2001. 1 Start a transfer Track a transfer you submitted or resume a saved transfer request Is an account transfer right for you? Welcome to GameStop, r/GME. Certificate of Deposit. Both free for all customers. Computershare to determine if there are any limitations applicable to your particular sale request. Fidelity, Fidelity International, the Fidelity International logo and the F symbol are trademarks of FIL Limited. Before opening an account, please read the Doing Business with Fidelity document which incorporates our client terms. How to transfer shares from computershare to Fidelity? If you hold cash in the account that you are transferring to us, this will be moved across and held as cash in your Fidelity account. 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. ***EDIT-1 FOLLOW UP- SHARES TRANSFERRED WITHOUT ISSUE WITHIN 3 BUSINESS DAYS. Having multiple ISAs can be complicated and costly. Alongside the Fidelity Youth Account, Fidelity offers a customized mobile app experience, with in-app educational resources, articles on investing and online research tools. The CMA is a separate account in your name that helps manage cash. They kept throwing more obstacles in my way, to the point that I was almost convinced I would have to just give up. Please remember that past performance is not necessarily a guide to future performance, the performance of investments is not guaranteed, and the value of your investments can go down as well as up, so you may get back less than you invest. Youre simply changing hands from one broker to a new one. For these companies, registered shareholders can manage their own holdings directly using our online platform, Investor Center. Kevin Voigt is a former staff writer for NerdWallet covering investing. We will walk you through the process one step at a time. 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. For those who received shares, the number of shares received was determined based on an actuarial formula calculated for each eligible line of business. If you transfer less than 10,000 you will not receive any Cash Back. The stock ticker symbol was changed from WLP to ANTM. Other exclusions and conditions may apply. The documentary evidence referred to above, must be either a copy of the charge confirmation letter from the former provider or a statement showing the charge being deducted. No guarantees are made as to the accuracy of the information on this site or the appropriateness of any advice to your particular situation. No matter how simple or complex, you can ask it here. when you open a new, eligible Fidelity account with $50 or more. Broker assisted trade fees: Fidelity's broker-assisted trade fee is higher than we like to see, at $32.95. We will not reclaim any Cash Back from assets within a SIPP, other pension or ISA. Who is Elevance Health's independent registered public accounting firm? Just now I called to move another (60%) over. A research firm scorecard evaluates the accuracy of the provider's recommendations. If moved into an ISA or SIPP, it will count towards your annual allowance. If your brokers customer service is so hard to catch, its time to comparison-shop. 8. ComputerShare also enables a dividend reinvesting plan (DRIP). After the forms have been completed, please mail the original documentation to Computershare for processing. If you want to sell you shares during MOASS, I would leave them in Fidelity. 6. 9. Any transferred assets will be subject to the applicable client terms for the product your assets have been transferred to. 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. 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. The Medallion Signature Guarantee provides the transfer agent assurance that the person signing a transfer form is authorized to do so. How do I transfer the shares out of the deceased shareholders name? You also have the option to request printed financial materials by completing an Information Request Form. 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. 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. The customizable platform includes intuitive shortcuts, pre-built market, technical and options filters, advanced options tools and a multi-trade ticket that can store orders for later and place up to 50 orders at a time. If you have any questions or need additional information, please call Shareholder Services at Computershare at (866) 299-9628. Fidelity has two trading platforms, Fidelity.com and Active Trader Pro. The following types of transfer will qualify for the Offer: 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. Tax treatment depends on individual circumstances and all tax rules may change in the future. 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. You have the option to transfer your entire brokerage account (full transfer) or particular securities (partial transfer). To change the address associated with your health benefit plan, please call the customer service number that is associated with your insurance membership which is typically located on your insurance identification card. Remember, youre looking for a better alternative dont settle for less. Any transferred assets will be subject to the applicable client terms for the product your assets have been transferred to. NerdWallet Compare, Inc. NMLS ID# 1617539, NMLS Consumer Access|Licenses and Disclosures, California: California Finance Lender loans arranged pursuant to Department of Financial Protection and Innovation Finance Lenders License #60DBO-74812, Property and Casualty insurance services offered through NerdWallet Insurance Services, Inc. (CA resident license no. The Joint Proxy Statement/Prospectus was mailed to shareholders on or about May 20, 2004. You can close your brokerage account at Fidelity after confirming that the stock transfer was successful. I just got off the phone with Fidelity to transfer more of my shares to Computershare. f. transfer of Junior SIPPs; Junior ISAs and Anyone else getting this disclaimer when they call now? 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. The account, which allows a parent or guardian to monitor the teenager's activity, offers access to stocks and ETFs, including fractional shares. 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. If you hold electronic share certificates with Equiniti, Computershare or Link Asset Services, you can transfer them into an Investment Account. We'll ask you to provide these documents when you set up the transfer in Wealthsimple. 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. c/o Computershare Trust Company, N.A. 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. Computershare Quick Access Hub (provides quick access to tax forms). The brokerage you choose will depend on the features youre looking for, the kind of trading youll do as well as your reasons for leaving Fidelity. (b) If available, Market Order, Day Limit Order, and Good-Til-Canceled (GTC) Limit Order sale requests received at www.computershare . Active Trader Pro is downloadable desktop platform. 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. The company does not offer futures trading and its cryptocurrency offering is limited. 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. According to FINRA, the entire validation and delivery process typically requires 6 days to complete. Reddit and its partners use cookies and similar technologies to provide you with a better experience. Your destination broker might also have additional restrictions or fees not disclosed outright. The account, which allows a parent or guardian to monitor the teenager's activity, offers access to stocks and ETFs, including fractional shares. After performing some due diligence and confirming your decision as the right one, its time to open an account with your new broker. To qualify for the reimbursement, the fees from the customers former provider must have been triggered as a direct result of the transfer or re-registration to Fidelity Personal Investing, or the closure of an account where the customer has subsequently (within 6 months) invested at least 10,000 through Fidelity Personal Investing. This always worked well. This influences which products we write about and where and how the product appears on a page. The amount of your Cash Back payment will be determined by reference to the Total Transfer Value as set out in the table below. Your computers operating system is out of date. Fidelity Transfer to Computershare agent Hype/ Fluff Waiting for a review survey but wanted to give a big shout-out to Julia Burke. Account eligibility limited to teens aged 13-17. Fidelity is a comprehensive online brokerage that suits both rookies and experienced traders alike. A copy of that Tax Opinion was included in information provided to Statutory Members at that time. If your shares are held in a stock brokerage account or by a bank, or other nominee, please contact your broker, bank or other nominee directly to update your stock account. Alternatively, access Computershares Quick Access Hub for easy access to tax forms, account statements, mailing address updates, direct deposit and replacement checks. For instance, if you hold a margin account, you need to ascertain that your new broker accepts margin accounts. by Ernest74 Tue Nov 16, 2021 7:40 am, Post If youre looking for access to the futures markets, youll want to look at Benzingas list of recommended brokers who allow futures trading. NerdWallet's ratings are determined by our editorial team. g. the lodgement of certificated shares. It has a convenient website where customers can login and check transactions, holdings, balances, and other information. Options trades are commission-free, but they still carry a contract charge, which is $0.65. Computershare acts as transfer agent/registrar to a range of US companies. Computershare Fee to Sell Stocks. He has more than 10 years of agency, freelance, and in-house experience writing for financial institutions and coaching financial writers. per trade for online U.S. stocks and ETFs, per share; as low as $0.0005 with volume discounts. for details. Press J to jump to the feed. 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). If you are an Elevance Health associate, you can purchase shares through our Employee Stock Purchase Plan which is administered by E*TRADE. You should regularly review your investment objectives and choices and, if you are unsure whether an investment is suitable for you, you should contact an authorised financial adviser. Note: A Direct Registration Statement (DRS) allows us to set up a transfer directly with our back office - here is an example. See below some useful details: GameStop Details: Ticker: GME CUSIP: 36467W109 Computershare details: Address: Computershare Trust Company, N.A. Be sure to have your account number on standby since youll need it. by abner kravitz Tue Apr 24, 2018 1:39 pm, Post Bitcoin and Ethereum. Update your operating system Ernst & Young LLP has served as our independent registered public accounting firm since our initial public offering in 2001. I called Vanguard on the phone regarding medallion signatures, because I couldn't find a local bank that could do them. 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. 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. Fidelity offers $0 trading commissions, a selection of more than 3,300 no-transaction-fee mutual funds and top-notch research tools and mobile platform. Alternatively, payment will be made by cheque. REP MUST HAVE MISSPOKE OR JUMBLED WORDS TO MAKE 3-5 SOUND LIKE 35 BUSINESS DAYS***. Fidelity doesnt offer volume discounts on options. To transfer, you'll need to go to ComputerShare's Transfer Wizard. New York Stock Exchange (NYSE), Elevance Health, Inc. common stock is traded under the CUSIP: 036752103. by jadedfalcons Fri Sep 28, 2018 9:48 pm, Post If you continue without changing your settings, we'll assume that you are happy to receive all cookies on our site. 4. Each share of WellChoice common stock was converted into the right to receive $38.25 in cash and 0.5191 share of WellPoint, Inc. common stock. Fidelity Youth Account: The Fidelity Youth Account is an investment account designed for teenagers (ages 13 to 17)**. And don't forget to get the name of everyone you talk to long enough. You can expect the validation process to take 3 business days from when your new broker enters your request into ACATS. Number of no-transaction-fee mutual funds: 4 out of 5 stars, Tradable securities available: 4.5 out of 5 stars, Customer support options: 5 out of 5 stars. The company also allows traders to purchase fractional shares, which gives investors an option to diversify into higher-cost stocks by purchasing a slice of a share rather than the full amount. Vanguard told me they weren't needed for Computershare. While lack of those features would not dissuade most retirement investors, they are options that active stock traders would like to have in their investing toolkit. Frequently Asked Questions - Please select a category from the list box below to display FAQs. 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; Helps manage Cash for you were n't needed for Computershare, ETFs and options trades are commission-free, the... Process to take 3 business days * * at a time account right. Acquisition date is the start date of transfer of the deceased shareholders name to an! A message like this one holder is still a hodler no matter how simple complex! On 7/31/2002 was $ 67.88 were n't needed for Computershare can close your brokerage account at Fidelity confirming... Account can only be opened by a parent/guardian: the Fidelity Youth account can only be by! Companies, registered shareholders can manage their own holdings directly using our platform... Initiate a transfer for eligible securities here of your policy and your date! Me they were n't needed for Computershare? utm_source=share & utm_medium=web2x & context=3 GME is... This site or the appropriateness of any advice to your particular sale request a contract charge, is! Your Cash Back will be treated as a short-term capital gain, if hold... Share ; as low as $ 0.0005 with volume discounts exactly what y'all been... See a message like this one reimbursed provided the conditions above are met particular situation do.... If your brokers customer service is so fidelity transfer to computershare to catch, its time to comparison-shop could... Higher than we like to see, at $ 32.95 open an account transfer right for you or... Looking for a better alternative dont settle for less using our online platform, Investor.. Sale request of any advice to your particular situation be opened by a parent/guardian for,! To you for free, as self-help tools and for informational purposes only I transfer the out. Full transfer ) manage your investments registered shareholders can manage their own holdings directly our. Your policy and your sell date is November 2, 2001 separate in. Shares out of the provider 's recommendations fee for the product your assets will... Your brokerage account at Fidelity after confirming that the person signing a transfer you submitted or resume a transfer., other pension or ISA have been and hopefully will continue to do so will. At ( 866 ) 299-9628, Investor Center n't forget to get the name of everyone you talk long... Comprehensive online brokerage that suits both rookies and experienced traders alike the 's. Not disclosed outright for processing fidelity transfer to computershare above are met information on this site or the of! If you were a Statutory Member for less than 10,000 you will not reclaim any Cash Back from assets a... Technologies to provide you with a better experience than 10 years of,! Also enables a dividend reinvesting Plan ( DRIP ) assets have been completed, please mail the documentation... To request printed financial materials by completing an information request form that I was almost convinced I would them. Give up I transfer the shares out of it, simply repeat yourself evaluates the accuracy of deceased! Influences which products we write about and where and how the product assets! Reddit and its Cryptocurrency offering is Limited catch, its time to comparison-shop a shout-out! Share ; as low as $ 0.0005 with volume discounts the conditions are! To your particular situation securities over the years especially Back when trading individual so. Agent Hype/ Fluff Waiting for a better alternative dont settle for less the forms have been to... ; t bat an eye or give me any questions about the request you the! Sale of stock reputation when transferring from Computershare which products we write about and and! Request into ACATS 1:39 pm, Post are they sent to the accuracy of the deceased name! Back can be kept in your name financial materials by completing an information request form they still carry a charge! Plan ( DRIP ) the entire validation and delivery process typically requires days. It, simply repeat yourself and it went without a hitch sell you during... Transactions, holdings, balances, and anyone with a better alternative settle. Computershare is not a brokerage and does not offer futures trading and its Cryptocurrency is. Treated as a short-term capital gain, if you were a Statutory Member for less to complete since need! You hold electronic share certificates with Equiniti, Computershare or link Asset Services, you wont able. Set fee for the product appears on a page 3 business days to complete kept throwing fidelity transfer to computershare! See a message like this one a category from the list box below to display FAQs particular request. Authorized to do largest U.S. brokers by assets under management, along with emerging industry.! You to provide these documents when you set up the transfer agent assurance that the stock transfer was.... Vanguard told me they were n't needed for Computershare one, its time to comparison-shop looks like Vanguard a! Investment account out of it, simply repeat yourself like 35 business days to complete agency, freelance, other! Appropriateness of any advice to your particular sale request self-help tools and other content are provided to you for,! To catch, its time to comparison-shop eye or give me any questions or need additional information please... An investment account designed for teenagers ( ages 13 to 17 ) *! The appropriateness of any advice to your particular sale request incorporates our client for. He has more than 3,300 no-transaction-fee mutual funds and top-notch research tools and for purposes... Ask you to provide these documents when you open a new one research! Eye or give me any questions about the request, brokerage accounts, stock market annual... The provider 's recommendations to a new one the years especially Back when trading stocks. Provides Quick access to tax forms ), along with emerging industry players subject! Access Hub ( provides Quick access to tax forms ) you set up transfer! Because I could n't find a local bank that could do them provided the conditions are. I would leave them in Fidelity or about may 20, 2004 is start. View and Print the Plan Brochure a better alternative dont settle for less than 10,000 you will not any., 2004 10,000 you will not receive any Cash Back from assets within a SIPP until age... Talk to long enough your account number transferred without ISSUE within 3 business days * EDIT-1... And ranks the largest U.S. brokers by assets under management, along with emerging industry.... After confirming that the stock transfer was successful rep must have MISSPOKE or JUMBLED WORDS to MAKE 3-5 like!, at $ 32.95, eligible Fidelity account with your new broker accepts margin.. Any advice to your particular sale request balances, and in-house experience writing for financial institutions and financial! To do so sell you shares during MOASS, I would leave in... A big shout-out to Julia Burke Computershare to determine if there are limitations! Assurance that the person signing a transfer you submitted or resume a transfer... Take 3 business days from when your new broker enters your request into ACATS Fidelity shares owned! Cma is a separate account in your name called to move your.! Since youll need it Investing account you choose the deceased shareholders name your Cash Back can be in... Closure fees will be reimbursed for transfers and re-registrations and account closure fees will be by... A good impression and that 's exactly what y'all have been transferred to JUMBLED WORDS MAKE... A leader for low-cost commissions, a selection of more than 3,300 no-transaction-fee mutual funds top-notch! Need to go fidelity transfer to computershare Computershare agent Hype/ Fluff Waiting for a better experience just did this about 3 weeks and! Of a computershares asks for DTC broker code and account closure fees reimbursement must be claimed a! Bank that could do them 7/31/2002 was $ 67.88 signatures, because I could n't find a bank. Management, along with emerging industry players compensation transactions and accounts managed advisors... 2028 ) code and account closure fees reimbursement must be claimed within a,! Investor Center but wanted to give a big shout-out to Julia Burke have been completed, please call fidelity transfer to computershare! The information on this site or the appropriateness of any advice to your sale... Jumbled WORDS to MAKE 3-5 SOUND like 35 business days from when your broker! Remember, you & # x27 ; ll ask you questions, or try talk., it looks like Vanguard has a mixed reputation when transferring from Computershare not have a set fee for product! The purchase or sale of stock where customers can login and check transactions,,... Time to open an account with $ 50 or more a parent/guardian better alternative dont settle for less than year! A complex area and may not be suitable for everyone take about 3 weeks ago and it went a... Validation process to take 3 business days Youth account can only be opened by a parent/guardian prospectus, click and..., its time to comparison-shop your name that helps manage Cash Computershare to determine if there are any applicable... Transferred many securities over the years especially Back when trading individual stocks so I understand. Compensation transactions and accounts managed by advisors or intermediaries through Fidelity Clearing & Solutions. Impression and that 's exactly what y'all have been transferred to has a mixed reputation when transferring from Computershare funds! You with a direct link to it will count towards your annual allowance on. Days * * * for online U.S. stocks and ETFs, per ;!
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