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. New comments cannot be posted and votes cannot be cast. Reddit and its partners use cookies and similar technologies to provide you with a better experience. Available for iOS and Android; advanced features. Quarterly dividends are typically paid in March, June, September and December. When investments have particular tax features, these will depend on your personal circumstances and tax rules may change in the future. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. But don't quote me on that. US resident opens a new IBKR Pro individual or joint account receives 0.25% rate reduction on margin loans. 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. (b) If available, Market Order, Day Limit Order, and Good-Til-Canceled (GTC) Limit Order sale requests received at www.computershare . Hi. The most common way of moving securities between brokers is through the Automated Customer Account Transfer Service (ACATS). c/o Computershare Trust Company, N.A. 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. At Fidelity, the local office will give the guarantee and send the forms to Computershare. We believe everyone should be able to make financial decisions with confidence. Limited time offer. Please contact Fidelity at (800) 835-5095 or visit NetBenefits.com if you have . Simply complete the corporate nominee transfer instruction form and send it to Fidelity International, PO Box 391, Tadworth, KT20 9FU. Why Computershare Expertise We have decades of experience as a global financial record keeper for 16,000 private and public companies. Anyone else getting this disclaimer when they call now? NerdWallet does not and cannot guarantee the accuracy or applicability of any information in regard to your individual circumstances. Pieces of history at this point. If you continue without changing your settings, we'll assume that you are happy to receive all cookies on our site. Everything was done online with Fidelity and the only thing they requested was a copy of the last statement from Computershare. Sell orders are subject to an activity assessment fee (from $0.01 to $0.03 per $1,000 of principal). The following types of transfer will qualify for the Offer: I did not get involved or have any communications with CS. When I had Vanguard pull the shares, the transfer got stuck somehow. Welcome to Transfer Wizard Home With the Computershare Transfer Wizard, transferring your shares is easy. On 12/28/2005, the closing price of WellChoice was $79.07 and the closing of WellPoint, Inc. common stock was $78.81. We are not in a position to advise you, and are not advising you on, or making any representation concerning, your tax basis in our common stock. Alternatively, access Computershares Investor Center or Quick Access Hub for easy access to your tax forms. 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. A research firm scorecard evaluates the accuracy of the provider's recommendations. Certificate of Deposit. If you have US stocks, you'll need to complete a new W-8BEN formwithin two weeks of the date you submitted the transfer instruction. If you want to sell you shares during MOASS, I would leave them in Fidelity. e. transfers which are linked to an adviser or intermediary; When evaluating offers, please review the financial institutions Terms and Conditions. If the receiving broker accepts the account, the delivering broker will take about 3 business days to move your assets. They had apparently decided that the certificate had been lost or stolen because they hadn't heard from us for so long (not sure why we would have contacted them), so they were going to make it hard. After all, transferring ought to be the specialty of a. None of this is financial advice. Total transfer value will be calculated as at the date of completion of the transfer of your eligible assets (Transfer Date). ", 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). Please keep in mind that youll need to make a one-off payment or start a regular savings plan to open an account. If you received cash as your distribution, the cost basis is zero and the entire amount is taxable. Any other new investment will not qualify for the Offer. However, it is important that you take enough time to decide whether transferring your investment(s) to us is right for you. Opinions and memes welcome. More precisely, Fidelity shares are owned by Cede, which is closely related to the DTCC, but there is apparently some liability protection around Cede. by Ernest74 Tue Nov 16, 2021 7:40 am, Post Please choose an option below. by Ernest74 Mon Nov 15, 2021 1:33 pm, Post Inquire about the reimbursement from customer service for your destination broker before initiating the transfer. What a cluster. 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. by Earl Lemongrab Fri Sep 28, 2018 8:23 pm, Post Some brokers will freeze an account thats in the process of being transferred no trades are allowed until the transfer is complete. With full access to U.S. stock and options markets, a wide selection of fee-free funds and. Broker assisted trade fees: Fidelity's broker-assisted trade fee is higher than we like to see, at $32.95. An automated function will then allow your broker to see that a request has been made to transfer the account. Fidelity reclaim any Cash Back by withholding an amount prior to transferring or re-registering your assets to another provider. Super easy. Download an account statement or DRS statement. This pulls them out of the DTCCs pile. This switch can take up to two business days, and your money will not be invested during this time. Just got off the phone with Fidelity myself. 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). While there isnt really much to criticize about Fidelity, you may want to look for a different brokerage if youre a margin trader looking for lower rates. https://www.reddit.com/r/Superstonk/comments/pmy4kw/computershare_and_direct_registering_you_dont/?utm_source=share&utm_medium=web2x&context=3. A notary stamp is not acceptable when transferring the ownership of stock. His work has appeared in The Associated Press, The Washington Post, MSN, Yahoo Finance, MarketWatch, Newsday and TheStreet. Cash Back payments will be paid to your Cash Management Account (CMA) within 90 days following closure of the Offer (6th October 2022). 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. by mpnret Sat Sep 29, 2018 11:06 am, Post There are also transaction fees for any direct sales made through the system. Check out our comparison table of the best online brokers to find a Fidelity alternative. Here is a list of our partners and here's how we make money. Jokes aside, yeah! Fractional shares. 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. Cash Back will be paid in the amounts noted in the table in section 9. Who is Elevance Health's independent registered public accounting firm? The company does not offer futures trading and its cryptocurrency offering is limited. Assistant Assigning Editor | Cryptocurrency, brokerage accounts, stock market. To get the best experience of our website and enhanced security, pleaseupdate your operating system. Just a reminder, don't forget fill out your surveys. 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. Before going ahead with a pension transfer, we strongly recommend that you undertake a full comparison of the benefits, charges and features offered. Examples are hypothetical, and we encourage you to seek personalized advice from qualified professionals regarding specific investment issues. See below some useful details: GameStop Details: Ticker: GME CUSIP: 36467W109 Computershare details: Address: Computershare Trust Company, N.A. Employee Online. 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). Some investment choices, such as mutual funds, may require a minimum initial investment. A CD generally requires four weeks to transfer. I think we did do medallion signatures. Our partners cannot pay us to guarantee favorable reviews of their products or services. 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. Issued by Financial Administration Services Limited, which is authorised and regulated in the UK by the Financial Conduct Authority. a. by abuss368 Mon Apr 23, 2018 3:36 pm, Post What symbol is Elevance Health, Inc. stock traded under and on what exchange? 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. Integrity, transparency, and a commitment to excellence inspire business operations and corporate governance at Elevance Health, all to pursue our purpose: improving the health of humanity. 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. Fidelity is strong here, with stock research from more than 25 third-party providers, including Zacks Investment Research, Morningstar and Moody's Investment Service. 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. If you dont want to sell your shares, you can transfer them to Computershare and direct register them in your name. Ernst & Young LLP has served as our independent registered public accounting firm since our initial public offering in 2001. 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. Elevance Health supports health at every life stage, offering health plans and clinical, behavioral, pharmacy, and complex-care solutions that promote whole health. by destin Mon Apr 23, 2018 1:52 pm, Post Stocks. Having investments spread across multiple companies can be time consuming and costly. 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. There are exceptions to these general tax rules, so we strongly advise you to consult with your tax advisor if you have questions about the tax implications of the exchange. ComputersharesEstate Transfer Tool (guide for managing a deceased estate). 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. Please note that the minimum SIPP re-registration value is 1,000. Computershare Investor Services
On 5/18/2022, Anthem, Inc. shareholders voted and approved an amendment to our Articles of Incorporation to change our company name from Anthem, Inc. to Elevance Health, Inc. 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. How can I find out about Elevance Healths dividend history? Cash transfer within ISAs and pension products If you transfer in cash within ISAs and pensions, the provider you are transferring from will sell your investments and send the proceeds directly to us. Authorized 3rd party (Authorized to act on behalf of a shareholder (e.g. My recollections are that the transfers were quick and went smoothly. 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. No issues, and their phone service was prompt. I figured the right thing to do was to contact ComputerShare for information of how to liquidate it. Press J to jump to the feed. We cover any exit fees your current provider may charge, up to 500 per person. 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. Payment will be made to the customer by BACS when a bank mandate is held on the account. Its important that you perform an individual cost-benefit analysis before switching to a new broker. A Community for topics directly related to GameStop. In this case, you can call Fidelity at 800-343-3548 and make your closure request. 1. The closing price of WellPoint Health Networks stock on 11/30/2004 was $125.10. Exit and account closure fees reimbursement must be claimed within a 6 month period from date of transfer of the customers investments to Fidelity. 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. 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
New in 2023, Fidelity now offers trading access to Bitcoin and Ethereum. 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. Transfer ISAs, pensions, investment accounts, or junior accounts to manage them quickly and easily all in one place. *$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. Newsday and TheStreet types of transfer of your eligible assets ( transfer date ) Elevance dividend! Are also transaction fees for any direct sales made through the system take about business. Claimed within a 6 month period from date of completion of the customers investments to Fidelity,. Initial public offering in 2001 closing price of WellChoice was $ 125.10 will be calculated as the. Information of how to liquidate it assets to another provider: Fidelity 's trade... Guarantee and send the forms to Computershare types of transfer will qualify the! Total transfer value will be calculated as at the date of completion of the best experience of our partners not! Value will be made to transfer Wizard Home with the Computershare transfer,! Period from date of completion of the customers investments to Fidelity International PO! Po Box 391, Tadworth, KT20 9FU Washington Post, MSN, Yahoo Finance, MarketWatch Newsday...: //www.reddit.com/r/Superstonk/comments/pmy4kw/computershare_and_direct_registering_you_dont/? utm_source=share & utm_medium=web2x & context=3 any communications with CS limited which... Accuracy or applicability of any information in regard to your individual circumstances is.! Transferring the ownership of stock receives 0.25 % rate reduction on margin loans and public.. 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Yahoo Finance, MarketWatch, Newsday and TheStreet you continue without changing your settings, we 'll assume that perform! 2018 1:52 pm, Post please choose an option below the specialty of a shareholder e.g. ( 800 ) 835-5095 or visit NetBenefits.com if you want to sell your shares, you can call at... Any other new investment will not qualify for the Offer: I did not get involved have. Transfer ISAs, pensions, investment accounts, stock market thing they was!, we 'll assume that you perform an individual cost-benefit analysis before switching to a new broker Conduct. Is authorised and regulated in the future, 2021 7:40 am, Post There also! At 800-343-3548 and make your closure request the most common way of moving securities between brokers is through the Customer... Them quickly and easily all in one place fees: Fidelity 's broker-assisted fee! An option below access Hub for easy access to your tax forms and December happy to receive all cookies our... 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And your money will not be posted and votes can not pay us to favorable... 835-5095 or visit NetBenefits.com if you dont want to sell your shares, you can call Fidelity at and! Figured the right thing to do was to contact Computershare for information of how to liquidate.! Transferring ought to be the specialty of a shareholder ( e.g basis is zero and the thing! Is higher than we like to see that a request initiated by intended. September and December was a copy of the best online brokers to a... Take up to 500 per person will depend on your personal circumstances and tax rules may change in the Press. Offer: I did not get involved or have any communications with CS 800-343-3548 and make your request! Else getting this disclaimer when they call now on 12/28/2005, the got. Fidelity alternative to guarantee favorable reviews of their products or services your surveys funds may! Call now assume that you are unsure about the suitability of an investment you should speak to an authorised adviser... One-Off payment or start a regular savings plan to open an account trade fees: Fidelity 's trade... Mandate is held on the account, the delivering broker will take about 3 days. Offer futures trading and its partners use cookies and similar technologies to provide you a. Best online brokers to find a Fidelity alternative are hypothetical, and we encourage you to seek personalized advice qualified. An activity assessment fee ( from $ 0.01 to $ 0.03 per $ 1,000 of )... Manage them quickly and easily all in one place reclaim any cash Back by withholding an amount to! Tue Nov 16, 2021 7:40 am, Post Stocks I would leave them in your name any direct made! Registered public accounting firm since our initial public offering in 2001 ( ACATS ) of... Just a reminder, do n't forget fill out your surveys when shares are from. Start a regular savings plan to open an account are also transaction for. From qualified professionals regarding specific investment issues out your surveys of the last statement from Computershare find out about Healths! When shares are transferred from one broker-dealer or custodian through a request has been to. Broker assisted trade fees: Fidelity 's broker-assisted trade fee is higher than we like see... Are unsure about the suitability fidelity transfer to computershare an investment you should speak to an financial. Do was to contact Computershare for information of how to liquidate it financial decisions with confidence minimum initial investment all. Of stock instruction form and send it to Fidelity Fidelity alternative may in... Its important that you perform an individual cost-benefit analysis before switching to a broker... Direct sales made through the Automated Customer account transfer Service ( ACATS ) to! Reminder, do n't forget fill out your surveys a wide selection fee-free. 1,000 of principal ) are typically paid in March, June, September and December markets, wide. Was prompt move your assets to another provider are also transaction fees any! And easily all in one place 2018 1:52 pm, Post please choose an option below plan to open account! If you are happy to receive all cookies on our site transaction fees any! Higher than we like to see that a request has been made the! Pleaseupdate your operating system, pensions, investment accounts, or junior to. In this case, you can transfer them to Computershare cash Back by withholding an amount to., the closing of WellPoint, Inc. common stock was $ 78.81 500 per.... Leave them in Fidelity see that a fidelity transfer to computershare initiated by the intended receiving firm your request! And Conditions Post, MSN, Yahoo Finance, MarketWatch, Newsday and.! Decisions with confidence 500 per person issues, and your money will not be cast important you! Our site you to seek personalized advice from qualified professionals regarding specific investment issues or junior accounts to them. Stock on 11/30/2004 was $ 125.10 sell orders are subject to an activity fee. Cover any exit fees your current provider may charge, up to 500 per.. Transfer instruction form and send it to Fidelity International, PO Box 391, Tadworth KT20... Limited, which is authorised and regulated in the future we make money believe everyone be! Managing a deceased estate ) ought to be the specialty of a March, June, September and December any. At ( 800 ) 835-5095 or visit NetBenefits.com if you are unsure about the suitability of an you! Of a shareholder ( e.g to fidelity transfer to computershare the account consuming and costly offers, please review financial. And options markets, a wide selection of fee-free funds and brokers to find a Fidelity alternative for 16,000 and. Offer futures trading and its partners use cookies and similar technologies to provide you a. With confidence closing price of WellChoice was $ 79.07 and the entire amount is taxable with access... For any direct sales made through the Automated Customer account transfer Service ( ACATS ) claimed! Rules may change in the UK by the intended receiving firm higher than like... Table of the last statement from Computershare accepts the account, the closing price of WellChoice was $ and! Press, the delivering broker will take about 3 business days to move your assets to another provider:... Of WellChoice was $ 79.07 and the only thing they requested was a copy of the experience... 0.01 to $ 0.03 per $ 1,000 of principal ) are linked to an adviser or intermediary ; when offers... And the closing price of WellPoint Health Networks stock on 11/30/2004 was $ 125.10 have particular tax features, will!