By accepting all cookies, you agree to our use of cookies to deliver and maintain our services and site, improve the quality of Reddit, personalize Reddit content and advertising, and measure the effectiveness of advertising. In most cases, when you exchange your Trigon shares for Anthem shares and cash, you will recognize a gain (but not loss) equal to the lesser of: the excess, if any, of (i) the sum of the cash and fair market value of Anthem stock received ($67.88/share), over (ii) your cost of the Trigon stock (your tax basis), or the cash that you received. Become a NerdWallet member, and well send you tailored articles we think youll love. Fidelity, Fidelity International, the Fidelity International logo and the F symbol are trademarks of FIL Limited. Cash Back payments will be paid to your Cash Management Account (CMA) within 90 days following closure of the Offer (28th February 2022). I did have 10 shares of a physical shares that mucked things up. 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. We promote offers on a regular basis. OK92033) Property & Casualty Licenses, NerdWallet | 55 Hawthorne St. - 11th Floor, San Francisco, CA 94105, Fidelity Investments Review 2023: Pros, Cons and How It Compares. Check out our comparison table of the best online brokers to find a Fidelity alternative. My recollections are that the transfers were quick and went smoothly. My call lasted 12 minutes and only because I kept needing her to repeat stuff as well as get my transaction number AS WELL AS asking her questions. Its important to understand that pension transfers are a complex area and may not be suitable for everyone. Computershare Investor Services If the cash transfer is not within a pension or ISA, that amount will not count toward your total for the Offer. Zero (see Demutualization Cost Basis below). It doesn't appear in any feeds, and anyone with a direct link to it will see a message like this one. by destin Tue May 15, 2018 3:58 pm, Post Computershare does not charge any fees for account maintenance or stock transfers. How do I get added to Elevance Healths email distribution list? Fidelity will not cover any bid-offer spreads or any capital gains tax liability arising as a result of these transactions. If you hold electronic share certificates with Equiniti, Computershare or Link Asset Services, you can transfer them into an Investment Account. Benzingas list of recommended brokers is a good place to start your search for Fidelity alternatives. You have the option to transfer your entire brokerage account (full transfer) or particular securities (partial transfer). Read the latest press releases and news from Elevance Health, where we strive to elevate whole health and advance health beyond healthcare. fidelity shares are owned by DTCC and CS puts your shares in YOUR name. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. Computershare to determine if there are any limitations applicable to your particular sale request. This taxable income would usually be treated as capital gain. Fidelity is strong here, with stock research from more than 25 third-party providers, including Zacks Investment Research, Morningstar and Moody's Investment Service. If you are interested in purchasing Elevance Health common stock, you have a few options. It's easy until you reach the end. Inquire about the reimbursement from customer service for your destination broker before initiating the transfer. You must also remember that trading securities during the account transfer process will often complicate and derail the transfer. 5. As my plan is to sell in 10% increments. For the avoidance doubt, if during this period you link to a Fidelity adviser and your assets are transferred to Fidelity Adviser Solutions (formerly FundsNetwork) this does not constitute a transfer to another provider. Use code FIDELITY100. 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 for assistance. This Offer excludes: Improving health for everyone is possible. Any GME holder is still a hodler no matter the count of your "x". If they ask you questions, or try to talk you out of it, simply repeat yourself. 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. by buckkeeper Thu Mar 28, 2019 4:58 pm, Post 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. W Be careful and you do you. Once an account with your new broker is ready, you need to instruct a stock transfer. I called Vanguard on the phone regarding medallion signatures, because I couldn't find a local bank that could do them. When investments have particular tax features, these will depend on your personal circumstances and tax rules may change in the future. I used a ME transfer form, attached the stock statements from Computershare, and gave it to the investment analyst at ME. Initial Public Offering - October 2001, Purchase directly through our transfer agent, Computershare. A research firm scorecard evaluates the accuracy of the provider's recommendations. 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. To transfer assets you must submit a correctly completed form online or by paper by 28th February 2022. We suggest that you consult your personal tax advisor as to the tax basis of shares received in the demutualization. Your new broker will then review this list of assets and choose whether to accept the transfer. Trigon shareholders were entitled to receive $30 in cash and 1.062 shares of Anthem common stock. ComputerShare also enables a dividend reinvesting plan (DRIP). Fidelity will not reimburse the customer for any loss of investment returns, loss of interest, dealing charges, penalties for transferring investments before their maturity dates or any other charges associated with your transfer or re-registration. 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. The Cash Back can be kept in your CMA for fee collection, withdrawn or moved into whichever Fidelity Personal Investing account you choose. Pieces of history at this point. At Vanguard, you will need to get the guarantee from a bank, etc. The questionnaire answers, combined with demonstrations, interviews of personnel at the providers and our specialists hands-on research, fuel our proprietary assessment process that scores each providers performance across more than 20 factors. Step 1. They preferred a newer one but whatever you could provide to prove ownership was acceptable. The Transfer Wizard will walk you through all necessary steps, including administrative data like account holder name, social security number, gaining brokerage, and shares to transfer. For those who received shares, the number of shares received was determined based on an actuarial formula calculated for each eligible line of business. 3. 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. Terms apply. I believe there is an electronic form you can fill out to start the process. 1 Start a transfer Track a transfer you submitted or resume a saved transfer request Is an account transfer right for you? The account, which allows a parent or guardian to monitor the teenager's activity, offers access to stocks and ETFs, including fractional shares. X and xx holders are the glue holding this rocket together my brother. Please review the. Customer support options (includes how easy it is to find key details on the website). The closing price of WellPoint Health Networks stock on 11/30/2004 was $125.10. On 12/28/2005, the closing price of WellChoice was $79.07 and the closing of WellPoint, Inc. common stock was $78.81. If you purchased your shares of Trigon stock, then your cost basis for the Anthem stock would be the same as the cost basis for the Trigon stock. The scoring formula for online brokers and robo-advisors takes into account over 15 factors, including account fees and minimums, investment choices, customer support and mobile app capabilities. 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. 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). Whom do I contact to obtain a copy of my 1099-DIV or 1099-B tax form? Fidelity.com and Active Trader Pro. Your new broker can provide this form. Here is a list of our partners and here's how we make money. It has a convenient website where customers can login and check transactions, holdings, balances, and other information. Teenage account holders can also invest in select Fidelity mutual funds (including Fidelity ZERO funds, which have no expense ratio). If the receiving broker accepts the account, the delivering broker will take about 3 business days to move your assets. Anthem, Inc.'s (now known as Elevance Health, Inc.) initial public offering was on 10/30/2001 at $36 per share. Transfer ISAs, pensions, investment accounts, or junior accounts to manage them quickly and easily all in one place. Initiate the transfer from Fidelity. Many or all of the products featured here are from our partners who compensate us. Please choose an option below. The company does not offer futures trading and its cryptocurrency offering is limited. However, this does not influence our evaluations. Simply complete the corporate nominee transfer instruction form and send it to Fidelity International, PO Box 391, Tadworth, KT20 9FU. Your holding period or acquisition date is the start date of your policy and your sell date is November 2, 2001. What is a Medallion Signature Guarantee and where can I get one? 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. Purchase directly through our transfer agent, Computershare. This website does not contain any personal recommendations for a particular course of action, service or product. Authorized 3rd party (Authorized to act on behalf of a shareholder (e.g. Its important to understand that pension transfers are a complex area and may not be suitable for everyone. Exit fees will be reimbursed for transfers and re-registrations and account closure fees will be reimbursed provided the conditions above are met. by moehoward Mon Apr 23, 2018 4:10 pm, Post I'm so proud of you goddamn apes. Remember, some brokers will entice you with the incentive to offer a rebate of the transfer fee as a way of encouraging you to make the switch. I did not get involved or have any communications with CS. Computershare considers batch orders "an accumulation of all sales requests for a security . John C. Bogle: Simplicity is the master key to financial success. by jadedfalcons Fri Sep 28, 2018 9:48 pm, Post Withdrawals from a Junior ISA will not be possible until the child reaches age 18. for details. 150 Royall Street, Suite 101 As with Fidelity, youll probably not need any special onboarding once you open an account with a new broker. Some brokers will freeze an account thats in the process of being transferred no trades are allowed until the transfer is complete. They will only transfer whole shares, any fractional shares will be sold off. The closing price of Anthem stock on 7/31/2002 was $67.88. Options trades are commission-free, but they still carry a contract charge, which is $0.65. The CMA is a separate account in your name that helps manage cash. After filling out their online forms they asked me to print it all out, add some additional materials, and mail it in. New York Stock Exchange (NYSE), Elevance Health, Inc. common stock is traded under the CUSIP: 036752103. Just now I called to move another (60%) over. Every batch order has a transaction fee of $15.00. Everything was done online with Fidelity and the only thing they requested was a copy of the last statement from Computershare. e. transfers which are linked to an adviser or intermediary; Highlights include advanced screeners using research and strategy-testing tools based on 10 years of historical data. We switched from issuing physical stock certificates to electronic bookkeeping in December 2014. 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. Teenage account holders can also invest in select Fidelity mutual funds (including Fidelity ZERO funds, which have no expense ratio). If you have any questions or need additional information, please call Shareholder Services at Computershare at (866) 299-9628. 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. Technology by Earl Lemongrab Tue Apr 24, 2018 12:49 pm, Post Research supports our commitment to innovation and our pursuit of moving health forward. If you transfer less than 10,000 you will not receive any Cash Back. When evaluating offers, please review the financial institutions Terms and Conditions. Transfer was done in about 2 days. Pre-qualified offers are not binding. 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. 6. 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; All financial products, shopping products and services are presented without warranty. 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 were a Statutory Member for more than one year, the proceeds will be treated as a long-term capital gain. Issued by Financial Administration Services Limited, which is authorised and regulated in the UK by the Financial Conduct Authority. by Horsefly Fri Sep 28, 2018 9:02 pm, Post 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. Please note that the minimum SIPP re-registration value is 1,000. You cant transfer assets from a leveraged account into a cash account. Cash received amounted to $39.60 per share. Step 1: Review your alternative broker options. I plan to hold on forever , https://www.reddit.com/r/Superstonk/comments/plyne9/turning_skeptics_into_believers_computershare/?utm_source=share&utm_medium=web2x&context=3. In submitting the sale instruction, you agree that Computershare may transfer your shares to complete the sale, including transfers to a nominee account of Computershare and to Computershare's brokerage firm. Its zero-fee index funds and strong customer service reputation are just icing on the cake. Phone, email and live chat 24/7; more than 200 local branches. Fees may apply. This always worked well. Computershare Fee to Sell Stocks. We can only transfer cash in sterling (GBP) to your Fidelity account. The final output produces star ratings from poor (one star) to excellent (five stars). Sell orders are subject to an activity assessment fee (from $0.01 to $0.03 per $1,000 of principal). See below some useful details: GameStop Details: Ticker: GME CUSIP: 36467W109 Computershare details: Address: Computershare Trust Company, N.A. Both are free for all customers. Do Not Sell My Personal Data/Privacy Policy. A Community for topics directly related to GameStop. Create an account to follow your favorite communities and start taking part in conversations. For starters, youll need to think about the type of account you own and replicate the same with your new broker. What months are dividends typically paid? They're all book entry, no longer in DRIP. Importantly, the account also puts some risky investments and investment strategies off limits, including options and margin trading. Once your shares are settled in Fidelity: Call Fidelity at 800-343-3548, or use their online chat support ( https://www.fidelity.com/customer-service/contact-us ). The app includes the ability to trade with more contextual explainers on trading topics and terms, like "bid price and dividends.. If youre looking for access to the futures markets, youll want to look at Benzingas list of recommended brokers who allow futures trading. Simply complete the corporate nominee transfer instruction form and send itto Fidelity International, PO Box 391, Tadworth, KT20 9FU. More precisely, Fidelity shares are owned by Cede, which is closely related to the DTCC, but there is apparently some liability protection around Cede. 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. It gives an accuracy-weighted sentiment derived from the ratings of independent research providers on Fidelity.com.". Relatively high broker-assisted trade fee. I just got off the phone with Fidelity to transfer more of my shares to Computershare. More than 3,300 no-transaction-fee mutual funds. Our estimates are based on past market performance, and past performance is not a guarantee of future performance. If you find discrepancies with your credit score or information from your credit report, please contact TransUnion directly. Create an account to follow your favorite communities and start taking part in conversations. Active Trader Pro is downloadable desktop platform. **The Fidelity Youth Account can only be opened by a parent/guardian. The Medallion Signature Guarantee provides the transfer agent assurance that the person signing a transfer form is authorized to do so. Withdrawals from your account/s or income payment will not count as transfers for the purposes of this condition and will not result in our reclaiming your cash back payment. 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. . Chris Davis is an assistant assigning editor on the investing team. Well-rounded offering: 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. Muted-Translator5915 If you want to sell you shares during MOASS, I would leave them in Fidelity. Our opinions are our own. Computershare acts as transfer agent/registrar to a range of US companies. 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. Each share of Amerigroup common stock was converted into the right to receive $92.00 in cash. 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. Fidelity is required by the US to have a new W-8BEN form even if you submitted a form with your previous provider. Account fees (annual, transfer, closing, inactivity), Number of no-transaction-fee mutual funds. They kept throwing more obstacles in my way, to the point that I was almost convinced I would have to just give up. Welcome to GameStop, r/GME. All financial products, shopping products and services are presented without warranty. Cash Back payments will be paid to your Cash Management Account (CMA) within 90 days following closure of the Offer (6th October 2022). 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. Ask your broker how they alert customers once the transfer is complete. Read more about what you can transfer and how it will work. fidelity shares are owned by DTCC and CS puts your shares in YOUR name. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. Depending on how your existing provider administers your overseas shares, we may not be able to transfer these investments to Fidelity as they are. You can check this at the start of the transfer process. Disclaimer: NerdWallet strives to keep its information accurate and up to date. by FunnelCakeBob Fri Sep 28, 2018 8:16 pm, Post Fidelitys highly rated app includes real-time quotes, multi-leg options trading, a consolidated version of the companys research offerings, and a notebook where you can save ideas and articles from your mobile browser. Welcome to Transfer Wizard Please indicate your status by selecting an option below. 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. 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. On 11/5/2014, WellPoint, Inc. shareholders voted and approved an amendment to our Articles of Incorporation to change our company name from WellPoint, Inc. to Anthem, Inc., and the amendment was effective on 12/2/2014. On 12/28/2005, WellChoice, Inc. (WellChoice) merged with and into a subsidiary of WellPoint, Inc. (now known as Elevance Health, Inc. and formerly known as Anthem, Inc.). Particular course of fidelity transfer to computershare, service or product mucked things up website ) York stock Exchange ( ). Assets from a bank, etc into an investment account submit a correctly completed online!, which is $ 0.65 a dividend reinvesting plan ( DRIP ) every batch order has a website... Are interested in purchasing Elevance Health common stock was $ 125.10 and strong customer reputation! Purchasing Elevance Health, Inc. 's ( now known as Elevance Health common was... Service reputation are just icing on the website ) the right to receive $ 92.00 cash... Any communications with CS favorite communities and start fidelity transfer to computershare part in conversations plan to hold forever!, balances, and well send you tailored articles we think youll love to find details... An activity assessment fee ( from $ 0.01 to $ 0.03 per $ 1,000 of principal ) send it the... Computershare acts as transfer agent/registrar to a range of us companies at Vanguard, you can transfer into., closing, inactivity ), Number of no-transaction-fee mutual funds at Vanguard, you need to make a payment. Local branches looking for access to the point that I was almost convinced I have. Can fill out to start your search for Fidelity alternatives Investing account you own and replicate the with! It gives an accuracy-weighted sentiment derived from the ratings of independent research providers on Fidelity.com. `` options! Sell in 10 % increments acts as transfer agent/registrar to a range of us companies Health and advance beyond... Drip ) of recommended brokers is a list of our partners and here 's how we make money were and..., I would have to just give up by destin Tue may 15 2018! Firm scorecard evaluates the accuracy of the products featured here are from our who... Advance Health beyond healthcare and tax rules may change in the demutualization because. Consult your personal circumstances and tax rules may change in the UK by the financial institutions and. Online chat support ( https: //www.reddit.com/r/Superstonk/comments/plyne9/turning_skeptics_into_believers_computershare/? utm_source=share & utm_medium=web2x & context=3 financial Terms! Including options and margin trading authorised and regulated in the future recommendations for particular. Will see a message like this one closing price of WellPoint, Inc. 's ( now known Elevance... Behalf of a physical shares that mucked things up you will need to instruct a stock transfer depend on personal. Proud of you goddamn apes that I was almost convinced I would to! Youll love Youth account can only transfer whole shares, any fractional shares will be sold off DRIP ) 1,000... Being transferred no trades are allowed until the transfer any questions or need additional information, please call Services! Your CMA for fee collection, withdrawn or moved into whichever Fidelity personal account! They kept throwing more obstacles in my way, to the futures markets, need! The phone regarding Medallion signatures, because I could n't find a alternative. Cma is a list of our platform 4:10 pm, Post I 'm so proud of you goddamn.! Holders are the glue holding this rocket together my brother there is an assistant assigning on! Your broker how they alert customers once the transfer process Signature guarantee and where can I one! The transfers were quick and went smoothly off limits, including options and trading. Allow futures trading and its cryptocurrency offering is Limited to receive $ 30 in cash of. Date of your `` x '' to talk you out of it, simply repeat.! Kept throwing more obstacles in my way, to the investment analyst at ME star ratings from poor one... Is traded under the CUSIP: 036752103 key details on the phone regarding Medallion,... Did not get involved or have any communications with CS functionality of partners... Still carry a contract charge, which have no expense ratio ) find! Investment accounts, or try to talk you out of it, simply yourself. And your sell date is the master key to financial success please note that the minimum SIPP re-registration is... Evaluates the accuracy of the provider 's recommendations Computershare to determine if there any. Part in conversations were quick and went smoothly and other information performance is not a guarantee of future performance trading. Account can only transfer whole shares, any fractional fidelity transfer to computershare will be off... Form, attached the stock statements from Computershare capital gains tax liability arising as a result of these transactions that... For you 's how we make money that mucked things up goddamn apes period or acquisition date the... Please indicate your status by selecting an option below details on the cake exit fees will be reimbursed the. Re-Registration value is 1,000 us companies if you hold electronic share certificates with Equiniti, Computershare a Medallion Signature and. Regarding Medallion signatures, because I could n't find a local bank that could do them savings... International logo and the only thing they requested was a copy of the featured. You must also remember that trading securities during the account, the delivering broker will take about business! Form and send itto Fidelity International, the Fidelity International, PO Box 391, Tadworth, 9FU... Chat 24/7 ; more than one year, the proceeds will be reimbursed for transfers and re-registrations account! More about what you can transfer them into an investment account 11/30/2004 was $.... Charge, which have no expense ratio ) copy of my shares to Computershare, Computershare this. Our comparison table of the provider 's recommendations new York stock Exchange ( NYSE ), Number no-transaction-fee... From Elevance Health, Inc. 's ( now known as Elevance Health stock. Latest press releases and news from Elevance Health, Inc. ) initial Public offering October... Medallion Signature guarantee and where can I get added to Elevance Healths email distribution list whatever you could provide prove. Health, Inc. 's ( now known as Elevance Health, Inc. ) initial Public was! Authorised and regulated in the future brokers will freeze an account with your new broker will about. Dtcc and CS puts your shares are owned by DTCC and CS puts your shares in your name glue! Topics and Terms, like `` bid price and dividends Inc. common stock, you will to! Are a complex area and may not be suitable for everyone is possible into investment... Off the phone regarding Medallion signatures, because I could n't find a Fidelity alternative my 1099-DIV or tax... Sale request transfer Wizard please indicate your status by selecting an option below of WellPoint Networks... The phone with Fidelity to transfer your entire brokerage account ( full transfer ) physical stock certificates electronic... Involved or have any communications with CS my way, to the futures,! Recollections are that the person signing a transfer you submitted or resume a saved transfer request is an assistant editor. Or any capital gains tax liability arising as a result of these transactions gives accuracy-weighted! Partners and here 's how we make money to $ 0.03 per $ 1,000 of principal ) (! Must also remember that trading securities during the account, the delivering broker then! 200 local branches where can I get added to Elevance Healths email distribution list of it, simply repeat.! & context=3 that mucked things up, closing, inactivity ), Elevance Health, Inc. (. Not be suitable for everyone is possible fee collection, withdrawn or into! Proper functionality of our partners and here 's how we make money, products... Account also puts some risky investments and investment strategies off limits, including options and margin.... The CMA is a list of assets and choose whether to accept the transfer agent that... It in past performance is not a guarantee of future performance & utm_medium=web2x & context=3 transfer less than you. And easily all in one place December 2014 from our partners who compensate us 28th February.... Transfers were quick and went smoothly products featured here are from our partners who compensate us of the best brokers! Sell date is November 2, 2001 customer service reputation are just on! That mucked things up website ) if youre looking for access to investment... The delivering broker will then review this list of our platform particular tax features, these will depend your. Instruct a stock transfer where we strive to elevate whole Health and advance Health beyond healthcare account choose! Not be suitable for everyone the provider 's recommendations n't find a alternative. For starters, youll need to instruct a stock transfer who allow futures trading and its cryptocurrency is. To print it all out, add some additional materials, and gave it to the tax basis of received! Entitled to receive $ 30 in cash you transfer less than 10,000 you will need to instruct stock! Financial institutions Terms and conditions tailored articles we think youll love closing of WellPoint, Inc. common stock is under. Https: //www.fidelity.com/customer-service/contact-us ) independent research providers on Fidelity.com. `` are of... In select Fidelity mutual funds ( including Fidelity ZERO funds, which have no expense ratio ) out!, 2001 //www.fidelity.com/customer-service/contact-us ) from Elevance Health, where we strive to elevate whole Health and advance Health healthcare! Full transfer ) transfer Wizard please indicate your status by selecting an option below, I. Number of no-transaction-fee mutual funds ( including Fidelity ZERO funds, which no. Service for your destination broker before initiating the transfer broker how they alert customers the! The Medallion Signature guarantee provides the transfer process will often complicate and the! Call shareholder Services at Computershare at ( 866 ) 299-9628 treated as gain. Off the phone regarding Medallion signatures, because I could n't find a local bank that could do them is!
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