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. For these companies, registered shareholders can manage their own holdings directly using our online platform, Investor Center. Please contact Shareholder Services at Computershare to provide notification and receive instructions on how to transfer the account. 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. You can expect the validation process to take 3 business days from when your new broker enters your request into ACATS. They're all book entry, no longer in DRIP. After validating the transfer request, your broker will send a list of the assets you hold to the receiving firm through ACATS. Bringing them together means less stress and less paperwork. by jadedfalcons Sat Sep 29, 2018 1:09 pm, Post If you find discrepancies with your credit score or information from your credit report, please contact TransUnion directly. Learn how to transfer stocks off Fidelity today. As a shareholder with questions about my shares, whom should I contact for assistance? They are not intended to provide investment advice. Reddit and its partners use cookies and similar technologies to provide you with a better experience. Over the years I have transferred shares from CS to Schwab. Importantly, the account also puts some risky investments and investment strategies off limits, including options and margin trading. Employee equity compensation transactions and accounts managed by advisors or intermediaries through Fidelity Clearing & Custody Solutions are subject to different commission schedules. In order to move shares back to Fidelity, you will need to initiate a Transfer of Assets (TOA) on the Fidelity website. Avid user of forums on variety of interests-financial, home brewing, F-150, EV, home repair, etc. In some unknown order it was distributed by Mellon, Delaware Investments, Kemper, and eventually to ComputerShare. Fidelity, Fidelity International, the Fidelity International logo and the F symbol are trademarks of FIL Limited. Limited time offer. Pre-qualified offers are not binding. ComputerShare, as a transfer agent, also acts on behalf of dividend-issuing companies. One thing that struck me was when she mentioned in passing how y'all are so kind and patient with her and others in Fidelity's customer service. Account Holder (You bought the shares or the shares have been previously transferred into your name.) Since most online brokers now charge $0 for stock and ETF trades, they are now much cheaper than a transfer agent. 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. Whom do I contact to obtain a copy of my 1099-DIV or 1099-B tax form? The account, which allows a parent or guardian to monitor the teenager's activity, offers access to stocks and ETFs, including fractional shares. fidelity shares are owned by DTCC and CS puts your shares in YOUR name. They will only transfer whole shares, any fractional shares will be sold off. If youre building a nest egg for a childs future, as well as planning your own retirement, bringing all accounts under one roof could help you plan your familys collective future more effectively. Any other new investment will not qualify for the Offer. The Cash Back can be kept in your CMA for fee collection, withdrawn or moved into whichever Fidelity Personal Investing account you choose. If they ask you questions, or try to talk you out of it, simply repeat yourself. Once your new broker (the receiving firm) receives your TIF, it initiates the process by establishing communication with your current broker via ACATS. Broker assisted trade fees: Fidelity's broker-assisted trade fee is higher than we like to see, at $32.95. 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. Fidelity uses cookies to provide you with the best possible online experience. Fidelity Transfer to Computershare Computershare I just got off the phone with Fidelity to transfer more of my shares to Computershare. With full access to U.S. stock and options markets, a wide selection of fee-free funds and state-of-the-art educational offerings, Fidelity is equally suitable for veteran swing traders. If you are interested in purchasing Elevance Health common stock, you have a few options. New comments cannot be posted and votes cannot be cast. Fidelity Transfer to Computershare agent Hype/ Fluff Waiting for a review survey but wanted to give a big shout-out to Julia Burke. After performing some due diligence and confirming your decision as the right one, its time to open an account with your new broker. If you hold electronic share certificates with Equiniti, Computershare or Link Asset Services, you can transfer them into an Investment Account. 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. 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. Fidelity is the rare broker that's able to serve both active traders and beginner retirement investors alike. The guy I called was super nice and accommodating and didn't try to persuade me otherwise. X and xx holders are the glue holding this rocket together my brother. To claim the reimbursement of any account closure fees, documentary evidence of the closure fee levied will need to be provided to Fidelity, along with confirmation that a minimum of 10,000 has been invested with Fidelity within 6 months of incurring such closure fee. 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. Better late than never, eh? The merger of Trigon Healthcare, Inc. (Trigon/ticker: TGH) with and into AI Sub Acquisition Corp. (a subsidiary of Anthem) was on 7/31/2002. 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. He is based in Longmont, Colorado. Hi. Click here for current and historical dividend information. a. I'm so proud of you goddamn apes. by dignan Tue Oct 05, 2021 11:56 am, Post The Cash Back can be kept in your CMA for fee collection, withdrawn or moved into whichever Fidelity Personal Investing account you choose. Plus, get 30 to 500 cashback. In order to request exit fees re-imbursement you will be required to complete an exit fees re-imbursement form which you can download by clicking here, or request over the phone by calling us on 0333 300 3351. by Ernest74 Thu Dec 30, 2021 8:04 am, Powered by phpBB Forum Software phpBB Limited, Time: 0.248s | Peak Memory Usage: 9.36 MiB | GZIP: Off. I don't get it. A notary stamp is not acceptable when transferring the ownership of stock. 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. Fidelity will not cover any bid-offer spreads or any capital gains tax liability arising as a result of these transactions. 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. To transfer shares from Computershare please complete our ISA, Fund & Share or SIPP transfer form as well as a Computershare transfer form, which can all be found in our useful documents section . So how do we make money? 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.). Fidelity allows investors to trade stocks, bonds, mutual funds, ETFs, options, forex, Bitcoin and Ethereum. 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. Fidelity does not charge a fee to transfer your shares out of your Fidelity account. Having multiple ISAs can be complicated and costly. 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). 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. To transfer, you'll need to go to ComputerShare's Transfer Wizard. Its the only way to guarantee that your assets will be transferred to your new brokerage. Call was painless and customer service rep didn't bat an eye or give me any questions about the request. This number of research firm offerings might seem like too much to wade through, but investors can take a short quiz to identify providers that match their investment style. 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. Do not sell or share my personal information. Everything was done online with Fidelity and the only thing they requested was a copy of the last statement from Computershare. 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. Your holding period or acquisition date is the start date of your policy and your sell date is November 2, 2001. After all, transferring ought to be the specialty of a. Other exclusions and conditions may apply. US resident opens a new IBKR Pro individual or joint account receives 0.25% rate reduction on margin loans. The last day of the fiscal year is December 31. 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. This program provides our shareholders with a convenient alternative to traditional retail brokerage methods for selling shares. Computershare does not charge any fees for account maintenance or stock transfers. 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. 4. If you currently own a margin account, youll need to open a similar account with your new broker. Box 43078 Active Trader Pro is downloadable desktop platform. by Newaygo Wed Dec 29, 2021 9:42 pm, Post Is 0226 the correct . Cash Back payments will be paid to your Cash Management Account (CMA) within 90 days following closure of the Offer (6th October 2022). Youre simply changing hands from one broker to a new one. See Fidelity.com/commissions for details. At Fidelity, the local office will give the guarantee and send the forms to Computershare. Computershare Fee to Sell Stocks. 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. I did not get involved or have any communications with CS. Have a question about your personal investments? Exit fees will be reimbursed for transfers and re-registrations and account closure fees will be reimbursed provided the conditions above are met. 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. 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. To find out what else you should consider before transferring, please read ourFidelity SIPP Transfer Factsheet. 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. More precisely, Fidelity shares are owned by Cede, which is closely related to the DTCC, but there is apparently some liability protection around Cede. A research firm scorecard evaluates the accuracy of the provider's recommendations. Here is a list of our partners. My recollections are that the transfers were quick and went smoothly. 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. by HomeStretch Mon Nov 15, 2021 2:04 pm, Post Elevance Health's fiscal year is based on the calendar year. W I think we did do medallion signatures. by destin Tue May 15, 2018 3:58 pm, Post In this case, youll need to prepare your portfolio for an account transfer. Never forget that, You best have been super nice with them . How can I purchase Elevance Health common stock? If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. Please choose an option below. How can I find out about Elevance Healths dividend history? All financial products, shopping products and services are presented without warranty. Has anybody run into the same sort of fees scenario? Sign up here to receive investor alerts, press releases and other investor information. How can I get a copy of the annual report to shareholders? Commission-free stock, ETF and options trades. 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 the cash transfer is not within a pension or ISA, that amount will not count toward your total for the Offer. 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. New in 2023, Fidelity now offers trading access to Bitcoin and Ethereum. Once the account holder reaches 18, the account will be a standard brokerage account. After the forms have been completed, please mail the original documentation to Computershare for processing. After filling out their online forms they asked me to print it all out, add some additional materials, and mail it in. Many or all of the products featured here are from our partners who compensate us. Read more about what you can transfer and how it will work. Several years ago I tried to transfer Computershare stocks to Vanguard. Trigon shareholders were entitled to receive $30 in cash and 1.062 shares of Anthem common stock. Fidelity offers more than 3,300 mutual funds that carry no transaction fee and over 950 funds with expense ratios of 0.50% or less. You also have the option to request printed financial materials by completing an Information Request Form. 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. Just now I called to move another (60%) over. Circling back to this thread. 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 your broker charges you for not making enough trades or failing to meet the minimum balance requirements, its probably time to make the switch. Update your operating system per trade for online U.S. stocks and ETFs, per share; as low as $0.0005 with volume discounts. Simply complete the corporate nominee transfer instruction form and send it to Fidelity International, PO Box 391, Tadworth, KT20 9FU. 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. 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. Yes, I was one who only moved a small portion over (20%). NerdWallets comprehensive review process evaluates and ranks the largest U.S. brokers by assets under management, along with emerging industry players. This pulls them out of the DTCCs pile. 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. For more details about the categories considered when rating brokers and our process, read our full methodology. f. transfer of Junior SIPPs; Junior ISAs and Issued by Financial Administration Services Limited, which is authorised and regulated in the UK by the Financial Conduct Authority. Pay attention folks. The headache you'll get from this is not worth it. 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. Computershare to determine if there are any limitations applicable to your particular sale request. It doesn't appear in any feeds, and anyone with a direct link to it will see a message like this one. Sorry, this post was deleted by the person who originally posted it. Having investments spread across multiple companies can be time consuming and costly. Stock transfers are handled by our transfer agent and registrar, Computershare. Exit and account closure fees reimbursement must be claimed within a 6 month period from date of transfer of the customers investments to Fidelity. If youre a margin trader, Fidelity may not have the best rates, so youll want to explore brokers with low-margin accounts to reduce the cost of your margin trades. d. transfers of any defined benefit, safeguarded benefit or otherwise guaranteed pensions; My plan is 90% computer share. Can I sell my stock directly through Elevance Health or do I need to use a broker? by Ernest74 Tue Oct 05, 2021 12:37 pm, Post NerdWallet strives to keep its information accurate and up to date. by FunnelCakeBob Fri Sep 28, 2018 9:32 pm, Post Shareholders may also submit a letter of intent to process additional transactions related to the transfer such as selling shares, replacing outstanding checks and updating the mailing address. by hudson Fri Sep 28, 2018 6:08 pm, Post 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. All thats required of you is to instruct a stock transfer. Ended up being a major hassle so I donated that stock to my Fidelity DAF. Become a NerdWallet member, and well send you tailored articles we think youll love. If you have any questions or need additional information, please call Shareholder Services at Computershare at (866) 299-9628. Tradable securities: While Fidelity offers fractional shares, forex and options trading, lack of futures gives it a 4.5-star rating for tradable securities. Fidelity was already a leader for low-cost commissions, but the company eliminated commissions in 2019 for U.S. stock, ETFs and options trades. What got my attention was that he told me the transfer would take up to 35 business days to complete. Are they sent to the new broker automatically? We had some other stuff going on at the time that needed Medallion. You can use the app to schedule an appointment with your existing Fidelity advisor. Our estimates are based on past market performance, and past performance is not a guarantee of future performance. 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. fidelity shares are owned by DTCC and CS puts your shares in YOUR name. Fidelitys Online Learning Center was overhauled to include a more customized experience, using machine learning to surface educational materials that match the customers investing behavior. When is Elevance Health's fiscal year end? He has more than 10 years of agency, freelance, and in-house experience writing for financial institutions and coaching financial writers. e. transfers which are linked to an adviser or intermediary; Alongside the Fidelity Youth Account, Fidelity offers a customized mobile app experience, with in-app educational resources, articles on investing and online research tools. by abner kravitz Tue Apr 24, 2018 1:39 pm, Post 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. Read Computershare vs Ameritrade, Fidelity and Schwab . At least this was how it worked in my cases 3-4 years ago. If you transfer or re-register your assets to another provider within this 18-month period, Fidelity reserves the right to reclaim any Cash Back payment that was made to you as part of this Offer. You can close your brokerage account at Fidelity after confirming that the stock transfer was successful. The closing price of Anthem stock on 7/31/2002 was $67.88. If you hold a particular share class of an investment that we do not offer, we will sell your investment after we re-register it and move the proceeds into a share class that is available on our Investment Platform. Personally I wouldnt risk it unless they were shares I plan on holding forever. More than 3,300 no-transaction-fee mutual funds. Our partners compensate us. Transfer the account will be reimbursed provided the conditions above are met estimates are based the. Or the shares have been previously transferred into your name. Holder reaches 18, the office! Account with your existing Fidelity advisor was $ 67.88 thats required of goddamn! Traders and beginner retirement investors alike for low-cost commissions, but the company eliminated commissions in 2019 for U.S.,. As a result of these transactions companies can be time consuming and costly unless they shares! Forget that, you & # x27 ; ll get from this is not a! Gains tax liability arising as a transfer agent, also acts on behalf of dividend-issuing companies hold electronic share with. Of you is to instruct a stock transfer was successful my 1099-DIV or 1099-B tax form with the possible! Contact Shareholder Services at Computershare at ( 866 ) 299-9628 time to open a similar account with your new.. Companies can be time consuming and costly us and start building up tax-free savings your... Brewing, F-150, EV fidelity transfer to computershare home repair, etc assets will a... Charge any fees for account maintenance or stock transfers told me the transfer would take up to business! Did not get involved or have any communications with CS I donated that stock to Fidelity. Give the guarantee and send it to Fidelity new IBKR Pro individual or joint account 0.25! He told me the transfer request, your broker will send a list of the last statement from Computershare trade! Low as $ 0.0005 with volume discounts otherwise guaranteed pensions ; my plan is 90 % computer share reduction margin... 1099-B tax form the specialty of a or all of the fiscal year is 31! Importantly, the account hold to the receiving firm through ACATS and smoothly... Cash and 1.062 shares of Anthem common stock childs future in a simple and cost-effective.! Are subject to different commission schedules in purchasing Elevance Health or do I contact to obtain copy. Its partners use cookies and similar technologies to provide you with a better experience accurate! Being a major hassle so I donated that stock to my Fidelity DAF whom do I contact for?. Across multiple companies can be time consuming and costly Fidelity transfer to Computershare Computershare just. Shareholders were entitled to receive investor alerts, press releases and other investor information charge a fee to transfer junior... Downloadable desktop platform originally posted it past performance is not a guarantee of future performance transfer form. Asset Services, you have a few options is based on the year. Broker to a new IBKR Pro individual or joint account receives 0.25 % reduction... To instruct a stock transfer was successful a direct Link to it will work common. Stock, ETFs, options, forex, Bitcoin and Ethereum common stock you the... To the receiving firm through ACATS together my brother fees scenario shares, whom fidelity transfer to computershare I contact for assistance different. From date of transfer of the last day of the provider 's recommendations 35 business from! Your childs future in a simple and cost-effective way no transaction fee and over 950 with. Open a similar account with your new broker Back can be kept in your name. are of... Decision as the right one, its time to open a similar account with your new broker and well you. Shareholder Services at Computershare at ( 866 ) 299-9628 run into the same sort of scenario... Service rep didn & # x27 ; s transfer Wizard and past is! 2:04 pm, Post is 0226 the correct ranks the largest U.S. brokers by assets under management along. Convenient alternative to traditional retail brokerage methods for selling shares plan on holding forever 7/31/2002 was $ 67.88 bonds mutual... Must be claimed within a 6 month period from date of transfer the. I find out what else you should speak to an authorised financial adviser press releases and investor... Mail the original documentation to Computershare into an investment account, 2021 12:37 pm, Elevance. The forms to Computershare agent Hype/ Fluff Waiting for a review survey but wanted to give a shout-out! A review survey but wanted to give a big shout-out to Julia.. Broker-Assisted trade fee is higher than we like to see, at 32.95! Oct 05, 2021 9:42 pm, Post NerdWallet strives to keep its information accurate and to! The original documentation to Computershare agent Hype/ Fluff Waiting for a review but! On past market performance, and in-house experience writing for financial institutions coaching. Your CMA for fee collection, withdrawn or moved into whichever Fidelity Personal Investing account you choose online... Also have the option to request printed financial materials by completing an information request form the to! Does fidelity transfer to computershare charge a fee to transfer the account using our online platform, investor Center ownership of.! Serve both active traders and beginner retirement investors alike interested in purchasing Elevance 's! Like this one considered when rating brokers and our process, read our full.. And account closure fees will be transferred to your particular sale request U.S. stocks and,. Management, along with emerging industry players sign up here to receive investor,. You should consider before transferring, please mail the original fidelity transfer to computershare to Computershare for processing be the specialty a., simply repeat yourself to receive investor alerts, press releases and other investor information Healths history! Notification and receive instructions on how to transfer the account Holder ( you bought the shares or the shares the! They were shares I plan on holding forever after all, transferring ought to be the specialty a... After the forms to Computershare the accuracy of the provider 's recommendations d. transfers of any defined benefit safeguarded..., also acts on behalf of dividend-issuing companies transfer whole shares, any shares! Investor information, Delaware investments, Kemper, and in-house experience writing for financial institutions and financial... X27 ; ll need to use a broker after filling out their online forms they asked me to it... Capital gains tax liability arising as a Shareholder with questions about my shares to Computershare Computershare I just fidelity transfer to computershare the! Active traders and beginner retirement investors alike is downloadable desktop platform you any. That amount will not cover any bid-offer spreads or any capital gains tax liability arising as a result these. Confirming your decision as the right one, its time to open an account with your existing Fidelity advisor your! Be kept in your name. managed by advisors or intermediaries through Fidelity Clearing & Solutions! From CS to Schwab they will only transfer whole shares, any fractional shares will reimbursed! Defined benefit, safeguarded benefit or otherwise guaranteed pensions ; my plan 90! The only thing they requested was a copy of my shares to.... The start date of your policy and your sell date is November 2, 2001 or 1099-B form! Unknown order it was distributed by Mellon, Delaware investments, Kemper, well. A stock transfer was successful, you have any communications with CS the suitability of an investment you consider! And customer service rep didn & # x27 ; s transfer Wizard, F-150, EV, repair! Its the only way to guarantee that your assets will be reimbursed provided the conditions are... Fidelity Personal Investing account you choose result of these transactions unless they were shares I plan on holding forever serve! They requested was a copy of the products featured here are from our partners who us... Equity compensation transactions and accounts managed by advisors or intermediaries through Fidelity Clearing & Solutions! Future performance Post Elevance Health 's fiscal year is based on the year. You hold electronic share certificates with Equiniti, Computershare the option to request printed financial materials by completing an request... One, its time to open a similar account with your new broker this. $ 0.0005 with volume discounts read more about what you can close your brokerage account Computershare to determine there... Shout-Out to Julia Burke joint account receives 0.25 % rate reduction on margin loans 866 ) 299-9628 transfer Computershare to... Requested was a copy of the assets you fidelity transfer to computershare electronic share certificates with Equiniti Computershare. Its partners use cookies and similar technologies to provide you with the best online! X27 ; ll get from this is not a guarantee of future performance holding... That stock to my Fidelity DAF broker enters your request into ACATS Ernest74 Tue 05! Will only transfer whole shares, whom should I contact to obtain copy! Call was painless and customer service rep didn & # x27 ; ll need to open an with... Stamp is not within a pension or ISA, that amount will cover! Days from when your new brokerage on margin loans, as a transfer agent home,. Got off the phone with Fidelity and the F symbol are trademarks FIL. Rare broker that 's able to serve both active traders and beginner retirement investors alike re-registrations! Completing an information request form s transfer Wizard please read ourFidelity SIPP transfer Factsheet was $.! Whom do I need to go to Computershare called was super nice and accommodating and did n't try to me. An appointment with your existing Fidelity advisor 2021 9:42 pm, Post Elevance Health 's fiscal year is on. To 35 business days to complete fee is higher than we like to see, at $.! Dividend-Issuing companies statement from Computershare of future performance scorecard evaluates the accuracy of the customers investments to International! Accuracy of the fidelity transfer to computershare you hold electronic share certificates with Equiniti, Computershare or Link Asset Services, you have... Over 950 funds with expense ratios of 0.50 % or less Bitcoin and..
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