If you find discrepancies with your credit score or information from your credit report, please contact TransUnion directly. Issued by Financial Administration Services Limited, which is authorised and regulated in the UK by the Financial Conduct Authority. 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 ). 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.). Transfer ISAs, pensions, investment accounts, or junior accounts to manage them quickly and easily all in one place. 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. Why Computershare Expertise We have decades of experience as a global financial record keeper for 16,000 private and public companies. Personally I wouldnt risk it unless they were shares I plan on holding forever. Any GME holder is still a hodler no matter the count of your "x". It wasn't particulary difficult. Please contact Fidelitys retirement serviceto get an application form. Account eligibility limited to teens aged 13-17. No matter how simple or complex, you can ask it here. Many or all of the products featured here are from our partners who compensate us. Several years ago I tried to transfer Computershare stocks to Vanguard. Avid user of forums on variety of interests-financial, home brewing, F-150, EV, home repair, etc. 1. All financial products, shopping products and services are presented without warranty. I'm so proud of you goddamn apes. The headache you'll get from this is not worth it. *T&Cs apply. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. 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. Its important that you perform an individual cost-benefit analysis before switching to a new broker. Fidelity Youth Account: The Fidelity Youth Account is an investment account designed for teenagers (ages 13 to 17)**. Perform a full comparison between Fidelity and each of the brokerage alternatives youre weighing. Please choose an option below. Anthem, Inc.'s (now known as Elevance Health, Inc.) initial public offering was on 10/30/2001 at $36 per share. 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. 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. This information may be different than what you see when you visit a financial institution, service provider or specific products site. Vanguard told me they weren't needed for Computershare. ComputerShare, as a transfer agent, also acts on behalf of dividend-issuing companies. by FunnelCakeBob Fri Sep 28, 2018 8:32 pm, Post 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. Create an account to follow your favorite communities and start taking part in conversations. Enjoy learning & passing on knowledge. Press question mark to learn the rest of the keyboard shortcuts. Waiting for a review survey but wanted to give a big shout-out to Julia Burke. These investor-friendly practices save customers a lot of money. This program provides our shareholders with a convenient alternative to traditional retail brokerage methods for selling shares. According to FINRA, the entire validation and delivery process typically requires 6 days to complete. Before opening an account, please read the Doing Business with Fidelity document which incorporates our client terms. See Broker vs transfer agent article for more info. by FunnelCakeBob Fri Sep 28, 2018 8:16 pm, Post by jadedfalcons Sat Sep 29, 2018 10:24 am, Post I did not get involved or have any communications with CS. I found 0226 is the broker code but for account number I have one that starts with an x but full number without the x that I found by clicking on routing number after the account number that starts with an x. Every time, I completed the Schwab transfer request form and Schwab handled it. All thats required of you is to instruct a stock transfer. New York Stock Exchange (NYSE), Elevance Health, Inc. common stock is traded under the CUSIP: 036752103. 3. Box 505005 Louisville, KY 40233-5005 CS DTC #: 7807 Related content: Best Fidelity Mutual Funds, securely through CenterPoint Securities's website, Securely through Interactive Brokers website, securely through Charles Schwab's website. 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. My recollections are that the transfers were quick and went smoothly. Importantly, the account also puts some risky investments and investment strategies off limits, including options and margin trading. Prior to investing into a fund, please read the relevant key information document which contains important information about the fund. Zero (see Demutualization Cost Basis below). The last day of the fiscal year is December 31. Alternatively, access Computershares Quick Access Hub for easy access to tax forms, account statements, mailing address updates, direct deposit and replacement checks. Ask questions about the anticipated time frame for the transfer process considering the specific type of account (such as margin, cash, custodial, IRA) and the assets held (stocks, options, bonds) as well as anything that may delay the process. The glitter in CS isn't for everyone. administrator, executor/executrix, guardian or court appointed representative) Click here for current and historical dividend information. Disclaimer: NerdWallet strives to keep its information accurate and up to date. Sorry, this post was deleted by the person who originally posted it. Everything was done online with Fidelity and the only thing they requested was a copy of the last statement from Computershare. by dignan Tue Oct 05, 2021 11:56 am, Post Never forget that, You best have been super nice with them . You cant transfer assets from a leveraged account into a cash account. You have the option to transfer your entire brokerage account (full transfer) or particular securities (partial transfer). This website does not contain any personal recommendations for a particular course of action, service or product. You can initiate a transfer for eligible securities here. Examples are hypothetical, and we encourage you to seek personalized advice from qualified professionals regarding specific investment issues. 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. Unless you (anyone else reading this) have a deathly fear of talking to humans or you still aren't sure if the validity of DRS (I respect your right to that opinion, I'm still not 100% sure myself), you have no excuse not to transfer to DRS. Initial Public Offering - October 2001, Purchase directly through our transfer agent, Computershare. Computershare Quick Access Hub (provides quick access to tax forms, account statements, mailing address updates, direct deposit, replacement checks, beneficiary updates and share transfers). A CD generally requires four weeks to transfer. 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. How can I find out about Elevance Healths dividend history? How do I transfer my stock, change the mailing address on my shareholder account, order a dividend check replacement or enroll in ACH direct deposit? The amount of your Cash Back payment will be determined by reference to the Total Transfer Value as set out in the table below. If you are in any doubt whether or not a pension transfer is suitable for your circumstances we strongly recommend that you speak to one of Fidelity's advisers or an authorised financial adviser of your choice. Cash Back will be paid in the amounts noted in the table in section 9. 150 Royall Street, Suite 101 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. Please note that the minimum SIPP re-registration value is 1,000. per trade for online U.S. stocks and ETFs, per share; as low as $0.0005 with volume discounts. Jokes aside, yeah! 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. From the replies here, it looks like Vanguard has a mixed reputation when transferring from Computershare. Initiate the transfer from Fidelity. Read more. Indianapolis, IN 46204. Where is Elevance Health's corporate headquarters? When I had the transfer agent push the shares, it was a piece of cake and happened quite easily. fidelity shares are owned by DTCC and CS puts your shares in YOUR name. Exclusions, T&Cs apply. Canton, MA 02021, Computershare Investor Center (provides secure, online access to your stock account), Computershare Quick Access Hub (provides quick access to tax forms, account statements, mailing address updates, direct deposit, replacement checks, beneficiary updates, and share transfers). More than 3,300 no-transaction-fee mutual funds. He is based in Longmont, Colorado. The offering was made in connection with the conversion of Anthem Insurance Companies, Inc. from a mutual insurance company to a stock insurance company in a process called demutualization. A copy of that Tax Opinion was included in information provided to Statutory Members at that time. I sent off the paperwork, and while Vanguard told me it would take a few weeks for the transfer, the shares showed up in my account 5 days after I mailed the paperwork. NerdWallets comprehensive review process evaluates and ranks the largest U.S. brokers by assets under management, along with emerging industry players. If you have questions about the direct stock purchase and dividend reinvestment plan, please contact Computershare at (866) 299-9628. Reddit and its partners use cookies and similar technologies to provide you with a better experience. If you hold proprietary mutual funds at your current firm, generally you will need to liquidate them and transfer the proceeds to Fidelity. The closing price of WellPoint, Inc. stock on 11/30/2004 was $101.33. If you are interested in purchasing Elevance Health common stock, you have a few options. Cash Back will be paid in the amounts noted in the table in section 9. Total transfer value will be calculated as at the date of completion of the transfer of your eligible assets (Transfer Date). For more details, please contact Human Resources or E*TRADE at (800) 838-0908. The company brings it on every level, starting with a mutual fund selection that stacks up to any other broker and even includes free offerings. Sell orders are subject to an activity assessment fee (from $0.01 to $0.03 per $1,000 of principal). The guy I called was super nice and accommodating and didn't try to persuade me otherwise. Benzingas list of recommended brokers is a good place to start your search for Fidelity alternatives. You will also need to open an Investment Account with us if you don't already have one. by hudson Fri Sep 28, 2018 6:08 pm, Post Call was painless and customer service rep didn't bat an eye or give me any questions about the request. by destin Mon Apr 23, 2018 1:52 pm, Post Elevance Health supports health at every life stage, offering health plans and clinical, behavioral, pharmacy, and complex-care solutions that promote whole health. 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). There are also transaction fees for any direct sales made through the system. by FunnelCakeBob Sat Sep 29, 2018 3:28 pm, Post Active Trader Pro is downloadable desktop platform. Do Not Sell My Personal Data/Privacy Policy. I just transferred some stocks from Computershare to Merrill Edge. An exit fee is an administration charge which is imposed by the former provider and arises directly as a result of processing the transfer or re-registration of the customers investments to Fidelity. Step 1: Review your alternative broker options. Reddit and its partners use cookies and similar technologies to provide you with a better experience. You are best served if you dont execute any trades during the transfer process. As my plan is to sell in 10% increments. Good move to transfer the shares from Computershare. Important information - please keep in mind that the value of investments can go down as well up, so you may get back less than you invest. Is 0226 the correct . See Fidelity.com/commissions for details. New in 2023, Fidelity now offers trading access to Bitcoin and Ethereum. And don't forget to get the name of everyone you talk to long enough. 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. Computershare to determine if there are any limitations applicable to your particular sale request. Become a NerdWallet member, and well send you tailored articles we think youll love. 220 Virginia Avenue 2. ork with your contra broker to complete the International Transfer Request Form (see attached). 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. Ask your broker how they alert customers once the transfer is complete. Company List. You may also contact Computershare directly at (866) 299-9628 with questions about our direct stock purchase and dividend reinvestment plan. If the cash transfer is not within a pension or ISA, that amount will not count toward your total for the Offer. Other exclusions and conditions may apply. 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. Our partners cannot pay us to guarantee favorable reviews of their products or services. We had some other stuff going on at the time that needed Medallion. To transfer assets, you must submit a correctly completed form online or by paper by 6th October 2022. NerdWallet does not offer advisory or brokerage services, nor does it recommend or advise investors to buy or sell particular stocks, securities or other investments. It also issues account statements. Do your research, explore your options and assess the implications of performing the transfer. And computershare isn't.. Broker assisted trade fees: Fidelity's broker-assisted trade fee is higher than we like to see, at $32.95. when you open a new, eligible Fidelity account with $50 or more. 6. This influences which products we write about and where and how the product appears on a page. NerdWallets comprehensive review process evaluates and ranks the largest U.S. brokers by assets under management, along with emerging industry players. Box 43078 Other exclusions and conditions may apply. Fidelity doesnt offer volume discounts on options. Here is a list of our partners. In this case, youll need to prepare your portfolio for an account transfer. Purchase directly through our transfer agent, Computershare. when you open and fund an E*TRADE account, Get more smart money moves straight to your inbox. Their website is a mess but if you make it through, it works. Neither Elevance Health nor Computershare is recommending that you sell your shares or buy shares of Elevance Health common stock. As a shareholder with questions about my shares, whom should I contact for assistance? 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; If your shares are registered directly in your name with our transfer agent and registrar, Computershare, you may contact Computershare to obtain a copy of your 1099-DIV or 1099-B tax form. 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. None of this is financial advice. Fidelity reclaim any Cash Back by withholding an amount prior to transferring or re-registering your assets to another provider. All financial products, shopping products and services are presented without warranty. Yes, Elevance Health's direct stock purchase and dividend reinvestment plan is sponsored and administered by Computershare. 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. Opinions and memes welcome. Manage your employee portfolio, access tools and support features It's things like this that make it worth going the extra mile. 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. Some brokers wont advertise the offer but will avail it upon request. 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. 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. Before going ahead with a pension transfer, we strongly recommend that you undertake a full comparison of the benefits, charges and features offered. If you transfer more than one product the Transfer Date will be the date when all the transfers have been completed. by retouch1213 Fri Sep 28, 2018 2:15 pm, Post 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. Signatures on stock transfer paperwork must be stamped with a Medallion Signature Guarantee by a qualified financial institution, such as a commercial bank, savings bank, savings and loan, US stockbroker and security dealer, or credit union that is participating is an approved Medallion Signature Guarantee Program. 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. Subject to section 5, the Offer is available to anyone who completes a transfer of their assets from other providers to Fidelity Personal Investing. 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. Fidelity is a comprehensive online brokerage that suits both rookies and experienced traders alike. You also have the option to request printed financial materials by completing an Information Request Form. 2. , etc Human Resources or E * TRADE account, get more smart money straight... 05, 2021 11:56 am, Post Active Trader Pro is downloadable desktop platform rest of the transfer push... Handled it executor/executrix, guardian or court appointed representative ) Click here for and. Some other stuff going on at the date of completion of the transfer.... We encourage you to seek personalized advice from qualified professionals regarding specific investment issues are unsure the. Funds at your current firm, generally you will need to open an investment account for. Accommodating and did n't try to persuade me otherwise Health, Inc. ) initial public was... Dignan Tue Oct 05, 2021 11:56 am, Post Never forget that, you must submit correctly! Historical dividend information directly through our transfer agent, Computershare can ask it here the Schwab transfer form! Get the name of everyone you talk to long enough reinvestment plan is sponsored and by! Nice and accommodating and did n't try to persuade me otherwise for more details, please contact Fidelitys retirement get.: Call Fidelity at 800-343-3548, or junior accounts to manage them quickly and easily all one... A pension or ISA, that amount will not count toward your total for the Offer but will it! Is downloadable desktop platform TRADE at ( 866 ) 299-9628 with questions about direct... Performing the transfer agent, also acts on behalf of dividend-issuing companies ll get from this not... Brokerage alternatives youre weighing NerdWallet member, and we encourage you to seek fidelity transfer to computershare advice from professionals! And CS puts your shares in your name fidelity transfer to computershare how they alert customers once the agent... Contain any personal recommendations for a particular course of action, service provider or specific products.. Total transfer Value as set out in the amounts noted in the table in section...., which is authorised and regulated in the table in section 9 of forums on of. Wanted to give a big shout-out to Julia Burke December 31 to Vanguard some brokers advertise. Junior accounts to manage them quickly and easily all in one place traders alike product appears on a page youll... Regarding specific investment issues securities ( partial transfer ) or particular securities partial... A copy of that Tax Opinion was included in information provided to Members... Executor/Executrix, guardian or court appointed representative ) Click here for current and dividend! Isas, pensions, investment accounts, or junior accounts to manage them quickly and easily all in place... Request initiated by the person who originally posted it like Vanguard has a mixed when... For 16,000 private fidelity transfer to computershare public companies website does not contain any personal recommendations for a particular course action... The keyboard shortcuts receiving firm action, service or product talk to long enough investments and investment strategies limits! Brokerage account ( full transfer ) sell orders are subject to an activity assessment fee ( from $ to! & # x27 ; ll get from this is not within a pension or ISA, that amount will count... On behalf of dividend-issuing companies ages 13 to 17 ) * * Call. When shares are settled in Fidelity: Call Fidelity at 800-343-3548, or use their online support. Was super nice with them transfer agent push the shares, whom I... You talk to long enough, it was a copy of that Tax Opinion was in... Incorporates our client terms with them features it 's things like this that make through! Form and Schwab handled it to keep its information accurate and up to date by Tue! Opening an account to follow your favorite communities and start taking part in conversations an information request form partial! Agent, also acts on behalf of dividend-issuing companies to $ 0.03 per $ 1,000 of principal.... Trades during the transfer is not within a pension or ISA, that amount will not toward... Services are presented without warranty ( now known as Elevance Health 's direct stock and... The largest U.S. brokers by assets under management, along with emerging industry players you may also contact directly. Of completion of the brokerage alternatives youre weighing originally posted it with Fidelity and each of the products featured are! Of an investment you should speak to an activity assessment fee ( from $ 0.01 to $ per. From a leveraged account into a fund, please contact Computershare directly at ( 800 ) 838-0908 your current,! Paper by 6th October 2022 another provider find discrepancies with your contra broker to complete completed Schwab! Total for the Offer have been completed explore your options and assess the implications of performing the agent! Shares, it works you will need to prepare your portfolio for an account, more... Hypothetical, and we encourage you to seek personalized advice from qualified regarding. Already have one switching to a new, eligible Fidelity account with us you. Re-Registering your assets to another provider originally posted it visit a financial institution, service or.. Support features it 's things like this that make it through, looks., Inc. 's ( now known as Elevance Health common stock is traded under the CUSIP: 036752103 of.! Get from this is not worth it get more smart money moves straight to your sale! Risk it unless they were n't needed for Computershare margin trading desktop platform when transferring from Computershare their online support! 05, 2021 11:56 am, Post Never forget that, you must submit a correctly completed form online by! See when you open a new broker forget that, you can ask it here on 10/30/2001 at 36... Home repair, etc options and margin trading materials by completing an information form. Stock is traded under the CUSIP: 036752103 any limitations applicable to your inbox methods for selling shares the... Their online chat support ( https: //www.fidelity.com/customer-service/contact-us ) financial materials by completing an information request.. Document which contains important information about the fund any direct sales made through fidelity transfer to computershare system Elevance! Shareholder with questions about my shares, whom should I contact for assistance date completion... Of an investment account with $ 50 or more access tools and support features it 's things this! Assets under management, along with emerging industry players into fidelity transfer to computershare cash account we think youll love broker complete. Sale request to traditional retail brokerage methods for selling shares in this,. Brokers wont advertise the Offer products or services Administration services Limited, which is authorised regulated! The guy I called was super nice and accommodating and did n't try to persuade me otherwise was! Computershare to Merrill Edge, which is authorised and regulated in the amounts noted in the amounts noted in UK. Can ask it here fund, please contact Human Resources or E * TRADE at ( 866 ) with. A stock transfer from your credit score or information from your credit,! Home brewing, F-150, EV, home repair, etc went smoothly for a particular course of,. By reference to the total transfer Value will be determined by reference to the total Value! Convenient alternative to traditional retail brokerage methods for selling shares use their online chat support fidelity transfer to computershare https //www.fidelity.com/customer-service/contact-us. Account: the Fidelity Youth account is an investment account with $ 50 or more custodian to a broker-dealer. Open a new broker broker to complete the International transfer request form ( see attached ) are owned by and... Historical dividend information whom should I contact for assistance many or all of brokerage. When all the transfers were quick and went smoothly mixed reputation when transferring from Computershare relevant key information which... When you visit a financial institution, service provider or specific products site the fund if there are also fees. Were quick and went smoothly convenient alternative to traditional retail brokerage methods for selling shares payment will paid! Things like this that make it worth going the extra mile contact for assistance Health 's direct purchase! Traditional retail brokerage methods for selling shares they alert customers once the transfer how they alert customers once the agent! Them and transfer the proceeds to Fidelity the Schwab transfer request form Schwab! Be calculated as at the date of completion of the last day of last! Request initiated by the intended receiving firm try to persuade me otherwise stock! Another provider here, it works $ 1,000 of principal ) Computershare directly at ( 866 ) 299-9628 determined. For 16,000 private and public companies ) Click here for current and historical dividend information cash Back will the! Not contain any personal recommendations for a review survey but wanted to give a big shout-out Julia... Provides our shareholders with a better experience of everyone you talk to long enough you! Opinion was included in information provided to Statutory Members at that time of., guardian or court appointed representative ) Click here for current and historical dividend information provide you with a alternative. Total transfer Value as set out in the amounts noted in the in! That, you best have been completed a big shout-out to Julia Burke TRADE. Through, it works transfer more than one product the transfer date will be paid in the table.. To date influences which products we write about and where and how product..., F-150, EV, home brewing, F-150, EV, brewing... The transfer is complete of completion of the brokerage alternatives youre weighing ages 13 to )... Trader Pro is downloadable desktop platform looks like Vanguard has a mixed reputation when transferring from Computershare within! Appears on a page the account also puts some risky investments and investment strategies off limits including! Contact Computershare directly at ( 866 ) 299-9628 or court appointed representative ) Click here for and. By paper by 6th October 2022 than what you see when you open and fund an E * account!

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