Press J to jump to the feed. Neither Elevance Health nor Computershare is recommending that you sell your shares or buy shares of Elevance Health common stock. Download an account statement or DRS statement. Stocks. New in 2023, Fidelity now offers trading access to Bitcoin and Ethereum. Just got off the phone with Fidelity myself. Their website is a mess but if you make it through, it works. New York Stock Exchange (NYSE), Elevance Health, Inc. common stock is traded under the CUSIP: 036752103. If you received cash as your distribution, the cost basis is zero and the entire amount is taxable. 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. If you later sell, or otherwise dispose of the stock, you will be subject to income tax on the full amount you receive from the sale, as the cost basis is zero (see Demutualization Cost Basis below). Vanguard told me they weren't needed for Computershare. Do your research, explore your options and assess the implications of performing the transfer. by destin Tue May 15, 2018 3:58 pm, Post Any transferred assets will be subject to the applicable client terms for the product your assets have been transferred to. This information may be different than what you see when you visit a financial institution, service provider or specific products site. by destin Thu Apr 26, 2018 1:18 pm, Post Your holding period or acquisition date is the start date of your policy and your sell date is November 2, 2001. Your computers operating system is out of date. 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. Stock transfers are handled by our transfer agent and registrar, Computershare. 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? Many or all of the products featured here are from our partners who compensate us. A place for theoretical discussions about business and stocks - specifically GameStop Stock ($GME). 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. Fidelity is a comprehensive online brokerage that suits both rookies and experienced traders alike. Importantly, the account also puts some risky investments and investment strategies off limits, including options and margin trading. Transfer ISAs, pensions, investment accounts, or junior accounts to manage them quickly and easily all in one place. If you have questions about the direct stock purchase and dividend reinvestment plan, please contact Computershare at (866) 299-9628. We adhere to strict guidelines for editorial integrity. The investing information provided on this page is for educational purposes only. Have a question about your personal investments? It's things like this that make it worth going the extra mile. When evaluating offers, please review the financial institutions Terms and Conditions. New in 2023, Fidelity now offers trading access to Bitcoin and Ethereum. We make it easy to start your transfer and bring your ISAs together. The Cash Back can be kept in your CMA for fee collection, withdrawn or moved into whichever Fidelity Personal Investing account you choose. Hi buckkeeper, any update on this? The last day of the fiscal year is December 31. The amount of your Cash Back payment will be determined by reference to the Total Transfer Value as set out in the table below. Waiting for a review survey but wanted to give a big shout-out to Julia Burke. 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. Avid user of forums on variety of interests-financial, home brewing, F-150, EV, home repair, etc. I believe there is an electronic form you can fill out to start the process. If you want to sell you shares during MOASS, I would leave them in Fidelity. Exit fees will be reimbursed for transfers and re-registrations and account closure fees will be reimbursed provided the conditions above are met. Educational resources for all levels of investor: The educational resources and research options on offer from Fidelity are some of the strongest among the brokers we review with strong resources for both beginning retirement investors and active stock traders. We can't think of an investor who won't be well-served by Fidelity. Read Computershare vs Ameritrade, Fidelity and Schwab . These options are not listed in any order of relevance or preference. 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. Better late than never, eh? Step 1: Review your alternative broker options. Our opinions are our own. by Earl Lemongrab Fri Sep 28, 2018 8:23 pm, Post If you find discrepancies with your credit score or information from your credit report, please contact TransUnion directly. We will not reclaim any Cash Back from assets within a SIPP, other pension or ISA. If you have any questions or need additional information, please call Shareholder Services at Computershare at (866) 299-9628. 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. Initial Public Offering - October 2001, Purchase directly through our transfer agent, Computershare. Not rated here, but worth noting: Fidelity also launched a new mobile app, Fidelity Spire, designed for young adults. by Earl Lemongrab Fri Sep 28, 2018 8:37 pm, Post As my plan is to sell in 10% increments. A Community for topics directly related to GameStop. * Re-registration is not available for some products on the Fidelity Investment Platform. Several years ago I tried to transfer Computershare stocks to Vanguard. P.O. Shareholders who currently own shares in these companies through a broker/intermediary (beneficial shareholders) can become registered shareholders and manage their holding through Investor . And don't be embarrassed to ask them to repeat their name. Computershare Fee to Sell Stocks. Authorized 3rd party (Authorized to act on behalf of a shareholder (e.g. Just a reminder, don't forget fill out your surveys. Ended up being a major hassle so I donated that stock to my Fidelity DAF. Everything was done online with Fidelity and the only thing they requested was a copy of the last statement from Computershare. Available for iOS and Android; advanced features. 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. Research supports our commitment to innovation and our pursuit of moving health forward. Purchase directly through our transfer agent, Computershare. Investor Center. by an_asker Mon Apr 23, 2018 2:30 pm, Post 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 I had the transfer agent push the shares, it was a piece of cake and happened quite easily. But don't quote me on that. Products included: ISAs, Investment Accounts, EBS SIPP, Fidelity Personal Pension, Fidelity SIPP, Unit Trusts, OEICs, SICAVs, Exchange Traded Funds, Investment Trusts and Shares. Frequently Asked Questions - Please select a category from the list box below to display FAQs. My previous transfer didn't take anything close to that. Read more. Initiate the transfer from Fidelity. Having investments spread across multiple companies can be time consuming and costly. They said the transfer would then take about four weeks. Our approach to health begins by redefining health, reimagining the system, and strengthening our communities. 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 ). If you find discrepancies with your credit score or information from your credit report, please contact TransUnion directly. Fidelity handled it all. Does Elevance Health have a direct stock purchase and dividend reinvestment plan? The glitter in CS isn't for everyone. The Bogleheads Wiki: a collaborative work of the Bogleheads community, Local Chapters and Bogleheads Community, https://www.fidelity.com/customer-servi fer-assets, https://digital.fidelity.com/ftgw/digit of-assets/. The closing price of WellPoint, Inc. stock on 11/30/2004 was $101.33. 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. Like money market mutual funds, most proprietary mutual funds can only be held by the issuer and cannot be transferred. An automated function will then allow your broker to see that a request has been made to transfer the account. We collect data directly from providers through detailed questionnaires, and conduct first-hand testing and observation through provider demonstrations. I just got off the phone with Fidelity to transfer more of my shares to Computershare. 7. The account, which allows a parent or guardian to monitor the teenager's activity, offers access to stocks and ETFs, including fractional shares. I am the executor of an estate in which the shareholder is deceased. This website is issued by Financial Administration Services Limited, which is authorised and regulated by the Financial Conduct Authority (FCA) (FCA Register number 122169) and registered in England and Wales under company number 1629709 whose registered address is Beech Gate, Millfield Lane, Lower Kingswood, Tadworth, Surrey, KT20 6RP. Other exclusions and conditions may apply. Its always a good idea to discuss, review and understand any specific policies, restrictions or constraints that may impact the transfer. The same applies if youre transferring a retirement account the source and destination account must match. However, this does not influence our evaluations. Your new broker can provide this form. Ultimately, ensure that your next broker has the features that Fidelity doesnt offer, otherwise, the stock transfer will be in vain. Fidelitys higher margin rates could be pushing you away, but another brokers high trading commissions could just be as detrimental to your investing goals. This Cash Back Offer (the Offer) is available when you apply to transfer your pension(s), ISAs or other investment account assets between 7th July 2022 and midnight on the 6th October 2022. You can use the app to schedule an appointment with your existing Fidelity advisor. So how do we make money? Taxes will be due upon sale of the stock. While the OP has already finished their transfer, for the benefit of others who will come across this thread in the future, this past summer, I transferred my T stock to Vanguard. I did not get involved or have any communications with CS. We will walk you through the process one step at a time. Press J to jump to the feed. How can I purchase Elevance Health common stock? Please contact Fidelitys retirement serviceto get an application form. 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. by aida2003 Wed Dec 29, 2021 9:22 pm, Post I am also trying to transfer some securities from Eq shareowneronline which is similar to Computershare and the broker I want to transfer to is also telling me it will come with a 115 fee. 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