​
https://preview.redd.it/i0i6mbg2gpr81.png?width=1920&format=png&auto=webp&s=88d2de3f2dc7b3a846d3a87b2167d455ba05a148
Cybersecurity awareness training should be a part of every company’s onboarding routine for all workers. Whether they are in-office or remote employees, all employees benefit from more than a reminder to keep passwords safe! Cyber-attacks are more sophisticated than ever before and frightfully common. Spirion estimates there is 1 new attack every 10 seconds (source). All companies need to take a hard look at their onboarding and ongoing awareness training processes to improve their cybersecurity preparedness.
You can have the best IT security software there is, but when you provide online cybersecurity awareness training for employees, you get a critical layer of protection. Here are a few more reasons why it is important to arm your workforce with cybersecurity skills and knowledge.

1) Most people cannot identify phishing emails

In a newly released report by a cyber protection company, it was revealed that phishing sites like to impersonate financial services the most. Indeed, they made up 35% of phishing pages in 2021. The brands they prefer to masquerade as in the financial sector include PayPal, Wells Fargo, and Chase. Of late, they have acquired the taste for LinkedIn, showcasing their dedication to their new target with a phishing slink attack.
This is alarming because, globally, 97% of people cannot identify phishing emails (Source). That is why training remote employees in cybersecurity is important. Awareness training is a crucial line of defense in any company. Did you know that on average, ~3% of your employees will click on a link in a malicious email? They do so for three reasons: first, the email looks very legitimate. Secondly, they haven’t been taught how to spot the tell-tale signs of a phishing email. Thirdly, employees are often convinced the email came from a higher up inside your company. They have no choice but to comply now.
Even if they use their own devices to access phishing emails or pages, your company can still be affected. After all, they store their credentials on their computers or mobile devices. And cyber attackers can use those to get to the organization’s data.

2) Workers might unknowingly install vulnerable third-party software

Bring-your-own-device or BYOD policies are becoming more popular in the workplace. Businesses are discovering its benefits, especially in the area of costs, since with BYOD you don’t need to provide a separate laptop or smartphone to your employees. Most of all, it is beneficial since 75% of employees are already using their own phones for work.
That is good news because the same research reports that employees are more productive if they use their own mobile devices for work. The only downside here is a potential cybersecurity one. Many employees use their personal devices for work without letting their IT department know. They install any and all applications on their phones and computers from any website they happen across. As a business employee or perhaps an owner, are you confident all your employees can tell a good download website from a bad one?
This can open a slew of attack points against the owner of the device as well as the company. Attackers could exploit a malicious download to gain access to sensitive information such as login credentials. From there they can begin spying on a company’s internal processes.
In this case, a well-informed cybersecurity-aware employee will be more careful about what they install on their device(s). With awareness training on these risks, your staff stands a much better chance of preventing harm to themselves or their company.

3) Illegal downloads may come with malware

Streaming services are everywhere these days. Still, there are people who would forgo paying for these services in favor of downloading movies illegally instead. After all, why buy the cow when you can get the milk for free? Okay – that’s a rather old saying but it still fits perfectly.
The trouble is, with free milk comes malware. The issue was front and center with a recent Marvel movie release, “Spider-Man: No Way Home.” Cybersecurity researchers discovered that many of the pirated movie downloads contained malware, specifically cryptocurrency mining malware.
Users are duped into downloading a malicious movie file, thinking that they are getting an illegal copy of the latest installment of Spider-Man. Once installed, this malware takes up a computer’s total spare power and capacity greatly reducing system performance. This can negatively affect system performance, especially if they regularly use heavy-duty software that requires much computing power.
https://preview.redd.it/g60oqzj5gpr81.png?width=1536&format=png&auto=webp&s=a0c0ed71b380f9485a86a6402fe61d45eb9a9a15

4) Cybercriminals are watching employees

In most companies today, employees have access to everything. Such visibility helps an employee keep an eye on workflows and step in to lend a hand in resolving issues as soon as they arise.
Unfortunately, these same privileged users are a favorite target of hackers. It is so bad that a tech giant’s whitepaper has referred to them as “your biggest vulnerability.” Insiders have been shown to be responsible for 60% of all attacks in their respective organizations (Source: Harvard Business review). That is because once cyber attackers get a foothold in a business, they can execute attacks easily from the inside.
The best way to circumvent this is to limit access privileges to minimum essential for job function. Follow a zero-trust framework inside your organization. And most importantly, train your users on the most common attacks to prevent hackers from getting a wedge in the door to your business.

5) Workers may be sharing sensitive information unwittingly

One way that remote workers may be putting their organizations at risk is by posting pictures of their workspace online. Employers are generally not strict about this, since it would be the workers’ private space being put on social media anyway. However, they could be unwittingly posting sensitive information online by doing so.
Sharp-eyed ne’er-do-wells may be able to spot things on desks that can be used against the employee or the company. If it is not documents or notes, there could be other things in the photos or videos that hackers could use. This inadequacy in social media discretion is a security challenge for many businesses today.
Other employees accept any and all friend requests without truly knowing the person. These same employees are often the ones over-sharing on their same social media accounts about major new initiatives or critical project deadlines keeping them up at night. Enterprising hackers then craft devastating spear-phishing attacks against employees with terrible consequences.
That is why in preparing the best cybersecurity training for employees, remote or otherwise, social media discretion and awareness on common mistakes should be included.

6) Remote employees access confidential resources via the cloud

The dark web market is a thriving one. Actors are selling cloud accounts and resources illegally acquired for as little as three dollars (Source). These black market hawkers are offering direct access to an organization’s cloud resources to conduct illegal activities for very little money.
Since remote workers are accessing company data via the cloud, they could be easy targets. This is true for all corporate cloud activities. Even secure accounting software solutions that you use online can be targeted if there is even a single ounce of carelessness.
Your organization can put in place policies to secure these activities. But employees have to play a proactive role, too. They need to be careful how and where they access cloud accounts to prevent attackers from discovering and exploiting vulnerabilities.
Provide employees with a Password Manager and training on the importance of strong password hygiene to help them avoid the mistake of using the same password everywhere they go. That way, if one Cloud provider is breached and hackers obtain a password, that password is not useful anywhere else. Too often today, remote workers aren’t trained on strong passwords, password managers, and the dark web marketplace selling our credentials for profit. Teaching them these facts helps them readily adopt robust cybersecurity practices that protect themselves personally and professionally. But more importantly, these practices help protect your business from harm.
Making cloud security best practices and the proper tools a part of your company’s onboarding training and standard practices.

Training and Prevention Trumps Mitigation

Training employees on how to be safe on the web will always cost less than fixing the damages from a cyber attack. Companies can urge individuals to get cybersecurity awareness training for employees for as little as $25 per month. Even if the price range shoots up to $500 or more, it would still be a bargain compared to the loss an organization experiences from a breach.
By training your remote employees in cybersecurity, you can greatly reduce the chance of an attack happening. One-time training may not be enough, just as one trip to the gym won’t address your physical fitness. Cybersecurity needs to be practiced and learned over time at regular intervals. It is vitally important to provide workers with regular updates, awareness topics, and tips to keep themselves informed and prepared. Employees and companies who require a regular cybersecurity workout become much more fit and difficult to hack; so much so, that hackers often move on to easier targets.
Will you make cybersecurity awareness training a priority in your organization, not just for onboarding new employees, but part of everyone’s regular routine? You’ll be happy you did.

This is PART 2 of a step-by-step guide to DRS your shares!
TL;DR A step-by-step guide to directly register your shares (DRS) from your existing brokers to Computershare (CS). This guide covers most Canadian Brokers as well as some US brokers: BMO, Disnat, Questrade, RBC Direct Invest, Scotia iTrade, Sofi, Tastyworks, TD CanadaTrust, TIAA, WealthSimple
Thread last updated Mar 8
------------------

Table of contents, Disclaimer & position statement

• Intro
• Chapter 1 - Things to know before transferring
• Chapter 2 – How-to aka “I go to Computershare”
• Chapter 3 – Wot now?

I am simply collecting and updating with the most accurate information available. If you need or want to share details that would make the guide better, just DM.
I eat crayons for breakfast, throw shit on the walls at night so this is NOT financial advice. This is simply a gathering of information publicly available.
At the time of writing, I currently own xxx GME shares of which the vast majority is with Computershare and some across a few brokers (IBKR, Commsec, Saxo, HSBC Canada). I also have stakes in LRC (Loopring), IMX (Immutable X) and other cryptos. I also have 1 option GME MAR 18 '22 155 Call C205.
It's important to call out the relentless work from u/pinkcatsonacid u/potsemaG u/Criand u/BananyaBangarang u/Bibic-Jr and plenty of other apes across several subs for continuing to bring awareness to DRS.
^{UPDATED 8 MAR}
------------------

Intro - We can DRS for longer than they can stay solvent

From the first mention of DRS by Dr T (feels like decades ago) to where retail investors stand today, some serious wrinkles have been formed in the last few months. This post is not here to debate DRS vs Options vs brokers. My personal opinion is that DRS is the way, brokers are fucked and options can be effective if you know what you are doing (personally, I don't).
This thread is an updated/upgraded/resurfacing of my original series. It provides a step-by-step guide to transfer your shares to actually become YOUR SHARES (bye DTCC).
​
In this Guide Part 2, I’ll provide instructions to transfer from the following brokers

• BMO 🇨🇦
• Disnat 🇨🇦
• Questrade 🇨🇦
• RBC Direct Invest 🇨🇦
• Scotia iTrade 🇨🇦
• Sofi 🇺🇲
• Tastyworks 🇺🇲
• TD CanadaTrust 🇨🇦
• TIAA 🇺🇲
• WealthSimple 🇨🇦

Part 1: Fidelity, TD Ameritrade, Ally Invest, Chase/JP Morgan, E*Trade, Merril Edge, Schwab, Vanguard, WeBull, Wells Fargo

^{UPDATED 8 MAR}
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Chapter 1 – Things you should know

1.1 What DRS? Why DRS?

What DRS?
To oversimplify, DRS stands for Direct Registration System. In other words, when you DRS you share, you directly register the shares in YOUR NAME. Essentially, you have 2 ways to proceed with a DRS of shares.

1. You can transfer the shares held on your broker accounts to Computershare, the official transfer agent and registrar for Gamestop.
2. You can buy shares on your Computershare account. Please note this guide does not cover this method.

​
Who is Computershare (CS)? Can we trust them?

CS is an Australian based transfer company with offices in 20 countries. They are over 40 years old and are the official transfer agent for not only GameStop but large corporations such as McDonalds, Johnson & Johnson, Coca Cola and AT&T. Even though they offer some broker-like services it is important to note they are NOT A BROKER. They do however have 12,000 employees dedicated solely to keeping accurate records for their 75 million customers. (Source: u/Doom_Douche)

​
Why DRS?

1. Shares in YOUR NAME: With DRS, you get a "Direct" Registration — The security is registered in your name on the issuer's books, and either the company or its transfer agent holds the security for you in book-entry form. On the other hand, with brokers, shares will always be registered under "Street Name" Registration — The security is registered in the name of your brokerage firm on the issuer's books, and your brokerage firm holds the security for you in "book-entry" form.
2. YOUR SHARES cannot be lent. Nuf' said.

^{UPDATED 8 MAR}
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1.2 Can’t find your broker in the list above?

Ok, let's get started with the transfer method. This sexy ape called u/Bibic-Jr is keeping a good log of all brokers. It's worth checking if you can't find your broker in this series. If you have intel on brokers not listed here, happy to add, just DM and we'll chat.
^{UPDATED 8 MAR}
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1.3 Note about slow DRS transfers from some brokers

This is not financial advice but if I were in the US and my broker mentioned DRS taking more than a week, I would transfer out to another broker like Fidelity and DRS from there.
Keep the following info in mind: as per FINRA Rule 11870, your broker has 3 days to proceed with a non-DRS transfer to another broker. If this takes longer, flex up and ask to speak with their compliance department and threat to fill a complaint with FINRA.
^{UPDATED 8 MAR}
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1.4 FAQs

Before the transfer

I want to open a CS account directly, is it possible?

If you are in the US, you can follow the kick-ass guide from u/BananyaBangarang. Unfortunately, for international apes, it is not possible to open an account with CS directly for Gamestop shares.
​

Can I transfer my shares held in IRA?

You can. I'm still studying the topic so can't talk much about it.
​

I live overseas, can I transfer my shares as well?

You absolutely can but you gotta check with your brokers. Some brokers are seriously fukc'd.
​

I live overseas, can I transfer my shares held in TFSAs (Canada) or account with tax benefits?

You absolutely can but there will be tax implications. I can't discuss this in detail but it's essentially the same as selling your positions on that account and repurchasing in Computershare (in other words, you won't get the tax benefits).
​

What happens if MOASS starts while the shares are being transferred?

You have to be clear about your investment strategy. If you are not planning on selling these, why do you care if they are in transit? MOASS could/would take weeks anyway so from my POV, it's a plus. I wouldn't be tempted to sell.
​

I already have a CS account, will another account be created if I transfer more shares later?

That question has been floating around lately. If you start subsequent DRS transfer and want these shares to go to your existing CS account, quote your CS account number to your broker. Just make sure the name on the account match.
​
During the transfer

How long does it take for my shares to be transferred?

There are 2 parts to the DRS process:

1. The process with your broker (ie: how long it takes for them to initiate the DRS transfer). This is outlined for each broker below but it shoudln't take more than a week (IMO) and;
2. The process with CS (ie: create your account, register your account). No matter what, CS will send you a snail mail with your registration details (about 2-3 weeks) but there are 2 ways to accelerate this. See the bottom of this post for more on this.

​
After the transfer

What happens once the transfer has gone through with my broker?

See the bottom of this post for more on this.
​

I still would like to know if I can sell with CS and what's the max?

CS has a $9.99m/transaction cap via the web and a limit sell of ~$214k per share. Anything above this will require written notice.
​

What happens to my shares once they are 'transferred' to CS?

Well, it's a bit weird. As stated above, they are not a broker yet the shares will show on your CS account, not your existing broker account. To cite u/Criand, you are not "transferring" shares. You are transferring certificate ownership on GameStop's shareholder books.
^{UPDATED 8 MAR}
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Chapter 2 – How-to aka “I go to Computershare”

https://preview.redd.it/l732534pj1m81.png?width=888&format=png&auto=webp&s=92ae54b4223b86b59133b9c237033cca455528c6

2.1 Be Kind / Be Confident (you might have to call)

Be patient and be kind with the customer service reps on both the broker side and CS side. If you get a good experience with one of them, take another 5 min after you are done to write a referral or compliment, it goes a long way! I can be a dick myself when I get frustrated but honestly, being a dick never helps.
For some of us, I know it’s dreadful to talk to strangers over the phone. You have held through thick and thin all/most of 2021 and into 2022 so you are strong. You've got this! A phone call is easier than you think! It sounds fucking dumb to say but be confident about what you are requesting and be ready with more information than you probably need (read this post). For example, you might get push-back on the DRS transfer mentioning you need a CS account. This is incorrect. This is NOT a broker-to-broker transfer, this is a transfer to an official registrar, a transfer agent to get YOUR shares in YOUR name.
^{UPDATED 8 MAR}
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2.2 Details you might need during the process

• Gamestop ticker and CUSIP: GME, 36467W109
• Computershare (CS) DTC number: #7807
• CS phone number: (800) 522-6645 for US/Canada and 1 800-3823-3823 for international
• CS address: Computershare Trust Company, N.A. / P.O. Box 505005 / Louisville, KY 40233-5005

​
A quick note about Transfer Lot Method
ELI5: You can choose which shares you want to transfer (the first ones you bought? The last ones? etc)
When transferring positions, your broker should be asking or giving you the choice on the tax method you'd like to use to transfer your positions. If not, there should be an option in the account management or you could check your statements and list to your brokers the shares you want to transfer.
Some of the common ones:

• Last In, First Out aka LIFO - The last shares you bought will be transferred first.
• First In, First Out aka FIFO - The first shares you bought will be transferred first.
• Highest Cost - The shares with the highest cost will be transferred first.

Do your DD. Here is something I found really quickly
​
For Canadian Apes
u/PM_Your_Green_Buds has written a post for Canadians (with WS and other brokers) about delays. Check it out and don't hesitate to drop names like IIROC (as they regulate WS). You can also mention the Ombudsman for Banking Services & Investments (OBSI), The CSA and even threaten to file a financial institution complaint at a federal level.
^{UPDATED 8 MAR with CS NUMBERS}
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2.3 BMO

# NOTE: BMO will take care of opening CS account
# FEES: $0
# PROCESS COMPLEXITY: 🔷
# TIMING: ~5-10 days
# METHOD: Phone

1. Get ready: You will need your account #, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Call 1-888-776-6886 and ask to talk to someone for a transfer. Specifically, an Outbound DRS Transfer for some of your Gamestop shares to the official registrar (Computershare).
3. Rep will submit the request/form

^{UPDATED 8 MAR}
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2.4 Disnat

# NOTE: DN will create the CS acc. for you (Oct 8: u/Existing_Hope_477 has reported DN's pushback on this point. IMO, I would continue to push back. Send me a DM to discuss)
# IMPORTANT: You need to have the $50 available on your account
# FEES: $150
# COMPLEXITY: 🔷
# TIMING: ~3 weeks
# METHOD: Phone

1. Get ready: You will need your account #, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Call Disnat Customer Services on 1-866-873-7103. Ask to direct register your shares (en français, faites une demande de 'certificat d'immatriculation'). A rep will walk you through the process.

^{UPDATED 8 MAR}
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2.5 Questrade

# NOTE: QT will create the CS acc. for you
# IMPORTANT: You need sufficient funds on your account when starting this process.
# FEES: $300
# COMPLEXITY: 🔷
# TIMING: ~10 days
# METHOD: Form/Email

1. Get ready: You will need your account #, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Fill a letter of instruction. You can find a template here. Download, print, fill, scan, return. The subject line should be something like "OUT TRANSFER DRS".

^{UPDATED 8 MAR}
------------------

2.6 RBC Direct Investing

# NOTE: RBC will create the CS acc. for you
# IMPORTANT: You need sufficient funds on your account when starting this process.
# FEES: $50
# COMPLEXITY: 🔷
# TIMING: ~4-6 weeks
# METHOD: Phone

1. Get ready: You will need your account #, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Call RBC customer services at 1 800 769 2560. Explain that you'd like to request an Outbound DTC Transfer. The agent will help you fill out a form (they'll fill it out for you). Once it's done, you'll receive a copy of the form.

^{UPDATED 8 MAR}
------------------

2.7 Scotia iTrade

# NOTE: SiT will create the CS acc. for you
# FEES: $100
# IMPORTANT: SiT will create the CS acc. for you
# COMPLEXITY: ?
# TIMING: ~2-3 weeks
# METHOD: Phone

1. Get ready: You will need your account #, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Call customer service at 1 888-872-3388. Through the prompts, select 'Others' to speak to someone. Explain that you'd like to request an Outbound DTC Transfer. The agent will help you with the process.

^{UPDATED 8 MAR}
------------------

2. 8 SoFi

# NOTE: You don't need to open a CS account, SoFi will take care of it.
# IMPORTANT: You need sufficient funds on your account when starting this process.
# FEES: $115
# PROCESS COMPLEXITY: 🔷🔷
# TIMING: Unknown
# METHOD: Letter of Instruction/Email

1. Get ready: You will need your account #, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. You'll need to fill out a letter of instruction. You can find a template here. Download, print, fill, scan and return.

^{UPDATED 8 MAR}
------------------

2.9 Tastyworks

# NOTE: You don't need to open a CS account, TW will take care of it.
# IMPORTANT: You need sufficient funds on your account when starting this process.
# FEES: $115 ($125 if rejected by CS)
# PROCESS COMPLEXITY: 🔷🔷
# TIMING: ~4-5 days
# METHOD: Chat / Form / Letter of Instruction

1. Get ready: You will need your account #, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Contact the Live Chat Support and ask for an Outbound DRS Transfer of Shares. Tell them they should be used the form called 'Free Delivery' (yes, you still have to pay $115).

IMPORTANT: You will also need to provide a Letter of Instruction You can find a template here. Download, print, fill, scan and return. If using the Letter of Instruction (which you will need), email this to support**@**tastyworks.com
^{UPDATED 8 MAR}
------------------

2.10 TD CanadaTrust

# NOTE: TDC will create the CS acc. for you
# IMPORTANT: You need sufficient funds on your account when starting this process.
# FEES: $US80 + Applicable taxes
# COMPLEXITY: 🔷
# TIMING: ~20-25 days
# METHOD: Phone

1. Get ready: You will need your account #, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Call 1-800-465-5463 (English) or 1-800-361-2684 (Français) and request an Outbound DRS Transfer. The agent will assist you.

^{UPDATED 8 MAR}
------------------

2.11 TIAA

# NOTE: You don't need to open a CS account, TIAA will take care of it
# FEES: ?
# PROCESS COMPLEXITY: 🔷🔷
# TIMING: ~6 days
# METHOD: Letter of Instruction/Email

1. Get ready: You will need your account #, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. You'll need to fill out a letter of instruction. You can find a template here. Download, print, fill, scan and return.

^{UPDATED 8 MAR}
------------------

2.12 WealthSimple

# NOTE: You don't need to open a CS account, WS will take care of it
# IMPORTANT: You need sufficient funds on your account when starting this process.
# IMPORTANT 2: If you are on a TFSA or RRSP account, DRS might not be the right thing to do as it has fiscal implications. Essentially, they will need to liquidate your positions for the transfer.
# FEES: $300
# PROCESS COMPLEXITY: 🔷🔷
# TIMING: ~3-4 weeks
# METHOD: Chat

1. Get ready: You will need your account #, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Seems super simple. Just initiate a chat

^{UPDATED 8 MAR}
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3. Wot Now?

https://preview.redd.it/wpfegvuqj1m81.png?width=507&format=png&auto=webp&s=b6b498242cd4698c3b409ae40f2ee4ebe48e53c1

3.1 "So what is happening after my broker has completed its part?"

• Your ticket will be allocated to your broker. In my case, it took 3 days
• They will start the process. In my case, it took another 1-2 days.
• When your broker has confirmed it's done, you will not hear from CS to confirm it's completed. Contact CS ~48-72h later on (800) 522-6645 for US/Canada and 1 800-3823-3823 for international to make sure all is fine. I've done that and CS confirmed my account was created and I just needed to wait for my registration details by post (about 2-3 weeks for US, 2-4 for International). You gotta be patient unless you ain't (see below if that's the case)
• You will receive your transfer confirmation a few weeks later. You can then set up your account. You'll need to set up your account with personal details, 3 security questions and a password. You'll then get a verification link to your email. Your login for CS is totally unrelated to your broker's login.
• Once that's done, CS will ask for a special token code (kinda 2FA)...and that code is sent by snail mail. You can call CS right away and request an express package. Keep in mind the CS agent might not see your online registration (it can take up to 24h) but you can pay for the Express.

INTERNATIONAL APES: you'll need to fill a W8-BEN form. This can be done online when you are logged into your CS account. No rush.
^{UPDATED 8 MAR}
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3.2 "So yeah, I'm not patient, what do I do?"

Self-Serve Method (didn't work for me)

1. Login to CS website and try registering online (2) (you need to overwrite the default country redirect (1).
2. Register with your SSN, your ZIP code, etc. EXTREMELY IMPORTANT: You need to be 200% accurate with these details and they need to be matching the details your broker would have passed on to CS.

https://preview.redd.it/pzgg9vqrj1m81.png?width=1141&format=png&auto=webp&s=b53c12a1b4342bae7caebf516df4d819aaa9e434
https://preview.redd.it/hj8epqdsj1m81.png?width=818&format=png&auto=webp&s=d4e75ac7ec04e6ca089c781701c12a74fab33cfe
Call Centre Method & Express post Method

1. Call the CS US number on (800) 522-6645 for US/Canada and 1 800-3823-3823 for international
2. Make it clear you just transferred shares, do not have a registration yet, and don't want to wait for a regular post. You'd like Express Post ($35 for US / $45 for international).
3. Provide all details to verify your identity + card details to pay for the Express request.
4. Getting a tracking number should take 24-48h so you can call back and ask for it.

NOTE: You can also request Express to receive the 2FA special code by post. Just call them right after you have initiated the verification process.
^{UPDATED 8 MAR}
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https://preview.redd.it/n3cyt29tj1m81.png?width=659&format=png&auto=webp&s=2187a47009e44baf32f6fff31ddd92e6edb90942

This is PART 1 of a step-by-step guide to DRS your shares!
TL;DR A step-by-step guide to directly register your shares (DRS) from your existing brokers to Computershare (CS). This guide covers most of the large US Brokers: Fidelity, TD Ameritrade, Ally Invest, Chase / JP Morgan, E*Trade, Merril Edge, Schwab, Vanguard, Webull, Wells Fargo
Thread last updated Mar 8
------------------

Table of contents, Disclaimer & position statement

• Intro
• Chapter 1 - Things to know before transferring
• Chapter 2 – How-to aka “I go to Computershare”
• Chapter 3 – Wot now?

I am simply collecting and updating with the most accurate information available. If you need or want to share details that would make the guide better, just DM.
I eat crayons for breakfast, throw shit on the walls at night so this is NOT financial advice. This is simply a gathering of information publicly available.
At the time of writing, I currently own xxx GME shares of which the vast majority is with Computershare and some across a few brokers (IBKR, Commsec, Saxo, HSBC Canada). I also have stakes in LRC (Loopring), IMX (Immutable X) and other cryptos. I also have 1 option GME MAR 18 '22 155 Call C205.
It's important to call out the relentless work from u/pinkcatsonacid u/potsemaG u/Criand u/BananyaBangarang u/Bibic-Jr and plenty of other apes across several subs for continuing to bring awareness to DRS.
^{UPDATED 8 MAR}
------------------

Intro - We can DRS for longer than they can stay solvent

From the first mention of DRS by Dr T (feels like decades ago) to where retail investors stand today, some serious wrinkles have been formed in the last few months. This post is not here to debate DRS vs Options vs brokers. My personal opinion is that DRS is the way, brokers are fucked and options can be effective if you know what you are doing (personally, I don't).
This thread is an updated/upgraded/resurfacing of my original series. It provides a step-by-step guide to transfer your shares to actually become YOUR SHARES (bye DTCC).
​
In this Guide Part 1, I’ll provide instructions to transfer from the following brokers

• Fidelity 🇺🇲
• TD Ameritrade 🇺🇲
• Ally Invest 🇺🇲
• Chase / JP Morgan 🇺🇲
• E*Trade 🇺🇲
• Merril Edge 🇺🇲
• Schwab 🇺🇲
• Vanguard 🇺🇲
• Webull 🇺🇲
• Wells Fargo 🇺🇲

Part 2: BMO, Disnat, Questrade, RBC, Scotia iTrade, Sofi, Tastyworks, TD CanadaTrust, TIAA, WealthSimple

^{UPDATED 8 MAR}
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Chapter 1 – Things you should know

1.1 What DRS? Why DRS?

What DRS?
To oversimplify, DRS stands for Direct Registration System. In other words, when you DRS you share, you directly register the shares in YOUR NAME. Essentially, you have 2 ways to proceed with a DRS of shares.

1. You can transfer the shares held on your broker accounts to Computershare, the official transfer agent and registrar for Gamestop.
2. You can buy shares on your Computershare account. Please note this guide does not cover this method.

​
Who is Computershare (CS)? Can we trust them?

CS is an Australian based transfer company with offices in 20 countries. They are over 40 years old and are the official transfer agent for not only GameStop but large corporations such as McDonalds, Johnson & Johnson, Coca Cola and AT&T. Even though they offer some broker-like services it is important to note they are NOT A BROKER. They do however have 12,000 employees dedicated solely to keeping accurate records for their 75 million customers. (Source: u/Doom_Douche)

​
Why DRS?

1. Shares in YOUR NAME: With DRS, you get a "Direct" Registration — The security is registered in your name on the issuer's books, and either the company or its transfer agent holds the security for you in book-entry form. On the other hand, with brokers, shares will always be registered under "Street Name" Registration — The security is registered in the name of your brokerage firm on the issuer's books, and your brokerage firm holds the security for you in "book-entry" form.
2. YOUR SHARES cannot be lent. Nuf' said.

^{UPDATED 8 MAR}
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1.2 Can’t find your broker in the list above?

Ok, let's get started with the transfer method. This sexy ape called u/Bibic-Jr is keeping a good log of all brokers. It's worth checking if you can't find your broker in this series. If you have intel on brokers not listed here, happy to add, just DM and we'll chat.
^{UPDATED 8 MAR}
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1.3 Note about slow DRS transfers from some brokers

This is not financial advice but if I were in the US and my broker mentioned DRS taking more than a week, I would transfer out to another broker like Fidelity and DRS from there.
Keep the following info in mind: as per FINRA Rule 11870, your broker has 3 days to proceed with a non-DRS transfer to another broker. If this takes longer, flex up and ask to speak with their compliance department and threat to fill a complaint with FINRA.
^{UPDATED 8 MAR}
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1.4 FAQs

Before the transfer

I want to open a CS account directly, is it possible?

If you are in the US, you can follow the kick-ass guide from u/BananyaBangarang. Unfortunately, for international apes, it is not possible to open an account with CS directly for Gamestop shares.
​

Can I transfer my shares held in IRA?

You can. I'm still studying the topic so can't talk much about it.
​

I live overseas, can I transfer my shares as well?

You absolutely can but you gotta check with your brokers. Some brokers are seriously fukc'd.
​

I live overseas, can I transfer my shares held in TFSAs (Canada) or account with tax benefits?

You absolutely can but there will be tax implications. I can't discuss this in detail but it's essentially the same as selling your positions on that account and repurchasing in Computershare (in other words, you won't get the tax benefits).
​

What happens if MOASS starts while the shares are being transferred?

You have to be clear about your investment strategy. If you are not planning on selling these, why do you care if they are in transit? MOASS could/would take weeks anyway so from my POV, it's a plus. I wouldn't be tempted to sell.
​

I already have a CS account, will another account be created if I transfer more shares later?

That question has been floating around lately. If you start subsequent DRS transfer and want these shares to go to your existing CS account, quote your CS account number to your broker. Just make sure the name on the account match.
​
During the transfer

How long does it take for my shares to be transferred?

There are 2 parts to the DRS process:

1. The process with your broker (ie: how long it takes for them to initiate the DRS transfer). This is outlined for each broker below but it shouldn't take more than a week (IMO) and;
2. The process with CS (ie: create your account, register your account). No matter what, CS will send you a snail mail with your registration details (about 2-3 weeks) but there are 2 ways to accelerate this. See the bottom of this post for more on this.

​
After the transfer

What happens once the transfer has gone through with my broker?

See the bottom of this post for more on this.
​

I still would like to know if I can sell with CS and what's the max?

CS has a $9.99m/transaction cap via the web and a limit sell of ~$214k per share. Anything above this will require written notice.
​

What happens to my shares once they are 'transferred' to CS?

Well, it's a bit weird. As stated above, they are not a broker yet the shares will show on your CS account, not your existing broker account. To cite u/Criand, you are not "transferring" shares. You are transferring certificate ownership on GameStop's shareholder books.
^{UPDATED 8 MAR}
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Chapter 2 – How-to aka “I go to Computershare”

https://preview.redd.it/9q1uvx0th1m81.png?width=888&format=png&auto=webp&s=2b6fe46868540373d4337eca2d1166ecdd59008d

2.1 Be Kind / Be Confident (you might have to call)

Be patient and be kind with the customer service reps on both the broker side and CS side. If you get a good experience with one of them, take another 5 min after you are done to write a referral or compliment, it goes a long way! I can be a dick myself when I get frustrated but honestly, being a dick never helps.
For some of us, I know it’s dreadful to talk to strangers over the phone. You have held through thick and thin all/most of 2021 and into 2022 so you are strong. You've got this! A phone call is easier than you think! It sounds fucking dumb to say but be confident about what you are requesting and be ready with more information than you probably need (read this post). For example, you might get push-back on the DRS transfer mentioning you need a CS account. This is incorrect. This is NOT a broker-to-broker transfer, this is a transfer to an official registrar, a transfer agent to get YOUR shares in YOUR name.
^{UPDATED 8 MAR}
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2.2 Details you might need during the process

• Gamestop ticker and CUSIP: GME, 36467W109
• Computershare (CS) DTC number: #7807
• CS phone number: (800) 522-6645 for US/Canada and 1 800-3823-3823 for international
• CS address: Computershare Trust Company, N.A. / P.O. Box 505005 / Louisville, KY 40233-5005

​
A quick note about Transfer Lot Method
ELI5: You can choose which shares you want to transfer (the first ones you bought? The last ones? etc)
When transferring positions, your broker should be asking or giving you the choice on the tax method you'd like to use to transfer your positions. If not, there should be an option in the account management or you could check your statements and list to your brokers the shares you want to transfer.
Some of the common ones:

• Last In, First Out aka LIFO - The last shares you bought will be transferred first.
• First In, First Out aka FIFO - The first shares you bought will be transferred first.
• Highest Cost - The shares with the highest cost will be transferred first.

Do your DD. Here is something I found really quickly
^{UPDATED 8 MAR}
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2.3 Fidelity

# NOTE: You don't need to open a CS account, Fidelity will take care of it.
# FEES: NONE
# PROCESS COMPLEXITY : 🔷(Phone) / 🔷(Chat function as of ~14 Feb) / 🔷🔷(Form/Secured online message)
# TIMING: ~3-5 days
# METHOD: Phone or Form/Secured online message

Phone

1. Call the following number 1-800-544-6666 and say it's for 'stock certificates'
2. You will need to provide verify your identity (including your Fidelity account #) and specify how many shares you want to transfer as well as the transfer method (see above)

Chat

1. Initiate a chat conversation and ask for a DRS transfer.
2. You will need to provide verify your identity (including your Fidelity account #) and specify how many shares you want to transfer as well as the transfer method (see above).

Form/Secured Email

1. Get ready: You will need your Fidelity account #, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above)
2. Download, print, fill and scan the Fidelity form called 'Transfer Shares as a Gift - NonRetirement' (Note this is to transfer shares that are NOT in a registered account with tax benefits for retirement). NOTE: You are basically gifting/transferring these shares to yourself.

https://preview.redd.it/wlj25mbuh1m81.png?width=891&format=png&auto=webp&s=0aff56bb0a14b4cfd8eb73f484ca6b2297fc96ec

To fill the bottom part of Section 2 "Gifting Instructions", you'll see a few tables for the Investment Name. If you bought all your shares all at once, you probably just need to fill one table. If you have bought all the dips Shitadel has given you, you might need to fill more than one table as follow:
This is an example!
Investment Name: GameStop Corp / CUSIP: 36467W109 / Shares: 5 / Lot Acquisition Size: 02/02/2021 / Lot Acquisition Cost: $3
Investment Name: GameStop Corp / CUSIP: 36467W109 / Shares: 10 / Lot Acquisition Size: 03/03/2021 / Lot Acquisition Cost: $15
etc.
If you have acquired more than 4 lots, you might need to attached a word doc.

^{UPDATED 8 MAR}
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2.4 TD Ameritrade

# NOTE: You don't need to open a CS account, TDA will take care of it.
# NOTE: Review the Tax Method for transfer on Client Services >> My Profile >> General >> FIFO/LIFO (see above for more on that topic)
# FEES: NONE
# PROCESS COMPLEXITY : 🔷(Phone) / 🔷🔷(Form/Secured online message)
# TIMING: ~2-3 weeks
# METHOD: Phone or Chat or Form/Secured online message

Phone / Chat

1. Get ready: You will need your TDA account #, your SSN, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Chat Method - Start an 'Ask TED' chat and ask for an Outbound DRS Transfer or call 1-800-652-4584 and request to talk to someone for an Outbound DRS Transfer. When you go through 'Ask TED', the agent will fill out the form for you.

​
Form/Secured Email

1. Get ready: You will need your TDA account #, your SSN, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Download, print, fill and scan the form called 'Transfer Out - Direct Registration System and Certificate Request' // NOTE: You'll see a note on top of the form for a $500 fee. This is for the issuance of a Certificate, not a DRS transfer.

How to fill?

• Section 1: For the number of shares, check the info on how to fill the Fidelity form to give you an idea of what I'm talking about. For the Transfer Agent Account #, leave blank if you don't have a CS account yet.
• Section 2: This is basically YOU and YOUR details.
• Section 3: Leave this blank
• Section 4: Your address. This will be used to create your CS account

1. Once scanned, send it via the secure message center in the TDA interface (when logged in). Head to Secure Mail to return the form. You might want to follow up with them a day or so to make sure it's received and processed.

^{UPDATED 8 MAR}
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2.5 Ally Invest

# NOTE: You don't need to open a CS account, Ally Invest will take care of it.
# IMPORTANT: You need sufficient funds on your account when starting this process.
# FEES: $115 (if rejected, it will be $125 rejection fee)
# PROCESS COMPLEXITY : 🔷🔷
# TIMING: ~30 days
# METHOD: Letter of Instruction/Email

1. Get ready: You will need your Ally account #, your SSN, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. You'll need to fill out a letter of instruction. You can find a template here. Download, print, fill, sign, scan and return. You can follow up with the chat function a few days later.

^{UPDATED 8 MAR}
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2.6 Chase / JP Morgan

# NOTE: You don't need to open a CS account, JP Morgan will take care of it
# FEES: $75
# PROCESS COMPLEXITY: 🔷🔷
# TIMING: 2-4 days
# METHOD: Form/Secure Mail or Phone.

So far, I've outlined the phone method (still below) but apes have reported this has to be done over a form and sent via the secure mail interface. (Looking for confirmation from apes)
Phone Method

1. Get ready: You will need your account #, your SSN, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Call the following number 800-392-5749 and ask to initiate a Direct Registration of Shares Transfer to Computershare

​
Form Method

1. Get ready: You will need your account #, your SSN, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Download, print, fill, scan the form called Reregister Securities with Transfer agent**.** Just search for it on your fav search engine.

How to fill?

• Section 1: Computershare's details as per above (you don't need to fill the Government Securities section)
• Section 2: Security Description (FYI security = stock). Basically, what lot do you want to transfer (date purchased, price, Symbol & CUSIP as per above)
• Section 3: Payment Method (make sure you have the funds)
• Section 4: Signature

^{UPDATED 8 MAR}
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2.7 E*Trade

# NOTE: You don't need to open a CS account, E*Trade will take care of it
# IMPORTANT: You need sufficient funds on your account when starting this process despite the fact that the transfer is free
# IMPORTANT 2: Using the phone method, you can transfer without the fund requirement.
# FEES: None but you will need $US500 on your account as a guarantee until E*Trade confirms that GME is an on-exchange security (NYSE) with a registrar.
# PROCESS COMPLEXITY: 🔷# TIMING: 5-10 days
# METHOD: Preferred method: Phone . You can also do Online form

Phone

1. Get ready: You will need your account #, your SSN, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Call 1-800-387-2331. Double-check that you won't need the $500 deposit.

​
Online Form

1. Get ready: You will need your account #, your SSN, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Access the online request form by going to etrade.com >> Accounts >> Documents >> Forms & Applications >> Deposits & Withdrawals section >> Request a Stock Certificate.
3. Select an account from the drop-down menu.
4. Check the box next to the security for which a certificate should be issued or a DRS transfer should be processed.
5. Indicate the number of shares for which certificates should be issued or a DRS transfer should be processed.
6. Click Preview to confirm the details of the request. Then Confirm to submit the request.

^{UPDATED 8 MAR}
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2.8 Merril Edge

# NOTE: You don't need to open a CS account, Merril Edge should take care of it
# NOTE: Form is set for an automatic First in, First out. Make sure you understand if that works for you and call it out to them if not. You will need to send a letter of instruction (ie: "yo, change this to what i want!")
# FEES: $25
# PROCESS COMPLEXITY: 🔷
# TIMING: ~4 days
# METHOD: Online form

1. Get ready: You will need your account #, your SSN, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Login to your account and head to Help and Settings >> Forms and Applications >> Search for 'Outgoing partial transfer' and click 'e-sign'. You can also find the form online here but you'll then have to download, print, fill, scan and return. // NOTE: If you don't have a CS account, just write "To be created by Computershare" or "N/A"

^{UPDATED 8 MAR}
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2.9 Schwab

# NOTE: You don't need to open a CS account, Schwab will take care of it
# FEES: NONE
# PROCESS COMPLEXITY: 🔷🔷
# TIMING: 3-5 days
# METHOD: Phone or Live Chat

1. Get ready: You will need your account #, your SSN, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Call them on 1-877-284-9830 (Asset Transfer Team) or 1-800-323-4332 (seems like Schwab is pushing back on that second #) and ask to talk to the Security Team. You can also use the Chat function. // NOTE: When calling the first #, say your Schwab Acc. #, then press 4 then 2.
3. Once you talk to someone (can take a while), be knowledgeable and ask for an Outbound DRS Transfer for some of your Gamestop shares to the official registrar (Computershare). At that point, they should be able to pull the right form and help you out. Rep will submit the request on your behalf.

^{UPDATED 8 MAR}
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2.10 Vanguard

# NOTE: V will take care of opening CS account
# FEES: $0
# PROCESS COMPLEXITY: 🔷
# TIMING: ~5-7 days
# METHOD: Phone

1. Get ready: You will need your Vanguard account #, your SSN, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Call the Onboarding line on 1-855-730-0325 as they are more knowledgeable about DRS Transfer. Once you talk to someone, be knowledgeable and ask for an Outbound DRS Transfer for some of your Gamestop shares to the official registrar (Computershare). At that point, they should be able to pull the right form and help you out. Rep will submit the request/form to their "Outgoing Transfer Specialist"

^{UPDATED 8 MAR}
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2.11 WeBull

# NOTE: You don't need to open a CS account, WB will take care of it
# IMPORTANT: You need sufficient funds on your account when starting this process.
# IMPORTANT 2: Double/Triple check your shares are not lent. If you think they aren't, just check again
# FEES: $115
# PROCESS COMPLEXITY: 🔷🔷
# TIMING: ~7-10 days
# METHOD: Letter of Instruction/Email

1. Get ready: You will need your WB account #, your SSN, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. They don't have a form but based on what other brokers are asking, you want to anticipate and provide all the details. Send an email with the following details asking for an outbound - DRS Transfer. I've made a blank template you can use here you can use as an attachment. Send as an attachment. They should have a secured message centre. Make sure you follow up with them.

^{UPDATED 8 MAR}
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2.12 Wells Fargo

# NOTE: You don't need to open a CS account, WF will take care of it
# FEES: $0
# PROCESS COMPLEXITY: 🔷🔷
# TIMING: ~3-4 days
# METHOD: Form/Secure Email

1. Get ready: You will need your WB account #, your SSN, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Download and fill the Letter of Authorization form from their site.
3. Log to the brokerage account and click on the mail icon to the right of your screen >> Send Documents through secure mail >> Attach the LoI (paperclip icon) >> Send >> Folders

^{UPDATED 8 MAR}
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3. Wot now?

https://preview.redd.it/9hy8j64xh1m81.png?width=507&format=png&auto=webp&s=c6e8f242acb796a7dd6ea028821f92e801ed8247

3.1 "So what is happening after my broker has completed its part?"

• Your ticket will be allocated to your broker. In my case, it took 3 days
• They will start the process. In my case, it took another 1-2 days.
• When your broker has confirmed it's done, you will not hear from CS to confirm it's completed. Contact CS ~48-72h later on (800) 522-6645 for US/Canada and 1 800-3823-3823 for international to make sure all is fine. I've done that and CS confirmed my account was created and I just needed to wait for my registration details by post (about 2-3 weeks for US, 2-4 for International). You gotta be patient unless you ain't (see below if that's the case)
• You will receive your transfer confirmation a few weeks later. You can then set up your account. You'll need to set up your account with personal details, 3 security questions and a password. You'll then get a verification link to your email. Your login for CS is totally unrelated to your broker's login.
• Once that's done, CS will ask for a special token code (kinda 2FA)...and that code is sent by snail mail. You can call CS right away and request an express package. Keep in mind the CS agent might not see your online registration (it can take up to 24h) but you can pay for the Express.

INTERNATIONAL APES: you'll need to fill a W8-BEN form. This can be done online when you are logged into your CS account. No rush.
^{UPDATED 8 MAR}

3.2 "So yeah, I'm not patient, what do I do?"

Self-Serve Method (didn't work for me)

1. Login to CS website and try registering online (2) (you need to overwrite the default country redirect (1).
2. Register with your SSN, your ZIP code, etc. EXTREMELY IMPORTANT: You need to be 200% accurate with these details and they need to be matching the details your broker would have passed on to CS.

https://preview.redd.it/skqypyx2i1m81.png?width=1141&format=png&auto=webp&s=c046c47c16d84901381f891708e7856d52580702
https://preview.redd.it/1avkufl3i1m81.png?width=818&format=png&auto=webp&s=5df8ded817fd022ea96b155579d8348cda9a7527
Call Centre Method & Express post Method

1. Call the CS US number on (800) 522-6645 for US/Canada and 1 800-3823-3823 for international
2. Make it clear you just transferred shares, do not have a registration yet, and don't want to wait for a regular post. You'd like Express Post ($35 for US / $45 for international).
3. Provide all details to verify your identity + card details to pay for the Express request.
4. Getting a tracking number should take 24-48h so you can call back and ask for it.

NOTE: You can also request Express to receive the 2FA special code by post. Just call them right after you have initiated the verification process.
^{UPDATED 8 MAR}
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https://preview.redd.it/81rezmp4i1m81.png?width=659&format=png&auto=webp&s=1ef08723ba892e40ae84776449a0514028d7d47b

With the AMA and the increased awareness from Jon Stewart and Dave Lauer, I'm reposting this to allow fellow apes to transfer shares easily.
TL;DR A step-by-step guide to directly register your shares (DRS) from your existing brokers to Computershare (CS). This guide covers most of the large US Brokers: Fidelity, TD Ameritrade, Ally Invest, Chase / JP Morgan, E*Trade, Merril Edge, Schwab, Vanguard, Webull, Wells Fargo
Thread last updated Mar 8
------------------

Table of contents, Disclaimer & position statement

• Intro
• Chapter 1 - Things to know before transferring
• Chapter 2 – How-to aka “I go to Computershare”
• Chapter 3 – Wot now?

I am simply collecting and updating with the most accurate information available. If you need or want to share details that would make the guide better, just DM.
I eat crayons for breakfast, throw shit on the walls at night so this is NOT financial advice. This is simply a gathering of information publicly available.
At the time of writing, I currently own xxx GME shares of which the vast majority is with Computershare and some across a few brokers (IBKR, Commsec, Saxo, HSBC Canada). I also have stakes in LRC (Loopring), IMX (Immutable X) and other cryptos. I also have 1 option GME MAR 18 '22 155 Call C205.
^{UPDATED 8 MAR}
------------------

Intro - We can DRS for longer than they can stay solvent

From the first mention of DRS by Dr T (feels like decades ago) to where retail investors stand today, some serious wrinkles have been formed in the last few months. This post is not here to debate DRS vs Options vs brokers. My personal opinion is that DRS is the way, brokers are fucked and options can be effective if you know what you are doing (personally, I don't).
This thread is an updated/upgraded/resurfacing of my original series. It provides a step-by-step guide to transfer your shares to actually become YOUR SHARES (bye DTCC).
​
In this Guide Part 1, I’ll provide instructions to transfer from the following brokers

• Fidelity 🇺🇲
• TD Ameritrade 🇺🇲
• Ally Invest 🇺🇲
• Chase / JP Morgan 🇺🇲
• E*Trade 🇺🇲
• Merril Edge 🇺🇲
• Schwab 🇺🇲
• Vanguard 🇺🇲
• Webull 🇺🇲
• Wells Fargo 🇺🇲

Part 2: BMO, Disnat, Questrade, RBC, Scotia iTrade, Sofi, Tastyworks, TD CanadaTrust, TIAA, WealthSimple

^{UPDATED 8 MAR}
------------------

Chapter 1 – Things you should know

1.1 What DRS? Why DRS?

What DRS?
To oversimplify, DRS stands for Direct Registration System. In other words, when you DRS you share, you directly register the shares in YOUR NAME. Essentially, you have 2 ways to proceed with a DRS of shares.

1. You can transfer the shares held on your broker accounts to Computershare, the official transfer agent and registrar for Gamestop.
2. You can buy shares on your Computershare account. Please note this guide does not cover this method.

​
Who is Computershare (CS)? Can we trust them?

CS is an Australian based transfer company with offices in 20 countries. They are over 40 years old and are the official transfer agent for not only GameStop but large corporations such as McDonalds, Johnson & Johnson, Coca Cola and AT&T. Even though they offer some broker-like services it is important to note they are NOT A BROKER. They do however have 12,000 employees dedicated solely to keeping accurate records for their 75 million customers. (Source: u/Doom_Douche)

​
Why DRS?

1. Shares in YOUR NAME: With DRS, you get a "Direct" Registration — The security is registered in your name on the issuer's books, and either the company or its transfer agent holds the security for you in book-entry form. On the other hand, with brokers, shares will always be registered under "Street Name" Registration — The security is registered in the name of your brokerage firm on the issuer's books, and your brokerage firm holds the security for you in "book-entry" form.
2. YOUR SHARES cannot be lent. Nuf' said.

^{UPDATED 8 MAR}
------------------

1.2 Can’t find your broker in the list above?

Ok, let's get started with the transfer method. This sexy ape called u/Bibic-Jr is keeping a good log of all brokers. It's worth checking if you can't find your broker in this series. If you have intel on brokers not listed here, happy to add, just DM and we'll chat.
^{UPDATED 8 MAR}
------------------

1.3 Note about slow DRS transfers from some brokers

This is not financial advice but if I were in the US and my broker mentioned DRS taking more than a week, I would transfer out to another broker like Fidelity and DRS from there.
Keep the following info in mind: as per FINRA Rule 11870, your broker has 3 days to proceed with a non-DRS transfer to another broker. If this takes longer, flex up and ask to speak with their compliance department and threat to fill a complaint with FINRA.
^{UPDATED 8 MAR}
------------------

1.4 FAQs

Before the transfer

I want to open a CS account directly, is it possible?

If you are in the US, you can follow the kick-ass guide from u/BananyaBangarang. Unfortunately, for international apes, it is not possible to open an account with CS directly for Gamestop shares.
​

Can I transfer my shares held in IRA?

You can. I'm still studying the topic so can't talk much about it.
​

I live overseas, can I transfer my shares as well?

You absolutely can but you gotta check with your brokers. Some brokers are seriously fukc'd.
​

I live overseas, can I transfer my shares held in TFSAs (Canada) or account with tax benefits?

You absolutely can but there will be tax implications. I can't discuss this in detail but it's essentially the same as selling your positions on that account and repurchasing in Computershare (in other words, you won't get the tax benefits).
​

What happens if MOASS starts while the shares are being transferred?

You have to be clear about your investment strategy. If you are not planning on selling these, why do you care if they are in transit? MOASS could/would take weeks anyway so from my POV, it's a plus. I wouldn't be tempted to sell.
​

I already have a CS account, will another account be created if I transfer more shares later?

That question has been floating around lately. If you start subsequent DRS transfer and want these shares to go to your existing CS account, quote your CS account number to your broker. Just make sure the name on the account match.
​
During the transfer

How long does it take for my shares to be transferred?

There are 2 parts to the DRS process:

1. The process with your broker (ie: how long it takes for them to initiate the DRS transfer). This is outlined for each broker below but it shouldn't take more than a week (IMO) and;
2. The process with CS (ie: create your account, register your account). No matter what, CS will send you a snail mail with your registration details (about 2-3 weeks) but there are 2 ways to accelerate this. See the bottom of this post for more on this.

​
After the transfer

What happens once the transfer has gone through with my broker?

See the bottom of this post for more on this.
​

I still would like to know if I can sell with CS and what's the max?

CS has a $9.99m/transaction cap via the web and a limit sell of ~$214k per share. Anything above this will require written notice.
​

What happens to my shares once they are 'transferred' to CS?

Well, it's a bit weird. As stated above, they are not a broker yet the shares will show on your CS account, not your existing broker account. To cite u/Criand, you are not "transferring" shares. You are transferring certificate ownership on GameStop's shareholder books.
^{UPDATED 8 MAR}
------------------

Chapter 2 – How-to aka “I go to Computershare”

https://preview.redd.it/d4ckbf1jf1m81.png?width=888&format=png&auto=webp&s=174414d8f0bee783753937e8d3879a5eaec8cbf0

2.1 Be Kind / Be Confident (you might have to call)

Be patient and be kind with the customer service reps on both the broker side and CS side. If you get a good experience with one of them, take another 5 min after you are done to write a referral or compliment, it goes a long way! I can be a dick myself when I get frustrated but honestly, being a dick never helps.
For some of us, I know it’s dreadful to talk to strangers over the phone. You have held through thick and thin all/most of 2021 and into 2022 so you are strong. You've got this! A phone call is easier than you think! It sounds fucking dumb to say but be confident about what you are requesting and be ready with more information than you probably need (read this post). For example, you might get push-back on the DRS transfer mentioning you need a CS account. This is incorrect. This is NOT a broker-to-broker transfer, this is a transfer to an official registrar, a transfer agent to get YOUR shares in YOUR name.
^{UPDATED 8 MAR}
------------------

2.2 Details you might need during the process

• Gamestop ticker and CUSIP: GME, 36467W109
• Computershare (CS) DTC number: #7807
• CS phone number: (800) 522-6645 for US/Canada and 1 800-3823-3823 for international
• CS address: Computershare Trust Company, N.A. / P.O. Box 505005 / Louisville, KY 40233-5005

​
A quick note about Transfer Lot Method
ELI5: You can choose which shares you want to transfer (the first ones you bought? The last ones? etc)
When transferring positions, your broker should be asking or giving you the choice on the tax method you'd like to use to transfer your positions. If not, there should be an option in the account management or you could check your statements and list to your brokers the shares you want to transfer.
Some of the common ones:

• Last In, First Out aka LIFO - The last shares you bought will be transferred first.
• First In, First Out aka FIFO - The first shares you bought will be transferred first.
• Highest Cost - The shares with the highest cost will be transferred first.

Do your DD. Here is something I found really quickly
^{UPDATED 8 MAR}
------------------

2.3 Fidelity

# NOTE: You don't need to open a CS account, Fidelity will take care of it.
# FEES: NONE
# PROCESS COMPLEXITY : 🔷(Phone) / 🔷(Chat function as of ~14 Feb) / 🔷🔷(Form/Secured online message)
# TIMING: ~3-5 days
# METHOD: Phone or Form/Secured online message

Phone

1. Call the following number 1-800-544-6666 and say it's for 'stock certificates'
2. You will need to provide verify your identity (including your Fidelity account #) and specify how many shares you want to transfer as well as the transfer method (see above)

Chat

1. Initiate a chat conversation and ask for a DRS transfer.
2. You will need to provide verify your identity (including your Fidelity account #) and specify how many shares you want to transfer as well as the transfer method (see above).

Form/Secured Email

1. Get ready: You will need your Fidelity account #, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above)
2. Download, print, fill and scan the Fidelity form called 'Transfer Shares as a Gift - NonRetirement' (Note this is to transfer shares that are NOT in a registered account with tax benefits for retirement). NOTE: You are basically gifting/transferring these shares to yourself.

https://preview.redd.it/pssn4y7mf1m81.png?width=891&format=png&auto=webp&s=307a0e92875a308152e4f8be3acbfbc774fa212f

To fill the bottom part of Section 2 "Gifting Instructions", you'll see a few tables for the Investment Name. If you bought all your shares all at once, you probably just need to fill one table. If you have bought all the dips Shitadel has given you, you might need to fill more than one table as follow:
This is an example!
Investment Name: GameStop Corp / CUSIP: 36467W109 / Shares: 5 / Lot Acquisition Size: 02/02/2021 / Lot Acquisition Cost: $3
Investment Name: GameStop Corp / CUSIP: 36467W109 / Shares: 10 / Lot Acquisition Size: 03/03/2021 / Lot Acquisition Cost: $15
etc.
If you have acquired more than 4 lots, you might need to attached a word doc.

^{UPDATED 8 MAR}
------------------

2.4 TD Ameritrade

# NOTE: You don't need to open a CS account, TDA will take care of it.
# NOTE: Review the Tax Method for transfer on Client Services >> My Profile >> General >> FIFO/LIFO (see above for more on that topic)
# FEES: NONE
# PROCESS COMPLEXITY : 🔷(Phone) / 🔷🔷(Form/Secured online message)
# TIMING: ~2-3 weeks
# METHOD: Phone or Chat or Form/Secured online message

Phone / Chat

1. Get ready: You will need your TDA account #, your SSN, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Chat Method - Start an 'Ask TED' chat and ask for an Outbound DRS Transfer or call 1-800-652-4584 and request to talk to someone for an Outbound DRS Transfer. When you go through 'Ask TED', the agent will fill out the form for you.

​
Form/Secured Email

1. Get ready: You will need your TDA account #, your SSN, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Download, print, fill and scan the form called 'Transfer Out - Direct Registration System and Certificate Request' // NOTE: You'll see a note on top of the form for a $500 fee. This is for the issuance of a Certificate, not a DRS transfer.

How to fill?

• Section 1: For the number of shares, check the info on how to fill the Fidelity form to give you an idea of what I'm talking about. For the Transfer Agent Account #, leave blank if you don't have a CS account yet.
• Section 2: This is basically YOU and YOUR details.
• Section 3: Leave this blank
• Section 4: Your address. This will be used to create your CS account

1. Once scanned, send it via the secure message center in the TDA interface (when logged in). Head to Secure Mail to return the form. You might want to follow up with them a day or so to make sure it's received and processed.

^{UPDATED 8 MAR}
------------------

2.5 Ally Invest

# NOTE: You don't need to open a CS account, Ally Invest will take care of it.
# IMPORTANT: You need sufficient funds on your account when starting this process.
# FEES: $115 (if rejected, it will be $125 rejection fee)
# PROCESS COMPLEXITY : 🔷🔷
# TIMING: ~30 days
# METHOD: Letter of Instruction/Email

1. Get ready: You will need your Ally account #, your SSN, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. You'll need to fill out a letter of instruction. You can find a template here. Download, print, fill, sign, scan and return. You can follow up with the chat function a few days later.

^{UPDATED 8 MAR}
------------------

2.6 Chase / JP Morgan

# NOTE: You don't need to open a CS account, JP Morgan will take care of it
# FEES: $75
# PROCESS COMPLEXITY: 🔷🔷
# TIMING: 2-4 days
# METHOD: Form/Secure Mail or Phone.

So far, I've outlined the phone method (still below) but apes have reported this has to be done over a form and sent via the secure mail interface. (Looking for confirmation from apes)
Phone Method

1. Get ready: You will need your account #, your SSN, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Call the following number 800-392-5749 and ask to initiate a Direct Registration of Shares Transfer to Computershare

​
Form Method

1. Get ready: You will need your account #, your SSN, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Download, print, fill, scan the form called Reregister Securities with Transfer agent**.** Just search for it on your fav search engine.

How to fill?

• Section 1: Computershare's details as per above (you don't need to fill the Government Securities section)
• Section 2: Security Description (FYI security = stock). Basically, what lot do you want to transfer (date purchased, price, Symbol & CUSIP as per above)
• Section 3: Payment Method (make sure you have the funds)
• Section 4: Signature

^{UPDATED 8 MAR}
------------------

2.7 E*Trade

# NOTE: You don't need to open a CS account, E*Trade will take care of it
# IMPORTANT: You need sufficient funds on your account when starting this process despite the fact that the transfer is free
# IMPORTANT 2: Using the phone method, you can transfer without the fund requirement.
# FEES: None but you will need $US500 on your account as a guarantee until E*Trade confirms that GME is an on-exchange security (NYSE) with a registrar.
# PROCESS COMPLEXITY: 🔷# TIMING: 5-10 days
# METHOD: Preferred method: Phone . You can also do Online form

Phone

1. Get ready: You will need your account #, your SSN, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Call 1-800-387-2331. Double-check that you won't need the $500 deposit.

​
Online Form

1. Get ready: You will need your account #, your SSN, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Access the online request form by going to etrade.com >> Accounts >> Documents >> Forms & Applications >> Deposits & Withdrawals section >> Request a Stock Certificate.
3. Select an account from the drop-down menu.
4. Check the box next to the security for which a certificate should be issued or a DRS transfer should be processed.
5. Indicate the number of shares for which certificates should be issued or a DRS transfer should be processed.
6. Click Preview to confirm the details of the request. Then Confirm to submit the request.

^{UPDATED 8 MAR}
------------------

2.8 Merril Edge

# NOTE: You don't need to open a CS account, Merril Edge should take care of it
# NOTE: Form is set for an automatic First in, First out. Make sure you understand if that works for you and call it out to them if not. You will need to send a letter of instruction (ie: "yo, change this to what i want!")
# FEES: $25
# PROCESS COMPLEXITY: 🔷
# TIMING: ~4 days
# METHOD: Online form

1. Get ready: You will need your account #, your SSN, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Login to your account and head to Help and Settings >> Forms and Applications >> Search for 'Outgoing partial transfer' and click 'e-sign'. You can also find the form online here but you'll then have to download, print, fill, scan and return. // NOTE: If you don't have a CS account, just write "To be created by Computershare" or "N/A"

^{UPDATED 8 MAR}
------------------

2.9 Schwab

# NOTE: You don't need to open a CS account, Schwab will take care of it
# FEES: NONE
# PROCESS COMPLEXITY: 🔷🔷
# TIMING: 3-5 days
# METHOD: Phone or Live Chat

1. Get ready: You will need your account #, your SSN, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Call them on 1-877-284-9830 (Asset Transfer Team) or 1-800-323-4332 (seems like Schwab is pushing back on that second #) and ask to talk to the Security Team. You can also use the Chat function. // NOTE: When calling the first #, say your Schwab Acc. #, then press 4 then 2.
3. Once you talk to someone (can take a while), be knowledgeable and ask for an Outbound DRS Transfer for some of your Gamestop shares to the official registrar (Computershare). At that point, they should be able to pull the right form and help you out. Rep will submit the request on your behalf.

^{UPDATED 8 MAR}
------------------

2.10 Vanguard

# NOTE: V will take care of opening CS account
# FEES: $0
# PROCESS COMPLEXITY: 🔷
# TIMING: ~5-7 days
# METHOD: Phone

1. Get ready: You will need your Vanguard account #, your SSN, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Call the Onboarding line on 1-855-730-0325 as they are more knowledgeable about DRS Transfer. Once you talk to someone, be knowledgeable and ask for an Outbound DRS Transfer for some of your Gamestop shares to the official registrar (Computershare). At that point, they should be able to pull the right form and help you out. Rep will submit the request/form to their "Outgoing Transfer Specialist"

^{UPDATED 8 MAR}
------------------

2.11 WeBull

# NOTE: You don't need to open a CS account, WB will take care of it
# IMPORTANT: You need sufficient funds on your account when starting this process.
# IMPORTANT 2: Double/Triple check your shares are not lent. If you think they aren't, just check again
# FEES: $115
# PROCESS COMPLEXITY: 🔷🔷
# TIMING: ~7-10 days
# METHOD: Letter of Instruction/Email

1. Get ready: You will need your WB account #, your SSN, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. They don't have a form but based on what other brokers are asking, you want to anticipate and provide all the details. Send an email with the following details asking for an outbound - DRS Transfer. I've made a blank template you can use here you can use as an attachment. Send as an attachment. They should have a secured message centre. Make sure you follow up with them.

^{UPDATED 8 MAR}
------------------

2.12 Wells Fargo

# NOTE: You don't need to open a CS account, WF will take care of it
# FEES: $0
# PROCESS COMPLEXITY: 🔷🔷
# TIMING: ~3-4 days
# METHOD: Form/Secure Email

1. Get ready: You will need your WB account #, your SSN, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Download and fill the Letter of Authorization form from their site.
3. Log to the brokerage account and click on the mail icon to the right of your screen >> Send Documents through secure mail >> Attach the LoI (paperclip icon) >> Send >> Folders

^{UPDATED 8 MAR}
------------------

3. Wot now?

https://preview.redd.it/on0hgqdrf1m81.png?width=507&format=png&auto=webp&s=6d2c2b4228255c1782267e2325e842f604a4d7a4

3.1 "So what is happening after my broker has completed its part?"

• Your ticket will be allocated to your broker. In my case, it took 3 days
• They will start the process. In my case, it took another 1-2 days.
• When your broker has confirmed it's done, you will not hear from CS to confirm it's completed. Contact CS ~48-72h later on (800) 522-6645 for US/Canada and 1 800-3823-3823 for international to make sure all is fine. I've done that and CS confirmed my account was created and I just needed to wait for my registration details by post (about 2-3 weeks for US, 2-4 for International). You gotta be patient unless you ain't (see below if that's the case)
• You will receive your transfer confirmation a few weeks later. You can then set up your account. You'll need to set up your account with personal details, 3 security questions and a password. You'll then get a verification link to your email. Your login for CS is totally unrelated to your broker's login.
• Once that's done, CS will ask for a special token code (kinda 2FA)...and that code is sent by snail mail. You can call CS right away and request an express package. Keep in mind the CS agent might not see your online registration (it can take up to 24h) but you can pay for the Express.

INTERNATIONAL APES: you'll need to fill a W8-BEN form. This can be done online when you are logged into your CS account. No rush.
​

3.2 "So yeah, I'm not patient, what do I do?"

Self-Serve Method (didn't work for me)

1. Login to CS website and try registering online (2) (you need to overwrite the default country redirect (1).
2. Register with your SSN, your ZIP code, etc. EXTREMELY IMPORTANT: You need to be 200% accurate with these details and they need to be matching the details your broker would have passed on to CS.

https://preview.redd.it/6yqd9u9wf1m81.png?width=1141&format=png&auto=webp&s=ae52133c4474ccb159146a61d086e1af87a995f5
https://preview.redd.it/c3hebdxwf1m81.png?width=818&format=png&auto=webp&s=786e204d7538c63ab87754a42b9be38f97ac41ff
Call Centre Method & Express post Method

1. Call CS on (800) 522-6645 for US/Canada and 1 800-3823-3823 for international
2. Make it clear you just transferred shares, do not have a registration yet, and don't want to wait for a regular post. You'd like Express Post ($35 for US / $45 for international).
3. Provide all details to verify your identity + card details to pay for the Express request.
4. Getting a tracking number should take 24-48h so you can call back and ask for it.

NOTE: You can also request Express to receive the 2FA special code by post. Just call them right after you have initiated the verification process.
------------------
https://preview.redd.it/se22r3xxf1m81.png?width=659&format=png&auto=webp&s=4c66991bcd4eaa63339992a5b9a90bccd847ad82

We need to bring this guide on top of every sub! This is PART 2 of a step-by-step guide to DRS your shares!
TL;DR A step-by-step guide to directly register your shares (DRS) from your existing brokers to Computershare (CS). This guide covers most Canadian Brokers as well as some US brokers: BMO, Disnat, Questrade, RBC Direct Invest, Scotia iTrade, Sofi, Tastyworks, TD CanadaTrust, TIAA, WealthSimple
Thread updated Jul 28
------------------
Table of contents, Disclaimer & position statement

• Intro
• Chapter 1 - Things to know before transferring
• Chapter 2 – How-to aka “I go to Computershare”
• Chapter 3 – Wot now?

I am simply collecting and updating with the most accurate information available. If you need or want to share details that would make the guide better, just DM.
I eat crayons for breakfast, and throw shit on the walls so this is NOT financial advice.
At the time of writing, I currently own 2,512 GME of which the vast majority is with Computershare, and some are still across a few brokers (IBKR, Commsec, Saxo, HSBC Canada). I also have stakes in LRC (Loopring), IMX (Immutable X), and other cryptos.
Section updated Jul 28
------------------

Intro - We can DRS for longer than they can stay solvent

This thread is an updated/upgraded/resurfacing of my original series. It provides a step-by-step guide to transfer your shares to actually become YOUR SHARES (bye DTCC).
In this Guide Part 2, I’ll provide instructions to transfer from the following brokers

• BMO 🇨🇦
• Disnat 🇨🇦
• Questrade 🇨🇦
• RBC Direct Invest 🇨🇦
• Scotia iTrade 🇨🇦
• Sofi 🇺🇲
• Tastyworks 🇺🇲
• TD CanadaTrust 🇨🇦
• TIAA 🇺🇲
• WealthSimple 🇨🇦

Part 1: Fidelity, TD Ameritrade, Ally Invest, Chase/JP Morgan, E*Trade, Merril Edge, Schwab, Vanguard, WeBull, Wells Fargo

Section updated Jul 28
------------------

Chapter 1 – Things you should know

1.1 Can’t find your broker in my posts?

I highly recommend checking DRSGME.ORG for smaller brokers. I'm only covering the key ones that would bring the most volume transferred to CS.
Section updated Jul 28
------------------

1.2 Note about slow DRS transfers from some brokers

This is not financial advice but if I were in the US and my broker mentioned DRS taking more than a week, I would transfer out to another broker then DRS from there.
Keep the following info in mind: as per FINRA Rule 11870, your broker has 3 days to proceed with a non-DRS transfer to another broker. If this takes longer, flex up and ask to speak with their compliance department and threat to fill a complaint with FINRA.
Section updated Jul 28
------------------

Chapter 2 – How-to aka “I go to Computershare”

https://preview.redd.it/v4d3jsyhz2i81.png?width=888&format=png&auto=webp&s=c37851a472b6bde1d5796ec652ebeef0ff49e45a

2.1 Be Kind / Be Confident (you might have to call)

Be patient and be kind to the customer service reps on both the broker side and CS side. If you get a good experience with one of them, take another 5 min after you are done to write a referral or compliment, it goes a long way! I can be a dick myself when I get frustrated but honestly, being a dick never helps.
For some of us, I know it’s dreadful to talk to strangers over the phone. You have held through thick and thin all/most of 2021 and 2022 so you are strong. You've got this! A phone call is easier than you think! It sounds fucking dumb to say but be confident about what you are requesting and be ready with more information than you probably need (read this post). For example, you might get push-back on the DRS transfer mentioning you need a CS account. This is incorrect. This is NOT a broker-to-broker transfer, this is a transfer to an official registrar, a transfer agent to get YOUR shares in YOUR name.
Section updated Jul 28
------------------
2.2 Details you might need during the process

• Gamestop ticker and CUSIP: GME, 36467W109
• Computershare (CS) DTC number: #7807
• CS phone number: (800) 522-6645 for US/Canada and 1 800-3823-3823 for international
• CS address: Computershare Trust Company, N.A. / P.O. Box 505005 / Louisville, KY 40233-5005

​
A quick note about Transfer Lot Method
ELI5: You can choose which shares you want to transfer (the first ones you bought? The last ones? etc)
When transferring positions, your broker should be asking or giving you the choice on the tax method you'd like to use to transfer your positions. If not, there should be an option in the account management or you could check your statements and list to your brokers the shares you want to transfer.
Some of the common ones:

• Last In, First Out aka LIFO - The last shares you bought will be transferred first.
• First In, First Out aka FIFO - The first shares you bought will be transferred first.
• Highest Cost - The shares with the highest cost will be transferred first.

Do your DD. Here is something I found really quickly
Section updated Jul 28
​
For Canadian Apes
On tax: If you want to DRS shares from a TSFA, your broker may ask you to move them to your cash account first. Either way, you will have to remove the tax-advantaged status from those shares.
On process: u/PM_Your_Green_Buds has written a post for Canadians (with WS and other brokers) about delays. Check it out and don't hesitate to drop names like IIROC (as they regulate WS). You can also mention the Ombudsman for Banking Services & Investments (OBSI), The CSA and even threaten to file a financial institution complaint at a federal level.
------------------

2.2 BMO

# NOTE: BMO will take care of opening CS account
# FEES: $0
# PROCESS COMPLEXITY: 🔷
# TIMING: ~3-10 days
# METHOD: Phone

1. Get ready: You will need your account #, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Call 1-888-776-6886 and ask to talk to someone for a transfer. Specifically, an Outbound DRS Transfer for some of your Gamestop shares to the official registrar (Computershare).
3. Rep will submit the request/form

Section updated Jul 28
------------------

2.3 Disnat

# NOTE: DN will create the CS acc. for you (Oct 8: u/Existing_Hope_477 has reported DN's pushback on this point. IMO, I would continue to push back. Send me a DM to discuss)
# IMPORTANT: You need to have the $50 available on your account
# FEES: $150
# COMPLEXITY: 🔷
# TIMING: ~3 weeks
# METHOD: Phone

1. Get ready: You will need your account #, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Call Disnat Customer Services on 1-866-873-7103. Ask to direct register your shares (en français, faites une demande de 'certificat d'immatriculation'). A rep will walk you through the process.

Section updated Jul 28
------------------

2.4 Questrade

# NOTE: QT will create the CS acc. for you
# IMPORTANT: You need sufficient funds on your account when starting this process.
# FEES: $300 + ~$40
# COMPLEXITY: 🔷
# TIMING: ~10-15 days
# METHOD: Form/Email

1. Get ready: You will need your account #, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Fill a letter of instruction. You can find a template here. Download, print, fill, scan, return. The subject line should be something like "OUT TRANSFER DRS".

Section updated Jul 28
------------------

2.5 RBC Direct Investing

# NOTE: RBC will create the CS acc. for you
# IMPORTANT: You need sufficient funds on your account when starting this process.
# FEES: $50
# COMPLEXITY: 🔷
# TIMING: ~2-4 weeks
# METHOD: Phone

1. Get ready: You will need your account #, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Call RBC customer services at 1 800 769 2560. Explain that you'd like to request an Outbound DTC Transfer. The agent will help you fill out a form (they'll fill it out for you). Once it's done, you'll receive a copy of the form.

Section updated Jul 28
------------------

2.6 Scotia iTrade

# NOTE: SiT will create the CS acc. for you
# FEES: $100
# IMPORTANT: SiT will create the CS acc. for you
# COMPLEXITY: 🔷
# TIMING: ~2-3 weeks
# METHOD: Phone

1. Get ready: You will need your account #, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Call customer service at 1 888-872-3388. Through the prompts, select 'Others' to speak to someone. Explain that you'd like to request an Outbound DTC Transfer. The agent will help you with the process.

Section updated Jul 28
------------------

2.7 SoFi

# NOTE: You don't need to open a CS account, SoFi will take care of it.
# IMPORTANT: You need sufficient funds on your account when starting this process.
# FEES: $115
# PROCESS COMPLEXITY: 🔷🔷
# TIMING: Unknown
# METHOD: Letter of Instruction/Email

1. Get ready: You will need your account #, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. You'll need to fill out a letter of instruction. You can find a template here. Download, print, fill, sign, scan and return. You can login and send them a Letter of Instruction through their Contact Us page.

Section updated Jul 28
------------------

2.8 Tastyworks

# NOTE: You don't need to open a CS account, TW will take care of it.
# IMPORTANT: You need sufficient funds on your account when starting this process.
# FEES: $115 ($125 if rejected by CS)
# PROCESS COMPLEXITY: 🔷🔷
# TIMING: ~4-5 days
# METHOD: Chat / Form / Letter of Instruction

1. Get ready: You will need your account #, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Contact the Live Chat Support and ask for an Outbound DRS Transfer of Shares. Tell them they should be used the form called 'Free Delivery' (yes, you still have to pay $115).

IMPORTANT: You will also need to provide a Letter of Instruction You can find a template here. Download, print, fill, scan and return. If using the Letter of Instruction (which you will need), email this to support**@**tastyworks.com
Section updated Jul 28
------------------

2.9 TD CanadaTrust

# NOTE: TDC will create the CS acc. for you
# IMPORTANT: You need sufficient funds on your account when starting this process.
# FEES: $US80 + Applicable taxes
# COMPLEXITY: 🔷
# TIMING: ~10-20 days
# METHOD: Phone

1. Get ready: You will need your account #, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Call 1-800-465-5463 (English) or 1-800-361-2684 (Français) and request an Outbound DRS Transfer. The agent will assist you.

Section updated Jul 28
------------------

2.11 TIAA

# NOTE: You don't need to open a CS account, TIAA will take care of it
# FEES: $30
# PROCESS COMPLEXITY: 🔷🔷
# TIMING: ~3 days
# METHOD: Letter of Instruction/Email

1. Get ready: You will need your account #, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. You'll need to fill out a letter of instruction. You can find a template here. Download, print, fill, sign, scan and return.
3. Login to TIAA. Click on the “Profile” button at the top right. From the pop-up menu, select “Shared Files”.
4. On the next page, there will be a blue “Upload Files” button. Click on that and select your signed Letter of Instruction.
5. For the subject line write “Outbound DRS Transfer request”. In the message write something like “I want an outbound DRS transfer of my GME shares to Computershare, please see the attached Letter Of Instruction for more information”.

Section updated Jul 28
------------------

2.12 WealthSimple

# NOTE: You don't need to open a CS account, WS will take care of it
# IMPORTANT: You need sufficient funds on your account when starting this process.
# IMPORTANT 2: If you are on a TFSA or RRSP account, DRS might not be the right thing to do as it has fiscal implications. Essentially, they will need to liquidate your positions for the transfer.
# FEES: $300
# PROCESS COMPLEXITY: 🔷🔷
# TIMING: ~3-4 weeks
# METHOD: Chat

1. Get ready: You will need your account #, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Seems super simple. Just initiate a chat

Section updated Jul 28
------------------

3. Wot Now?

https://preview.redd.it/0zwgr6eoz2i81.png?width=507&format=png&auto=webp&s=8f210b205d7b223cc77235304c991a363c71173c
3.1 "So what is happening after my broker has completed its part?"

• Your ticket will be allocated to your broker. In my case, it took 3 days
• They will start the process. In my case, it took another 1-2 days.
• When your broker has confirmed it's done, you will not hear from CS to confirm it's completed. Contact CS ~48-72h later on (800) 522-6645 for US/Canada and 1 800-3823-3823 for international to make sure all is fine. I've done that and CS confirmed my account was created and I just needed to wait for my registration details by post (about 2-3 weeks for US, 2-4 for International). You gotta be patient unless you ain't (see below if that's the case)
• You will receive your transfer confirmation a few weeks later. You can then set up your account. You'll need to set up your account with personal details, 3 security questions and a password. You'll then get a verification link to your email. Your login for CS is totally unrelated to your broker's login.
• Once that's done, CS will ask for a special token code (kinda 2FA)...and that code is sent by snail mail. You can call CS right away and request an express package. Keep in mind the CS agent might not see your online registration (it can take up to 24h) but you can pay for the Express.

INTERNATIONAL APES: you'll need to fill a W8-BEN form. This can be done online when you are logged into your CS account. No rush to send this by snail mail
Section updated Jul 28
------------------

3.2 "So yeah, I'm not patient, what do I do?"

Self-Serve Method (didn't work for me)

1. Login to CS website and try registering online (2) (you need to overwrite the default country redirect (1).
2. Register with your SSN, your ZIP code, etc. EXTREMELY IMPORTANT: You need to be 200% accurate with these details and they need to be matching the details your broker would have passed on to CS.

https://preview.redd.it/j86lwjipz2i81.png?width=1141&format=png&auto=webp&s=a476f8f22bcd55d84e3de8b431e73a0cbac9906e
https://preview.redd.it/soxdytaqz2i81.png?width=818&format=png&auto=webp&s=1f4f1280d8f9fb24730940a6114d16e84bd36e75
Call Centre Method & Express post Method

1. Call the CS US number on (800) 522-6645 for US/Canada and 1 800-3823-3823 for international
2. Make it clear you just transferred shares, do not have a registration yet, and don't want to wait for a regular post. You'd like Express Post ($35 for US / $45 for international).
3. Provide all details to verify your identity + card details to pay for the Express request.
4. Getting a tracking number should take 24-48h so you can call back and ask for it.

NOTE: You can also request Express to receive the 2FA special code by post. Just call them right after you have initiated the verification process.
^{UPDATED 8 MAR with CS NUMBERS}
------------------
https://preview.redd.it/c338lmssz2i81.png?width=659&format=png&auto=webp&s=6a40799a3d5dde349b062f91c9d2da34358ddb63

TL;DR A step-by-step guide to directly register your shares (DRS) from your existing brokers to Computershare (CS). This guide covers most of the large US Brokers: Fidelity, TD Ameritrade, Ally Invest, Chase / JP Morgan, E*Trade, Merril Edge, Schwab, Vanguard, Webull, Wells Fargo
Thread updated Jul 28
------------------

Table of contents, Disclaimer & position statement

• Intro
• Chapter 1 - Things to know before transferring
• Chapter 2 – How-to aka “I go to Computershare”
• Chapter 3 – Wot now?

I am simply collecting and updating with the most accurate information available. If you need or want to share details that would make the guide better, just DM.
I eat crayons for breakfast, and throw shit on the walls so this is NOT financial advice.
At the time of writing, I currently own 2,512 GME of which the vast majority is with Computershare, and some are still across a few brokers (IBKR, Commsec, Saxo, HSBC Canada). I also have stakes in LRC (Loopring), IMX (Immutable X), and other cryptos.
Section updated Jul 28
------------------

Intro - We can DRS for longer than they can stay solvent

This thread is an updated/upgraded/resurfacing of my original series. It provides a step-by-step guide to transfer your shares to actually become YOUR SHARES (bye DTCC).
In this Guide Part 1, I’ll provide instructions to transfer from the following brokers

• Fidelity 🇺🇲
• TD Ameritrade 🇺🇲
• Ally Invest 🇺🇲
• Chase / JP Morgan 🇺🇲
• E*Trade 🇺🇲
• Merril Edge 🇺🇲
• Schwab 🇺🇲
• Vanguard 🇺🇲
• Webull 🇺🇲
• Wells Fargo 🇺🇲

PART 2: BMO, Disnat, Questrade, RBC, Scotia iTrade, Sofi, Tastyworks, TD CanadaTrust, TIAA, WealthSimple

PART 3.1 EURO SPECIAL: Degiro, eToro, Interactive Brokers IBKR, Revolut

PART 3.2 GERMAN DEUTSCHLAND EDITION: IBKR, Baader Bank, Comdirect, Commerzbank, Consorbank, DKB, Flatex, Lynx

Section updated Jul 28
------------------

Chapter 1 – Things you should know

1.1 Can’t find your broker in my posts?

We all know the drama in the last few weeks with one user getting banned. The website he and some apes put together has some good info for all brokers and I highly recommend checking it out.
Section updated Jul 28
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1.2 Note about slow DRS transfers from some brokers

This is not financial advice but if I were in the US and my broker mentioned DRS taking more than a week, I would transfer out to another broker then DRS from there.
Keep the following info in mind: as per FINRA Rule 11870, your broker has 3 days to proceed with a non-DRS transfer to another broker. If this takes longer, flex up and ask to speak with their compliance department and threat to fill a complaint with FINRA.
Section updated Jul 28
------------------

Chapter 2 – How-to aka “I go to Computershare”

https://preview.redd.it/4vsvp95uy2i81.png?width=888&format=png&auto=webp&s=063643bf1523fac3298a0423004bd7b977662768

2.1 Be Kind / Be Confident (you might have to call)

Be patient and be kind to the customer service reps on both the broker side and CS side. If you get a good experience with one of them, take another 5 min after you are done to write a referral or compliment, it goes a long way! I can be a dick myself when I get frustrated but honestly, being a dick never helps.
For some of us, I know it’s dreadful to talk to strangers over the phone. You have held through thick and thin all/most of 2021 and 2022 so you are strong. You've got this! A phone call is easier than you think! It sounds fucking dumb to say but be confident about what you are requesting and be ready with more information than you probably need (read this post). For example, you might get push-back on the DRS transfer mentioning you need a CS account. This is incorrect. This is NOT a broker-to-broker transfer, this is a transfer to an official registrar, a transfer agent to get YOUR shares in YOUR name.
Section updated Jul 28
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2.2 Details you might need during the process

• Gamestop ticker and CUSIP: GME, 36467W109
• Computershare (CS) DTC number: #7807
• CS phone number: (800) 522-6645 for US/Canada and 1 800-3823-3823 for international
• CS address: Computershare Trust Company, N.A. / P.O. Box 505005 / Louisville, KY 40233-5005

​
A quick note about Transfer Lot Method
ELI5: You can choose which shares you want to transfer (the first ones you bought? The last ones? etc)
When transferring positions, your broker should be asking or giving you the choice on the tax method you'd like to use to transfer your positions. If not, there should be an option in the account management or you could check your statements and list to your brokers the shares you want to transfer.
Some of the common ones:

• Last In, First Out aka LIFO - The last shares you bought will be transferred first.
• First In, First Out aka FIFO - The first shares you bought will be transferred first.
• Highest Cost - The shares with the highest cost will be transferred first.

Do your DD. Here is something I found really quickly
Section updated Jul 28
------------------

2.3 Fidelity

# NOTE: You don't need to open a CS account, Fidelity will take care of it.
# FEES: NONE
# PROCESS COMPLEXITY : 🔷(Phone) / 🔷 (Chat) / 🔷🔷(Form/Secured online message)
# TIMING: ~4-6 days
# METHOD: Phone or Form/Secured online message

Phone

1. Call the following number 800-343-3548 and say it's for 'I want to DRS transfer my GME shares to Computershare'
2. You will need to provide verify your identity (including your Fidelity account #) and specify how many shares you want to transfer as well as the transfer method (see above)

Chat

1. Initiate a chat conversation and ask for a DRS transfer of GME shares to Computershare
2. You will need to provide verify your identity (including your Fidelity account #) and specify how many shares you want to transfer as well as the transfer method (see above).

Form/Secured Email

1. Get ready: You will need your Fidelity account #, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above)
2. Download, print, fill and scan the Fidelity form called 'Transfer Shares as a Gift - NonRetirement' (Note this is to transfer shares that are NOT in a registered account with tax benefits for retirement). NOTE: You are basically gifting/transferring these shares to yourself.

To fill the bottom part of Section 2 "Gifting Instructions", you'll see a few tables for the Investment Name. If you bought all your shares all at once, you probably just need to fill one table. If you have bought all the dips Shitadel has given you, you might need to fill more than one table as follow:
This is an example!
Investment Name: GameStop Corp / CUSIP: 36467W109 / Shares: 5 / Lot Acquisition Size: 02/02/2021 / Lot Acquisition Cost: $3
Investment Name: GameStop Corp / CUSIP: 36467W109 / Shares: 10 / Lot Acquisition Size: 03/03/2021 / Lot Acquisition Cost: $15
etc.
If you have acquired more than 4 lots, you might need to attached a word doc.

https://preview.redd.it/jxcge0eiy2i81.png?width=891&format=png&auto=webp&s=d11a9608bd0a350afbe7f1adece4f3fdc737bbd1
Section updated Jul 28
------------------

2.4 TD Ameritrade

# NOTE: You don't need to open a CS account, TDA will take care of it.
# NOTE: Review the Tax Method for transfer on Client Services >> My Profile >> General >> FIFO/LIFO (see above for more on that topic)
# FEES: NONE
# PROCESS COMPLEXITY : 🔷(Phone) / 🔷🔷(Form/Secured online message)
# TIMING: ~2-3 weeks
# METHOD: Phone or Chat or Form/Secured online message

Phone / Chat

1. Get ready: You will need your TDA account #, your SSN, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Chat Method - Start an 'Ask TED' chat and ask for an Outbound DRS Transfer or call 800-652-4584 and request to talk to someone for an Outbound DRS Transfer. When you go through 'Ask TED', the agent will fill out the form for you.

​
Form/Secured Email

1. Get ready: You will need your TDA account #, your SSN, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Download, print, fill and scan the form called 'Transfer Out - Direct Registration System and Certificate Request' // NOTE: You'll see a note on top of the form for a $500 fee. This is for the issuance of a Certificate, not a DRS transfer.

How to fill?

• Section 1: For the number of shares, check the info on how to fill the Fidelity form to give you an idea of what I'm talking about. For the Transfer Agent Account #, leave blank if you don't have a CS account yet.
• Section 2: This is basically YOU and YOUR details.
• Section 3: Leave this blank
• Section 4: Your address. This will be used to create your CS account

1. Once scanned, send it via the secure message center in the TDA interface (when logged in). Head to Secure Mail to return the form. You might want to follow up with them a day or so to make sure it's received and processed.

Section updated Jul 28
------------------

2.5 Ally Invest

# NOTE: You don't need to open a CS account, Ally Invest will take care of it.
# NOTE: As you can see, the fees are absurd. As an alternative, you could open an account with Fidelity and choose to fund your account with shares from Ally. Check the Ally section on the website I mentioned above for more details.
# IMPORTANT: You need sufficient funds on your account when starting this process.
# FEES: $115 (if rejected, it will be $125 rejection fee)
# PROCESS COMPLEXITY : 🔷🔷
# TIMING: ~2 weeks
# METHOD: Letter of Instruction/Email

1. Get ready: You will need your Ally account #, your SSN, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. You'll need to fill out a letter of instruction. You can find a template here.
3. With the letter complete, you can send it to Ally via fax, mail or Document Upload online.

• Fax: 866-699-0563
• Mail: Ally Invest, PO Box 30248, Charlotte, NC, 28230
• Document Upload: Log in to your Ally account online and access the Document Upload service from there.

You can follow up with the chat function a few days later.
Section updated Jul 28
------------------

2.6 Chase / JP Morgan

# NOTE: You don't need to open a CS account, JP Morgan will take care of it
# FEES: $75 but could be free
# PROCESS COMPLEXITY: 🔷🔷
# TIMING: 2-5 days
# METHOD: Form/Secure Mail or Phone.

Phone Method

1. Get ready: You will need your account #, your SSN, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Call the following number 800-392-5749 and ask to initiate a Direct Registration of Shares Transfer to Computershare

​
Form Method

1. Get ready: You will need your account #, your SSN, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Download, print, fill, scan the form and return it via the secured mail feature when logged in

How to fill?

• Section 1: Computershare's details as per above (you don't need to fill the Government Securities section)
• Section 2: Security Description (FYI security = stock). Basically, what lot do you want to transfer (date purchased, price, Symbol & CUSIP as per above)
• Section 3: Payment Method (make sure you have the funds)
• Section 4: Signature

Section updated Jul 28
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2.7 E*Trade

# NOTE: You don't need to open a CS account, E*Trade will take care of it
# IMPORTANT: You need sufficient funds on your account when starting this process despite the fact that the transfer is free
# IMPORTANT 2: Using the phone method, you can transfer without the fund requirement.
# FEES: None but you will need $US500 on your account as a guarantee until E*Trade confirms that GME is an on-exchange security (NYSE) with a registrar.
# PROCESS COMPLEXITY: 🔷
# TIMING: 5 days
# METHOD: Preferred method: Phone . You can also do Online form

Phone

1. Get ready: You will need your account #, your SSN, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Call 1-800-387-2331. Double-check that you won't need the $500 deposit.

​
Online Form

1. Get ready: You will need your account #, your SSN, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Access the online request form by going to etrade.com >> Accounts >> Documents >> Forms & Applications >> Deposits & Withdrawals section >> Request a Stock Certificate.
3. Select an account from the drop-down menu.
4. Check the box next to the security for which a certificate should be issued or a DRS transfer should be processed.
5. Indicate the number of shares for which certificates should be issued or a DRS transfer should be processed.
6. Click Preview to confirm the details of the request. Then Confirm to submit the request.

Section updated Jul 28
------------------

2.8 Merril Edge

# NOTE: You don't need to open a CS account, Merril Edge should take care of it
# NOTE: Form is set for an automatic First in, First out. Make sure you understand if that works for you and call it out to them if not. You will need to send a letter of instruction (ie: "yo, change this to what i want!")
# FEES: $25
# PROCESS COMPLEXITY: 🔷
# TIMING: ~4 days
# METHOD: Online form

1. Get ready: You will need your account #, your SSN, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Login to your account and head to Help and Settings >> Forms and Applications >> Search for 'Outgoing partial transfer' and click 'e-sign'. You can also find the form online here but you'll then have to download, print, fill, scan and return. // NOTE: If you don't have a CS account, just write "To be created by Computershare" or "N/A"

Section updated Jul 28
------------------

2.9 Charles Schwab

# NOTE: You don't need to open a CS account, Schwab will take care of it
# FEES: NONE
# PROCESS COMPLEXITY: 🔷🔷
# TIMING: 3-5 days
# METHOD: Phone or Live Chat

1. Get ready: You will need your account #, your SSN, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Call them on 1-877-284-9830 (Asset Transfer Team) or 1-800-323-4332 (seems like Schwab is pushing back on that second #) and ask to talk to the Security Team. You can also use the Chat function. // NOTE: When calling the first #, say your Schwab Acc. #, then press 4 then 2.
3. Once you talk to someone (can take a while), be knowledgeable and ask for an Outbound DRS Transfer for some of your Gamestop shares to the official registrar (Computershare). At that point, they should be able to pull the right form and help you out. Rep will submit the request on your behalf.

Section updated Jul 28
------------------

2.10 Vanguard

# NOTE: V will take care of opening CS account
# FEES: $0
# PROCESS COMPLEXITY: 🔷
# TIMING: ~3-7 days
# METHOD: Phone

1. Get ready: You will need your Vanguard account #, your SSN, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Call the Onboarding line on 1-855-730-0325 as they are more knowledgeable about DRS Transfer. Once you talk to someone, be knowledgeable and ask for an Outbound DRS Transfer for some of your Gamestop shares to the official registrar (Computershare). At that point, they should be able to pull the right form and help you out. Rep will submit the request/form to their "Outgoing Transfer Specialist"

Section updated Jul 28
------------------

2.11 WeBull

# NOTE: You don't need to open a CS account, WB will take care of it
# IMPORTANT: You need sufficient funds on your account when starting this process.
# IMPORTANT 2: Double/Triple check your shares are not lent. If you think they aren't, just check again
# FEES: $115
# PROCESS COMPLEXITY: 🔷🔷
# TIMING: ~7 days
# METHOD: Phone / Letter of Instruction & Email

Phone Method

1. Call Webull on +1 (888) 828-0618
2. When you call them say: “I want to DRS transfer my GME shares to Computershare”.

​
Email / Letter of Instruction

1. Email them at [[email protected]](mailto:[email protected]). (remove the XXXX)
2. Get ready: You will need your WB account #, your SSN, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
3. They don't have a form but based on what other brokers are asking, you want to anticipate and provide all the details. Send an email with the following details asking for an outbound - DRS Transfer. I've made a blank template you can use here you can use as an attachment. Send as an attachment. They should have a secured message centre. Make sure you follow up with them.

Section updated Jul 28
------------------

2.12 Wells Fargo

# NOTE: You don't need to open a CS account, WF will take care of it
# FEES: $0
# PROCESS COMPLEXITY: 🔷🔷
# TIMING: ~3-4 days
# METHOD: Form/Secure Email

1. Get ready: You will need your WB account #, your SSN, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Download and fill the Letter of Authorization form from their site.
3. Log to the brokerage account and click on the mail icon to the right of your screen >> Send Documents through secure mail >> Attach the LoI (paperclip icon) >> Send >> Folders

Section updated Jul 28
------------------

3. Wot now?

https://preview.redd.it/udn6qorfy2i81.png?width=507&format=png&auto=webp&s=5979b29a9b4f0a39e80d79abebc7a65a9ba95112

3.1 "So what is happening after my broker has completed its part?"

• Your ticket will be allocated to your broker. In my case, it took 3 days
• They will start the process. In my case, it took another 1-2 days.
• When your broker has confirmed it's done, you will not hear from CS to confirm it's completed. Contact CS ~48-72h later on (800) 522-6645 for US/Canada and 1 800-3823-3823 for international to make sure all is fine. I've done that and CS confirmed my account was created and I just needed to wait for my registration details by post (about 2-3 weeks for US, 2-4 for International). You gotta be patient unless you ain't (see below if that's the case)
• You will receive your transfer confirmation a few weeks later. You can then set up your account. You'll need to set up your account with personal details, 3 security questions and a password. You'll then get a verification link to your email. Your login for CS is totally unrelated to your broker's login.
• Once that's done, CS will ask for a special token code (kinda 2FA)...and that code is sent by snail mail. You can call CS right away and request an express package. Keep in mind the CS agent might not see your online registration (it can take up to 24h) but you can pay for the Express.

INTERNATIONAL APES: you'll need to fill a W8-BEN form. This can be done online when you are logged into your CS account. No rush to send this by snail mail
Section updated Jul 28

3.2 "So yeah, I'm not patient, what do I do?"

Self-Serve Method (didn't work for me)

1. Login to CS website and try registering online (2) (you need to overwrite the default country redirect (1).
2. Register with your SSN, your ZIP code, etc. EXTREMELY IMPORTANT: You need to be 200% accurate with these details and they need to be matching the details your broker would have passed on to CS.

https://preview.redd.it/cmfc0n8ey2i81.png?width=1141&format=png&auto=webp&s=dc1174340b70accc8133425132979d5f41ead444
https://preview.redd.it/8ifczzmdy2i81.png?width=818&format=png&auto=webp&s=90d6bd86b6e2a51e80facf62ec911d156e61954a
Call Centre Method & Express post Method

1. Call the CS US number on (800) 522-6645 for US/Canada and 1 800-3823-3823 for international
2. Make it clear you just transferred shares, do not have a registration yet, and don't want to wait for a regular post. You'd like Express Post ($35 for US / $45 for international).
3. Provide all details to verify your identity + card details to pay for the Express request.
4. Getting a tracking number should take 24-48h so you can call back and ask for it.

NOTE: You can also request Express to receive the 2FA special code by post. Just call them right after you have initiated the verification process.
^{UPDATED 8 MAR WITH CS NUMBERS}
------------------
https://preview.redd.it/wfqgyducy2i81.png?width=659&format=png&auto=webp&s=60eca3c322ee5b08895683deba19b00b05bcce55

We need to bring this guide on top of every sub! This is Part 2 of a step-by-step guide to DRS your shares!
TL;DR A step-by-step guide to directly register your shares (DRS) from your existing brokers to Computershare (CS). This guide covers most Canadian Brokers as well as some US brokers: BMO, Disnat, Questrade, RBC Direct Invest, Scotia iTrade, Sofi, Tastyworks, TD CanadaTrust, TIAA, WealthSimple
Thread last updated Feb 14
------------------

Table of contents, Disclaimer & position statement

• Intro
• Chapter 1 - Things to know before transferring
• Chapter 2 – How-to aka “I go to Computershare”
• Chapter 3 – Wot now?

I am simply collecting and updating with the most accurate information available. If you need or want to share details that would make the guide better, just DM.
I eat crayons for breakfast, throw shit on the walls at night so this is NOT financial advice. This is simply a gathering of information publicly available.
At the time of writing, I currently own xxx GME shares of which the vast majority is with Computershare and some across a few brokers (IBKR, Commsec, Saxo, HSBC Canada). I also have stakes in LRC (Loopring), IMX (Immutable X) and other cryptos. I also have 1 option GME MAR 18 '22 155 Call C205.
^{UPDATED 14 FEB}
------------------
Intro - We can DRS for longer than they can stay solvent
From the first mention of DRS by Dr T (feels like decades ago) to where retail investors stand today, some serious wrinkles have been formed in the last few months. This post is not here to debate DRS vs Options vs brokers. My personal opinion is that DRS is the way, brokers are fucked and options can be effective if you know what you are doing (personally, I don't).
This thread is an updated/upgraded/resurfacing of my original series. It provides a step-by-step guide to transfer your shares to actually become YOUR SHARES (bye DTCC).
​
In this Guide Part 2, I’ll provide instructions to transfer from the following brokers

• BMO 🇨🇦
• Disnat 🇨🇦
• Questrade 🇨🇦
• RBC Direct Invest 🇨🇦
• Scotia iTrade 🇨🇦
• Sofi 🇺🇲
• Tastyworks 🇺🇲
• TD CanadaTrust 🇨🇦
• TIAA 🇺🇲
• WealthSimple 🇨🇦

Part 1: Fidelity, TD Ameritrade, Ally Invest, Chase/JP Morgan, E*Trade, Merril Edge, Schwab, Vanguard, WeBull, Wells Fargo

^{UPDATED 14 FEB}
------------------

Chapter 1 – Things you should know

1.1 What DRS? Why DRS?

What DRS?
To oversimplify, DRS stands for Direct Registration System. In other words, when you DRS you share, you directly register the shares in YOUR NAME. Essentially, you have 2 ways to proceed with a DRS of shares.

1. You can transfer the shares held on your broker accounts to Computershare, the official transfer agent and registrar for Gamestop.
2. You can buy shares on your Computershare account. Please note this guide does not cover this method.

​
Who is Computershare (CS)? Can we trust them?

CS is an Australian based transfer company with offices in 20 countries. They are over 40 years old and are the official transfer agent for not only GameStop but large corporations such as McDonalds, Johnson & Johnson, Coca Cola and AT&T. Even though they offer some broker-like services it is important to note they are NOT A BROKER. They do however have 12,000 employees dedicated solely to keeping accurate records for their 75 million customers. (Source: u/Doom_Douche)

​
Why DRS?

1. Shares in YOUR NAME: With DRS, you get a "Direct" Registration — The security is registered in your name on the issuer's books, and either the company or its transfer agent holds the security for you in book-entry form. On the other hand, with brokers, shares will always be registered under "Street Name" Registration — The security is registered in the name of your brokerage firm on the issuer's books, and your brokerage firm holds the security for you in "book-entry" form.
2. YOUR SHARES cannot be lent. Nuf' said.

^{UPDATED 14 FEB}
------------------

1.2 Can’t find your broker in the list above?

Ok, let's get started with the transfer method. This sexy ape called u/Bibic-Jr is keeping a good log of all brokers. It's worth checking if you can't find your broker in this series. If you have intel on brokers not listed here, happy to add, just DM and we'll chat.
^{UPDATED 14 FEB}
------------------

1.3 Note about slow DRS transfers from some brokers

This is not financial advice but if I were in the US and my broker mentioned DRS taking more than a week, I would transfer out to another broker like Fidelity and DRS from there.
Keep the following info in mind: as per FINRA Rule 11870, your broker has 3 days to proceed with a non-DRS transfer to another broker. If this takes longer, flex up and ask to speak with their compliance department and threat to fill a complaint with FINRA.
^{UPDATED 14 FEB}
------------------

1.4 FAQs

Before the transfer

I want to open a CS account directly, is it possible?

If you are in the US, you can follow the kick-ass guide from u/BananyaBangarang. Unfortunately, for international apes, it is not possible to open an account with CS directly for Gamestop shares.
​

Can I transfer my shares held in IRA?

You can. I'm still studying the topic so can't talk much about it.
​

I live overseas, can I transfer my shares as well?

You absolutely can but you gotta check with your brokers. Some brokers are seriously fukc'd.
​

I live overseas, can I transfer my shares held in TFSAs (Canada) or account with tax benefits?

You absolutely can but there will be tax implications. I can't discuss this in detail but it's essentially the same as selling your positions on that account and repurchasing in Computershare (in other words, you won't get the tax benefits).
​

What happens if MOASS starts while the shares are being transferred?

You have to be clear about your investment strategy. If you are not planning on selling these, why do you care if they are in transit? MOASS could/would take weeks anyway so from my POV, it's a plus. I wouldn't be tempted to sell.
​

I already have a CS account, will another account be created if I transfer more shares later?

That question has been floating around lately. If you start subsequent DRS transfer and want these shares to go to your existing CS account, quote your CS account number to your broker. Just make sure the name on the account match.
​
During the transfer

How long does it take for my shares to be transferred?

There are 2 parts to the DRS process:

1. The process with your broker (ie: how long it takes for them to initiate the DRS transfer). This is outlined for each broker below but it shoudln't take more than a week (IMO) and;
2. The process with CS (ie: create your account, register your account). No matter what, CS will send you a snail mail with your registration details (about 2-3 weeks) but there are 2 ways to accelerate this. See the bottom of this post for more on this.

​
After the transfer

What happens once the transfer has gone through with my broker?

See the bottom of this post for more on this.
​

I still would like to know if I can sell with CS and what's the max?

CS has a $9.99m/transaction cap via the web and a limit sell of ~$214k per share. Anything above this will require written notice.
​

What happens to my shares once they are 'transferred' to CS?

Well, it's a bit weird. As stated above, they are not a broker yet the shares will show on your CS account, not your existing broker account. To cite u/Criand, you are not "transferring" shares. You are transferring certificate ownership on GameStop's shareholder books.
^{UPDATED 14 FEB}
------------------

Chapter 2 – How-to aka “I go to Computershare”

2.1 Be Kind / Be Confident (you might have to call)

Be patient and be kind with the customer service reps on both the broker side and CS side. If you get a good experience with one of them, take another 5 min after you are done to write a referral or compliment, it goes a long way! I can be a dick myself when I get frustrated but honestly, being a dick never helps.
For some of us, I know it’s dreadful to talk to strangers over the phone. You have held through thick and thin all/most of 2021 and into 2022 so you are strong. You've got this! A phone call is easier than you think! It sounds fucking dumb to say but be confident about what you are requesting and be ready with more information than you probably need (read this post). For example, you might get push-back on the DRS transfer mentioning you need a CS account. This is incorrect. This is NOT a broker-to-broker transfer, this is a transfer to an official registrar, a transfer agent to get YOUR shares in YOUR name.
^{UPDATED 14 FEB}
------------------

2.2 Details you might need during the process

• Gamestop ticker and CUSIP: GME, 36467W109
• Computershare (CS) DTC number: #7807
• CS phone number: 1 800-3823-3823
• CS address: Computershare Trust Company, N.A. / P.O. Box 505005 / Louisville, KY 40233-5005

​
A quick note about Transfer Lot Method
ELI5: You can choose which shares you want to transfer (the first ones you bought? The last ones? etc)
When transferring positions, your broker should be asking or giving you the choice on the tax method you'd like to use to transfer your positions. If not, there should be an option in the account management or you could check your statements and list to your brokers the shares you want to transfer.
Some of the common ones:

• Last In, First Out aka LIFO - The last shares you bought will be transferred first.
• First In, First Out aka FIFO - The first shares you bought will be transferred first.
• Highest Cost - The shares with the highest cost will be transferred first.

Do your DD. Here is something I found really quickly
​
For Canadian Apes
u/PM_Your_Green_Buds has written a post for Canadians (with WS and other brokers) about delays. Check it out and don't hesitate to drop names like IIROC (as they regulate WS). You can also mention the Ombudsman for Banking Services & Investments (OBSI), The CSA and even threaten to file a financial institution complaint at a federal level.
^{UPDATED 14 FEB}
------------------

2.3 BMO

# NOTE: BMO will take care of opening CS account
# FEES: $0
# PROCESS COMPLEXITY: 🔷
# TIMING: ~5-10 days
# METHOD: Phone

1. Get ready: You will need your account #, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Call 1-888-776-6886 and ask to talk to someone for a transfer. Specifically, an Outbound DRS Transfer for some of your Gamestop shares to the official registrar (Computershare).
3. Rep will submit the request/form

^{UPDATED 14 FEB}
------------------

2.4 Disnat

# NOTE: DN will create the CS acc. for you (Oct 8: u/Existing_Hope_477 has reported DN's pushback on this point. IMO, I would continue to push back. Send me a DM to discuss)
# IMPORTANT: You need to have the $50 available on your account
# FEES: $150
# COMPLEXITY: 🔷
# TIMING: ~3 weeks
# METHOD: Phone

1. Get ready: You will need your account #, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Call Disnat Customer Services on 1-866-873-7103. Ask to direct register your shares (en français, faites une demande de 'certificat d'immatriculation'). A rep will walk you through the process.

^{UPDATED 14 FEB}
------------------

2.5 Questrade

# NOTE: QT will create the CS acc. for you
# IMPORTANT: You need sufficient funds on your account when starting this process.
# FEES: $300
# COMPLEXITY: 🔷
# TIMING: ~10 days
# METHOD: Form/Email

1. Get ready: You will need your account #, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Fill a letter of instruction. You can find a template here. Download, print, fill, scan, return. The subject line should be something like "OUT TRANSFER DRS".

^{UPDATED 14 FEB}
------------------

2.6 RBC Direct Investing

# NOTE: RBC will create the CS acc. for you
# IMPORTANT: You need sufficient funds on your account when starting this process.
# FEES: $50
# COMPLEXITY: 🔷
# TIMING: ~4-6 weeks
# METHOD: Phone

1. Get ready: You will need your account #, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Call RBC customer services at 1 800 769 2560. Explain that you'd like to request an Outbound DTC Transfer. The agent will help you fill out a form (they'll fill it out for you). Once it's done, you'll receive a copy of the form.

------------------

2.7 Scotia iTrade

# NOTE: SiT will create the CS acc. for you
# FEES: $100
# IMPORTANT: SiT will create the CS acc. for you
# COMPLEXITY: ?
# TIMING: ~2-3 weeks
# METHOD: Phone

1. Get ready: You will need your account #, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Call customer service at 1 888-872-3388. Through the prompts, select 'Others' to speak to someone. Explain that you'd like to request an Outbound DTC Transfer. The agent will help you with the process.

^{UPDATED 14 FEB}
------------------

2. 8 SoFi

# NOTE: You don't need to open a CS account, SoFi will take care of it.
# IMPORTANT: You need sufficient funds on your account when starting this process.
# FEES: $115
# PROCESS COMPLEXITY: 🔷🔷
# TIMING: Unknown
# METHOD: Letter of Instruction/Email

1. Get ready: You will need your account #, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. You'll need to fill out a letter of instruction. You can find a template here. Download, print, fill, scan and return.

^{UPDATED 14 FEB}
------------------

2.9 Tastyworks

# NOTE: You don't need to open a CS account, TW will take care of it.
# IMPORTANT: You need sufficient funds on your account when starting this process.
# FEES: $115 ($125 if rejected by CS)
# PROCESS COMPLEXITY: 🔷🔷
# TIMING: ~4-5 days
# METHOD: Chat / Form / Letter of Instruction

1. Get ready: You will need your account #, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Contact the Live Chat Support and ask for an Outbound DRS Transfer of Shares. Tell them they should be used the form called 'Free Delivery' (yes, you still have to pay $115).

IMPORTANT: You will also need to provide a Letter of Instruction You can find a template here. Download, print, fill, scan and return. If using the Letter of Instruction (which you will need), email this to support**@**tastyworks.com
^{UPDATED 14 FEB}
------------------

2.10 TD CanadaTrust

# NOTE: TDC will create the CS acc. for you
# IMPORTANT: You need sufficient funds on your account when starting this process.
# FEES: $US80 + Applicable taxes
# COMPLEXITY: 🔷
# TIMING: ~20-25 days
# METHOD: Phone

1. Get ready: You will need your account #, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Call 1-800-465-5463 (English) or 1-800-361-2684 (Français) and request an Outbound DRS Transfer. The agent will assist you.

^{UPDATED 14 FEB}
------------------

2.11 TIAA

# NOTE: You don't need to open a CS account, TIAA will take care of it
# FEES: ?
# PROCESS COMPLEXITY: 🔷🔷
# TIMING: ~6 days
# METHOD: Letter of Instruction/Email

1. Get ready: You will need your account #, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. You'll need to fill out a letter of instruction. You can find a template here. Download, print, fill, scan and return.

^{UPDATED 14 FEB}
------------------

2.12 WealthSimple

# NOTE: You don't need to open a CS account, WS will take care of it
# IMPORTANT: You need sufficient funds on your account when starting this process.
# IMPORTANT 2: If you are on a TFSA or RRSP account, DRS might not be the right thing to do as it has fiscal implications. Essentially, they will need to liquidate your positions for the transfer.
# FEES: $300
# PROCESS COMPLEXITY: 🔷🔷
# TIMING: ~3-4 weeks
# METHOD: Chat

1. Get ready: You will need your account #, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Seems super simple. Just initiate a chat

^{UPDATED 14 FEB}
------------------

3. Wot Now?

https://preview.redd.it/i5fatxse5ph81.png?width=507&format=png&auto=webp&s=5d58e3926958aba1332ed240488f9c0468baca2e

3.1 "So what is happening after my broker has completed its part?"

• Your ticket will be allocated to your broker. In my case, it took 3 days
• They will start the process. In my case, it took another 1-2 days.
• When your broker has confirmed it's done, you will not hear from CS to confirm it's completed. Contact CS ~48-72h later on 1 800-3823-3823 to make sure all is fine. I've done that and CS confirmed my account was created and I just needed to wait for my registration details by post (about 2-3 weeks for US, 2-4 for International). You gotta be patient unless you ain't (see below if that's the case)
• You will receive your transfer confirmation a few weeks later. You can then set up your account. You'll need to set up your account with personal details, 3 security questions and a password. You'll then get a verification link to your email. Your login for CS is totally unrelated to your broker's login.
• Once that's done, CS will ask for a special token code (kinda 2FA)...and that code is sent by snail mail. You can call CS right away and request an express package. Keep in mind the CS agent might not see your online registration (it can take up to 24h) but you can pay for the Express.

INTERNATIONAL APES: you'll need to fill a W8-BEN form. This can be done online when you are logged into your CS account. No rush.
^{UPDATED 14 FEB}
------------------

3.2 "So yeah, I'm not patient, what do I do?"

Self-Serve Method (didn't work for me)

1. Login to CS website and try registering online (2) (you need to overwrite the default country redirect (1).
2. Register with your SSN, your ZIP code, etc. EXTREMELY IMPORTANT: You need to be 200% accurate with these details and they need to be matching the details your broker would have passed on to CS.

https://preview.redd.it/hrwpglvg5ph81.png?width=1141&format=png&auto=webp&s=c953a559622bde8eb4bef899eb7dc6312b4df96c
https://preview.redd.it/gqqi6xlh5ph81.png?width=818&format=png&auto=webp&s=5856cdc432b656bd44251a93abfeca6ef7aa5751
​
Call Centre Method & Express post Method

1. Call the CS US number on 1 800-3823-3823
2. Make it clear you just transferred shares, do not have a registration yet, and don't want to wait for a regular post. You'd like Express Post ($35 for US / $45 for international).
3. Provide all details to verify your identity + card details to pay for the Express request.
4. Getting a tracking number should take 24-48h so you can call back and ask for it.

NOTE: You can also request Express to receive the 2FA special code by post. Just call them right after you have initiated the verification process.
^{UPDATED 14 FEB}
------------------
https://preview.redd.it/f2z74wbi5ph81.png?width=659&format=png&auto=webp&s=9d9b73846f4b2f46ecc6f56c005efb990c10f0a7

TL;DR A step-by-step guide on how to directly register your shares (DRS) from your existing brokers to Computershare (CS). This guide is updated to take into account new details.
Thread last updated Feb 17 with Fidelity Chat steps
------------------

Table of contents, Disclaimer & position statement

• Intro
• Chapter 1 - Things to know before transferring
• Chapter 2 – How-to aka “I go to Computershare”
• Chapter 3 – Wot now?

I am simply collecting and updating with the most accurate information available. If you need or want to share details that would make the guide better, just DM.
I eat crayons for breakfast, throw shit on the walls at night so this is NOT financial advice. This is simply a gathering of information publicly available.
At the time of writing, I currently own xxx GME shares of which the vast majority is with Computershare and some across a few brokers (IBKR, Commsec, Saxo, HSBC Canada). I also have stakes in LRC (Loopring), IMX (Immutable X) and other cryptos. I also have 1 option GME MAR 18 '22 155 Call C205.
^{UPDATED 9 FEB}
------------------

Intro - We can DRS for longer than they can stay solvent

From the first mention of DRS by Dr T (feels like decades ago) to where retail investors stand today, some serious wrinkles have been formed in the last few months. This post is not here to debate DRS vs Options vs brokers. My personal opinion is that DRS is the way, brokers are fucked and options can be effective if you know what you are doing (personally, I don't).
This thread is an updated/upgraded/resurfacing of my original series. It provides a step-by-step guide to transfer your shares to actually become YOUR SHARES (bye DTCC).
​
In this Guide Part 1, I’ll provide instructions to transfer from the following brokers

• Fidelity 🇺🇲
• TD Ameritrade 🇺🇲
• Ally Invest 🇺🇲
• Chase / JP Morgan 🇺🇲
• E*Trade 🇺🇲
• Merril Edge 🇺🇲
• Schwab 🇺🇲
• Vanguard 🇺🇲
• Webull 🇺🇲
• Wells Fargo 🇺🇲

Part 2: BMO, Disnat, Questrade, RBC, Scotia iTrade, Sofi, Tastyworks, TD CanadaTrust, TIAA, WealthSimple

^{UPDATED 14 FEB}
------------------

Chapter 1 – Things you should know

1.1 What DRS? Why DRS?

What DRS?
To oversimplify, DRS stands for Direct Registration System. In other words, when you DRS you share, you directly register the shares in YOUR NAME. Essentially, you have 2 ways to proceed with a DRS of shares.

1. You can transfer the shares held on your broker accounts to Computershare, the official transfer agent and registrar for Gamestop.
2. You can buy shares on your Computershare account. Please note this guide does not cover this method.

​
Who is Computershare (CS)? Can we trust them?

CS is an Australian based transfer company with offices in 20 countries. They are over 40 years old and are the official transfer agent for not only GameStop but large corporations such as McDonalds, Johnson & Johnson, Coca Cola and AT&T. Even though they offer some broker-like services it is important to note they are NOT A BROKER. They do however have 12,000 employees dedicated solely to keeping accurate records for their 75 million customers. (Source: u/Doom_Douche)

​
Why DRS?

1. Shares in YOUR NAME: With DRS, you get a "Direct" Registration — The security is registered in your name on the issuer's books, and either the company or its transfer agent holds the security for you in book-entry form. On the other hand, with brokers, shares will always be registered under "Street Name" Registration — The security is registered in the name of your brokerage firm on the issuer's books, and your brokerage firm holds the security for you in "book-entry" form.
2. YOUR SHARES cannot be lent. Nuf' said.

^{UPDATED 9 FEB}
------------------

1.2 Can’t find your broker in the list above?

Ok, let's get started with the transfer method. This sexy ape called u/Bibic-Jr is keeping a good log of all brokers. It's worth checking if you can't find your broker in this series. If you have intel on brokers not listed here, happy to add, just DM and we'll chat.
^{UPDATED 9 FEB}
------------------

1.3 Note about slow DRS transfers from some brokers

This is not financial advice but if I were in the US and my broker mentioned DRS taking more than a week, I would transfer out to another broker like Fidelity and DRS from there.
Keep the following info in mind: as per FINRA Rule 11870, your broker has 3 days to proceed with a non-DRS transfer to another broker. If this takes longer, flex up and ask to speak with their compliance department and threat to fill a complaint with FINRA.
^{UPDATED 9 FEB}
------------------

1.4 FAQs

Before the transfer

I want to open a CS account directly, is it possible?

If you are in the US, you can follow the kick-ass guide from u/BananyaBangarang. Unfortunately, for international apes, it is not possible to open an account with CS directly for Gamestop shares.
​

Can I transfer my shares held in IRA?

You can. I'm still studying the topic so can't talk much about it.
​

I live overseas, can I transfer my shares as well?

You absolutely can but you gotta check with your brokers. Some brokers are seriously fukc'd.
​

I live overseas, can I transfer my shares held in TFSAs (Canada) or account with tax benefits?

You absolutely can but there will be tax implications. I can't discuss this in detail but it's essentially the same as selling your positions on that account and repurchasing in Computershare (in other words, you won't get the tax benefits).
​

What happens if MOASS starts while the shares are being transferred?

You have to be clear about your investment strategy. If you are not planning on selling these, why do you care if they are in transit? MOASS could/would take weeks anyway so from my POV, it's a plus. I wouldn't be tempted to sell.
​

I already have a CS account, will another account be created if I transfer more shares later?

That question has been floating around lately. If you start subsequent DRS transfer and want these shares to go to your existing CS account, quote your CS account number to your broker. Just make sure the name on the account match.
​
During the transfer

How long does it take for my shares to be transferred?

There are 2 parts to the DRS process:

1. The process with your broker (ie: how long it takes for them to initiate the DRS transfer). This is outlined for each broker below but it shoudln't take more than a week (IMO) and;
2. The process with CS (ie: create your account, register your account). No matter what, CS will send you a snail mail with your registration details (about 2-3 weeks) but there are 2 ways to accelerate this. See the bottom of this post for more on this.

​
After the transfer

What happens once the transfer has gone through with my broker?

See the bottom of this post for more on this.
​

I still would like to know if I can sell with CS and what's the max?

CS has a $9.99m/transaction cap via the web and a limit sell of ~$214k per share. Anything above this will require written notice.
​

What happens to my shares once they are 'transferred' to CS?

Well, it's a bit weird. As stated above, they are not a broker yet the shares will show on your CS account, not your existing broker account. To cite u/Criand, you are not "transferring" shares. You are transferring certificate ownership on GameStop's shareholder books.
^{UPDATED 9 FEB}
------------------

Chapter 2 – How-to aka “I go to Computershare”

https://preview.redd.it/cm7uxbnuapg81.jpg?width=888&format=pjpg&auto=webp&s=b15b7a8df43d7e2b415c1e3a01434aec62835e80

2.1 Be Kind / Be Confident (you might have to call)

Be patient and be kind with the customer service reps on both the broker side and CS side. If you get a good experience with one of them, take another 5 min after you are done to write a referral or compliment, it goes a long way! I can be a dick myself when I get frustrated but honestly, being a dick never helps.
For some of us, I know it’s dreadful to talk to strangers over the phone. You have held through thick and thin all/most of 2021 and into 2022 so you are strong. You've got this! A phone call is easier than you think! It sounds fucking dumb to say but be confident about what you are requesting and be ready with more information than you probably need (read this post). For example, you might get push-back on the DRS transfer mentioning you need a CS account. This is incorrect. This is NOT a broker-to-broker transfer, this is a transfer to an official registrar, a transfer agent to get YOUR shares in YOUR name.
^{UPDATED 9 FEB}
------------------

2.2 Details you might need during the process

• Gamestop ticker and CUSIP: GME, 36467W109
• Computershare (CS) DTC number: #7807
• CS phone number: 1 800-3823-3823
• CS address: Computershare Trust Company, N.A. / P.O. Box 505005 / Louisville, KY 40233-5005

​
A quick note about Transfer Lot Method
ELI5: You can choose which shares you want to transfer (the first ones you bought? The last ones? etc)
When transferring positions, your broker should be asking or giving you the choice on the tax method you'd like to use to transfer your positions. If not, there should be an option in the account management or you could check your statements and list to your brokers the shares you want to transfer.
Some of the common ones:

• Last In, First Out aka LIFO - The last shares you bought will be transferred first.
• First In, First Out aka FIFO - The first shares you bought will be transferred first.
• Highest Cost - The shares with the highest cost will be transferred first.

Do your DD. Here is something I found really quickly
^{UPDATED 9 FEB}
------------------

2.3 Fidelity

# NOTE: You don't need to open a CS account, Fidelity will take care of it.
# FEES: NONE
# PROCESS COMPLEXITY : 🔷(Phone) / 🔷 (Chat as of ~14 Feb) / 🔷🔷(Form/Secured online message)
# TIMING: ~3-5 days
# METHOD: Phone or Form/Secured online message

Phone

1. Call the following number 1-800-544-6666 and say it's for 'stock certificates'
2. You will need to provide verify your identity (including your Fidelity account #) and specify how many shares you want to transfer as well as the transfer method (see above)

Chat

1. Initiate a chat conversation and ask for a DRS transfer.
2. You will need to provide verify your identity (including your Fidelity account #) and specify how many shares you want to transfer as well as the transfer method (see above).

Form/Secured Email

1. Get ready: You will need your Fidelity account #, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above)
2. Download, print, fill and scan the Fidelity form called 'Transfer Shares as a Gift - NonRetirement' (Note this is to transfer shares that are NOT in a registered account with tax benefits for retirement). NOTE: You are basically gifting/transferring these shares to yourself.

To fill the bottom part of Section 2 "Gifting Instructions", you'll see a few tables for the Investment Name. If you bought all your shares all at once, you probably just need to fill one table. If you have bought all the dips Shitadel has given you, you might need to fill more than one table as follow:
This is an example!
Investment Name: GameStop Corp / CUSIP: 36467W109 / Shares: 5 / Lot Acquisition Size: 02/02/2021 / Lot Acquisition Cost: $3
Investment Name: GameStop Corp / CUSIP: 36467W109 / Shares: 10 / Lot Acquisition Size: 03/03/2021 / Lot Acquisition Cost: $15
etc.
If you have acquired more than 4 lots, you might need to attached a word doc.

https://preview.redd.it/tvdq8lpb8pg81.png?width=891&format=png&auto=webp&s=c408b9fe1dd564c8e442625ff4407753ec9d5a9e
Once scanned, send it via the secure message centre in the Fidelity interface (when logged in). Head to Contact Us and click on Secure Mail to return the form. You might want to follow up a few days later to ensure all is received and processed.
^{UPDATED 17 FEB}
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2.4 TD Ameritrade

# NOTE: You don't need to open a CS account, TDA will take care of it.
# NOTE: Review the Tax Method for transfer on Client Services >> My Profile >> General >> FIFO/LIFO (see above for more on that topic)
# FEES: NONE
# PROCESS COMPLEXITY : 🔷(Phone) / 🔷🔷(Form/Secured online message)
# TIMING: ~2-3 weeks
# METHOD: Phone or Chat or Form/Secured online message

Phone / Chat

1. Get ready: You will need your TDA account #, your SSN, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Chat Method - Start an 'Ask TED' chat and ask for an Outbound DRS Transfer or call 1-800-652-4584 and request to talk to someone for an Outbound DRS Transfer. When you go through 'Ask TED', the agent will fill out the form for you.

​
Form/Secured Email

1. Get ready: You will need your TDA account #, your SSN, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Download, print, fill and scan the form called 'Transfer Out - Direct Registration System and Certificate Request' // NOTE: You'll see a note on top of the form for a $500 fee. This is for the issuance of a Certificate, not a DRS transfer.

How to fill?

• Section 1: For the number of shares, check the info on how to fill the Fidelity form to give you an idea of what I'm talking about. For the Transfer Agent Account #, leave blank if you don't have a CS account yet.
• Section 2: This is basically YOU and YOUR details.
• Section 3: Leave this blank
• Section 4: Your address. This will be used to create your CS account

1. Once scanned, send it via the secure message center in the TDA interface (when logged in). Head to Secure Mail to return the form. You might want to follow up with them a day or so to make sure it's received and processed.

^{UPDATED 9 FEB}
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2.5 Ally Invest

# NOTE: You don't need to open a CS account, Ally Invest will take care of it.
# IMPORTANT: You need sufficient funds on your account when starting this process.
# FEES: $115 (if rejected, it will be $125 rejection fee)
# PROCESS COMPLEXITY : 🔷🔷
# TIMING: ~30 days
# METHOD: Letter of Instruction/Email

1. Get ready: You will need your Ally account #, your SSN, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. You'll need to fill out a letter of instruction. You can find a template here. Download, print, fill, sign, scan and return. You can follow up with the chat function a few days later.

^{UPDATED 9 FEB}
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2.6 Chase / JP Morgan

# NOTE: You don't need to open a CS account, JP Morgan will take care of it
# FEES: $75
# PROCESS COMPLEXITY: 🔷🔷
# TIMING: 2-4 days
# METHOD: Form/Secure Mail or Phone.

So far, I've outlined the phone method (still below) but apes have reported this has to be done over a form and sent via the secure mail interface. (Looking for confirmation from apes)
Phone Method

1. Get ready: You will need your account #, your SSN, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Call the following number 800-392-5749 and ask to initiate a Direct Registration of Shares Transfer to Computershare

​
Form Method

1. Get ready: You will need your account #, your SSN, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Download, print, fill, scan the Reregister Securities with Transfer agent form

How to fill?

• Section 1: Computershare's details as per above (you don't need to fill the Government Securities section)
• Section 2: Security Description (FYI security = stock). Basically, what lot do you want to transfer (date purchased, price, Symbol & CUSIP as per above)
• Section 3: Payment Method (make sure you have the funds)
• Section 4: Signature

^{UPDATED 9 FEB}
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2.7 E*Trade

# NOTE: You don't need to open a CS account, E*Trade will take care of it
# IMPORTANT: You need sufficient funds on your account when starting this process despite the fact that the transfer is free
# IMPORTANT 2: Using the phone method, you can transfer without the fund requirement.
# FEES: None but you will need $US500 on your account as a guarantee until E*Trade confirms that GME is an on-exchange security (NYSE) with a registrar.
# PROCESS COMPLEXITY: 🔷# TIMING: 5-10 days
# METHOD: Preferred method: Phone . You can also do Online form

Phone

1. Get ready: You will need your account #, your SSN, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Call 1-800-387-2331. Double-check that you won't need the $500 deposit.

​
Online Form

1. Get ready: You will need your account #, your SSN, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Access the online request form by going to etrade.com >> Accounts >> Documents >> Forms & Applications >> Deposits & Withdrawals section >> Request a Stock Certificate.
3. Select an account from the drop-down menu.
4. Check the box next to the security for which a certificate should be issued or a DRS transfer should be processed.
5. Indicate the number of shares for which certificates should be issued or a DRS transfer should be processed.
6. Click Preview to confirm the details of the request. Then Confirm to submit the request.

^{UPDATED 9 FEB}
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2.8 Merril Edge

# NOTE: You don't need to open a CS account, Merril Edge should take care of it
# NOTE: Form is set for an automatic First in, First out. Make sure you understand if that works for you and call it out to them if not. You will need to send a letter of instruction (ie: "yo, change this to what i want!")
# FEES: $25
# PROCESS COMPLEXITY: 🔷
# TIMING: ~4 days
# METHOD: Online form

1. Get ready: You will need your account #, your SSN, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Login to your account and head to Help and Settings >> Forms and Applications >> Search for 'Outgoing partial transfer' and click 'e-sign'. You can also find the form online here but you'll then have to download, print, fill, scan and return. // NOTE: If you don't have a CS account, just write "To be created by Computershare" or "N/A"

^{UPDATED 9 FEB}
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2.9 Schwab

# NOTE: You don't need to open a CS account, Schwab will take care of it
# FEES: NONE
# PROCESS COMPLEXITY: 🔷🔷
# TIMING: 3-5 days
# METHOD: Phone or Live Chat

1. Get ready: You will need your account #, your SSN, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Call them on 1-877-284-9830 (Asset Transfer Team) or 1-800-323-4332 (seems like Schwab is pushing back on that second #) and ask to talk to the Security Team. You can also use the Chat function. // NOTE: When calling the first #, say your Schwab Acc. #, then press 4 then 2.
3. Once you talk to someone (can take a while), be knowledgeable and ask for an Outbound DRS Transfer for some of your Gamestop shares to the official registrar (Computershare). At that point, they should be able to pull the right form and help you out. Rep will submit the request on your behalf.

^{UPDATED 9 FEB}
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2.10 Vanguard

# NOTE: V will take care of opening CS account
# FEES: $0
# PROCESS COMPLEXITY: 🔷
# TIMING: ~5-7 days
# METHOD: Phone

1. Get ready: You will need your Vanguard account #, your SSN, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Call the Onboarding line on 1-855-730-0325 as they are more knowledgeable about DRS Transfer. Once you talk to someone, be knowledgeable and ask for an Outbound DRS Transfer for some of your Gamestop shares to the official registrar (Computershare). At that point, they should be able to pull the right form and help you out. Rep will submit the request/form to their "Outgoing Transfer Specialist"

^{UPDATED 9 FEB}
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2.11 WeBull

# NOTE: You don't need to open a CS account, WB will take care of it
# IMPORTANT: You need sufficient funds on your account when starting this process.
# IMPORTANT 2: Double/Triple check your shares are not lent. If you think they aren't, just check again
# FEES: $115
# PROCESS COMPLEXITY: 🔷🔷
# TIMING: ~7-10 days
# METHOD: Letter of Instruction/Email

1. Get ready: You will need your WB account #, your SSN, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. They don't have a form but based on what other brokers are asking, you want to anticipate and provide all the details. Send an email with the following details asking for an outbound - DRS Transfer. I've made a blank template you can use here you can use as an attachment. Send as an attachment. They should have a secured message centre. Make sure you follow up with them.

^{UPDATED 9 FEB}
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2.12 Wells Fargo

# NOTE: You don't need to open a CS account, WF will take care of it
# FEES: $0
# PROCESS COMPLEXITY: 🔷🔷
# TIMING: ~3-4 days
# METHOD: Form/Secure Email

1. Get ready: You will need your WB account #, your SSN, CS' details and GME details (see above) and specify how many shares you want to transfer as well as the transfer method (see above).
2. Download and fill the Letter of Authorization form from their site.
3. Log to the brokerage account and click on the mail icon to the right of your screen >> Send Documents through secure mail >> Attach the LoI (paperclip icon) >> Send >> Folders

^{UPDATED 9 FEB}
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3. Wot Now?

https://preview.redd.it/er108g3gbpg81.jpg?width=507&format=pjpg&auto=webp&s=db41f57d168bcb97e82107306e85e07b0cff9c87

3.1 "So what is happening after my broker has completed its part?"

• Your ticket will be allocated to your broker. In my case, it took 3 days
• They will start the process. In my case, it took another 1-2 days.
• When your broker has confirmed it's done, you will not hear from CS to confirm it's completed. Contact CS ~48-72h later on 1 800-3823-3823 to make sure all is fine. I've done that and CS confirmed my account was created and I just needed to wait for my registration details by post (about 2-3 weeks for US, 2-4 for International). You gotta be patient unless you ain't (see below if that's the case)
• You will receive your transfer confirmation a few weeks later. You can then set up your account. You'll need to set up your account with personal details, 3 security questions and a password. You'll then get a verification link to your email. Your login for CS is totally unrelated to your broker's login.
• Once that's done, CS will ask for a special token code (kinda 2FA)...and that code is sent by snail mail. You can call CS right away and request an express package. Keep in mind the CS agent might not see your online registration (it can take up to 24h) but you can pay for the Express.

INTERNATIONAL APES: you'll need to fill a W8-BEN form. This can be done online when you are logged into your CS account. No rush.
​

3.2 "So yeah, I'm not patient, what do I do?"

Self-Serve Method (didn't work for me)

1. Login to CS website and try registering online (2) (you need to overwrite the default country redirect (1).
2. Register with your SSN, your ZIP code, etc. EXTREMELY IMPORTANT: You need to be 200% accurate with these details and they need to be matching the details your broker would have passed on to CS.

https://preview.redd.it/wseon1bc9pg81.png?width=1141&format=png&auto=webp&s=1abf7cdda1012733c3829f91dc1210ebffb7fd81
​
https://preview.redd.it/856xk05f9pg81.png?width=818&format=png&auto=webp&s=e3037d434c8238787538c80c61b234ccc6e82d8c
​
Call Centre Method & Express post Method

1. Call the CS US number on 1 800-3823-3823
2. Make it clear you just transferred shares, do not have a registration yet, and don't want to wait for a regular post. You'd like Express Post ($35 for US / $45 for international).
3. Provide all details to verify your identity + card details to pay for the Express request.
4. Getting a tracking number should take 24-48h so you can call back and ask for it.

NOTE: You can also request Express to receive the 2FA special code by post. Just call them right after you have initiated the verification process.
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https://preview.redd.it/rulk3pqbcpg81.jpg?width=659&format=pjpg&auto=webp&s=4361c1bdc47b078717cdd6cb2fe6d5616d243697