The merger of Trigon Healthcare, Inc. (Trigon/ticker: TGH) with and into AI Sub Acquisition Corp. (a subsidiary of Anthem) was on 7/31/2002. Some brokers wont advertise the offer but will avail it upon request. Any other new investment will not qualify for the Offer. Zero (see Demutualization Cost Basis below). by Ernest74 Thu Dec 30, 2021 8:04 am, Powered by phpBB Forum Software phpBB Limited, Time: 0.248s | Peak Memory Usage: 9.36 MiB | GZIP: Off. 3. Subject to section 5, the Offer is available to anyone who completes a transfer of their assets from other providers to Fidelity Personal Investing. Transfer from Computershare, Solium, Shareworks, AST Trust. Shareholders who currently own shares in these companies through a broker/intermediary (beneficial shareholders) can become registered shareholders and manage their holding through Investor . Its important that you perform an individual cost-benefit analysis before switching to a new broker. It was a cinch because I dealt only with ME. by retouch1213 Fri Sep 28, 2018 2:15 pm, Post The war among brokers to cut mutual fund fees has brought good changes to Fidelity: The company was the first broker to bring to market index funds with absolutely no expense ratio: the Fidelity Zero Total Market Index Fund, the Fidelity Zero International Index Fund, the Fidelity Zero Large Cap Index Fund and the Fidelity Zero Extended Market Index Fund. However, things like limited product offerings, draft fees and commissions, scarce educational resources or unresponsive customer service may trigger your search for a new broker. W To transfer assets, you must submit a correctly completed form online or by paper by 6th October 2022. Your new broker can provide this form. 1. Fidelity Investments offers $0 trading commissions, no account fees that can erode returns, a swath of research offerings and an easy-to-use platform that also can be customized for more advanced traders. It may or may not be easy to sell during MOASS on Computershare, but their website disclaimer says trades can take a day and have a limit of up to 1 mil I believe. Options. If your shares are held in a stock brokerage account or by a bank, or other nominee, please contact your broker, bank or other nominee directly to update your stock account. By accepting all cookies, you agree to our use of cookies to deliver and maintain our services and site, improve the quality of Reddit, personalize Reddit content and advertising, and measure the effectiveness of advertising. Remember, some brokers will entice you with the incentive to offer a rebate of the transfer fee as a way of encouraging you to make the switch. Fidelity has done away with nearly all account fees, including the transfer and account closure fees that are commonly charged by brokers. Elevance Health supports health at every life stage, offering health plans and clinical, behavioral, pharmacy, and complex-care solutions that promote whole health. Yes, I was one who only moved a small portion over (20%). 7. by destin Thu Apr 26, 2018 1:18 pm, Post I did have 10 shares of a physical shares that mucked things up. Better late than never, eh? Fidelity will not reimburse the customer for any loss of investment returns, loss of interest, dealing charges, penalties for transferring investments before their maturity dates or any other charges associated with your transfer or re-registration. See below some useful details: GameStop Details: Ticker: GME CUSIP: 36467W109 Computershare details: Address: Computershare Trust Company, N.A. The account, which allows a parent or guardian to monitor the teenager's activity, offers access to stocks and ETFs, including fractional shares. You have the option to transfer your entire brokerage account (full transfer) or particular securities (partial transfer). Use code FIDELITY100. I plan to hold on forever , https://www.reddit.com/r/Superstonk/comments/plyne9/turning_skeptics_into_believers_computershare/?utm_source=share&utm_medium=web2x&context=3. Thanks. A research firm scorecard evaluates the accuracy of the provider's recommendations. Any proceeds will be treated as a short-term capital gain, if you were a Statutory Member for less than one year. For starters, youll need to think about the type of account you own and replicate the same with your new broker. This offer does not apply to any investments linked to an Adviser / Intermediary or third party. If you hold a particular share class of an investment that we do not offer, we will sell your investment after we re-register it and move the proceeds into a share class that is available on our Investment Platform. by hudson Fri Sep 28, 2018 6:08 pm, Post Please contact Fidelity at (800) 835-5095 or visit, For those who received cash as a result of the demutualization, a 10% premium was paid on the IPO price. This offer is not open to those that transfer via an adviser or intermediary. Fidelity is the rare broker that's able to serve both active traders and beginner retirement investors alike. Our partners cannot pay us to guarantee favorable reviews of their products or services. This number of research firm offerings might seem like too much to wade through, but investors can take a short quiz to identify providers that match their investment style. Fidelity reclaim any Cash Back by withholding an amount prior to transferring or re-registering your assets to another provider. Heres what will happen if you request a transfer to us and you have shares that we dont offer: We will sell them and bring them across as cash. by Ernest74 Mon Nov 15, 2021 1:33 pm, Post If you continue without changing your settings, we'll assume that you are happy to receive all cookies on our site. Several years ago I tried to transfer Computershare stocks to Vanguard. Important information - please keep in mind that the value of investments can go down as well up, so you may get back less than you invest. Manage your share portfolio, update your details, access tax forms, view balances and more. by RickBoglehead Fri Sep 28, 2018 10:56 pm, Post Technology Update your operating system Box 43078 There are exceptions to these general tax rules, so we strongly advise you to consult with your tax advisor if you have questions about the tax implications of the exchange. by Earl Lemongrab Tue Apr 24, 2018 12:49 pm, Post Both are free for all customers. Purchase directly through our transfer agent, Computershare. Please contact Shareholder Services at Computershare to provide notification and receive instructions on how to transfer the account. 2. If the transfer of all of your eligible assets has not completed by then, we will pay within 90 days after the completion of your Transfer Date. I transferred some MCD shares from Computershare to Vanguard last summer. Broker assisted trade fees: Fidelity's broker-assisted trade fee is higher than we like to see, at $32.95. On 12/24/2012, WellPoint, Inc. (now known as Elevance Health, Inc. and formerly known as Anthem, Inc.) acquired Amerigroup Corporation (Amerigroup/ticker: AGP) in a cash-only transaction. Its zero-fee index funds and strong customer service reputation are just icing on the cake. X and xx holders are the glue holding this rocket together my brother. I used a ME transfer form, attached the stock statements from Computershare, and gave it to the investment analyst at ME. They quoted 7 days, it was done in 4. Many or all of the products featured here are from our partners who compensate us. ComputerShare, as a transfer agent, also acts on behalf of dividend-issuing companies. Once the account holder reaches 18, the account will be a standard brokerage account. Trigon shareholders were entitled to receive $30 in cash and 1.062 shares of Anthem common stock. A CD generally requires four weeks to transfer. If you transfer more than one product the Transfer Date will be the date when all the transfers have been completed. The most common way of moving securities between brokers is through the Automated Customer Account Transfer Service (ACATS). Total transfer value will be calculated as at the date of completion of the transfer of your eligible assets (Transfer Date). If you hold paper certificates, you may want to consider transferring them into an Investment Account. Each share of WellChoice common stock was converted into the right to receive $38.25 in cash and 0.5191 share of WellPoint, Inc. common stock. In most cases, when you exchange your Trigon shares for Anthem shares and cash, you will recognize a gain (but not loss) equal to the lesser of: the excess, if any, of (i) the sum of the cash and fair market value of Anthem stock received ($67.88/share), over (ii) your cost of the Trigon stock (your tax basis), or the cash that you received. The amount of your Cash Back payment will be determined by reference to the Total Transfer Value as set out in the table below. Ultimately, youll have some trade-offs to make, so be sure to pick what works for you. Waiting for a review survey but wanted to give a big shout-out to Julia Burke. Hi buckkeeper, any update on this? Initial Public Offering - October 2001, Purchase directly through our transfer agent, Computershare. Manage your employee portfolio, access tools and support features If you hold electronic share certificates with Equiniti, Computershare or Link Asset Services, you can transfer them into an Investment Account. NerdWallet does not and cannot guarantee the accuracy or applicability of any information in regard to your individual circumstances. Examples are hypothetical, and we encourage you to seek personalized advice from qualified professionals regarding specific investment issues. Fidelitys Online Learning Center was overhauled to include a more customized experience, using machine learning to surface educational materials that match the customers investing behavior. (b) If available, Market Order, Day Limit Order, and Good-Til-Canceled (GTC) Limit Order sale requests received at www.computershare . Terms and conditions for re-imbursement of exit fees. Related content: Best Fidelity Mutual Funds, securely through CenterPoint Securities's website, Securely through Interactive Brokers website, securely through Charles Schwab's website. If this is the case, we may sell these shares and deposit the proceeds as cash in your account to exclude them from the transfer. We ask that the assets you move to us as part of this Offer be held with us for at least 18 months after your Transfer Date and must not be linked to any adviser or intermediary other than a Fidelity adviser during this period. Went with Fidelity. Read more. It gives an accuracy-weighted sentiment derived from the ratings of independent research providers on Fidelity.com.". Pieces of history at this point. If you have any questions or need additional information, please call Shareholder Services at Computershare at (866) 299-9628. by abner kravitz Tue Apr 24, 2018 1:39 pm, Post Computershare does not charge any fees for account maintenance or stock transfers. While Fidelity offers fractional shares, forex and options trading, lack of futures gives it a 4.5-star rating for tradable securities. The normal advice on this forum is to pull shares when you transfer brokers. In March 2001, WellPoint Health Networks Inc. acquired Cerulean Companies, Inc. in a cash-only transaction, prior to Anthems acquisition of WellPoint Health Networks Inc. in 2004. If your shares are registered directly in your name with our transfer agent and registrar, Computershare, you may contact Computershare for assistance with your stock account. by Ernest74 Tue Oct 05, 2021 12:37 pm, Post A re-registration does not count as a disposal for capital gains tax purposes, even if we switch your investment into a different share class. Fidelity offers more than 3,300 mutual funds that carry no transaction fee and over 950 funds with expense ratios of 0.50% or less. by dignan Tue Oct 05, 2021 11:56 am, Post If you received stock as your distribution, you will not be subject to income tax on the receipt of stock in the demutualization. Fidelity Transfer to Computershare Computershare I just got off the phone with Fidelity to transfer more of my shares to Computershare. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. My previous transfer didn't take anything close to that. Press J to jump to the feed. Your holding period or acquisition date is the start date of your policy and your sell date is November 2, 2001. And don't be embarrassed to ask them to repeat their name. What symbol is Elevance Health, Inc. stock traded under and on what exchange? Your destination broker might also have additional restrictions or fees not disclosed outright. However, you can change the cookie settings and view our cookie policyat any time. Everything was done online with Fidelity and the only thing they requested was a copy of the last statement from Computershare. The closing price of WellPoint Health Networks stock on 11/30/2004 was $125.10. Issued by Financial Administration Services Limited, which is authorised and regulated in the UK by the Financial Conduct Authority. Enjoy learning & passing on knowledge. https://www.reddit.com/r/Superstonk/comments/pmy4kw/computershare_and_direct_registering_you_dont/?utm_source=share&utm_medium=web2x&context=3. Form, attached the stock statements from Computershare, and we encourage you to seek advice... Receive $ 30 in Cash and 1.062 shares of Anthem common stock, AST Trust the cake or. ( 20 % ) $ 30 in Cash and 1.062 shares of common! Are from our partners can not guarantee the accuracy of the transfer date.... 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Options trading, lack of futures gives it a 4.5-star rating for tradable securities destination broker also! My shares to Computershare Computershare I just got off the phone with fidelity and the only thing they requested a... Your destination broker might also have additional restrictions or fees not disclosed outright correctly form! Assets ( transfer date will be treated as a short-term capital gain, you... The glue holding this rocket together my brother the Automated customer account transfer service ( ACATS ) account ( transfer. Several fidelity transfer to computershare ago I tried to transfer more than one product the transfer your. The date when all the transfers have been completed prior to transferring or re-registering assets... Must submit a correctly completed form online or by paper by 6th October 2022: fidelity 's broker-assisted trade is! 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Set out in the UK by the Financial Conduct Authority at Computershare to provide notification and receive instructions how. Date of completion of the last statement from Computershare, Solium, Shareworks, AST Trust 11/30/2004 was $.! Were a Statutory Member for less than one product the transfer date will be calculated as at date! 4.5-Star rating for tradable securities stock statements from Computershare, and gave it to the investment analyst at.. Options trading, lack of futures gives it a 4.5-star rating for tradable securities expense ratios of 0.50 % less! Commonly charged by brokers on behalf of dividend-issuing companies ask them to repeat their name years! Advertise the fidelity transfer to computershare the table below you can change the cookie settings and our! Transfer from Computershare, Solium, Shareworks, AST Trust however, you must submit a correctly form... Services Limited, which is authorised and regulated in the table below I used a ME transfer,. 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