BY FAR, Fidelity is the easiest and fastest broker to use to DRS.

  1. DRS always completed in a few days.

  2. Ability to use online chat for phone phobics and no on-hold time.

  3. Customer service reps are better than other brokers.

How to change from your broker to Fidelity:

Setting up an account with Fidelity is very basic. The key is after you fill in your information, it will ask you how you want to fund your account. Select “transfer from another brokerage”. You will often have all your shares in your Fidelity account the very next day. Whyyy wait weeks and be stressed out with TDA/Schwab and other brokers.

Also, using a broker versus Computershare direct buys gives you full control of your purchase price and don’t ever have or lose fractionals when you convert from plan to book. (https://www.drsgme.org/terminating-from-directstock)

Please help others by spreading the word on other platforms.

🦍💕🦍

  • ZombiezzzPlzEnglish
    3·
    11 months ago

    Limit order from fidelity through IEX and then transfer to computershare after settlement has been my go to.

    Usually I request DRS online tool but If I’m off, I like to call in the DRS request to sense if there is any pushback or just to hear them potentially give any pushback - which I haven’t though, plus I like wasting their resources even though incremental .

    I’m just sick like that though

    • ChivesMAEnglish
      3·
      11 months ago

      That’s exactly how I do it, too!