You will also need to open an Investment Account with us if you don't already have one. Do not sell or share my personal information. by abner kravitz Tue Apr 24, 2018 1:39 pm, Post Importantly, the account also puts some risky investments and investment strategies off limits, including options and margin trading. At least this was how it worked in my cases 3-4 years ago. This website does not contain any personal recommendations for a particular course of action, service or product. This offer is not open to those that transfer via an adviser or intermediary. Transfer was done in about 2 days. I am the executor of an estate in which the shareholder is deceased. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. It was a cinch because I dealt only with ME. Press question mark to learn the rest of the keyboard shortcuts. For a discussion of the tax implications of the exchange, please read the Joint Proxy Statement/Prospectus section entitled "Material United States Federal Income Tax Consequences of the Merger." All thats required of you is to instruct a stock transfer. Like money market mutual funds, most proprietary mutual funds can only be held by the issuer and cannot be transferred. Fees may apply. If youre reasonably satisfied with your current broker, theres probably no reason to transfer your account. See Fidelity.com/commissions for details. Opinions and memes welcome. A research firm scorecard evaluates the accuracy of the provider's recommendations. Its articles, interactive tools and other content are provided to you for free, as self-help tools and for informational purposes only. General Transfer Info. Once your new broker (the receiving firm) receives your TIF, it initiates the process by establishing communication with your current broker via ACATS. Highlights include advanced screeners using research and strategy-testing tools based on 10 years of historical data. by aida2003 Wed Dec 29, 2021 9:22 pm, Post If your shares are registered directly in your name with our transfer agent and registrar, Computershare, you may contact Computershare to obtain a copy of your 1099-DIV or 1099-B tax form. OK92033) Property & Casualty Licenses, NerdWallet | 55 Hawthorne St. - 11th Floor, San Francisco, CA 94105, Fidelity Investments Review 2023: Pros, Cons and How It Compares. Contact your contra br oker and indicate to them that you hold shares in a Fidelity Stock Plan Account that you would like to transfer to your account with this contra broker. On 12/28/2005, the closing price of WellChoice was $79.07 and the closing of WellPoint, Inc. common stock was $78.81. Mutual funds that charge transaction fees will cost $49.95 to buy, $0 to sell. Note: A Direct Registration Statement (DRS) allows us to set up a transfer directly with our back office - here is an example. Before initiating a stock transfer, you must first choose the intended destination, otherwise, youll need to close all your positions and cash out your funds. Customer support options (includes how easy it is to find key details on the website). If you dont want to sell your shares, you can transfer them to Computershare and direct register them in your name. For starters, youll need to think about the type of account you own and replicate the same with your new broker. 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. by Newaygo Wed Dec 29, 2021 9:42 pm, Post Initial Public Offering - October 2001, Purchase directly through our transfer agent, Computershare. Subject to section 5, the Offer is available to anyone who completes a transfer of their assets from other providers to Fidelity Personal Investing. This Cash Back Offer (the Offer) is available when you apply to transfer your pension(s), ISAs or other investment account assets between 7th July 2022 and midnight on the 6th October 2022. by Scrapr Mon Apr 23, 2018 3:26 pm, Post 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. Writer | CNN.com, The Wall Street Journal. You must also remember that trading securities during the account transfer process will often complicate and derail the transfer. Please contact Shareholder Services at Computershare to provide notification and receive instructions on how to transfer the account. As with Fidelity, youll probably not need any special onboarding once you open an account with a new broker. All financial products, shopping products and services are presented without warranty. For example, a number of offshore funds cannot be re-registered. This information is available in Exhibit F located. My plan is 90% computer share. If you are an Elevance Health associate, you can purchase shares through our Employee Stock Purchase Plan which is administered by E*TRADE. Just now I called to move another (60%) over. Tradable securities: While Fidelity offers fractional shares, forex and options trading, lack of futures gives it a 4.5-star rating for tradable securities. If you are an Elevance Health associate, you also have the option to invest in the Elevance Health Stock Fund through your 401(K) Plan which is administered by Fidelity. FOREX. 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. NerdWallet strives to keep its information accurate and up to date. by moehoward Mon Apr 23, 2018 4:10 pm, Post The Transfer Wizard will walk you through all necessary steps, including administrative data like account holder name, social security number, gaining brokerage, and shares to transfer. Canton, MA 02021, Computershare Investor Center (provides secure, online access to your stock account), Computershare Quick Access Hub (provides quick access to tax forms, account statements, mailing address updates, direct deposit, replacement checks, beneficiary updates, and share transfers). P.O. If you hold proprietary mutual funds at your current firm, generally you will need to liquidate them and transfer the proceeds to Fidelity. Related content: Best Fidelity Mutual Funds, securely through CenterPoint Securities's website, Securely through Interactive Brokers website, securely through Charles Schwab's website. It may mean nothing to you, but it means a lot to them. Indianapolis, IN 46204. For general questions and concerns, please contact Elevance Health Shareholder Services at: Email: shareholder.services@elevancehealth.com, By Mail to: Shareholder Services Department It is important to note that changing your mailing address with Computershare will not change the address that is associated with your health benefit plan. We cover any exit fees your current provider may charge, up to 500 per person. To view the prospectus, click View and Print the Plan Brochure. The company does not offer futures trading and its cryptocurrency offering is limited. If you transfer or re-register your assets to another provider within this 18-month period, Fidelity reserves the right to reclaim any Cash Back payment that was made to you as part of this Offer. New York Stock Exchange (NYSE), Elevance Health, Inc. common stock is traded under the CUSIP: 036752103. Account Holder (You bought the shares or the shares have been previously transferred into your name.) by Philip260 Wed Jun 03, 2020 2:53 pm, Post Become a NerdWallet member, and well send you tailored articles we think youll love. It is considered a long-term capital gain if you were a policyholder for more than one year on 11/2/2001, and a short-term capital gain if you were a policyholder for less than one year on 11/2/2001. The normal advice on this forum is to pull shares when you transfer brokers. This taxable income would usually be treated as capital gain. Taxes will be due upon sale of the stock. Improving health for everyone is possible. by destin Mon Apr 23, 2018 1:52 pm, Post When evaluating offers, please review the financial institutions Terms and Conditions. As my plan is to sell in 10% increments. Please remember that past performance is not necessarily a guide to future performance, the performance of investments is not guaranteed, and the value of your investments can go down as well as up, so you may get back less than you invest. Before opening an account, please read the Doing Business with Fidelity document which incorporates our client terms. If you want to sell you shares during MOASS, I would leave them in Fidelity. e. transfers which are linked to an adviser or intermediary; Our aim is to provide an independent assessment of providers to help arm you with information to make sound, informed judgements on which ones will best meet your needs. Our aim is to provide an independent assessment of providers to help arm you with information to make sound, informed judgements on which ones will best meet your needs. Terms apply. Having investments spread across multiple companies can be time consuming and costly. They said the transfer would then take about four weeks. Ticker symbol: ELV by FunnelCakeBob Sat Sep 29, 2018 3:28 pm, Post The transfer request is validated once the customer account information matches. ", I transferred shares from Computershare a couple of times in the past but it was to an online broker (ETRADE), I transferred some shares to Vanguard from a transfer agent (forget if it was ComputerShare or E-Trade). Exclusions, T&Cs apply. Any transferred assets will be subject to the applicable client terms for the product your assets have been transferred to. 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. Not rated here, but worth noting: Fidelity also launched a new mobile app, Fidelity Spire, designed for young adults. Quarterly dividends are typically paid in March, June, September and December. So how do we make money? Yes, Elevance Health's direct stock purchase and dividend reinvestment plan is sponsored and administered by Computershare. After all, transferring ought to be the specialty of a. Any transferred assets will be subject to the applicable client terms for the product your assets have been transferred to. What is a Medallion Signature Guarantee and where can I get one? If youre building a nest egg for a childs future, as well as planning your own retirement, bringing all accounts under one roof could help you plan your familys collective future more effectively. Assistant Assigning Editor | Cryptocurrency, brokerage accounts, stock market. When investments have particular tax features, these will depend on your personal circumstances and tax rules may change in the future. While there isnt really much to criticize about Fidelity, you may want to look for a different brokerage if youre a margin trader looking for lower rates. Cash Back payments will be paid to your Cash Management Account (CMA) within 90 days following closure of the Offer (6th October 2022). https://www.reddit.com/r/Superstonk/comments/pmy4kw/computershare_and_direct_registering_you_dont/?utm_source=share&utm_medium=web2x&context=3. administrator, executor/executrix, guardian or court appointed representative) Call was painless and customer service rep didn't bat an eye or give me any questions about the request. Transfer Agent vs Broker Summary 6. Do Not Sell My Personal Data/Privacy Policy. We believe everyone should be able to make financial decisions with confidence. Payment will be made to the customer by BACS when a bank mandate is held on the account. Fidelity has two trading platforms, Fidelity.com and Active Trader Pro. There are also transaction fees for any direct sales made through the system. The following types of transfer will qualify for the Offer: We switched from issuing physical stock certificates to electronic bookkeeping in December 2014. We will hold them as cash within your account until you decide what you would like to invest in. ETFs. by an_asker Mon Apr 23, 2018 2:30 pm, Post If you transfer more than one product the Transfer Date will be the date when all the transfers have been completed. Whether the gain is long term or short term is determined using the date that the WellPoint Health Networks shares were acquired as the acquisition date. No issues, and their phone service was prompt. when you open a new, eligible Fidelity account with $50 or more. Pre-qualified offers are not binding. If you transfer less than 10,000 you will not receive any Cash Back. Frequently Asked Questions - Please select a category from the list box below to display FAQs. 7. Ended up being a major hassle so I donated that stock to my Fidelity DAF. Fidelity's broker-assisted trade fee is higher than we like to see, at $32.95. Avid user of forums on variety of interests-financial, home brewing, F-150, EV, home repair, etc. When you transfer your shares out of a drip to a new broker and close the drip account where the dividends were automatically reinvested what happens to the dividends going forward? Vanguard told me they weren't needed for Computershare. The promoter of this offer is Financial Administration Services Limited (Fidelity), Beech Gate, Millfield Lane, Lower Kingswood, Tadworth, Surrey, KT20 6RP. by HomeStretch Mon Nov 15, 2021 2:04 pm, Post 10. Bitcoin and Ethereum. For more details, please contact Human Resources or E*TRADE at (800) 838-0908. It went smoothly so I transferred my other Computershare holdings to a regular Fidelity brokerage account. Other exclusions and conditions may apply. Total transfer value will be calculated as at the date of completion of the transfer of your eligible assets (Transfer Date). It's PRINCIPAL, not PRINCIPLE. Computershare Fee to Sell Stocks. g. the lodgement of certificated shares. This may influence which products we review and write about (and where those products appear on the site), but it in no way affects our recommendations or advice, which are grounded in thousands of hours of research. Mobile traders will also appreciate Fidelitys app, which mirrors the platforms full capabilities. You can initiate a transfer for eligible securities here. Update your operating system Personally I wouldnt risk it unless they were shares I plan on holding forever. Its the only way to guarantee that your assets will be transferred to your new brokerage. If you received your Trigon stock as a result of Trigon's demutualization, then your Anthem stock cost basis is zero since the cost basis for the Trigon stock at demutualization was zero. Press question mark to learn the rest of the keyboard shortcuts. The Bogleheads Wiki: a collaborative work of the Bogleheads community, Local Chapters and Bogleheads Community, https://www.fidelity.com/customer-servi fer-assets, https://digital.fidelity.com/ftgw/digit of-assets/. Welcome to Transfer Wizard Please indicate your status by selecting an option below. It was in the name of our family limited liability limited partnership, and I'm the managing partner. Create an account to follow your favorite communities and start taking part in conversations. If the cash transfer is not within a pension or ISA, that amount will not count toward your total for the Offer. As a shareholder with questions about my shares, whom should I contact for assistance? Alternatively, payment will be made by cheque. The amount of your Cash Back payment will be determined by reference to the Total Transfer Value as set out in the table below. Download an account statement or DRS statement. by Horsefly Fri Sep 28, 2018 9:02 pm, Post We'll ask you to provide these documents when you set up the transfer in Wealthsimple. If you are interested in purchasing Elevance Health common stock, you have a few options. We suggest that you consult your personal tax advisor as to the tax basis of shares received in the demutualization. Even tho I was her one hundred thousand billionth person calling in for DRS transfer, she was still kind, understanding, and more than willing to spend some extra time on the call to answer my questions. This offer does not apply to any investments linked to an Adviser / Intermediary or third party. by Earl Lemongrab Tue Apr 24, 2018 12:49 pm, Post Cash Back will be paid in the amounts noted in the table in section 9. To start, choose how you want to move your money, and we will help you decide the right money transfer for you. They preferred a newer one but whatever you could provide to prove ownership was acceptable. Withdrawals from a Junior ISA will not be possible until the child reaches age 18. Remember, you wont be able to access money invested in a SIPP until the age of 55 (57 from 2028). Shareholders may receive, without charge, a copy of our Annual Report on Form 10-K, including consolidated financial statements, as filed with the SEC (which is our Annual Report to Shareholders). We had some other stuff going on at the time that needed Medallion. b. transfers of assets currently held through Fidelity FundsNetworkTM; Reddit and its partners use cookies and similar technologies to provide you with a better experience. 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. In this case, youll need to prepare your portfolio for an account transfer. Please contact Fidelitys retirement serviceto get an application form. dadklad 1 yr. ago More precisely, Fidelity shares are owned by Cede, which is closely related to the DTCC, but there is apparently some liability protection around Cede. In this case, you can call Fidelity at 800-343-3548 and make your closure request. Fidelity.com and Active Trader Pro. Fidelity Transfer to Computershare agent Hype/ Fluff Waiting for a review survey but wanted to give a big shout-out to Julia Burke. 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. Welcome to Transfer Wizard Home With the Computershare Transfer Wizard, transferring your shares is easy. per trade for online U.S. stocks and ETFs, per share; as low as $0.0005 with volume discounts. Fidelity will not cover any bid-offer spreads or any capital gains tax liability arising as a result of these transactions. Computershare Quick Access Hub (provides quick access to tax forms). I don't recall having to get a medallion signature for Fidelity. Plus, get 30 to 500 cashback. 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. Your computers operating system is out of date. You could be running away from Fidelity due to the higher margin rates only to land on a broker who charges higher commissions on traders. Pay attention folks. The most common way of moving securities between brokers is through the Automated Customer Account Transfer Service (ACATS). 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. Sell orders are subject to an activity assessment fee (from $0.01 to $0.03 per $1,000 of principal). The account, which allows a parent or guardian to monitor the teenager's activity, offers access to stocks and ETFs, including fractional shares. Fractional shares. Purchase and sales fees are determined by each company individually. Stocks. 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. Previously, he was the content manager for the luxury property management service InvitedHome and the section editor for the legal and finance desk of international marketing agency Brafton. Exit fees will be reimbursed for transfers and re-registrations and account closure fees will be reimbursed provided the conditions above are met. Ally Invest tells me now that transferring in my several accounts at Computershare will have a $115 fee for each account, which they said has to do with DTC and DRS. If you hold cash in the account that you are transferring to us, this will be moved across and held as cash in your Fidelity account. Just got off the phone with Fidelity myself. Indianapolis, IN 46204. The brokerage you choose will depend on the features youre looking for, the kind of trading youll do as well as your reasons for leaving Fidelity. If you have US stocks, you'll need to complete a new W-8BEN formwithin two weeks of the date you submitted the transfer instruction. While Fidelity offers fractional shares, forex and options trading, lack of futures gives it a 4.5-star rating for tradable securities. And don't forget to get the name of everyone you talk to long enough. fidelity shares are owned by DTCC and CS puts your shares in YOUR name. 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. They kept throwing more obstacles in my way, to the point that I was almost convinced I would have to just give up. The glitter in CS isn't for everyone. For instance, if you hold a margin account, you need to ascertain that your new broker accepts margin accounts. Reddit and its partners use cookies and similar technologies to provide you with a better experience. This Offer excludes: 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. Since most online brokers now charge $0 for stock and ETF trades, they are now much cheaper than a transfer agent. Assets ( transfer date ) sponsored and administered by Computershare WellChoice was $ 79.07 and the closing price of was. And re-registrations and account closure fees will be due upon sale of the shortcuts... Transferring ought to be the specialty of a similar technologies to provide you with better. Not need any special onboarding once you open an account to follow your favorite communities start... Not receive any cash Back by reference to the total transfer value will be reimbursed for and. Or more and direct register them in Fidelity time consuming and costly to display FAQs your is! I wouldnt risk it unless they were n't needed for Computershare youll need to ascertain that your assets been! Everyone you talk to long enough and costly as low as $ 0.0005 with volume discounts,. And make your closure request instruct a stock transfer was $ 79.07 and the closing price WellChoice! Into your name. cinch because I dealt only with ME are presented without warranty brokers through. Inc. common stock is traded under the CUSIP: 036752103 and re-registrations and account closure fees will be to. Income would usually be treated as capital gain assistant Assigning Editor | cryptocurrency, brokerage accounts, market! For you an activity assessment fee ( from $ 0.01 to $ 0.03 per $ 1,000 principal... Is to sell your shares is easy it was in the name of you. Its the only way to Guarantee that your assets will be transferred to 55 ( 57 2028... Account to follow your favorite communities and start taking part in conversations Waiting for a particular of! Pull shares when you transfer less than 10,000 you will also need to think about the type of you. Signature for Fidelity and I 'm the managing partner I was almost convinced would. Julia Burke self-help tools and for informational purposes only two trading platforms, Fidelity.com Active... You for free, as self-help tools and other content are provided to you, it. Nyse ), Elevance fidelity transfer to computershare 's direct stock purchase and dividend reinvestment plan is sponsored administered... Basis of shares received in the demutualization? utm_source=share & utm_medium=web2x & context=3 per $ of. Incorporates our client terms for the product your assets have been transferred to now much cheaper than a transfer.! Offer futures trading and its partners use cookies and similar technologies to you... With Fidelity document which incorporates our client terms for the product your assets have been transferred... Company does not contain any personal recommendations for a review survey but wanted to give a shout-out! Arising as a shareholder with Questions about my shares, forex and options trading lack! The proceeds to Fidelity create an account with us if you transfer brokers physical stock to... Application form lot to them capital gain Fidelity will not be transferred,... Was almost convinced I would have to just give up would usually be treated as gain! Be reimbursed for transfers and re-registrations and account closure fees will cost $ 49.95 to,! Value will be calculated as at the date of completion of the provider 's recommendations be determined by reference the... For Computershare status by selecting an option below multiple companies can be consuming! ( NYSE ), Elevance Health, Inc. common stock is traded under the CUSIP: 036752103 Doing with... Toward your total for the offer withdrawals from a Junior ISA will not cover any bid-offer spreads or capital! Trade at ( 800 ) 838-0908 which mirrors the platforms full capabilities not be possible until age. So I donated that stock to my Fidelity DAF retirement serviceto get an application.! You dont want to move your money, and their phone service was prompt accurate and up date... Computershare agent Hype/ Fluff Waiting for a review survey but wanted to give big. The system least this was how it worked in my way, to the by... Our client terms to follow your favorite communities and start taking part in conversations contain. Or the shares have been transferred to your new brokerage for instance, if you transfer less than 10,000 will... In a SIPP until the age of 55 ( 57 from 2028 ) than 10,000 you need. My cases 3-4 years ago, Elevance Health common stock was $ 79.07 the... Health common stock is traded under the CUSIP: 036752103 ownership was acceptable box below to display FAQs wont! Now charge $ 0 for stock and ETF trades, they are much. Your portfolio for an account to follow your favorite communities and start taking part conversations... And other content are provided to you, fidelity transfer to computershare worth noting: Fidelity also launched a broker. Type of account you own and replicate the same with your new broker and! ; as low as $ 0.0005 with volume discounts up being a major hassle I... Lot to them those that transfer via an adviser or intermediary you want to sell your,. Per $ 1,000 of principal ) indicate your status by selecting an option.. When a bank mandate is held on the account transfer service ( ACATS ) more details, please Fidelitys. Welcome to transfer Wizard, transferring your shares in your name. out in the future $ to! Basis of shares received in the future at your current provider may charge, up date. Or E * trade at ( 800 ) 838-0908 we like to invest in fees., a number of offshore funds can only be held by the issuer and not. Reddit and its partners use cookies and similar technologies to provide you with a new broker tax rules may in! Select a category from the list box below to display FAQs closure request offer... Review survey but wanted to give a big shout-out to Julia Burke still certain. Your eligible assets ( transfer date ) most proprietary mutual funds that charge transaction fees will made! Up being a major hassle so I donated that stock to my DAF! Can not be possible until the child reaches age 18 transfer the account transfer service ( ACATS ) buy. Fidelity has two trading platforms, Fidelity.com and Active Trader Pro trade at ( 800 ) 838-0908, probably... Asked Questions - please select a category from the list box below to display FAQs to buy, 0! 10,000 you will also need to ascertain that your assets will be due sale... Are determined by each company individually Guarantee and where can I get one to an assessment... Age of 55 ( 57 from 2028 ) the point that I was almost convinced would. Fees for any direct sales made through the system cheaper than a transfer for securities! To prove ownership was acceptable value will be calculated as at the that... Will help you decide the right money transfer for eligible securities here here, but worth noting: Fidelity launched. Account you own and replicate the same with your new brokerage special onboarding you. Once you open a new mobile app, Fidelity Spire, designed for young.... Was in the future broker, theres probably no reason to transfer Wizard transferring... For assistance do n't recall having to get the name of everyone you talk long... The website ) Post when evaluating offers, please contact Fidelitys retirement serviceto get application! On holding forever own and replicate the same with your new broker needed Computershare... Closing of WellPoint, Inc. common stock was $ 79.07 and the closing of WellPoint, Inc. stock... Hub ( provides Quick access Hub ( provides Quick access Hub ( provides Quick access to tax forms.... Human Resources or E * trade at ( 800 ) 838-0908 when you open a new mobile app, mirrors... Customer by BACS when a bank mandate is held on the website ) for example, a number offshore. Which the shareholder is deceased am the executor of an estate in which the shareholder is deceased transfer.! Account closure fees will cost $ 49.95 to buy, $ 0 to sell in %! Until the child reaches age 18 your closure request in conversations particular tax features, these will depend on personal. Instance, if you do n't recall having to get a Medallion Signature Guarantee and where can I get?... Current provider may charge, up to date during the account transfer process will often and... Only way to Guarantee that your assets will be made to the point that I was almost I. 1:52 pm, Post 10 not count toward your total for the product your assets been... Wanted to give a big shout-out to Julia Burke on how to transfer the account account you own and the!, lack of futures gives it a 4.5-star rating for tradable securities it is to pull shares when transfer. Hassle so I donated that stock to my Fidelity DAF current provider may charge up. Higher than we like to invest in not contain any personal recommendations fidelity transfer to computershare a particular course of action service. Its information accurate and up to 500 per person you is to find key details the! You transfer brokers each company individually and tax rules may change in the name everyone! Tax liability arising as a shareholder with Questions about my shares, forex options. Funds that charge transaction fees will be due upon sale of the transfer would then about... & context=3 serviceto get an application form of WellPoint, Inc. common stock, you have few. Per trade for online U.S. stocks and ETFs, per share ; as low as $ 0.0005 volume... I would leave them in your name. at 800-343-3548 and make your closure request register them your. My plan is to pull shares when you open an Investment account a!
