BY FAR, Fidelity is the easiest and fastest broker to use to DRS.
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DRS always completed in a few days.
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Ability to use online chat for phone phobics and no on-hold time.
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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.
🦍💕🦍
I’ve never had any issues or delays DRSing from TDA. They have a pdf form I send in through the message portal on their website. A few days later, the transfer is complete with no questions asked.
I briefly tried out Fidelity for a Roth IRA but didn’t like the user interface. Think or Swim on TDA seems to have a lot more details/features. Also, I didn’t like how Fidelity’s app was constantly logging me out. On Think or Swim, I log in once per day which makes it convenient for using my phone as a live ticker viewer on a wireless charger at work.
Definitely wasn’t my experience with tda. I’m happy for you. I do hate Fidelity logging me out, but Active trader pro doesn’t do that