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.

🦍💕🦍

  • MozooZ@lemmy.whynotdrs.orgEnglish
    4·
    1 year ago

    I’ve found Fidelity to be far, far, far easier than TD Ameritrade, for what that’s worth.

    Definitely recommend Fidelity if someone is going to use a brokerage. Never had a problem with the app or the desktop site and the auto-chat (no dealing with customer service peoples) feature is extremely easy to use.