# U.S. Brokers DRS Path (Fidelity/Security/Verification Route)

Fidelity supports Direct Registration (DRS) of your shares to [[TRANSFER_AGENT]], the official transfer agent for [[STOCK]]. This process can be completed directly through your broker.

Key Summary:
* DRS Processing Method: Direct via phone or online chat
* Standard DRS Fee: $0
* Average processing time: 2-3 business days
* Security verification: Phone or online chat verification
* [[TRANSFER_AGENT]] account setup required: Yes

### Step 1 – Confirm Eligibility and Requirements

Before you begin:
1. Verify your shares are settled in your Fidelity account.
2. Ensure your name and address exactly match what you'll use on [[TRANSFER_AGENT]].
3. Confirm whether your account type supports DRS.
4. Note that only eligible accounts and stocks can be DRS transferred.

### Step 2 – Request the DRS Transfer

#### Online Chat Request

1. Go to https://www.fidelity.com/customer-service/contact-us and access online chat support.
2. Write: "I want to DRS transfer my [[STOCK_TICKER]] shares to [[TRANSFER_AGENT]]".
3. The transfer request can now be handled automatically without requiring a support agent.
4. Select your eligible accounts and stocks to DRS.
5. Enter the number of shares you'd like to DRS transfer.
6. If they ask questions or attempt to dissuade you, simply restate your request.

#### Phone Request

1. Call Fidelity at 800-343-3548.
2. Say: "I want to DRS transfer my [[STOCK_TICKER]] shares to [[TRANSFER_AGENT]]".
3. If they ask questions or attempt to dissuade you, simply restate your request.

### Step 3 – Broker Processing

Once the request is submitted:
* The transfer will take 2-3 business days to process.
* Your shares will no longer appear in your Fidelity account during this time.

### Step 4 – Transfer Agent Account Creation Details

#### If you don't have an existing [[TRANSFER_AGENT]] account:
Your broker and [[TRANSFER_AGENT]] will handle the transfer and create a [[TRANSFER_AGENT]] account for you. This will require an additional 2-3 business days.

#### If you have an existing [[TRANSFER_AGENT]] account:
Your broker will initiate the transfer using your name and address. A second account may be created if there are discrepancies, such as a middle initial appearing on one account but not the other. When your name and address match exactly, the transfer will complete within the standard timeframe. Otherwise, expect an additional 2-3 business days.

⚠️ Your broker may request a [[TRANSFER_AGENT]] account number. For security reasons we do not recommend providing this information to your broker. With [[TRANSFER_AGENT]] accounts, the account number serves as the "key" that enables brokers to authorize a transfer of shares out of DRS and back to the broker.

### Step 5 – [[TRANSFER_AGENT]] Account Access

[[TRANSFER_AGENT_ACCOUNT_CREATION_DETAILS]]

### Step 6 – Follow-Up and Troubleshooting

If the transfer takes longer than expected:
* Contact Fidelity at 800-343-3548 or via online chat at https://www.fidelity.com/customer-service/contact-us
* Provide your account details and transfer request date
* Contact [[TRANSFER_AGENT]] if your shares have not appeared after the expected timeframe