IRA TRANSFER CONFIRMED!!! Ape 819XXX reporting for duty. One more IRA transfer in process. Vanguard -> Ally -> CS in about 3 weeks for mailed confirmation. LFG!
Posted Nov 12, 2021, 8:30 PM UTC
Posted Nov 12, 2021, 8:30 PM UTC
Hell yeah! I did Fidelity -> Ally -> CS with my Rollover IRA. The shares should show up in CS any day now bc they disappeared from Ally yesterday. I followed u/youniversawme exactly, even their same letter and email.
Hereโs their link: https://www.reddit.com/r/Superstonk/comments/qe6wfu/drs_my_ira_shares_yes_i_believe_i_did/?utm_source=share&utm_medium=ios_app&utm_name=iossmf
Same here. He is the Moses of our time. Here to lead us to the Promised Land.
Amen ๐๐ป
When transferring to Ally, did you keep it a rollover or go with Roth/traditional? I transferred mine and kept it rollover. I hope I didnโt do it wrong ๐ฌ๐ฌ
Thatโs what I did. In u/niversawme original or second post, he sets up matching IRAs in Ally for what they had in Fidelity - Roth for Roth, traditional for traditional, so I did Rollover for Rollover
This. Is. Awesome.
Did you use u/youniversawme's steps to accomplish this?
Yes how did you do this?
Yes! King ape is my hero!
Just a couple of comments for those looking to follow the example: https://www.reddit.com/r/Superstonk/comments/qe6wfu/drs_my_ira_shares_yes_i_believe_i_did/
โ
I created a CS account and purchased a share before I started the process over a month ago. I wanted to make sure I had some place for the shares to land. It took about 5 days for the shares to leave Vanguard and show up at Ally. I followed the instructions in the link above exactly. After writing the letter of instruction, the shares left my Ally account last Friday (11/5). I kept checking my CS account everyday waiting for them to show up in my account. On Wednesday of this week I started to get a little nervous, so I called CS. They searched by my social and said that there were no other shares held other than my account with one. I then called Ally and they mentioned that the DRS process was taking a little longer than normal due to the high volume (love you apes!). They said it might take up to two weeks for them to show up. I calmed myself and decided I would just keep checking everyday and not panic. Then out of nowhere I get the letter today showing the shares were in the account. I checked my online account again, and still they weren't in there. I noticed the letter had a new account number. I started to call them about seeing if I could get the accounts combined, and then thought better of it. It probably isn't wise to combine an individual broker and IRA account together, so I've opted to leave them separate. I'm not selling any of these shares anyway, so who cares if they are easy to access or not. Just a heads up for anyone else looking to do this with their IRAs.
You can have them connect both acct numbers to one login. I also have two CS accts but both under one login.
It's likely there was some tiny difference between your Ally info and the info you used to buy a single share. Could be the different of using Matt or Matthew, a middle initial, Street or St in the address. No big deal and easily fixed if you want to stare at your sexy IRA shares online.
Yes, it will be separate accounts, due to the IRA. And if one transfers Roth and Traditional, these will be separate too. WTG, ape!!
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Did you buy your gme at vanguard or ally? Were there any FAQs you followed?
๐๐ฆ How IRA??
You son of a bitch, Iโm in!
Incredible!
๐๐ฃ๐๐ฃ
Nice shares and nice shiny ape.
I love this and you
Visibling for commentability
Woo! I opened my Ally Roth IRA yesterday and began the transfer. Can't wait to join you!!!
Hey could you recommend the best means of switching a TDSP at vanguard to an IRA able to switch to CS? I have been handling my moms portfolios and finances since an accident last year and the work around a to do general brokers wasnโt hard but I know nothing about TDSPs or IRA and such and I am hoping to be able to switch hers to an IRA so I can reallocate her portfolio before the shit storms comes and then be able to send it to CS for her. Any suggestions is appreciated, I know people have been having issues with vanguard and was hoping I could walk through the steps with her online instead of calling because unfortunately I donโt have her power of attorney due to other family stuff. Thanks in advance!
Look up in the comments. It's there
The pace of the Computershare exodus is pretty impressive. Seems like last week I was waiting for the count to surpass 500K. Itโs already creeping up on 800K now. Awesome to see
Well done, fellow ape! Welcome to the IRA DRS โ pool party!
You are an warrior
Commenting to come back
I absolutely love the fact that Ally made it easy to register retirement shares, but does nobody else have disdain for Ally's clearing house, APEX???? Same Apex that caused a lot of trouble in Jan... just saying, I don't think I trust Apex with my stash.
This is the way! DFV is not a cat! New apes, here're some intro posts.
Is DRS an IRA a taxable event?
Taxable event, selling?
Has anyone been successful in contacting the custodian - Apex? And why does Apex carry SIPC insurance to protect you like the other brokers?
!DRSBOT:840!
##DRSBOT 5.03 Reply: UTC->2021-11-12 20:32:1
โ ๏ธWITNESS REQUIRED!
Not sayin 840 is wrong...
Just sus. Cause I am a dumb bot.
*I have sent a message to the WITNESSES to check
this submission/addition with a link to this thread.*
You have shares logged from the following threads:
Current Approved Witnesses:
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Nice one!
!DRSBOT:840!
##DRSBOT 5.03 Reply: UTC->2021-11-12 20:33:4
โ 840 SHARES ADDED!
You have shares logged from the following threads:
(Are those flagged shares yours? Use :HELP! to find out...)*
-*Shares are flagged when a Witness spots something not jiving. Could be a typo. Could be a double-entry.
-*Values represent total shares apes have entered into DRSBOT.
-*Calc of AVG Shares/ape corrected in 5.01.To include your shares in the count:
! DRSBOT:XXX ! (minus spaces) --> (XXX = number of shares)
####! DRSBOT: COMMANDS (minus spaces):
:HELP! -->LIST ENTERED SHARES/AVAIL COMMANDS
:REMOVE! -->SET ONLY CURRENT POST TO ZERO
:RESET! --> SET ALL POSTS TO ZERO (START OVER)
:WITNESS! -->ALERT A WITNESS TO YOUR POST
:POETRY! --> SNAG 3 RANDOM DATA STREAM ENTRIES
:BUDDY! --> FINDS AN APE WITH MATCHING SHARE COUNTS
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