This is the work of many apes. Thank you, all of you for sharing this info with me! Extra shout out to u/da_squirrel_monkey, u/Working-Yesterday243 and u/PutPsychological8698. It’s like a wiki, so please let me know if anything is incorrect or outdated. And share your experiences with brokers!

DRS FAQs

Computershare FAQs

US IRAs: Come check out my IRA overview!

BROKERS THAT CAN DRS TRANSFER

  1. Ally Invest 🇺🇸 GUIDE $115 fee. Thanks u/Bonesaparte
  2. Alpaca 🇺🇲 GUIDE Thanks u/Apprehensive-Donkey3
  3. Avanza 🇸🇪 GUIDE YOU NEED A CS ACCOUNT NUMBER $30/300 SEK fee. Thanks u/MustbetheEvilTwin
  4. Avenue 🇧🇷 GUIDE US$150 fee. Thanks u/rockertseeker
  5. Baader Bank 🇩🇪 GUIDE $5 fee
  6. Bank of Scotland 🇬🇧 GUIDE $0 fee
  7. BBVA 🇲🇽 GUIDE $0 fee. Thanks u/Alarizpe
  8. BCEE 🇱🇺 GUIDE €50 fee. thanks u/luxowoman
  9. BNP Paribas 🇫🇷 GUIDE €75 fee
  10. BMO Investorline 🇨🇦 GUIDE $100 fee. Thanks u/Lacklusterbeverage
  11. Cash App 🇺🇲 GUIDE $0 fee
  12. Chase/JP Morgan 🇺🇲 GUIDE $0 fee
  13. Charles Schwab 🇺🇲 GUIDE $0 fee
  14. Charles Stanley 🇬🇧 GUIDE £50 fee. Thanks u/Hooded-Redditor
  15. CIBC 🇨🇦 GUIDE $50 fee. Thanks u/PoMo-G
  16. Citi Bank HK 🇭🇰 GUIDE YOU NEED A CS ACCOUNT NUMBER $50 fee
  17. Citi Bank US 🇺🇲 GUIDE $0 fee
  18. Crédit Mutuel 🇫🇷 GUIDE €40 fee
  19. Danske Bank 🇩🇰 GUIDE 400DKK fee. Thanks u/Ashage
  20. DIRECTA SIM 🇮🇹 GUIDE YOU NEED A CS ACCOUNT NUMBER $75 fee
  21. Disnat 🇨🇦 GUIDE $150 fee.
  22. DKB 🇩🇪 GUIDE YOU NEED A CS ACCOUNT NUMBER. $0 fee. Thanks u/TheDocJekyll69
  23. DNB 🇳🇴 GUIDE NOK2000 Fee. Thanks u/Fiksdal
  24. E*Trade 🇺🇲 GUIDE $60 fee. Thanks u/jforest1 and u/JustAnuthaLooser
  25. Fidelity 🇺🇲 GUIDE $0 fee
  26. FirsTrade 🇺🇲 GUIDE $215 Fee. Thanks u/tubaman23
  27. Flatex 🇩🇪 🇦🇹 GUIDE €80/hour fee. Thanks u/Critical-Turnover858
  28. Flink 🇲🇽 GUIDE $130 fee. Thanks u/tiacuache_bebe
  29. Halifax 🇬🇧 GUIDE $0 fee. Thanks u/Rat-Soup-Eating-MF
  30. Hatch 🇳🇿 GUIDE NZ$55 fee. Thanks u/HatchInvestTeam
  31. HSBC UK 🇬🇧 GUIDE £55 fee. Thanks u/Sgt_Bizkit
  32. IBKR/Interactive Brokers 🌎 GUIDE $5 fee.
  33. IG Australia 🇦🇺 🇿🇦 GUIDE $0 fee. Thanks u/FriskyGrub
  34. IG UK 🇬🇧 GUIDE $0 fee. Thanks u/Similar-Musician
  35. iWeb 🇬🇧 GUIDE $0 fee. Thanks u/Rat-Soup-Eating-MF
  36. LHV Bank 🇪🇪 🇷🇺 GUIDE €10 fee. Thanks u/addyzagurski
  37. Lloyds 🇬🇧 GUIDE $0 fee. Thanks u/Rat-Soup-Eating-MF
  38. LPL Financial 🇺🇲 GUIDE $25 Fee?
  39. Lynx 🇳🇱 🇧🇪 🇫🇷 🇩🇪 🇨🇿 🇵🇱 🇸🇰 🇫🇮 GUIDE $5 fee
  40. M1 Finance 🇺🇲 GUIDE $115 fee
  41. Merrill Edge 🇺🇲 GUIDE $25 fee. Thanks u/Strooticus
  42. MeXeM 🇳🇱 🇧🇪 🇩🇪 🇦🇹 🇮🇹 🇨🇾 GUIDE $5 fee. Thanks u/patrickvl
  43. Morgan Stanley 🇺🇲 GUIDE $0 fee. Thanks u/RealPropRandy
  44. Nabtrade 🇦🇺 GUIDE $0 fee
  45. National Bank 🇨🇦 GUIDE US$150 fee
  46. Navy Federal Credit Union (NFCU) 🇺🇲 GUIDE $55 fee. Thanks u/OccasionQuick
  47. Pearler 🇦🇺 GUIDE $55 fee
  48. Philips Securities (POEMS) 🇸🇬 GUIDE SG$53.50 + US$50 fee
  49. PostFinance 🇨🇭 GUIDE $200 fee
  50. Public.com 🇺🇲 GUIDE $100 fee. Thanks u/Spelunkingpunk
  51. QTrade 🇨🇦 GUIDE $300 fee. Thanks u/Toxsic99
  52. Questrade 🇨🇦 GUIDE $300 fee
  53. Rabo Bank 🇳🇱 GUIDE €55 fee
  54. Raiffeisen 🇦🇹 🇨🇭 🇩🇪 🇦🇱 🇷🇴 🇧🇬 🇨🇿 🇭🇺 🇷🇺 🇷🇸 🇺🇦 GUIDE YOU NEED A CS ACCOUNT NUMBER. 86.14CHF fee (inc. VAT). Thanks u/unasinni
  55. RBC 🇨🇦 GUIDE $50 fee
  56. Revolut 🇪🇺 GUIDE (temporarily unable to transfer) $55 fee. Thanks u/bennysphere and u/AbuseUDna
  57. S Broker 🇩🇪 GUIDE YOU NEED A CS ACCOUNT NUMBER. $0 fee
  58. Saxo trader 🌎 GUIDE $25 fee
  59. Scotia iTrade 🇨🇦 GUIDE $100 fee
  60. Seibert 🇺🇲 GUIDE $0 fee
  61. SOFi 🇺🇲 GUIDE $115 fee
  62. Sparkasse 🇩🇪 GUIDE YOU NEED A CS ACCOUNT NUMBER. $0 fee
  63. Sproutfi 🇧🇷 GUIDE $55 US fee
  64. Stake 🇦🇺 GUIDE $200 fee
  65. Stockal 🇮🇳 GUIDE $0 or $130 fee
  66. SuperHero 🇦🇺 GUIDE $115 fee. Thanks u/nas_tsoftg
  67. Swissquote 🇨🇭 GUIDE $200 fee
  68. T. Rowe Price 🇺🇲 GUIDE $15 fee
  69. TastyTrade 🇺🇲 GUIDE $115 fee
  70. TD Ameritrade 🇺🇲 GUIDE $0 fee
  71. TD Canadatrust 🇨🇦 GUIDE $80 fee
  72. TIAA Brokerage 🇺🇲 GUIDE $30 fee. Thanks u/daa4th
  73. TradeStation 🌏 GUIDE $25 fee. Thanks u/HelloYouBeautiful
  74. TradeZero 🇺🇲 GUIDE $250 fee
  75. UBS 🌏 GUIDE $0 fee
  76. US Bank 🇺🇲 GUIDE $0 fee. Thanks u/AccidentallySnide
  77. Vanguard 🇺🇲 GUIDE $0 fee. Thanks u/andersennavy
  78. Volksbank 🇩🇪 GUIDE €25-€30 fee. Thanks u/Antilles2
  79. WealthSimple 🇨🇦 GUIDE $304 fee
  80. Webull 🇺🇲 GUIDE $115 fee
  81. Wells Fargo 🇺🇲 GUIDE $0 fee
  82. Westpac 🇦🇺 GUIDE $10 fee
  83. XTB 🌏 GUIDE $25 USD fee

NOT YET POSSIBLE ^(Apes coming for you)^

  1. 1822direkt 🇩🇪 NO DRS, but can transfer out
  2. ABN AMRO 🇳🇱 GUIDE €30 fee. There is a way out
  3. Acorns 🇺🇲 GUIDE $50 fee. There is a way out
  4. AJ Bell 🇬🇧 GUIDE £0 fee. There is a way out
  5. ANZ 🇦🇺 GUIDE $100 fee. There is a way out
  6. Banca Sella 🇮🇹 GUIDE There is a way out
  7. Belfius 🇧🇪 GUIDE There is a way out
  8. Bendigo Bank 🇦🇺 GUIDE There is a way out
  9. Bolero 🇪🇺 GUIDE There is a way out. €50 fee. Thanks u/Anth_o_ny
  10. Bourse Direct 🇫🇷 GUIDE There is a way out
  11. Capital.com 🌎 GUIDE Capital do not do transfers, but there is a way out
  12. CMC Markets 🇦🇺 GUIDE AU$100 fee. There is a way out
  13. Comdirect 🇩🇪 GUIDE There is a way out. €25 fee
  14. Commerzbank 🇩🇪 GUIDE There is a way out. €150 fee
  15. Commsec 🇦🇺 GUIDE There is a way out. $0 fee
  16. Consors Bank 🇩🇪 GUIDE There is a way out. €30-€45 fee
  17. CREDEM Banca 🇮🇹 GUIDE There is a way out
  18. Dad.at 🇦🇹 GUIDE There is a way out. €? fee
  19. DeGiro 🇪🇺 GUIDE There is a way out. Thanks u/Working-Yesterday243 and u/Quetzacoal. €56 fee.
  20. Deutsche Bank 🇩🇪 GUIDE There is a way out. €? fee
  21. EasyBourse 🇫🇷
  22. Elana Trading 🇧🇬 GUIDE There is a way out. €25, or 12BGN + 1% market value fee
  23. Erste Bank 🇦🇹 🇪🇺 GUIDE There is a way out. €49,75 fee
  24. Etoro 🌏 GUIDE Etoro do not do transfers, but there is a way out
  25. Exante 🇲🇹 🇨🇾 🇪🇺 GUIDE €150 fee. There is a way out
  26. Fidelity UK 🇬🇧 GUIDE There is a way out. Thanks u/thesakar
  27. Fineco 🇮🇹 🇪🇺 GUIDE There is a way out
  28. Freetrade 🇬🇧 GUIDE Freetrade can transfer US stocks in, but do not allow transfers out. But there is a way out
  29. Futubull 🇭🇰 GUIDE There is a way out. Thanks u/ggame0598
  30. GBM 🇺🇲 🇲🇽 GUIDE There is a way out
  31. Gotrade 🇺🇲 GUIDE Gotrade do not do transfers, but there is a way out
  32. Hargreaves Lansdown 🇬🇧 GUIDE There is a way out. Thanks u/Maleficent-Rub-4805
  33. HSBC HK 🇭🇰 GUIDE There is a way out. Thank you u/ggame0598 for this info
  34. INDMoney 🇮🇳 NO DRS, but can transfer out. Thanks u/vlskh
  35. ING 🇳🇱 🇪🇺 GUIDE There is a way out
  36. Interactive Investor 🇪🇺 GUIDE There is a way out
  37. Intesa 🇮🇹 GUIDE There is a way out. Thanks u/Far_Limit6592
  38. Keytrade 🇧🇪 GUIDE €35+VAT fee. There is a way out
  39. Lightyear 🇬🇧 GUIDE Lightyear do not do outbound transfers, but there is a way out
  40. moomoo 🇸🇬 NO DRS, but can transfer out
  41. Ninety Nine 🇪🇸 GUIDE There is a way out. €? fee
  42. Nordnet 🇸🇪 GUIDE There is a way out. €50 fee
  43. OnVista 🇩🇪 GUIDE There is a way out. €? fee
  44. OpenBank 🇪🇸 GUIDE There is a way out. €? fee
  45. Postbank 🇩🇪 GUIDE There is a way out. €0 fee. Thanks u/FrankiHollywood
  46. Rakuten Securities 🇯🇵 GUIDE There is a way out. $? fee
  47. Renta 4 🇨🇱 GUIDE There is a way out. €? fee
  48. Robinhood 🇺🇲 GUIDE There is a way out. $75 fee
  49. Santander 🇪🇺 GUIDE There is a way out. $0 fee
  50. Scalable Capital 🇪🇺 GUIDE There is a way out! Thanks u/Lorunification
  51. SEB Bank 🇪🇺 GUIDE There is a way out
  52. SelfWealth 🇦🇺 GUIDE There is a way out. $110 fee
  53. Sharesies 🇳🇿 GUIDE Sharesies do not do transfers, but there is a way out
  54. SmartBroker 🇩🇪 GUIDE There is a way out. €? fee
  55. SoFi HK 🇭🇰 GUIDE $150 fee. There is a way out
  56. St. George 🇦🇺 GUIDE AU$100 fee. There is a way out
  57. Stash 🇺🇲 GUIDE There is a way out
  58. Stockpile 🇺🇲 GUIDE There is a way out
  59. Swedbank 🇪🇺 GUIDE There is a way out
  60. T212 🇪🇺 GUIDE T212 do not do transfers, but there is a way out
  61. Tiger Broker 🇸🇬 GUIDE There is a way out. $150 fee
  62. Trade Republic 🇪🇺 GUIDE There is a way out
  63. Tradernet 🇪🇺 GUIDE There is a way out. $60 fee
  64. Vested 🇮🇳 NO DRS, but can transfer out. Thanks u/vlskh
  65. Wealthfront 🇺🇲 GUIDE $0 fee. There is a way out
  66. Wombat 🇬🇧 GUIDE Wombat do not do transfers, but there is a way out
  67. X-O 🇬🇧 GUIDE There is a way out. £15 fee
  68. Zaba 🇭🇷 GUIDE There is a way out. Thanks u/femanon_cro

US IRAs: Come check out my IRA overview!

AUSSIE SUPERANNUATIONS

  • bibic_jr@lemmy.whynotdrs.orgOPMEnglish
    1·
    1 year ago

    Yeah getting cost basis outside of the US is just about impossible! I’m surprised they even sent you the docs to do it yourself! The important thing is keeping a hold of your transaction statements from questrade. That’s enough to prove your cost basis when it comes to it.

    That’s super annoying for you mum. The broker should have waited for the dividend shares to settle before making the transfer! Clearly trying to squeeze a bit of extra cash out of people through bad service. Can’t believe it took so long to get the refund as well! You should have been able to charge interest for it. I guarantee they would if it were the other way around!

    Anyway well done on getting out of there and for helping your mum do the same! That’s some dedication right there.