If you've ONLY transferred shares directly from a broker > CS, they should all be 100% BOOK.
The only time you should have a "Plan" would be if you made purchases directly through CS via one-time or recurring purchases and have opted into the DRIP (Dividend Reinvestment Plan).
Login to CS to verify, but, you should be good to go if no direct purchases/fractional shares are in there.
BOOK > PLAN
Terminate Plan/DRIP and go 100% BOOK for maximum pain and limited borrowing.
I DRS from fidelity and WEBULL, haven’t looked back. Do I need to go in and change? Supposedly everything transferred as pure book.
WEBULL charged me $200….. crooks.
Also make sure to terminate your "Dividend Reinvestment Plan (DRIP)".
Heres step by step instructions how to make sure your account is on PureDRS.
https://www.drsgme.org/terminating-from-directstock
Is computershare a based brokerage & clearinghouse? I'm looking for a better place to put my stuff
If you've ONLY transferred shares directly from a broker > CS, they should all be 100% BOOK.
The only time you should have a "Plan" would be if you made purchases directly through CS via one-time or recurring purchases and have opted into the DRIP (Dividend Reinvestment Plan).
Login to CS to verify, but, you should be good to go if no direct purchases/fractional shares are in there.