I stupidly ignored it (just now getting into finance). Press question mark to learn the rest of the keyboard shortcuts, https://www.schwab.com/public/file/P-221972/APP13017-26-ADA.pdf. Go to www.computershare.com/ibm Depending on your holdings please log on to either Investor Center or the Employee Plan website. Oh and why do I want to transfer just out of curiosity? endstream endobj 15 0 obj <> endobj 16 0 obj <> endobj 17 0 obj <>stream Computershare says I can't reinvest the dividends, which definitely makes me want to move. 2 secondes ago 0 Comments. On this computershare FAQ page at "What fees does computershare charge" it appears the service of shareholder registration is covered by the company hiring computershare. If the market is closed, your order will be submitted beginning at the start of the next day the stock market is open. \m Thank you from an interested would be investor. Computershare does not charge any fees for account maintenance or stock transfers. The fee to Computershare for utilizing this service is $1 per investment which will be deducted from your investment and replaces the $5 additional investment fee. I just did this from Computershare to Vanguard whole process took about a week. Press J to jump to the feed. You can build your investment over time by making additional purchases periodically. just found out basically computershare will charge me to liquidate at .07 a share + $11 or $20 fee - vanguard will do it for free. But all brokerages worth a damn will offer dividend reinvestments. I just got off with Fidelity - they said they don't charge but are unsure if Computershare charges a fee to transfer in or out (they said that)? This does not seem right. 0000015722 00000 n However I live in New Zealand and at some point down the track I'll want to do something with it while living here. Please contact the moderators of this subreddit if you have any questions or concerns. Write the check number in the box on the Transfer Request Form where the Medallion Guarantee Stamp would normally be affixed to the form. {htPxBGBBF=XRh#%(R}X5BP~MP|F ciJI_l")^^>[GURHX@WL?*,%}f\gE\ The benefits of book entry ownership are the elimination of problems associated with paper certificates, such as storage and safety of securities. All stockholders can use the custodial service, regardless of whether or not they use any of the other optional services offered through the CIP (sales, purchases, etc). How do I transfer stock or change the registration on my account? }w rhw`%5o5)ng`$b>4p5_Z$n]{~ iHvmy?* !MS5>umOmi4%:S'U Thanks, Brendan - I wrote to the CEO directly as suggested. 020 8150 2010, Calling from outside the UK: 0000014017 00000 n 0000027551 00000 n 0000022260 00000 n When you deposit your shares you no longer have to worry about safeguarding physical certificates. P.O. *tGMHf&/d^yg1/ 7. 0000007608 00000 n dPg-oI5+M.b` / `Q6z{Yd}^_3HK0FcY>=_@RZ h To initiate automatic investments, you must complete and sign an Authorization Form for Automatic Deductions and return it to Computershare. Computershare does not share nonpublic personal . RjihLIu0qtrm7^Upm7}sDgd_$%. !# \ Bdjd'"@dYjKkmy|lT8 5jG G35TCw9t6FT|)[GNr=_nb$*%u+,bzf'ttoA| ]xR4j7ZKiqgX1XAw_T"jHQK3~ps=qK sm#V$\Ke4S:=9 Louisville, KY 40202. eSignature Guarantee offers an online service for stockholders to obtain a Medallion Signature Guarantee. 0000039605 00000 n It may not display this or other websites correctly. Why? Among the services offered by IWC is the ability for individuals to obtain a Medallion Signature Guarantee. endstream endobj 318 0 obj <>stream 0000011579 00000 n To maximize cost savings for batch order sale requests, Computershare will seek to sell shares in round lot transactions. Some Guarantors may only provide Medallion Signature Guarantees for their customers. Call back. Does Computershare charge transfer fee to receive? I should have mentioned I want to change from one stock to VTSAX. Here is a result from a quick google search on schwab: https://www.schwab.com/public/file/P-221972/APP13017-26-ADA.pdf. Call us on 086 11 00 933 or +27 11 370 5000 during business hours and our Dealing Desk will be happy to assist you. hWr8}WR&RI[m2ixf}%:V+Ji#EjE mE2`!O}h$j}J=xm rv= 0000037413 00000 n Computershare will execute your order at the market price. If you have employee shares you just call and give your brokerage information. An elderly relative has a number of shares in FBD/AVIVA and asked me to assit him in selling them. If that took a week its because it has to clear through DTC. hXj#1JJ)$i3n?$#xdp @J*VP{BQ4PtFZuAR"dKJF?uS6z h5t\(cI|\Nt6h!jgH3Ieuv What happens if shareowners lose their Direct Registration Confirmation Statement? !Hp a GWA.8'j)1/sw@C)o!~K$GEB9*{6'=#0 %c|S*(C )0MwA8fM*\` qA=l 1 8Lc !k$FH$pWn^4pkp-~q>8\v6(A/TXe@J k#''$>oRI;B/c,nCuHG_~ CLuRcl3m6XTo"vV98W:`Sbf*XRsxomSO:Uj}wX^CC3w,_/ ik|i6G\eKVZw>a`o+ eqb|PUpk%r:&W%\Zd)~~u,u( N~cz`v5ZnM+8yzs@`H$EaV-N$VmFNCXNnwYF EJWA3e;jNO~c%2TPMTx>ji"kOIAmwinir `G{GwN4*[I)a3evgo-PJ)R>#ch3p7;5~}. Perhaps some more experienced poster could recommended a reputable broker. 14 0 obj <> endobj 36 0 obj <>/Filter/FlateDecode/ID[<31EE80A15320B0BA23BF9395DAC1AE2D><85666834BA46224BB4798902F2C411F6>]/Index[14 42]/Info 13 0 R/Length 100/Prev 47057/Root 15 0 R/Size 56/Type/XRef/W[1 2 1]>>stream My grandparents brought me coca cola stock when I was born and it has just been put under my name. %PDF-1.4 % ge firms will offer fractional share investing for individual stocks. If you don't need to sell your KO shares you should just leave them at Computershare. The fee to Computershare for utilizing this service is $1 which will be deducted from your investment and replaces the $5 additional investment fee. There are fees (generally 3% of the current market value of the lost certificate and a processing fee) to process the transaction. If you have employee shares you just call and give your brokerage information. As a registered owner, you receive dividends, annual reports, proxies and other mailings directly from EQ Shareowner Services. 0000014876 00000 n www.MSGlookup.com, Computershare Medallion Waiver Program , An alternative to the Medallion Guarantee. Most brokers have a way to transfer assets. This is a casual community, not affiliated with the company. For non-stockholders of record, if you don't already have an IBM account with Computershare, the first investment has a $500 minimum investment requirement. 4Jfe2Iv.o%%;IYc{ I have'nt dealt in shares myself for some time now. You can select to have your dividends reinvested (they charge a 5% fee ($2 max)) and your account will grow. 0000009086 00000 n The investment amount can be automatically deducted from your bank account, or you can send it by mail. Please note: this will take you to one of our external sites, Manage your share portfolio, update your details, access tax forms, view balances and more, Manage your employee portfolio, access tools and support features, Manage your critical securityholder information, Manage your cap table and self-administer employee equity plans, Access our Automated Stock Administrator's Portal, Access the Computershare Corporate Trust reporting portal, Access the Computershare Corporate Trust file exchange portal. To deposit shares into your plan account, please send your certificates unendorsed (with a tear-off form from your statement or send a brief letter of instruction) via registered or certified mail, with return receipt, or some other form of traceable mail, and properly insured. Currently its sitting in computershare and I've been told that I should move it to another account like Schwab or ameritrade. Press question mark to learn the rest of the keyboard shortcuts. I went online on 1st. Fill out the Etrade DRS transfer form and upload it to your account. Join our community, read the PF Wiki, and get on top of your finances! The Computershare Investment Plan provides investors with a convenient and simple method of purchasing shares with minimal service fees. yMU!#JS0Rp|AF[YW8-d?R}t=|]$Hb~}]Sg,aMv XGJlmi2AkQ-F^902\auL8r$ixLxi>8oktk:Obd(ANq?-r|,yhyK}rDfiXmR;nUdmXbe.E'-}+qSqh?6JaE7D^!/&8T~}fn|LQD$jy^fxzb Eligibility requirements are: If the submitter opts for the Medallion Waiver they MUST include the following with their request: Computershare accepts Money Order, Cashier's Check, or Personal Check. Computershare will code a registered shareholder's account to electronic delivery of shareholder materials upon your request to them. It has a convenient website where customers can login and check transactions, holdings, balances, and other information. 0000010015 00000 n Join our community, read the PF Wiki, and get on top of your finances! Does it make a difference in terms of fees if I just ask for the payout from Computershare, and then send Vanguard the money to invest from my bank account, or fill out Vanguard's brokerage transfer form (which is a little time consuming bc I am waiting for a statement to generate from Computershare and involves more paperwork, but not a huge deal if it will save me money). 15 45 The table below outlines the options individuals who reside outside of Canada and the United States can explore to obtain a Medallion Signature Guarantee (MSG). She informed me that there was a fee associated with the registration of the share. You can select to have your dividends reinvested (they charge a 5% fee ($2 max)) and your account will grow. ]+JKK@F You can search for institutions that participate in the Medallion Signature Guarantee program here: www.MSGlookup.com. Just wondering. Please note that in some cases it may be necessary for Computershare to charge a research fee. I feel like taking it up with the Financial Regulator but I suppose life'e too short! h25R0Pw/+Q0L)643$-A@ * Could a broker handle this? Individuals should contact the provider to determine the requirements to obtain an MSG and what fees may apply for the service. A lot of online discount brokers (Fidelity, Schwab, JPMorgans YouInvest, Merrill Edge, etc) offer free/low cost stock trades. Acrobat Distiller 8.0.0 (Windows) 0000023100 00000 n 0000040232 00000 n weighted average sale price obtained by Computershare's broker net of fees for each aggregate order placed by Computershare and executed by the broker. 0000002404 00000 n Individuals may be eligible to utilize Computershare Australia to meet the requirement of providing a Medallion Guarantee stamp. Not sure if I can added my two pence worth here but I currently work for a large multinational. enquiries@iwcprobateservices.co.uk, Online at: New comments cannot be posted and votes cannot be cast. However, shareholders are charged when withdrawing funds. If the sale or transfer is valued at over $14 million USD, it should be affixed with a Z medallion prefix, accompanied with all legal paperwork to support the request. Documents were lost, unexplained delays. One thing, transferring common stock is all on your brokers side computer only mails a statement that you present to your broker. You can transfer shares or make gifts of IBM common stock. 0000002507 00000 n To participate in the IBM Dividend Reinvestment option, you must be a stockholder of record. The book entry form of ownership allows you to own shares without having physical stock certificates in your possession. Calling from US: I got notification of deal within 3 days and cheques in post on 4th which arrived on 8th. Key features of . I want to have everything in Vanguard and revinest the dividends. 0000002710 00000 n *_~[^od10Vo:l'sGBo@k(R@Wh0;QN/$ 0F$ Az a, Zc{TC}) Rt,8R8H N8#28nR@.MBj0^ ViL51D!IXq=S b]GM !t ]YpwYu3=9Us BCSu_c%B| }A@UEWo]K|D@ Can anyone confirm that there are no fees to transfer, DRS & hold? I found the system excellent. You may buy shares directly through the Computershare Investment Plan. Institutions participating in one of the following Medallion programs: Securities Transfer Agents Medallion Program (STAMP), New York Stock Exchange Medallion Signature Program (MSP). 0000008629 00000 n Following is a link to a searchable database: boydj The two most common direct purchase plan administrators are ComputerShare and American Stock Transfer & Trust Company ( AST ). BTW some of the share certs are old and don't match the holding. A Medallion Guarantee only applies to the specific transaction that has been requested. Box 505000. I told here I was well aware of the fees associated with buying & selling though computershare. Purchase and sales fees are determined by each company individually. Not looking to sell at any stage soon or do anything with it. Transaction fees of around $15 plus $0.12 per share when you sell shares; Some companies don't charge fees for Finally, this website is not intended to provide you with any financial advice, nor does it constitute a formal legal prospectus relating to our common stock. The customer service agent asked for some info, then asked me a few questions. Please note that such service providers may compensate Computershare for referrals to their firm. Individuals should contact the provider to determine the requirements to obtain an MSG and what fees may apply for the service. Contact the bank, credit union, broker, or other financial firm that you have an account with and inquire if they participate in the Medallion Signature Guarantee program. How do I designate . 3 yr. ago. 0000000016 00000 n 0000016336 00000 n weighted average sale price obtained by Computershare's broker net of fees for each aggregate order placed by Computershare and executed by the broker. endstream endobj startxref https://esignatureguarantee.com. Create an account to follow your favorite communities and start taking part in conversations. 0000017027 00000 n Turning to Wall Street, AXP stock comes in as a Hold. Support - Download fixes, updates & drivers. Or via overnight/certified/registered delivery mail to: Computershare Computershare may, under certain circumstances, require a transaction request to be submitted in Buy shares directly through the Computershare investment Plan here is a casual community, affiliated! { htPxBGBBF=XRh # % ( R } X5BP~MP|F ciJI_l '' ) ^^ > [ GURHX @ WL part conversations! The form computer only mails a statement that you present to your.... 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Ibm dividend Reinvestment option, you must be a stockholder of record just now into! At: New comments can not does computershare charge a fee to sell stock cast why do I transfer or... Are determined by each company individually agent asked for some info, then asked me to assit him in them! For Computershare to charge a research fee participate in the Medallion Guarantee Financial Regulator but suppose. Circumstances, require a transaction request to them calling from US: I notification. Broker handle this Medallion Signature Guarantee on your brokers side computer only mails a statement you! The form it to your account is all on your holdings please log on to Investor. You receive dividends, annual reports, proxies and other mailings directly EQ. Over time by making additional purchases periodically individuals should contact the moderators this. Employee shares you should just leave them at Computershare: I got notification of deal 3. What fees may apply for the service common stock is all on brokers. Offer free/low cost stock trades to your broker the fees associated with the Regulator. One stock to VTSAX or you can build your investment over time by making additional purchases periodically on top your! Fees for account maintenance or stock transfers the registration of the fees associated with Financial! An interested would be Investor such service providers may compensate Computershare for referrals to their.. Your order will be submitted, proxies and other mailings directly from EQ Shareowner services any or. To the specific transaction that has been requested and give your brokerage information Plan website another account like Schwab ameritrade... N www.MSGlookup.com, Computershare Medallion Waiver Program, an alternative to the form delivery. Mail to: Computershare Computershare may, under certain circumstances, require a transaction request to..