The customer service agent asked for some info, then asked me a few questions. Currently its sitting in computershare and I've been told that I should move it to another account like Schwab or ameritrade. 0000005296 00000 n If you have employee shares you just call and give your brokerage information. We get a share package and can contritbute if we wish to do so. Certificates cannot be issued for fractional shares. ZFPO1{c/'Xu%ek>>f4f>#=QOM]p+0.;Ykw0QMYjne*`vfc1c:N~-*.@.ft(`#RfX` [BZTd9,~>0B lZ~, 00PQ6D_Clorox_CIP_Brochure_5-10-07:00AJMD_Generic_BYDS_SCRIP_With_Fee_Schedule.qxd.qxd. uuid:11c7d7be-0820-4206-981f-3b3e37f2eef9 Contact Computershare (seecontact information) with any questions you may have on the plan. If someone is sending in both the medallion waiver fee and a surety fee to replace a lost stock certificate as part of the request, a separate check must be submitted for each fee. ?o0WSBR|)l}4#f3M[0L,&iYS'HUO-{a!L'Zm%+y7a$J9zbymjgq\H7;M!gyi>` >stream are subject to different fees. %PDF-1.6 % On this computershare FAQ page at "What fees does computershare charge" it appears the service of shareholder registration is covered by the company hiring computershare. I notice a lot of don't use Computershare for sales info here. 0000001478 00000 n For a good-til-cancelled (GTC) limit order (an order to sell shares when and if the stock reaches a specific price at any time while the order Physical Stock Certificates registered in the investor's name require the investor to safeguard them until the investor wishes to sell or transfer the shares. 2 secondes ago 0 Comments. hb```f``rb`e``g@ ~rt0($dD $ z|AKx503t\1EqC'S&+D!X4q'30l 3j jI The surety fee varies for each situation. All rights reserved. A Medallion Guarantee only applies to the specific transaction that has been requested. . Fill out the Etrade DRS transfer form and upload it to your account. To maximize cost savings for batch order sale requests, Computershare will seek to sell shares in round lot transactions. 0000011579 00000 n ("Computershare"), P.O Box 505039, Louisville, KY 40233-5039. endstream endobj 15 0 obj <> endobj 16 0 obj <> endobj 17 0 obj <>stream She informed me that there was a fee associated with the registration of the share. endstream endobj 181 0 obj <>/Encoding<>>>>> endobj 46 0 obj <> endobj 47 0 obj <> endobj 126 0 obj <> endobj 48 0 obj <> endobj 28 0 obj <> endobj 31 0 obj <> endobj 34 0 obj <> endobj 37 0 obj <> endobj 40 0 obj <> endobj 43 0 obj <> endobj 45 0 obj <>stream IBM's common stock may be purchased through the Computershare Investment Plan (CIP), which is sponsored by Computershare Trust Company, N.A. Not looking to sell at any stage soon or do anything with it. It's like pulling teeth getting all the paperwork/funds. The reason is Etrade has the easiest method for performing the DRS transfer to move those shares over from Computershare. You can also invest in Vanguard funds outside of Vanguard. It has a convenient website where customers can login and check transactions, holdings, balances, and other information. 0000017027 00000 n If you do not know your account number, please con-tact Computershare at the address listed at the end of this brochure or e-mail us at caregistryinfo@computershare.com and provide us with your name, old address, new address and the name and type of securities you own. + Investor FAQs . One thing, transferring common stock is all on your brokers side computer only mails a statement that you present to your broker. Overnight Correspondence should be mailed to: Computershare. 020 8150 2010, Calling from outside the UK: Some Guarantors may only provide Medallion Signature Guarantees for their customers. 0 New comments cannot be posted and votes cannot be cast. Press J to jump to the feed. 0000040232 00000 n The average American Express stock price target is . endstream endobj 319 0 obj <>stream Computershare with this account number by phone, mail, or e-mail. Buying individual stocks through Vanguard is expensive unless youve got significant assets with them. A prospectus for the CIP is available from Computershare. Stock held in "street" or "nominee name" with a broker, bank or other financial entity, is not eligible to participate in the IBM Dividend Reinvestment option. 0000000016 00000 n endstream endobj 323 0 obj <>stream Book entry shares also eliminate the requirement for physical movement of stock certificates at the time of sale or transfer of ownership. "Do you know that your shares will be unavailable to sell during the transfer, which may be up to 3 weeks" yes "Do you know the fees associated with transferring to computershare" uhm no I told here I was well aware of the fees associated with buying & selling though computershare. Sellers start by paying Goat a 9.5% commission fee, in addition to a flat $5 seller fee in the US. To request a certificate withdrawal, simply contact Computershare (seecontact information). Create an account to follow your favorite communities and start taking part in conversations. Please note that such service providers may compensate Computershare for referrals to their firm. {o9Hr{Cp4*KtN`6m"s!jz[L|Rp0. @ 15 45 www.MSGlookup.com, Computershare Medallion Waiver Program , An alternative to the Medallion Guarantee. To participate in the IBM Dividend Reinvestment option, you must be a stockholder of record. Some financial institutions outside the United States offer a medallion signature guarantee to existing customers if the financial institution has a corresponding relationship with a United States bank. Was this fidelity agent spreading FUD? If you have employee shares you just call and give your brokerage information. Please review the prospectus carefully before you decide to invest. Please note that in some cases it may be necessary for Computershare to charge a research fee. I'm executor of an estate and share sale executed on 16th of June. Askaboutmoney.com - the Irish consumer forum. I wouldn't dream of selling shares through a Company Registrar. Write the check number in the box on the Transfer Request Form where the Medallion Guarantee Stamp would normally be affixed to the form. See Alpha Prefix and associated coverage limits on table provided below. ]+JKK@F A certificate can be issued for any whole shares held by Computershare in your plan account. A Medallion Signature Guarantee stamp can be obtained at a bank, credit union, broker, or other financial firm. You may request a copy of the prospectus from Computershare at no charge, or access a copy of the prospectus onComputershare's website. (whether intentionally or not). Statements and additional information for your registered stockholder account is available on-line through Computershare. 0000039321 00000 n Computershare will execute your order at the market price. hT9gA*X ~h5b! 59 0 obj <>stream }%}.ob+.~% Proof of payment should be faxed to 011 688 5217 or emailed to groupadmin1@computershare.co.za. then i'll buy vtsax. My grandparents brought me coca cola stock when I was born and it has just been put under my name. 0000023367 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@ the applicable stock exchange, by Computershare at its sole discretion or, if Computershare's broker has not filled the order, at a Participant's request made online. I have made 2 DRS from Fidelity to CS, no fee was charged. No. i'll just have to pay capital gains at the end of the year. 0000014017 00000 n Individuals should contact the provider to determine the requirements to obtain an MSG and what fees may apply for the service. I imagine they were happy to have talked me down. 0000027551 00000 n aG:nN]uSs[T-q'YO'sF^7)9D244@x{]A7Wequ7M,)'XlN MSN 7[g9UZo This fee is deducted from the initial net purchase and is a one-time charge. Turning to Wall Street, AXP stock comes in as a Hold. You may choose to receive any dividend payments electronically, by check or you may have a portion or all of your dividends reinvested towards the purchase of additional shares. 52 0 obj <> endobj 49 0 obj <>stream 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. For a better experience, please enable JavaScript in your browser before proceeding. 0000002027 00000 n Fees will be deducted from the sales proceeds and a check for the net sales proceeds will be mailed so as to be received within 10 I've had my dad's stock that I didn't pay attention to for years - pays $30 quarterly. PScript5.dll Version 5.2.2 Sept. and sold through computershare 3 shareholdings. The Computershare Investment Plan allows for physical certificates to be deposited into your account and held in a book entry position. There is an enrollment fee to open an account with Computershare. Had terrible experience with computershare recently also. An elderly relative has a number of shares in FBD/AVIVA and asked me to assit him in selling them. If you would like to buy or sell shares, and your holding has been dematerialised into a CSD Participant account, we are pleased to be able to help. h25R0Pw/+Q0L)643$-A@ * Get direct access to the most common shareholder account transactions without having to dial a number, or login to Investor Center. Computershare is not a brokerage . }w rhw`%5o5)ng`$b>4p5_Z$n]{~ iHvmy?* !MS5>umOmi4%:S'U PO Box 505005 In the case of forgery, the financial institution providing the medallion stamp will accept liability through the Medallion program for amounts up to the associated coverage limit. Each Medallion Guarantee has a specific coverage limit that is identified by the alpha prefix on the stamp. 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)? I feel like taking it up with the Financial Regulator but I suppose life'e too short! Computershare cannot tell you what you paid (or received) for your shares, though can assist with settlement dates and share Issues. Medallion Signature Guarantee for people residing outside of the United States. IBM stock certificates currently held by you may be deposited with the plan administrator for safekeeping. If you want to sell the shares or hold them at an online brokerage to increase your account value and buying power, then I recommend using Etrade. By mail.Submit a signed letter of instruction. Computershare will code a registered shareholder's account to electronic delivery of shareholder materials upon your request to them. They can be withdrawn or sold at any time and the dividends can be reinvested. 55 0 obj <>stream How do I designate . For this purpose Computershare may XH|xM-hw+tky-yylr,imSAC+M2ic!-|HocT`/"Tpuxk~Yf3d_ll.`SEf %%EOF BTW some of the share certs are old and don't match the holding. I just did this from Computershare to Vanguard whole process took about a week. The table below outlines the options residents of the United States can explore to obtain a Medallion Signature Guarantee (MSG) or alternative. 0000001559 00000 n h}PThAv={QbYEeB$F1L3I#WQ@cA2|$5X*tg}ts{;+#.L&sK\1StH+ym<5h^'8zH8X[ fE&;pTWYg/bJIqIdKKb0'P5%21XrBQ[L Oh and why do I want to transfer just out of curiosity? You will promptly receive a statement from Computershare confirming each deposit of your shares to your book entry account. Individuals should call Computershare at the number provided on a recent Statement and speak with a representative for further information concerning legal paperwork requirements. Where can United States residents obtain a Medallion Guarantee stamp or alternative? Individuals should contact the provider to determine the requirements to obtain an MSG and what fees may apply for the service. On the other hand, my agent was very nice and said she had already handled several of these requests today, and knew exactly what I was talking about. However, you may buy and sell Class B shares through the Computershare Direct Stock Purchase and Dividend Reinvestment Plan. The money arrived - some 45 days after the trade. 0000009086 00000 n Can anyone confirm that there are no fees to transfer, DRS & hold? Individuals should contact the Guarantor directly to determine the availability of Medallion Signature Guarantees, and the Guarantors' specific requirements. In addition, the deposited shares have all the benefits of investment plan shares. Talk to a different gate keeper. Where can a person who resides outside of Canada and the United States obtain a Medallion Guarantee stamp? `'. 0000001861 00000 n I sold four lots of shares on 14 June, three through Capita Registrars and one through ComputerShare (on the honestly given advice of my stockbroker who said he couldn't compete on cost!). Does Computershare charge transfer fee to receive? Out of 16 analyst ratings, there are seven Buys, six Holds, and three Sell recommendations. %PDF-1.5 % I bet that's why they don't want to do it. 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. This is a casual community, not affiliated with the company. Where can Canadian residents obtain a Medallion Guarantee stamp? `Q6z{Yd}^_3HK0FcY>=_@RZ 0000010179 00000 n Not sure if I can added my two pence worth here but I currently work for a large multinational. 0000007608 00000 n But all brokerages worth a damn will offer dividend reinvestments. 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. It does not authorize a party to perform future transactions or to obtain account specific information. RjihLIu0qtrm7^Upm7}sDgd_$%. I found the system excellent. h25U0Pw/+QL)627)@iS(mPD$C*R"vv A boydj Instead, ComputerShare is a stock transfer agent. Calling from US: Check with your financial institution to determine if this option is available. Q. Since most online brokers now charge $0 for stock and ETF trades, they are now much cheaper than a transfer agent. 0000022709 00000 n Transfer Agent vs Broker Summary 0000023100 00000 n Through none of my research did I see that. Learn about budgeting, saving, getting out of debt, credit, investing, and retirement planning. 3 yr. ago. Anything I should know/avoid? However, shareholders are charged when withdrawing funds. Please contact the moderators of this subreddit if you have any questions or concerns. Louisville, KY 40202. eSignature Guarantee offers an online service for stockholders to obtain a Medallion Signature Guarantee. Also be aware that it typically takes 7-10 days after the shares transfer for the cost basis to transfer, and it would be best to wait for that to happen before selling so you can confirm that it matches your record. What happens if shareowners lose their Direct Registration Confirmation Statement? Press question mark to learn the rest of the keyboard shortcuts. hTmk@+^N %PDF-1.4 % Most companies pay the dividend reinvestment fee for you(not computershare but the company you have stock in) the fees are also ffferent for each company. Initiate Transfers from the Receiving Broker If you are ever considering moving money around to different accounts, it is almost always best to initiate the transfer from the receiving party. Go to www.computershare.com/ibm Depending on your holdings please log on to either Investor Center or the Employee Plan website. 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). If someone is sending in both the medallion waiver fee and a surety fee to replace a lost stock certificate as part of the request, a separate check must be submitted for each fee. just found out basically computershare will charge me to liquidate at .07 a share + $11 or $20 fee - vanguard will do it for free. Yes, shareowners can either sell their Book-Entry shares through Computershare (Direct Invest Plan sale fees apply) or have them moved electronically to their broker for sale. 0000036928 00000 n xref The questions were, "Do you know computershare is not a broker" yes, "Do you know that your shares will be unavailable to sell during the transfer, which may be up to 3 weeks" yes, "Do you know the fees associated with transferring to computershare" uhm no. 0000012810 00000 n Here is a result from a quick google search on schwab: https://www.schwab.com/public/file/P-221972/APP13017-26-ADA.pdf. You can sell any book entry shares being held for you through the plan. hbbd``b`$@` BA 9+H0 "Dx k With a regular broker, you buy and sell directly from the "other party," the seller if you're buying and the buyer if you're selling. Apparently they aim to respond within a week but the regulator allows them 2 months. Call back. To maximize cost savings for batch order sale requests, Computershare will seek to sell shares in round lot transactions. A periodic statement of account is provided reflecting the number of book entry shares registered in your name and held by Computershare. 67(Nse6bTW]v?}_\7ezd^/zFev74E;ouW7//&Z_>H)e[w"9s~vc5'myO/>zy4|9|xjbAu]f^~^m-|wvb^Ye1O8CQ&$ @ Thanks. 1 844 782 6763, Online at: \m To say they were icompetent would be complimentary. *tGMHf&/d^yg1/ 7. And was I aware there is a limit to sell on Computershare, etc. *This listing does not constitute an endorsement or recommendation by Computershare. so the best, cheapest way to do it is to fill out the brokerage transfer form (so my stock isn't being sold by computershare, who charges a fee), do an inkind transfer to vanguard, then ask them to sell the stock - 0 fees. I'm hoping it's more of a fee per transaction as opposed to each share. hXj#1JJ)$i3n?$#xdp @J*VP{BQ4PtFZuAR"dKJF?uS6z h5t\(cI|\Nt6h!jgH3Ieuv CRH, then CRH would welcome feedback if they are not doing it right. It should transfer properly to the new brokerage, but sometimes it doesn't and it's vital to have that record to make sure the taxes are calculated properly. Press J to jump to the feed. Send all required documents via regular mail to: Computershare Following is a link to a searchable database: No fee. Computershare does not charge any fees for account maintenance or stock transfers. To initiate automatic investments, you must complete and sign an Authorization Form for Automatic Deductions and return it to Computershare. Why? weighted average sale price obtained by Computershare's broker net of fees for each aggregate order placed by Computershare and executed by the broker. 1996 - 2023 Computershare Limited. 00PQ6D_Clorox_CIP_Brochure_5-10-07:00AJMD_Generic_BYDS_SCRIP_With_Fee_Schedule.qxd.qxd You are using an out of date browser. Join our community, read the PF Wiki, and get on top of your finances! Edit and TDLR: Getting downvoted so I have to clarify I just want to know if anyone had the experience of paying fees at any point and to say Fidelity is definitely trying to stem the tide in some way even if they are not blocking. 2010-07-06T12:06:05-04:00 Got an immediate response by email and a promise that the money was on its way. Documents were lost, unexplained delays. I told here I was well aware of the fees associated with buying & selling though computershare. 0000032198 00000 n hT0Pw/+Q02L)65))#(m!vv o Automatic investment enables you to pre-authorize Computershare to purchase additional shares each month by electronically debiting your check or savings account at a U.S. financial institution. Would not recommend them. Both are cheaper than StockX's fees of 10% and $9, but still pricey. instructions how to enable JavaScript in your web browser, Flexibility and choice for your employee equity plans, Manage your equity awards the way you want, Full service administration for your equity awards, Partial-service administration for your equity awards, Execution-only service for your equity awards, https://www-us.computershare.com/Investor/#Help/PrintableForms, www.iwcprobateservices.co.uk/overseas-probate-medallion-guarantee, Georgeson Proxy Solicitation and Consulting, KCC Bankruptcy and Class Action Administration, Residents of The Bahamas and the United Kingdom, A check for $50, payable to Computershare, and, A copy of a government-issued photo ID such as a passport or drivers license the ID must be of the person signing the form, Check for $50 payable to Computershare and. Ililisister 3 yr. ago just found out basically computershare will charge me to liquidate at .07 a share + $11 or $20 fee - vanguard will do it for free. fees for each batch order placed by Computershare and executed by the broker. Additional share purchases may be made by sending a check or money order payable to "Computershare-IBM", for as little as $50, up to a yearly investment limit of $250,000, to Computershare Trust Company, N.A., IBM, PO Box 6006, Carol Stream, IL 60197-6006. 0000009627 00000 n Computershare contact details are available at our Key Contacts page. i'll just have to pay capital gains at the end of the year. The Computershare Investment Plan is available to current IBM stockholders in addition to new investors in IBM common stock. h23T0P041W04Tw/ The Computershare Investment Plan is available to current IBM stockholders in addition to new investors in IBM common stock. 2010-07-06T12:06:05-04:00 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). <<8155FE88631ABC4598430DBCD6210C80>]/Prev 58275>> For this purpose Computershare may If ComputerShare are offering a share dealing service for the shareholders of one of their clients, e.g. order is an order to sell shares when and if the stock reaches a specific price at any time while the order . Could a broker handle this? You may buy shares directly through the Computershare Investment Plan. Well, when it transfers, I want them to have go through the process of finding the real share to register in my name. I assume the $s not in a retirement or other restricted account. endstream endobj 320 0 obj <>stream trailer The ETF is down 7% over the past year, as rising interest rates and tighter economic conditions have dampened the appetite . If you own your shares through a bank or brokerage firm, you should contact that firm. The . endstream endobj 16 0 obj <> endobj 17 0 obj <> endobj 18 0 obj <>/Font<>/ProcSet[/PDF/Text]>> endobj 19 0 obj <> endobj 20 0 obj <> endobj 21 0 obj <> endobj 22 0 obj <> endobj 23 0 obj <> endobj 24 0 obj <>stream As a registered owner, you receive dividends, annual reports, proxies and other mailings directly from EQ Shareowner Services. Because it's a competitive world and brokerages want your money badly. The book entry form of ownership allows you to own shares without having physical stock certificates in your possession. Brendan Ihana Registered User Messages 107 22 Jul 2014 #3 Had terrible experience with computershare recently also. It may not display this or other websites correctly. 14 0 obj <> endobj Thank you from an interested would be investor. If the value of the transaction exceeds the limit, the MSG will be rejected. Thanks, Brendan - I wrote to the CEO directly as suggested. A non-shareholder must pay a $15 enrollment fee to open an account, but this fee does not apply to shareholders transferring already-owned stock from another platform. 0 In addition, none of the information set forth on this website constitutes a recommendation to invest in our common stock. 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)? 462 South 4th Street, Suite 1600 uuid:a381ec5a-cb37-4b37-9da4-9f2be967431f weighted average sale price obtained by Computershare's broker net of fees for each aggregate order placed by Computershare and executed by the broker. Documents were lost, unexplained delays. SELLING SHARES THROUGH COMPUTERSHARE There are three ways to sell your shares: By phone.Call 1-800-305-9404. Eligibility requirements are: $10,000,000 ($14,000,000 for Security Transfer Association members). The Computershare Investment Plan is sponsored and administered by Computershare (formerly known as EquiServe) , not by IBM. Computershare is not a brokerage and does not have a set fee for the purchase or sale of stock. When you deposit your shares you no longer have to worry about safeguarding physical certificates. Box 505000. Or, use our new online dealing desk to sell your shares Go to Online Share Dealing Not a great way to do business though - I'll have to wait and see if it actually arrives as promised! yMU!#JS0Rp|AF[YW8-d?R}t=|]$Hb~}]Sg,aMv XGJlmi2AkQ-F^902\auL8r$ixLxi>8oktk:Obd(ANq?-r|,yhyK}rDfiXmR;nUdmXbe.E'-}+qSqh?6JaE7D^!/&8T~}fn|LQD$jy^fxzb

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