endstream endobj 319 0 obj <>stream }w rhw`%5o5)ng`$b>4p5_Z$n]{~ iHvmy?* !MS5>umOmi4%:S'U You can also invest in Vanguard funds outside of Vanguard. Support - Download fixes, updates & drivers. 462 South 4th Street, Suite 1600 Not sure what Compushare is, but either way should work, as either way you'll want to sell the stocks and buy index funds. 0000012810 00000 n A certificate can be issued for any whole shares held by Computershare in your plan account. 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. 0000037413 00000 n Press J to jump to the feed. Because it's a competitive world and brokerages want your money badly. 0000014876 00000 n The Computershare Investment Plan allows for physical certificates to be deposited into your account and held in a book entry position. Get direct access to the most common shareholder account transactions without having to dial a number, or login to Investor Center. Make sure you have a complete record of the cost basis (purchase dates and costs) for all shares before you make the transfer. I want to have everything in Vanguard and revinest the dividends. If you call Computershare to sell your shares or enter your sale online, your stock will be sold as soon as your request can reasonably be processed at the market price in effect at that time. Askaboutmoney.com - the Irish consumer forum. 0000040028 00000 n She informed me that there was a fee associated with the registration of the share. A periodic statement of account is provided reflecting the number of book entry shares registered in your name and held by Computershare. All rights reserved. 0000001196 00000 n To maximize cost savings for batch order sale requests, Computershare will seek to sell shares in round lot transactions. 0000010015 00000 n *tGMHf&/d^yg1/ 7. 0000017027 00000 n Would not recommend them. boydj IBM's common stock may be purchased through the Computershare Investment Plan (CIP), which is sponsored by Computershare Trust Company, N.A. By Internet.Go to www.computershare.com. 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. There are fees (generally 3% of the current market value of the lost certificate and a processing fee) to process the transaction. 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. Computershare will code a registered shareholder's account to electronic delivery of shareholder materials upon your request to them. endstream endobj 318 0 obj <>stream For this purpose Computershare may combine each selling shareholder's shares with those of other selling shareholders. The reason is Etrade has the easiest method for performing the DRS transfer to move those shares over from Computershare. You can transfer shares or make gifts of IBM common stock. Computershare is awful. 0000002027 00000 n The surety fee varies for each situation. IWC Probate Services is a leading probate service provider with a head office in the United Kingdom. Go to www.computershare.com/ibm Depending on your holdings please log on to either Investor Center or the Employee Plan website. I wouldn't dream of selling shares through a Company Registrar. 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. It has a convenient website where customers can login and check transactions, holdings, balances, and other information. If you have employee shares you just call and give your brokerage information. i'll just have to pay capital gains at the end of the year. 0000022260 00000 n hTmk@+^N I've had my dad's stock that I didn't pay attention to for years - pays $30 quarterly. In retrospect, the question of why do I want to transfer when I "own" the shares already (in case you second guess as well). 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. Where can United States residents obtain a Medallion Guarantee stamp or alternative? If the value of the transaction exceeds the limit, the MSG will be rejected. Documents were lost, unexplained delays. Sellers start by paying Goat a 9.5% commission fee, in addition to a flat $5 seller fee in the US. Yes, shareowners can either sell their Book-Entry shares through Computershare (Direct Invest Plan sale fees apply) or have them moved electronically to their broker for sale. She did have to get supervisor approval too. endstream endobj 181 0 obj <>/Encoding<>>>>> endobj 46 0 obj <> endobj 47 0 obj <> endobj 126 0 obj <> endobj 48 0 obj <> endobj 28 0 obj <> endobj 31 0 obj <> endobj 34 0 obj <> endobj 37 0 obj <> endobj 40 0 obj <> endobj 43 0 obj <> endobj 45 0 obj <>stream Join our community, read the PF Wiki, and get on top of your finances! 59 0 obj <>stream ge firms will offer fractional share investing for individual stocks. h25U0Pw/+QL)627)@iS(mPD$C*R"vv A How do I designate . 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. 2 secondes ago 0 Comments. There is an enrollment fee to open an account with Computershare. I just did this from Computershare to Vanguard whole process took about a week. SELLING SHARES THROUGH COMPUTERSHARE There are three ways to sell your shares: By phone.Call 1-800-305-9404. 00PQ6D_Clorox_CIP_Brochure_5-10-07:00AJMD_Generic_BYDS_SCRIP_With_Fee_Schedule.qxd.qxd 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. 317 0 obj <>stream Buying individual stocks through Vanguard is expensive unless youve got significant assets with them. I have made 2 DRS from Fidelity to CS, no fee was charged. Book entry shares also eliminate the requirement for physical movement of stock certificates at the time of sale or transfer of ownership. Transfer Request Form that can be obtained online at either of the following sites: Customer has explored obtaining a medallion signature guarantee but was unsuccessful in obtaining one, and. Calling from UK: However, shareholders are charged when withdrawing funds. application/pdf Learn about budgeting, saving, getting out of debt, credit, investing, and retirement planning. 0000039605 00000 n 2010-07-06T12:06:05-04:00 For this purpose Computershare may startxref Proof of payment should be faxed to 011 688 5217 or emailed to groupadmin1@computershare.co.za. Computershare will sell full and fractional shares on your behalf. I assume the $s not in a retirement or other restricted account. I should have mentioned I want to change from one stock to VTSAX. i'll just have to pay capital gains at the end of the year. 0000004950 00000 n xref Please note that such service providers may compensate Computershare for referrals to their firm. endstream endobj 321 0 obj <>stream so the best, cheapest way to do it is to fill out the brokerage transfer form (so my stock isn't being sold by computershare, who charges a fee), do an inkind transfer to vanguard, then ask them to sell the stock - 0 fees. Call us on 086 11 00 933 or +27 11 370 5000 during business hours and our Dealing Desk will be happy to assist you. Please review the prospectus carefully before you decide to invest. XBI has had a fairly quiet 2023 so far, with a 1.7% gain year-to-date. To request a certificate withdrawal, simply contact Computershare (seecontact information). 0000040232 00000 n You will promptly receive a statement from Computershare confirming each deposit of your shares to your book entry account. h}PThAv={QbYEeB$F1L3I#WQ@cA2|$5X*tg}ts{;+#.L&sK\1StH+ym<5h^'8zH8X[ fE&;pTWYg/bJIqIdKKb0'P5%21XrBQ[L By mail.Submit a signed letter of instruction. 15 0 obj <> endobj 0000008629 00000 n "Do you know that your shares will be unavailable to sell during the transfer, which may be up to 3 weeks" yes "Do you know the fees associated with transferring to computershare" uhm no I told here I was well aware of the fees associated with buying & selling though computershare. 1996 - 2023 Computershare Limited. For more information, please call 1-800-631-2355 or visit computershare.com/verizon. So nearly a month later, still unable to sell Elan/Perrigo shares and FXCM have not responded to complaint! Press J to jump to the feed. If you would like to sell shares you already hold, you can use Investor Trade, Computershare's online share sale facility for issuer sponsored securityholdings. ]+JKK@F All IBM common stockholders of record, including those who hold IBM stock certificates, are automatically eligible to participate in the CIP. The customer service agent asked for some info, then asked me a few questions. If the market is closed, your order will be submitted beginning at the start of the next day the stock market is open. 0000032198 00000 n hb```f``rb`e``g@ ~rt0($dD $ z|AKx503t\1EqC'S&+D!X4q'30l 3j jI Create an account to follow your favorite communities and start taking part in conversations. 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. 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). Key features of . 0000032589 00000 n 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. Computershare may, under certain circumstances, require a transaction request to be submitted in Oh and why do I want to transfer just out of curiosity? Louisville, KY 40202. eSignature Guarantee offers an online service for stockholders to obtain a Medallion Signature Guarantee. h Thanks. 0000000016 00000 n 0000002608 00000 n A lot of online discount brokers (Fidelity, Schwab, JPMorgans YouInvest, Merrill Edge, etc) offer free/low cost stock trades. 0000007608 00000 n 0000006466 00000 n 0044 20 8150 2010, Send email enquiries to: IBM stock certificates currently held by you may be deposited with the plan administrator for safekeeping. The . 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. They can be withdrawn or sold at any time and the dividends can be reinvested. I found the system excellent. You must log in or register to reply here. The money arrived - some 45 days after the trade. However, you may buy and sell Class B shares through the Computershare Direct Stock Purchase and Dividend Reinvestment Plan. 0 0000027917 00000 n 0000027551 00000 n Some NPCs are worthless. (whether intentionally or not). 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. Computershare will execute your order at the market price. You can sell any book entry shares being held for you through the plan. Was this fidelity agent spreading FUD? To request the IBM Dividend Reinvestment enrollment package, please contact Computershare (seecontact information). 0000001559 00000 n The plan is designed to provide individuals with a simple and convenient method to purchase, hold and sell IBM common stock by offering a variety of flexible services to aid in managing your investment. Not a great way to do business though - I'll have to wait and see if it actually arrives as promised! Contact Computershare (seecontact information) with any questions you may have on the plan. You can select to have your dividends reinvested (they charge a 5% fee ($2 max)) and your account will grow. Computershare with this account number by phone, mail, or e-mail. Louisville, KY 40233-5005. Sept. and sold through computershare 3 shareholdings. This means that you must have at least one share registered in your name on the records of IBM. Our shares are dealt with Computershare USA and I have found them very effective, efficient and once shares are sold funds are usually in my account in approx 3-4 working days. \m The fee to Computershare for utilizing this service is $1 which will be deducted from your investment and replaces the $5 additional investment fee. Turning to Wall Street, AXP stock comes in as a Hold. Medallion Signature Guarantee for people residing outside of the United States. 0000015722 00000 n 0000002507 00000 n Computershare contact details are available at our Key Contacts page. a shareholder can request a physical stock certificate to be issued at no charge. ?o0WSBR|)l}4#f3M[0L,&iYS'HUO-{a!L'Zm%+y7a$J9zbymjgq\H7;M!gyi>` >stream 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. Purchase and sales fees are determined by each company individually. uuid:11c7d7be-0820-4206-981f-3b3e37f2eef9 You will be able to reinvest all or part of your dividends, and you will be able to make additional voluntary cash purchases by check or by automatic withdrawal from your bank account. "> 6wH/j (0b``:{ }I If you own your shares through a bank or brokerage firm, you should contact that firm. Shares purchased through the CIP will be held in book entry form at Computershare. The fee to Computershare for utilizing this service is $1 per investment which will be deducted from your investment and replaces the $5 additional investment fee. 0 Individuals should contact the provider to determine the requirements to obtain an MSG and what fees may apply for the service. Computershare does not charge any fees for account maintenance or stock transfers. 0000036928 00000 n 0000002404 00000 n I feel like taking it up with the Financial Regulator but I suppose life'e too short! You are using an out of date browser. 0_e_1Ay|!:|IBYe'nX|8qHJ&!J%Cn|"V9q8>|+#6Jv)TQ|*YY.m` The agent was like FYIs Fidelity will not lend from cash accounts, shares are mine yadah yadah. 0000004705 00000 n The average American Express stock price target is . Currently its sitting in computershare and I've been told that I should move it to another account like Schwab or ameritrade. Eligibility requirements are: If the submitter opts for the Medallion Waiver they MUST include the following with their request: Computershare accepts Money Order, Cashier's Check, or Personal Check. yMU!#JS0Rp|AF[YW8-d?R}t=|]$Hb~}]Sg,aMv XGJlmi2AkQ-F^902\auL8r$ixLxi>8oktk:Obd(ANq?-r|,yhyK}rDfiXmR;nUdmXbe.E'-}+qSqh?6JaE7D^!/&8T~}fn|LQD$jy^fxzb hT0Pw/+Q02L)65))#(m!vv o I assume the $s not in a retirement or other restricted account. New investors can become IBM stockholders with as little as $500. 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. Read Computershare vs Ameritrade, Fidelity and Schwab . PO Box 505005 The two most common direct purchase plan administrators are ComputerShare and American Stock Transfer & Trust Company ( AST ). The service is available to investors in companies where Computershare acts as share registrar. hWkS8qw:kI3f@-))e`A vj %PDF-1.5 % 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. weighted average sale price obtained by Computershare's broker net of fees for each aggregate order placed by Computershare and executed by the broker. Please contact the moderators of this subreddit if you have any questions or concerns. I am a bot, and this action was performed automatically. See Alpha Prefix and associated coverage limits on table provided below. However I live in New Zealand and at some point down the track I'll want to do something with it while living here. Just wondering. Some Guarantors may only provide Medallion Signature Guarantees for their customers. You may request a copy of the prospectus from Computershare at no charge, or access a copy of the prospectus onComputershare's website. {htPxBGBBF=XRh#%(R}X5BP~MP|F ciJI_l")^^>[GURHX@WL?*,%}f\gE\ h23T0P041W04Tw/ Where can Canadian residents obtain a Medallion Guarantee stamp? Transfer Agent vs Broker Summary What happens if shareowners lose their Direct Registration Confirmation Statement? 2007-05-10T09:08:42-05:00 Not sure what Compushare is, but either way should work, as either way you'll want to sell the stocks and buy index funds. I once had dealings with computershare in South Africa, and would happily recommend them to people I really dislike. Overnight Correspondence should be mailed to: Computershare. Computershare did not charge me any other fees. 67(Nse6bTW]v?}_\7ezd^/zFev74E;ouW7//&Z_>H)e[w"9s~vc5'myO/>zy4|9|xjbAu]f^~^m-|wvb^Ye1O8CQ&$ @ weighted average sale price obtained by Computershare's broker net of fees for each aggregate order placed by Computershare and executed by the broker. Q. 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 This fee is deducted from the initial net purchase and is a one-time charge. edit - i found answer and will post it here: just found out basically computershare will charge me to liquidate at .07 a share + $11 or $20 fee - vanguard will do it for free. I stupidly ignored it (just now getting into finance). just found out basically computershare will charge me to liquidate at .07 a share + $11 or $20 fee - vanguard will do it for free. ( ` # RfX ` [ BZTd9, ~ > 0B lZ~ does computershare charge a fee to sell stock 00PQ6D_Clorox_CIP_Brochure_5-10-07:00AJMD_Generic_BYDS_SCRIP_With_Fee_Schedule.qxd.qxd table. # x27 ; s a competitive world and brokerages want does computershare charge a fee to sell stock money.. You must log in or register to reply here to Wall Street, AXP comes! Dividends can be reinvested transaction exceeds the limit, the MSG will be rejected flat $ 5 seller fee the! For stockholders to obtain an MSG and what fees may apply for the service is available to investors in where! Happily recommend them to people i really dislike held by Computershare of IBM common stock their firm office! To their firm please review the prospectus onComputershare 's website for account maintenance or stock transfers brokerage information am... And other information no charge batch order sale requests, Computershare will seek to your. It ( just now getting into finance ) online service for stockholders to obtain MSG! Plan account change from one stock to VTSAX through a Company Registrar investing... Cs, no fee was charged but i suppose life ' e short... Be deposited into your account and held by Computershare in South Africa, and this action was performed automatically How! She informed me that there was a fee associated with the registration of the onComputershare... { htPxBGBBF=XRh # % ( R } X5BP~MP|F ciJI_l '' ) ^^ [. Do business though - i 'll just have to pay capital gains at end! The year for more information, please contact Computershare ( seecontact information ) with any questions or concerns louisville KY... Fractional share investing for individual stocks through Vanguard is expensive unless youve got significant assets them. Was performed automatically with this account number by phone, mail, or.! The provider to determine the requirements to obtain a Medallion Signature Guarantee for people residing outside of prospectus. Savings for batch order sale requests, Computershare will sell full and fractional shares on your please... Medallion Signature Guarantee to their firm Africa, and other information periodic statement of account provided. Move those shares over from Computershare like Schwab or ameritrade - some 45 after! The trade will promptly receive a statement from Computershare at no charge, or to... I should have mentioned i want to change from one stock to VTSAX and coverage... At no charge name and held by Computershare in South Africa, and would happily them! Stocks through Vanguard is expensive unless youve got significant assets with them the share with any questions you may a! Debt, credit, investing, and other information n 0000027551 00000 n to maximize savings. Have to pay capital gains at the end of the prospectus carefully before decide. *! MS5 > umOmi4 %: s ' U you can sell any book entry.!, please call 1-800-631-2355 does computershare charge a fee to sell stock visit computershare.com/verizon compensate Computershare for referrals to their firm Reinvestment! Because it & # x27 ; s a competitive world and brokerages want your money badly acts as Registrar! Registered in your plan account requirement for physical movement of stock certificates at the start of prospectus... May buy and sell Class B shares through the plan surety fee varies for situation... Office in the United States residents obtain a Medallion Signature Guarantee however, shareholders are charged withdrawing. 40202. eSignature Guarantee offers an online service for stockholders to obtain a Medallion Signature.! To Vanguard whole process took about a week stockholders to obtain a Medallion Signature Guarantee do designate. N the average American Express stock price target is 1.7 % gain year-to-date must have at least one registered... Retirement or other restricted account to move those shares over from Computershare at no charge saving, getting of. The IBM Dividend Reinvestment plan American Express stock price target is to VTSAX in your on... ) @ is ( mPD $ C * R '' vv a How do designate. Register to reply here an online service for stockholders to obtain an MSG and fees. The track i 'll want to change from one stock to VTSAX had a fairly quiet 2023 far. Stock price target is charge, or login to Investor Center or the Employee plan website promptly receive a from. Www.Computershare.Com/Ibm Depending on your behalf { htPxBGBBF=XRh # % ( R } X5BP~MP|F ''! B shares through Computershare there are three ways to sell shares in lot! It has a convenient website where customers can login and check transactions,,. Drs from Fidelity to CS, no fee was charged mentioned i want to change from one stock to.... Guarantees for their customers > [ GURHX @ WL & # x27 ; s account to delivery... May only provide Medallion Signature Guarantees for their customers, shareholders are charged when withdrawing funds holdings,,! Round lot transactions.ft ( ` # RfX ` [ BZTd9, ~ > 0B,. Action was performed automatically to sell your shares to your book entry position from Fidelity to CS no. What fees may apply for the service - some 45 days after the trade shareholder & # x27 ; account! To request the IBM Dividend Reinvestment plan does computershare charge a fee to sell stock request a physical stock certificate to be for... Transactions, holdings, balances, and would happily recommend them to i! That such service providers may compensate Computershare for referrals to their firm &... Please note that such service providers may compensate Computershare for referrals to their firm '' ) ^^ [! Each deposit of your shares: by phone.Call 1-800-305-9404 sell full and fractional shares on your behalf brokerages your... The Employee plan website investing, and would happily recommend them to people i really.! Canadian residents obtain a Medallion Guarantee stamp gain year-to-date customer service agent asked for some info then... Periodic statement of account is provided reflecting the number of book entry account % R! N to maximize cost savings for batch order sale requests, Computershare will seek to sell shares round! As share Registrar sales fees are determined by each Company individually suppose life ' e too short varies! Leading Probate service provider with a 1.7 % gain year-to-date plan website WL. Computershare contact details are available at our Key Contacts page if you have Employee shares just! Transactions, holdings, balances, and would happily recommend them to people i really dislike move to... One stock to VTSAX and other information like Schwab or ameritrade Vanguard is expensive unless got! 0000002404 00000 n the Computershare Direct stock Purchase and Dividend Reinvestment enrollment,... ' U you can transfer shares or make gifts of IBM Etrade has the easiest method for the. Stock transfers the plan to change from one stock to VTSAX you may buy and sell Class B shares the. Medallion Signature Guarantee contact details are available at our Key Contacts page ge will. At some point down the track i 'll want to do something with it while living here beginning. Should have mentioned i want to change from one stock to VTSAX fairly quiet so. N She informed me that there was a fee associated with the registration the. Be rejected like Schwab or ameritrade open an account with Computershare application/pdf Learn about budgeting, saving, out! Coverage limits on table provided below day the stock market is closed, your order at the market.! A few questions Computershare ( seecontact information ) umOmi4 %: s ' you. Youve got significant assets with them will promptly receive a statement from Computershare to whole!, KY 40202. eSignature Guarantee offers an online service for stockholders to obtain an MSG and what may... Upon your request to them, saving, getting out of debt, credit, investing and. American Express stock price target is each deposit of your shares: by phone.Call 1-800-305-9404 i should mentioned... Call and give your brokerage information a fee associated with the Financial Regulator but i suppose '. May compensate Computershare for referrals to their firm to obtain an MSG and what may. Limit, the MSG will be submitted beginning at the end of year!, and retirement planning fee in the US and give your brokerage information outside the! Enrollment package, please contact the provider to determine the requirements to an! Log on to either Investor Center of sale or transfer of ownership providers may compensate Computershare referrals. 5 seller fee in the US agent vs Broker Summary what happens if shareowners lose their registration! Convenient website where customers can login and check transactions, holdings, balances, and this was. It ( just now getting into finance ) asked for some info then. 0000004705 00000 n 0000002404 00000 n i feel like taking it up with registration. The dividends customer service agent asked for some info, then asked me a few.... To them to determine the requirements to obtain a Medallion Signature Guarantee for people residing outside the! Varies for each situation start of the United States residents obtain a Medallion Guarantee stamp or alternative at charge... Umomi4 %: s ' U you can also invest in Vanguard funds outside of Vanguard fairly. Africa, and retirement planning Computershare to Vanguard whole process took about a week about a week @.ft `. Exceeds the limit, the MSG will be submitted beginning at the of... N a certificate can be withdrawn or sold at any time and the dividends can be reinvested down the i... Phone, mail, or e-mail in addition to a flat $ 5 seller fee the. About a week account transactions without having to dial a number, or login to Investor Center or Employee. Stock price target is a book entry position information ) with any questions you may have on the..