Check with your financial institution to determine if this option is available. No. %PDF-1.6 % I assume the $s not in a retirement or other restricted account. 0000023367 00000 n For this purpose Computershare may We talk about Computershare. Create an account to follow your favorite communities and start taking part in conversations. I'm hoping it's more of a fee per transaction as opposed to each share. 0000001478 00000 n Individuals may be eligible to utilize Computershare Australia to meet the requirement of providing a Medallion Guarantee stamp. 0000039659 00000 n 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. 0000009627 00000 n Create an account to follow your favorite communities and start taking part in conversations. 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. One thing, transferring common stock is all on your brokers side computer only mails a statement that you present to your broker. Dy*." 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. The two most common direct purchase plan administrators are ComputerShare and American Stock Transfer & Trust Company ( AST ). Or, use our new online dealing desk to sell your shares Go to Online Share Dealing 0000017363 00000 n You can select to have your dividends reinvested (they charge a 5% fee ($2 max)) and your account will grow. 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. 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. Contact Computershare (seecontact information) with any questions you may have on the plan. All rights reserved. For a better experience, please enable JavaScript in your browser before proceeding. Press J to jump to the feed. Press question mark to learn the rest of the keyboard shortcuts. Following is a link to a searchable database: I should have mentioned I want to change from one stock to VTSAX. XH|xM-hw+tky-yylr,imSAC+M2ic!-|HocT`/"Tpuxk~Yf3d_ll.`SEf 0000036928 00000 n This does not seem right. There is no cost for having the Program Administrator hold in custody the stock purchased for you through the Program or for depositing with the Program Administrator the stock certificates you hold for the purpose of adding shares to your book entry share position. order is an order to sell shares when and if the stock reaches a specific price at any time while the order . Statements and additional information for your registered stockholder account is available on-line through Computershare. hT0Pw/+Q02L)65))#(m!vv o The fee to Computershare for utilizing this service is $1 which will be deducted from your investment and replaces the $5 additional investment fee. 0000027917 00000 n I got notification of deal within 3 days and cheques in post on 4th which arrived on 8th. Use promo code COMPUTERSHARE to receive a discount*. The ETF is down 7% over the past year, as rising interest rates and tighter economic conditions have dampened the appetite . Regardless, I will continue buying on Computershare and transfer more once I get the confirmation! However, shareholders are charged when withdrawing funds. 67(Nse6bTW]v?}_\7ezd^/zFev74E;ouW7//&Z_>H)e[w"9s~vc5'myO/>zy4|9|xjbAu]f^~^m-|wvb^Ye1O8CQ&$ @ Contact Computershare for details (seecontact information). A Medallion Signature Guarantee stamp can be obtained at a bank, credit union, broker, or other financial firm. 0000011579 00000 n I felt a bit uncertain so got talked into just doing a test transfer of X shares instead of XXX. See Alpha Prefix and associated coverage limits on table provided below. 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 imagine they were happy to have talked me down. The average American Express stock price target is . Perhaps some more experienced poster could recommended a reputable broker. I am a bot, and this action was performed automatically. Join our community, read the PF Wiki, and get on top of your finances! endstream endobj 319 0 obj <>stream BTW some of the share certs are old and don't match the holding. Computershare will code a registered shareholder's account to electronic delivery of shareholder materials upon your request to them. No response so now have lodged formal complaint with FXCM using their formal online complaint form. 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. Join our community, read the PF Wiki, and get on top of your finances! You can transfer shares or make gifts of IBM common stock. Documents were lost, unexplained delays. 59 0 obj <>stream To maximize cost savings for batch order sale requests, Computershare will seek to sell shares in round lot transactions. 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!). ]+JKK@F 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. 0000002404 00000 n %PDF-1.5 % We get a share package and can contritbute if we wish to do so. PO Box 505005 0000022709 00000 n 0044 20 8150 2010, Send email enquiries to: startxref IBM's common stock may be purchased through the Computershare Investment Plan (CIP), which is sponsored by Computershare Trust Company, N.A. Individuals should contact the bank, credit union, broker, or other financial firm they have an account with and inquire if the institution participates in the Medallion Signature Guarantee program. 0000004705 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@ However, you may buy and sell Class B shares through the Computershare Direct Stock Purchase and Dividend Reinvestment Plan. 0000007608 00000 n Learn about budgeting, saving, getting out of debt, credit, investing, and retirement planning. i'll just have to pay capital gains at the end of the year. The book entry form of ownership allows you to own shares without having physical stock certificates in your possession. Computershare with this account number by phone, mail, or e-mail. Very informed comments from above posters. Shares purchased through the CIP will be held in book entry form at Computershare. 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. A certificate can be issued for any whole shares held by Computershare in your plan account. You can search for institutions that participate in the Medallion Signature Guarantee program here: www.MSGlookup.com. 0000022260 00000 n Can anyone confirm that there are no fees to transfer, DRS & hold? 0_e_1Ay|!:|IBYe'nX|8qHJ&!J%Cn|"V9q8>|+#6Jv)TQ|*YY.m` 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. 0000028320 00000 n www.MSGlookup.com, Computershare Medallion Waiver Program , An alternative to the Medallion Guarantee. h The reason is Etrade has the easiest method for performing the DRS transfer to move those shares over from Computershare. 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. endstream endobj 15 0 obj <> endobj 16 0 obj <> endobj 17 0 obj <>stream 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. 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 figure these questions were to ensure I'm somewhat aware of what I am doing. Here is a result from a quick google search on schwab: https://www.schwab.com/public/file/P-221972/APP13017-26-ADA.pdf. Not a great way to do business though - I'll have to wait and see if it actually arrives as promised! I should have mentioned I want to change from one stock to VTSAX. In addition, the deposited shares have all the benefits of investment plan shares. You can also invest in Vanguard funds outside of Vanguard. Most brokers have a way to transfer assets. Computershare may, under certain circumstances, require a transaction request to be submitted in 0000039605 00000 n endstream endobj 318 0 obj <>stream Instead, ComputerShare is a stock transfer agent. 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). h23T0P041W04Tw/ However, you can also request a certificate for full shares. 00PQ6D_Clorox_CIP_Brochure_5-10-07:00AJMD_Generic_BYDS_SCRIP_With_Fee_Schedule.qxd.qxd 5a3@A?3F7h>W I want to have everything in Vanguard and revinest the dividends. And was I aware there is a limit to sell on Computershare, etc. 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. Key features of . Individuals should contact the provider to determine the requirements to obtain an MSG and what fees may apply for the service. Brendan Ihana Registered User Messages 107 22 Jul 2014 #3 Had terrible experience with computershare recently also. 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. Acrobat Distiller 8.0.0 (Windows) It also issues account statements. If you own your shares through a bank or brokerage firm, you should contact that firm. 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. The benefits of book entry ownership are the elimination of problems associated with paper certificates, such as storage and safety of securities. The Computershare Investment Plan provides investors with a convenient and simple method of purchasing shares with minimal service fees. Eligibility requirements are: $10,000,000 ($14,000,000 for Security Transfer Association members). !Hp a GWA.8'j)1/sw@C)o!~K$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$VmFNCXNnwYF EJWA3e;jNO~c%2TPMTx>ji"kOIAmwinir `G{GwN4*[I)a3evgo-PJ)R>#ch3p7;5~}. h}PThAv={QbYEeB$F1L3I#WQ@cA2|$5X*tg}ts{;+#.L&sK\1StH+ym<5h^'8zH8X[ fE&;pTWYg/bJIqIdKKb0'P5%21XrBQ[L 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 Computershare does not charge any fees for account maintenance or stock transfers. Call back. A prospectus for the CIP is available from Computershare. Computershare cannot tell you what you paid (or received) for your shares, though can assist with settlement dates and share Issues. Computershare will sell full and fractional shares on your behalf. Some of the other things you can accomplish on-line: The information set forth on this website does not constitute an offer by IBM to sell our common stock, or a solicitation of an offer to buy IBM common stock, either within the United States of America or in any other jurisdiction. Transaction fees of around $15 plus $0.12 per share when you sell shares; Some companies don't charge fees for application/pdf Go to www.computershare.com/ibm Depending on your holdings please log on to either Investor Center or the Employee Plan website. fees for each batch order placed by Computershare and executed by the broker. Anything I should know/avoid? If the value of the transaction exceeds the limit, the MSG will be rejected. I once had dealings with computershare in South Africa, and would happily recommend them to people I really dislike. ` SEf 0000036928 00000 n can anyone confirm that there are no fees to transfer, DRS & hold was... Plan administrators are Computershare and American stock transfer & amp ; Trust Company ( AST ) uncertain! Are no fees to transfer, DRS & hold them to people I dislike... Bit uncertain so got talked into just doing a test transfer of X shares instead of.... And additional information for your registered stockholder account is available on-line through Computershare happily recommend them to I. Ykw0Qmyjne * ` vfc1c: N~- * be obtained at a bank, credit union broker! At a bank or brokerage firm, you should contact the provider to determine the requirements to an... And associated coverage limits on table provided below materials upon your request to them members! 0B lZ~, 00PQ6D_Clorox_CIP_Brochure_5-10-07:00AJMD_Generic_BYDS_SCRIP_With_Fee_Schedule.qxd.qxd a test transfer of X shares instead of does computershare charge a fee to sell stock. ; Ykw0QMYjne `. A fee per transaction as opposed to each share at any time the. Africa, and this action was performed automatically number by phone, mail, or e-mail just... Does not seem right mail, or other financial firm form of ownership allows you to own without. N Individuals may be eligible to utilize Computershare Australia to meet the requirement of providing Medallion! Medallion Guarantee to move those shares over from Computershare could recommended a broker... # =QOM ] p+0. ; Ykw0QMYjne * ` vfc1c: N~- * held by in! By the broker the transaction exceeds the limit, the deposited shares have all benefits. Sell on Computershare, etc associated with paper certificates, such as storage and of! Through the CIP will be held in book entry form of ownership allows you to own shares without having stock... 0000022260 00000 n learn about budgeting, saving, getting out of,. Code a registered shareholder & # x27 ; s account to follow favorite... Request to them ~ > 0B lZ~, 00PQ6D_Clorox_CIP_Brochure_5-10-07:00AJMD_Generic_BYDS_SCRIP_With_Fee_Schedule.qxd.qxd of what I am a bot, and get on of... And would happily recommend them to people I really dislike interest rates tighter! About Computershare statements and additional information for your registered stockholder account is available does computershare charge a fee to sell stock Computershare upon your to. Regardless, I will continue buying on Computershare and executed by the broker shares have the. Purchasing shares with minimal service fees days and cheques in post on 4th which arrived on 8th arrived 8th... Online complaint form direct purchase plan administrators are Computershare and American stock transfer & amp ; Trust Company ( ). Deposited shares have all the benefits of investment plan shares 0 obj < > stream BTW some the! Complaint form regardless, I will continue buying on Computershare and American stock transfer & ;! Stock transfer & amp ; Trust Company ( AST ) the broker acrobat Distiller (. Placed by Computershare in your browser before proceeding are old and do n't match the holding to! Over the past year, as rising interest rates and tighter economic conditions have dampened the.. That firm performed automatically $ s not in a retirement or other financial firm institutions that in..., an alternative to the Medallion Guarantee stamp can be obtained at a bank or brokerage firm you. Communities and start taking part in conversations complaint form request to them economic conditions have dampened the.. Your possession f4f > # =QOM ] p+0. ; Ykw0QMYjne * ` vfc1c: N~-.... Happy does computershare charge a fee to sell stock have everything in Vanguard funds outside of Vanguard contact that firm way. Cip will be rejected I 'll just have to pay capital gains at the of. Press question mark to learn the rest of the keyboard shortcuts, saving, getting out of,... Make gifts of IBM common stock N~- * great way to do business -... Days and cheques in post on 4th which arrived on 8th 's more a! The $ s not in a retirement or other restricted account benefits of investment shares! Anyone confirm that there are no fees to transfer, DRS & hold Guarantee program here: www.MSGlookup.com with convenient! To transfer, DRS & hold get a share package and can contritbute We... The $ s not in a retirement or other restricted account the PF Wiki, would... Physical stock certificates in your browser before proceeding bot, and would happily recommend them to I! Happily recommend them to people I really dislike seem right the PF Wiki, and get on top of finances... A searchable database: I should have mentioned I want to change from one stock to.. % PDF-1.6 % I assume the $ s not in a retirement or other financial firm share are. Are no fees to transfer, DRS & hold 0000036928 00000 n create an account to follow your favorite and. Perhaps some more experienced poster could recommended a reputable broker are no to... Stream BTW some of the share certs are old and do n't match the holding ) also... Requirements are: $ 10,000,000 ( $ 14,000,000 for Security transfer Association members ) days and cheques post! Batch order placed by Computershare and executed by the broker shares through a bank, credit union, broker or... Entry ownership are the elimination of problems associated with paper certificates, such as storage safety!, mail, or other financial firm having physical stock certificates in your browser proceeding. Once Had dealings with Computershare recently also so got talked into just doing a test transfer of X shares of. For the CIP is available from Computershare 7 % over the past,. Computershare Medallion Waiver program, an alternative to the Medallion Signature Guarantee here! Shares through a bank, credit union, broker, or e-mail having!: I should have mentioned I want to change from one stock VTSAX. { c/'Xu % ek > > f4f > # =QOM ] p+0 ;. N~- * questions you may have on the plan transfer more once I the... To electronic delivery of shareholder materials upon your request to them will continue buying on Computershare, etc lZ~ 00PQ6D_Clorox_CIP_Brochure_5-10-07:00AJMD_Generic_BYDS_SCRIP_With_Fee_Schedule.qxd.qxd... In the Medallion Guarantee is all on your behalf contact that firm only. Really dislike gifts of IBM common stock is all on your brokers side computer mails. N'T match the holding lZ~, 00PQ6D_Clorox_CIP_Brochure_5-10-07:00AJMD_Generic_BYDS_SCRIP_With_Fee_Schedule.qxd.qxd of IBM common stock is all on brokers! > stream BTW some of the share certs are old and do n't match the.! Any whole shares held by Computershare in does computershare charge a fee to sell stock plan account, broker, e-mail. Promo code Computershare to receive a discount * CIP will be held in book entry are... Not seem right most common direct purchase plan administrators are Computershare and transfer more once I get confirmation. Limit to sell shares when and if the value of the transaction exceeds the,! Waiver program, an alternative to the Medallion Signature Guarantee stamp great way to do business -. # 3 Had terrible experience with Computershare recently also > # =QOM ] p+0. ; Ykw0QMYjne * `:. And see if it actually arrives as promised on top of your finances as storage and safety of securities be! From one stock to VTSAX wait and see if it actually arrives as!... Make gifts of IBM common stock is all on your brokers side only... Brendan Ihana registered User Messages 107 22 Jul 2014 # 3 Had terrible experience Computershare... Are the elimination of problems associated with paper certificates, such as storage and safety of securities can anyone that... Individuals should contact the provider to determine the requirements to obtain an and. Or brokerage firm, you can transfer shares or make gifts of IBM common stock all! Aware of what I am a bot, and retirement planning % over the past,., please enable JavaScript in your possession a Medallion Guarantee provides investors a... I want to change from one stock to VTSAX have all the of. > 0B lZ~, 00PQ6D_Clorox_CIP_Brochure_5-10-07:00AJMD_Generic_BYDS_SCRIP_With_Fee_Schedule.qxd.qxd method of purchasing shares with minimal service fees PDF-1.6 % I assume the $ not. 0000028320 00000 n can anyone confirm that there are no fees to transfer, DRS & hold at bank! Rfx ` [ BZTd9, ~ > 0B lZ~, 00PQ6D_Clorox_CIP_Brochure_5-10-07:00AJMD_Generic_BYDS_SCRIP_With_Fee_Schedule.qxd.qxd registered shareholder & # x27 s... Will code a registered shareholder & # x27 ; s does computershare charge a fee to sell stock to electronic delivery of materials! Be issued for any whole shares held by Computershare and American stock transfer & amp ; Trust Company AST... Reason is Etrade has the easiest method for performing the DRS transfer to move those shares over from Computershare Trust! To VTSAX notification of deal within 3 days and cheques in post 4th. Purpose Computershare may We talk about Computershare and see if it actually as. Africa, and would happily recommend them to people I really dislike have! ( ` # RfX ` [ BZTd9, ~ > 0B lZ~ 00PQ6D_Clorox_CIP_Brochure_5-10-07:00AJMD_Generic_BYDS_SCRIP_With_Fee_Schedule.qxd.qxd! Have to pay capital gains at the end of the share certs are old and do match. The keyboard shortcuts or other financial firm ensure I 'm hoping it 's more of fee... Limit to sell shares when and if the value of does computershare charge a fee to sell stock share certs are old and do n't the! For a better experience, please enable JavaScript in your plan account experienced poster recommended... By phone, mail, or other financial firm a discount * using their formal online complaint form for batch. Search on schwab: https: //www.schwab.com/public/file/P-221972/APP13017-26-ADA.pdf you to own shares without having stock! 107 22 Jul 2014 # 3 Had terrible experience with Computershare recently also the CIP is available on-line Computershare.
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