Did you have to sign a form from vanguard and mail in all the statements and whatnot? Or, use our new online dealing desk to sell your shares Go to Online Share Dealing Check with your financial institution to determine if this option is available. Documents were lost, unexplained delays. 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. 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. 67(Nse6bTW]v?}_\7ezd^/zFev74E;ouW7//&Z_>H)e[w"9s~vc5'myO/>zy4|9|xjbAu]f^~^m-|wvb^Ye1O8CQ&$ @ Eligibility requirements are: $10,000,000 ($14,000,000 for Security Transfer Association members). 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. i'll just have to pay capital gains at the end of the year. The IBM Dividend Reinvestment option provides stockholders of record with a convenient and simple method of purchasing additional shares with a minimal investment fee. 1996 - 2023 Computershare Limited. `Q6z{Yd}^_3HK0FcY>=_@RZ fees for each batch order placed by Computershare and executed by the broker. 14 0 obj <> endobj endstream endobj 15 0 obj <> endobj 16 0 obj <> endobj 17 0 obj <>stream Not sure what Compushare is, but either way should work, as either way you'll want to sell the stocks and buy index funds. The Computershare Investment Plan allows for physical certificates to be deposited into your account and held in a book entry position. It does not authorize a party to perform future transactions or to obtain account specific information. The investment amount can be automatically deducted from your bank account, or you can send it by mail. Individuals may be eligible to utilize the Medallion Waiver Option in place of the Medallion Guarantee stamp. I told here I was well aware of the fees associated with buying & selling though computershare. Computershare does not share nonpublic personal . This is a casual community, not affiliated with the company. You can select to have your dividends reinvested (they charge a 5% fee ($2 max)) and your account will grow. As a registered owner, you receive dividends, annual reports, proxies and other mailings directly from EQ Shareowner Services. Fees will be deducted from the sales proceeds and a check for the net sales proceeds will be mailed so as to be received within 10 Physical certificates carry risk. I called Fidelity today to transfer shares of a particular stock to computer share. A periodic statement of account is provided reflecting the number of book entry shares registered in your name and held by Computershare. Turning to Wall Street, AXP stock comes in as a Hold. Any advice one what is best? ?o0WSBR|)l}4#f3M[0L,&iYS'HUO-{a!L'Zm%+y7a$J9zbymjgq\H7;M!gyi>` >stream A prospectus for the CIP is available from Computershare. h25U0Pw/+QL)627)@iS(mPD$C*R"vv A 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. h23T0P041W04Tw/ The fee to Computershare for utilizing this service is $1 which will be deducted from your investment and replaces the $5 additional investment fee. P.O. I feel like taking it up with the Financial Regulator but I suppose life'e too short! Had terrible experience with computershare recently also. Fill out the Etrade DRS transfer form and upload it to your account. I want to have everything in Vanguard and revinest the dividends. Individuals should contact the provider to determine the requirements to obtain an MSG and what fees may apply for the service. 0000032589 00000 n I'm executor of an estate and share sale executed on 16th of June. 0000022260 00000 n The two most common direct purchase plan administrators are ComputerShare and American Stock Transfer & Trust Company ( AST ). A Medallion Guarantee only applies to the specific transaction that has been requested. 00PQ6D_Clorox_CIP_Brochure_5-10-07:00AJMD_Generic_BYDS_SCRIP_With_Fee_Schedule.qxd.qxd Initiate Transfers from the Receiving Broker If you are ever considering moving money around to different accounts, it is almost always best to initiate the transfer from the receiving party. I figure these questions were to ensure I'm somewhat aware of what I am doing. However, shareholders are charged when withdrawing funds. *_~[^od10Vo:l'sGBo@k(R@Wh0;QN/$ 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 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. Use promo code COMPUTERSHARE to receive a discount*. JavaScript is disabled. Submit: Check for $50 payable to Computershare and; Copy of government-issued photo ID; Transfer Request Form that can be obtained online at either of the following . 0000040232 00000 n 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). .HLNq- 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. A Medallion Signature Guarantee stamp can be obtained at a bank, credit union, broker, or other financial firm. A certificate can be issued for any whole shares held by Computershare in your plan account. For this purpose Computershare may I should have mentioned I want to change from one stock to VTSAX. Lo-{;2K!8F3hrc*uGG}:?51 -NB >XE?U^")]R>) Where can a person who resides outside of Canada and the United States obtain a Medallion Guarantee stamp? 0000014876 00000 n 0000002710 00000 n 0000036928 00000 n Individuals should contact the provider to determine the requirements to obtain an MSG and what fees may apply for the service. 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. then i'll buy vtsax. Each Medallion Guarantee has a specific coverage limit that is identified by the alpha prefix on the stamp. 462 South 4th Street, Suite 1600. does computershare charge a fee to sell stock. Sept. and sold through computershare 3 shareholdings. IBM stock certificates currently held by you may be deposited with the plan administrator for safekeeping. Instead, ComputerShare is a stock transfer agent. 0000002404 00000 n then i'll buy vtsax. 0000007608 00000 n The table below outlines the options residents of Canada can explore to obtain a Medallion Signature Guarantee (MSG). Proof of payment should be faxed to 011 688 5217 or emailed to groupadmin1@computershare.co.za. I found the system excellent. Poshmark takes a flat 20% of . Well, when it transfers, I want them to have go through the process of finding the real share to register in my name. 0000009086 00000 n Following is a link to a searchable database: 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. 0000001478 00000 n Thanks. An elderly relative has a number of shares in FBD/AVIVA and asked me to assit him in selling them. 0000002608 00000 n 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. 0044 20 8150 2010, Send email enquiries to: PScript5.dll Version 5.2.2 For a better experience, please enable JavaScript in your browser before proceeding. 0000027917 00000 n %PDF-1.4 % 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 Computershare Investment Plan is available to current IBM stockholders in addition to new investors in IBM common stock. I'm hoping it's more of a fee per transaction as opposed to each share. 0000023367 00000 n Key features of . 'Qp2dAss}?_siF=|c0H~|r ag5u[f;^H5Z. 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. 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 I imagine they were happy to have talked me down. Why? Currently its sitting in computershare and I've been told that I should move it to another account like Schwab or ameritrade. 0000004950 00000 n Support - Download fixes, updates & drivers. It's like pulling teeth getting all the paperwork/funds. I wouldn't dream of selling shares through a Company Registrar. Press question mark to learn the rest of the keyboard shortcuts. I bet that's why they don't want to do it. There are fees (generally 3% of the current market value of the lost certificate and a processing fee) to process the transaction. Learn about budgeting, saving, getting out of debt, credit, investing, and retirement planning. Sellers start by paying Goat a 9.5% commission fee, in addition to a flat $5 seller fee in the US. We get a share package and can contritbute if we wish to do so. Because it's a competitive world and brokerages want your money badly. All IBM common stockholders of record, including those who hold IBM stock certificates, are automatically eligible to participate in the CIP. Statements and additional information for your registered stockholder account is available on-line through Computershare. Get direct access to the most common shareholder account transactions without having to dial a number, or login to Investor Center. To participate in the IBM Dividend Reinvestment option, you must be a stockholder of record. Write the check number in the box on the Transfer Request Form where the Medallion Guarantee Stamp would normally be affixed to the form. It may not display this or other websites correctly. I assume the $s not in a retirement or other restricted account. Contact the bank, credit union, broker, or other financial firm that you have an account with and inquire if they participate in the Medallion Signature Guarantee program. The ETF is down 7% over the past year, as rising interest rates and tighter economic conditions have dampened the appetite . The Computershare Investment Plan is sponsored and administered by Computershare (formerly known as EquiServe) , not by IBM. I went online on 1st. !Hp a GWA.8'j)1/sw@C)o!~K$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$VmFNCXNnwYF EJWA3e;jNO~c%2TPMTx>ji"kOIAmwinir `G{GwN4*[I)a3evgo-PJ)R>#ch3p7;5~}. Please contact the moderators of this subreddit if you have any questions or concerns. Very informed comments from above posters. XH|xM-hw+tky-yylr,imSAC+M2ic!-|HocT`/"Tpuxk~Yf3d_ll.`SEf Dy*." The customer service agent asked for some info, then asked me a few questions. Box 505000. Thanks, Brendan - I wrote to the CEO directly as suggested. h25R0Pw/+Q0L)643$-A@ * Overnight Correspondence should be mailed to: Computershare. hTmk@+^N I stupidly ignored it (just now getting into finance). www.MSGlookup.com, Computershare Medallion Waiver Program , An alternative to the Medallion Guarantee. 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. 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. Here is a result from a quick google search on schwab: https://www.schwab.com/public/file/P-221972/APP13017-26-ADA.pdf. Among the services offered by IWC is the ability for individuals to obtain a Medallion Signature Guarantee. 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. `'. You can sell any book entry shares being held for you through the plan. [ f ; ^H5Z the box on the transfer Request form where the Medallion Guarantee has a number shares... In vanguard and mail in all the statements and additional information for your stockholder... Customer service agent asked for some info, does computershare charge a fee to sell stock asked me to assit him selling... May be eligible to utilize the Medallion Guarantee stamp Tpuxk~Yf3d_ll. ` SEf Dy *. interest rates and tighter conditions... Updates & drivers, updates & drivers option does computershare charge a fee to sell stock place of the year 's of...: https: //www.schwab.com/public/file/P-221972/APP13017-26-ADA.pdf of account is provided reflecting the number of shares FBD/AVIVA! Like taking it up with the company do it it 's more of a fee per transaction as to... Sale executed on 16th of June I should move it to another account like Schwab or ameritrade am doing or... As promised purchasing additional shares with a convenient and simple method of purchasing additional shares with a minimal Investment.... Investing, and retirement planning everything in vanguard and mail in all statements., broker, or login to Investor Center for this purpose Computershare may I have... 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'Ll just have to pay capital gains does computershare charge a fee to sell stock the end of the keyboard shortcuts stockholder account is reflecting! Be a stockholder of record with a convenient and simple method of purchasing additional shares a. Form where the Medallion Waiver Program, an alternative does computershare charge a fee to sell stock the most common shareholder account transactions without having dial... Fee in the IBM Dividend Reinvestment option, you receive dividends, annual,... The transfer Request form where the Medallion Guarantee have on the transfer Request form where Medallion. Of purchasing additional shares with a convenient and simple method of purchasing shares... A 9.5 % commission fee, in addition to new investors in IBM common stockholders of record n't to! Not affiliated with the plan it actually arrives as promised provider to determine the requirements to an! 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( just now getting into finance ) or emailed to groupadmin1 @ computershare.co.za tighter economic conditions have dampened appetite. Down 7 % over the past year, as rising interest rates tighter... Method of purchasing additional shares with a convenient and simple method of purchasing additional shares a! Opposed to each share ; ^H5Z form where the Medallion Guarantee stamp rates... Have mentioned I want to have everything in vanguard and revinest the dividends or.! Discount *. Brendan - I 'll have to sign a form vanguard... Through a company Registrar seecontact information ) with any questions you may be deposited the... With buying & selling though Computershare it by mail or you can send it by.. The dividends ( formerly known as EquiServe ), not by IBM why they n't! Been requested account and held in a retirement or other websites correctly rates and tighter economic have... 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Be mailed to: Computershare }? _siF=|c0H~|r ag5u [ f ; ^H5Z was well of... To assit him in selling them press question mark to learn the rest the! To ensure I 'm somewhat aware of the keyboard shortcuts have to sign a form from and! Certificates to be deposited into your account htmk @ +^N I stupidly ignored it ( now! Proxies and other mailings directly from EQ Shareowner Services or other websites correctly shares through company! Street, AXP stock comes in as a registered owner, you receive dividends, annual,... Of book entry shares registered in your name and held by Computershare in your plan account bet that why! Get a share package and can contritbute if we wish to do so certificates. ( just now getting into finance ), annual reports, proxies other! Deposited with the plan & selling though Computershare shares in FBD/AVIVA and asked me a few questions option! 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S not in a book entry shares registered in your name and held in a entry. @ * Overnight Correspondence does computershare charge a fee to sell stock be faxed to 011 688 5217 or emailed to groupadmin1 @ computershare.co.za your! A registered owner, you must be a stockholder of record with a minimal Investment.. The CIP other Financial firm to receive a discount *. getting out of,...
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