0000014876 00000 n Computershare says I can't reinvest the dividends, which definitely makes me want to move. Create an account to follow your favorite communities and start taking part in conversations. endstream endobj 320 0 obj <>stream Takes about a week for the shares to arrive. 0000012810 00000 n If ComputerShare are offering a share dealing service for the shareholders of one of their clients, e.g. %%EOF You are using an out of date browser. 0000007608 00000 n Any advice one what is best? 4Jfe2Iv.o%%;IYc{ 14 0 obj <> endobj Sept. and sold through computershare 3 shareholdings. Where can a person who resides outside of Canada and the United States obtain a Medallion Guarantee stamp? Would not recommend them. 0000039321 00000 n 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. Press question mark to learn the rest of the keyboard shortcuts, https://www.schwab.com/public/file/P-221972/APP13017-26-ADA.pdf. A certificate can be issued for any whole shares held by Computershare in your plan account. a shareholder can request a physical stock certificate to be issued at no charge. h}PThAv={QbYEeB$F1L3I#WQ@cA2|$5X*tg}ts{;+#.L&sK\1StH+ym<5h^'8zH8X[ fE&;pTWYg/bJIqIdKKb0'P5%21XrBQ[L "> 6wH/j (0b``:{ }I What happens if shareowners lose their Direct Registration Confirmation Statement? I just got off with Fidelity - they said they don't charge but are unsure if Computershare charges a fee to transfer in or out (they said that)? endstream endobj 181 0 obj <>/Encoding<>>>>> endobj 46 0 obj <> endobj 47 0 obj <> endobj 126 0 obj <> endobj 48 0 obj <> endobj 28 0 obj <> endobj 31 0 obj <> endobj 34 0 obj <> endobj 37 0 obj <> endobj 40 0 obj <> endobj 43 0 obj <> endobj 45 0 obj <>stream The Computershare Investment Plan is available to current IBM stockholders in addition to new investors in IBM common stock. Lo-{;2K!8F3hrc*uGG}:?51 -NB >XE?U^")]R>) You can also invest in Vanguard funds outside of Vanguard. Check with your financial institution to determine if this option is available. How do I designate . Make sure you have a complete record of the cost basis (purchase dates and costs) for all shares before you make the transfer. PO Box 505005 . Most companies pay the dividend reinvestment fee for you(not computershare but the company you have stock in) the fees are also ffferent for each company. Each Medallion Guarantee has a specific coverage limit that is identified by the alpha prefix on the stamp. %%EOF To initiate automatic investments, you must complete and sign an Authorization Form for Ongoing Automatic Deductions and return it to Computershare (see contact information ). %PDF-1.5 % Institutions participating in one of the following Medallion programs: Securities Transfer Agents Medallion Program (STAMP), New York Stock Exchange Medallion Signature Program (MSP). hWr8}WR&RI[m2ixf}%:V+Ji#EjE mE2`!O}h$j}J=xm rv= i'll just have to pay capital gains at the end of the year. Was this fidelity agent spreading FUD? Some NPCs are worthless. order is an order to sell shares when and if the stock reaches a specific price at any time while the order . To maximize cost savings for batch order sale requests, Computershare will seek to sell shares in round lot transactions. For non-stockholders of record, if you don't already have an IBM account with Computershare, the first investment has a $500 minimum investment requirement. I just called their message said they were doing a fire drill please call back calling back shortly, gonna transfer, then politely leave a word about my previous experience. 0000040232 00000 n 0000032198 00000 n Purchase and sales fees are determined by each company individually. 462 South 4th Street, Suite 1600 IWC Probate Services is a leading probate service provider with a head office in the United Kingdom. It may not display this or other websites correctly. 52 0 obj <> endobj 49 0 obj <>stream Not sure what Compushare is, but either way should work, as either way you'll want to sell the stocks and buy index funds. Computershare did not charge me any other fees. Well, when it transfers, I want them to have go through the process of finding the real share to register in my name. Individuals should contact the provider to determine the requirements to obtain an MSG and what fees may apply for the service. the applicable stock exchange, by Computershare at its sole discretion or, if Computershare's broker has not filled the order, at a Participant's request made online. If someone is sending in both the medallion waiver fee and a surety fee to replace a lost stock certificate as part of the request, a separate check must be submitted for each fee. If someone is sending in both the medallion waiver fee and a surety fee to replace a lost stock certificate as part of the request, a separate check must be submitted for each fee. Because it's a competitive world and brokerages want your money badly. 0000027551 00000 n Finally, this website is not intended to provide you with any financial advice, nor does it constitute a formal legal prospectus relating to our common stock. RjihLIu0qtrm7^Upm7}sDgd_$%. All shares purchased through the plan will be held for you in book entry form by the plan administrator. I assume the $s not in a retirement or other restricted 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. Thank you from an interested would be investor. By mail.Submit a signed letter of instruction. However, you can also request a certificate for full shares. CRH, then CRH would welcome feedback if they are not doing it right. 0000028320 00000 n 2 secondes ago 0 Comments. Join our community, read the PF Wiki, and get on top of your finances! I once had dealings with computershare in South Africa, and would happily recommend them to people I really dislike. 0_e_1Ay|!:|IBYe'nX|8qHJ&!J%Cn|"V9q8>|+#6Jv)TQ|*YY.m` The reason is Etrade has the easiest method for performing the DRS transfer to move those shares over from Computershare. In retrospect, the question of why do I want to transfer when I "own" the shares already (in case you second guess as well). IBM's common stock may be purchased through the Computershare Investment Plan (CIP), which is sponsored by Computershare Trust Company, N.A. 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. endstream endobj 318 0 obj <>stream `'. You can build your investment over time by making additional purchases periodically. hT0Pw/+Q02L)65))#(m!vv o I stupidly ignored it (just now getting into finance). %PDF-1.4 % Buying individual stocks through Vanguard is expensive unless youve got significant assets with them. As a registered owner, you receive dividends, annual reports, proxies and other mailings directly from EQ Shareowner Services. 55 0 obj <>stream 462 South 4th Street, Suite 1600. does computershare charge a fee to sell stock. Computershare cannot tell you what you paid (or received) for your shares, though can assist with settlement dates and share Issues. Documents were lost, unexplained delays. Individuals should contact the Guarantor directly to determine the availability of Medallion Signature Guarantees, and the Guarantors' specific requirements. 0000001196 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. XH|xM-hw+tky-yylr,imSAC+M2ic!-|HocT`/"Tpuxk~Yf3d_ll.`SEf h23T0P041W04Tw/ If you have employee shares you just call and give your brokerage information. 59 0 obj <>stream Individuals may be eligible to utilize Computershare Australia to meet the requirement of providing a Medallion Guarantee stamp. 00PQ6D_Clorox_CIP_Brochure_5-10-07:00AJMD_Generic_BYDS_SCRIP_With_Fee_Schedule.qxd.qxd 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. Statements and additional information for your registered stockholder account is available on-line through Computershare. Computershare may, under certain circumstances, require a transaction request to be submitted in h25R0Pw/+Q0L)643$-A@ * I imagine they were happy to have talked me down. Had terrible experience with computershare recently also. Read Computershare vs Ameritrade, Fidelity and Schwab . Here is a result from a quick google search on schwab: https://www.schwab.com/public/file/P-221972/APP13017-26-ADA.pdf. %PDF-1.6 % Support - Download fixes, updates & drivers. To maximize cost savings for batch order sale requests, Computershare will seek to sell shares in round lot transactions. The Computershare Investment Plan allows for physical certificates to be deposited into your account and held in a book entry position. Transfer Agent vs Broker Summary 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. Press J to jump to the feed. Can anyone confirm that there are no fees to transfer, DRS & hold? Got an immediate response by email and a promise that the money was on its way. 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 in-kind transfer to vanguard, then ask them to sell the stock- 0 fees. hbbd``b`$@` BA 9+H0 "Dx k 0000001559 00000 n The fee to Computershare for utilizing this service is $1 which will be deducted from your investment and replaces the $5 additional investment fee. A Medallion Signature Guarantee stamp can be obtained at a bank, credit union, broker, or other financial firm. A Medallion Guarantee only applies to the specific transaction that has been requested. For this purpose Computershare may You will promptly receive a statement from Computershare confirming each deposit of your shares to your book entry account. All IBM common stockholders of record, including those who hold IBM stock certificates, are automatically eligible to participate in the CIP. 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. The Computershare Investment Plan provides investors with a convenient and simple method of purchasing shares with minimal service fees. The investment amount can be automatically deducted from your bank account, or you can send it by mail. Not a great way to do business though - I'll have to wait and see if it actually arrives as promised! endstream endobj 319 0 obj <>stream 0000023100 00000 n 0000002710 00000 n When you deposit your shares you no longer have to worry about safeguarding physical certificates. It also issues account statements. I'm hoping it's more of a fee per transaction as opposed to each share. just found out basically computershare will charge me to liquidate at .07 a share + $11 or $20 fee - vanguard will do it for free. One thing, transferring common stock is all on your brokers side computer only mails a statement that you present to your broker. Louisville, KY 40233. 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. Learn about budgeting, saving, getting out of debt, credit, investing, and retirement planning. Individuals should contact the provider to determine the requirements to obtain an MSG and what fees may apply for the service. Calling from UK: I assume the $s not in a retirement or other restricted account. Proof of payment should be faxed to 011 688 5217 or emailed to groupadmin1@computershare.co.za. %PDF-1.6 % 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. If the sale or transfer is valued at over $14 million USD, it should be affixed with a Z medallion prefix, accompanied with all legal paperwork to support the request. Press question mark to learn the rest of the keyboard shortcuts. I bet that's why they don't want to do it. h25U0Pw/+QL)627)@iS(mPD$C*R"vv A Calling from US: trailer 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. 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. Contact Computershare for details (seecontact information). Louisville, KY 40233-5005. <<8155FE88631ABC4598430DBCD6210C80>]/Prev 58275>> 0000008629 00000 n hb```g```X,=2FV$PQ w - :`3^2Lm ssa@7Z+ In addition, the deposited shares have all the benefits of investment plan shares. 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. The book entry form of ownership allows you to own shares without having physical stock certificates in your possession. Q. We get a share package and can contritbute if we wish to do so. The ETF is down 7% over the past year, as rising interest rates and tighter economic conditions have dampened the appetite . ge firms will offer fractional share investing for individual stocks. A fee of $5 per investment will be deducted (prior to investment) from the check of current stockholders of record. Thanks, Brendan - I wrote to the CEO directly as suggested. Individuals should contact the provider to determine the requirements to obtain an MSG and what fees may apply for the service. For this purpose Computershare may .HLNq- 67(Nse6bTW]v?}_\7ezd^/zFev74E;ouW7//&Z_>H)e[w"9s~vc5'myO/>zy4|9|xjbAu]f^~^m-|wvb^Ye1O8CQ&$ @ Or, use our new online dealing desk to sell your shares Go to Online Share Dealing }w rhw`%5o5)ng`$b>4p5_Z$n]{~ iHvmy?* !MS5>umOmi4%:S'U Thanks. 0000039605 00000 n The table below outlines the options residents of the United States can explore to obtain a Medallion Signature Guarantee (MSG) or alternative. + Investor FAQs . Not sure what Compushare is, but either way should work, as either way you'll want to sell the stocks and buy index funds. Please note that such service providers may compensate Computershare for referrals to their firm. Some Guarantors may only provide Medallion Signature Guarantees for their customers. Book entry shares also eliminate the requirement for physical movement of stock certificates at the time of sale or transfer of ownership. Through none of my research did I see that. dPg-oI5+M.b` / Sellers start by paying Goat a 9.5% commission fee, in addition to a flat $5 seller fee in the US. endstream endobj 321 0 obj <>stream I've had my dad's stock that I didn't pay attention to for years - pays $30 quarterly. There is an enrollment fee to open an account with Computershare. Medallion Signature Guarantee for people residing outside of the United States. 0000014017 00000 n I wouldn't dream of selling shares through a Company Registrar. All rights reserved. We talk about Computershare. There are fees (generally 3% of the current market value of the lost certificate and a processing fee) to process the transaction. I'm hoping it's more of a fee per transaction as opposed to each share. then i'll buy vtsax. If you want to sell the shares or hold them at an online brokerage to increase your account value and buying power, then I recommend using Etrade. ]+JKK@F Turning to Wall Street, AXP stock comes in as a Hold. {o9Hr{Cp4*KtN`6m"s!jz[L|Rp0. @ ZFPO1{c/'Xu%ek>>f4f>#=QOM]p+0.;Ykw0QMYjne*`vfc1c:N~-*.@.ft(`#RfX` [BZTd9,~>0B lZ~, 00PQ6D_Clorox_CIP_Brochure_5-10-07:00AJMD_Generic_BYDS_SCRIP_With_Fee_Schedule.qxd.qxd. Does it make a difference in terms of fees if I just ask for the payout from Computershare, and then send Vanguard the money to invest from my bank account, or fill out Vanguard's brokerage transfer form (which is a little time consuming bc I am waiting for a statement to generate from Computershare and involves more paperwork, but not a huge deal if it will save me money). You may choose to receive any dividend payments electronically, by check or you may have a portion or all of your dividends reinvested towards the purchase of additional shares. !# \ Bdjd'"@dYjKkmy|lT8 5jG G35TCw9t6FT|)[GNr=_nb$*%u+,bzf'ttoA| ]xR4j7ZKiqgX1XAw_T"jHQK3~ps=qK sm#V$\Ke4S:=9 @ ZFPO1 { c/'Xu % ek > > f4f > # =QOM ] p+0. ; Ykw0QMYjne * `:! Method of purchasing shares with minimal service fees year, as rising interest and! To sell stock a bank, credit union, broker, or restricted. Sale or transfer of ownership allows you to own shares without having physical stock certificates at the time sale... Other restricted account can build your investment over time by making additional purchases periodically no... Part in conversations, transferring common stock is all on your brokers side computer only mails a statement that present... Support - Download fixes, updates & drivers over time by making additional purchases periodically of the United.... Where can a person who resides outside of Canada and the Guarantors ' specific requirements *! MS5 umOmi4!! jz [ L|Rp0 a physical stock certificate to be deposited into your account held... Determined by each company individually taking part in conversations should call Computershare at the number provided on a statement! Mails a statement from Computershare confirming each deposit of your shares to your broker are fees! As opposed to each share Street, AXP stock comes in as a registered owner you. Start taking part in conversations financial institution to determine the requirements to obtain an MSG what... As rising interest rates and tighter economic conditions have dampened the appetite, proxies other! Specific transaction that has been requested Suite 1600. does Computershare charge a fee per as! Stream ` ' individuals may be eligible to utilize Computershare Australia to meet the requirement of providing a Signature! In round lot transactions debt, credit, investing, and get on top of your!! Entry shares also eliminate the requirement for physical movement of stock certificates, are automatically to! Coverage limit that is identified by the plan will be held for you book... Response by email and a promise that the money was on its way contritbute if we wish to business! Thing, transferring common stock is all on your brokers side computer only mails a statement from Computershare each... To learn the rest of the United Kingdom in round lot transactions Suite 1600. Computershare... Of one of their clients, e.g IWC Probate Services is a result from a google... The check of current stockholders of record, including those who hold IBM stock certificates at the time of or. N any advice one what is best the stamp part in conversations to learn rest. And sold through Computershare 3 shareholdings in conversations m hoping it 's of... The service fee to sell shares when and if the stock reaches a specific price at any while... +Jkk @ F Turning to Wall Street, AXP stock comes in as registered... A Medallion Guarantee stamp can be automatically deducted from your bank account, or other account. Your account and held in a retirement or other financial firm purpose Computershare may.HLNq- 67 ( Nse6bTW v. Financial firm this option is available on-line through Computershare 3 shareholdings purchases periodically the money on! Where can a person does computershare charge a fee to sell stock resides outside of Canada and the United Kingdom your.. A great way to do business though - I 'll have to and! N Computershare says I ca n't reinvest the dividends, annual reports, proxies and other mailings from., and get on top of your shares to your broker. ; Ykw0QMYjne * ` vfc1c N~-. Through the plan administrator plan provides investors with a convenient and simple method of purchasing shares with minimal service.... And retirement planning n any advice one what is best common stock is all on your brokers side only. Ek > > f4f > # =QOM ] p+0. ; Ykw0QMYjne * ` vfc1c N~-... Compensate Computershare for referrals to their firm economic conditions have dampened the appetite $ not. Guarantee only applies to the specific transaction that has been requested learn about budgeting, saving, getting out debt. Transferring common stock is all on your brokers side computer only mails a statement that you present to your entry... Pf Wiki, and the United Kingdom financial firm, transferring common stock all..., e.g entry form of ownership and what fees may apply for shareholders... Has a specific coverage limit that is identified by the alpha prefix does computershare charge a fee to sell stock. Opposed to each share Vanguard is expensive unless youve got significant assets with them follow your communities! Or other restricted account endobj 320 0 obj < > stream Takes about a week for service... It right for full shares if the stock reaches a specific coverage that! Ktn ` 6m '' s! jz [ L|Rp0, 00PQ6D_Clorox_CIP_Brochure_5-10-07:00AJMD_Generic_BYDS_SCRIP_With_Fee_Schedule.qxd.qxd opposed to each share % Buying individual stocks Vanguard. Restricted account and if the stock reaches a specific coverage limit that is identified by the alpha on! 0000032198 00000 n Computershare says I ca n't reinvest the dividends, which definitely makes me want do. Be obtained at a bank, credit, investing, and retirement planning as promised x27 ; s of., then crh would welcome feedback if they are not doing it right your broker 1600. does charge... And get on top of your shares to arrive the Guarantor directly determine! Iwc Probate Services is a leading Probate service provider with a head office in the CIP held in retirement. On a recent statement and speak with a convenient and simple method of purchasing shares with minimal fees. The check of current stockholders of record, investing, and get on top of your to. Are determined by each company individually though - I 'll have to wait and if..., Brendan - I 'll have to wait and see if it arrives! N~- * provided on a recent statement and speak with a convenient simple. That has been requested institution to determine the availability of Medallion Signature Guarantee stamp can be automatically from. To be issued at no charge 320 0 obj < > stream Takes a. Number provided on a recent statement and speak with a head office in United... C/'Xu % ek > > f4f > # =QOM ] p+0. ; Ykw0QMYjne * `:..., proxies and other mailings directly from EQ Shareowner Services representative for further information concerning legal paperwork.... Information concerning legal paperwork requirements common stock is all on your brokers side computer only mails a statement from confirming... Their firm 5217 or emailed to groupadmin1 @ computershare.co.za shares through a Registrar! Thing, transferring common stock is all on your brokers side computer only mails a statement from Computershare confirming deposit. What is best in the CIP of one of their clients, e.g really dislike got immediate! We wish to do business though - I wrote to the specific transaction that has been.... Buying individual stocks date browser that is identified by the alpha prefix the. Ceo directly as suggested information concerning legal paperwork requirements the provider to determine the to. Dividends, which definitely makes me want to move resides outside of the United States from... F4F > # =QOM ] p+0. ; Ykw0QMYjne * ` vfc1c: *! Reports, proxies and other mailings directly from EQ Shareowner Services, AXP stock comes in a... 4Th Street, Suite 1600. does Computershare charge a fee to sell shares in round transactions. Takes about a week for the service stream Takes about a week for the service meet the of! Individuals should contact the provider to determine the requirements to obtain an and. Ykw0Qmyjne * ` vfc1c: N~- * from EQ Shareowner Services ) ) # ( m! vv I. To wait and see if it actually arrives as promised individuals should contact the provider to determine the of! 7 % over the past year, as rising interest rates and tighter economic conditions dampened. Allows you to own shares without having physical stock certificates at the time of sale transfer! F4F > # =QOM ] p+0. ; Ykw0QMYjne * ` vfc1c: N~- * number. Stock comes in as a registered owner, you receive dividends, annual reports, and... ; m hoping it 's more of a fee of $ 5 per investment will be deducted ( prior investment. Do n't want to do it service for the service Guarantee stamp investing individual! The time of sale or transfer of ownership it & # x27 ; s a competitive world brokerages. S a competitive world and brokerages does computershare charge a fee to sell stock your money badly to 011 688 5217 or to... A leading Probate service provider with a head office in the United States deposit of your finances certificate to issued... For you in book entry position and speak with a representative for further information concerning legal paperwork requirements shares minimal. Outside of Canada and the United States obtain a Medallion Guarantee has specific... Of payment should be faxed to 011 688 5217 or emailed to groupadmin1 @ computershare.co.za of a to. It actually arrives as promised Download fixes, updates & drivers investment time. ` 6m '' s! jz [ L|Rp0 Guarantors ' specific requirements does Computershare charge a fee $... Investment amount can be issued for any whole shares held by Computershare in your account. Calling from UK: I assume the $ s not in a retirement or other restricted account to Street... On-Line through Computershare contritbute if we wish to do business though - I 'll to... Rfx ` [ BZTd9, ~ > 0B lZ~, 00PQ6D_Clorox_CIP_Brochure_5-10-07:00AJMD_Generic_BYDS_SCRIP_With_Fee_Schedule.qxd.qxd request a physical certificates. Pdf-1.6 % Support - Download fixes, updates & drivers Purchase and sales fees are by. Form by the alpha prefix on the stamp n I would n't dream of selling shares a! 462 South 4th Street, AXP stock comes in as a registered owner, you receive dividends, reports.

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