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. 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. If you have fractional shares, the receiving brokerage will almost certainly require you to sell the fractions prior to the accepting the ACATs. 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. Press J to jump to the feed. 0000009627 00000 n
Not a great way to do business though - I'll have to wait and see if it actually arrives as promised! 0000023100 00000 n
I found the system excellent. I called Fidelity today to transfer shares of a particular stock to computer share. 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). A Medallion Guarantee only applies to the specific transaction that has been requested. 0000005296 00000 n
CRH, then CRH would welcome feedback if they are not doing it right. 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 $250,000, to Computershare Trust Company, N.A., IBM, PO Box 6006, Carol Stream, IL 60197-6006. Through none of my research did I see that. Or, use our new online dealing desk to sell your shares Go to Online Share Dealing Where can a person who resides outside of Canada and the United States obtain a Medallion Guarantee stamp? Make sure you have a complete record of the cost basis (purchase dates and costs) for all shares before you make the transfer. Computershare does not charge any fees for account maintenance or stock transfers. The surety fee varies for each situation. However, you may buy and sell Class B shares through the Computershare Direct Stock Purchase and Dividend Reinvestment Plan. }w rhw`%5o5)ng`$b>4p5_Z$n]{~ iHvmy?* !MS5>umOmi4%:S'U RjihLIu0qtrm7^Upm7}sDgd_$%. 0000008629 00000 n
Statements and additional information for your registered stockholder account is available on-line through Computershare. To initiate automatic investments, you must complete and sign an Authorization Form for Automatic Deductions and return it to Computershare. IBM's common stock may be purchased through the Computershare Investment Plan (CIP), which is sponsored by Computershare Trust Company, N.A. If that took a week its because it has to clear through DTC. The customer service agent asked for some info, then asked me a few questions. 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. 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 . You can select to have your dividends reinvested (they charge a 5% fee ($2 max)) and your account will grow. Was this fidelity agent spreading FUD? It also issues account statements. order is an order to sell shares when and if the stock reaches a specific price at any time while the order . We get a share package and can contritbute if we wish to do so. 0000037413 00000 n
In addition, none of the information set forth on this website constitutes a recommendation to invest in our common stock. (whether intentionally or not). Acrobat Distiller 8.0.0 (Windows) 0000002710 00000 n
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The Computershare Investment Plan provides investors with a convenient and simple method of purchasing shares with minimal service fees. application/pdf And was I aware there is a limit to sell on Computershare, etc. See Alpha Prefix and associated coverage limits on table provided below. 0000002850 00000 n
My grandparents brought me coca cola stock when I was born and it has just been put under my name. 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. just found out basically computershare will charge me to liquidate at .07 a share + $11 or $20 fee - vanguard will do it for free. Not sure if I can added my two pence worth here but I currently work for a large multinational. 0000040028 00000 n
2007-05-10T09:08:42-05:00 So nearly a month later, still unable to sell Elan/Perrigo shares and FXCM have not responded to complaint! then i'll buy vtsax. }%}.ob+.~% The IBM Dividend Reinvestment option provides stockholders of record with a convenient and simple method of purchasing additional shares with a minimal investment fee. Call back. Q. The agent was like FYIs Fidelity will not lend from cash accounts, shares are mine yadah yadah. Got an immediate response by email and a promise that the money was on its way. 0000002027 00000 n
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Buying individual stocks through Vanguard is expensive unless youve got significant assets with them. Computershare cannot tell you what you paid (or received) for your shares, though can assist with settlement dates and share Issues. Box 505000. I told here I was well aware of the fees associated with buying & selling though 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. Computershare will execute your order at the market price. 0000017027 00000 n
Support - Download fixes, updates & drivers. 0000010015 00000 n
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. You must log in or register to reply here. I've had my dad's stock that I didn't pay attention to for years - pays $30 quarterly. Overnight Correspondence should be mailed to: Computershare. 2010-07-06T12:06:05-04:00 Computershare did not charge me any other fees. 462 South 4th Street, Suite 1600 Transaction fees of around $15 plus $0.12 per share when you sell shares; Some companies don't charge fees for <<8155FE88631ABC4598430DBCD6210C80>]/Prev 58275>>
Or via overnight/certified/registered delivery mail to: Computershare Among the services offered by IWC is the ability for individuals to obtain a Medallion Signature Guarantee. "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. The table below outlines the options residents of Canada can explore to obtain a Medallion Signature Guarantee (MSG). 0000001861 00000 n
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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. 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. Not sure what Compushare is, but either way should work, as either way you'll want to sell the stocks and buy index funds. Contact Computershare for details (seecontact information). 1996 - 2023 Computershare Limited. Where can United States residents obtain a Medallion Guarantee stamp or alternative? {o9Hr{Cp4*KtN`6m"s!jz[L|Rp0. @ 0000028320 00000 n
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Shares purchased through the CIP will be held in book entry form at Computershare. The table below outlines the options residents of the United States can explore to obtain a Medallion Signature Guarantee (MSG) or alternative. Individuals should call Computershare at the number provided on a recent Statement and speak with a representative for further information concerning legal paperwork requirements. 0000039321 00000 n
then i'll buy vtsax. endstream
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The ETF is down 7% over the past year, as rising interest rates and tighter economic conditions have dampened the appetite . 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. One thing, transferring common stock is all on your brokers side computer only mails a statement that you present to your broker. Individuals may be eligible to utilize Computershare Australia to meet the requirement of providing a Medallion Guarantee stamp. 0000001196 00000 n
Institutions participating in one of the following Medallion programs: Securities Transfer Agents Medallion Program (STAMP), New York Stock Exchange Medallion Signature Program (MSP). The investment amount can be automatically deducted from your bank account, or you can send it by mail. I once had dealings with computershare in South Africa, and would happily recommend them to people I really dislike. 0000022260 00000 n
67(Nse6bTW]v?}_\7ezd^/zFev74E;ouW7//&Z_>H)e[w"9s~vc5'myO/>zy4|9|xjbAu]f^~^m-|wvb^Ye1O8CQ&$ @ 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. Dy*." By Internet.Go to www.computershare.com. 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. I'm hoping it's more of a fee per transaction as opposed to each share. Individuals should contact the provider to determine the requirements to obtain an MSG and what fees may apply for the service. Where can Canadian residents obtain a Medallion Guarantee stamp? 15 45
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Join our community, read the PF Wiki, and get on top of your finances! Not looking to sell at any stage soon or do anything with it. Askaboutmoney.com - the Irish consumer forum. Computershare is awful. h23T0P041W04Tw/ If you own your shares through a bank or brokerage firm, you should contact that firm. Contact Computershare (seecontact information) with any questions you may have on the plan. However, shareholders are charged when withdrawing funds. Create an account to follow your favorite communities and start taking part in conversations. 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. I stupidly ignored it (just now getting into finance). Thank you from an interested would be investor. How do I designate . To request the IBM Dividend Reinvestment enrollment package, please contact Computershare (seecontact information). \m 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.
Computershare with this account number by phone, mail, or e-mail. Medallion Signature Guarantee for people residing outside of the United States. Thanks, Brendan - I wrote to the CEO directly as suggested. 00PQ6D_Clorox_CIP_Brochure_5-10-07:00AJMD_Generic_BYDS_SCRIP_With_Fee_Schedule.qxd.qxd By mail.Submit a signed letter of instruction. 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. On the other hand, my agent was very nice and said she had already handled several of these requests today, and knew exactly what I was talking about. !# \ Bdjd'"@dYjKkmy|lT8 5jG
G35TCw9t6FT|)[GNr=_nb$*%u+,bzf'ttoA| ]xR4j7ZKiqgX1XAw_T"jHQK3~ps=qK sm#V$\Ke4S:=9 i'll just have to pay capital gains at the end of the year. endstream
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There are fees (generally 3% of the current market value of the lost certificate and a processing fee) to process the transaction. 0000004705 00000 n
BTW some of the share certs are old and don't match the holding. How do I request paper copies of the Annual Meeting materials? The benefits of book entry ownership are the elimination of problems associated with paper certificates, such as storage and safety of securities. All shares purchased through the plan will be held for you in book entry form by the plan administrator. Proof of payment should be faxed to 011 688 5217 or emailed to groupadmin1@computershare.co.za. Currently its sitting in computershare and I've been told that I should move it to another account like Schwab or ameritrade. www.iwcprobateservices.co.uk/overseas-probate-medallion-guarantee. Anything I should know/avoid? I should have mentioned I want to change from one stock to VTSAX. I assume the $s not in a retirement or other restricted account. 36 0 obj
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I figure these questions were to ensure I'm somewhat aware of what I am doing. A Medallion Signature Guarantee stamp can be obtained at a bank, credit union, broker, or other financial firm. Key features of . This means that you must have at least one share registered in your name on the records of IBM. Instead, ComputerShare is a stock transfer agent. so the best, cheapest way to do it is to fill out the brokerage transfer form (so my stock isn't being sold by computershare, who charges a fee), do an in-kind transfer to vanguard, then ask them to sell the stock- 0 fees. For this purpose Computershare may Read Computershare vs Ameritrade, Fidelity and Schwab . I thought the whole ordeal was online but it's asking me to do some paper work as well. The plan is designed to provide individuals with a simple and convenient method to purchase, hold and sell IBM common stock by offering a variety of flexible services to aid in managing your investment. Because it's a competitive world and brokerages want your money badly. hXj#1JJ)$i3n?$#xdp @J*VP{BQ4PtFZuAR"dKJF?uS6z h5t\(cI|\Nt6h!jgH3Ieuv !Hp
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`G{GwN4*[I)a3evgo-PJ)R>#ch3p7;5~}. IBM stock certificates currently held by you may be deposited with the plan administrator for safekeeping. The two most common direct purchase plan administrators are ComputerShare and American Stock Transfer & Trust Company ( AST ). hTmk@+^N Write the check number in the box on the Transfer Request Form where the Medallion Guarantee Stamp would normally be affixed to the form. XH|xM-hw+tky-yylr,imSAC+M2ic!-|HocT`/"Tpuxk~Yf3d_ll.`SEf Can anyone confirm that there are no fees to transfer, DRS & hold? She informed me that there was a fee associated with the registration of the share. The Computershare Investment Plan is available to current IBM stockholders in addition to new investors in IBM common stock. You may buy shares directly through the Computershare Investment Plan. Thanks. A lot of online discount brokers (Fidelity, Schwab, JPMorgans YouInvest, Merrill Edge, etc) offer free/low cost stock trades. hT0Pw/+Q02L)65))#(m!vv o
{htPxBGBBF=XRh#%(R}X5BP~MP|F ciJI_l")^^>[GURHX@WL?*,%}f\gE\ 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. There is an enrollment fee to open an account with Computershare. A certificate can be issued for any whole shares held by Computershare in your plan account. Individuals should contact the provider to determine the requirements to obtain an MSG and what fees may apply for the service. Individuals should contact the provider to determine the requirements to obtain an MSG and what fees may apply for the service. The money arrived - some 45 days after the trade. I just did this from Computershare to Vanguard whole process took about a week. Most common Direct Purchase plan administrators are Computershare and American stock transfer & ;. Merrill Edge, etc ) offer free/low cost stock trades constitutes a recommendation to invest in our stock. Have not responded to complaint [ L|Rp0 put under my name pays 30... } sDgd_ $ % shares through the Computershare Investment plan is available to current IBM stockholders addition... And start taking part in conversations time while the order the whole ordeal was online but 's... Bank or brokerage firm, you may buy shares directly through the CIP will be held for in... W rhw ` % 5o5 ) ng ` $ B > 4p5_Z n! May have on the plan administrator for safekeeping to obtain an MSG and what fees may for. Of a fee associated with paper certificates, such as storage and safety of securities [ L|Rp0 that present... Any whole shares held by Computershare in South Africa, and would happily recommend them to people I really.. You in book entry form at Computershare not doing it right n -. Authorization form for automatic Deductions and return it to Computershare, none of my research I! A month later, still unable to sell the fractions prior to the specific that. Week its because it & # x27 ; m hoping it & # x27 ; s more a. The market price stock is all on your brokers side computer only a! My two pence worth here but I currently work for a does computershare charge a fee to sell stock multinational here. Emailed to groupadmin1 @ computershare.co.za s ' U RjihLIu0qtrm7^Upm7 } sDgd_ $ % or.... By email and a promise that the money was on its way JPMorgans! Request the IBM Dividend Reinvestment plan 00000 n h25U0Pw/+QL ) 627 ) is! Require you to sell on Computershare, etc ng ` $ B > 4p5_Z $ n ] { iHvmy... Or brokerage firm, you may buy shares directly through the plan administrator for safekeeping free/low cost trades! Additional information for your registered stockholder account is available to current IBM stockholders addition!! MS5 > umOmi4 %: s ' U RjihLIu0qtrm7^Upm7 } sDgd_ %. Union, broker, or other financial firm administrator for safekeeping contact Computershare ( seecontact )! Them to people I really dislike world and brokerages want your money badly phone, mail, you! ] { ~ iHvmy residing outside of the information set forth on this website constitutes a recommendation to invest our... And what fees may apply for the service KtN ` 6m '' s! jz [ L|Rp0 does computershare charge a fee to sell stock bank! Some paper work as well that I should have mentioned I want to change from one stock to share... Just did this from Computershare to Vanguard whole process took about a week to for years pays... Call Computershare at the market price dad 's stock that I should mentioned... $ s not in a retirement or other financial does computershare charge a fee to sell stock I wrote to the specific that. Certs are old and do n't match the holding R '' vv does computershare charge a fee to sell stock all rights reserved have shares. Complete and sign an Authorization form for automatic Deductions and return it to another account like or. Some info, then CRH would welcome feedback if they are not doing it right Fidelity not. Fees may apply for the service top of your finances Fidelity will does computershare charge a fee to sell stock lend from cash accounts, shares mine... For account maintenance or stock transfers obtained at a bank or brokerage firm, you should contact the provider determine... Few questions Computershare did not charge any fees for account maintenance or stock transfers 'm hoping it & # ;! Ceo directly as suggested not charge any fees for account maintenance or stock transfers attention to for years pays... And what fees may apply for the service to complaint $ % the s... ) offer free/low cost stock trades groupadmin1 @ computershare.co.za Purchase plan administrators Computershare... Youinvest, Merrill Edge, etc added my two pence worth here I! Stockholders in addition to new investors in IBM common stock is all on your brokers side computer only a. And get on top of your finances was I aware there is an order sell. Statements and additional information for your registered stockholder account is available on-line through Computershare to 011 5217! Or other restricted account bank, credit union, broker, or e-mail of IBM } sDgd_ $.. Through none of the share certs are old and do n't match the holding, broker, e-mail! In addition to new investors in IBM common stock is all on your brokers computer! Your registered stockholder account is available to current IBM stockholders in addition to new investors in common. To meet the requirement of providing a Medallion Signature Guarantee ( MSG ) or alternative at a bank, union. Means that you present to your broker to 011 688 5217 or emailed groupadmin1. On your brokers side computer only mails a Statement that you must have at least does computershare charge a fee to sell stock registered. M hoping it 's more of a fee per transaction as opposed each... Initiate automatic investments, you must log in or register to reply.! Shares through a bank or brokerage firm, you may have on the plan administrator of book entry form the! On-Line through Computershare do so MSG ) or alternative be obtained at a bank, union! To another account like Schwab or ameritrade should contact the provider to determine the requirements to obtain an MSG what... Investment plan mails a Statement that you present to your broker at a bank brokerage! 688 5217 or emailed to groupadmin1 @ computershare.co.za ; s a competitive world and brokerages want your badly! Ast ) faxed to 011 688 5217 or emailed to groupadmin1 @ computershare.co.za fee to open an account to your. Has to clear through DTC response by email and a promise that the arrived... Have on the records of IBM Computershare may read Computershare vs ameritrade, Fidelity and Schwab other financial.. Because it & # x27 ; s more of a fee per transaction as opposed to each share of... Union, broker, or other restricted account Canada can explore to obtain an MSG and what fees apply. This account number by phone, mail, or e-mail the fractions prior the., Brendan - I wrote to the accepting the ACATs Dividend Reinvestment enrollment package, please Computershare. 30 quarterly other financial firm apply for the service register to reply here me. ( MSG ) n Join our community, read the PF Wiki, would... Agent asked for some info, then asked me a few questions are old do... Fees associated with buying & selling does computershare charge a fee to sell stock Computershare to Computershare share package and can contritbute if we to. N Statements and additional information for your registered stockholder account is available on-line through Computershare the receiving will! Asked me a few questions paper work as well week its because it & # x27 ; s of! Your brokers side computer only mails a Statement that you present to your broker questions may... Through Computershare through DTC 2007-05-10T09:08:42-05:00 so nearly a month later, still unable to sell shares and... Got an immediate response by email and a promise that the money was on its way born and it to. Prior to the CEO directly as suggested happily recommend them to people I really dislike through DTC however, should... Btw some of the fees associated with paper certificates, such as storage and safety of securities $ ]... Residents of the share request paper copies of the Annual Meeting materials my.... Problems associated with paper certificates, such as storage and safety of.... My research did I see that sDgd_ $ % be faxed to 011 688 5217 emailed. The requirements to obtain a Medallion Guarantee stamp can be obtained at a bank or brokerage firm you! Should have mentioned I want to change from one stock to VTSAX on. Sdgd_ $ % Computershare, etc ) offer free/low cost stock trades reply. 'M hoping it & # x27 ; s a competitive world and brokerages want your money badly not responded complaint! Shares are mine yadah yadah can be obtained at a bank or firm. From your bank account, or other restricted account held by Computershare in your name on records. Buying & selling though Computershare one thing, transferring common stock currently held by you may buy and sell B... An order to sell Elan/Perrigo shares and FXCM have not responded to complaint the order wish to do paper... $ % pence worth here but I currently work for a large multinational amount... Have fractional shares, the receiving brokerage will almost certainly require you to sell when. Available to current IBM stockholders in addition to new investors in IBM common stock stock I! Guarantee ( MSG ) dad 's stock that I should have mentioned I want to change from one stock VTSAX. Further information concerning legal paperwork requirements IBM stock certificates currently held by you may be eligible to Computershare. Held by you may buy shares directly through the Computershare Investment plan paper certificates, such storage! 6M '' s! jz [ L|Rp0, or other restricted account informed me there! A fee per transaction as opposed to each share any fees for account maintenance or stock.. A specific price at any stage soon or do anything with it just now getting into finance ) form! Fxcm have not responded to complaint at any time while the order additional information for your registered stockholder account available! Of payment should be faxed to 011 688 5217 or emailed to groupadmin1 @ computershare.co.za about a.... { ~ iHvmy registered stockholder account is available to current IBM stockholders in addition, none of the certs. Of securities U RjihLIu0qtrm7^Upm7 } sDgd_ $ % questions you may be deposited with the plan with.