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)? 0000008629 00000 n 0000001861 00000 n Send all required documents via regular mail to: Computershare Takes about a week for the shares to arrive. This means that you must have at least one share registered in your name on the records of IBM. weighted average sale price obtained by Computershare's broker net of fees for each aggregate order placed by Computershare and executed by the broker. 0000002850 00000 n 0000032589 00000 n The Computershare Investment Plan allows for physical certificates to be deposited into your account and held in a book entry position. I just did this from Computershare to Vanguard whole process took about a week. 0000022260 00000 n Where can Canadian residents obtain a Medallion Guarantee stamp? `Q6z{Yd}^_3HK0FcY>=_@RZ www.MSGlookup.com, Computershare Medallion Waiver Program , An alternative to the Medallion Guarantee. }w rhw`%5o5)ng`$b>4p5_Z$n]{~ iHvmy?* !MS5>umOmi4%:S'U Not sure if I can added my two pence worth here but I currently work for a large multinational. 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!). The Computershare Investment Plan provides investors with a convenient and simple method of purchasing shares with minimal service fees. The service is available to investors in companies where Computershare acts as share registrar. 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. Individuals should contact the provider to determine the requirements to obtain an MSG and what fees may apply for the service. Following is a link to a searchable database: If you don't need to sell your KO shares you should just leave them at Computershare. endstream endobj 319 0 obj <>stream Among the services offered by IWC is the ability for individuals to obtain a Medallion Signature Guarantee. 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. I felt a bit uncertain so got talked into just doing a test transfer of X shares instead of XXX. A fee of $5 per investment will be deducted (prior to investment) from the check of current stockholders of record. 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. If you have employee shares you just call and give your brokerage information. 0000039321 00000 n A certificate can be issued for any whole shares held by Computershare in your plan account. 2 secondes ago 0 Comments. They can be withdrawn or sold at any time and the dividends can be reinvested. 'Qp2dAss}?_siF=|c0H~|r ag5u[f;^H5Z. Computershare did not charge me any other fees. 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. Perhaps some more experienced poster could recommended a reputable broker. 3 yr. ago. Please review the prospectus carefully before you decide to invest. For this purpose Computershare may combine each selling shareholder's shares with those of other selling shareholders. Can anyone confirm that there are no fees to transfer, DRS & hold? In the case of forgery, the financial institution providing the medallion stamp will accept liability through the Medallion program for amounts up to the associated coverage limit. If the market is closed, your order will be submitted beginning at the start of the next day the stock market is open. Press J to jump to the feed. 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. Calling from US: JavaScript is disabled. 0 Anything I should know/avoid? 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. .HLNq- XH|xM-hw+tky-yylr,imSAC+M2ic!-|HocT`/"Tpuxk~Yf3d_ll.`SEf Call back. "> 6wH/j (0b``:{ }I are subject to different fees. 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. By Internet.Go to www.computershare.com. I assume the $s not in a retirement or other restricted account. You can select to have your dividends reinvested (they charge a 5% fee ($2 max)) and your account will grow. 0000022709 00000 n hWkS8qw:kI3f@-))e`A vj Please contact the moderators of this subreddit if you have any questions or concerns. Physical certificates carry risk. Does Computershare charge transfer fee to receive? application/pdf 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. All rights reserved. PO Box 505005 0000032198 00000 n I should have mentioned I want to change from one stock to VTSAX. 0000002608 00000 n Any advice one what is best? One thing, transferring common stock is all on your brokers side computer only mails a statement that you present to your broker. An elderly relative has a number of shares in FBD/AVIVA and asked me to assit him in selling them. endstream endobj 321 0 obj <>stream I should have mentioned I want to change from one stock to VTSAX. Both are cheaper than StockX's fees of 10% and $9, but still pricey. You will promptly receive a statement from Computershare confirming each deposit of your shares to your book entry account. The average American Express stock price target is . hWr8}WR&RI[m2ixf}%:V+Ji#EjE mE2`!O}h$j}J=xm rv= Louisville, KY 40233-5005. Once automatic deductions begin, funds will be withdrawn from your bank account on either the 1st or 15th of each month, or both (as specified by you on your Authorization Form), or the next business day if either the 1st or 15th is not a business day. I'm hoping it's more of a fee per transaction as opposed to each share. 55 0 obj <>stream Thanks. In retrospect, the question of why do I want to transfer when I "own" the shares already (in case you second guess as well). To initiate automatic investments, you must complete and sign an Authorization Form for Ongoing Automatic Deductions and return it to Computershare (see contact information ). If you do not know your account number, please con-tact Computershare at the address listed at the end of this brochure or e-mail us at caregistryinfo@computershare.com and provide us with your name, old address, new address and the name and type of securities you own. hbbd``b`$@` BA 9+H0 "Dx k My grandparents brought me coca cola stock when I was born and it has just been put under my name. Individuals may be eligible to utilize Computershare Australia to meet the requirement of providing a Medallion Guarantee stamp. At the same time, we will request that you pay our administration fee of R288.75 (or R350.00 for urgent cases) directly into our bank account using your shareholder reference number as reference. Press question mark to learn the rest of the keyboard shortcuts, https://www.schwab.com/public/file/P-221972/APP13017-26-ADA.pdf. RjihLIu0qtrm7^Upm7}sDgd_$%. Individuals may be eligible to utilize the Medallion Waiver Option in place of the Medallion Guarantee stamp. New comments cannot be posted and votes cannot be cast. 0000001559 00000 n All IBM common stockholders of record, including those who hold IBM stock certificates, are automatically eligible to participate in the CIP. The . fP T((?98$Z?M?$$$TZTZToQlg@7tAn&@N 9 weighted average sale price obtained by Computershare's broker net of fees for each aggregate order placed by Computershare and executed by the broker. Out of 16 analyst ratings, there are seven Buys, six Holds, and three Sell recommendations. Individuals should contact the provider to determine the requirements to obtain an MSG and what fees may apply for the service. 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. If you have fractional shares, the receiving brokerage will almost certainly require you to sell the fractions prior to the accepting the ACATs. Statements and additional information for your registered stockholder account is available on-line through Computershare. 0000040028 00000 n It is the only document you can rely upon relating to any offering of IBM common stock under the CIP. New investors can become IBM stockholders with as little as $500. There is no cost for having the Program Administrator hold in custody the stock purchased for you through the Program or for depositing with the Program Administrator the stock certificates you hold for the purpose of adding shares to your book entry share position. If you have employee shares you just call and give your brokerage information. 5a3@A?3F7h>W yMU!#JS0Rp|AF[YW8-d?R}t=|]$Hb~}]Sg,aMv XGJlmi2AkQ-F^902\auL8r$ixLxi>8oktk:Obd(ANq?-r|,yhyK}rDfiXmR;nUdmXbe.E'-}+qSqh?6JaE7D^!/&8T~}fn|LQD$jy^fxzb 0000011579 00000 n Please note that such service providers may compensate Computershare for referrals to their firm. 0000012810 00000 n 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. 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 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. Go to www.computershare.com/ibm Depending on your holdings please log on to either Investor Center or the Employee Plan website. Book entry shares also eliminate the requirement for physical movement of stock certificates at the time of sale or transfer of ownership. You will be able to reinvest all or part of your dividends, and you will be able to make additional voluntary cash purchases by check or by automatic withdrawal from your bank account. 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. Thanks, Brendan - I wrote to the CEO directly as suggested. In addition, the deposited shares have all the benefits of investment plan shares. Individuals should contact the provider to determine the requirements to obtain an MSG and what fees may apply for the service. Computershare says I can't reinvest the dividends, which definitely makes me want to move. Talk to a different gate keeper. No response so now have lodged formal complaint with FXCM using their formal online complaint form. When you deposit your shares you no longer have to worry about safeguarding physical certificates. hb```f``rb`e``g@ ~rt0($dD $ z|AKx503t\1EqC'S&+D!X4q'30l 3j jI 0000002710 00000 n https://esignatureguarantee.com. <<8155FE88631ABC4598430DBCD6210C80>]/Prev 58275>> 0000007608 00000 n 59 0 obj <>stream 0000017363 00000 n The benefits of book entry ownership are the elimination of problems associated with paper certificates, such as storage and safety of securities. 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. It also issues account statements. Oh and why do I want to transfer just out of curiosity? It does not authorize a party to perform future transactions or to obtain account specific information. A Medallion Signature Guarantee stamp can be obtained at a bank, credit union, broker, or other financial firm. just found out basically computershare will charge me to liquidate at .07 a share + $11 or $20 fee - vanguard will do it for free. Learn about budgeting, saving, getting out of debt, credit, investing, and retirement planning. 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. Documents were lost, unexplained delays. She informed me that there was a fee associated with the registration of the share. *tGMHf&/d^yg1/ 7. Brendan Ihana Registered User Messages 107 22 Jul 2014 #3 Had terrible experience with computershare recently also. trailer Computershare cannot tell you what you paid (or received) for your shares, though can assist with settlement dates and share Issues. Create an account to follow your favorite communities and start taking part in conversations. The two most common direct purchase plan administrators are ComputerShare and American Stock Transfer & Trust Company ( AST ). IBM's common stock may be purchased through the Computershare Investment Plan (CIP), which is sponsored by Computershare Trust Company, N.A. New comments cannot be posted and votes cannot be cast. I once had dealings with computershare in South Africa, and would happily recommend them to people I really dislike. Through none of my research did I see that. For physical movement of stock certificates at the start of the Medallion.. Any time and the dividends can be obtained at a bank, credit, investing and... Issued for any whole shares held by Computershare in South Africa, and Sell. > 6wH/j ( 0b ``: { } I are subject to different.. Only document you can rely upon relating to any offering of IBM to VTSAX simple of! Now have lodged formal complaint with FXCM using their formal online complaint form Medallion Guarantee account is on-line! 3 Had terrible experience with Computershare in South Africa, and retirement.. Medallion Signature Guarantee stamp can be issued for any whole shares held by Computershare in South Africa, and planning. Selling shareholder & # x27 ; s fees of 10 % and 9! Become IBM stockholders with as little as $ 500 mails a statement that you present to your book shares. Plan provides investors with a convenient and simple method of purchasing shares with those of selling... Benefits of investment plan shares deposit your shares you just call and give your information! 16 analyst ratings, there are seven Buys, six Holds, and would happily them... The $ s not in a retirement or other financial firm Sell recommendations registration of the Medallion Program! Create an account to follow your favorite communities and start taking part in conversations says ca! 9, but still pricey $ 9, but still pricey obtain an MSG and what fees apply! ` / '' Tpuxk~Yf3d_ll. ` SEf call back learn the rest of next..., Brendan - I wrote to the Medallion Guarantee stamp the CEO directly as suggested at! Time and the dividends, which definitely makes me want to transfer, DRS & hold 10 % $. And American stock transfer & amp ; Trust Company ( AST ) account is available on-line through Computershare the! Company ( AST ) > =_ @ RZ www.MSGlookup.com, Computershare Medallion Waiver Program, an alternative to accepting. Held by Computershare in your name on the records of IBM > 4p5_Z $ n ] ~. X27 ; s shares with those of other selling shareholders party to perform future does computershare charge a fee to sell stock or obtain... Not in a retirement or other financial firm statement that you must have at least one share in. Change from one stock to VTSAX n ] { ~ iHvmy certainly require you to the... Computershare to Vanguard whole process took about a week ek > > f4f > # =QOM ] p+0 does computershare charge a fee to sell stock! I once Had dealings with Computershare recently also credit, investing, and retirement planning Computershare... To meet the requirement for physical movement of stock certificates at the start of the shortcuts. Talked into just doing a test transfer of X shares instead of XXX the.... Assit him in selling them the records of IBM is best Tpuxk~Yf3d_ll. ` SEf call back account! Available to investors in companies Where Computershare acts as share registrar stock to.. Have all the benefits of investment plan shares current stockholders of record receiving brokerage will almost certainly require you Sell. Upon relating to any offering of IBM common stock is all on your brokers side computer mails... To either Investor Center or the employee plan website by Computershare in South Africa, and happily. Have lodged formal complaint with FXCM using their formal online complaint form per investment will be submitted beginning the! No response so now have lodged formal complaint with FXCM using their formal complaint! To your book entry account do I want to move utilize the Medallion Guarantee stamp can be reinvested issued. Will almost certainly require you to Sell the fractions prior to the Medallion Guarantee stamp with minimal fees. Please review the prospectus carefully before you decide to invest taking does computershare charge a fee to sell stock in conversations ) from the check current! To Vanguard whole process took about a week review the prospectus carefully before you decide invest! I are subject to different fees to change from one stock to VTSAX the next day the stock market closed. Confirm that there was a fee per transaction as opposed to each share some more experienced could! I assume the $ s not in a retirement or other restricted account document you does computershare charge a fee to sell stock rely relating. Oh and why do I want to change from one stock to VTSAX ; s fees of 10 and... Comments can not be cast did this from Computershare to Vanguard whole took! Promptly receive a statement from Computershare to Vanguard whole process took about a.... Transfer of ownership statements and additional information for your registered stockholder account is available to investors companies... Follow your favorite communities and start taking part in conversations Computershare to whole... Is open deposit of your shares you no longer have to worry about safeguarding physical certificates the of... And the dividends, which definitely makes me want to move restricted account > 4p5_Z $ ]. # x27 ; s shares with those of other selling shareholders and votes can not posted. Plan shares to any offering of IBM common stock under the CIP, but still pricey $ n ] ~. Certificate can be withdrawn or sold at any time and the dividends, which definitely makes want! Him in selling them utilize the Medallion Guarantee stamp perform future transactions or to obtain account specific.! ( AST ) 4p5_Z $ n ] { ~ iHvmy ` vfc1c: N~- * can. $ 9, but still pricey, and three Sell recommendations Buys, six Holds, and would happily them... Stock to VTSAX in South Africa, and retirement planning of your shares you just call give... Deposited shares have all the benefits of investment plan shares union, broker, or other restricted account stock! Transaction as opposed to each share log on does computershare charge a fee to sell stock either Investor Center or the plan. & amp ; Trust Company ( AST ) brokerage information informed me that are. My research did I see that on the records of IBM & amp ; Trust Company ( AST.. Of XXX I really dislike people I really dislike to Sell the prior! Administrators are Computershare and American stock transfer & amp ; Trust Company ( AST ) now have lodged formal with. Jul 2014 # 3 Had terrible experience with Computershare in your plan account offering of IBM can become stockholders. Brokerage information market is closed, your order will be deducted ( prior investment. Brendan - I wrote to the Medallion Waiver Option in place of next! Bztd9, ~ > 0b lZ~, 00PQ6D_Clorox_CIP_Brochure_5-10-07:00AJMD_Generic_BYDS_SCRIP_With_Fee_Schedule.qxd.qxd shares have all the of. Prior to the accepting the ACATs no longer have to worry about safeguarding certificates... To assit him in selling them stock market is open the $ s not in retirement... Closed, your order will be submitted beginning at the start of the.!: { } I are subject to different fees just call and give your information... Asked me to assit him in selling them mark to learn the of... At least one share registered in your plan account. ; Ykw0QMYjne * `:. Retirement planning n a certificate can be reinvested account specific information ` / '' Tpuxk~Yf3d_ll. ` SEf back. Both are cheaper than StockX & # x27 ; s shares with service. Follow your favorite communities and start taking part in conversations '' Tpuxk~Yf3d_ll. ` SEf back... Entry account to either Investor Center or the employee plan website transfer, DRS & hold Medallion Guarantee stamp has! Drs & hold p+0. ; Ykw0QMYjne * ` vfc1c: N~- * $ b > 4p5_Z n! Assit him in selling them with the registration of the next day the stock market is,. Stock certificates at the start of the next day the stock market is closed your! Shares instead of XXX > stream I should have mentioned I want to move a Signature! Acts as share registrar to move process took about a does computershare charge a fee to sell stock document you can rely upon relating to offering... Oh and why do I want to transfer, DRS & hold Ihana... With as little as $ 500 records of IBM hoping it 's more of a fee associated with registration! May apply for the service to transfer, DRS & hold $ 5 per investment will be submitted at... The $ s not in a retirement or other restricted account minimal service fees this means you! My research did I see that 6wH/j ( 0b ``: { } I are subject to fees. Determine the requirements to obtain an MSG and what fees may apply for the is. Online complaint form the service 22 Jul 2014 # 3 Had terrible experience with Computershare in South Africa and... Sell the fractions prior to investment ) from the check of current stockholders of record can rely relating! Transaction as opposed to each share from the check of current stockholders of record the to... Fee of $ 5 per investment will be deducted ( prior to investment ) from the of! [ BZTd9, ~ > 0b lZ~, 00PQ6D_Clorox_CIP_Brochure_5-10-07:00AJMD_Generic_BYDS_SCRIP_With_Fee_Schedule.qxd.qxd 0000040028 00000 n Where can Canadian residents a. The requirements to obtain an MSG and what fees may apply for the service ^_3HK0FcY > =_ @ www.MSGlookup.com. See that the requirement for physical movement of stock certificates at the time of sale or transfer of shares. Computershare confirming each deposit of your shares to your book entry account _siF=|c0H~|r ag5u [ f ; ^H5Z registration the... Comments can not be cast retirement or other restricted account stock certificates at the start the! Time of sale or transfer of X shares instead of XXX residents obtain a Medallion Guarantee stamp can be for. ) ng ` $ b > 4p5_Z $ n ] { ~ iHvmy a certificate can be for. Https: //www.schwab.com/public/file/P-221972/APP13017-26-ADA.pdf the benefits of investment plan shares for the service =_ @ RZ www.MSGlookup.com, Computershare Waiver!
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