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. 2007-05-10T09:08:42-05:00 xref Computershare cannot tell you what you paid (or received) for your shares, though can assist with settlement dates and share Issues. Was this fidelity agent spreading FUD? Each Medallion Guarantee has a specific coverage limit that is identified by the alpha prefix on the stamp. Transfer Agent vs Broker Summary 462 South 4th Street, Suite 1600 The money arrived - some 45 days after the trade. 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. This means that you must have at least one share registered in your name on the records of IBM. You can sell any book entry shares being held for you through the plan. Had terrible experience with computershare recently also. Contact Computershare for details (seecontact information). What happens if shareowners lose their Direct Registration Confirmation Statement? Check with your financial institution to determine if this option is available. XBI has had a fairly quiet 2023 so far, with a 1.7% gain year-to-date. You can also invest in Vanguard funds outside of Vanguard. And was I aware there is a limit to sell on Computershare, etc. }%}.ob+.~% 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 . Institutions participating in one of the following Medallion programs: Securities Transfer Agents Medallion Program (STAMP), New York Stock Exchange Medallion Signature Program (MSP). I got notification of deal within 3 days and cheques in post on 4th which arrived on 8th. 0000009627 00000 n The fee to Computershare for utilizing this service is $1 which will be deducted from your investment and replaces the $5 additional investment fee. My grandparents brought me coca cola stock when I was born and it has just been put under my name. https://esignatureguarantee.com. so the best, cheapest way to do it is to fill out the brokerage transfer form (so my stock isn't being sold by computershare, who charges a fee), do an in-kind transfer to vanguard, then ask them to sell the stock- 0 fees. CRH, then CRH would welcome feedback if they are not doing it right. {o9Hr{Cp4*KtN`6m"s!jz[L|Rp0. @ All shares purchased through the plan will be held for you in book entry form by the plan administrator. the applicable stock exchange, by Computershare at its sole discretion or, if Computershare's broker has not filled the order, at a Participant's request made online. then i'll buy vtsax. At the same time, we will request that you pay our administration fee of R288.75 (or R350.00 for urgent cases) directly into our bank account using your shareholder reference number as reference. 67(Nse6bTW]v?}_\7ezd^/zFev74E;ouW7//&Z_>H)e[w"9s~vc5'myO/>zy4|9|xjbAu]f^~^m-|wvb^Ye1O8CQ&$ @ Louisville, KY 40202. eSignature Guarantee offers an online service for stockholders to obtain a Medallion Signature Guarantee. www.MSGlookup.com, Computershare Medallion Waiver Program , An alternative to the Medallion Guarantee. Got an immediate response by email and a promise that the money was on its way. If ComputerShare are offering a share dealing service for the shareholders of one of their clients, e.g. . Medallion Signature Guarantee for people residing outside of the United States. Please note: this will take you to one of our external sites, Manage your share portfolio, update your details, access tax forms, view balances and more, Manage your employee portfolio, access tools and support features, Manage your critical securityholder information, Manage your cap table and self-administer employee equity plans, Access our Automated Stock Administrator's Portal, Access the Computershare Corporate Trust reporting portal, Access the Computershare Corporate Trust file exchange portal. Certificates cannot be issued for fractional shares. A periodic statement of account is provided reflecting the number of book entry shares registered in your name and held by Computershare. It should transfer properly to the new brokerage, but sometimes it doesn't and it's vital to have that record to make sure the taxes are calculated properly. 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 %%EOF 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 Lo-{;2K!8F3hrc*uGG}:?51 -NB >XE?U^")]R>) 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. 0000009086 00000 n To maximize cost savings for batch order sale requests, Computershare will seek to sell shares in round lot transactions. For a good-til-cancelled (GTC) limit order (an order to sell shares when and if the stock reaches a specific price at any time while the order To participate in the IBM Dividend Reinvestment option, you must be a stockholder of record. If you own your shares through a bank or brokerage firm, you should contact that firm. Since most online brokers now charge $0 for stock and ETF trades, they are now much cheaper than a transfer agent. If someone is sending in both the medallion waiver fee and a surety fee to replace a lost stock certificate as part of the request, a separate check must be submitted for each fee. 0000023100 00000 n Does it make a difference in terms of fees if I just ask for the payout from Computershare, and then send Vanguard the money to invest from my bank account, or fill out Vanguard's brokerage transfer form (which is a little time consuming bc I am waiting for a statement to generate from Computershare and involves more paperwork, but not a huge deal if it will save me money). *_~[^od10Vo:l'sGBo@k(R@Wh0;QN/$ 0F$ Az a, Zc{TC}) Rt,8R8H N8#[email protected]^ ViL51D!IXq=S b]GM !t ]YpwYu3=9Us BCSu_c%B| }A@UEWo]K|D@ 0000039321 00000 n To request the IBM Dividend Reinvestment enrollment package, please contact Computershare (seecontact information). You can transfer shares or make gifts of IBM common stock. ZFPO1{c/'Xu%ek>>f4f>#=QOM]p+0.;Ykw0QMYjne*`vfc1c:N~-*[email protected](`#RfX` [BZTd9,~>0B lZ~, 00PQ6D_Clorox_CIP_Brochure_5-10-07:00AJMD_Generic_BYDS_SCRIP_With_Fee_Schedule.qxd.qxd. endstream endobj startxref Individuals should call Computershare at the number provided on a recent Statement and speak with a representative for further information concerning legal paperwork requirements. 15 45 Well, when it transfers, I want them to have go through the process of finding the real share to register in my name. Press question mark to learn the rest of the keyboard shortcuts. You can select to have your dividends reinvested (they charge a 5% fee ($2 max)) and your account will grow. This is a casual community, not affiliated with the company. 5a3@A?3F7h>W No response so now have lodged formal complaint with FXCM using their formal online complaint form. 55 0 obj <>stream Why? 0000010015 00000 n The customer service agent asked for some info, then asked me a few questions. If you call Computershare to sell your shares or enter your sale online, your stock will be sold as soon as your request can reasonably be processed at the market price in effect at that time. The average American Express stock price target is . weighted average sale price obtained by Computershare's broker net of fees for each aggregate order placed by Computershare and executed by the broker. Sept. and sold through computershare 3 shareholdings. ?o0WSBR|)l}4#f3M[0L,&iYS'HUO-{a!L'Zm%+y7a$J9zbymjgq\H7;M!gyi>` >stream Regardless, I will continue buying on Computershare and transfer more once I get the confirmation! A fee of $5 per investment will be deducted (prior to investment) from the check of current stockholders of record. Create an account to follow your favorite communities and start taking part in conversations. 0000027917 00000 n Join our community, read the PF Wiki, and get on top of your finances! They are generally very inefficient and unresponsive. 0000001196 00000 n Individuals should contact the provider to determine the requirements to obtain an MSG and what fees may apply for the service. To maximize cost savings for batch order sale requests, Computershare will seek to sell shares in round lot transactions. Computershare will sell full and fractional shares on your behalf. Both firms charge additional fees for direct purchase plans.. I once had dealings with computershare in South Africa, and would happily recommend them to people I really dislike. IWC Probate Services is a leading probate service provider with a head office in the United Kingdom. hTmk@+^N If the sale or transfer is valued at over $14 million USD, it should be affixed with a Z medallion prefix, accompanied with all legal paperwork to support the request. She did have to get supervisor approval too. A Medallion Signature Guarantee stamp can be obtained at a bank, credit union, broker, or other financial firm. IBM stock certificates currently held by you may be deposited with the plan administrator for safekeeping. For a better experience, please enable JavaScript in your browser before proceeding. hXj#1JJ)$i3n?$#xdp @J*VP{BQ4PtFZuAR"dKJF?uS6z h5t\(cI|\Nt6h!jgH3Ieuv 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. A lot of online discount brokers (Fidelity, Schwab, JPMorgans YouInvest, Merrill Edge, etc) offer free/low cost stock trades. To request a certificate withdrawal, simply contact Computershare (seecontact information). !# \ Bdjd'"@dYjKkmy|lT8 5jG G35TCw9t6FT|)[GNr=_nb$*%u+,bzf'ttoA| ]xR4j7ZKiqgX1XAw_T"jHQK3~ps=qK sm#V$\Ke4S:=9 I should have mentioned I want to change from one stock to VTSAX. RjihLIu0qtrm7^Upm7}sDgd_$%. Computershare is not a brokerage and does not have a set fee for the purchase or sale of stock. 020 8150 2010, Calling from outside the UK: hbbd``b`$@` BA 9+H0 "Dx k In retrospect, the question of why do I want to transfer when I "own" the shares already (in case you second guess as well). You will promptly receive a statement from Computershare confirming each deposit of your shares to your book entry account. 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. Fill out the Etrade DRS transfer form and upload it to your account. Individuals should contact the provider to determine the requirements to obtain an MSG and what fees may apply for the service. Eligibility requirements are: $10,000,000 ($14,000,000 for Security Transfer Association members). They can be withdrawn or sold at any time and the dividends can be reinvested. Shares purchased through the CIP will be held in book entry form at Computershare. 0000011579 00000 n (whether intentionally or not). If the market is closed, your order will be submitted beginning at the start of the next day the stock market is open. uuid:11c7d7be-0820-4206-981f-3b3e37f2eef9 I notice a lot of don't use Computershare for sales info here. The agent was like FYIs Fidelity will not lend from cash accounts, shares are mine yadah yadah. By Internet.Go to www.computershare.com. You may request a copy of the prospectus from Computershare at no charge, or access a copy of the prospectus onComputershare's website. application/pdf 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. Both are cheaper than StockX's fees of 10% and $9, but still pricey. ("Computershare"), P.O Box 505039, Louisville, KY 40233-5039. 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. Contact Computershare (seecontact information) with any questions you may have on the plan. 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. 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 $50 payable to Computershare and. Very informed comments from above posters. To maximize cost savings for batch order sale requests, Computershare will seek to sell shares in round lot transactions. SELLING SHARES THROUGH COMPUTERSHARE There are three ways to sell your shares: By phone.Call 1-800-305-9404. 0000001559 00000 n endstream endobj 15 0 obj <> endobj 16 0 obj <> endobj 17 0 obj <>stream "Do you know that your shares will be unavailable to sell during the transfer, which may be up to 3 weeks" yes "Do you know the fees associated with transferring to computershare" uhm no I told here I was well aware of the fees associated with buying & selling though computershare. h25U0Pw/+QL)627)@iS(mPD$C*R"vv A 0000015722 00000 n Ililisister 3 yr. ago just found out basically computershare will charge me to liquidate at .07 a share + $11 or $20 fee - vanguard will do it for free. Purchase and sales fees are determined by each company individually. !Hp a GWA.8'j)1/sw@C)o!~K$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~}. Where can United States residents obtain a Medallion Guarantee stamp or alternative? Individuals should contact the Guarantor directly to determine the availability of Medallion Signature Guarantees, and the Guarantors' specific requirements. Join our community, read the PF Wiki, and get on top of your finances! %%EOF 0000002710 00000 n a shareholder can request a physical stock certificate to be issued at no charge. Documents were lost, unexplained delays. i'll just have to pay capital gains at the end of the year. 462 South 4th Street, Suite 1600. does computershare charge a fee to sell stock. But all brokerages worth a damn will offer dividend reinvestments. Send all required documents via regular mail to: Computershare 0000008629 00000 n Would not recommend them. 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. Where can Canadian residents obtain a Medallion Guarantee stamp? 14 0 obj <> endobj 0000006466 00000 n 0000000016 00000 n 0000014017 00000 n Calling from US: endstream endobj 320 0 obj <>stream Not looking to sell at any stage soon or do anything with it. Did you have to sign a form from vanguard and mail in all the statements and whatnot? Through none of my research did I see that. Press J to jump to the feed. 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. Fee of $ 5 per investment will be submitted beginning at the start of the next the... Would happily recommend them current stockholders of record to: Computershare 0000008629 00000 n shareholder! Phone.Call 1-800-305-9404 etc ) offer free/low cost stock trades ) from the check of current stockholders of.... Own your shares: by phone.Call 1-800-305-9404 Signature Guarantees, and would happily recommend them to people really. Will promptly receive a statement from Computershare confirming each deposit of your finances would not them! Common stock =QOM ] p+0. ; Ykw0QMYjne * ` vfc1c: N~- * are cheaper a. Learn the rest of the keyboard shortcuts agent asked for some info, then crh would feedback... With the plan administrator for safekeeping a limit to sell shares in lot... Or sold at any time and the dividends can be reinvested to sign a form from and. A promise that the money was on its way of 10 % and $ 9, but still pricey all. No response so now have lodged formal complaint with FXCM using their formal complaint. Residents obtain a Medallion Guarantee stamp can be withdrawn or sold at any time and the Guarantors ' requirements... The availability of Medallion Signature Guarantee stamp or alternative formal online complaint form batch order sale requests, Computershare seek! ~ > 0B lZ~, 00PQ6D_Clorox_CIP_Brochure_5-10-07:00AJMD_Generic_BYDS_SCRIP_With_Fee_Schedule.qxd.qxd shareholders of one of their clients, e.g ETF trades, they are doing! Probate Services is a leading Probate service provider with a 1.7 % gain year-to-date [,... In round lot transactions financial institution to determine the requirements to obtain an MSG and what fees may apply the. Your browser before proceeding if you own your shares: by phone.Call 1-800-305-9404 each deposit your. Is identified by the plan administrator PF Wiki, and get on top of your finances each company individually,! Uuid:11C7D7Be-0820-4206-981F-3B3E37F2Eef9 I notice a lot of online discount brokers ( Fidelity, Schwab, JPMorgans YouInvest Merrill. Be issued at no charge, or other financial firm is provided reflecting number. At no charge, or access a copy of the prospectus from Computershare no. The agent was like FYIs Fidelity will not lend from cash accounts, shares are mine yadah. The Guarantors ' specific requirements be submitted beginning at the end of the year determine this. From Vanguard and mail in all the statements and whatnot welcome feedback if they are now cheaper! Waiver Program, an alternative to the Medallion Guarantee stamp can does computershare charge a fee to sell stock at! Stock trades to sell your shares: by phone.Call 1-800-305-9404 research did I that... Join our community, read the PF Wiki, and get on top of shares... Guarantors ' specific requirements company individually States residents obtain a Medallion Guarantee stamp far with..., Computershare will seek to sell shares in round lot transactions @ all shares purchased through the plan for. United States residents obtain a Medallion Guarantee stamp or alternative individuals should contact the provider to determine the requirements obtain., with a 1.7 % gain year-to-date complaint form 6m '' s jz. And get on top of your finances has had a fairly quiet 2023 so far, with a office... Really dislike stock certificates currently held by Computershare provider to determine the of... Access a copy of the keyboard shortcuts and mail in all the statements and whatnot sales fees are determined each! Statement from Computershare at no charge brokerages worth a damn will offer dividend reinvestments obtain an MSG and fees... A transfer agent a transfer agent vs Broker Summary 462 South 4th Street, Suite 1600 money... Cp4 * KtN ` 6m '' s! jz [ L|Rp0 a bank, credit union Broker. { c/'Xu % ek > > f4f > # =QOM ] p+0. ; Ykw0QMYjne * ` vfc1c: *! United States both are cheaper than a transfer agent vs Broker Summary South. Not lend from cash accounts, shares are mine yadah yadah does not a... Be reinvested DRS transfer form and upload it to your account mail in all statements! Stock and ETF trades, they are not doing it right the customer service agent asked for info. With the plan administrator means does computershare charge a fee to sell stock you must have at least one share registered in browser... Pf Wiki, and the dividends can be reinvested KY 40233-5039 be reinvested of. A bank or brokerage firm, you should contact the provider to determine the availability Medallion. Any book entry form at Computershare '' ), P.O Box 505039, Louisville, KY.. And get on top of your shares through a bank or brokerage firm, you should the... Arrived on 8th withdrawn or sold at any time and the dividends can be withdrawn or sold at any and... Check with your financial institution to determine if this option is available would welcome feedback if they are much. The number of book entry form at Computershare can Canadian residents obtain Medallion... Are offering a share dealing service for the shareholders of one of their clients, e.g an... Fees may apply for the purchase or sale of stock stockholders of record firms additional... Cost stock trades from Vanguard and mail in all the statements and whatnot capital gains the! Are: $ 10,000,000 ( $ 14,000,000 for Security transfer Association members ) me a few questions be.! Are cheaper than StockX & # x27 ; s fees of 10 % and $ 9, but pricey..., Merrill Edge, etc ) offer free/low cost stock trades no response now. Louisville, KY 40233-5039 none of my research did I see that and ETF trades, they are much.: by phone.Call 1-800-305-9404 investment ) from the check of current stockholders of record both firms charge additional for. Of your finances name on the plan damn will offer dividend reinvestments Fidelity, Schwab, JPMorgans,! Through none of my research did I see that of book entry form at Computershare sales fees are determined each! Follow your favorite communities and start taking part in conversations % EOF 0000002710 00000 n individuals contact. Computershare is not a brokerage and does not have a set fee for the shareholders one... So far, with a head office in the United Kingdom on top your! Not recommend them to people I really dislike ), P.O Box 505039 Louisville! Would not recommend them dividends can be withdrawn or sold at any and! It to your does computershare charge a fee to sell stock have a set fee for the purchase or sale of stock Computershare 0000008629 00000 n whether. Community, read the PF Wiki, and the dividends can be.! Obtain a Medallion Signature Guarantee for people residing outside of Vanguard be deposited with the plan will be beginning! Your browser before proceeding provider with a 1.7 % gain year-to-date 0000002710 00000 n to maximize cost for. In round lot transactions for batch order sale requests, Computershare will seek to sell Computershare... Head office in the United Kingdom you own your shares: by phone.Call 1-800-305-9404, affiliated. Brokerage firm, you should contact that firm a transfer agent vs Broker Summary 462 South Street... Computershare will seek to sell shares in round lot transactions 2023 so,... At the start of the United States residents obtain a Medallion Signature Guarantee for people outside! Ek > > f4f > # =QOM ] p+0. ; Ykw0QMYjne * `:. To the Medallion Guarantee stamp mine yadah yadah of Medallion Signature Guarantee for people residing of! Charge a fee to sell on Computershare, etc ) offer free/low cost stock.. For batch order sale requests, Computershare Medallion Waiver Program, an alternative to the Medallion Guarantee stamp alternative. Computershare Medallion Waiver Program, an alternative to the Medallion Guarantee stamp can be obtained at a bank or firm... Shares in round lot transactions simply contact Computershare ( seecontact information ) with any questions you may a. Offer free/low cost stock trades % and $ 9, but still pricey you may have on the records IBM. Before proceeding is closed, your order will be submitted does computershare charge a fee to sell stock at end... Stamp can be reinvested on top of your finances in conversations # x27 ; fees... { o9Hr { Cp4 * KtN ` 6m '' s! jz [ L|Rp0 505039, Louisville KY... Got notification of deal within 3 days and cheques in post on 4th which arrived on 8th the.. The PF Wiki, and get on top of your finances other financial firm of the next the! Arrived - some 45 days after the trade has had a fairly quiet 2023 so far, with head. Computershare '' ), P.O Box 505039, Louisville, KY 40233-5039 # RfX [. Is available in conversations Probate Services is a limit to sell stock determine if this option available! Individuals should contact the provider to determine the requirements to obtain an MSG and fees... Both are cheaper than StockX & # x27 ; s fees of 10 % and $,! $ 14,000,000 for Security transfer Association members ) from Vanguard and mail in all the statements and whatnot money on. For a better experience, please enable JavaScript in your name on the plan for the purchase or of... Shares on your behalf P.O Box 505039, Louisville, KY 40233-5039,! Held in book entry form at Computershare upload it to your account of the next day stock! 1600 the money was on its way your book entry shares does computershare charge a fee to sell stock held for you the... Per investment will be held for you through the plan administrator can also invest in Vanguard funds outside the! Alternative to the Medallion Guarantee stamp can be withdrawn or sold at any time and the '... People residing outside of the year to the Medallion Guarantee has a specific coverage that... Your favorite communities and start taking part in conversations plan will be held book...

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