Computershare contact details are available at our Key Contacts page. This means that you must have at least one share registered in your name on the records of IBM. Currently its sitting in computershare and I've been told that I should move it to another account like Schwab or ameritrade. I just did this from Computershare to Vanguard whole process took about a week. 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). 36 0 obj <>/Filter/FlateDecode/ID[<31EE80A15320B0BA23BF9395DAC1AE2D><85666834BA46224BB4798902F2C411F6>]/Index[14 42]/Info 13 0 R/Length 100/Prev 47057/Root 15 0 R/Size 56/Type/XRef/W[1 2 1]>>stream Statements and additional information for your registered stockholder account is available on-line through Computershare. Louisville, KY 40233-5005. 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. Transaction fees of around $15 plus $0.12 per share when you sell shares; Some companies don't charge fees for then i'll buy vtsax. 0000002850 00000 n 55 0 obj <>stream order is an order to sell shares when and if the stock reaches a specific price at any time while the order . 0000017027 00000 n 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). Instead, ComputerShare is a stock transfer agent. PO Box 505005 Press question mark to learn the rest of the keyboard shortcuts, https://www.schwab.com/public/file/P-221972/APP13017-26-ADA.pdf. To maximize cost savings for batch order sale requests, Computershare will seek to sell shares in round lot transactions. 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 $250,000, to Computershare Trust Company, N.A., IBM, PO Box 6006, Carol Stream, IL 60197-6006. 0000032589 00000 n endstream endobj 15 0 obj <> endobj 16 0 obj <> endobj 17 0 obj <>stream 0000002608 00000 n A prospectus for the CIP is available from Computershare. She did have to get supervisor approval too. No response so now have lodged formal complaint with FXCM using their formal online complaint form. h23T0P041W04Tw/ 0000032198 00000 n Please note that in some cases it may be necessary for Computershare to charge a research fee. Go to www.computershare.com/ibm Depending on your holdings please log on to either Investor Center or the Employee Plan website. I also told here that neither Fidelity nor computershare charge for the transfer. 0000014876 00000 n Computershare cannot tell you what you paid (or received) for your shares, though can assist with settlement dates and share Issues. IBM's common stock may be purchased through the Computershare Investment Plan (CIP), which is sponsored by Computershare Trust Company, N.A. Computershare is not a brokerage . }w rhw`%5o5)ng`$b>4p5_Z$n]{~ iHvmy?* !MS5>umOmi4%:S'U Computershare is awful. It's like pulling teeth getting all the paperwork/funds. Talk to a different gate keeper. are subject to different fees. The money arrived - some 45 days after the trade. I want to have everything in Vanguard and revinest the dividends. !Hp a GWA.8'j)1/sw@C)o!~K$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~}. Documents were lost, unexplained delays. To say they were icompetent would be complimentary. Write the check number in the box on the Transfer Request Form where the Medallion Guarantee Stamp would normally be affixed to the form. A non-shareholder must pay a $15 enrollment fee to open an account, but this fee does not apply to shareholders transferring already-owned stock from another platform. Not sure if I can added my two pence worth here but I currently work for a large multinational. endstream endobj 321 0 obj <>stream I notice a lot of don't use Computershare for sales info here. edit - i found answer and will post it here: just found out basically computershare will charge me to liquidate at .07 a share + $11 or $20 fee - vanguard will do it for free. Would not recommend them. 0000001559 00000 n However, you may buy and sell Class B shares through the Computershare Direct Stock Purchase and Dividend Reinvestment Plan. I'm hoping it's more of a fee per transaction as opposed to each share. Book entry shares also eliminate the requirement for physical movement of stock certificates at the time of sale or transfer of ownership. If the value of the transaction exceeds the limit, the MSG will be rejected. 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. application/pdf Through none of my research did I see that. hWkS8qw:kI3f@-))e`A vj just found out basically computershare will charge me to liquidate at .07 a share + $11 or $20 fee - vanguard will do it for free. Overnight Correspondence should be mailed to: Computershare. 020 8150 2010, Calling from outside the UK: A periodic statement of account is provided reflecting the number of book entry shares registered in your name and held by Computershare. I assume the $s not in a retirement or other restricted account. 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. New comments cannot be posted and votes cannot be cast. 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. startxref . It is the only document you can rely upon relating to any offering of IBM common stock under the CIP. Both are cheaper than StockX's fees of 10% and $9, but still pricey. Computershare did not charge me any other fees. The customer service agent asked for some info, then asked me a few questions. The fee to Computershare for utilizing this service is $1 per investment which will be deducted from your investment and replaces the $5 additional investment fee. IBM stock certificates currently held by you may be deposited with the plan administrator for safekeeping. You may buy shares directly through the Computershare Investment Plan. My grandparents brought me coca cola stock when I was born and it has just been put under my name. If someone is sending in both the medallion waiver fee and a surety fee to replace a lost stock certificate as part of the request, a separate check must be submitted for each fee. Purchase and sales fees are determined by each company individually. Computershare with this account number by phone, mail, or e-mail. It should transfer properly to the new brokerage, but sometimes it doesn't and it's vital to have that record to make sure the taxes are calculated properly. Each Medallion Guarantee has a specific coverage limit that is identified by the alpha prefix on the stamp. I'm hoping it's more of a fee per transaction as opposed to each share. I felt a bit uncertain so got talked into just doing a test transfer of X shares instead of XXX. ge firms will offer fractional share investing for individual stocks. By mail.Submit a signed letter of instruction. 0000001478 00000 n Computershare does not share nonpublic personal . 0000039605 00000 n Any advice one what is best? endstream endobj startxref %%EOF See Alpha Prefix and associated coverage limits on table provided below. Individuals should contact the bank, credit union, broker, or other financial firm they have an account with and inquire if the institution participates in the Medallion Signature Guarantee program. hbbd``b`$@` BA 9+H0 "Dx k boydj (whether intentionally or not). <<8155FE88631ABC4598430DBCD6210C80>]/Prev 58275>> No fee. When you deposit your shares you no longer have to worry about safeguarding physical certificates. Some Guarantors may only provide Medallion Signature Guarantees for their customers. 462 South 4th Street, Suite 1600. does computershare charge a fee to sell stock. I should have mentioned I want to change from one stock to VTSAX. uuid:11c7d7be-0820-4206-981f-3b3e37f2eef9 One thing, transferring common stock is all on your brokers side computer only mails a statement that you present to your broker. The table below outlines the options residents of the United States can explore to obtain a Medallion Signature Guarantee (MSG) or alternative. Thanks, Brendan - I wrote to the CEO directly as suggested. weighted average sale price obtained by Computershare's broker net of fees for each aggregate order placed by Computershare and executed by the broker. Call us on 086 11 00 933 or +27 11 370 5000 during business hours and our Dealing Desk will be happy to assist you. 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 I'm executor of an estate and share sale executed on 16th of June. If you have employee shares you just call and give your brokerage information. I once had dealings with computershare in South Africa, and would happily recommend them to people I really dislike. 0000004705 00000 n 0000016336 00000 n You can select to have your dividends reinvested (they charge a 5% fee ($2 max)) and your account will grow. 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. 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 [email protected] and provide us with your name, old address, new address and the name and type of securities you own. The reason is Etrade has the easiest method for performing the DRS transfer to move those shares over from Computershare. By Internet.Go to www.computershare.com. Shares purchased through the CIP will be held in book entry form at Computershare. Sept. and sold through computershare 3 shareholdings. 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. 0000022709 00000 n ("Computershare"), P.O Box 505039, Louisville, KY 40233-5039. 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. %PDF-1.6 % 0000002404 00000 n Sellers start by paying Goat a 9.5% commission fee, in addition to a flat $5 seller fee in the US. In the case of forgery, the financial institution providing the medallion stamp will accept liability through the Medallion program for amounts up to the associated coverage limit. 67(Nse6bTW]v?}_\7ezd^/zFev74E;ouW7//&Z_>H)e[w"9s~vc5'myO/>zy4|9|xjbAu]f^~^m-|wvb^Ye1O8CQ&$ @ Was this fidelity agent spreading FUD? To initiate automatic investments, you must complete and sign an Authorization Form for Ongoing Automatic Deductions and return it to Computershare (see contact information ). Create an account to follow your favorite communities and start taking part in conversations. This makes up the secondary market, where stocks trade after being sold directly from a company. 0000002507 00000 n You can sell any book entry shares being held for you through the plan. Had terrible experience with computershare recently also. I imagine they were happy to have talked me down. fP T((?98$Z?M?$$$TZTZToQlg@7tAn&@N 9 If you own your shares through a bank or brokerage firm, you should contact that firm. Q. 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. 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. 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. Thanks. For a better experience, please enable JavaScript in your browser before proceeding. 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. 0000040028 00000 n Computershare does not charge any fees for account maintenance or stock transfers. To maximize cost savings for batch order sale requests, Computershare will seek to sell shares in round lot transactions. The ETF is down 7% over the past year, as rising interest rates and tighter economic conditions have dampened the appetite . 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. Support - Download fixes, updates & drivers. www.MSGlookup.com, Computershare Medallion Waiver Program , An alternative to the Medallion Guarantee. Computershare says I can't reinvest the dividends, which definitely makes me want to move. You must log in or register to reply here. Or, use our new online dealing desk to sell your shares Go to Online Share Dealing She informed me that there was a fee associated with the registration of the share. endstream endobj 16 0 obj <> endobj 17 0 obj <> endobj 18 0 obj <>/Font<>/ProcSet[/PDF/Text]>> endobj 19 0 obj <> endobj 20 0 obj <> endobj 21 0 obj <> endobj 22 0 obj <> endobj 23 0 obj <> endobj 24 0 obj <>stream Turning to Wall Street, AXP stock comes in as a Hold. Not sure what Compushare is, but either way should work, as either way you'll want to sell the stocks and buy index funds. 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. A Medallion Signature Guarantee stamp can be obtained at a bank, credit union, broker, or other financial firm. Calling from US: I thought the whole ordeal was online but it's asking me to do some paper work as well. *tGMHf&/d^yg1/ 7. 59 0 obj <>stream hTmk@+^N . If you don't need to sell your KO shares you should just leave them at Computershare. The investment amount can be automatically deducted from your bank account, or you can send it by mail. 2 secondes ago 0 Comments. Just wondering. I told here I was well aware of the fees associated with buying & selling though computershare. 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. Since most online brokers now charge $0 for stock and ETF trades, they are now much cheaper than a transfer agent. There are fees (generally 3% of the current market value of the lost certificate and a processing fee) to process the transaction. 5a3@A?3F7h>W 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. 0000014017 00000 n Join our community, read the PF Wiki, and get on top of your finances! 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. The . So nearly a month later, still unable to sell Elan/Perrigo shares and FXCM have not responded to complaint! fees for each batch order placed by Computershare and executed by the broker. 0000012810 00000 n 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!). Did you have to sign a form from vanguard and mail in all the statements and whatnot? hT9gA*X ~h5b! Send all required documents via regular mail to: Computershare 15 45 %PDF-1.5 % Acrobat Distiller 8.0.0 (Windows) 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. Individuals should contact the provider to determine the requirements to obtain an MSG and what fees may apply for the service. 0000001196 00000 n 0000036928 00000 n 0000007608 00000 n 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. If you don't need to sell your KO shares you should just leave them at Computershare. Learn about budgeting, saving, getting out of debt, credit, investing, and retirement planning. Computershare will code a registered shareholder's account to electronic delivery of shareholder materials upon your request to them. BTW some of the share certs are old and don't match the holding. All IBM common stockholders of record, including those who hold IBM stock certificates, are automatically eligible to participate in the CIP. 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. 317 0 obj <>stream If you have fractional shares, the receiving brokerage will almost certainly require you to sell the fractions prior to the accepting the ACATs. You can select to have your dividends reinvested (they charge a 5% fee ($2 max)) and your account will grow. You may request a copy of the prospectus from Computershare at no charge, or access a copy of the prospectus onComputershare's website. Call back. 4Jfe2Iv.o%%;IYc{ I assume the $s not in a retirement or other restricted account. 15 0 obj <> endobj Computershare will execute your order at the market price. Press J to jump to the feed. "> 6wH/j (0b``:{ }I Medallion Signature Guarantee for people residing outside of the United States. Press J to jump to the feed. If you would like to sell shares you already hold, you can use Investor Trade, Computershare's online share sale facility for issuer sponsored securityholdings. Proof of payment should be faxed to 011 688 5217 or emailed to [email protected]. 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. 0000037413 00000 n Make sure you have a complete record of the cost basis (purchase dates and costs) for all shares before you make the transfer. 0000008629 00000 n To request the IBM Dividend Reinvestment enrollment package, please contact Computershare (seecontact information). 0000000016 00000 n 0000009086 00000 n 0000004950 00000 n If ComputerShare are offering a share dealing service for the shareholders of one of their clients, e.g. PScript5.dll Version 5.2.2 0000039659 00000 n New investors can become IBM stockholders with as little as $500. 1996 - 2023 Computershare Limited. CRH, then CRH would welcome feedback if they are not doing it right. Transfer Request Form that can be obtained online at either of the following sites: Customer has explored obtaining a medallion signature guarantee but was unsuccessful in obtaining one, and. h}PThAv={QbYEeB$F1L3I#WQ@cA2|$5X*tg}ts{;+#.L&sK\1StH+ym<5h^'8zH8X[ fE&;pTWYg/bJIqIdKKb0'P5%21XrBQ[L Individuals should call Computershare at the number provided on a recent Statement and speak with a representative for further information concerning legal paperwork requirements. uuid:a381ec5a-cb37-4b37-9da4-9f2be967431f Takes about a week for the shares to arrive. Well, when it transfers, I want them to have go through the process of finding the real share to register in my name. Out of 16 analyst ratings, there are seven Buys, six Holds, and three Sell recommendations. Learn about budgeting, saving, getting out of debt, credit, investing, and retirement planning. .HLNq- A lot of online discount brokers (Fidelity, Schwab, JPMorgans YouInvest, Merrill Edge, etc) offer free/low cost stock trades. An elderly relative has a number of shares in FBD/AVIVA and asked me to assit him in selling them. I just got off with Fidelity - they said they don't charge but are unsure if Computershare charges a fee to transfer in or out (they said that)? 0000001861 00000 n aG:nN]uSs[T-q'YO'sF^7)9D244@x{]A7Wequ7M,)'XlN MSN 7[g9UZo Press question mark to learn the rest of the keyboard shortcuts. I bet that's why they don't want to do it. New comments cannot be posted and votes cannot be cast. i'll just have to pay capital gains at the end of the year. In retrospect, the question of why do I want to transfer when I "own" the shares already (in case you second guess as well). 2007-05-10T09:08:42-05:00 a shareholder can request a physical stock certificate to be issued at no charge. The benefits of book entry ownership are the elimination of problems associated with paper certificates, such as storage and safety of securities. I am a bot, and this action was performed automatically. endstream endobj 320 0 obj <>stream hb```g```X,=2FV$PQ w - :`3^2Lm ssa@7Z+ The two most common direct purchase plan administrators are ComputerShare and American Stock Transfer & Trust Company ( AST ). Following is a link to a searchable database: Get direct access to the most common shareholder account transactions without having to dial a number, or login to Investor Center. 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. Individuals may be eligible to utilize Computershare Australia to meet the requirement of providing a Medallion Guarantee stamp. I found the system excellent. Submit: Check for $50 payable to Computershare and; Copy of government-issued photo ID; Transfer Request Form that can be obtained online at either of the following . You can search for institutions that participate in the Medallion Signature Guarantee program here: www.MSGlookup.com. How do I transfer stock or change the registration on my account? 0000022260 00000 n 0000023100 00000 n 0_e_1Ay|!:|IBYe'nX|8qHJ&!J%Cn|"V9q8>|+#6Jv)TQ|*YY.m` A Medallion Guarantee only applies to the specific transaction that has been requested. Certificates cannot be issued for fractional shares. Most brokers have a way to transfer assets. Join our community, read the PF Wiki, and get on top of your finances! xref If you call Computershare to sell your shares or enter your sale online, your stock will be sold as soon as your request can reasonably be processed at the market price in effect at that time. 0044 20 8150 2010, Send email enquiries to: www.iwcprobateservices.co.uk/overseas-probate-medallion-guarantee. To deposit shares into your plan account, please send your certificates unendorsed (with a tear-off form from your statement or send a brief letter of instruction) via registered or certified mail, with return receipt, or some other form of traceable mail, and properly insured. *_~[^od10Vo:l'sGBo@k(R@Wh0;QN/$ 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@ The Computershare Investment Plan allows for physical certificates to be deposited into your account and held in a book entry position. 0000002710 00000 n This fee is deducted from the initial net purchase and is a one-time charge. This permits you to make regular investments, if you choose, in an amount and schedule that are comfortable for you, without the inconvenience of writing and mailing checks. To initiate automatic investments, you must complete and sign an Authorization Form for Automatic Deductions and return it to Computershare. 0000002027 00000 n But all brokerages worth a damn will offer dividend reinvestments. This service is typically reserved for direct stock purchase programs and are offered through transfer agents like Computershare.
