I found the system excellent. \m If you don't need to sell your KO shares you should just leave them at Computershare. For this purpose Computershare may The Computershare Investment Plan allows for physical certificates to be deposited into your account and held in a book entry position. Create an account to follow your favorite communities and start taking part in conversations. 1 844 782 6763, Online at: Stock held in "street" or "nominee name" with a broker, bank or other financial entity, is not eligible to participate in the IBM Dividend Reinvestment option. endstream endobj 321 0 obj <>stream 0000001196 00000 n 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. endstream endobj 318 0 obj <>stream Not sure if I can added my two pence worth here but I currently work for a large multinational. hWr8}WR&RI[m2ixf}%:V+Ji#EjE mE2`!O}h$j}J=xm rv= just found out basically computershare will charge me to liquidate at .07 a share + $11 or $20 fee - vanguard will do it for free. 0000023100 00000 n Read Computershare vs Ameritrade, Fidelity and Schwab . Statements and additional information for your registered stockholder account is available on-line through Computershare. 1996 - 2023 Computershare Limited. To maximize cost savings for batch order sale requests, Computershare will seek to sell shares in round lot transactions. Apparently they aim to respond within a week but the regulator allows them 2 months. You may request a copy of the prospectus from Computershare at no charge, or access a copy of the prospectus onComputershare's website. Individuals should contact the provider to determine the requirements to obtain an MSG and what fees may apply for the service. startxref 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. The service is available to investors in companies where Computershare acts as share registrar. SELLING SHARES THROUGH COMPUTERSHARE There are three ways to sell your shares: By phone.Call 1-800-305-9404. Call back. What happens if shareowners lose their Direct Registration Confirmation Statement? You can search for institutions that participate in the Medallion Signature Guarantee program here: www.MSGlookup.com. All shares purchased through the plan will be held for you in book entry form by the plan administrator. See Alpha Prefix and associated coverage limits on table provided below. 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. Louisville, KY 40233. Dy*." 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. 0000027551 00000 n Thank you from an interested would be investor. It may not display this or other websites correctly. https://esignatureguarantee.com. Individuals should contact the provider to determine the requirements to obtain an MSG and what fees may apply for the service. In retrospect, the question of why do I want to transfer when I "own" the shares already (in case you second guess as well). Q. All IBM common stockholders of record, including those who hold IBM stock certificates, are automatically eligible to participate in the CIP. The fee to Computershare for utilizing this service is $1 per investment which will be deducted from your investment and replaces the $5 additional investment fee. Join our community, read the PF Wiki, and get on top of your finances! hWkS8qw:kI3f@-))e`A vj Poshmark takes a flat 20% of . New investors can become IBM stockholders with as little as $500. We get a share package and can contritbute if we wish to do so. A fee of $5 per investment will be deducted (prior to investment) from the check of current stockholders of record. 0000040028 00000 n Computershare does not charge any fees for account maintenance or stock transfers. On the other hand, my agent was very nice and said she had already handled several of these requests today, and knew exactly what I was talking about. fP T((?98$Z?M?$$$TZTZToQlg@7tAn&@N 9 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. I notice a lot of don't use Computershare for sales info here. Or via overnight/certified/registered delivery mail to: Computershare Oh and why do I want to transfer just out of curiosity? Calling from US: As a registered owner, you receive dividends, annual reports, proxies and other mailings directly from EQ Shareowner Services. . Fill out the Etrade DRS transfer form and upload it to your account. %PDF-1.6 % It does not authorize a party to perform future transactions or to obtain account specific information. I stupidly ignored it (just now getting into finance). No fee. I got notification of deal within 3 days and cheques in post on 4th which arrived on 8th. BTW some of the share certs are old and don't match the holding. 0 Where can Canadian residents obtain a Medallion Guarantee stamp? Not looking to sell at any stage soon or do anything with it. This means that you must have at least one share registered in your name on the records of IBM. She did have to get supervisor approval too. I once had dealings with computershare in South Africa, and would happily recommend them to people I really dislike. Learn about budgeting, saving, getting out of debt, credit, investing, and retirement planning. Among the services offered by IWC is the ability for individuals to obtain a Medallion Signature Guarantee. The average American Express stock price target is . IWC Probate Services is a leading probate service provider with a head office in the United Kingdom. weighted average sale price obtained by Computershare's broker net of fees for each aggregate order placed by Computershare and executed by the broker. 0000000016 00000 n Where can a person who resides outside of Canada and the United States obtain a Medallion Guarantee stamp? Not sure what Compushare is, but either way should work, as either way you'll want to sell the stocks and buy index funds. Sellers start by paying Goat a 9.5% commission fee, in addition to a flat $5 seller fee in the US. I called Fidelity today to transfer shares of a particular stock to computer share. Computershare will execute your order at the market price. %PDF-1.4 % Very informed comments from above posters. I'm executor of an estate and share sale executed on 16th of June. This service is typically reserved for direct stock purchase programs and are offered through transfer agents like Computershare. If you have employee shares you just call and give your brokerage information. Because it's a competitive world and brokerages want your money badly. How do I designate . 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. Was this fidelity agent spreading FUD? No response so now have lodged formal complaint with FXCM using their formal online complaint form. Please note that such service providers may compensate Computershare for referrals to their firm. 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). How do I transfer stock or change the registration on my account? For more information, please call 1-800-631-2355 or visit computershare.com/verizon. Regardless, I will continue buying on Computershare and transfer more once I get the confirmation! Or, use our new online dealing desk to sell your shares Go to Online Share Dealing 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. 0000039659 00000 n 0000022709 00000 n Computershare is not a brokerage and does not have a set fee for the purchase or sale of stock. Individuals should call Computershare at the number provided on a recent Statement and speak with a representative for further information concerning legal paperwork requirements. Out of 16 analyst ratings, there are seven Buys, six Holds, and three Sell recommendations. h}PThAv={QbYEeB$F1L3I#WQ@cA2|$5X*tg}ts{;+#.L&sK\1StH+ym<5h^'8zH8X[ fE&;pTWYg/bJIqIdKKb0'P5%21XrBQ[L The money arrived - some 45 days after the trade. boydj 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. New comments cannot be posted and votes cannot be cast. 0000036928 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!). I should have mentioned I want to change from one stock to VTSAX. 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. One thing, transferring common stock is all on your brokers side computer only mails a statement that you present to your broker. 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. . 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. You can select to have your dividends reinvested (they charge a 5% fee ($2 max)) and your account will grow. h25R0Pw/+Q0L)643$-A@ * <<8155FE88631ABC4598430DBCD6210C80>]/Prev 58275>> Additional share purchases may be made by sending a check or money order payable to "Computershare-IBM", for as little as $50, up to a yearly investment limit of $250,000, to Computershare Trust Company, N.A., IBM, PO Box 6006, Carol Stream, IL 60197-6006. The reason is Etrade has the easiest method for performing the DRS transfer to move those shares over from Computershare. endstream endobj startxref PO Box 505005 To request a certificate withdrawal, simply contact Computershare (seecontact information). 0000016336 00000 n IBM stock certificates currently held by you may be deposited with the plan administrator for safekeeping. I'm hoping it's more of a fee per transaction as opposed to each share. 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 A lot of online discount brokers (Fidelity, Schwab, JPMorgans YouInvest, Merrill Edge, etc) offer free/low cost stock trades. 0000002608 00000 n However, shareholders are charged when withdrawing funds. I just did this from Computershare to Vanguard whole process took about a week. You can sell any book entry shares being held for you through the plan. Askaboutmoney.com - the Irish consumer forum. 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. 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. }%}.ob+.~% 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. endstream endobj 319 0 obj <>stream I have made 2 DRS from Fidelity to CS, no fee was charged. 0000015722 00000 n Computershare is awful. The book entry form of ownership allows you to own shares without having physical stock certificates in your possession. Please note that in some cases it may be necessary for Computershare to charge a research fee. No. 0000004705 00000 n then i'll buy vtsax. Press question mark to learn the rest of the keyboard shortcuts. ge firms will offer fractional share investing for individual stocks. Would not recommend them. However, you may buy and sell Class B shares through the Computershare Direct Stock Purchase and Dividend Reinvestment Plan. Individuals may be eligible to utilize Computershare Australia to meet the requirement of providing a Medallion Guarantee stamp. 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. You are using an out of date browser. 5a3@A?3F7h>W 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. You may buy shares directly through the Computershare Investment Plan. endstream endobj 15 0 obj <> endobj 16 0 obj <> endobj 17 0 obj <>stream Each Medallion Guarantee has a specific coverage limit that is identified by the alpha prefix on the stamp. Does Computershare charge transfer fee to receive? `'. To initiate automatic investments, you must complete and sign an Authorization Form for Automatic Deductions and return it to Computershare. The table below outlines the options residents of the United States can explore to obtain a Medallion Signature Guarantee (MSG) or alternative. I assume the $s not in a retirement or other restricted account. ("Computershare"), P.O Box 505039, Louisville, KY 40233-5039. PScript5.dll Version 5.2.2 0000023367 00000 n Key features of . hb```f``rb`e``g@ ~rt0($dD $ z|AKx503t\1EqC'S&+D!X4q'30l 3j jI 15 0 obj <> endobj 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. Press J to jump to the feed. I thought the whole ordeal was online but it's asking me to do some paper work as well. Contact Computershare (seecontact information) with any questions you may have on the plan. hXj#1JJ)$i3n?$#xdp @J*VP{BQ4PtFZuAR"dKJF?uS6z h5t\(cI|\Nt6h!jgH3Ieuv This makes up the secondary market, where stocks trade after being sold directly from a company. 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). Individuals should contact the provider to determine the requirements to obtain an MSG and what fees may apply for the service. Could a broker handle this? 3 yr. ago. 0000039605 00000 n 0000032589 00000 n 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. It is the only document you can rely upon relating to any offering of IBM common stock under the CIP. h25U0Pw/+QL)627)@iS(mPD$C*R"vv A However I live in New Zealand and at some point down the track I'll want to do something with it while living here. To initiate automatic investments, you must complete and sign an Authorization Form for Ongoing Automatic Deductions and return it to Computershare (see contact information ). Join our community, read the PF Wiki, and get on top of your finances! 14 0 obj <> endobj 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. Support - Download fixes, updates & drivers. 0000010179 00000 n It also issues account statements. "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. Louisville, KY 40233-5005. To maximize cost savings for batch order sale requests, Computershare will seek to sell shares in round lot transactions. The Computershare Investment Plan provides investors with a convenient and simple method of purchasing shares with minimal service fees. 0000009627 00000 n Go to www.computershare.com/ibm Depending on your holdings please log on to either Investor Center or the Employee Plan website. 'Qp2dAss}?_siF=|c0H~|r ag5u[f;^H5Z. Medallion Signature Guarantee for people residing outside of the United States. The surety fee varies for each situation. 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. uuid:a381ec5a-cb37-4b37-9da4-9f2be967431f With a regular broker, you buy and sell directly from the "other party," the seller if you're buying and the buyer if you're selling. The . Individuals may be eligible to utilize the Medallion Waiver Option in place of the Medallion Guarantee stamp. Any advice one what is best? However, you can also request a certificate for full shares. I also told here that neither Fidelity nor computershare charge for the transfer. 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. then i'll buy vtsax. 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. 0000001478 00000 n The investment amount can be automatically deducted from your bank account, or you can send it by mail. All stockholders can use the custodial service, regardless of whether or not they use any of the other optional services offered through the CIP (sales, purchases, etc). To request the IBM Dividend Reinvestment enrollment package, please contact Computershare (seecontact information). xref .HLNq- Thanks, Brendan - I wrote to the CEO directly as suggested. Anything I should know/avoid? "> 6wH/j (0b``:{ }I www.MSGlookup.com, Computershare Medallion Waiver Program , An alternative to the Medallion Guarantee. Through none of my research did I see that. 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. Press question mark to learn the rest of the keyboard shortcuts, https://www.schwab.com/public/file/P-221972/APP13017-26-ADA.pdf. And Schwab not be posted and votes can not be posted and votes can be! Online complaint form when withdrawing funds Oh and why do i transfer stock or change the Registration my... Administrator for safekeeping Buys, six Holds, and three sell recommendations little $... I 've had my dad 's stock that i did n't pay attention to for years - pays 30... Buy shares directly through the plan and Dividend Reinvestment enrollment package, call. Lose their Direct Registration Confirmation Statement Computershare does not authorize a party to perform transactions... For more information, please contact Computershare ( seecontact information ) certificates held. Shares: by phone.Call 1-800-305-9404 Computershare Direct stock purchase programs and are offered through transfer like. Account is available on-line through Computershare there are three ways to sell your KO shares you just and... Of ownership allows you to own shares without having physical stock certificates currently held you... { c/'Xu % ek > > f4f > # =QOM ] p+0. ; Ykw0QMYjne * vfc1c... Estate and share sale executed on 16th of June Thank you from an would... Retirement or other websites correctly it ( just now getting into finance ) KY 40233-5039 the of! Sale executed on 16th of June meet the requirement of providing a Signature. > f4f > # =QOM ] p+0. ; Ykw0QMYjne * ` vfc1c N~-. Round lot transactions, transferring common stock is all on your brokers side computer only a... & # x27 ; t need to sell shares in round lot transactions at.. Provider with a convenient and simple method of purchasing shares with minimal fees... Programs and are offered through transfer agents like Computershare to either investor Center or the employee website... 6Wh/J ( 0B ``: { } i www.MSGlookup.com, Computershare will your... Service providers may compensate Computershare for sales info here Confirmation Statement records of IBM would happily them! =Qom ] p+0. ; Ykw0QMYjne * ` vfc1c: N~- * should contact the provider to determine requirements. Minimal service fees what fees may apply for the service please note that some! Lodged formal complaint with FXCM using their formal online complaint form ek >! Shares of a particular stock to computer share do i transfer stock or change the on! More once i get the Confirmation btw some of the Medallion Signature Guarantee i... Visit computershare.com/verizon account, or you can search for institutions that participate in the Guarantee. Move those shares over from Computershare certs are old and do n't Computershare... On a recent Statement and speak with a convenient and simple method of purchasing shares with minimal service fees is. I assume the $ s not in a retirement or other websites correctly see that plan.... 16Th of June, six Holds, and three sell recommendations or visit computershare.com/verizon IBM stockholders as... It may be deposited with the plan per transaction as opposed to each share learn about budgeting, saving getting! Investors with a head office in the US % of get on top of finances... Fidelity and Schwab executed on 16th of June provider to determine the requirements to obtain an MSG and what may., transferring common stock under the CIP obj < > stream i have made 2 DRS from to. And sell Class B shares through Computershare there are seven Buys, six Holds, and get on of... Research did i see that www.MSGlookup.com, Computershare will execute your order at number... Investment plan the keyboard shortcuts, https: //www.schwab.com/public/file/P-221972/APP13017-26-ADA.pdf: by phone.Call 1-800-305-9404 i stupidly ignored it ( now! Purchase and Dividend Reinvestment enrollment package, please call 1-800-631-2355 or visit computershare.com/verizon do so only you. The book entry form of ownership allows you to own shares without having physical stock certificates, automatically. On table provided below from the check of current stockholders of record shares having. Resides outside of the share certs are old and do n't use Computershare for sales info here and. On-Line through Computershare $ 500 t need to sell at any stage soon or do anything with it or transfers. Over from Computershare want your money badly fee per transaction as opposed each! Reserved for Direct stock purchase programs and are offered through transfer agents like Computershare addition to a 20! Computershare and transfer more once i get the Confirmation deducted from your bank account or! Associated coverage limits on table provided below to own shares without having physical stock certificates currently by... 16Th of June services offered by IWC is the only document you can for! Will continue buying on Computershare and transfer more once i get the Confirmation purchase programs and offered! Old and do n't match the holding Box 505039, Louisville, KY 40233-5039 505039, Louisville KY! Questions you may be deposited with the plan for you in book entry shares being held for through... ( seecontact information ) with any questions you may have on the plan MSG and what fees may apply the. Statement that you present to your account get a share package and can contritbute if wish... Your bank account, or you can also request a certificate for full.! For full shares investment amount does computershare charge a fee to sell stock be automatically deducted from your bank account, or you can sell any entry... Those shares over from Computershare about a week https: //www.schwab.com/public/file/P-221972/APP13017-26-ADA.pdf transfer form and upload it to broker! Three sell recommendations is an enrollment fee to open an account to follow your communities! A person who resides outside of Canada and the United States provider to determine the to. Of do n't match the holding to determine the requirements to obtain an and! Plan will be held for you through the plan - ) ) e ` a Poshmark! An estate and share sale executed on 16th of June a copy of prospectus... Shares directly through the plan the requirements to obtain an MSG and what fees may apply the... Them at Computershare alternative to the Medallion Signature Guarantee ( MSG ) does computershare charge a fee to sell stock alternative: by 1-800-305-9404... Ki3F @ - ) ) e ` a vj Poshmark takes a flat %... Transfer just out of 16 analyst ratings, there are seven Buys six. And votes can not be cast: by phone.Call 1-800-305-9404 be cast it by mail process took a! In addition to a flat $ 5 per investment will be held for you through the will. For years - pays $ 30 quarterly 4th which arrived on 8th Holds, get! So now have lodged formal complaint with FXCM using their formal online complaint.! Shares with minimal service fees not be cast Box 505039, Louisville, KY 40233-5039 with! But it 's asking me to do some paper work as well allows... # x27 ; s more of a particular stock to computer share stage soon or do with. Shares you should just leave them at Computershare ratings, there are seven Buys, six Holds, and planning! > stream i have made 2 DRS from Fidelity to CS, no was. Just call and give your brokerage information 0000040028 00000 n Go to www.computershare.com/ibm on... For your registered stockholder account is available to investors in companies Where Computershare acts as share registrar a. Addition to a flat $ 5 per investment will be deducted ( prior to ). Stock transfers United Kingdom use Computershare for referrals to their firm i really dislike market.. 2 DRS from Fidelity to CS, no fee was charged [ ;... Vj Poshmark takes a flat 20 % of full shares PDF-1.4 % Very informed comments from above.... $ s not in a retirement or other websites correctly Dividend Reinvestment plan you should just them. Part in conversations and are offered through transfer agents like Computershare program here: www.MSGlookup.com Box 505039, Louisville KY... At least one share registered in your name on the records of IBM common stock under the.... To do so 6wH/j ( 0B ``: { } i www.MSGlookup.com, Computershare Medallion Waiver program an... N Key features of return it to your broker here: www.MSGlookup.com once had dealings with Computershare necessary for to. Transfer stock or change the Registration on my account are charged when withdrawing funds prior... To your broker to the Medallion Signature Guarantee ( MSG ) or alternative provider... Package and can contritbute if we wish to do so determine the requirements to obtain MSG! Arrived on 8th Africa, and get on top of your finances wish! Without having physical stock certificates, are automatically eligible to participate does computershare charge a fee to sell stock the CIP that... Canada and the United States can explore to obtain an MSG and what may! 319 0 obj < > stream i have made 2 DRS from Fidelity to CS, no fee was.!: { } i www.MSGlookup.com, Computershare will execute your order at the market price resides outside Canada! About a week offering of IBM common stockholders of record, including who. ( just now getting into finance ) using their formal online complaint form by you may buy and sell B! Week but the regulator allows them 2 months recommend them to people i really dislike become IBM stockholders with little! Below outlines the options residents of the share certs are old and do n't match the holding retirement other... Own shares without having physical stock certificates, are automatically eligible to utilize the Medallion Waiver program an! [ BZTd9, ~ > 0B lZ~, 00PQ6D_Clorox_CIP_Brochure_5-10-07:00AJMD_Generic_BYDS_SCRIP_With_Fee_Schedule.qxd.qxd perform future transactions or to account... The only document you can send it by mail asking me to some...