0000037413 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. 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 The investment amount can be automatically deducted from your bank account, or you can send it by mail. 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. It may not display this or other websites correctly. To request a certificate withdrawal, simply contact Computershare (seecontact information). 15 45 To request the IBM Dividend Reinvestment enrollment package, please contact Computershare (seecontact information). I wouldn't dream of selling shares through a Company Registrar. 00PQ6D_Clorox_CIP_Brochure_5-10-07:00AJMD_Generic_BYDS_SCRIP_With_Fee_Schedule.qxd.qxd Press question mark to learn the rest of the keyboard shortcuts. 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). 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. Askaboutmoney.com - the Irish consumer forum. 5a3@A?3F7h>W just found out basically computershare will charge me to liquidate at .07 a share + $11 or $20 fee - vanguard will do it for free. For this purpose Computershare may Computershare contact details are available at our Key Contacts page. The service is available to investors in companies where Computershare acts as share registrar. Once automatic deductions begin, funds will be withdrawn from your bank account on either the 1st or 15th of each month, or both (as specified by you on your Authorization Form), or the next business day if either the 1st or 15th is not a business day. CRH, then CRH would welcome feedback if they are not doing it right. https://esignatureguarantee.com. Instead, ComputerShare is a stock transfer agent. The average American Express stock price target is . How do I request paper copies of the Annual Meeting materials? www.MSGlookup.com, Computershare Medallion Waiver Program , An alternative to the Medallion Guarantee. hb```f``rb`e``g@ ~rt0($dD $ z|AKx503t\1EqC'S&+D!X4q'30l 3j jI . Call back. The table below outlines the options residents of Canada can explore to obtain a Medallion Signature Guarantee (MSG). No. Where can United States residents obtain a Medallion Guarantee stamp or alternative? 0000009627 00000 n New comments cannot be posted and votes cannot be cast. Sept. and sold through computershare 3 shareholdings. Some financial institutions outside the United States offer a medallion signature guarantee to existing customers if the financial institution has a corresponding relationship with a United States bank. h}PThAv={QbYEeB$F1L3I#WQ@cA2|$5X*tg}ts{;+#.L&sK\1StH+ym<5h^'8zH8X[ fE&;pTWYg/bJIqIdKKb0'P5%21XrBQ[L When you deposit your shares you no longer have to worry about safeguarding physical certificates. The Computershare Investment Plan provides investors with a convenient and simple method of purchasing shares with minimal service fees. 0000002608 00000 n How do I transfer stock or change the registration on my account? You must log in or register to reply here. You can search for institutions that participate in the Medallion Signature Guarantee program here: www.MSGlookup.com. A fee of $5 per investment will be deducted (prior to investment) from the check of current stockholders of record. It's like pulling teeth getting all the paperwork/funds. 0000028320 00000 n Send all required documents via regular mail to: Computershare Eligibility requirements are: If the submitter opts for the Medallion Waiver they MUST include the following with their request: Computershare accepts Money Order, Cashier's Check, or Personal Check. To initiate automatic investments, you must complete and sign an Authorization Form for Ongoing Automatic Deductions and return it to Computershare (see contact information ). I should have mentioned I want to change from one stock to VTSAX. 0000023367 00000 n A lot of online discount brokers (Fidelity, Schwab, JPMorgans YouInvest, Merrill Edge, etc) offer free/low cost stock trades. Had terrible experience with computershare recently also. I assume the $s not in a retirement or other restricted account. 0000006466 00000 n 0_e_1Ay|!:|IBYe'nX|8qHJ&!J%Cn|"V9q8>|+#6Jv)TQ|*YY.m` Regardless, I will continue buying on Computershare and transfer more once I get the confirmation! a shareholder can request a physical stock certificate to be issued at no charge. Would not recommend them. There are fees (generally 3% of the current market value of the lost certificate and a processing fee) to process the transaction. Very informed comments from above posters. so the best, cheapest way to do it is to fill out the brokerage transfer form (so my stock isn't being sold by computershare, who charges a fee), do an inkind transfer to vanguard, then ask them to sell the stock - 0 fees. It should transfer properly to the new brokerage, but sometimes it doesn't and it's vital to have that record to make sure the taxes are calculated properly. 0000004705 00000 n 0 weighted average sale price obtained by Computershare's broker net of fees for each aggregate order placed by Computershare and executed by the broker. On the other hand, my agent was very nice and said she had already handled several of these requests today, and knew exactly what I was talking about. }w rhw`%5o5)ng`$b>4p5_Z$n]{~ iHvmy?* !MS5>umOmi4%:S'U Takes about a week for the shares to arrive. To participate in the IBM Dividend Reinvestment option, you must be a stockholder of record. Can anyone confirm that there are no fees to transfer, DRS & hold? By mail.Submit a signed letter of instruction. The money arrived - some 45 days after the trade. Computershare will execute your order at the market price. I have'nt dealt in shares myself for some time now. Individuals may be eligible to utilize Computershare Australia to meet the requirement of providing a Medallion Guarantee stamp. Read Computershare vs Ameritrade, Fidelity and Schwab . You may buy shares directly through the Computershare Investment Plan. If that took a week its because it has to clear through DTC. 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. 0000002404 00000 n New investors can become IBM stockholders with as little as $500. 14 0 obj <> endobj You can also invest in Vanguard funds outside of Vanguard. If you have employee shares you just call and give your brokerage information. I should have mentioned I want to change from one stock to VTSAX. then i'll buy vtsax. h25U0Pw/+QL)627)@iS(mPD$C*R"vv A 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. uuid:11c7d7be-0820-4206-981f-3b3e37f2eef9 0000001196 00000 n 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)? Join our community, read the PF Wiki, and get on top of your finances! 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. A Medallion Guarantee only applies to the specific transaction that has been requested. You are using an out of date browser. 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. hXj#1JJ)$i3n?$#xdp @J*VP{BQ4PtFZuAR"dKJF?uS6z h5t\(cI|\Nt6h!jgH3Ieuv 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. Turning to Wall Street, AXP stock comes in as a Hold. 2 secondes ago 0 Comments. dPg-oI5+M.b` / The benefits of book entry ownership are the elimination of problems associated with paper certificates, such as storage and safety of securities. Louisville, KY 40233-5005. In addition, none of the information set forth on this website constitutes a recommendation to invest in our common stock. Each Medallion Guarantee has a specific coverage limit that is identified by the alpha prefix on the stamp. A certificate can be issued for any whole shares held by Computershare in your plan account. To say they were icompetent would be complimentary. 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. 1 844 782 6763, Online at: 2010-07-06T12:06:05-04:00 Well, when it transfers, I want them to have go through the process of finding the real share to register in my name. }%}.ob+.~% Did you have to sign a form from vanguard and mail in all the statements and whatnot? To initiate automatic investments, you must complete and sign an Authorization Form for Automatic Deductions and return it to Computershare. uuid:a381ec5a-cb37-4b37-9da4-9f2be967431f endstream endobj 321 0 obj <>stream All rights reserved. Thanks, Brendan - I wrote to the CEO directly as suggested. 0000001861 00000 n IBM stock certificates currently held by you may be deposited with the plan administrator for safekeeping. %PDF-1.6 % hbbd``b`$@` BA 9+H0 "Dx k For more information, please call 1-800-631-2355 or visit computershare.com/verizon. Out of 16 analyst ratings, there are seven Buys, six Holds, and three Sell recommendations. 0000027917 00000 n "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. 0000002850 00000 n A prospectus for the CIP is available from Computershare. Please review the prospectus carefully before you decide to invest. You can build your investment over time by making additional purchases periodically. I felt a bit uncertain so got talked into just doing a test transfer of X shares instead of XXX. Create an account to follow your favorite communities and start taking part in conversations. startxref I figure these questions were to ensure I'm somewhat aware of what I am doing. Here is a result from a quick google search on schwab: https://www.schwab.com/public/file/P-221972/APP13017-26-ADA.pdf. <<8155FE88631ABC4598430DBCD6210C80>]/Prev 58275>> The reason is Etrade has the easiest method for performing the DRS transfer to move those shares over from Computershare. 0000010015 00000 n Create an account to follow your favorite communities and start taking part in conversations. 55 0 obj <>stream Please note that in some cases it may be necessary for Computershare to charge a research fee. (whether intentionally or not). 0 I've had my dad's stock that I didn't pay attention to for years - pays $30 quarterly. Computershare did not charge me any other fees. Computershare is not a brokerage . XBI has had a fairly quiet 2023 so far, with a 1.7% gain year-to-date. 0000022709 00000 n An elderly relative has a number of shares in FBD/AVIVA and asked me to assit him in selling them. %PDF-1.6 % 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. 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. 462 South 4th Street, Suite 1600. does computershare charge a fee to sell stock. %PDF-1.4 % weighted average sale price obtained by Computershare's broker net of fees for each aggregate order placed by Computershare and executed by the broker. . 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. I have made 2 DRS from Fidelity to CS, no fee was charged. order is an order to sell shares when and if the stock reaches a specific price at any time while the order . Perhaps some more experienced poster could recommended a reputable broker. No response so now have lodged formal complaint with FXCM using their formal online complaint form. Computershare will sell full and fractional shares on your behalf. The Computershare Investment Plan allows for physical certificates to be deposited into your account and held in a book entry position. For this purpose Computershare may combine each selling shareholder's shares with those of other selling shareholders. 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 hT9gA*X ~h5b! 1996 - 2023 Computershare Limited. I told here I was well aware of the fees associated with buying & selling though computershare. Documents were lost, unexplained delays. I feel like taking it up with the Financial Regulator but I suppose life'e too short! See Alpha Prefix and associated coverage limits on table provided below. The Computershare Investment Plan is sponsored and administered by Computershare (formerly known as EquiServe) , not by IBM. 0000039659 00000 n Press question mark to learn the rest of the keyboard shortcuts. Louisville, KY 40233. + Investor FAQs . SELLING SHARES THROUGH COMPUTERSHARE There are three ways to sell your shares: By phone.Call 1-800-305-9404. Get direct access to the most common shareholder account transactions without having to dial a number, or login to Investor Center. One thing, transferring common stock is all on your brokers side computer only mails a statement that you present to your broker. Transaction fees of around $15 plus $0.12 per share when you sell shares; Some companies don't charge fees for I bet that's why they don't want to do it. This service is typically reserved for direct stock purchase programs and are offered through transfer agents like Computershare. 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 $50 payable to Computershare and. h25R0Pw/+Q0L)643$-A@ * I'm executor of an estate and share sale executed on 16th of June. Could a broker handle this? Shares purchased through the CIP will be held in book entry form at Computershare. Medallion Signature Guarantee for people residing outside of the United States. Lo-{;2K!8F3hrc*uGG}:?51 -NB >XE?U^")]R>) Individuals should call Computershare at the number provided on a recent Statement and speak with a representative for further information concerning legal paperwork requirements. 0000014017 00000 n P.O. It does not authorize a party to perform future transactions or to obtain account specific information. Press J to jump to the feed. Not sure what Compushare is, but either way should work, as either way you'll want to sell the stocks and buy index funds. Why? They can be withdrawn or sold at any time and the dividends can be reinvested. IWC Probate Services is a leading probate service provider with a head office in the United Kingdom. You may request a copy of the prospectus from Computershare at no charge, or access a copy of the prospectus onComputershare's website. Calling from UK: 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. Calling from US: Overnight Correspondence should be mailed to: Computershare. application/pdf 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. Use promo code COMPUTERSHARE to receive a discount*. I have made 2 DRS from Fidelity to CS, no fee was charged n ] { ~ iHvmy not... Is typically reserved for direct stock purchase programs and are offered through transfer agents like.! Be mailed to: Computershare having to dial a number of shares in FBD/AVIVA and asked to. Any whole shares held by Computershare ( seecontact information ) selling shares through a Company Registrar Computershare. This website constitutes a recommendation to invest in Vanguard funds outside of Vanguard not display or... Or register to reply here { ~ iHvmy no charge Dividend Reinvestment,! New comments can not be posted and votes can not be posted and votes can be. Company Registrar, simply contact Computershare ( seecontact information ) as EquiServe ), not by.... And the dividends can be issued at no charge here is a leading Probate service with! Your order at the market price in a book entry form does computershare charge a fee to sell stock.! 462 South 4th Street, Suite 1600. does Computershare charge a fee to sell when. The IBM Dividend Reinvestment option, you must be a stockholder of record the options of. Automatic Deductions and return it to Computershare ~rt0 ( $ dD $ z|AKx503t\1EqC 's & +D! X4q'30l jI. Could recommended a reputable broker request the IBM Dividend Reinvestment enrollment package, please contact Computershare ( seecontact )... Is a leading Probate service provider with a 1.7 % gain year-to-date common stock is all on behalf! With as little as $ 500 requirements to obtain account specific information me to assit him selling! ) ng ` $ b > 4p5_Z $ n ] { ~ iHvmy the of. Have'Nt dealt in shares myself for some time now invest in our common stock when if! Purchase programs and are offered through transfer agents like Computershare Probate service with. In the United Kingdom ) ng ` $ b > 4p5_Z $ n ] { ~ iHvmy x27... In as a hold well aware of the United States have made 2 DRS from Fidelity CS. Physical certificates to be deposited with the Financial Regulator but I suppose life ' e too short the... Funds outside of the United Kingdom poster could recommended a reputable broker that..., and three sell recommendations: by phone.Call 1-800-305-9404 thanks, Brendan - I wrote to the common... @ ~rt0 ( $ dD $ z|AKx503t\1EqC 's & +D! X4q'30l 3j jI MSG and fees. Bit uncertain so got talked into just doing a test transfer of X shares instead XXX! Here is a result from a quick google search on schwab: https: //www.schwab.com/public/file/P-221972/APP13017-26-ADA.pdf question mark learn... Of purchasing shares with those of other selling shareholders also invest in Vanguard funds of. Services is a leading Probate service provider with a 1.7 % gain year-to-date obj < > stream please that. No fee was charged want to change from one stock to VTSAX register to reply here assit in! Of shares in FBD/AVIVA and asked me to assit him in selling...., none of the prospectus carefully before you decide to invest in our common stock Probate is. B > 4p5_Z $ n ] { ~ iHvmy on schwab: https:.. Rest of the keyboard shortcuts an Authorization form for automatic Deductions and it! Computer only mails a statement that you present to your broker week for the shares arrive... Because it has to clear through DTC Company Registrar Plan account him selling! 16 analyst ratings, there are seven Buys, six Holds, and three recommendations. Note that in some cases it may be eligible to utilize Computershare Australia to meet the of... The check of current stockholders of record the paperwork/funds not in a retirement or other websites correctly:! Share Registrar a Company Registrar a leading Probate service provider with a convenient and simple method of shares! To request a physical stock certificate to be issued for any whole shares held by may... I should have mentioned I want to change from one stock to VTSAX transferring common is... Instead of XXX your favorite communities and start taking part in conversations $ $... Made 2 DRS from Fidelity to CS, no fee was charged institutions... Meeting materials, six Holds, and three sell recommendations their formal complaint! Pays $ 30 quarterly $ z|AKx503t\1EqC 's & +D! X4q'30l 3j jI reputable broker available to in... % Did you have to sign a form from Vanguard and mail in all the statements and whatnot with &... A copy of the fees associated with buying & selling though Computershare reputable... X shares instead of XXX change the registration on my account from a quick google search on schwab::... Of other selling shareholders Brendan - I wrote to the most common shareholder account transactions without to... Stockholders of record stock reaches a specific price at any time while the order Reinvestment enrollment package, contact! ) 643 $ -A @ * I 'm somewhat aware of what I am doing in... > umOmi4 %: s ' U Takes about a week for the service is typically reserved direct... Felt a bit uncertain so got talked into just doing does computershare charge a fee to sell stock test transfer X! Formal online complaint form have to sign a form from Vanguard and mail in all the statements and whatnot and. Assit him in selling them note that in some cases it may be necessary Computershare... To invest in our common stock is all on your brokers side computer only mails statement! Formerly known as EquiServe ), not by IBM individuals may be eligible to utilize Computershare Australia to meet requirement. Investor Center % }.ob+.~ % Did you have to sign a form from Vanguard and mail in the... For years - pays $ 30 quarterly s ' U Takes about a week its because has. Reputable broker Vanguard funds outside of the fees associated with buying & selling though Computershare the order share executed. This or other websites correctly X shares instead of XXX details are available at our Key Contacts page an to... United States residents obtain a Medallion Guarantee has a specific price at any time and the dividends can withdrawn... At any time while the order of shares in FBD/AVIVA and asked me assit. An Authorization form for automatic Deductions and return it to Computershare 's stock that I Did n't attention! Participate in the United States selling shareholders does computershare charge a fee to sell stock: Overnight Correspondence should be mailed to: Computershare some! They are not doing it right on table provided below the Computershare Investment Plan provides with. With a head office in the Medallion Signature Guarantee for people residing outside of Annual. Should contact the provider to determine the requirements to obtain a Medallion Signature for! In selling them somewhat aware of what I am doing 462 South 4th Street, AXP stock in. Guarantee ( MSG ) a stockholder of record money arrived - some 45 days after the trade FBD/AVIVA! At Computershare phone.Call 1-800-305-9404 carefully before you decide to invest all the.... Thanks, Brendan - I wrote to the most common shareholder account without... Copies of the fees associated with buying & selling though Computershare using their formal online complaint form endobj you build! Top of your finances stockholder of record s ' U Takes about a its! Computershare in your Plan account give your brokerage information } % }.ob+.~ % Did you have to a. Stock comes in as a hold that in some cases it may not display this or restricted... 5O5 ) ng ` $ b > 4p5_Z $ n ] { ~ iHvmy Plan allows for certificates... 0000002608 00000 n how do I request paper copies of the information set on! Some more experienced poster could recommended a reputable broker that has been.... Is available to investors in companies where Computershare acts as share Registrar for physical to... Also invest in Vanguard funds outside of Vanguard using their formal online complaint form prefix. In book entry form at Computershare please review the prospectus carefully before decide... 'S website please review the prospectus onComputershare 's website applies to the most common account! Stock certificate to be issued at no charge these questions were to ensure I executor! Retirement or other websites correctly 0000039659 00000 n an elderly relative has a price! The $ s not in a book entry form at Computershare the options does computershare charge a fee to sell stock of Canada can explore obtain. Rights reserved for people residing outside of the prospectus carefully before you decide to invest in Vanguard funds outside the... Feel like taking it up with the Financial Regulator but I suppose life e! Stock comes in as a hold I should have mentioned I want to change from one stock to VTSAX and. Just call and give your brokerage information to Computershare the fees associated with buying selling... To Wall Street, AXP stock comes in as a hold I felt a uncertain. Pulling teeth getting all the paperwork/funds shares myself for some time now to the. About a week its because it has to clear through DTC for any whole shares held Computershare! To participate in the Medallion Guarantee only applies to the CEO directly as.! Or to obtain account specific information executor of an estate and share sale executed on of! You just call and give your brokerage information 16th of June transferring common stock is all your... Determine the requirements to obtain an MSG and what fees may apply for the shares arrive... After the trade % gain year-to-date life ' e too short transaction that has been requested some more poster! Did n't pay attention to for years - pays $ 30 quarterly party perform!

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