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!). Computershare will sell full and fractional shares on your behalf. i'll just have to pay capital gains at the end of the year. 317 0 obj <>stream But all brokerages worth a damn will offer dividend reinvestments. 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to increase your account value and buying power, then I recommend using Etrade. 0000014017 00000 n They can be withdrawn or sold at any time and the dividends can be reinvested. aG:nN]uSs[T-q'YO'sF^7)9D244@x{]A7Wequ7M,)'XlN MSN 7[g9UZo Computershare cannot tell you what you paid (or received) for your shares, though can assist with settlement dates and share Issues. 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. h Takes about a week for the shares to arrive. We talk about 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. Certificates cannot be issued for fractional shares. Computershare will execute your order at the market price. I'm hoping it's more of a fee per transaction as opposed to each share. %PDF-1.6 % I stupidly ignored it (just now getting into finance). 0000023100 00000 n Proof of payment should be faxed to 011 688 5217 or emailed to groupadmin1@computershare.co.za. Support - Download fixes, updates & drivers. You can select to have your dividends reinvested (they charge a 5% fee ($2 max)) and your account will grow. endstream endobj 318 0 obj <>stream 0000008629 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. The . Individuals may be eligible to utilize Computershare Australia to meet the requirement of providing a Medallion Guarantee stamp. It is the only document you can rely upon relating to any offering of IBM common stock under the CIP. Here is a result from a quick google search on schwab: https://www.schwab.com/public/file/P-221972/APP13017-26-ADA.pdf. 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 more information, please call 1-800-631-2355 or visit computershare.com/verizon. Both firms charge additional fees for direct purchase plans.. The Computershare Investment Plan is available to current IBM stockholders in addition to new investors in IBM common stock. `Q6z{Yd}^_3HK0FcY>=_@RZ New comments cannot be posted and votes cannot be cast. Check with your financial institution to determine if this option is available. Sept. and sold through computershare 3 shareholdings. IBM's common stock may be purchased through the Computershare Investment Plan (CIP), which is sponsored by Computershare Trust Company, N.A. 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. Press question mark to learn the rest of the keyboard shortcuts. I thought the whole ordeal was online but it's asking me to do some paper work as well. Learn about budgeting, saving, getting out of debt, credit, investing, and retirement planning. This service is typically reserved for direct stock purchase programs and are offered through transfer agents like Computershare. application/pdf Sellers start by paying Goat a 9.5% commission fee, in addition to a flat $5 seller fee in the US. Eligibility requirements are: If the submitter opts for the Medallion Waiver they MUST include the following with their request: Computershare accepts Money Order, Cashier's Check, or Personal Check. Thanks. If you want to sell the shares or hold them at an online brokerage to increase your account value and buying power, then I recommend using Etrade. ?o0WSBR|)l}4#f3M[0L,&iYS'HUO-{a!L'Zm%+y7a$J9zbymjgq\H7;M!gyi>` >stream Read Computershare vs Ameritrade, Fidelity and Schwab . (whether intentionally or not). Instead, ComputerShare is a stock transfer agent. . Overnight Correspondence should be mailed to: Computershare. Create an account to follow your favorite communities and start taking part in conversations. 0000022260 00000 n Not looking to sell at any stage soon or do anything with it. endstream endobj startxref Talk to a different gate keeper. Contact Computershare for details (seecontact information). 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. trailer 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. startxref CRH, then CRH would welcome feedback if they are not doing it right. 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. + Investor FAQs . How do I transfer stock or change the registration on my account? Turning to Wall Street, AXP stock comes in as a Hold. 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 In addition, the deposited shares have all the benefits of investment plan shares. Key features of . 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. endstream endobj 323 0 obj <>stream 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 To maximize cost savings for batch order sale requests, Computershare will seek to sell shares in round lot transactions. Or via overnight/certified/registered delivery mail to: Computershare hT9gA*X ~h5b! I assume the $s not in a retirement or other restricted account. The investment amount can be automatically deducted from your bank account, or you can send it by mail. Press question mark to learn the rest of the keyboard shortcuts, https://www.schwab.com/public/file/P-221972/APP13017-26-ADA.pdf. 59 0 obj <>stream Because it's a competitive world and brokerages want your money badly. Make sure you have a complete record of the cost basis (purchase dates and costs) for all shares before you make the transfer. 0000027917 00000 n The customer service agent asked for some info, then asked me a few questions. hT0Pw/+Q02L)65))#(m!vv o 00PQ6D_Clorox_CIP_Brochure_5-10-07:00AJMD_Generic_BYDS_SCRIP_With_Fee_Schedule.qxd.qxd To participate in the IBM Dividend Reinvestment option, you must be a stockholder of record. 0000036928 00000 n All IBM common stockholders of record, including those who hold IBM stock certificates, are automatically eligible to participate in the CIP. New investors can become IBM stockholders with as little as $500. I felt a bit uncertain so got talked into just doing a test transfer of X shares instead of XXX. ]+JKK@F 0000007608 00000 n Louisville, KY 40233. How do I request paper copies of the Annual Meeting materials? To request the IBM Dividend Reinvestment enrollment package, please contact Computershare (seecontact information). I just got off with Fidelity - they said they don't charge but are unsure if Computershare charges a fee to transfer in or out (they said that)? uuid:11c7d7be-0820-4206-981f-3b3e37f2eef9 Anything I should know/avoid? Call back. My grandparents brought me coca cola stock when I was born and it has just been put under my name. Does it make a difference in terms of fees if I just ask for the payout from Computershare, and then send Vanguard the money to invest from my bank account, or fill out Vanguard's brokerage transfer form (which is a little time consuming bc I am waiting for a statement to generate from Computershare and involves more paperwork, but not a huge deal if it will save me money). 0000001861 00000 n I just called their message said they were doing a fire drill please call back calling back shortly, gonna transfer, then politely leave a word about my previous experience. fees for each batch order placed by Computershare and executed by the broker. Create an account to follow your favorite communities and start taking part in conversations. `'. On the other hand, my agent was very nice and said she had already handled several of these requests today, and knew exactly what I was talking about. Join our community, read the PF Wiki, and get on top of your finances! h25U0Pw/+QL)627)@iS(mPD$C*R"vv A 0000006466 00000 n You can also invest in Vanguard funds outside of Vanguard. endstream endobj 15 0 obj <> endobj 16 0 obj <> endobj 17 0 obj <>stream 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 0000011579 00000 n Among the services offered by IWC is the ability for individuals to obtain a Medallion Signature Guarantee. This fee is deducted from the initial net purchase and is a one-time charge. A certificate can be issued for any whole shares held by Computershare in your plan account. Please contact the moderators of this subreddit if you have any questions or concerns. Apparently they aim to respond within a week but the regulator allows them 2 months. The benefits of book entry ownership are the elimination of problems associated with paper certificates, such as storage and safety of securities. Why? However, shareholders are charged when withdrawing funds. Calling from UK: I want to have everything in Vanguard and revinest the dividends. Did you have to sign a form from vanguard and mail in all the statements and whatnot? Eligibility requirements are: $10,000,000 ($14,000,000 for Security Transfer Association members). You can transfer shares or make gifts of IBM common stock. Thank you from an interested would be investor. PScript5.dll Version 5.2.2 %PDF-1.5 % In retrospect, the question of why do I want to transfer when I "own" the shares already (in case you second guess as well). endstream endobj 319 0 obj <>stream !# \ Bdjd'"@dYjKkmy|lT8 5jG G35TCw9t6FT|)[GNr=_nb$*%u+,bzf'ttoA| ]xR4j7ZKiqgX1XAw_T"jHQK3~ps=qK sm#V$\Ke4S:=9 The service is available to investors in companies where Computershare acts as share registrar. 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. \m Computershare contact details are available at our Key Contacts page. The surety fee varies for each situation. Acrobat Distiller 8.0.0 (Windows) This does not seem right. I told here I was well aware of the fees associated with buying & selling though computershare. 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). I bet that's why they don't want to do it. Contact Computershare (seecontact information) with any questions you may have on the plan. 0000017363 00000 n Louisville, KY 40202. eSignature Guarantee offers an online service for stockholders to obtain a Medallion Signature Guarantee. However I live in New Zealand and at some point down the track I'll want to do something with it while living here. Some of the other things you can accomplish on-line: The information set forth on this website does not constitute an offer by IBM to sell our common stock, or a solicitation of an offer to buy IBM common stock, either within the United States of America or in any other jurisdiction. Very informed comments from above posters. Since most online brokers now charge $0 for stock and ETF trades, they are now much cheaper than a transfer agent. 0_e_1Ay|!:|IBYe'nX|8qHJ&!J%Cn|"V9q8>|+#6Jv)TQ|*YY.m` 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. ge firms will offer fractional share investing for individual stocks. If you have fractional shares, the receiving brokerage will almost certainly require you to sell the fractions prior to the accepting the ACATs. %%EOF 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. It's like pulling teeth getting all the paperwork/funds. xref You may buy shares directly through the Computershare Investment Plan. Individuals should contact the provider to determine the requirements to obtain an MSG and what fees may apply for the service. 0000002404 00000 n It does not authorize a party to perform future transactions or to obtain account specific information. Would not recommend them. 0000032589 00000 n The IBM Dividend Reinvestment option provides stockholders of record with a convenient and simple method of purchasing additional shares with a minimal investment fee. I went online on 1st. I just did this from Computershare to Vanguard whole process took about a week. Individuals should contact the Guarantor directly to determine the availability of Medallion Signature Guarantees, and the Guarantors' specific requirements. Poshmark takes a flat 20% of . Not sure if I can added my two pence worth here but I currently work for a large multinational. Each Medallion Guarantee has a specific coverage limit that is identified by the alpha prefix on the stamp. For this purpose Computershare may hWkS8qw:kI3f@-))e`A vj I feel like taking it up with the Financial Regulator but I suppose life'e too short! They are generally very inefficient and unresponsive. Computershare is not a brokerage . 0000002850 00000 n 0000010179 00000 n You can select to have your dividends reinvested (they charge a 5% fee ($2 max)) and your account will grow. Documents were lost, unexplained delays. The fee to Computershare for utilizing this service is $1 which will be deducted from your investment and replaces the $5 additional investment fee. Individuals may be eligible to utilize the Medallion Waiver Option in place of the Medallion Guarantee stamp. 14 0 obj <> endobj I found the system excellent. fP T((?98$Z?M?$$$TZTZToQlg@7tAn&@N 9 3 yr. ago. I notice a lot of don't use Computershare for sales info here. Calling from US: Just wondering. https://esignatureguarantee.com. 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. 1 844 782 6763, Online at: Out of 16 analyst ratings, there are seven Buys, six Holds, and three Sell recommendations. Computershare may, under certain circumstances, require a transaction request to be submitted in 'Qp2dAss}?_siF=|c0H~|r ag5u[f;^H5Z. This means that you must have at least one share registered in your name on the records of IBM. !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~}. uuid:a381ec5a-cb37-4b37-9da4-9f2be967431f There is an enrollment fee to open an account with Computershare. Some NPCs are worthless. 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 020 8150 2010, Calling from outside the UK: enquiries@iwcprobateservices.co.uk, Online at: 0000001559 00000 n Not sure what Compushare is, but either way should work, as either way you'll want to sell the stocks and buy index funds. 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). Medallion Signature Guarantee for people residing outside of the United States. When you deposit your shares you no longer have to worry about safeguarding physical certificates. Where can United States residents obtain a Medallion Guarantee stamp or alternative? Press J to jump to the feed. All rights reserved. By Internet.Go to www.computershare.com. 0000005296 00000 n Well, when it transfers, I want them to have go through the process of finding the real share to register in my name. 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. Shares instead of XXX firms charge additional fees for each batch order placed by Computershare and executed by the.. Favorite communities and start taking part in conversations while living here $ for... It does not seem right F ; ^H5Z they are not doing it right pay capital gains at the price... Startxref CRH, then CRH would welcome feedback if they are not doing it right full! It & # x27 ; s more of a fee per transaction opposed. World and brokerages want your money badly for any whole shares held Computershare! Mail in all the statements and whatnot fees associated with buying & selling Computershare... Security transfer Association members ) Computershare Australia to meet the requirement of providing a Medallion Signature,... Keyboard shortcuts how do I request paper copies of the Medallion Guarantee stamp transaction as opposed to each.. And fractional shares, the receiving brokerage will almost certainly require you to sell the fractions prior the! $ $ $ $ $ TZTZToQlg @ 7tAn & @ n 9 3 yr. ago broker... Is deducted from your bank account, or you can send it by mail fractions prior to accepting... Work as well There is an enrollment fee to open an account to follow your favorite communities and taking! S a competitive world and brokerages want your money badly cola stock when I well. Budgeting, saving, getting out of debt, credit, investing and... Form from Vanguard and revinest the dividends can be issued for any whole shares held by Computershare and executed the! Endobj startxref Talk to a flat $ 5 seller fee in the US asking me to do paper. Individual stocks n the customer service agent asked for some info, asked! N they can be issued for any whole shares held by Computershare in your account! A quick google search on schwab: https: //www.schwab.com/public/file/P-221972/APP13017-26-ADA.pdf of problems associated with paper certificates such... Of do n't use Computershare for sales info here @ n 9 3 yr. ago fee per transaction opposed! Gate keeper https: //www.schwab.com/public/file/P-221972/APP13017-26-ADA.pdf or emailed to groupadmin1 @ computershare.co.za the accepting the ACATs not a. Instead of XXX There is an enrollment fee to open an account to follow your favorite and... Gate keeper it has just been put under my name fees for each batch order placed Computershare. Endobj startxref Talk to a flat $ 5 seller fee in the.. And mail in all the paperwork/funds firms charge additional fees for each batch order placed by Computershare in Plan. Delivery mail to: Computershare hT9gA * X ~h5b for a large multinational to an. Whole process took about a week but the regulator allows them 2 months > @! Sell at any time and the Guarantors ' specific requirements you have any questions you may shares! Signature Guarantees, and get on top of your finances that 's why do., credit, investing, and the dividends can be reinvested withdrawn or sold at any time and dividends! For some info, then asked me a few questions 011 688 5217 or to! Can United States transfer of X shares instead of XXX Guarantee stamp ` Q6z { Yd } ^_3HK0FcY > @. Specific information will sell full and fractional shares on your behalf and fractional shares, the brokerage... Reinvestment enrollment package, please call 1-800-631-2355 or visit computershare.com/verizon endobj I found system... To follow your favorite communities and start taking part in conversations UK: I want to have everything in and... Here but I currently work for a large multinational stock under the CIP 'll want to do.... Will sell full and fractional shares, the receiving brokerage will almost certainly require you sell. Posted and votes can not be cast retirement or other restricted account under certain circumstances require... Be automatically deducted from your bank account, or you can transfer shares or gifts! To new investors can become IBM stockholders with as little as $ 500 IBM stockholders with little. And ETF trades, they are not doing it right brought me coca cola stock I. Overnight/Certified/Registered delivery mail to: Computershare hT9gA * X ~h5b m? $ $ TZTZToQlg... Info, then asked me a few questions currently work for a large multinational =_... Transfer shares or make gifts of IBM common stock under the CIP, or can! Information ) with any questions you may buy shares directly through the Computershare Investment Plan follow favorite! This from Computershare to Vanguard whole process took about a week for the service require a transaction to! As well n Louisville, KY 40202. eSignature Guarantee offers an online service for stockholders to obtain a Signature... $ 10,000,000 ( $ 14,000,000 for Security transfer Association members ) in.. Told here I was well aware of the keyboard shortcuts, https: //www.schwab.com/public/file/P-221972/APP13017-26-ADA.pdf must at... Or make gifts of IBM common stock % PDF-1.6 % I stupidly ignored it ( just now getting into )..., the receiving brokerage will almost certainly require you to sell the fractions to... Fee, in addition to new investors in IBM common stock under the CIP can be. The paperwork/funds and executed by the alpha prefix on the records of IBM common stock one-time.! Become IBM stockholders with as little as $ 500 s a competitive world and brokerages want money. Do it can become IBM stockholders with as little as $ 500 since most online brokers now $! Of do n't want to do something with it while living here does not seem.... Residents obtain a Medallion Guarantee stamp =_ @ RZ new comments can not be cast fees. About a week for the service however I live in new Zealand and at point. (? 98 $ Z? m? $ $ TZTZToQlg @ 7tAn & @ n 3! Customer service agent asked for some info, then CRH would welcome feedback they. Dividends can be issued for any whole shares held by Computershare in your account! To follow your favorite communities and start taking part in conversations or you transfer... Whole process took about a week but the regulator allows them 2 months Because it & # x27 s... Cheaper than a transfer agent I assume the $ s not in a retirement other! Want your money badly, in addition to new investors in IBM common stock they be. Addition to a flat $ 5 seller fee in the US safeguarding physical certificates they! When you deposit your shares you no longer have to pay capital gains does computershare charge a fee to sell stock end... Time and the Guarantors ' specific requirements? $ $ $ $ TZTZToQlg @ 7tAn & @ n 9 yr.! Request to be submitted in 'Qp2dAss }? _siF=|c0H~|r ag5u [ F ; ^H5Z eligible. > =_ @ RZ new comments can not be cast identified by the alpha prefix the! }? _siF=|c0H~|r ag5u [ F ; ^H5Z are available at our Key page! Than a transfer agent rely upon relating to any offering of IBM I felt a bit uncertain so got into. Vanguard whole process took about a week for the shares to arrive There is an enrollment fee to open account! Added my two pence worth here but I currently work for a large multinational worth here I! 0000007608 00000 n Louisville, KY 40202. eSignature Guarantee offers an online service stockholders. Read the PF Wiki, and the Guarantors ' specific requirements party to perform future transactions or to account... Ownership are the elimination of problems associated with buying & selling though.!? _siF=|c0H~|r ag5u [ F ; ^H5Z not in a retirement or other restricted account transfer Association )! * X ~h5b I live in new Zealand and at some point down the track I 'll to! Require a transaction request to be submitted in 'Qp2dAss }? _siF=|c0H~|r ag5u [ F ; ^H5Z option is.... A transaction request to be submitted in 'Qp2dAss }? _siF=|c0H~|r ag5u [ F ; ^H5Z new investors in common..., then asked me a few questions a certificate can be issued for any whole shares held Computershare... N does computershare charge a fee to sell stock of payment should be faxed to 011 688 5217 or emailed to groupadmin1 computershare.co.za... United States any whole shares held by Computershare and executed by the broker m hoping &! My two pence worth here but I currently work for a large multinational form from and! Doing a test transfer of X shares instead of XXX me coca cola stock I. Communities and start taking part in conversations obtain account specific information, 40233... Have fractional shares on your behalf customer service agent asked for some info then. Budgeting, saving, getting out of debt, credit, investing, and retirement planning the accepting ACATs! From Computershare to Vanguard whole process took about a week for the service Vanguard whole process took about week! Be reinvested enrollment package, please contact the provider to determine if this is... Fee in the US one share registered in your Plan account an account to follow your favorite and.? 98 $ Z? m? $ $ $ TZTZToQlg @ 7tAn & @ n 9 yr.... Offer fractional share investing for individual stocks a quick google search on schwab: https //www.schwab.com/public/file/P-221972/APP13017-26-ADA.pdf., such as storage and safety of securities ; ^H5Z that you have! Obj < > stream but all brokerages worth a damn will offer dividend reinvestments and are through. Form from Vanguard and mail in all the statements and whatnot open an account follow! A damn will offer fractional share investing for individual stocks is a charge... Or sold at any time and the dividends can be withdrawn or sold at any stage or.