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. Where can United States residents obtain a Medallion Guarantee stamp or alternative? 15 0 obj <> endobj Individuals should contact the provider to determine the requirements to obtain an MSG and what fees may apply for the service. https://esignatureguarantee.com. *_~[^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@ Anything I should know/avoid? 0000022260 00000 n One thing, transferring common stock is all on your brokers side computer only mails a statement that you present to your broker. Statements and additional information for your registered stockholder account is available on-line through Computershare. Apparently they aim to respond within a week but the regulator allows them 2 months. hTmk@+^N Because it's a competitive world and brokerages want your money badly. A fee of $5 per investment will be deducted (prior to investment) from the check of current stockholders of record. I'm hoping it's more of a fee per transaction as opposed to each share. Where can Canadian residents obtain a Medallion Guarantee stamp? 0000014876 00000 n The customer service agent asked for some info, then asked me a few questions. If you have employee shares you just call and give your brokerage information. A certificate can be issued for any whole shares held by Computershare in your plan account. Press J to jump to the feed. Any advice one what is best? Oh and why do I want to transfer just out of curiosity? A Medallion Signature Guarantee stamp can be obtained at a bank, credit union, broker, or other financial firm. All rights reserved. 0000009627 00000 n You can select to have your dividends reinvested (they charge a 5% fee ($2 max)) and your account will grow. 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. It's like pulling teeth getting all the paperwork/funds. 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. Not sure if I can added my two pence worth here but I currently work for a large multinational. I assume the $s not in a retirement or other restricted account. Q. Computershare is not a brokerage and does not have a set fee for the purchase or sale of stock. Some Guarantors may only provide Medallion Signature Guarantees for their customers. 0044 20 8150 2010, Send email enquiries to: 0000010179 00000 n Thanks. Box 505000. Instead, ComputerShare is a stock transfer agent. You may choose to receive any dividend payments electronically, by check or you may have a portion or all of your dividends reinvested towards the purchase of additional shares. hb```g```X,=2FV$PQ w - :`3^2Lm ssa@7Z+ 0000012810 00000 n This fee is deducted from the initial net purchase and is a one-time charge. For this purpose Computershare may 0000005296 00000 n Computershare is not a brokerage . It does not authorize a party to perform future transactions or to obtain account specific information. I also told here that neither Fidelity nor computershare charge for the transfer. JavaScript is disabled. 020 8150 2010, Calling from outside the UK: 5a3@A?3F7h>W ZFPO1{c/'Xu%ek>>f4f>#=QOM]p+0.;Ykw0QMYjne*`vfc1c:N~-*[email protected](`#RfX` [BZTd9,~>0B lZ~, 00PQ6D_Clorox_CIP_Brochure_5-10-07:00AJMD_Generic_BYDS_SCRIP_With_Fee_Schedule.qxd.qxd. IBM's common stock may be purchased through the Computershare Investment Plan (CIP), which is sponsored by Computershare Trust Company, N.A. 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 hb```f``rb`e``g@ ~rt0($dD $ z|AKx503t\1EqC'S&+D!X4q'30l 3j jI Computershare says I can't reinvest the dividends, which definitely makes me want to move. To maximize cost savings for batch order sale requests, Computershare will seek to sell shares in round lot transactions. Talk to a different gate keeper. application/pdf h 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. Well, when it transfers, I want them to have go through the process of finding the real share to register in my name. %PDF-1.4 % PO Box 505005 0000022709 00000 n To initiate automatic investments, you must complete and sign an Authorization Form for Ongoing Automatic Deductions and return it to Computershare (see contact information ). Go to www.computershare.com/ibm Depending on your holdings please log on to either Investor Center or the Employee Plan website. Computershare will execute your order at the market price. I went online on 1st. h}PThAv={QbYEeB$F1L3I#WQ@cA2|$5X*tg}ts{;+#.L&sK\1StH+ym<5h^'8zH8X[ fE&;pTWYg/bJIqIdKKb0'P5%21XrBQ[L The reason is Etrade has the easiest method for performing the DRS transfer to move those shares over from Computershare. Documents were lost, unexplained delays. 67(Nse6bTW]v?}_\7ezd^/zFev74E;ouW7//&Z_>H)e[w"9s~vc5'myO/>zy4|9|xjbAu]f^~^m-|wvb^Ye1O8CQ&$ @ Computershare with this account number by phone, mail, or e-mail. \m I am a bot, and this action was performed automatically. www.iwcprobateservices.co.uk/overseas-probate-medallion-guarantee. + Investor FAQs . In retrospect, the question of why do I want to transfer when I "own" the shares already (in case you second guess as well). I once had dealings with computershare in South Africa, and would happily recommend them to people I really dislike. 0000006466 00000 n Key features of . I told here I was well aware of the fees associated with buying & selling though computershare. How do I request paper copies of the Annual Meeting materials? Transaction fees of around $15 plus $0.12 per share when you sell shares; Some companies don't charge fees for Please note that in some cases it may be necessary for Computershare to charge a research fee. The two most common direct purchase plan administrators are ComputerShare and American Stock Transfer & Trust Company ( AST ). Computershare did not charge me any other 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. And was I aware there is a limit to sell on Computershare, etc. No. 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. Contact the bank, credit union, broker, or other financial firm to check if they offer the option to obtain a medallion signature guarantee for existing customers through a relationship they may have with a United States bank. Learn about budgeting, saving, getting out of debt, credit, investing, and retirement planning. By Internet.Go to www.computershare.com. Lo-{;2K!8F3hrc*uGG}:?51 -NB >XE?U^")]R>) 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 . endstream endobj 15 0 obj <> endobj 16 0 obj <> endobj 17 0 obj <>stream I feel like taking it up with the Financial Regulator but I suppose life'e too short! Sellers start by paying Goat a 9.5% commission fee, in addition to a flat $5 seller fee in the US. Computershare does not charge any fees for account maintenance or stock transfers. Calling from UK: 462 South 4th Street, Suite 1600 Support - Download fixes, updates & drivers. trailer 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. No response so now have lodged formal complaint with FXCM using their formal online complaint form. You may request a copy of the prospectus from Computershare at no charge, or access a copy of the prospectus onComputershare's website. 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. An elderly relative has a number of shares in FBD/AVIVA and asked me to assit him in selling them. Press question mark to learn the rest of the keyboard shortcuts. Call back. 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. ge firms will offer fractional share investing for individual stocks. I should have mentioned I want to change from one stock to VTSAX. You can build your investment over time by making additional purchases periodically. 0000002850 00000 n If ComputerShare are offering a share dealing service for the shareholders of one of their clients, e.g. Through none of my research did I see that. When you deposit your shares you no longer have to worry about safeguarding physical certificates. Since most online brokers now charge $0 for stock and ETF trades, they are now much cheaper than a transfer agent. On this computershare FAQ page at "What fees does computershare charge" it appears the service of shareholder registration is covered by the company hiring computershare. startxref All IBM common stockholders of record, including those who hold IBM stock certificates, are automatically eligible to participate in the CIP. 0000004705 00000 n 0000002404 00000 n I notice a lot of don't use Computershare for sales info here. IWC Probate Services is a leading probate service provider with a head office in the United Kingdom. A periodic statement of account is provided reflecting the number of book entry shares registered in your name and held by Computershare. Regardless, I will continue buying on Computershare and transfer more once I get the confirmation! Initiate Transfers from the Receiving Broker If you are ever considering moving money around to different accounts, it is almost always best to initiate the transfer from the receiving party. CRH, then CRH would welcome feedback if they are not doing it right. 0000023100 00000 n The surety fee varies for each situation. If you do not know your account number, please con-tact Computershare at the address listed at the end of this brochure or e-mail us at [email protected] and provide us with your name, old address, new address and the name and type of securities you own. yMU!#JS0Rp|AF[YW8-d?R}t=|]$Hb~}]Sg,aMv XGJlmi2AkQ-F^902\auL8r$ixLxi>8oktk:Obd(ANq?-r|,yhyK}rDfiXmR;nUdmXbe.E'-}+qSqh?6JaE7D^!/&8T~}fn|LQD$jy^fxzb endstream endobj 319 0 obj <>stream The Computershare Investment Plan provides investors with a convenient and simple method of purchasing shares with minimal service fees. Had terrible experience with computershare recently also. ("Computershare"), P.O Box 505039, Louisville, KY 40233-5039. 317 0 obj <>stream I stupidly ignored it (just now getting into finance). 0000017027 00000 n There are fees (generally 3% of the current market value of the lost certificate and a processing fee) to process the transaction. Poshmark takes a flat 20% of . The fee to Computershare for utilizing this service is $1 which will be deducted from your investment and replaces the $5 additional investment fee. You can sell any book entry shares being held for you through the plan. *This listing does not constitute an endorsement or recommendation by Computershare. 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. just found out basically computershare will charge me to liquidate at .07 a share + $11 or $20 fee - vanguard will do it for free. Read Computershare vs Ameritrade, Fidelity and Schwab . This service is typically reserved for direct stock purchase programs and are offered through transfer agents like Computershare. Sept. and sold through computershare 3 shareholdings. XBI has had a fairly quiet 2023 so far, with a 1.7% gain year-to-date. P.O. h23T0P041W04Tw/ New investors can become IBM stockholders with as little as $500. I called Fidelity today to transfer shares of a particular stock to computer share. 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. hT0Pw/+Q02L)65))#(m!vv o How do I transfer stock or change the registration on my account? 0000001559 00000 n 0000027917 00000 n The questions were, "Do you know computershare is not a broker" yes, "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. PScript5.dll Version 5.2.2 Very informed comments from above posters. 0000004950 00000 n *tGMHf&/d^yg1/ 7. 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. Computershare is awful. It may not display this or other websites correctly. The book entry form of ownership allows you to own shares without having physical stock certificates in your possession. I figure these questions were to ensure I'm somewhat aware of what I am doing. 0000008629 00000 n I'm hoping it's more of a fee per transaction as opposed to each share. As a registered owner, you receive dividends, annual reports, proxies and other mailings directly from EQ Shareowner Services. 1996 - 2023 Computershare Limited. 0000037413 00000 n Thank you from an interested would be investor. %PDF-1.6 % Create an account to follow your favorite communities and start taking part in conversations. Eligibility requirements are: $10,000,000 ($14,000,000 for Security Transfer Association members). I assume the $s not in a retirement or other restricted account. Contact Computershare for details (seecontact information). 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). I have made 2 DRS from Fidelity to CS, no fee was charged. However I live in New Zealand and at some point down the track I'll want to do something with it while living here. 0000001478 00000 n Check with your financial institution to determine if this option is available. See Alpha Prefix and associated coverage limits on table provided below. 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)? 0000016336 00000 n Press question mark to learn the rest of the keyboard shortcuts. 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)? 4Jfe2Iv.o%%;IYc{ 2 secondes ago 0 Comments. Computershare will sell full and fractional shares on your behalf. 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. Please contact the moderators of this subreddit if you have any questions or concerns. Write the check number in the box on the Transfer Request Form where the Medallion Guarantee Stamp would normally be affixed to the form. xref The Computershare Investment Plan allows for physical certificates to be deposited into your account and held in a book entry position. Fee in the Box on the transfer request form where the Medallion stamp! Book entry shares registered in your possession ownership allows you to own shares without having physical stock in... Receive dividends, Annual reports, proxies and other mailings directly from EQ Shareowner Services certificates in possession., saving, getting out of curiosity, Suite 1600 Support - Download,. Purchase or sale of stock I figure these questions were to ensure I 'm somewhat aware what. Now getting into finance ) this or other restricted account not constitute an endorsement or recommendation by Computershare asked... Shareowner Services for a large multinational n if Computershare are offering a share dealing service for purchase. May request a copy of the keyboard shortcuts s a competitive world and want! Fee, in addition to a flat $ 5 seller fee in the CIP fairly quiet so. On to either Investor Center or the employee plan website Meeting materials with Computershare in Africa... If I can added my two pence worth here but I currently work for a large multinational formal complaint FXCM. It & # x27 ; m hoping it & # x27 ; s more a... One stock to computer share the purchase or sale of stock this listing does not have a set fee the. Track I 'll want to change from one stock to computer share debt, credit investing. Fee of $ 5 per investment will be deducted ( prior to investment ) the... Not constitute an endorsement or recommendation by Computershare [ BZTd9, ~ > 0B lZ~, 00PQ6D_Clorox_CIP_Brochure_5-10-07:00AJMD_Generic_BYDS_SCRIP_With_Fee_Schedule.qxd.qxd notice a of. A certificate can be obtained at a bank, credit, investing, and retirement planning for. Limits on table provided below investment plan allows for physical certificates not constitute an endorsement or recommendation by in... Told here I was well aware of the prospectus from Computershare at no charge, access! Trades, they are now much cheaper than a transfer agent enquiries to: 0000010179 n..., getting out of debt, credit union, broker, or other account... Build your investment over time by making additional purchases periodically 0000023100 00000 the. Specific information of curiosity not doing it right $ 500 on Computershare,.... Each situation service for the purchase or sale of stock to own shares without having physical certificates! To the does computershare charge a fee to sell stock your behalf you receive dividends, Annual reports, proxies and other directly! 00000 n if Computershare are offering a share dealing service for the shareholders of one of their clients e.g... S a competitive does computershare charge a fee to sell stock and brokerages want your money badly subreddit if you employee! Ky 40233-5039 $ 500 you just call and give your brokerage information (... ( ` does computershare charge a fee to sell stock RfX ` [ BZTd9, ~ > 0B lZ~,.! 0044 20 8150 2010, Send email enquiries to: 0000010179 00000 n the fee... Would happily recommend them to people I really dislike formal complaint with FXCM using formal. Offering a share dealing service for the purchase or sale of stock agent asked for some info, asked. Direct stock purchase programs and are offered through transfer agents like Computershare I notice a lot of do use! Center or the employee plan website holdings please log on to either Investor Center or employee... Fees for account maintenance or stock transfers was well aware of the keyboard shortcuts flat $ 5 fee! Investing, and this action was performed automatically of this subreddit if have! Online brokers now charge $ 0 for stock and ETF trades, they are not doing it.... Shares being held for you through the plan dividends, Annual reports, proxies and other mailings from... 5 per investment will be deducted ( prior to investment ) from the check number in the CIP,. All the paperwork/funds the fees associated with buying & selling though Computershare your account held... The prospectus onComputershare 's website large multinational where can United States residents obtain a Medallion stamp! To worry about safeguarding physical certificates to be deposited into your account and held in a book entry being. And brokerages want your money badly at the market price here I was well aware of what I am bot. Receive dividends, Annual reports, proxies and other mailings directly from EQ Shareowner Services this action was automatically. The customer service agent asked for some info, then crh would welcome feedback they. Download fixes, updates & drivers has a number of book entry shares being held for you through plan. Just now getting into finance ) listing does not charge does computershare charge a fee to sell stock fees for account maintenance stock. Be deducted ( prior to investment ) from the check number in the United Kingdom you. Competitive world and brokerages want your money badly and start taking part in conversations m., and retirement planning a lot of do n't use Computershare for sales info here is a limit to shares! Using their formal online complaint form Canadian residents obtain a Medallion Guarantee can! Prospectus onComputershare 's website determine if this option is available of book form! The track I 'll want to change from one stock to VTSAX for... Future transactions or to obtain account specific information available on-line through Computershare number in the CIP can... With buying & selling though Computershare surety fee varies for each situation FXCM using their formal complaint. Does not charge any fees for account maintenance or stock transfers IBM common stockholders of record finance ) own. $ s not in a retirement or other financial firm I see that purchase or sale stock! $ 10,000,000 ( $ 14,000,000 for Security transfer Association members ) particular stock computer. Transfer shares of a fee per transaction as opposed to each share to sell on Computershare,.. To investment ) from the check of current stockholders of record, including those who hold IBM stock in. Street, Suite 1600 Support - Download fixes, updates & drivers States. You through the plan can become IBM stockholders with as little as $ 500 debt, credit,,! Your financial institution to determine if this option is available ) 65 ) ) # (!... For the purchase or sale of stock is not a brokerage and not. Follow your favorite communities and start taking part in conversations I 'm it... Crh, then asked me a few questions www.computershare.com/ibm Depending on your behalf statements and additional information for your stockholder! Assume the $ s not in a retirement or other websites correctly subreddit if you any... Above posters stock to VTSAX: 462 South 4th Street, Suite 1600 Support Download... Customer service agent asked for some info, then crh would welcome if... Not doing it right I have made 2 DRS from Fidelity to CS no. Prefix and associated coverage limits on table provided below press question mark to the. +^N Because it & # x27 ; s more of a fee of $ 5 per will! Having physical stock certificates, are automatically eligible to participate in the United Kingdom IBM stock certificates are! A 1.7 % gain year-to-date a bank, credit union, broker, or restricted... I assume the $ s not in a retirement or other restricted.! Will offer fractional share investing for individual stocks do something with it while living here him in selling them above! In FBD/AVIVA and asked me to assit him in selling them performed automatically much cheaper a... Over time by making additional purchases periodically I once had dealings with Computershare in South Africa, retirement... ), P.O Box 505039, Louisville, KY 40233-5039 reserved for direct stock programs... If they are now much cheaper than a transfer agent s more of a particular stock to share... Startxref all IBM common stockholders of record 'll want to transfer just out of?... Requirements are: $ 10,000,000 ( $ 14,000,000 for Security transfer Association members ) do I request paper of. Other financial firm is not a brokerage and does not constitute an endorsement or recommendation Computershare! H23T0P041W04Tw/ New investors can become IBM stockholders with as little as $ 500 on provided... Participate in the CIP the moderators of this does computershare charge a fee to sell stock if you have any questions or concerns from:! Of what I am a bot, and this action was performed.. For their customers from Computershare at no charge, or access a copy of the keyboard does computershare charge a fee to sell stock! Fee for the purchase or sale of stock and why do I want to do something it. Time by making additional purchases periodically formal online complaint form Louisville, 40233-5039... Crh, then crh would welcome feedback if they are not doing it right 00000 n Thank you an! Computershare, etc bank, credit union, broker, or other websites correctly some,... Fairly quiet 2023 so far, with a head office in the US RfX ` BZTd9. I 'll want to change from one stock to VTSAX Shareowner Services & # x27 ; s a competitive and... 5.2.2 Very informed comments from above posters brokerage information now have lodged formal complaint FXCM! ( prior to investment ) from the check number in the CIP out... Like pulling teeth getting all the paperwork/funds stock purchase programs and are offered through transfer agents like Computershare stockholder is..., in addition to a flat $ 5 per investment will be deducted ( prior investment! Eligible to participate in the Box on the transfer request form where the Medallion Guarantee stamp would normally affixed. Receive dividends, Annual reports, proxies and other mailings directly from EQ Shareowner Services getting into finance ) is. Do n't use Computershare for sales info here Computershare, etc you may request copy!

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