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. %PDF-1.5 % 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)? Individuals may be eligible to utilize the Medallion Waiver Option in place of the Medallion Guarantee stamp. 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. How do I transfer stock or change the registration on my account? I got notification of deal within 3 days and cheques in post on 4th which arrived on 8th. Instead, ComputerShare is a stock transfer agent. You can select to have your dividends reinvested (they charge a 5% fee ($2 max)) and your account will grow. order is an order to sell shares when and if the stock reaches a specific price at any time while the order . 0000008629 00000 n xref 462 South 4th Street, Suite 1600. does computershare charge a fee to sell stock. Anything I should know/avoid? How do I designate . All rights reserved. If you have fractional shares, the receiving brokerage will almost certainly require you to sell the fractions prior to the accepting the ACATs. !Hp a GWA.8'j)1/sw@C)o!~K$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$VmFNCXNnwYF EJWA3e;jNO~c%2TPMTx>ji"kOIAmwinir `G{GwN4*[I)a3evgo-PJ)R>#ch3p7;5~}. My grandparents brought me coca cola stock when I was born and it has just been put under my name. 0000009627 00000 n 0000012810 00000 n Regardless, I will continue buying on Computershare and transfer more once I get the confirmation! I just did this from Computershare to Vanguard whole process took about a week. No. It also issues account statements. Please contact the moderators of this subreddit if you have any questions or concerns. 1 844 782 6763, Online at: %%EOF h25R0Pw/+Q0L)643$-A@ * Louisville, KY 40202. eSignature Guarantee offers an online service for stockholders to obtain a Medallion Signature Guarantee. Since most online brokers now charge $0 for stock and ETF trades, they are now much cheaper than a transfer agent. The surety fee varies for each situation. Use promo code COMPUTERSHARE to receive a discount*. 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 Most companies pay the dividend reinvestment fee for you(not computershare but the company you have stock in) the fees are also ffferent for each company. A certificate can be issued for any whole shares held by Computershare in your plan account. The Computershare Investment Plan provides investors with a convenient and simple method of purchasing shares with minimal service fees. Because it's a competitive world and brokerages want your money badly. Did you have to sign a form from vanguard and mail in all the statements and whatnot? I am a bot, and this action was performed automatically. 020 8150 2010, Calling from outside the UK: If you don't need to sell your KO shares you should just leave them at Computershare. By mail.Submit a signed letter of instruction. 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. I once had dealings with computershare in South Africa, and would happily recommend them to people I really dislike. 0000027917 00000 n Askaboutmoney.com - the Irish consumer forum. 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. For more information, please call 1-800-631-2355 or visit computershare.com/verizon. weighted average sale price obtained by Computershare's broker net of fees for each aggregate order placed by Computershare and executed by the broker. She did have to get supervisor approval too. 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. 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. XBI has had a fairly quiet 2023 so far, with a 1.7% gain year-to-date. 0000017027 00000 n This fee is deducted from the initial net purchase and is a one-time charge. 1996 - 2023 Computershare Limited. hWkS8qw:kI3f@-))e`A vj 15 45 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. 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. "> 6wH/j (0b``:{ }I SELLING SHARES THROUGH COMPUTERSHARE There are three ways to sell your shares: By phone.Call 1-800-305-9404. Write the check number in the box on the Transfer Request Form where the Medallion Guarantee Stamp would normally be affixed to the form. Computershare cannot tell you what you paid (or received) for your shares, though can assist with settlement dates and share Issues. A Medallion Signature Guarantee stamp can be obtained at a bank, credit union, broker, or other financial firm. endstream endobj 318 0 obj <>stream Some Guarantors may only provide Medallion Signature Guarantees for their customers. The book entry form of ownership allows you to own shares without having physical stock certificates in your possession. Press J to jump to the feed. 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. I also told here that neither Fidelity nor computershare charge for the transfer. startxref You may request a copy of the prospectus from Computershare at no charge, or access a copy of the prospectus onComputershare's website. 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. %PDF-1.6 % To request a certificate withdrawal, simply contact Computershare (seecontact information). I've had my dad's stock that I didn't pay attention to for years - pays $30 quarterly. In addition, none of the information set forth on this website constitutes a recommendation to invest in our common stock. Not looking to sell at any stage soon or do anything with it. 0000039605 00000 n The . It is the only document you can rely upon relating to any offering of IBM common stock under the CIP. As a registered owner, you receive dividends, annual reports, proxies and other mailings directly from EQ Shareowner Services. Ililisister 3 yr. ago just found out basically computershare will charge me to liquidate at .07 a share + $11 or $20 fee - vanguard will do it for free. Computershare will sell full and fractional shares on your behalf. Calling from US: Individuals may be eligible to utilize Computershare Australia to meet the requirement of providing a Medallion Guarantee stamp. In the case of forgery, the financial institution providing the medallion stamp will accept liability through the Medallion program for amounts up to the associated coverage limit. Why? 0000011579 00000 n For a better experience, please enable JavaScript in your browser before proceeding. The Computershare Investment Plan allows for physical certificates to be deposited into your account and held in a book entry position. Support - Download fixes, updates & drivers. The Computershare Investment Plan is sponsored and administered by Computershare (formerly known as EquiServe) , not by IBM. To maximize cost savings for batch order sale requests, Computershare will seek to sell shares in round lot transactions. On the other hand, my agent was very nice and said she had already handled several of these requests today, and knew exactly what I was talking about. 0 4Jfe2Iv.o%%;IYc{ Had terrible experience with computershare recently also. You may buy shares directly through the Computershare Investment Plan. Not a great way to do business though - I'll have to wait and see if it actually arrives as promised! IBM stock certificates currently held by you may be deposited with the plan administrator for safekeeping. If you have employee shares you just call and give your brokerage information. 0000014876 00000 n The questions were, "Do you know computershare is not a broker" yes, "Do you know that your shares will be unavailable to sell during the transfer, which may be up to 3 weeks" yes, "Do you know the fees associated with transferring to computershare" uhm no. RjihLIu0qtrm7^Upm7}sDgd_$%. By Internet.Go to www.computershare.com. "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. Turning to Wall Street, AXP stock comes in as a Hold. You can build your investment over time by making additional purchases periodically. 0000001861 00000 n %PDF-1.4 % *_~[^od10Vo:l'sGBo@k(R@Wh0;QN/$ 0F$ Az a, Zc{TC}) Rt,8R8H N8#28nR@.MBj0^ ViL51D!IXq=S b]GM !t ]YpwYu3=9Us BCSu_c%B| }A@UEWo]K|D@ Eligibility requirements are: $10,000,000 ($14,000,000 for Security Transfer Association members). 0000010179 00000 n Thanks, Brendan - I wrote to the CEO directly as suggested. are subject to different fees. 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. *tGMHf&/d^yg1/ 7. I assume the $s not in a retirement or other restricted account. One thing, transferring common stock is all on your brokers side computer only mails a statement that you present to your broker. 0044 20 8150 2010, Send email enquiries to: If you would like to sell shares you already hold, you can use Investor Trade, Computershare's online share sale facility for issuer sponsored securityholdings. Most brokers have a way to transfer assets. To maximize cost savings for batch order sale requests, Computershare will seek to sell shares in round lot transactions. Out of 16 analyst ratings, there are seven Buys, six Holds, and three Sell recommendations. 0000023100 00000 n Get direct access to the most common shareholder account transactions without having to dial a number, or login to Investor Center. yMU!#JS0Rp|AF[YW8-d?R}t=|]$Hb~}]Sg,aMv XGJlmi2AkQ-F^902\auL8r$ixLxi>8oktk:Obd(ANq?-r|,yhyK}rDfiXmR;nUdmXbe.E'-}+qSqh?6JaE7D^!/&8T~}fn|LQD$jy^fxzb If you own your shares through a bank or brokerage firm, you should contact that firm. Computershare contact details are available at our Key Contacts page. Go to www.computershare.com/ibm Depending on your holdings please log on to either Investor Center or the Employee Plan website. There is an enrollment fee to open an account with Computershare. However, you can also request a certificate for full shares. Louisville, KY 40233. You can sell any book entry shares being held for you through the plan. Individuals should call Computershare at the number provided on a recent Statement and speak with a representative for further information concerning legal paperwork requirements. A prospectus for the CIP is available from Computershare. Both are cheaper than StockX's fees of 10% and $9, but still pricey. 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. Transfer Agent vs Broker Summary Currently its sitting in computershare and I've been told that I should move it to another account like Schwab or ameritrade. New comments cannot be posted and votes cannot be cast. The Computershare Investment Plan is available to current IBM stockholders in addition to new investors in IBM common stock. In retrospect, the question of why do I want to transfer when I "own" the shares already (in case you second guess as well). Poshmark takes a flat 20% of . Computershare may, under certain circumstances, require a transaction request to be submitted in Learn about budgeting, saving, getting out of debt, credit, investing, and retirement planning. You can search for institutions that participate in the Medallion Signature Guarantee program here: www.MSGlookup.com. The benefits of book entry ownership are the elimination of problems associated with paper certificates, such as storage and safety of securities. Computershare is not a brokerage . endstream endobj 320 0 obj <>stream 0000002507 00000 n 3 yr. ago. If the value of the transaction exceeds the limit, the MSG will be rejected. 0000039659 00000 n boydj ]+JKK@F Was this fidelity agent spreading FUD? 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. 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 . Following is a link to a searchable database: just found out basically computershare will charge me to liquidate at .07 a share + $11 or $20 fee - vanguard will do it for free. 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. I bet that's why they don't want to do it. ("Computershare"), P.O Box 505039, Louisville, KY 40233-5039. How do I request paper copies of the Annual Meeting materials? New comments cannot be posted and votes cannot be cast. 2010-07-06T12:06:05-04:00 *This listing does not constitute an endorsement or recommendation by Computershare. One thing, transferring common stock is all on your brokers side computer only mails a statement that you present to your broker. The average American Express stock price target is . The IBM Dividend Reinvestment option provides stockholders of record with a convenient and simple method of purchasing additional shares with a minimal investment fee. 0000032589 00000 n I should have mentioned I want to change from one stock to VTSAX. 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. Oh and why do I want to transfer just out of curiosity? 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. BTW some of the share certs are old and don't match the holding. Press J to jump to the feed. Computershare does not charge any fees for account maintenance or stock transfers. Louisville, KY 40233-5005. Create an account to follow your favorite communities and start taking part in conversations. 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 'Qp2dAss}?_siF=|c0H~|r ag5u[f;^H5Z. Fill out the Etrade DRS transfer form and upload it to your account. I have made 2 DRS from Fidelity to CS, no fee was charged. 67(Nse6bTW]v?}_\7ezd^/zFev74E;ouW7//&Z_>H)e[w"9s~vc5'myO/>zy4|9|xjbAu]f^~^m-|wvb^Ye1O8CQ&$ @ Takes about a week for the shares to arrive. Talk to a different gate keeper. %PDF-1.6 % I feel like taking it up with the Financial Regulator but I suppose life'e too short! Or via overnight/certified/registered delivery mail to: Computershare Make sure you have a complete record of the cost basis (purchase dates and costs) for all shares before you make the transfer. XH|xM-hw+tky-yylr,imSAC+M2ic!-|HocT`/"Tpuxk~Yf3d_ll.`SEf www.iwcprobateservices.co.uk/overseas-probate-medallion-guarantee. Press question mark to learn the rest of the keyboard shortcuts, https://www.schwab.com/public/file/P-221972/APP13017-26-ADA.pdf. Lo-{;2K!8F3hrc*uGG}:?51 -NB >XE?U^")]R>) 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. 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. 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 select to have your dividends reinvested (they charge a 5% fee ($2 max)) and your account will grow. ge firms will offer fractional share investing for individual stocks. hT0Pw/+Q02L)65))#(m!vv o 0000002850 00000 n I found the system excellent. Computershare with this account number by phone, mail, or e-mail. No response so now have lodged formal complaint with FXCM using their formal online complaint form. 00PQ6D_Clorox_CIP_Brochure_5-10-07:00AJMD_Generic_BYDS_SCRIP_With_Fee_Schedule.qxd.qxd I have'nt dealt in shares myself for some time now. I want to have everything in Vanguard and revinest the dividends. Send all required documents via regular mail to: Computershare hT9gA*X ~h5b! 0000005296 00000 n Both firms charge additional fees for direct purchase plans.. Certificates cannot be issued for fractional shares. CRH, then CRH would welcome feedback if they are not doing it right. 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. If ComputerShare are offering a share dealing service for the shareholders of one of their clients, e.g. 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. 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. Individuals should contact the provider to determine the requirements to obtain an MSG and what fees may apply for the service. All IBM common stockholders of record, including those who hold IBM stock certificates, are automatically eligible to participate in the CIP. You are using an out of date browser. I stupidly ignored it (just now getting into finance). 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. 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. Not sure if I can added my two pence worth here but I currently work for a large multinational. 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). Sellers start by paying Goat a 9.5% commission fee, in addition to a flat $5 seller fee in the US. I'm hoping it's more of a fee per transaction as opposed to each share. Very informed comments from above posters. 0000040232 00000 n The Computershare Investment Plan is available to current IBM stockholders in addition to new investors in IBM common stock. 0000017363 00000 n When you deposit your shares you no longer have to worry about safeguarding physical certificates. The two most common direct purchase plan administrators are ComputerShare and American Stock Transfer & Trust Company ( AST ). Documents were lost, unexplained delays. 0000027551 00000 n 0000022709 00000 n The agent was like FYIs Fidelity will not lend from cash accounts, shares are mine yadah yadah. Create an account to follow your favorite communities and start taking part in conversations. The reason is Etrade has the easiest method for performing the DRS transfer to move those shares over from Computershare. Computershare is not a brokerage and does not have a set fee for the purchase or sale of stock. However I live in New Zealand and at some point down the track I'll want to do something with it while living here. endstream endobj 15 0 obj <> endobj 16 0 obj <> endobj 17 0 obj <>stream An elderly relative has a number of shares in FBD/AVIVA and asked me to assit him in selling them. 0000002027 00000 n . 0000002608 00000 n a shareholder can request a physical stock certificate to be issued at no charge. Each Medallion Guarantee has a specific coverage limit that is identified by the alpha prefix on the stamp. P.O. Where can United States residents obtain a Medallion Guarantee stamp or alternative? endstream endobj 321 0 obj <>stream h23T0P041W04Tw/ 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. + Investor FAQs . I imagine they were happy to have talked me down. Computershare is awful. Call back. Not sure what Compushare is, but either way should work, as either way you'll want to sell the stocks and buy index funds. i'll just have to pay capital gains at the end of the year. 0_e_1Ay|!:|IBYe'nX|8qHJ&!J%Cn|"V9q8>|+#6Jv)TQ|*YY.m` Perhaps some more experienced poster could recommended a reputable broker. Shares purchased through the CIP will be held in book entry form at Computershare. Please review the prospectus carefully before you decide to invest. 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. Contact Computershare (seecontact information) with any questions you may have on the plan. The money arrived - some 45 days after the trade. 0000006466 00000 n }w rhw`%5o5)ng`$b>4p5_Z$n]{~ iHvmy?* !MS5>umOmi4%:S'U Just wondering. You must log in or register to reply here. For this purpose Computershare may combine each selling shareholder's shares with those of other selling shareholders. 0000010015 00000 n To maximize cost savings for batch order sale requests, Computershare will seek to sell shares in round lot transactions. aG:nN]uSs[T-q'YO'sF^7)9D244@x{]A7Wequ7M,)'XlN MSN 7[g9UZo 2010-07-06T12:06:05-04:00 You can transfer shares or make gifts of IBM common stock. 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. I notice a lot of don't use Computershare for sales info here. 0000015722 00000 n 0000004950 00000 n IBM's common stock may be purchased through the Computershare Investment Plan (CIP), which is sponsored by Computershare Trust Company, N.A. Or, use our new online dealing desk to sell your shares Go to Online Share Dealing 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 caregistryinfo@computershare.com and provide us with your name, old address, new address and the name and type of securities you own. A lot of online discount brokers (Fidelity, Schwab, JPMorgans YouInvest, Merrill Edge, etc) offer free/low cost stock trades. Individuals should contact the Guarantor directly to determine the availability of Medallion Signature Guarantees, and the Guarantors' specific requirements. Not sure what Compushare is, but either way should work, as either way you'll want to sell the stocks and buy index funds. 0000002710 00000 n Individuals should contact the provider to determine the requirements to obtain an MSG and what fees may apply for the service. 0000040028 00000 n It does not authorize a party to perform future transactions or to obtain account specific information. Press J to jump to the feed. The table below outlines the options residents of Canada can explore to obtain a Medallion Signature Guarantee (MSG). Medallion Signature Guarantee for people residing outside of the United States. 0 Institutions participating in one of the following Medallion programs: Securities Transfer Agents Medallion Program (STAMP), New York Stock Exchange Medallion Signature Program (MSP). Computershare will execute your order at the market price. 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). To request the IBM Dividend Reinvestment enrollment package, please contact Computershare (seecontact information). then i'll buy vtsax. Dy*." endstream endobj startxref I thought the whole ordeal was online but it's asking me to do some paper work as well. 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). If you have employee shares you just call and give your brokerage information. 59 0 obj <>stream If you don't need to sell your KO shares you should just leave them at Computershare.
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