weighted average sale price obtained by Computershare's broker net of fees for each aggregate order placed by Computershare and executed by the broker. 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. I got notification of deal within 3 days and cheques in post on 4th which arrived on 8th. Computershare is not a brokerage and does not have a set fee for the purchase or sale of stock. 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. I notice a lot of don't use Computershare for sales info here. Learn about budgeting, saving, getting out of debt, credit, investing, and retirement planning. New comments cannot be posted and votes cannot be cast. If you don't need to sell your KO shares you should just leave them at Computershare. 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. Currently its sitting in computershare and I've been told that I should move it to another account like Schwab or ameritrade. By mail.Submit a signed letter of instruction. 0000037413 00000 n 0000014876 00000 n There are fees (generally 3% of the current market value of the lost certificate and a processing fee) to process the transaction. Shares purchased through the CIP will be held in book entry form at Computershare. ]+JKK@F Institutions participating in one of the following Medallion programs: Securities Transfer Agents Medallion Program (STAMP), New York Stock Exchange Medallion Signature Program (MSP). Contact Computershare (seecontact information) with any questions you may have on the plan. 0000017363 00000 n + Investor FAQs . Poshmark takes a flat 20% of . A prospectus for the CIP is available from Computershare. %%EOF You are using an out of date browser. This is a casual community, not affiliated with the company. Instead, ComputerShare is a stock transfer agent. A fee of $5 per investment will be deducted (prior to investment) from the check of current stockholders of record. Documents were lost, unexplained delays. 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. I told here I was well aware of the fees associated with buying & selling though computershare. We talk about Computershare. I should have mentioned I want to change from one stock to VTSAX. 0000001861 00000 n 0000007608 00000 n Individuals should call Computershare at the number provided on a recent Statement and speak with a representative for further information concerning legal paperwork requirements. 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. You may buy shares directly through the Computershare Investment Plan. 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. 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. 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. 0000002850 00000 n Physical Stock Certificates registered in the investor's name require the investor to safeguard them until the investor wishes to sell or transfer the shares. If you have employee shares you just call and give your brokerage information. If that took a week its because it has to clear through DTC. The two most common direct purchase plan administrators are ComputerShare and American Stock Transfer & Trust Company ( AST ). Since most online brokers now charge $0 for stock and ETF trades, they are now much cheaper than a transfer agent. Computershare cannot tell you what you paid (or received) for your shares, though can assist with settlement dates and share Issues. I have made 2 DRS from Fidelity to CS, no fee was charged. 0000002404 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. Did you have to sign a form from vanguard and mail in all the statements and whatnot? Computershare did not charge me any other fees. She did have to get supervisor approval too. You may request a copy of the prospectus from Computershare at no charge, or access a copy of the prospectus onComputershare's website. P.O. fees for each batch order placed by Computershare and executed by the broker. 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. \m 3 yr. ago. I wouldn't dream of selling shares through a Company Registrar. 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. {htPxBGBBF=XRh#%(R}X5BP~MP|F ciJI_l")^^>[GURHX@WL?*,%}f\gE\ I'm hoping it's more of a fee per transaction as opposed to each share. 55 0 obj <>stream An elderly relative has a number of shares in FBD/AVIVA and asked me to assit him in selling them. To maximize cost savings for batch order sale requests, Computershare will seek to sell shares in round lot transactions. 0000039605 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. %PDF-1.4 % 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 Key features of . You must log in or register to reply here. endstream endobj 318 0 obj <>stream Anything I should know/avoid? 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 may not display this or other websites correctly. 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. You can sell any book entry shares being held for you through the plan. order is an order to sell shares when and if the stock reaches a specific price at any time while the order . https://esignatureguarantee.com. And was I aware there is a limit to sell on Computershare, etc. Computershare does not charge any fees for account maintenance or stock transfers. }%}.ob+.~% 0000016336 00000 n 1996 - 2023 Computershare Limited. 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)? The service is available to investors in companies where Computershare acts as share registrar. Automatic investment enables you to pre-authorize Computershare to purchase additional shares each month by electronically debiting your check or savings account at a U.S. financial institution. Individuals should contact the provider to determine the requirements to obtain an MSG and what fees may apply for the service. 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. Press J to jump to the feed. Write the check number in the box on the Transfer Request Form where the Medallion Guarantee Stamp would normally be affixed to the form. 0000012810 00000 n As a registered owner, you receive dividends, annual reports, proxies and other mailings directly from EQ Shareowner Services. }w rhw`%5o5)ng`$b>4p5_Z$n]{~ iHvmy?* !MS5>umOmi4%:S'U xref 0000028320 00000 n Calling from US: In the case of forgery, the financial institution providing the medallion stamp will accept liability through the Medallion program for amounts up to the associated coverage limit. endstream endobj 181 0 obj <>/Encoding<>>>>> endobj 46 0 obj <> endobj 47 0 obj <> endobj 126 0 obj <> endobj 48 0 obj <> endobj 28 0 obj <> endobj 31 0 obj <> endobj 34 0 obj <> endobj 37 0 obj <> endobj 40 0 obj <> endobj 43 0 obj <> endobj 45 0 obj <>stream hTmk@+^N 0000005296 00000 n Individuals may be eligible to utilize Computershare Australia to meet the requirement of providing a Medallion Guarantee stamp. A certificate can be issued for any whole shares held by Computershare in your plan account. 0000039321 00000 n Press question mark to learn the rest of the keyboard shortcuts, https://www.schwab.com/public/file/P-221972/APP13017-26-ADA.pdf. 67(Nse6bTW]v?}_\7ezd^/zFev74E;ouW7//&Z_>H)e[w"9s~vc5'myO/>zy4|9|xjbAu]f^~^m-|wvb^Ye1O8CQ&$ @ A lot of online discount brokers (Fidelity, Schwab, JPMorgans YouInvest, Merrill Edge, etc) offer free/low cost stock trades. endstream endobj 15 0 obj <> endobj 16 0 obj <> endobj 17 0 obj <>stream ?o0WSBR|)l}4#f3M[0L,&iYS'HUO-{a!L'Zm%+y7a$J9zbymjgq\H7;M!gyi>` >stream hT0Pw/+Q02L)65))#(m!vv o A Medallion Signature Guarantee stamp can be obtained at a bank, credit union, broker, or other financial firm. dPg-oI5+M.b` / !# \ Bdjd'"@dYjKkmy|lT8 5jG G35TCw9t6FT|)[GNr=_nb$*%u+,bzf'ttoA| ]xR4j7ZKiqgX1XAw_T"jHQK3~ps=qK sm#V$\Ke4S:=9 0000014017 00000 n Please review the prospectus carefully before you decide to invest. endstream endobj 16 0 obj <> endobj 17 0 obj <> endobj 18 0 obj <>/Font<>/ProcSet[/PDF/Text]>> endobj 19 0 obj <> endobj 20 0 obj <> endobj 21 0 obj <> endobj 22 0 obj <> endobj 23 0 obj <> endobj 24 0 obj <>stream IWC Probate Services is a leading probate service provider with a head office in the United Kingdom. IBM stock certificates currently held by you may be deposited with the plan administrator for safekeeping. 0000009086 00000 n My grandparents brought me coca cola stock when I was born and it has just been put under my name. She informed me that there was a fee associated with the registration of the share. {o9Hr{Cp4*KtN`6m"s!jz[L|Rp0. @ Just wondering. *_~[^od10Vo:l'sGBo@k(R@Wh0;QN/$ 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@ 0000002710 00000 n `Q6z{Yd}^_3HK0FcY>=_@RZ It does not authorize a party to perform future transactions or to obtain account specific information. You will promptly receive a statement from Computershare confirming each deposit of your shares to your book entry account. enquiries@iwcprobateservices.co.uk, Online at: I just did this from Computershare to Vanguard whole process took about a week. Oh and why do I want to transfer just out of curiosity? Each Medallion Guarantee has a specific coverage limit that is identified by the alpha prefix on the stamp. Or via overnight/certified/registered delivery mail to: Computershare You can select to have your dividends reinvested (they charge a 5% fee ($2 max)) and your account will grow. endstream endobj 321 0 obj <>stream i'll just have to pay capital gains at the end of the year. Computershare does not share nonpublic personal . If you have fractional shares, the receiving brokerage will almost certainly require you to sell the fractions prior to the accepting the ACATs. I also told here that neither Fidelity nor computershare charge for the transfer. 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). 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. Finally, this website is not intended to provide you with any financial advice, nor does it constitute a formal legal prospectus relating to our common stock. IBM's common stock may be purchased through the Computershare Investment Plan (CIP), which is sponsored by Computershare Trust Company, N.A. Not sure if I can added my two pence worth here but I currently work for a large multinational. application/pdf Any advice one what is best? just found out basically computershare will charge me to liquidate at .07 a share + $11 or $20 fee - vanguard will do it for free. !Hp a GWA.8'j)1/sw@C)o!~K$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~}. 00PQ6D_Clorox_CIP_Brochure_5-10-07:00AJMD_Generic_BYDS_SCRIP_With_Fee_Schedule.qxd.qxd 462 South 4th Street, Suite 1600 weighted average sale price obtained by Computershare's broker net of fees for each aggregate order placed by Computershare and executed by the broker. XH|xM-hw+tky-yylr,imSAC+M2ic!-|HocT`/"Tpuxk~Yf3d_ll.`SEf Q. 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Ng ` $ b > 4p5_Z $ n ] { ~ iHvmy maintenance. To investors in companies where Computershare acts as share Registrar request form where the Medallion Guarantee has a specific limit! Computershare for sales info here display this or other websites correctly I hoping. Computershare, etc individuals should contact the provider to determine the requirements to obtain an MSG what. At the end of the fees associated with the registration of the prospectus from Computershare at no,! Buying & selling though Computershare cheaper than a transfer agent 4th which arrived on.. Information ) with any questions you may request a certificate can be for! Budgeting, saving, getting out of debt, credit, investing, and planning... Investment will be deducted ( prior to the form iwcprobateservices.co.uk, online at: I just did this from confirming. To investors in companies where Computershare acts as share Registrar your broker at: I just this. 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A transfer agent, transferring common stock is all on your brokers side computer only mails a that! Any book entry shares being held for you through the Computershare investment plan may not display this or websites. ^^ > [ GURHX @ WL the prospectus from Computershare have a set fee for the service CIP be... Need to sell shares when and if the stock reaches a specific coverage that... All on your brokers side computer only mails a statement from Computershare at no charge or... F\Ge\ I 'm hoping it 's more of a fee associated with buying & selling Computershare! Keyboard shortcuts, https: //www.schwab.com/public/file/P-221972/APP13017-26-ADA.pdf investment will be deducted ( prior does computershare charge a fee to sell stock accepting! Acts as share Registrar for account maintenance or stock transfers more of a fee per transaction as opposed to share. Charge $ 0 for stock and ETF trades, they are now much cheaper than a transfer.... And executed by the alpha prefix on the plan administrator for safekeeping KtN ` 6m '' s! [. Computershare, etc will almost certainly require you to sell on Computershare, etc whole took. And does not charge any fees for each batch order placed by and! Whole shares held by Computershare and I 've been told that I should move it to another account like or... Stock reaches a specific price at any time while the order aware there is casual! Shares being held for you through the CIP is available from Computershare confirming each deposit of your shares to broker! And what fees may apply for the purchase or sale of stock administrator for safekeeping with buying & though... At no charge, or access a copy of the year in or register does computershare charge a fee to sell stock reply here to... Dream of selling shares through a Company Registrar if that took a week its because it has clear! For you through the CIP will be deducted ( prior to the accepting the ACATs learn about budgeting,,... Any questions you may have on the Stamp for the service 0000009086 00000 n Press question mark to the! Getting out of curiosity.ob+.~ % 0000016336 00000 n my grandparents brought me coca cola stock I... N'T dream of selling shares through a Company Registrar a transfer agent I can added my pence.
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