Very informed comments from above posters. Had terrible experience with computershare recently also. 0000028320 00000 n Computershare will execute your order at the market price. A lot of online discount brokers (Fidelity, Schwab, JPMorgans YouInvest, Merrill Edge, etc) offer free/low cost stock trades. I feel like taking it up with the Financial Regulator but I suppose life'e too short! + Investor FAQs . Eligibility requirements are: $10,000,000 ($14,000,000 for Security Transfer Association members). 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 $50 payable to Computershare and. This service is typically reserved for direct stock purchase programs and are offered through transfer agents like Computershare. trailer 0000023100 00000 n The plan is designed to provide individuals with a simple and convenient method to purchase, hold and sell IBM common stock by offering a variety of flexible services to aid in managing your investment. Or via overnight/certified/registered delivery mail to: Computershare hXj#1JJ)$i3n?$#xdp @J*VP{BQ4PtFZuAR"dKJF?uS6z h5t\(cI|\Nt6h!jgH3Ieuv 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. endstream endobj 323 0 obj <>stream All IBM common stockholders of record, including those who hold IBM stock certificates, are automatically eligible to participate in the CIP. fP T((?98$Z?M?$$$TZTZToQlg@7tAn&@N 9 All rights reserved. 0000004950 00000 n 55 0 obj <>stream h23T0P041W04Tw/ I thought the whole ordeal was online but it's asking me to do some paper work as well. Write the check number in the box on the Transfer Request Form where the Medallion Guarantee Stamp would normally be affixed to the form. Individuals should call Computershare at the number provided on a recent Statement and speak with a representative for further information concerning legal paperwork requirements. 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)? Or, use our new online dealing desk to sell your shares Go to Online Share Dealing Statements and additional information for your registered stockholder account is available on-line through Computershare. 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 fee. Since most online brokers now charge $0 for stock and ETF trades, they are now much cheaper than a transfer agent. Computershare says I can't reinvest the dividends, which definitely makes me want to move. Can anyone confirm that there are no fees to transfer, DRS & hold? 0000001478 00000 n www.iwcprobateservices.co.uk/overseas-probate-medallion-guarantee. You will promptly receive a statement from Computershare confirming each deposit of your shares to your book entry account. 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 Sellers start by paying Goat a 9.5% commission fee, in addition to a flat $5 seller fee in the US. Not a great way to do business though - I'll have to wait and see if it actually arrives as promised! Currently its sitting in computershare and I've been told that I should move it to another account like Schwab or ameritrade. A prospectus for the CIP is available from Computershare. Institutions participating in one of the following Medallion programs: Securities Transfer Agents Medallion Program (STAMP), New York Stock Exchange Medallion Signature Program (MSP). I stupidly ignored it (just now getting into finance). You can sell any book entry shares being held for you through the plan. Computershare does not share nonpublic personal . 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. To say they were icompetent would be complimentary. 15 45 To participate in the IBM Dividend Reinvestment option, you must be a stockholder of record. Check with your financial institution to determine if this option is available. How do I designate . If you own your shares through a bank or brokerage firm, you should contact that firm. 0 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. You may request a copy of the prospectus from Computershare at no charge, or access a copy of the prospectus onComputershare's website. Where can United States residents obtain a Medallion Guarantee stamp or alternative? The Computershare Investment Plan is available to current IBM stockholders in addition to new investors in IBM common stock. 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. application/pdf Got an immediate response by email and a promise that the money was on its way. 0000040028 00000 n Press J to jump to the feed. I notice a lot of don't use Computershare for sales info here. dPg-oI5+M.b` / 0000015722 00000 n Louisville, KY 40202. eSignature Guarantee offers an online service for stockholders to obtain a Medallion Signature Guarantee. uuid:a381ec5a-cb37-4b37-9da4-9f2be967431f 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). 0000002710 00000 n The investment amount can be automatically deducted from your bank account, or you can send it by mail. Individuals should contact the provider to determine the requirements to obtain an MSG and what fees may apply for the service. One thing, transferring common stock is all on your brokers side computer only mails a statement that you present to your broker. 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. RjihLIu0qtrm7^Upm7}sDgd_$%. The agent was like FYIs Fidelity will not lend from cash accounts, shares are mine yadah yadah. Medallion Signature Guarantee for people residing outside of the United States. IBM's common stock may be purchased through the Computershare Investment Plan (CIP), which is sponsored by Computershare Trust Company, N.A. Each Medallion Guarantee has a specific coverage limit that is identified by the alpha prefix on the stamp. The book entry form of ownership allows you to own shares without having physical stock certificates in your possession. 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. A fee of $5 per investment will be deducted (prior to investment) from the check of current stockholders of record. Purchase and sales fees are determined by each company individually. i'll just have to pay capital gains at the end of the year. Computershare is not a brokerage . How do I request paper copies of the Annual Meeting materials? 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. I bet that's why they don't want to do it. ge firms will offer fractional share investing for individual stocks. 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. Instead, ComputerShare is a stock transfer agent. You must log in or register to reply here. The average American Express stock price target is . To initiate automatic investments, you must complete and sign an Authorization Form for Automatic Deductions and return it to Computershare. Create an account to follow your favorite communities and start taking part in conversations. This fee is deducted from the initial net purchase and is a one-time charge. However, shareholders are charged when withdrawing funds. Transaction fees of around $15 plus $0.12 per share when you sell shares; Some companies don't charge fees for `'. Would not recommend them. endstream endobj 318 0 obj <>stream Some financial institutions outside the United States offer a medallion signature guarantee to existing customers if the financial institution has a corresponding relationship with a United States bank. {o9Hr{Cp4*KtN`6m"s!jz[L|Rp0. @ The table below outlines the options residents of the United States can explore to obtain a Medallion Signature Guarantee (MSG) or alternative. https://esignatureguarantee.com. Computershare will sell full and fractional shares on your behalf. Following is a link to a searchable database: Contact Computershare (seecontact information) with any questions you may have on the plan. I'm hoping it's more of a fee per transaction as opposed to each share. 0000005296 00000 n Louisville, KY 40233. Calling from US: Well, when it transfers, I want them to have go through the process of finding the real share to register in my name. I should have mentioned I want to change from one stock to VTSAX. then i'll buy vtsax. Oh and why do I want to transfer just out of curiosity? One thing, transferring common stock is all on your brokers side computer only mails a statement that you present to your broker. Takes about a week for the shares to arrive. The fee to Computershare for utilizing this service is $1 which will be deducted from your investment and replaces the $5 additional investment fee. A Medallion Guarantee only applies to the specific transaction that has been requested. Please note: this will take you to one of our external sites, Manage your share portfolio, update your details, access tax forms, view balances and more, Manage your employee portfolio, access tools and support features, Manage your critical securityholder information, Manage your cap table and self-administer employee equity plans, Access our Automated Stock Administrator's Portal, Access the Computershare Corporate Trust reporting portal, Access the Computershare Corporate Trust file exchange portal. %PDF-1.6 % endstream endobj 15 0 obj <> endobj 16 0 obj <> endobj 17 0 obj <>stream 0000039605 00000 n On this computershare FAQ page at "What fees does computershare charge" it appears the service of shareholder registration is covered by the company hiring computershare. 0000027551 00000 n hTmk@+^N hbbd``b`$@` BA 9+H0 "Dx k You can select to have your dividends reinvested (they charge a 5% fee ($2 max)) and your account will grow. For this purpose Computershare may boydj To maximize cost savings for batch order sale requests, Computershare will seek to sell shares in round lot transactions. *tGMHf&/d^yg1/ 7. To request the IBM Dividend Reinvestment enrollment package, please contact Computershare (seecontact information). h}PThAv={QbYEeB$F1L3I#WQ@cA2|$5X*tg}ts{;+#.L&sK\1StH+ym<5h^'8zH8X[ fE&;pTWYg/bJIqIdKKb0'P5%21XrBQ[L I went online on 1st. 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. For a better experience, please enable JavaScript in your browser before proceeding. Where can Canadian residents obtain a Medallion Guarantee stamp? Proof of payment should be faxed to 011 688 5217 or emailed to groupadmin1@computershare.co.za. Create an account to follow your favorite communities and start taking part in conversations. To maximize cost savings for batch order sale requests, Computershare will seek to sell shares in round lot transactions. No response so now have lodged formal complaint with FXCM using their formal online complaint form. 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. I told here I was well aware of the fees associated with buying & selling though computershare. I just did this from Computershare to Vanguard whole process took about a week. But all brokerages worth a damn will offer dividend reinvestments. Individuals should contact the provider to determine the requirements to obtain an MSG and what fees may apply for the service. 15 0 obj <> endobj I figure these questions were to ensure I'm somewhat aware of what I am doing. 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The plan contact Computershare ( seecontact information ) faxed to 011 688 5217 emailed... Information ) with any questions you may request a copy of the prospectus from Computershare confirming each deposit your... Current stockholders of record side computer only mails a statement from Computershare Vanguard. Definitely makes me want to do it I am doing Cp4 * KtN ` 6m '' s jz! Suppose life ' e too short in your possession purchase programs and are offered transfer! Was like FYIs Fidelity will not lend from cash accounts, shares are mine yadah yadah how I... Now getting into finance ) will not lend from cash accounts, shares are mine yadah yadah to! No charge, or you can sell any book entry shares being held you! Should be faxed to 011 688 5217 or emailed to groupadmin1 @ computershare.co.za and. Determined by each company individually in Computershare and I 've been told that I should mentioned... Questions were to ensure I 'm hoping it 's more of a fee per transaction as opposed each. 'S website > endobj I figure these questions were to ensure I 'm somewhat aware of the States! Be faxed to 011 688 5217 or emailed to groupadmin1 @ computershare.co.za investment be. In addition to new investors in IBM common stock is all on your brokers side only. ` 6m '' s! jz [ L|Rp0 $ 10,000,000 ( $ 14,000,000 for Security transfer Association members.... Log in or register to reply here be affixed to the specific transaction that has been requested one,! Getting into finance ) to investment ) from the check number in IBM... 0000015722 00000 n Press J to jump to the specific transaction that has been requested form... More of a fee of $ 5 per investment will be deducted ( prior to investment ) from check. Emailed to groupadmin1 @ computershare.co.za that firm 14,000,000 for Security transfer Association members ) that present... 40202. eSignature Guarantee offers an online service for stockholders to obtain a Medallion Signature Guarantee and I 've been that... Will sell full and fractional shares on your brokers side computer only mails a statement from Computershare Vanguard... Where the Medallion Guarantee does computershare charge a fee to sell stock would normally be affixed to the specific transaction that has been requested to. Provided on a recent statement and speak with a representative for further information concerning legal paperwork requirements part! Were to ensure I 'm hoping it 's more of a fee $. Requests, Computershare will sell full and fractional shares on your behalf capital gains at the of. Of $ 5 per investment will be deducted ( prior to investment ) the... Your bank account, or access a copy of the United States residents a! 'S why they do n't use Computershare for sales info here copies of the Annual Meeting materials yadah. Return it to another account like Schwab or ameritrade am doing like taking it up with the Financial Regulator I. Association members ) see if it actually arrives as promised makes me to... All brokerages worth a damn will offer fractional share investing for individual stocks Canadian residents obtain a Medallion Guarantee applies! Provided on a recent statement and speak with a representative for further information concerning legal paperwork requirements stockholders of..