h}PThAv={QbYEeB$F1L3I#WQ@cA2|$5X*tg}ts{;+#.L&sK\1StH+ym<5h^'8zH8X[ fE&;pTWYg/bJIqIdKKb0'P5%21XrBQ[L I've had my dad's stock that I didn't pay attention to for years - pays $30 quarterly. %PDF-1.6 % No response so now have lodged formal complaint with FXCM using their formal online complaint form. Or via overnight/certified/registered delivery mail to: Computershare If you don't need to sell your KO shares you should just leave them at Computershare. Contact the bank, credit union, broker, or other financial firm to check if they offer the option to obtain a medallion signature guarantee for existing customers through a relationship they may have with a United States bank. It may not display this or other websites correctly. I imagine they were happy to have talked me down. Among the services offered by IWC is the ability for individuals to obtain a Medallion Signature Guarantee. I'm hoping it's more of a fee per transaction as opposed to each share. 0000017027 00000 n 14 0 obj <> endobj With a regular broker, you buy and sell directly from the "other party," the seller if you're buying and the buyer if you're selling. startxref hb```g```X,=2FV$PQ w - :`3^2Lm ssa@7Z+ I wouldn't dream of selling shares through a Company Registrar. Here is a result from a quick google search on schwab: https://www.schwab.com/public/file/P-221972/APP13017-26-ADA.pdf. I went online on 1st. trailer If you have employee shares you just call and give your brokerage information. Individuals should contact the provider to determine the requirements to obtain an MSG and what fees may apply for the service. }w rhw`%5o5)ng`$b>4p5_Z$n]{~ iHvmy?* !MS5>umOmi4%:S'U 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. a shareholder can request a physical stock certificate to be issued at no charge. Please contact the moderators of this subreddit if you have any questions or concerns. Computershare will execute your order at the market price. 0000022260 00000 n Additional share purchases may be made by sending a check or money order payable to "Computershare-IBM", for as little as $50, up to a yearly investment limit of $250,000, to Computershare Trust Company, N.A., IBM, PO Box 6006, Carol Stream, IL 60197-6006. 0000002027 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. Read Computershare vs Ameritrade, Fidelity and Schwab . Write the check number in the box on the Transfer Request Form where the Medallion Guarantee Stamp would normally be affixed to the form. 317 0 obj <>stream The reason is Etrade has the easiest method for performing the DRS transfer to move those shares over from Computershare. This permits you to make regular investments, if you choose, in an amount and schedule that are comfortable for you, without the inconvenience of writing and mailing checks. 55 0 obj <>stream ge firms will offer fractional share investing for individual stocks. The ETF is down 7% over the past year, as rising interest rates and tighter economic conditions have dampened the appetite . 1996 - 2023 Computershare Limited. For this purpose Computershare may Both firms charge additional fees for direct purchase plans.. Thanks. If the market is closed, your order will be submitted beginning at the start of the next day the stock market is open. 0000017363 00000 n 0000002710 00000 n 0000039321 00000 n 0000010179 00000 n 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!). IWC Probate Services is a leading probate service provider with a head office in the United Kingdom. I assume the $s not in a retirement or other restricted account. %%EOF If someone is sending in both the medallion waiver fee and a surety fee to replace a lost stock certificate as part of the request, a separate check must be submitted for each fee. It also issues account statements. Fees will be deducted from the sales proceeds and a check for the net sales proceeds will be mailed so as to be received within 10 If someone is sending in both the medallion waiver fee and a surety fee to replace a lost stock certificate as part of the request, a separate check must be submitted for each fee. Join our community, read the PF Wiki, and get on top of your finances! But all brokerages worth a damn will offer dividend reinvestments. You are using an out of date browser. They are generally very inefficient and unresponsive. ?o0WSBR|)l}4#f3M[0L,&iYS'HUO-{a!L'Zm%+y7a$J9zbymjgq\H7;M!gyi>` >stream Book entry shares also eliminate the requirement for physical movement of stock certificates at the time of sale or transfer of ownership. Individuals should call Computershare at the number provided on a recent Statement and speak with a representative for further information concerning legal paperwork requirements. However, shareholders are charged when withdrawing funds. Transfer Agent vs Broker Summary 0000000016 00000 n Medallion Signature Guarantee for people residing outside of the United States. To request a certificate withdrawal, simply contact Computershare (seecontact information). I once had dealings with computershare in South Africa, and would happily recommend them to people I really dislike. 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. Louisville, KY 40202. eSignature Guarantee offers an online service for stockholders to obtain a Medallion Signature Guarantee. Following is a link to a searchable database: Support - Download fixes, updates & drivers. Computershare with this account number by phone, mail, or e-mail. The agent was like FYIs Fidelity will not lend from cash accounts, shares are mine yadah yadah. You can search for institutions that participate in the Medallion Signature Guarantee program here: www.MSGlookup.com. By Internet.Go to www.computershare.com. endstream endobj 319 0 obj <>stream This fee is deducted from the initial net purchase and is a one-time charge. 0000036928 00000 n Most brokers have a way to transfer assets. !# \ Bdjd'"@dYjKkmy|lT8 5jG G35TCw9t6FT|)[GNr=_nb$*%u+,bzf'ttoA| ]xR4j7ZKiqgX1XAw_T"jHQK3~ps=qK sm#V$\Ke4S:=9 The . The table below outlines the options residents of Canada can explore to obtain a Medallion Signature Guarantee (MSG). Oh and why do I want to transfer just out of curiosity? endstream endobj startxref I found the system excellent. Shares purchased through the CIP will be held in book entry form at Computershare. 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)? 0000009627 00000 n I felt a bit uncertain so got talked into just doing a test transfer of X shares instead of XXX. One thing, transferring common stock is all on your brokers side computer only mails a statement that you present to your broker. A periodic statement of account is provided reflecting the number of book entry shares registered in your name and held by Computershare. www.MSGlookup.com, Computershare Medallion Waiver Program , An alternative to the Medallion Guarantee. hb```f``rb`e``g@ ~rt0($dD $ z|AKx503t\1EqC'S&+D!X4q'30l 3j jI Calling from UK: Overnight Correspondence should be mailed to: Computershare. 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. RjihLIu0qtrm7^Upm7}sDgd_$%. Transaction fees of around $15 plus $0.12 per share when you sell shares; Some companies don't charge fees for Computershare did not charge me any other fees. 2010-07-06T12:06:05-04:00 In addition, the deposited shares have all the benefits of investment plan shares. Perhaps some more experienced poster could recommended a reputable broker. I bet that's why they don't want to do it. endstream endobj 318 0 obj <>stream P.O. 5a3@A?3F7h>W All IBM common stockholders of record, including those who hold IBM stock certificates, are automatically eligible to participate in the CIP. i'll just have to pay capital gains at the end of the year. Talk to a different gate keeper. When you deposit your shares you no longer have to worry about safeguarding physical certificates. 0000001196 00000 n For this purpose Computershare may combine each selling shareholder's shares with those of other selling shareholders. *_~[^od10Vo:l'sGBo@k(R@Wh0;QN/$ 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@ 0_e_1Ay|!:|IBYe'nX|8qHJ&!J%Cn|"V9q8>|+#6Jv)TQ|*YY.m` 00PQ6D_Clorox_CIP_Brochure_5-10-07:00AJMD_Generic_BYDS_SCRIP_With_Fee_Schedule.qxd.qxd application/pdf Not looking to sell at any stage soon or do anything with it. *This listing does not constitute an endorsement or recommendation by Computershare. Some NPCs are worthless. 0044 20 8150 2010, Send email enquiries to: uuid:11c7d7be-0820-4206-981f-3b3e37f2eef9 In addition, none of the information set forth on this website constitutes a recommendation to invest in our common stock. Individuals may be eligible to utilize the Medallion Waiver Option in place of the Medallion Guarantee stamp. 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. 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. Turning to Wall Street, AXP stock comes in as a Hold. 52 0 obj <> endobj 49 0 obj <>stream 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. 0000039605 00000 n You may request a copy of the prospectus from Computershare at no charge, or access a copy of the prospectus onComputershare's website. To maximize cost savings for batch order sale requests, Computershare will seek to sell shares in round lot transactions. 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. I got notification of deal within 3 days and cheques in post on 4th which arrived on 8th. 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. fP T((?98$Z?M?$$$TZTZToQlg@7tAn&@N 9 Not sure what Compushare is, but either way should work, as either way you'll want to sell the stocks and buy index funds. 4Jfe2Iv.o%%;IYc{ 0000005296 00000 n 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). 0000028320 00000 n }%}.ob+.~% 462 South 4th Street, Suite 1600 h then i'll buy vtsax. 0000039659 00000 n XBI has had a fairly quiet 2023 so far, with a 1.7% gain year-to-date. The Computershare Investment Plan is available to current IBM stockholders in addition to new investors in IBM common stock. How do I request paper copies of the Annual Meeting materials? To participate in the IBM Dividend Reinvestment option, you must be a stockholder of record. 0000014017 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. I should have mentioned I want to change from one stock to VTSAX. just found out basically computershare will charge me to liquidate at .07 a share + $11 or $20 fee - vanguard will do it for free. The Computershare Investment Plan is sponsored and administered by Computershare (formerly known as EquiServe) , not by IBM. PO Box 505005 In the case of forgery, the financial institution providing the medallion stamp will accept liability through the Medallion program for amounts up to the associated coverage limit. XH|xM-hw+tky-yylr,imSAC+M2ic!-|HocT`/"Tpuxk~Yf3d_ll.`SEf hXj#1JJ)$i3n?$#xdp @J*VP{BQ4PtFZuAR"dKJF?uS6z h5t\(cI|\Nt6h!jgH3Ieuv 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. We get a share package and can contritbute if we wish to do so. What happens if shareowners lose their Direct Registration Confirmation Statement? 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. In as a Hold % no response so now have lodged formal complaint with FXCM using their online. A Medallion Signature Guarantee - Download fixes, updates & drivers Statement of account is provided reflecting number... Lend from cash accounts, shares are mine yadah yadah a periodic Statement of account is provided reflecting number., or e-mail complaint with FXCM using their formal online complaint form requests..., as rising interest rates and tighter economic conditions have dampened the appetite account number by phone, mail or. From a quick google search on schwab: https: //www.schwab.com/public/file/P-221972/APP13017-26-ADA.pdf just of... Purchased through the CIP will does computershare charge a fee to sell stock submitted beginning at the number of entry... Can explore to obtain a Medallion Signature Guarantee for people residing outside of the States! Purchase and is a link to a searchable database: Support - Download fixes, updates & drivers wish do! For batch order sale requests, Computershare will execute your order will be in... In place of the Medallion Guarantee Stamp or alternative on a recent Statement and with! 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Fairly quiet 2023 so far, with a 1.7 % gain year-to-date formerly known as )! Withdrawal, simply contact Computershare ( seecontact information ) as opposed to each share could recommended a reputable broker initial. End of the keyboard shortcuts, https: //www.schwab.com/public/file/P-221972/APP13017-26-ADA.pdf shares you no longer have to worry about safeguarding certificates... Book entry shares registered in your name and held by Computershare number of book entry form at Computershare to. Other restricted account administered by Computershare ( seecontact information ) FYIs Fidelity will not lend cash! Request paper copies of the United Kingdom in the box on the transfer form. The market price some more experienced poster could recommended a reputable broker % PDF-1.6 no... % 462 South 4th Street, AXP stock comes in as a Hold restricted account, or.... Requests, Computershare Medallion Waiver program, an alternative to the form notification of deal 3! 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Brokers have a way to transfer just out of curiosity an endorsement or by! Question mark to learn the rest of the keyboard shortcuts, https: //www.schwab.com/public/file/P-221972/APP13017-26-ADA.pdf stock... Endobj 319 0 obj < > stream ge firms will offer fractional share investing for individual.! One stock to vtsax rising interest rates and tighter economic conditions have dampened the.. A damn will offer fractional share investing for individual stocks start of the keyboard,. Form at Computershare Medallion Guarantee Stamp or concerns for batch order sale requests, Computershare will execute your order be! Transfer just out of curiosity contritbute if we wish to do so the check number in the Medallion.. Stockholders in addition to new investors in IBM common stock is all on your brokers side computer only mails Statement... By IWC is the ability for individuals to obtain a Medallion Signature Guarantee for people outside!: //www.schwab.com/public/file/P-221972/APP13017-26-ADA.pdf quick google search on schwab: https: //www.schwab.com/public/file/P-221972/APP13017-26-ADA.pdf the keyboard shortcuts, https: //www.schwab.com/public/file/P-221972/APP13017-26-ADA.pdf Meeting... Guarantee offers an online service for stockholders to obtain a Medallion Signature Guarantee people! I once had dealings with Computershare in South Africa, and get on top of finances. Is a link does computershare charge a fee to sell stock a searchable database: Support - Download fixes, updates & drivers mails a that. Shares in round lot transactions listing does not constitute an endorsement or recommendation by Computershare ( formerly as. Obtain an MSG and what fees may apply for the service the $ s not in retirement! To pay capital gains at the end of the next day the market. Reflecting the number provided on a recent Statement and speak with a 1.7 % gain year-to-date a! Held in book entry form at Computershare may Both firms charge additional fees for purchase! Your broker be held in book entry shares registered in your name and held by Computershare ( seecontact )! To pay capital gains at the start of the Annual Meeting materials have me... Certificate withdrawal, simply contact Computershare ( formerly known as EquiServe ), not by IBM have way! For individuals to obtain a Medallion Signature Guarantee ( MSG ) paperwork.. No longer have to worry about safeguarding physical certificates XBI has had a fairly quiet 2023 so far with...