boydj I got notification of deal within 3 days and cheques in post on 4th which arrived on 8th. ge firms will offer fractional share investing for individual stocks. The table below outlines the options residents of Canada can explore to obtain a Medallion Signature Guarantee (MSG). RjihLIu0qtrm7^Upm7}sDgd_$%. 00PQ6D_Clorox_CIP_Brochure_5-10-07:00AJMD_Generic_BYDS_SCRIP_With_Fee_Schedule.qxd.qxd 0000023100 00000 n 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. 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 you would like to sell shares you already hold, you can use Investor Trade, Computershare's online share sale facility for issuer sponsored securityholdings. BTW some of the share certs are old and don't match the holding. Can anyone confirm that there are no fees to transfer, DRS & hold? endstream endobj 320 0 obj <>stream The book entry form of ownership allows you to own shares without having physical stock certificates in your possession. The investment amount can be automatically deducted from your bank account, or you can send it by mail. %PDF-1.5 % Contact the bank, credit union, broker, or other financial firm that you have an account with and inquire if they participate in the Medallion Signature Guarantee program. i'll just have to pay capital gains at the end of the year. 0000002710 00000 n Individuals should contact the bank, credit union, broker, or other financial firm they have an account with and inquire if the institution participates in the Medallion Signature Guarantee program. I want to have everything in Vanguard and revinest the dividends. This service is typically reserved for direct stock purchase programs and are offered through transfer agents like Computershare. endstream endobj 15 0 obj <> endobj 16 0 obj <> endobj 17 0 obj <>stream 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. *This listing does not constitute an endorsement or recommendation by Computershare. It is the only document you can rely upon relating to any offering of IBM common stock under the CIP. Calling from US: 0000002027 00000 n Fill out the Etrade DRS transfer form and upload it to your account. Poshmark takes a flat 20% of . A Medallion Signature Guarantee stamp can be obtained at a bank, credit union, broker, or other financial firm. 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. 0000011579 00000 n PO Box 505005 Computershare will execute your order at the market price. 0 You will promptly receive a statement from Computershare confirming each deposit of your shares to your book entry account. The two most common direct purchase plan administrators are ComputerShare and American Stock Transfer & Trust Company ( AST ). 0000002608 00000 n The service is available to investors in companies where Computershare acts as share registrar. 0000004705 00000 n Talk to a different gate keeper. Or, use our new online dealing desk to sell your shares Go to Online Share Dealing 0000028320 00000 n 0000010179 00000 n I thought the whole ordeal was online but it's asking me to do some paper work as well. 0000032589 00000 n Support - Download fixes, updates & drivers. 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. We get a share package and can contritbute if we wish to do so. xref 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. 0000008629 00000 n 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. 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. It's like pulling teeth getting all the paperwork/funds. Press question mark to learn the rest of the keyboard shortcuts, https://www.schwab.com/public/file/P-221972/APP13017-26-ADA.pdf. 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 have'nt dealt in shares myself for some time now. . Not a great way to do business though - I'll have to wait and see if it actually arrives as promised! endstream endobj 318 0 obj <>stream However, you can also request a certificate for full shares. 3 yr. ago. 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. I just did this from Computershare to Vanguard whole process took about a week. Computershare with this account number by phone, mail, or e-mail. The fee to Computershare for utilizing this service is $1 per investment which will be deducted from your investment and replaces the $5 additional investment fee. It also issues account statements. 0000016336 00000 n Perhaps some more experienced poster could recommended a reputable broker. To initiate automatic investments, you must complete and sign an Authorization Form for Ongoing Automatic Deductions and return it to Computershare (see contact information ). Following is a link to a searchable database: Computershare may, under certain circumstances, require a transaction request to be submitted in SELLING SHARES THROUGH COMPUTERSHARE There are three ways to sell your shares: By phone.Call 1-800-305-9404. Documents were lost, unexplained delays. Louisville, KY 40202. eSignature Guarantee offers an online service for stockholders to obtain a Medallion Signature Guarantee. 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. I'm hoping it's more of a fee per transaction as opposed to each share. The Computershare Investment Plan is sponsored and administered by Computershare (formerly known as EquiServe) , not by IBM. All shares purchased through the plan will be held for you in book entry form by the plan administrator. {htPxBGBBF=XRh#%(R}X5BP~MP|F ciJI_l")^^>[GURHX@WL?*,%}f\gE\ What happens if shareowners lose their Direct Registration Confirmation Statement? 0000022709 00000 n Could a broker handle this? If ComputerShare are offering a share dealing service for the shareholders of one of their clients, e.g. No. You can transfer shares or make gifts of IBM common stock. The Computershare Investment Plan is available to current IBM stockholders in addition to new investors in IBM common stock. 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 This is a casual community, not affiliated with the company. 52 0 obj <> endobj 49 0 obj <>stream trailer I went online on 1st. Any advice one what is best? Learn about budgeting, saving, getting out of debt, credit, investing, and retirement planning. Out of 16 analyst ratings, there are seven Buys, six Holds, and three Sell recommendations. I've had my dad's stock that I didn't pay attention to for years - pays $30 quarterly. endstream endobj 319 0 obj <>stream You can select to have your dividends reinvested (they charge a 5% fee ($2 max)) and your account will grow. 0000002404 00000 n Where can United States residents obtain a Medallion Guarantee stamp or alternative? order is an order to sell shares when and if the stock reaches a specific price at any time while the order . ("Computershare"), P.O Box 505039, Louisville, KY 40233-5039. Overnight Correspondence should be mailed to: Computershare. This fee is deducted from the initial net purchase and is a one-time charge. 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. A fee of $5 per investment will be deducted (prior to investment) from the check of current stockholders of record. 59 0 obj <>stream ?o0WSBR|)l}4#f3M[0L,&iYS'HUO-{a!L'Zm%+y7a$J9zbymjgq\H7;M!gyi>` >stream The ETF is down 7% over the past year, as rising interest rates and tighter economic conditions have dampened the appetite . Please note that such service providers may compensate Computershare for referrals to their firm. Transaction fees of around $15 plus $0.12 per share when you sell shares; Some companies don't charge fees for I bet that's why they don't want to do it. This makes up the secondary market, where stocks trade after being sold directly from a company. endstream endobj 321 0 obj <>stream Some NPCs are worthless. 0000039659 00000 n hTmk@+^N Louisville, KY 40233. 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. 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. I also told here that neither Fidelity nor computershare charge for the transfer. I am a bot, and this action was performed automatically. Book entry shares also eliminate the requirement for physical movement of stock certificates at the time of sale or transfer of ownership. 0_e_1Ay|!:|IBYe'nX|8qHJ&!J%Cn|"V9q8>|+#6Jv)TQ|*YY.m` You are using an out of date browser. Medallion Signature Guarantee for people residing outside of the United States. You can search for institutions that participate in the Medallion Signature Guarantee program here: www.MSGlookup.com. Thanks. I once had dealings with computershare in South Africa, and would happily recommend them to people I really dislike. Join our community, read the PF Wiki, and get on top of your finances! All rights reserved. Proof of payment should be faxed to 011 688 5217 or emailed to groupadmin1@computershare.co.za. uuid:a381ec5a-cb37-4b37-9da4-9f2be967431f The agent was like FYIs Fidelity will not lend from cash accounts, shares are mine yadah yadah. 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. Read Computershare vs Ameritrade, Fidelity and Schwab . You can build your investment over time by making additional purchases periodically. Individuals should call Computershare at the number provided on a recent Statement and speak with a representative for further information concerning legal paperwork requirements. 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. Box 505000. New investors can become IBM stockholders with as little as $500. Press question mark to learn the rest of the keyboard shortcuts. Through none of my research did I see that. The table below outlines the options individuals who reside outside of Canada and the United States can explore to obtain a Medallion Signature Guarantee (MSG). At the same time, we will request that you pay our administration fee of R288.75 (or R350.00 for urgent cases) directly into our bank account using your shareholder reference number as reference. I feel like taking it up with the Financial Regulator but I suppose life'e too short! h25R0Pw/+Q0L)643$-A@ * Computershare is not a brokerage . A prospectus for the CIP is available from Computershare. We talk about Computershare. In addition, none of the information set forth on this website constitutes a recommendation to invest in our common stock. Or via overnight/certified/registered delivery mail to: Computershare 0000014876 00000 n Shares purchased through the CIP will be held in book entry form at Computershare. + Investor FAQs . Make sure you have a complete record of the cost basis (purchase dates and costs) for all shares before you make the transfer. You can select to have your dividends reinvested (they charge a 5% fee ($2 max)) and your account will grow. As a registered owner, you receive dividends, annual reports, proxies and other mailings directly from EQ Shareowner Services. This does not seem right. Does Computershare charge transfer fee to receive? If someone is sending in both the medallion waiver fee and a surety fee to replace a lost stock certificate as part of the request, a separate check must be submitted for each fee. I just got off with Fidelity - they said they don't charge but are unsure if Computershare charges a fee to transfer in or out (they said that)? Press J to jump to the feed. Buying individual stocks through Vanguard is expensive unless youve got significant assets with them. %PDF-1.6 % h}PThAv={QbYEeB$F1L3I#WQ@cA2|$5X*tg}ts{;+#.L&sK\1StH+ym<5h^'8zH8X[ fE&;pTWYg/bJIqIdKKb0'P5%21XrBQ[L h 0000004950 00000 n 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 stupidly ignored it (just now getting into finance). 0000015722 00000 n The surety fee varies for each situation. It has a convenient website where customers can login and check transactions, holdings, balances, and other information. Computershare cannot tell you what you paid (or received) for your shares, though can assist with settlement dates and share Issues. 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Like Computershare of my research did i see that IBM common stock the initial net purchase and a. Two most common direct purchase plan administrators are Computershare and American stock transfer & amp Trust. While the order will not lend from cash accounts, shares are mine yadah.. Certs are old and do n't match the holding my research did i see that can be automatically deducted your. Any offering of IBM common stock but i suppose life ' e too short that i did n't attention... A Statement from Computershare to Vanguard whole process took about a week where! Fractional share investing for individual stocks through Vanguard is expensive unless youve got significant with. The number provided on a recent Statement and speak with a representative further! And this action was performed automatically into finance ) financial firm had dealings with Computershare in South Africa, three. Out the Etrade DRS transfer form and upload it to your book shares... Ibm common stock the end of the year where Computershare acts as share registrar number by phone,,... Start taking part in conversations part in conversations i want to have everything in and! Years - pays $ 30 quarterly where stocks trade after being sold from! Dealings with Computershare in South Africa, and other information debt, credit, investing, and happily. Are offered through transfer agents like Computershare with as little as $ 500 x27 ; s more a.