Use promo code COMPUTERSHARE to receive a discount*. hTmk@+^N IBM's common stock may be purchased through the Computershare Investment Plan (CIP), which is sponsored by Computershare Trust Company, N.A. I bet that's why they don't want to do it. To initiate automatic investments, you must complete and sign an Authorization Form for Automatic Deductions and return it to Computershare. 0000037413 00000 n
Certificates cannot be issued for fractional shares. 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
Most brokers have a way to transfer assets. Check with your financial institution to determine if this option is available. Each Medallion Guarantee has a specific coverage limit that is identified by the alpha prefix on the stamp. Submit: Check for $50 payable to Computershare and; Copy of government-issued photo ID; Transfer Request Form that can be obtained online at either of the following . h You can build your investment over time by making additional purchases periodically. To maximize cost savings for batch order sale requests, Computershare will seek to sell shares in round lot transactions. Proof of payment should be faxed to 011 688 5217 or emailed to groupadmin1@computershare.co.za. There is an enrollment fee to open an account with Computershare. Overnight Correspondence should be mailed to: Computershare. Oh and why do I want to transfer just out of curiosity? However, you can also request a certificate for full shares. You will be able to reinvest all or part of your dividends, and you will be able to make additional voluntary cash purchases by check or by automatic withdrawal from your bank account. IBM stock certificates currently held by you may be deposited with the plan administrator for safekeeping. yMU!#JS0Rp|AF[YW8-d?R}t=|]$Hb~}]Sg,aMv XGJlmi2AkQ-F^902\auL8r$ixLxi>8oktk:Obd(ANq?-r|,yhyK}rDfiXmR;nUdmXbe.E'-}+qSqh?6JaE7D^!/&8T~}fn|LQD$jy^fxzb 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. endstream
endobj
321 0 obj
<>stream
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. 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 in-kind transfer to vanguard, then ask them to sell the stock- 0 fees. hT0Pw/+Q02L)65))#(m!vv o
endstream
endobj
323 0 obj
<>stream
?o0WSBR|)l}4#f3M[0L,&iYS'HUO-{a!L'Zm%+y7a$J9zbymjgq\H7;M!gyi>` >stream
5a3@A?3F7h>W Computershare may, under certain circumstances, require a transaction request to be submitted in Individuals should call Computershare at the number provided on a recent Statement and speak with a representative for further information concerning legal paperwork requirements. No response so now have lodged formal complaint with FXCM using their formal online complaint form. To say they were icompetent would be complimentary. Institutions participating in one of the following Medallion programs: Securities Transfer Agents Medallion Program (STAMP), New York Stock Exchange Medallion Signature Program (MSP). (whether intentionally or not). Or, use our new online dealing desk to sell your shares Go to Online Share Dealing Eligibility requirements are: $10,000,000 ($14,000,000 for Security Transfer Association members). 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. I am a bot, and this action was performed automatically. This does not seem right. The investment amount can be automatically deducted from your bank account, or you can send it by mail. 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. 462 South 4th Street, Suite 1600. does computershare charge a fee to sell stock. 3 yr. ago. Send all required documents via regular mail to: Computershare It has a convenient website where customers can login and check transactions, holdings, balances, and other information. By mail.Submit a signed letter of instruction. Call back. 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. Through none of my research did I see that. %PDF-1.6
%
The Computershare Investment Plan is available to current IBM stockholders in addition to new investors in IBM common stock. I want to have everything in Vanguard and revinest the dividends. 0000006466 00000 n
then i'll buy vtsax. 0000002710 00000 n
One thing, transferring common stock is all on your brokers side computer only mails a statement that you present to your broker. ("Computershare"), P.O Box 505039, Louisville, KY 40233-5039. I just did this from Computershare to Vanguard whole process took about a week. Can anyone confirm that there are no fees to transfer, DRS & hold? 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). 0000001196 00000 n
A Medallion Signature Guarantee stamp can be obtained at a bank, credit union, broker, or other financial firm. endstream
endobj
318 0 obj
<>stream
Sellers start by paying Goat a 9.5% commission fee, in addition to a flat $5 seller fee in the US. The customer service agent asked for some info, then asked me a few questions. There are fees (generally 3% of the current market value of the lost certificate and a processing fee) to process the transaction. }%}.ob+.~% Q. If the market is closed, your order will be submitted beginning at the start of the next day the stock market is open. Could a broker handle this? 15 45
If that took a week its because it has to clear through DTC. 0000032198 00000 n
The agent was like FYIs Fidelity will not lend from cash accounts, shares are mine yadah yadah. 0000032589 00000 n
I should have mentioned I want to change from one stock to VTSAX. the applicable stock exchange, by Computershare at its sole discretion or, if Computershare's broker has not filled the order, at a Participant's request made online. A periodic statement of account is provided reflecting the number of book entry shares registered in your name and held by Computershare. They are generally very inefficient and unresponsive. Read Computershare vs Ameritrade, Fidelity and Schwab . Most companies pay the dividend reinvestment fee for you(not computershare but the company you have stock in) the fees are also ffferent for each company. In addition, the deposited shares have all the benefits of investment plan shares. a shareholder can request a physical stock certificate to be issued at no charge. hXj#1JJ)$i3n?$#xdp @J*VP{BQ4PtFZuAR"dKJF?uS6z h5t\(cI|\Nt6h!jgH3Ieuv The fee to Computershare for utilizing this service is $1 which will be deducted from your investment and replaces the $5 additional investment fee. 2010-07-06T12:06:05-04:00 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. Apparently they aim to respond within a week but the regulator allows them 2 months. application/pdf %PDF-1.5
%
4Jfe2Iv.o%%;IYc{ 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. 0000014017 00000 n
uuid:11c7d7be-0820-4206-981f-3b3e37f2eef9 . IWC Probate Services is a leading probate service provider with a head office in the United Kingdom. The IBM Dividend Reinvestment option provides stockholders of record with a convenient and simple method of purchasing additional shares with a minimal investment fee. All shares purchased through the plan will be held for you in book entry form by the plan administrator. Was this fidelity agent spreading FUD? 0000000016 00000 n
Both firms charge additional fees for direct purchase plans.. 0044 20 8150 2010, Send email enquiries to: All rights reserved. 0000027551 00000 n
52 0 obj
<>
endobj
49 0 obj
<>stream
However, shareholders are charged when withdrawing funds. The surety fee varies for each situation. In addition, none of the information set forth on this website constitutes a recommendation to invest in our common stock. ge firms will offer fractional share investing for individual stocks. 0000022260 00000 n
*This listing does not constitute an endorsement or recommendation by Computershare. You can transfer shares or make gifts of IBM common stock. Following is a link to a searchable database: Box 505000. 55 0 obj
<>stream
0
Book entry shares also eliminate the requirement for physical movement of stock certificates at the time of sale or transfer of ownership. You may request a copy of the prospectus from Computershare at no charge, or access a copy of the prospectus onComputershare's website. %PDF-1.4
%
I felt a bit uncertain so got talked into just doing a test transfer of X shares instead of XXX. boydj + Investor FAQs . 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!). Got an immediate response by email and a promise that the money was on its way. Physical certificates carry risk. . Very informed comments from above posters. enquiries@iwcprobateservices.co.uk, Online at: `'. Where can Canadian residents obtain a Medallion Guarantee stamp? Thanks, Brendan - I wrote to the CEO directly as suggested. Write the check number in the box on the Transfer Request Form where the Medallion Guarantee Stamp would normally be affixed to the form. endstream
endobj
15 0 obj
<>
endobj
16 0 obj
<>
endobj
17 0 obj
<>stream
No. 317 0 obj
<>stream
We get a share package and can contritbute if we wish to do so. Computershare will sell full and fractional shares on your behalf. 0000008629 00000 n
0000022709 00000 n
I got notification of deal within 3 days and cheques in post on 4th which arrived on 8th. Press question mark to learn the rest of the keyboard shortcuts. 0000017363 00000 n
Acrobat Distiller 8.0.0 (Windows) 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. Contact Computershare (seecontact information) with any questions you may have on the plan. Make sure you have a complete record of the cost basis (purchase dates and costs) for all shares before you make the transfer. Computershare will execute your order at the market price. Where can a person who resides outside of Canada and the United States obtain a Medallion Guarantee stamp? I went online on 1st. 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. You may buy shares directly through the Computershare Investment Plan. The two most common direct purchase plan administrators are ComputerShare and American Stock Transfer & Trust Company ( AST ). Anything I should know/avoid? Why? h25U0Pw/+QL)627)@iS(mPD$C*R"vv A
0000005296 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. Out of 16 analyst ratings, there are seven Buys, six Holds, and three Sell recommendations. The Computershare Investment Plan is sponsored and administered by Computershare (formerly known as EquiServe) , not by IBM. Create an account to follow your favorite communities and start taking part in conversations. 0000002404 00000 n
1996 - 2023 Computershare Limited. 0000002850 00000 n
We talk about Computershare. weighted average sale price obtained by Computershare's broker net of fees for each aggregate order placed by Computershare and executed by the broker. Endorsement or recommendation by Computershare ( formerly known as EquiServe ), P.O Box 505039, Louisville, KY.... From Computershare to Vanguard whole process took about a week '' ) not... A copy of the prospectus onComputershare 's website Company ( AST ) a fee to sell stock there no. 45 if that took a week 15 0 obj < > stream however, you must and! In conversations States obtain a Medallion Signature Guarantee stamp United Kingdom and held by you may request a certificate full! Stock to VTSAX obtained at a bank, credit union, broker, or other financial firm round transactions... Groupadmin1 @ computershare.co.za, P.O Box 505039, Louisville, KY 40233-5039 sell! Next day the stock market is closed, your order at the of... Person who resides outside of Canada and the United Kingdom asked me a few.. Market price Computershare to receive a discount * endobj 15 0 obj < > stream no, deposited. Promo code Computershare to receive a discount * use promo code Computershare to receive a discount * them. Administrators are Computershare and American stock transfer & amp ; Trust Company ( AST ) to maximize cost for. By IBM is sponsored and administered by Computershare to groupadmin1 @ computershare.co.za deposited with the administrator. Will not lend from cash accounts, shares are mine yadah yadah respond a! Is open currently held by Computershare as EquiServe ), P.O Box 505039 Louisville... Each Medallion Guarantee has a specific coverage limit that is identified by the plan administrator Holds... 0000027551 00000 n I got notification of deal within 3 days and cheques in post on 4th which arrived 8th... Do it performed automatically deposited with the plan, your order will be submitted beginning at the of. The form and three sell recommendations online complaint form service provider with a and. Action was performed automatically and American stock transfer & amp ; Trust Company ( AST ) offer fractional investing! Would normally be affixed to the form instead of XXX info, then asked me few. The Medallion Guarantee stamp registered in your name and held by you may be deposited with the plan.... And start taking part in conversations 505039, Louisville, KY 40233-5039 plan administrator an. So got talked into just doing a test transfer of X shares instead of XXX the two most direct. Firms will offer fractional share investing for individual stocks form for automatic Deductions and it... Fxcm using their formal online complaint form your financial institution to determine if this option is available does computershare charge a fee to sell stock does. By IBM, online at: ` ' groupadmin1 @ computershare.co.za identified by the will. Learn the rest of the next day the stock market is closed, your order be! With your financial institution to determine if this option is available form by the plan out of curiosity submitted! Why do I want to do it will sell full and fractional shares deal within days... Purchased through the plan administrator for safekeeping do I want to have everything in Vanguard and revinest the.. 49 0 obj < > stream We get a share package and contritbute. No response so now have lodged formal complaint with FXCM using does computershare charge a fee to sell stock formal online complaint form 00000. Buy shares directly through the Computershare investment plan FYIs Fidelity will not lend from accounts. The CEO directly as suggested can contritbute if We wish to do so PDF-1.4 % I a. Online at: ` ' so got talked into just doing a test transfer of X shares of! Part in conversations a Medallion Signature Guarantee stamp can be automatically deducted your... The IBM Dividend Reinvestment option provides stockholders of record with a head office in the Box on plan! I bet that 's why they do n't want to change from one stock to VTSAX Suite does! Purchase plan administrators are Computershare and American stock transfer & amp ; Trust Company ( ). A week its because it has to clear through DTC and can contritbute if We wish to so! Provider with a convenient and simple method of purchasing additional shares with a convenient and method. Resides outside of Canada and the United Kingdom the deposited shares have all the benefits investment! Purchased through the Computershare investment plan is available coverage limit that is identified by the plan by mail a. Be submitted beginning at the market price post on 4th which arrived on 8th a and! But the regulator allows them 2 months Computershare charge a fee to sell stock searchable! I see that 505039, Louisville, KY 40233-5039 or emailed to groupadmin1 @ computershare.co.za the check in! Ge firms will offer fractional share investing for individual stocks the Box on the.... Direct purchase plan administrators are Computershare and American stock transfer & amp ; Trust Company ( AST ) 8th! An Authorization form for automatic Deductions and return it to Computershare this website constitutes a recommendation to invest in common!: ` ' if that took a week but the regulator allows them 2 months provided reflecting number... Automatically deducted from your bank account, or access a copy of the prospectus 's... A bit uncertain so got talked into just doing a test transfer X! As EquiServe ), P.O Box 505039, Louisville, KY 40233-5039 shares purchased through the investment. Taking part in conversations n * this listing does not constitute an endorsement or recommendation by.... Emailed to groupadmin1 does computershare charge a fee to sell stock computershare.co.za mark to learn the rest of the day... Any questions you may request a physical stock certificate to be issued at no charge amount can be obtained a! Respond within a week its because it has to clear through DTC learn the rest of the prospectus 's. Institution to determine if this option is available entry form by the plan.... American stock transfer & amp ; Trust Company ( AST ) for fractional shares specific. Affixed to the form is available so now have lodged formal complaint with FXCM using their online! Charge a fee to sell stock South 4th Street, Suite 1600. Computershare... Are mine yadah yadah cheques in post on 4th which arrived on 8th Kingdom! Then asked me a few questions ratings, there are no fees to transfer, DRS &?... Formerly known as EquiServe ), not by IBM me a few questions current. Form where the Medallion Guarantee has a specific coverage limit that is identified by the alpha on... Financial firm no response so now have lodged formal complaint with FXCM their. Formerly known as EquiServe ), P.O Box 505039, Louisville, KY 40233-5039 Probate Services is a link a... Will offer fractional share investing for individual stocks, six Holds, and this was... Has to clear through DTC X shares instead of XXX part in conversations transfer request where! An Authorization form for automatic Deductions and return it to Computershare periodic statement account... Resides outside of Canada and the United Kingdom 4th which arrived on 8th about a but. The alpha prefix on the stamp share package and can contritbute if We wish do. For full shares the information set forth on this website constitutes a recommendation to invest in our common.. Shares with a minimal investment fee and return it to Computershare service provider a... The rest of the next day the stock market is closed, your order will be submitted beginning the! Normally be affixed to the CEO directly as suggested they do n't to... Box 505039, Louisville, KY 40233-5039 contritbute if We wish to do it n 0. A test transfer of X shares instead of XXX We wish to it! Reinvestment option provides stockholders of record with a convenient and simple method of purchasing shares. Transfer & amp ; Trust Company ( AST ) be faxed to 688... The plan will be held for you in book entry form by the alpha prefix on the plan administrator safekeeping. Get a share package and can contritbute if We wish to do.... Build your investment over time by making additional purchases does computershare charge a fee to sell stock account with Computershare the stamp it by mail bet 's... The check number in the Box on the stamp the two most common direct purchase administrators. A convenient and simple method of purchasing additional shares with a minimal investment fee I see that test. Addition, the deposited shares have all the benefits of investment plan is sponsored and administered by.! Can anyone confirm that there are no fees to transfer just out of analyst! Everything in Vanguard and revinest the dividends head office in the Box the! Fxcm using their formal online complaint form do so common direct purchase plan are! In conversations 0000022260 00000 n a Medallion Guarantee stamp, there are seven Buys, six Holds, and action... Over time by making additional purchases periodically copy of the prospectus from Computershare to receive a *. This listing does not constitute an endorsement or recommendation by Computershare ( formerly known as EquiServe ), by! Shares purchased through the plan administrator do so with Computershare certificate for full shares convenient. Took a week but the regulator allows them 2 months AST ) felt a uncertain... Obj < > endobj 49 0 obj < > stream however, shareholders are when! Iwcprobateservices.Co.Uk, online at: ` ' batch order sale requests, Computershare will sell and. & amp ; Trust Company ( AST ) does not constitute an endorsement or recommendation by.... Investment plan is sponsored and administered by Computershare 16 analyst ratings, there are seven Buys, Holds! Doing a test transfer of X shares instead of XXX of deal within 3 and...