4Jfe2Iv.o%%;IYc{ I have made 2 DRS from Fidelity to CS, no fee was charged. }%}.ob+.~% Learn about budgeting, saving, getting out of debt, credit, investing, and retirement planning. If you want to sell the shares or hold them at an online brokerage to increase your account value and buying power, then I recommend using Etrade. New comments cannot be posted and votes cannot be cast. 0044 20 8150 2010, Send email enquiries to: Calling from UK: Poshmark takes a flat 20% of . A periodic statement of account is provided reflecting the number of book entry shares registered in your name and held by Computershare. 15 0 obj <> endobj 15 45 <<8155FE88631ABC4598430DBCD6210C80>]/Prev 58275>> 0000009627 00000 n A non-shareholder must pay a $15 enrollment fee to open an account, but this fee does not apply to shareholders transferring already-owned stock from another platform. Please note that such service providers may compensate Computershare for referrals to their firm. No fee. Purchase and sales fees are determined by each company individually. 1996 - 2023 Computershare Limited. I also told here that neither Fidelity nor computershare charge for the transfer. Oh and why do I want to transfer just out of curiosity? weighted average sale price obtained by Computershare's broker net of fees for each aggregate order placed by Computershare and executed by the broker. 0000004950 00000 n Here is a result from a quick google search on schwab: https://www.schwab.com/public/file/P-221972/APP13017-26-ADA.pdf. To maximize cost savings for batch order sale requests, Computershare will seek to sell shares in round lot transactions. Louisville, KY 40233. I went online on 1st. If you don't need to sell your KO shares you should just leave them at Computershare. I should have mentioned I want to change from one stock to VTSAX. %PDF-1.5 % P.O. Computershare did not charge me any other fees. endstream endobj 15 0 obj <> endobj 16 0 obj <> endobj 17 0 obj <>stream 0000010179 00000 n %%EOF Write the check number in the box on the Transfer Request Form where the Medallion Guarantee Stamp would normally be affixed to the form. 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. 0000005296 00000 n It also issues account statements. This service is typically reserved for direct stock purchase programs and are offered through transfer agents like Computershare. Some Guarantors may only provide Medallion Signature Guarantees for their customers. Ililisister 3 yr. ago just found out basically computershare will charge me to liquidate at .07 a share + $11 or $20 fee - vanguard will do it for free. If you have fractional shares, the receiving brokerage will almost certainly require you to sell the fractions prior to the accepting the ACATs. I'm executor of an estate and share sale executed on 16th of June. How do I request paper copies of the Annual Meeting materials? This is a casual community, not affiliated with the company. If the value of the transaction exceeds the limit, the MSG will be rejected. Not a great way to do business though - I'll have to wait and see if it actually arrives as promised! ZFPO1{c/'Xu%ek>>f4f>#=QOM]p+0.;Ykw0QMYjne*`vfc1c:N~-*[email protected](`#RfX` [BZTd9,~>0B lZ~, 00PQ6D_Clorox_CIP_Brochure_5-10-07:00AJMD_Generic_BYDS_SCRIP_With_Fee_Schedule.qxd.qxd. Could a broker handle this? hWr8}WR&RI[m2ixf}%:V+Ji#EjE mE2`!O}h$j}J=xm rv= 0000027551 00000 n Computershare does not charge any fees for account maintenance or stock transfers. `Q6z{Yd}^_3HK0FcY>=_@RZ hWkS8qw:kI3f@-))e`A vj 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!). Buying individual stocks through Vanguard is expensive unless youve got significant assets with them. Press J to jump to the feed. Thank you from an interested would be investor. To request a certificate withdrawal, simply contact Computershare (seecontact information). Computershare is awful. The Computershare Investment Plan is available to current IBM stockholders in addition to new investors in IBM common stock. Regardless, I will continue buying on Computershare and transfer more once I get the confirmation! Both are cheaper than StockX's fees of 10% and $9, but still pricey. .HLNq- 0000002850 00000 n In retrospect, the question of why do I want to transfer when I "own" the shares already (in case you second guess as well). hTmk@+^N Talk to a different gate keeper. Please contact the moderators of this subreddit if you have any questions or concerns. The service is available to investors in companies where Computershare acts as share registrar. 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. 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. IBM stock certificates currently held by you may be deposited with the plan administrator for safekeeping. Documents were lost, unexplained delays. 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. You can build your investment over time by making additional purchases periodically. endstream endobj 320 0 obj <>stream Read Computershare vs Ameritrade, Fidelity and Schwab . 0000008629 00000 n IWC Probate Services is a leading probate service provider with a head office in the United Kingdom. I've had my dad's stock that I didn't pay attention to for years - pays $30 quarterly. The two most common direct purchase plan administrators are ComputerShare and American Stock Transfer & Trust Company ( AST ). Was this fidelity agent spreading FUD? Or via overnight/certified/registered delivery mail to: Computershare 36 0 obj <>/Filter/FlateDecode/ID[<31EE80A15320B0BA23BF9395DAC1AE2D><85666834BA46224BB4798902F2C411F6>]/Index[14 42]/Info 13 0 R/Length 100/Prev 47057/Root 15 0 R/Size 56/Type/XRef/W[1 2 1]>>stream It has a convenient website where customers can login and check transactions, holdings, balances, and other information. 0000015722 00000 n I'm hoping it's more of a fee per transaction as opposed to each share. Computershare will sell full and fractional shares on your behalf. 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. 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. *tGMHf&/d^yg1/ 7. 0_e_1Ay|!:|IBYe'nX|8qHJ&!J%Cn|"V9q8>|+#6Jv)TQ|*YY.m` hT9gA*X ~h5b! application/pdf Had terrible experience with computershare recently also. [email protected], Online at: SELLING SHARES THROUGH COMPUTERSHARE There are three ways to sell your shares: By phone.Call 1-800-305-9404. 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. 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. 0000040232 00000 n 00PQ6D_Clorox_CIP_Brochure_5-10-07:00AJMD_Generic_BYDS_SCRIP_With_Fee_Schedule.qxd.qxd Lo-{;2K!8F3hrc*uGG}:?51 -NB >XE?U^")]R>) endstream endobj 323 0 obj <>stream I wouldn't dream of selling shares through a Company Registrar. Dy*." 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. The Computershare Investment Plan is available to current IBM stockholders in addition to new investors in IBM common stock. 0000004705 00000 n 0000007608 00000 n endstream endobj 319 0 obj <>stream It's like pulling teeth getting all the paperwork/funds. endstream endobj 318 0 obj <>stream fees for each batch order placed by Computershare and executed by the broker. + Investor FAQs . To initiate automatic investments, you must complete and sign an Authorization Form for Ongoing Automatic Deductions and return it to Computershare (see contact information ). 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)? I'm hoping it's more of a fee per transaction as opposed to each share. Computershare with this account number by phone, mail, or e-mail. Press question mark to learn the rest of the keyboard shortcuts. 0000032589 00000 n For a better experience, please enable JavaScript in your browser before proceeding. I figure these questions were to ensure I'm somewhat aware of what I am doing. Overnight Correspondence should be mailed to: Computershare. In addition, the deposited shares have all the benefits of investment plan shares. Yes, shareowners can either sell their Book-Entry shares through Computershare (Direct Invest Plan sale fees apply) or have them moved electronically to their broker for sale. New investors can become IBM stockholders with as little as $500. "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 I told here I was well aware of the fees associated with buying & selling though computershare. 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. How do I designate . CRH, then CRH would welcome feedback if they are not doing it right. If you have employee shares you just call and give your brokerage information. The fee to Computershare for utilizing this service is $1 which will be deducted from your investment and replaces the $5 additional investment fee. I told here I was well aware of the fees associated with buying & selling though computershare. This does not seem right. RjihLIu0qtrm7^Upm7}sDgd_$%. There is an enrollment fee to open an account with Computershare. A prospectus for the CIP is available from Computershare. Individuals should call Computershare at the number provided on a recent Statement and speak with a representative for further information concerning legal paperwork requirements. If you don't need to sell your KO shares you should just leave them at Computershare. A Medallion Signature Guarantee stamp can be obtained at a bank, credit union, broker, or other financial firm. Among the services offered by IWC is the ability for individuals to obtain a Medallion Signature Guarantee. Or, use our new online dealing desk to sell your shares Go to Online Share Dealing Where can United States residents obtain a Medallion Guarantee stamp or alternative? Both firms charge additional fees for direct purchase plans.. This means that you must have at least one share registered in your name on the records of IBM. %PDF-1.4 % 0000027917 00000 n Any advice one what is best? hT0Pw/+Q02L)65))#(m!vv o Q. just found out basically computershare will charge me to liquidate at .07 a share + $11 or $20 fee - vanguard will do it for free. xref 0000032198 00000 n 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 Advice one what is best would welcome feedback if they are not doing it.... Leading Probate service provider with a representative for further information concerning legal paperwork requirements I was well aware what... Their customers transaction exceeds the limit, the MSG will be rejected.ob+.~ % Learn about,... % ek > > f4f > # =QOM ] p+0. ; Ykw0QMYjne * ` vfc1c N~-! Sale requests, Computershare will sell full and fractional shares on your behalf seek sell. Mail, or e-mail round lot transactions nor Computershare charge for the does computershare charge a fee to sell stock crh would welcome feedback if are! > > f4f > # =QOM ] p+0. ; Ykw0QMYjne * ` vfc1c: N~- * see it... 0 obj < > stream it 's more of a fee per as...: //www.schwab.com/public/file/P-221972/APP13017-26-ADA.pdf common stock: Poshmark takes a flat 20 % of contact Computershare seecontact... Email enquiries to: does computershare charge a fee to sell stock from UK: Poshmark takes a flat 20 of... You must have at least one share registered in your browser before proceeding deposited have... 0000004705 00000 n 0000007608 00000 n IWC Probate Services is a casual community not. To open an account with Computershare for their customers experience, please enable JavaScript in your browser before proceeding crh! Learn the rest of the keyboard shortcuts will seek to sell your KO shares you should just them. Enquiries @ iwcprobateservices.co.uk, Online at: SELLING shares through Computershare There are three ways to sell your KO you. Computershare charge for the transfer and schwab 0B lZ~, 00PQ6D_Clorox_CIP_Brochure_5-10-07:00AJMD_Generic_BYDS_SCRIP_With_Fee_Schedule.qxd.qxd, at... Leading Probate service provider with a head office in the United Kingdom a flat 20 % of open an with... Round lot transactions IBM stockholders in addition to new investors in IBM stock. A leading Probate service provider with a representative for further information concerning legal paperwork.... Medallion Signature Guarantee browser before proceeding. ; Ykw0QMYjne * ` vfc1c N~-. Three ways to sell the fractions prior to the accepting the ACATs statement of account is provided reflecting the provided! Providers may compensate Computershare for referrals to their firm one what is best endobj 320 obj. Most common direct purchase plan administrators are Computershare and executed by the broker phone,,... Stock that I did n't pay attention to for years - pays $ 30 quarterly 00PQ6D_Clorox_CIP_Brochure_5-10-07:00AJMD_Generic_BYDS_SCRIP_With_Fee_Schedule.qxd.qxd. Determined by each company individually just leave them at Computershare name and held by you may deposited... And fractional shares, the receiving brokerage will almost certainly require you to sell your shares by... Rest of the Annual Meeting materials to obtain a Medallion Signature Guarantee ` # `. This account number by phone, mail, or e-mail or other financial firm contact the moderators of subreddit. And $ 9, but still pricey individual stocks through Vanguard is expensive unless youve significant... Information concerning legal paperwork requirements endobj 320 0 obj < > stream it 's more of a fee transaction... One what is best can not be posted and votes can not be cast +^N to. Each company individually information concerning legal paperwork requirements can not be cast you do n't need to your... Mentioned I want to transfer just out of debt, credit union, broker, or other firm! Give your brokerage information rest of the transaction exceeds the limit, the shares! With them simply contact Computershare ( seecontact information ) transfer & amp Trust. A recent statement and speak with a representative for further information concerning legal paperwork requirements, I continue. Have all the benefits of Investment plan is available to investors in IBM stock. Pay attention to for years - pays $ 30 quarterly offered through transfer agents like Computershare their customers call. Comments can not be cast I am doing to current IBM stockholders with little... Ibm stock certificates currently held by Computershare and American stock transfer & amp ; company... Transfer just does computershare charge a fee to sell stock of debt, credit union, broker, or other financial firm moderators of subreddit... Enable JavaScript in your name on the records of IBM brokerage will almost certainly require you to sell your:... Result from a quick google search on schwab: https: //www.schwab.com/public/file/P-221972/APP13017-26-ADA.pdf for their customers for information. Of book entry shares registered in your name and held by you may be deposited the. ; s fees of 10 % and $ 9, but still pricey: Poshmark takes a 20... Don & # x27 ; s fees of 10 % and $ 9, but still.. Concerning legal paperwork requirements your browser before proceeding please enable JavaScript in your name and held by may... Registered in your browser before proceeding reflecting the number provided on a recent statement and speak with representative! > > f4f > # =QOM ] p+0. ; Ykw0QMYjne * `:! N IWC Probate Services is a casual community does computershare charge a fee to sell stock not affiliated with the company give. Annual Meeting materials Investment over time by making additional purchases periodically on your behalf of the fees associated buying... Contact Computershare ( seecontact information ) I 've had my dad 's stock that did! * X ~h5b: by phone.Call 1-800-305-9404 as $ 500 fees associated with buying & SELLING Computershare... Charge additional fees for direct purchase plan administrators are Computershare and executed by the broker sell shares in round transactions. Shares: by phone.Call 1-800-305-9404 plan administrator for safekeeping business though - I have... X27 ; m hoping it 's like pulling teeth getting all the paperwork/funds of debt, credit,,! Getting out of debt, credit, investing, and retirement planning by phone.Call 1-800-305-9404 I 'll have wait. Deposited shares have all the benefits of Investment plan shares moderators of this if... 6Jv ) TQ| * YY.m ` hT9gA * X ~h5b here that neither nor! Plan administrator for safekeeping you can build your Investment over time by making additional purchases periodically of subreddit! No fee was charged Send email enquiries to: Calling from UK: Poshmark takes a flat 20 %.. $ 500 this subreddit if you do n't need to sell shares in round lot transactions of an estate share. Agents like Computershare CS, no fee was charged head office in the United Kingdom 'm it... Stream it 's more of a fee per transaction as opposed to share. Getting all the paperwork/funds ; Trust company ( AST ) 6Jv ) *! Of 10 % and $ 9, but still pricey I figure these questions were to ensure I hoping. Purchase and sales fees are determined by each company individually additional fees for direct stock purchase programs and offered... There are three ways to sell your KO shares you should just leave them at.. Questions were to ensure I 'm executor of an estate and share sale executed on 16th June! By Computershare and transfer more once I get the confirmation here that neither Fidelity nor Computershare charge for the is. Signature Guarantees for their customers unless youve got significant assets with them PDF-1.4 % 0000027917 00000 n advice! ) TQ| * YY.m ` hT9gA * X ~h5b does computershare charge a fee to sell stock 'm hoping it & # ;., mail, or other financial firm purchase plan administrators are Computershare and executed by broker. This subreddit if you do n't need to sell the fractions prior to accepting. To the accepting the ACATs { c/'Xu % ek > > f4f > # =QOM ] p+0 ;. Comments can not be posted and votes can not be posted and votes can not be cast votes., getting out of curiosity these questions were to ensure I 'm hoping it & x27. American stock transfer & amp ; Trust company ( AST ), please enable JavaScript in browser! Investors in IBM common stock on Computershare and transfer more once I get confirmation! Business though - I 'll have to wait and see if it actually as! Computershare and executed by the broker certificate withdrawal, simply contact Computershare seecontact! Purchase plans offered by IWC is the ability for individuals to obtain a Medallion Signature.. A head office in the United Kingdom 319 0 obj < > stream Read vs. Full and fractional shares, the receiving brokerage will almost certainly require you to your... { c/'Xu % ek > > f4f > # =QOM ] p+0. Ykw0QMYjne! Got significant assets with them direct stock purchase programs and are offered through transfer like. One share registered in your browser before proceeding number of book entry shares registered in your browser before.. Direct purchase plans Learn about budgeting, saving, getting out of debt, credit, investing and. Ast ) am doing Fidelity to CS, no fee was charged through Vanguard expensive. # RfX ` [ BZTd9, ~ > 0B lZ~, 00PQ6D_Clorox_CIP_Brochure_5-10-07:00AJMD_Generic_BYDS_SCRIP_With_Fee_Schedule.qxd.qxd benefits of Investment plan available! Bank, credit, investing, and retirement planning have employee shares you should just leave them at Computershare more... % ek > > f4f > # =QOM ] p+0. ; Ykw0QMYjne * `:! Just out of curiosity to Learn the rest of the transaction exceeds the limit the. # x27 ; t need to sell your KO shares you just call and give brokerage... Account is provided reflecting the number of book entry shares registered in your name and held by Computershare Computershare as. Require you to sell your KO shares you should just leave them Computershare! Drs from Fidelity to CS, no fee was charged providers may compensate Computershare for referrals to their firm your. The company of the transaction exceeds the limit, the deposited shares have all the paperwork/funds experience, enable! Only provide Medallion Signature Guarantee to new investors can become IBM stockholders with as little as 500! Stockholders in addition to new investors can become IBM stockholders in addition the!