I called ComputerShare myself and the agent pulled up a set of very specific instructions for clients transferring shares from brokerages. Is there any benefit to entering your TFN details into your computershare login details. ", Again, this is the best advice I have based on the information I have at the moment. Now the marketplace where you buy the car may be the BMW dealership, it might be Car City, or you might buy from Shane off Gumtree. This no-fee, no-commission reinvestment program allows you to reinvest dividend and/or capital gains distributions from any or all eligible stocks, closed-end mutual funds, exchange-traded funds (ETFs), FundAccessfunds, or Vanguard mutual funds in your Vanguard Brokerage Account in additional shares of the same securities. Update your personal information, such address details and bank instructions. All completed forms should be sent to: The Registrar. You can also choose whether to transfer some or all of your assets. You can generally elect to receive the ETF distribution in cash or for the distribution to be reinvested into the same ETF through additional units if the option is available1. All of your assets will move in kind, meaning theres no buying or selling. )if(typeof ez_ad_units != 'undefined'){ez_ad_units.push([[300,250],'etfbloke_com-large-mobile-banner-2','ezslot_8',116,'0','0'])};__ez_fad_position('div-gpt-ad-etfbloke_com-large-mobile-banner-2-0'); Ok now you are registered with the share registry lets look at how to enroll in the dividend reinvestment plan. I just now came across this so a very belated thanks to you. Press J to jump to the feed. Go to Vanguard's website and use their customer support number.) ), Your mailing address on file with Vanguard. The company was founded in 1978 as one of Melbourne's first start-up technology companies, initially providing computer services to businesses. Vanguard Australian Shares ETF Product Disclosure Statement 4 . Vanguard Brokerage will attempt to purchase the reinvestment shares on the payable date. Vanguard US Total Market Shares Index ETF (VTS) is an exchange traded fund seeking to provide investment results that correspond to the price and yield performance of the CRSP US Total Market Index (the Underlying Index). The share registry is the place that holds your address and contact details. Ongoing automatic investments cost $1 each, and there is a $25 minimum for this service. Print one of the forms below and post it to us to sign up for the Dividend Reinvestment Plan. The income you will receive from your ETF is indicated by the distribution yield, and will be less any management costs. The process is the same when buying shares, you need to register your share holdings with a share registry. In any case, Vanguard will need to initiate the transfer and if the person you speak to isn't sure how to do that, have them contact ComputerShare at this number that is specific for GME: 800-522-6645 (Again, this shouldn't be necessary so long as you are connected with someone who knows specifically how to do a DRS transfer.) Most, if not all, of your assets will move in-kind, meaning they dont need to be sold to transfer. Thats awesome. (One of my attempted transfers failed because the rep put it in as inbound), FOR THE LOVE OF GOD, MAKE SURE YOU GET A CASE # OR REFERENCE # SO YOU CAN CALL BACK AND CHECK. Did this today using 855-730-0325. Is there another ETF process that you need help in understanding? Great walk-through. This includes Dividend Statements and Holding Statements. T wast painless. [Edit: something fishy is up on the phone number I gave earlier. VGS share price: $96.58. Serving as a de facto repository of posts on Direct Registration of shares through GameStops official stock transfer agent, Computershare. Hm. When you buy shares, you also buy them through a marketplace. 228201_01ZDYC Computershare Limited ABN 71 005 485 825 1 AUSTRALIAN RETIREMENT FUND Complete this section if the Entity is an Australian Retirement Fund (including an Australian Self-Managed Superannuation Fund) where the registered securityholder is NOT a Financial Institution. We will walk you through the process one step at a time. In this blog, I will show you how you can find out your DTC code and transfer your stocks to your . Here are my updated instructions to save you the pain. For those looking to focus on income rather than capital growth, there is a range of high-yield ETFs on the market today that may be suitable. You can sign up to the DRIP via Investor Centre, our secure shareholder website. You can also notify us by secure email, letter or phone. By accepting all cookies, you agree to our use of cookies to deliver and maintain our services and site, improve the quality of Reddit, personalize Reddit content and advertising, and measure the effectiveness of advertising. Computershare is not only the largest share registry in Australia but also the world. While this seems like a pain in the ass, the more people who call, the smoother this will go. Regular Mail:Computershare - PO Box 505005, Louisville, KY 40233-5005 Overnight Mail:Computershare - 462 South 4th Street, Suite 1600, Louisville, KY 40202 Please note that in offering TOD registrations, Computershare is not providing, and does not intend to provide, any legal advice in relation to TOD registrations under applicable state laws. Exactly what I was looking for Vanguard where pretty vague on how to do this when I asked. All investing is subject to risk, including the possible loss of the money you invest. Print one of the forms below and post it to us to sign up for the Dividend Reinvestment Plan. Canada's own CDS ( The Canadian Depository for Securities Limited) has stated that the DTC advised them to split the shares rather than distribute new dividend shares. I am having extreme difficulty getting connected with a representative who knows what they're doing Called the other day and waited ~3 hours on hold, yet still wasn't connected to anyone other than people who thought I wanted to do an account transfer. It's worth noting however that as we are in a low-interest and low-yield environment, recent Vanguard research showed that investor portfolios built on a dividend-focused strategy would need to be 100 per cent allocated to equities to meet most income needs. This is the purpose of the W-8BEN-E form. Vanguard ETFs will only be issued to Authorised Participants that is persons who have - entered into an Authorised Participant agreement with Vanguard. That's if Computershare is the registrar of all the securities that you hold, which would be unlikely for a diversified portfolio. BRISTOL BS99 6ZZ. https://www-us.computershare.com/Investor/#Contact. The new shares are divided proportionately among the clients' accounts, in whole and fractional shares rounded to three decimal places. That sounds a lot like the three conversations I had for transfers that never went through, and not much like the conversation I had for the transfer that actually worked. An example of the ETF tax nightmare: Vanguard Australian Shares (VAS) In our research, one purchase of VAS shares, which paid just four dividends throughout the year morphed into 17 distribution and two capital gains components on the annual taxation statement. Sometimes, the SRN is called a Reference Number (without the "Security"). To initiate your paperwork transfer, you must: She said she had "conflicting information" but she would investigate. Check with the company currently holding your account to find out if it has any transfer fees or requirements. instructions how to enable JavaScript in your web browser, I have a mortgage serviced by Computershare, Offer your shareholders great service experience, Simplify share plan tax calculations for globally mobile employees with TaxConnect, Stay ahead of regulatory and market issues, Manage your primary servicing arrangement, Supporting your special servicing strategies, Improve portfolio performance with professional servicing, The Computershare Loan Services Charity Donations Fund, Aberdeen Diversified Income and Growth Trust Plc, Baillie Gifford European Growth Trust PLC, BlackRock Energy & Resources Income Trust plc, BlackRock Greater Europe Investment Trust, BlackRock Income & Growth Investment Trust, BlackRock Sustainable American Inv Trust Plc. ASX CODE: MANAGEMENT FEE: INDIRECT COSTS: VAS. Scan this QR code to download the app now. The price of an ETF will vary either side of its distribution date. High-yield ETFs are generally comprised of companies that have higher forecast dividends relative to other exchange-listed companies. Answers to common account transfer questions. No questions asked other than my personal info. Participation in the DRP is under the terms of the DRP rules, which are available below. EDIT 2: Another number that might help: 855-730-0325. Vanguard Investments Australia Ltd (ABN 72 072 881 086 / AFS Licence 227263) (VIA) is the product issuer and operator of Vanguard Personal Investor. In all fairness I've spoken to three different representatives now who have done it three different ways, and it's unclear which way works. this doesn't happen automatically with DRS transfers for some reason, for example, if they tell you it should take 3-5 business days, say, "If after 6 business days the transfer has still not occurred, how can I follow up on the specific form that has just been submitted? Our global footprint means we have the scale to maintain robust compliance, audit, risk, financial crime, disaster recovery and business continuity planning programs - offering peace of mind to our clients and their customers. I'll post a response when I hear back. Thanks! Vanguard Brokerage dividend reinvestment program. Creating an account is useful if you have multiple shareholdings with Computershare. Create an account to follow your favorite communities and start taking part in conversations. You will need to have your SRN or HIN (as applicable) and postcode handy. 0.10% p.a. With the Computershare Transfer Wizard, transferring your shares is easy. They're often used for cash you won't need for months or even years. 1996 - 2023 Computershare Limited. ComputerShare details: Investors holding Vanguard Managed Funds only - Tuesday 2 August 2022. You can view the dividend reinvestment status of the securities in your account online at vanguard.com or in the Holdings section of your regular Vanguard Brokerage statement. In this video I'll show you how to setup a Dividend Reinvestment Plan through Computershare and Link Market services. This is the best tutorial on Youtube showing you how to transfer your assets from an outside broker to Fidelity. They took all my information and will be sending me an email confirmation when the transfer starts. If we receive security certificates (from you or a third party) that haven't been endorsed, you can register them in street name by completing an Irrevocable Stock or Bond Power Form for each security issuer. Your email address will not be published. Important Legal Notice - Offer not to persons outside Australia If you were to have shares in ANZ, you would have a Computershare account which lists those holdings and the dividend instructions you want. It's worth noting that some ETFs may be more tax efficient than others. I just got off the phone with Vanguard. When asked what do you want to do, I said, "I'm calling to initiate a Direct Registration System transfer, or DRS transfer." However I didnt receive anything from Computershare and when I tried to register on their website, it says that they couldnt find me on their database. Corporate Overview. Access Issuer Online. The Computershare DRP is open to shareholders who have a registered address in Australia or New Zealand as at the record date for the relevant dividend. CUSIP: 36467W109. Not sure why the DRP enrolment wasnt obvious to find on Computershare. I asked if I would get a confirmation email when this takes place and he said no. All rights reserved. And help when you need it. GENERAL ADVICE WARNING How can I endorse and deposit security certificates? How long will it take to transfer my account to Vanguard? Schwab makes it easy to transfer your stocks, mutual funds, IRAs, and more. In the From and To drop down boxes, specify where the shares are currently held and where you want to transfer them to. The bulk of my shares are on Vanguard so glad to have this guide ! Digital transfers may take as little as 5 to 7 days. Im really hoping maybe more reps are being trained how to do it after what I imagine has been a big increase in requests since the momentum has picked up around it this week. A rollover is a way to move your retirement assets held in an employer plan, such as a 401(k) or 403(b). This is so that the correct withholding tax is applied based on your residency status. You should refer to the TMD of the product before making any investment decisions. Manage your share portfolio with confidence using the Computershare's Investor Centre (AU) app. World leaders in financial administration, instructions how to enable JavaScript in your web browser, Deliver your corporate actions with certainty, Understand what your investors are thinking, Offer your securityholders a great service experience, Stay ahead of regulatory and market issues, Communicate effectively with your employees. VAI and VNTC are subsidiaries of The Vanguard Group, Inc., and affiliates of Vanguard Marketing Corporation. Press question mark to learn the rest of the keyboard shortcuts. If you have not requested this service, you can set it up by calling us at800-992-8327Monday through Friday from 8 a.m. to 8 p.m., Eastern time, or by accessing your account on vanguard.com. So I got bounced around a bit but was finally connected to a delightful person named Mark who was stoked to help me register my shares. Strange considering how big Vanguard is. Wherever you live, these departments play the role of the Car Registry for that particular state. Any general advice is provided by VIA. Certificates of deposit, better known as "CDs," are typically low-risk investments offered by banks, savings and loan associations, and credit unions. Note: If you are an "affiliate" or "insider," you should consider consulting with your personal legal adviser before enrolling in this program. You will need to log in to the Computershare registry to enroll in the Vanguard Dividend Reinvestment Plan (DRP). Virtually all the stocks, closed-end mutual funds, and ETFs you hold through your account are held in street name. Before you make any financial decision regarding the product, you should seek professional advice from a suitably qualified adviser. This is a routine practice that allows trading to take place in a matter of minutes. I just transferred and specifically asked for a transaction or reference number and he said there isnt one because it has to be approved by the transfer department in 1-2 days. Reddit and its partners use cookies and similar technologies to provide you with a better experience. How to endorse your stock and bond certificates. In the same way you may receive income (known as dividends) from individual investments within a portfolio, an ETF receives income . Some transfers can take 4 to 6 weeks, but your wait could be shorter. The fee is charged to all transactions. Much appreciated. No long forms. Still have more questions about how to transfer your assets to Vanguard? Applications from outside Australia will not be accepted. Thank you for your thoughtful article. Any idea what the very specific instructions were or how I could access them? You can transfer between like account typessuch as an individual account to an individual accountor unlike account typessuch as an individual account to a joint account. To her credit, she dug around (probably asked people around her) and came back with what we know: our broker initiates the transfer and no account exists until you initiate (or buy stocks via CS). That should be all you need to know. A distribution is the share of income an investor receives from their ETF or managed fund. The DRP will apply to this dividend. If you sell the entire position two days or more before the dividend-payable date, your distribution will be paid in cash. It's pretty easy for them to find, but if they ask you for it it's 36467W109, Specify and confirm that it is an OUTBOUND transfer. You can follow your transfer's progress online via the "Track Your Transfer" link on your Account Details page. To modify or cancel any or all of your reinvestment instructions you can do so online on vanguard.com under the My Accounts, Account Information, Profile & Settings link. See below: Ticker: GME. No discount will apply to the DRP price. Next, the Onboarding person. For the avoidance of doubt, these products are not intended to be sold to US Persons as defined under Regulation S of the US federal securities laws. However, only whole shares will transfer. What types of accounts can I transfer online? Once you own the car the place that you bought it from has no further interest in you. Vanguard FTSE Emerging Markets Shares ETF (VGE) is an exchange traded fund seeking to track the return of the FTSE Emerging Markets Shares ETF in Australian dollars, before taking into account fees, expenses and tax. Certain mutual funds and other investment products offered exclusively by your current firm. It was painless. With a rollover, you can choose to move your assets to another employer plan, or to an individual retirement account (IRA). DRP elections for this dividend must be received by 5 pm AEDT on 23 February 2023. Computershare sold the fractional DRIP share, charged a $20-$25 fee for brokering the sale and sent me a check by mail for the net amount. A Medallion signature guarantee is a type of legally binding endorsement that ensures that your signature is genuine, and that the financial company issuing the guarantee accepts liability for any forgery. I used this post as a guide and the OP is absolutely correct. Finally the "Outbound DRS Transfer" request was submitted. You can also call us at 800-992-8327 to request this form. PIFORMTFN 061021 Page 1 of 2 Vanguard Investor Funds Tax File Number notification form Questions? 5. Remember, the value of any investment can go down as well as up. VBS' sweep program automatically transfers (sweeps) any uninvested funds, such as new deposits or the proceeds from securities transactions, into a money market fund or bank product sweep option. Or you can manually enter your account number. In January 2013, Computershare Limited announced that it had introduced a Dividend Reinvestment Plan (DRP) which provides shareholders with the opportunity to reinvest all or part of their dividends in additional Computershare shares, free of brokerage and other transaction costs. I'm hoping this starts to change if more people call in asking about it, because it's been so difficult to figure out. To Vanguard's credit, they listened to me and did some digging. Where do I enter my password? Your details are not registered with the place where you bought the car. As part of this process, well gather some personal and employment information. Annual investor statements issued - Monday 12 September 2022. It is for educational purposes only and does not constitute formal financial advice. **If someone could cross-post this on r/superstonk or any of the other relevant subs, I'd appreciate it. Now on to how to register your shares with a share registry. In turn these correspond to 10 items on an individual tax return. You seem to be right about the number for ComputerShare. You will be required to enter the password only after Computershare authenticates your account. 14000 Employees. Enter in how many units you wish to purchase. Certificates of deposit (CDs) held in a brokerage account. If paperwork is required, the transfer may take longer. I'll also cover some FAQs you might hav. 8 a.m. to 8 p.m., Eastern time. Otherwise a withholding tax of 46.5% may be deducted . I called this Vanguard number: XXXXXXXX (edit: It dawn on me that you should NOT use any number you see on the internet. You'll need to provide: Name and Address; You Vanguard Account; Your SIN or Tax Number; The ticker (GME), CUSIP . All investing is subject to risk, including the possible loss of the money you invest. It stops double taxation so you don't pay tax twice in two countries. All eligible distributions paid by the securities you designate must be reinvested. Access your information securely online, where and when you need to. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. Talk with an experienced investment professional. How long did you wait before you receive your introductory letter? Then go ahead and click on My Portfolio over on the right hand side: Select the Reinvestment Plans option: Select the share holding that you want to set up the dividend reinvestment plan for: Then choose Amend from the Select Action drop down box: On this screen you can choose your participation level. Walmart's transfer agent is Computershare and can be contacted globally at 1-800-438-6278. After your transfer is complete, you can invest in a wide selection of products including ETFs (exchange-traded funds), mutual funds, stocks, bonds, and other securities. For individual and joint accounts, the W-8BEN form can be completed online via Computershare. After you have purchased your ETF go ahead and follow the instructions in your welcome letter to register an account with the relevant share registry. The DRP pricing period for this dividend will be from 27 February 2023 to 10 March 2023 (inclusive). The Trustee has contracted with VIA to provide some services for Vanguard Super. A summary of how the DRP operates is set out in the Frequently Asked Questions, also available below. 2. Excellent walkthrough to set the things right for someone like me who is new with both Vanguard and Computershare. Some stocks purchased through Computershare may have an initial setup to participate. FedEx's transfer agent, Computershare, sponsors and administers the Computershare Investment Plan for FedEx Corporation Common Stock. Press J to jump to the feed. Australian shares ETFs are among the most popular ETFs in Australia and are therefore extremely price . Ive sent shares from TD and fidelity but was dragging on Vanguard because I didnt know how to do it. I am a bot and I swapp'd some of thy words with Shakespeare words. How much will it cost to transfer my account? A copy of the Target Market Determinations (TMD) for Vanguard's financial products can be obtained on our website free of charge, which includes a description of who the financial product is appropriate for. I made sure to say that I wanted to transfer the shares to GameStops "transfer agent" ComputerShare and they are not another broker. Computershare Investor Services PLC. But if you register them in street name, even though the name on the certificate is not yours, you're still the real owner and have all the rights associated with that ownership. Annual reports. Uniform Gifts/Transfers to Minors Act (UGMA/UTMA) accounts. There are very few if any Vanguard guides to DRS and tons of Fidelity ones. I said "Asset Management." Reddit and its partners use cookies and similar technologies to provide you with a better experience. My rep seemed to know what to do. Please enter your Computershare ID and . Please note: this will take you to one of our external sites, Manage your shares, update your details, and more, Access your share register or employee plan reports. This plan offers direct stock purchase and dividend reinvestment options and is available to current FedEx stockholders as well as new investors. Not sure why they claim the number is for GME specifically but it is the same number listed here under contact information for a specific company. https://www-us.computershare.com/Investor/#Contact. At Vanguard, settlement fund refers to the sweep program option used to pay for and receive proceeds from trades. You can move your assets held at another financial firm to Vanguard using our simple and clear online process. Computershare to determine if there are any limitations applicable to your particular sale request. Thank you so much for this!!! As a final step, youll review your transfer details for accuracy, and accept Vanguards terms and conditions. Under street-name registration, the securities are owned by the brokerage customer but are registered in a brokerage's or clearing agent's name for easy transfer and protection against loss or theft. Press question mark to learn the rest of the keyboard shortcuts. Under Move an account or assets to Vanguard, choose Start your transfer or rollover. Your address and contact details are registered with the car registry. If, however, you sell an entire position within the two-day time frame of the security's payable date, the dividend may be reinvested, resulting in additional shares. You can access our Investor Directed Portfolio Service (IDPS) Guide, Product Disclosure Statements (PDS), Prospectus and TMD at vanguard.com.au and Vanguard Super SaveSmart and TMD at vanguard.com.au/super or by calling 1300 655 101. Reading from the script, he acknowledged that some brokers may be unfamiliar with the process and if that is the case they can contact ComputerShare directly for help. Investors holding Vanguard Managed funds and/or ETFs and/or Direct Shares - Thursday 18 August 2022. If you chose this option when you completed your application for a Vanguard Brokerage Account, the following terms apply. Im digging around but it could be a scam number. Thanks for the help! Do not ignore this letter!if(typeof ez_ad_units != 'undefined'){ez_ad_units.push([[300,250],'etfbloke_com-medrectangle-3','ezslot_1',102,'0','0'])};__ez_fad_position('div-gpt-ad-etfbloke_com-medrectangle-3-0'); If you plan on registering for the Vanguard Dividend Reinvestment Plan (or Betashares, or Blackrock whichever company is offering the ETF you just bought!) W e are a global leader in transfer agency, employee equity plans, mortgage servicing, proxy solicitation, stakeholder communicatio ns, and other diversified financial and governance services. Vanguard Brokerage Services may make a security eligible or ineligible for automatic reinvestment without prior notification to shareholders. As we progressed she said I needed a ComputerShare account first but I told her that CS worked differently. If youre new to Vanguard, select Open a new account for this transfer. I say this because despite the confidence on the part of the rep I talked to at the time of the post, nothing has gone through in the full four weeks since that call and it's incredibly difficult to follow up on. Range: 1 mth | 3 mths | 6 mths | 1 yr | 2 yrs | 5 yrs | 10 yrs. I just sent them a message after searching the website for a loooong time. You will not receive an interim confirmation. That led some people to consolidate to a single account, which is the company-preferred arrangement. If youre new to Vanguard, youll need to open an account, which you can do within the transfer process. You should consider your objectives, financial situation or needs, and the disclosure documents for the product before making any investment decision. I finally took the plunge and bought some VAS ETF on SW. All rights reserved. Investors should consider the Product Disclosure Statement in deciding whether . Of these, about 2,400 carry no load and no transaction fee. p { Didst this the present day using 855-730-0325. Selling these subsequent shares will require another sell order, which will incur additional commission charges. The two leading share registries are: For all you Vanguard buyers, the Vanguard share registry is Computershare. I wasnt asked for CUSIP number or Computershare DTC number, only my info. You can follow your transfers progress online via the Track Your Transfer link on your Account Details page. Let's get started:-----For some of these DRS, you'll need a few details like ComputerShare address, etc. ), ComputerShare DTC number: 7807 (edit: Verify all numbers on your own! First, log in to Computershare. ]. In this example I will walk through registering for a DRP on Computershare. However, please note that any transfers between unlike account types may require paperwork. Using your Shareholder Reference Number (SRN) to register, select Dividend Plans and click amend to change your election choices. By purchasing VAS investors gain low cost, transparent access to a portfolio containing the 300 largest listed companies in Australia. Tips on some of the options: Share Registry e.g. The process should be as easy as described in other posts -- basically call, wait on hold a bit, confirm that you want to direct register with ComputerShare, and wait a couple days for it to go through. When I called the listed number (in the post), I said "Asset Management." They took all my information and will be sending me an email confirmation when the transfer starts. By definition, a dividend is a distribution of profits by a company to its shareholders and for many, is akin to income that is generated from their investments. Our global footprint means we have the scale to maintain robust compliance, audit, risk, financial crime, disaster recovery and business continuity planning programs offering peace of mind to our clients and their customers. It is for educational purposes only and does not constitute formal financial advice. The process of transferring your stocks or i. To make it clear I will give an example using something that people are more familiar with buying a car! Alternatively, if you wish to complete a DRP form please contact our share registry on 1300 307 613 (within Australia) or +61 3 9415 4222 (overseas). May still use certain cookies to ensure the proper functionality of our platform mths... Relative to other exchange-listed companies broker to Fidelity transfer some or all your! Proper functionality of our platform belated thanks to you play the role of the money you invest same buying... Eligible distributions paid by the distribution yield, and will be required to enter the password only Computershare. Personal information, such address details and bank instructions form Questions just sent them a message after searching the for... Cover some FAQs you might hav Computershare transfer Wizard, transferring your is... Is set out in the Frequently asked Questions, also available below technologies. Numbers on your own you hold through your account to follow your favorite communities and start taking part in..: 855-730-0325 DRP on Computershare using our simple and clear online process DTC code and transfer your to. - entered into an Authorised Participant agreement with Vanguard to ensure the proper functionality of our platform a... Vas investors gain low cost, transparent access to a single account, which will incur additional charges. And tons of Fidelity ones VNTC are subsidiaries of the car registry I used this post as a final,... Website for a DRP on Computershare registry is Computershare and Link Market services we will walk through registering a. Account is useful if you chose this option when you completed your application a. The Computershare & # x27 ; s transfer agent is Computershare your sale. Looking for Vanguard where pretty vague on how to setup a Dividend Reinvestment Plan Computershare. Have based on your own as a guide and the OP is absolutely.... The entire position two days or more before the dividend-payable date, mailing! There is a $ 25 minimum for this Dividend will be sending an! About the number for Computershare to set the things right for someone like me who is new both. ), Computershare, sponsors and administers the Computershare investment Plan for FedEx Corporation Common.... And postcode handy said `` Asset management. make any financial decision regarding the product making! You how to setup a Dividend Reinvestment Plan ( DRP ) ive sent shares from brokerages, if not,! Your address and contact details cost, transparent access to a portfolio the! Pay for and receive proceeds from trades March 2023 ( inclusive ) scam number. transfer or.... Dtc number, only my info will attempt to purchase the Reinvestment shares on the information I have on. Weeks, but your wait could be a scam vanguard to computershare. be a scam.! You live, these departments play the role of the money you invest from 27 February 2023 eligible paid... Quot ; request was submitted bank instructions correspond to 10 items on an individual return... And are therefore extremely price | 5 yrs | 10 yrs * * if someone could this... Subs, I will give an example using something that people are more familiar buying... For someone like me who is new with both Vanguard and Computershare decimal places and/or ETFs and/or Direct shares Thursday... Learn the rest of the car registry has any transfer fees or requirements sponsors... Your objectives, financial situation or needs, and ETFs you hold through your account are in! Otherwise a withholding tax is applied based on the payable date ineligible for automatic Reinvestment without notification! Of minutes | 3 mths | 1 yr | 2 yrs | 5 yrs | 10.... Completed forms should be sent to: the Registrar a message after searching the website for a loooong.... | 10 yrs to make it clear I will give an example something. Well as up some ETFs may be more tax efficient than others may a... More Questions about how to register your share portfolio with confidence using the &. Thursday 18 August 2022 meaning theres no buying or selling I wasnt asked for CUSIP number Computershare! Message after searching the website for a Vanguard Brokerage account within a portfolio containing the 300 largest listed companies Australia... Any idea what the very specific instructions were or how I could access them this. Their customer support number. you live, these departments play the role of forms. I said `` Asset management. paperwork transfer, you must: she I! Gamestops official stock transfer agent, Computershare, sponsors and administers the Computershare registry enroll! Account is useful if you chose this option when you buy shares, you also buy through... Eligible distributions paid by the securities you designate must be received by 5 pm AEDT on 23 February to! Or even years Vanguard Dividend Reinvestment Plan through Computershare and Link Market services can. This seems like a pain in the same way you may receive income ( known as dividends from... Aedt on 23 February 2023 to 10 March 2023 ( inclusive ) 1... Dividend will be required to enter the password only after Computershare authenticates your.! And Link Market services March 2023 ( inclusive ) is applied based on your account are in... Management. receives income divided proportionately among the clients ' accounts, in whole and shares. Your paperwork transfer, you should refer to the Computershare transfer Wizard, transferring your is... Etf will vary either side of its distribution date your assets from an broker. | 5 yrs | 5 yrs | 10 yrs your address and contact.! { Didst this the present day using 855-730-0325 clear online process stockholders as well as up SRN... Be less any management costs transfers progress online via the Track your transfer Link on your!... Before you make any financial decision regarding the product before making any investment decision so the. Selling these subsequent shares will require another sell order, which are available below can follow your favorite and. Professional advice from a suitably qualified adviser a guide and the OP absolutely... Your own agent pulled up a set of very specific instructions for clients transferring shares from and! At Vanguard, choose start your transfer details for accuracy, and there is a routine practice that allows to. Units you wish to purchase the Reinvestment shares on the phone number gave! Objectives, financial situation or needs, and affiliates of Vanguard Marketing.! Meaning they dont need to register your share holdings with a share.... She said I needed a Computershare account first but I told her that CS worked differently elections...: VAS DRS transfer & quot ; request was submitted here are my updated to. Dividend-Payable date, your distribution will be sending me an email confirmation when the transfer.! Transfer, you also buy them through a marketplace the phone number I gave earlier the leading. Rights reserved does not constitute formal financial advice at another financial firm to Vanguard, youll need to have guide... Is up on the information I have at the moment terms of the forms below and post it us. Around but it could be shorter on file with Vanguard receive from your ETF is by. And the disclosure documents for the product before making any investment decisions assets. An ETF will vary either side of its distribution date in whole and fractional rounded! Setup a Dividend Reinvestment options and is available to current FedEx stockholders as well as up now came across so. Click amend to change vanguard to computershare election choices this guide about 2,400 carry no load and no transaction FEE your portfolio... Of 2 Vanguard Investor funds tax file number notification form Questions not sure why the rules! To take place in a Brokerage account twice in two countries on all. On SW. all rights reserved of Vanguard Marketing Corporation Outbound DRS transfer quot... Email, letter or phone holding your account, letter or phone current FedEx stockholders as well up! Therefore extremely price the value of any investment decisions show you how to transfer my to..., settlement fund refers to the DRIP via Investor Centre ( AU ) app stock and! People who call, the W-8BEN form can be completed online via the Track your transfer or.! Subsequent shares will require another sell order, which you can find out if it has transfer! That particular state from an outside broker to Fidelity shares, you also buy them through a marketplace many. Are held in a Brokerage account but I told her that CS worked differently Dividend... Sale request people are more familiar with buying a car 3 mths | 1 yr | 2 yrs | yrs! While this seems like a pain in vanguard to computershare DRP operates is set out in the Frequently asked Questions, available... To Authorised Participants that is persons who have - entered into an Authorised Participant agreement with Vanguard all of! It cost to transfer your stocks, closed-end mutual funds, and accept Vanguards terms and conditions the more who... Buy shares, you need help in understanding meaning theres no buying or selling currently holding your account easy! And bank instructions details into your Computershare login details more Questions about to! All completed forms should be sent to: the Registrar and VNTC are of. And postcode handy access them into your Computershare login details takes place and he said no will to... Plan through Computershare may have an initial setup to participate range: 1 mth | 3 |. Post as a de facto repository of posts on Direct Registration of shares through GameStops stock... Your objectives, financial situation or needs, and accept Vanguards terms and conditions in a matter minutes! - Thursday 18 August 2022 how many units you wish to purchase entire position two days or more the...