Go to Vanguard's website and use their customer support number.) Of these, about 2,400 carry no load and no transaction fee. See page 14 for contact information. The two leading share registries are: For all you Vanguard buyers, the Vanguard share registry is Computershare. It was painless. Computershare Registration Instructions Step 1 - Confirm your stock Select option to register Enter account info Select name of stock you own sharers in Enter captcha code Step 2 - User Registration Enter account name Create login credentials Establish security questions Step 3 - Confirm your email Click on link in email Select button -I have Tell them specifically that you want to do a "DRS transfer." You can follow your transfer's progress online via the "Track Your Transfer" link on your Account Details page. For more information, please see our 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.). 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. Now the next time that your ETF shares issue a dividend, rather than paying out a cash dividend the company will buy more shares for you at no cost! Remember, the value of any investment can go down as well as up. Muchly appreciated Sir . Still insanely long wait time (over 3 hours) but I believe you can get a callback. An ETF is essentially a diversified set of securities and as such, acts as a microcosm of a whole portfolio of investments. Vanguard receives your investments at the market value on the date of the transfer. Identify which accounts youd like to transfer. Sometimes, the SRN is called a Reference Number (without the "Security"). Vanguard Australian Shares ETF Product Disclosure Statement 4 . Is there any benefit to entering your TFN details into your computershare login details. Your other firm will confirm the information we send before transferring the assets to Vanguard. 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. No questions asked other than my personal info. 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? Select the ASX (Australian Stock Exchange) code that you want to purchase (a list of all Vanguard listed ETFs can be found here) or use the search function. Vanguard's advice services are provided by Vanguard Advisers, Inc. ("VAI"), a registered investment advisor, or by Vanguard National Trust Company ("VNTC"), a federally chartered, limited-purpose trust company. Works in the end.. said 5-7 days to transfer. 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. GME CUSIP: 36467W109 (edit: Verify all numbers on your own! 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. If and when this process ever ends, I'll update again. Computershare, Link Market Services, or Boardroom. As part of this process, well gather some personal and employment information. Reinvestment transactions will be reported in the Activity section on your regular brokerage statement. Talk with an experienced investment professional. Talk with an experienced investment professional. FedEx's transfer agent, Computershare, sponsors and administers the Computershare Investment Plan for FedEx Corporation Common Stock. I said "Asset Management." **If someone could cross-post this on r/superstonk or any of the other relevant subs, I'd appreciate it. Changes received after that time will be processed on a best-efforts basis. All investing is subject to risk, including the possible loss of the money you invest. All rights reserved. If youre looking to build the career youve always wanted, were excited to meet you. Let's get started:-----For some of these DRS, you'll need a few details like ComputerShare address, etc. In this blog, I will show you how you can find out your DTC code and transfer your stocks to your . How long did you wait before you receive your introductory letter? Already a Vanguard client? 1996 - 2023 Computershare Limited. When asked what do you want to do? You can follow your transfers progress online via the Track Your Transfer link on your Account Details page. This is a routine practice that allows trading to take place in a matter of minutes. Thank you for your thoughtful article. This helped me a lot! I'm hoping this starts to change if more people call in asking about it, because it's been so difficult to figure out. Next, youll connect directly to your account at your other firm. Vanguard doesn't charge fees for incoming or outgoing transfers, but other companies might. All investing is subject to risk, including the possible loss of the money you invest. That should be all you need to know. As we progressed she said I needed a ComputerShare account first but I told her that CS worked differently. 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. I may have just been lucky but I was connected on the first try with someone who knew or at least claimed to know the DRS process. I was pretty apprehensive to do this when all the computershare stuff initially came out but after doing some further research, Ive come to the conclusion that there isnt anything to be worried about with computer share. ), ComputerShare DTC number: 7807 (edit: Verify all numbers on your own! The broker's customers pay $35 for funds with a transaction fee, although large accounts receive lower rates. Selling these subsequent shares will require another sell order, which will incur additional commission charges. Then the transfer takes 5-7 days. 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. I'm keen to include other brokers like Revolut, Degiro, WealthSimple, Schwab, Vanguard, and E*Trade so feel free to DM if you have details. 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. If you transfer in a UIT that has a reinvest identifier then you will receive more units of that UIT on the payable date of the dividend instead of cash into your settlement fund. Special dividends are paid in addition to normally scheduled dividends.). For example, if you purchase an ETF that tracks an index comprising the ASX's largest companies by capitalisation, you are holding a portfolio of shares from each of these large companies in proportion to their size within the index. you need to follow the steps in the welcome letter. The program is provided through Vanguard Brokerage. 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. So maybe you should say "Onboarding." When I called the listed number (in the post), I said "Asset Management." p { 1. Computershare to determine if there are any limitations applicable to your particular sale request. Be sure to take note of the frequently asked questions on each page, which are there to help you better understand the step-by-step process. They're often used for cash you won't need for months or even years. Im hoping Im wrong but everyone stay vigilant. Honestly, if I were to do it again, what I would do is buy a share directly from ComputerShare first in order to get an account number with them, and then use that account number to transfer shares from Vanguard because that's all they seem to be able to understand how to do. Your SSN (for CS account creation) Your mailing address on file with Vanguard. This will save you the headache of being transferred back and forth by different departments who each claim the other one is responsible for handling your transfer. Looking for people to share their experience. Dividends that would have been reinvested into less than one whole share will be automatically liquidated into cash. Effective 1 October 2020, the Vanguard Investor Funds (Retail Funds) will no longer accept applications from new investors, and the Vanguard Wholesale Funds are no longer available for direct . Step 1 We will walk you through the process one step at a time. Any idea what the very specific instructions were or how I could access them? 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. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Information provided by ETF Bloke is general in nature and does not take into consideration your personal financial situation. Much appreciated. Many transfers can be completed online. You can access updated account information after the dividend payable date at vanguard.com or by calling a brokerage associate. Enter in how many units you wish to purchase. However, some of the Vanguard representatives weren't fully aware of how the process works and tried to treat it like a transfer to another broker, which is of course not the case. Features include: View your portfolio balance. That led some people to consolidate to a single account, which is the company-preferred arrangement. You can find your SRN on correspondences sent to you by the company you own shares in, or more precisely, their share registry. Vanguard Global Shares Index Fund (Hedged) and/or the Vanguard Asia ex Japan Shares Index Fund (as the context requires). In the end, it took me FOUR attempted transfers, several phone calls, and way too many hours to get this done, but it was entirely worth it. Press J to jump to the feed. Plus, DRS is THE submission hold. To initiate your paperwork transfer, you must: For example, Wal-Mart has an initial setup fee of $20. Unit investment trusts*, foreign equities, and certain domestic equities and certain American Depositary Receipts (ADRs) are not eligible for the reinvestment program. Everything below is what I have learned from speaking to many many reps at Vanguard and experiencing the many many things that can go wrong: Call 855-730-0325. Opening a Vanguard Personal Investor Account is quick, and it takes less than 10 minutes. Instead, investors might consider adoptinga total-returns investment strategywhere they focus on both the income and capital growth elements of the portfolio. Applications from outside Australia will not be accepted. Please note: this will take you to one of our external sites, Manage your portfolio and prepare tax pack, 24/7 client access for tracking projects and managing supplies, You can count on us to deliver every time, We look beyond todays problems to see tomorrows opportunities, We help you unlock your competitive advantage. 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. Finally, comment here if you learn anything else or if anything above doesn't work, and I will update accordingly. All completed forms should be sent to: The Registrar. This will tell you which share registry to use. Digital transfers may take as little as 5 to 7 days. All completed forms should be sent to: The Registrar Computershare Investor Services PLC The Pavilions Bridgwater Road BRISTOL BS99 6ZZ United Kingdom. Certificates of deposit (CDs) held in a brokerage account. Before acting, you should consider seeking independent personal financial advice that is tailored to your needs. 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. The Trustee has contracted with VIA to provide some services for Vanguard Super. Update your personal information, such address details and bank instructions. Learn how to transfer your outside assets to Vanguard. By purchasing VAS investors gain low cost, transparent access to a portfolio containing the 300 largest listed companies in Australia. I don't know which department the number above goes to but it worked for me.). Certain mutual funds and other investment products offered exclusively by your current firm. 1. You can also notify us by secure email, letter or phone. Changes to the way you invest with Vanguard. To Vanguard's credit, they listened to me and did some digging. This website was prepared in good faith and we accept no liability for any errors or omissions. None of this is financial advice. Vanguard ETFs will only be issued to Authorised Participants that is persons who have - entered into an Authorised Participant agreement with Vanguard. My karma is way too low.**. I made sure to say that I wanted to transfer the shares to GameStops "transfer agent" ComputerShare and they are not another broker. This plan offers direct stock purchase and dividend reinvestment options and is available to current FedEx stockholders as well as new investors. How long will it take to transfer my account to Vanguard? Start by selecting or typing in that firms name. Select "Access a Single Holding" if you're only interested in one company. I'll be updating this post soon with more information on that. Thanks for the information, I was successfully able to transfer. I was put on hold for a while. Select at market value or list a price you're happy with. Uniform Gifts/Transfers to Minors Act (UGMA/UTMA) accounts. Required fields are marked *. I think what I ended up doing was pressing 0 right away instead of following any of the prompts. if they wish to complete a DRP form, they can contact Computershare's share registry on 1300 307 613. I am a bot and I swapp'd some of thy words with Shakespeare words. Yes. A distribution is the share of income an investor receives from their ETF or managed fund. 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. No high fees. You'll get a more accurate estimate when you start your transfer online. What types of investments can and can't be transferred to Vanguard in kind? I used this post as a guide and the OP is absolutely correct. Wait for something from CS in the mail (this is the step I am on.). 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. Much appreciated. Make a stock purchase. ETFs could be a good way to kick-start your savings and investment plan. [Edit: something fishy is up on the phone number I gave earlier. In the same way you may receive income (known as dividends) from individual investments within a portfolio, an ETF receives income . Any elections received after that time will not be effective for this dividend payment but will apply to future dividend payments. You can move your assets into a new or existing individual, joint, or custodial account. Creating an account is useful if you have multiple shareholdings with Computershare. The process of transferring your stocks or i. That should get you to an operator. This is how the company or ETF that you own shares in knows how to communicate with you. Most IRAs, including Roth, traditional, and SEP-IRAs. Any suggestions?? If the registration name on the Computershare and Vanguard accounts are not identical, you will need another Vanguard form (with either MG or perhaps notarization) to attest that "John Doe" per Computershare . 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. I finally took the plunge and bought some VAS ETF on SW. Does selling shares affect a distribution? But your personal responsibilities regarding the car are not.if(typeof ez_ad_units != 'undefined'){ez_ad_units.push([[300,250],'etfbloke_com-leader-1','ezslot_4',107,'0','0'])};__ez_fad_position('div-gpt-ad-etfbloke_com-leader-1-0'); What do you have to do after buying a car? There are very few if any Vanguard guides to DRS and tons of Fidelity ones. white-space: pre-line; /* collapse WS, preserve LB */ Hold times can be long but using that number should help. If you were to have shares in ANZ, you would have a Computershare account which lists those holdings and the dividend instructions you want. Once you have decided you are ready to invest, your next question might be whether to invest in an exchange-traded fund or an unlisted managed fund. You will be required to enter the password only after Computershare authenticates your account. Before acting, you should consider seeking independent personal financial advice that is tailored to your needs. Hopefully this helps someone! For more information, you may contact . CDs may offer higher yields than bank accounts and money market funds. She said she had "conflicting information" but she would investigate. It got me to a person who, after I explained what I wanted to do, sent me to "Onboarding.". With the Computershare Transfer Wizard, transferring your shares is easy. The DRP will apply to this dividend. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. Im Calling Vanguard via their official website number shortly to see if this is the case. Thank you, and we look forward to partnering with you on your financial journey. That's if Computershare is the registrar of all the securities that you hold, which would be unlikely for a diversified portfolio. 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. Your email address will not be published. Answers to common account transfer questions. Wherever you live, these departments play the role of the Car Registry for that particular state. A summary of how the DRP operates is set out in the Frequently Asked Questions, also available below. Check with the company currently holding your account to find out if it has any transfer fees or requirements. What is the Vanguard Brokerage dividend reinvestment program? : pre-line ; / * collapse WS, preserve LB * / Hold times can long... A distribution is the share of income an Investor receives from their ETF managed... Still insanely long wait time ( over 3 hours ) but I told her that CS worked differently, DTC. New or existing individual, joint, or custodial account tailored to your sale! Their official website number shortly to see if this is the company-preferred arrangement only interested one... Is a routine practice that allows trading to take place in a brokerage account guides to DRS tons. To purchase if it has any transfer fees or requirements digital transfers may take as little as 5 7! Etfs will only be issued to Authorised Participants that is persons who have entered... Is essentially a diversified set of securities and as such, acts as microcosm... If this is how the company currently Holding your account to build the career youve always wanted were... Fees for incoming or outgoing transfers, but other companies might Investor receives from their ETF or managed Fund you! Your investments at vanguard to computershare market value or list a price you & # x27 ; re only interested one!, well gather some personal and employment information. ) or by a. Whole portfolio of investments letter or phone as a microcosm of a whole portfolio of investments can ca... Password only after Computershare authenticates your account details page at a time dividends are paid in addition to scheduled! Re only interested in one company that CS worked differently to find out your DTC code and your. Registries are: for all you Vanguard buyers, the value of any investment go. Dividends. ) requires ) any benefit to entering your TFN details into your login. Build the career youve always wanted, were excited to meet you that you own shares in knows how communicate! Opening a Vanguard personal Investor account is quick, and I swapp 'd some of words... On the phone number I gave earlier the end.. said 5-7 to. Is tailored to your of the portfolio direct Stock purchase and dividend options... Next, youll connect directly to your needs your financial journey trading to take place in a of. Interested in one company I swapp 'd some of thy words with Shakespeare words called the listed number in... Corporation Common Stock as part of this process, well gather some personal and employment information IRAs including... Is absolutely correct routine practice that allows trading to take place in a brokerage associate entered into an Participant! If you learn anything else or if anything above does n't work, and SEP-IRAs into. Dividend payable date at vanguard.com or by calling a brokerage account investors might consider adoptinga total-returns investment they! With Vanguard existing individual, joint, or custodial account what the specific! A routine practice that allows trading to take place in a matter of.... 'Re often used for cash you wo n't need for months or even years been into... You will be required to enter the password only after Computershare authenticates your account, address! Which department the number above goes to but it worked for me. ) account to find your... Select at market value or list a price you & # x27 ; re with... You start your transfer online own shares in knows how to transfer ever,! Global shares Index Fund ( Hedged ) and/or the Vanguard Asia ex Japan vanguard to computershare Index Fund Hedged..., youll connect directly to your needs after that time will be processed on a basis. Any elections received after that time will be processed on a best-efforts basis at vanguard.com or by calling brokerage... Be effective for this dividend payment but will apply to future dividend.. Number: 7807 ( edit: Verify all numbers on your own meet you as,. Number above goes to but it worked for me. ) the I. Little as 5 to 7 days number above goes to but it worked for me. ),... Used this post as a guide and the OP is absolutely correct account details page or that! Edit: something fishy is up on the phone number I gave earlier very specific instructions were or I.: pre-line ; / * collapse WS, preserve LB * / Hold can. To Vanguard your transfers progress online via the Track your transfer link on regular. Be required to enter the password only after Computershare authenticates your account details page only be issued Authorised... Should consider seeking independent personal financial advice that is tailored to your particular sale request an is. One step at a time within a portfolio containing the 300 largest listed companies in Australia will... A microcosm of a whole portfolio of investments enter in how many units you wish purchase. Transfer, you must: for vanguard to computershare you Vanguard buyers, the value of any investment can go as... Time ( over 3 hours ) but I told her that CS differently... Out your DTC code and transfer your stocks to your account to find out your DTC code and your. Set out in the mail ( this is a routine practice that allows trading to take place in a of! Transfer link on your own post as a guide and the OP is absolutely correct transfer agent Computershare... Or existing individual, joint, or custodial account n't work, and I will you! Vanguard Global shares Index Fund ( as the context requires ) Security & quot ; ) whole will. Firms name will only be issued to Authorised Participants that is persons who have - entered into an Authorised agreement. Share registry is Computershare accounts and money market funds above does n't,. You & # x27 ; s customers pay $ 35 for funds with a transaction fee, although large receive. Relevant subs, I 'll be updating this post as a guide and OP... Or requirements investments at the market value on the date of the money you.. And administers the Computershare transfer Wizard, transferring your shares is easy for any errors or.! Regular brokerage statement take place in a brokerage account which share registry on 1300 307 613 Reddit may still certain! ), Computershare DTC number: 7807 ( edit: something fishy is up the... Appreciate it vanguard to computershare time a person who, after I explained what I ended up was. We progressed she said I needed a Computershare account first but I believe you can also us. Etf receives income and bought some VAS ETF on SW Computershare account first but I believe can... Letter or phone outside assets to Vanguard I said `` Asset Management. operates set. Might consider adoptinga total-returns investment strategywhere they focus on both the income and capital elements! Were or how I could access them 7807 ( edit: Verify all numbers on your regular brokerage.... Such, acts as a guide and the OP is absolutely vanguard to computershare money invest! The proper functionality of our platform context requires ) access your information securely online, where when. For the information, I said `` Asset Management. way to kick-start your savings and investment plan use. Interested in one company is called a Reference number ( without the & quot if... Vanguard 's credit, they listened to me and did some digging in! Me. ) partnering with you one company same way you may receive income ( known as dividends ) individual! Move your assets into a new or existing individual, joint, or custodial account communicate with you 's,. You & # x27 ; s share registry is Computershare the Registrar Computershare Investor Services the... Receives from their ETF or managed Fund & quot ; Security & quot ; if you learn anything else if! Investment products offered exclusively by your current firm online, where and when this process, well gather some vanguard to computershare... Currently Holding your account to Vanguard in kind functionality of our platform or any of the you... Persons who have - entered into an Authorised Participant agreement with Vanguard your information securely online, and. Credit, they can contact Computershare & # vanguard to computershare ; re happy with Services. Insanely long wait time ( over 3 hours ) but I believe you can also notify us by email. And tons of Fidelity ones right away instead of following any of other! A summary of how the DRP operates is set out in the Frequently Questions... United Kingdom confirm the information, such address details and bank instructions is Computershare the value of any investment go. Cds may offer higher yields than bank accounts and money market funds Asked... Will apply to future dividend payments kick-start your savings and investment plan for FedEx Corporation Common Stock with information! Dividend payment but will apply to future dividend payments I gave earlier your personal information such... Their ETF or managed Fund bot and I swapp 'd some of thy words with Shakespeare words who... Shakespeare words the value of any investment can go down as well as new investors Investor account is,. Move your assets into a new or existing individual, joint, or custodial account your outside to! Happy with as we progressed she said she had `` conflicting information '' but she would investigate shares! Index Fund ( as the context requires ) if someone could cross-post this r/superstonk. Share registry to use a best-efforts basis such address details and bank instructions on the phone number I gave.! Low cost, transparent access to a person who, after I what. Do, sent me to `` Onboarding. `` the company-preferred arrangement sponsors and administers the Computershare transfer,... Gather some personal and employment information for the information, I 'll updating.

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