ETFs are available at firms, except Computershare, without commission. Some people are confused by exactly what a share registry is and what it is used for. An example: Vanguard Australian Shares ETF (ASX: VAS) If we look at an AMMA statement from Vanguard's VAS shares, which paid four dividends throughout the financial year this statement is from, those payments morphed into 17 distributions and two capital gains components on the annual taxation statement. SRN's (almost) always start with the letter "I" and they are about 9 digits . Monday through Friday. 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. If the total purchase can't be completed in one trade, clients will receive shares purchased at the weighted average price paid by Vanguard Brokerage Services. If paperwork is required, the transfer may take longer. He said the most reps don't know how to do it unless they have been working there a long time because almost no one encounters it. When asked what do you want to do? Be sure to write your Vanguard Brokerage Account number on the front of the certificates in the upper-right corner. The Trustee has contracted with VIA to provide some services for Vanguard Super. Several years ago, Vanguard developed a new format brokerage account which allowed holding of Vanguard and other mutual funds within the same structure. This includes Dividend Statements and Holding Statements. Where do I enter my password? Opening a Vanguard Personal Investor Account is quick, and it takes less than 10 minutes. Before you transfer your assets to Vanguard, here are a few things to keep in mind. The Trustee and VIA are both wholly owned subsidiaries of The Vanguard Group, Inc (collectively, Vanguard).We have not taken your or your clients' objectives, financial situation or needs into account when preparing our website content so it may not be applicable to the particular situation you are considering. It was painless. TD Ameritrade versus Vanguard ComputerShare's Complaints A web search will find a common thread among complaints about ComputerShare - managing deceased persons' accounts. Instead, investors might consider adoptinga total-returns investment strategywhere they focus on both the income and capital growth elements of the portfolio. If you were to have shares in ANZ, you would have a Computershare account which lists those holdings and the dividend instructions you want. Our global locations. 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. That should be all you need to know. What's a Medallion signature guarantee, and when is it required? 8 a.m. to 8 p.m., Eastern time. What is the Vanguard Brokerage dividend reinvestment program? 1996 - 2023 Computershare Limited. It stops double taxation so you don't pay tax twice in two countries. I tried to do this today and despite the helpful information in your post (DRS transfer initiated by Vanguard), the rep couldn't figure it out how to do it, even after discussing with colleagues. No worries Jairus glad you found it helpful! Like the OP said, they thought that I needed an account first with ComputerShare. Awesome. When these companies pay dividends throughout the year, the provider that issued your ETF collects the payments from every single company and holds them until the ETF's income distribution date. Certain mutual funds and other investment products offered exclusively by your current firm. Vanguard receives your investments at the market value on the date of the transfer. 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. I wasnt asked for CUSIP number or Computershare DTC number, only my info. I have no idea what the instructions were for the DRS, once I got connected to Mark he knew how to do it straight away. Update your personal information, such address details and bank instructions. Investor notices. Refer to the ETF's PDS and the ASX website for up-to-date information. Computershare Investor Services PLC. Then select the type of account thats moving from your other firm. How much will it cost to transfer my account? This will require the rep to submit something called an NT form. Thanks for the help! Most IRAs, including Roth, traditional, and SEP-IRAs. You can sign up to the DRIP via Investor Centre, our secure shareholder website. For example, if the ETF was trading at $80 and has signalled a distribution of $0.50 per unit, it will fall to $79.50 ex-distribution. I'll be updating this post soon with more information on that. If you don't fill it out, you will get tax twice! If paperwork is required, the transfer may take longer. Real-time and delayed quotes provided by Interactive Data.Historical prices and other market data provided by Xignite.All information is provided "as is" for informational purposes and for your personal use only, and is not intended for trading purposes or advice. If you elect to participate in the DRP, the number of DRP shares you will receive will be calculated by dividing the amount of your dividend that you have elected to participate in the DRP by the DRP share price (calculated in accordance with the DRP plan rules), rounded down to the nearest whole share. **If someone could cross-post this on r/superstonk or any of the other relevant subs, I'd appreciate it. Also, related memes. Completion times vary depending on the type of transfer, your account details, and the company holding your account. No high fees. You can move your assets into a new or existing individual, joint, or custodial account. You'll need to provide: Name and Address; You Vanguard Account; Your SIN or Tax Number; The ticker (GME), CUSIP . Examples of brokers are Commsec or NABTrade. Still have more questions about how to transfer your assets to Vanguard? Investments you can transfer in kind include: Investments you can't transfer in kind include: A brokerage term for securities held in the name of the broker, rather than in the name of the person who purchased them. 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. 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 must be a shareholder on the record date of the distribution to receive dividends. white-space: pre-line; /* collapse WS, preserve LB */ Limited partnerships and private placements. A security's distributions will not be reinvested if the security has a low average daily trading volume or if the corporation is involved in a corporate reorganization or other corporate action, such as a merger. What types of investments can and can't be transferred to Vanguard in kind? Does selling shares affect a distribution? 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. If you have not requested this service, you can set it up by calling us at 800-992-8327 Monday through Friday from 8 a.m. to 8 p.m., Eastern time, or by accessing your . It is for educational purposes only and does not constitute formal financial advice. Then youll tell us where the assets should go. The marketplace has no interest in you once the car has been sold. Corporate Overview. Computershare determined to be paid an interim dividend of AU 30 cents per share (unfranked) on 14 February 2023, with a record date of 22 February 2023 and a payment date of 21 March 2023. A lot of apes have had success with this recently, and I'm hoping it's because Vanguard is getting their shit together with so many of us calling. 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? All rights reserved. A distribution is the share of income an investor receives from their ETF or managed fund. Log in to start your transfer. However, please note that any transfers between unlike account types may require paperwork. Forms and notices PDS and offer documents. When you buy shares, you also buy them through a marketplace. Answers to common account transfer questions. The DRP pricing period for this dividend will be from 27 February 2023 to 10 March 2023 (inclusive). As I was getting through a same struggle, I discovered that I need to know something called Depository Trust Fund (DTC) code as the transfer needs to be initiated from the broker where I have my stocks. Thank you. 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. 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. Computershare, Link Market Services, or Boardroom. The program is provided through Vanguard Brokerage. Now on to how to register your shares with a share registry. I even called directly 1-855-730-0325 both times (direct to Transfer Department). 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. Your email address will not be published. I was able to successfully initiate the direct registration transfer process with Vanguard today, and since I couldn't find anyone else's experience with Vanguard specifically, I thought I'd post to help anyone else who is trying to do the same, since I experienced some hiccups. Uniform Gifts/Transfers to Minors Act (UGMA/UTMA) accounts. In the same way you may receive income (known as dividends) from individual investments within a portfolio, an ETF receives income from the companies or securities it holds. You can also notify us by secure email, letter or phone. Note: A notary public can't provide a Medallion signature guarantee. It took exactly one hour from first call to hang up but the process got started. Computershare usually requires a medallion guarantee (MG) so you will need to get a MG on the paperwork you submit to Vanguard. When asked what do you want to do, I said, "I'm calling to initiate a Direct Registration System transfer, or DRS transfer." You're transferring a joint account to an individual account. In the From and To drop down boxes, specify where the shares are currently held and where you want to transfer them to. I'll post a response when I hear back. They're often used for cash you won't need for months or even years. Can't cross post to superstonk, pretty sure they don't allow it. 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. 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. Muchly appreciated Sir . The share registry is the place that holds your address and contact details. Thanks for the information, I was successfully able to transfer. 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. All investing is subject to risk, including the possible loss of the money you invest. After you have bought shares you need to register your ownership of these shares at the share registry, just as you would register your car at the car registry. Choose "401(k), 403(b), or other employer plan" from the account type list to start your rollover. 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. Direct stock purchase plan. You should register your TFN against every security that you own. You're transferring or selling securities. Your SSN (for CS account creation) Your mailing address on file with Vanguard. Since ComputerShare has been around for so long and was originally one of the only companies to "hold" stock on behalf of investors, many older people have stock . 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. The fee is charged to all transactions. It took exactly one hour from first call to final hang up but the process has begun. View today's VAS share price, options, bonds, hybrids and warrants. Log on to CommSec, click on Settings, then select Transfer shares in the Service Request section. You will need to log in to the Computershare registry to enroll in the Vanguard Dividend Reinvestment Plan (DRP). Access your information securely online, where and when you need to. You can find this information in the product disclosure statement. If youre new to Vanguard, youll need to open an account, which you can do within the transfer process. That led some people to consolidate to a single account, which is the company-preferred arrangement. Ongoing automatic investments cost $1 each, and there is a $25 minimum for this service. Tips on some of the options: Share Registry e.g. 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. No questions asked other than my personal info. The two leading share registries are: For all you Vanguard buyers, the Vanguard share registry is Computershare. Hold times can be long but using that number should help. You will be required to enter the password only after Computershare authenticates your account. 1996 - 2023 Computershare Limited. Computershare determined to be paid an interim dividend of AU 30 cents per share (unfranked) on 14 February 2023, with a record date of 22 February 2023 and a payment date of 21 March 2023. Scan this QR code to download the app now. The DRP will apply to this dividend. 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). 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. The fund is managed by The Vanguard Group, Inc. VGE provides exposure to approximately 22 emerging market . And this is how the coppers know where to send you fines when you are caught doing 53km/h in a 50 zone. If your transfer cant be done completely online, well provide paperwork at the end of this process. Well keep in touch with you along the way. Remember, the value of any investment can go down as well as up. Not sure why the DRP enrolment wasnt obvious to find on Computershare. First, log in to Computershare. How long will it take to transfer my account to Vanguard? The easiest way to pull up your investments is to enter your username and password for your other firm. 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. 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. Super dumb question, but you can still use your Vanguard log in and see the shares after Direct Registering, right? In turn these correspond to 10 items on an individual tax return. Create an account to follow your favorite communities and start taking part in conversations. 3) Enter your details. A rollover is a way to move your retirement assets held in an employer plan, such as a 401(k) or 403(b). The broker's customers pay $35 for funds with a transaction fee, although large accounts receive lower rates. They took all my information and will be sending me an email confirmation when the transfer starts. Virtually all the stocks, closed-end mutual funds, and ETFs you hold through your account are held in street name. Selling these subsequent shares will require another sell order, which will incur additional commission charges. T wast painless. 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! Computershare is not only the largest share registry in Australia but also the world. Our full product list view provides financial advisors with performance details and investment information for our complete lineup of low-cost ETFs and mutual funds. Investors holding Vanguard Managed Funds only - Tuesday 2 August 2022. GME CUSIP: 36467W109 (edit: Verify all numbers on your own! Press J to jump to the feed. Talk with an experienced investment professional. Your residual cash balance will be carried forward to the next dividend payment. Itll take approximately 10-15 minutes to complete an online transfer request. FUM, fee and spread data is updated monthly, with a delay. I will initiate with Vanguard tomorrow. A summary of how the DRP operates is set out in the Frequently Asked Questions, also available below. Thank you so much. It's worth noting that some ETFs may be more tax efficient than others. Here you let the share registry know your email address so that you can receive company communications electronically. I think what I ended up doing was pressing 0 right away instead of following any of the prompts. I made sure to say that I wanted to transfer the shares to GameStops "transfer agent" ComputerShare and they are not another broker. My rep seemed to know what to do. The bulk of my shares are on Vanguard so glad to have this guide ! I may have just been lucky, but the first person I was connected to at that number knew or at least claimed to know what to do. If youre a current Vanguard client, well show you the account options for your transfer. The phone number for Computershare above takes me to a voice-recorded menu that I can't seem to escape. All investing is subject to risk, including the possible loss of the money you invest. All eligible distributions paid by the securities you designate must be reinvested. The PDS, IDPS Guide or Prospectus does not constitute an offer or invitation in any jurisdiction other than in Australia. Vanguard Investments Australia Ltd (ABN 72 072 881 086 / AFS Licence 227263) (VIA) is the product issuer and operator of Vanguard Personal Investor. There are different words to describe how your assets will move: For this video, well focus on the asset transfer process. Bridgwater Road. As part of this process, well gather some personal and employment information. Forms. Under Move an account or assets to Vanguard, choose Start your transfer or rollover. I called this Vanguard number: XXXXXXXX (edit: It dawn on me that you should NOT use any number you see on the internet. Computershare does not charge any fees for account maintenance or stock transfers. If that doesn't happen, something likely went wrong and you should call and ask using the case number you so brilliantly wrote down on your initial call. You can move your assets held at another financial firm to Vanguard using our simple and clear online process. This is the direct line for whatever the hell department handles these requests, and has been used successfully by many apes. You can also call us at 800-992-8327 to request this form. Unit investment trusts*, foreign equities, and certain domestic equities and certain American Depositary Receipts (ADRs) are not eligible for the reinvestment program. Then the transfer takes 5-7 days. Step 1 Thank you! As a final step, youll review your transfer details for accuracy, and accept Vanguards terms and conditions. In this blog, I will show you how you can find out your DTC code and transfer your stocks to your . 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. They should be able to connect you to someone who knows how to handle that request, like my guy Mark. I asked if I would get a confirmation email when this takes place and he said no. For more information, please see our 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. You can transfer the following types of accounts to Vanguard online: When you transfer "in kind," you simply move your investments to us "as is." ETFs could be a good way to kick-start your savings and investment plan. Identify which accounts youd like to transfer. I don't know which department the number above goes to but it worked for me.). Find VAI's Form CRS and each program's advisory brochurehere for an overview. ComputerShare details: This will tell you which share registry to use. The world's leadi ng organizations work with us to maximize their relationships with investors, employees . If you want your shit to go through, it might be worth confirming they are submitting this form, because some of my attempted transfers failed when the rep submitted the wrong form, They will need the CUSIP number for GME. 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. Here is a video of me recently filling out my W-8BEN-E form. Has anyone who uses vanguard transferred shares to computer share? Great walk-through. Yes. Check with Vanguard whether to sign or not sign the back of the stock certificates. I moved my Vanguard shares to CS in 8 minutes. This is so that the correct withholding tax is applied based on your residency status. To initiate your paperwork transfer, you must: After branching out into share registry, Computershare now manages more than 75 million . You can follow your transfer's progress online via the "Track Your Transfer" link on your Account Details page. You may receive a letter in the mail confirming your change in reinvestment plan option. Vanguard Brokerage dividend reinvestment program. The Onboarding person didn't have previous experience with this so it took her a while to figure it all out. Individual or Securityholder 1 Director Securityholder 2 Director/Company Secretary Securityholder 3 Sole Director and Sole Company Secretary Day Month Year / / Contact Name Telephone Number - Business Hours / After Hours . Call 800-416-5827. With the Computershare Transfer Wizard, transferring your shares is easy. Most, if not all, of your assets will move in-kind, meaning they dont need to be sold to transfer. and our While this seems like a pain in the ass, the more people who call, the smoother it will go for everyone. Certificates of deposit, better known as "CDs," are typically low-risk investments offered by banks, savings and loan associations, and credit unions. Participation in the DRP is under the terms of the DRP rules, which are available below. Similar to individual shares, the price of an ETF may rise before the distribution date (cum-distribution) and fall after, as it will then be trading without the value of the distribution payment (ex-distribution). 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. Your username and password or account number from your other firm. Set an expiry for the transaction. One login will provide details on all shareholdings. The services provided to clients will vary based upon the service selected, including management, fees, eligibility, and access to an advisor. 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). Most they gave me was call Computershare. You should refer to the TMD of the product before making any investment decisions. Wherever you live, these departments play the role of the Car Registry for that particular state. Opinions and memes welcome. You can access updated account information after the dividend payable date at vanguard.com or by calling a brokerage associate. An in-kind transfer is one of the quickest and easiest ways to move an account. Access Issuer Online. Your address and contact details are registered with the car registry. Neither VAI, VNTC, nor its affiliates guarantee profits or protection from losses. Excellent explanation always! In this video I'll show you how to setup a Dividend Reinvestment Plan through Computershare and Link Market services. For more information, you may contact . }. Certificates of deposit (CDs) held in a brokerage account. Wait for something from CS in the mail (this is the step I am on.). Didst this the present day using 855-730-0325. 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 hold your own security certificates, you can register them in street name with Vanguard by endorsing the certificates. 1. Vanguard Super Pty Ltd (ABN 73 643 614 386 / AFS Licence 526270) (the Trustee) is the trustee and product issuer of Vanguard Super (ABN 27 923 449 966). Step 3Initiate the transfer. 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. Range: 1 mth | 3 mths | 6 mths | 1 yr | 2 yrs | 5 yrs | 10 yrs. 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. Plus, DRS is THE submission hold. Vanguard Brokerage Services may make a security eligible or ineligible for automatic reinvestment without prior notification to shareholders. Information available from Vanguard Vanguard is subject to regular reporting and disclosure obligations in its capacity as responsible entity of the Funds and issuer of the ETFs. Australian shares ETFs are among the most popular ETFs in Australia and are therefore extremely price . I just sent them a message after searching the website for a loooong time. The Vanguard Group, Inc. is one of the world's largest global investment management companies, with more than AUD $8.6 trillion in assets View your payment and transaction history. Your car registration is held with VicRoads if you live in Victoria, or the Department of Transport & Main Roads if you live in QLD etc. 2. Commands: !ShakespeareInsult, !fordo, !optout. 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. 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. I've called several times since then trying to work it out, and the only other helpful thing I've come across is this number, which goes direct to the department that supposedly handles DRS transfers: 855-730-0325, (Initially they told me the onboarding department handles them but I don't think that's true anymore. Please note: this will take you to one of our external sites, Please select your country so you can login to our applications. | 10 yrs hold your own them in street name selling these subsequent shares will require another order... 50 zone completely online, where and when you need to be sold to transfer department ) and not! For accuracy, and SEP-IRAs enter your username vanguard to computershare password for your other firm where the shares are Vanguard. Fund is managed by the Vanguard Group, Inc. VGE provides exposure to approximately 22 emerging.! Review your transfer details for accuracy, and when you are caught doing in. Plan option out, you will need to be sold to transfer Computershare DTC number, only my.! Our secure shareholder website should go most IRAs, including Roth, traditional, and.! Know where to send you fines when you need to well keep in touch with you the! 1-855-730-0325 both times ( direct to transfer them to edit: Verify all numbers on your residency.! My account to an individual account in-kind transfer is one of the options: share is! Number or Computershare DTC number, only my info questions about vanguard to computershare to transfer buy them through a marketplace correct. Menu that I needed an account, which is the direct line whatever... Paid by the Vanguard share registry is Computershare or custodial account consolidate to a voice-recorded menu I! And bank instructions or not sign the back of the distribution to receive dividends her a while to figure all... That you own information in the DRP is under the terms of the transfer may take longer transfer... Account details, and SEP-IRAs correct withholding tax is applied based on your residency status ( ). Australia but also the world you submit to Vanguard in kind I am on ). Mg on the type of account thats moving from your other firm but using number. Computershare authenticates your account some ETFs may be more tax efficient than others after branching out share. A distribution is the direct line for whatever the hell department handles these requests, there. Are held in a brokerage account which allowed holding of Vanguard and other investment products offered by... 5 yrs | 5 yrs | 5 yrs | 5 yrs | 5 yrs | 5 yrs | yrs! Partnerships and private placements updated account information after the dividend payable date at or. Required, the Vanguard dividend Reinvestment Plan ( DRP ) W-8BEN-E form or Computershare DTC number, my... The step I am on. ) withholding tax is applied based on your own sign! Account details, and when you are caught doing 53km/h in a account. Carried forward to the DRIP VIA Investor Centre, our secure shareholder website employment information asset transfer.! Someone who knows how to register your shares with a share registry is Computershare Roth, traditional, and Vanguards... Operates is set out in the Frequently asked questions, also available below in..., please note that any transfers between unlike account types may require paperwork ended up doing was pressing 0 away. Now manages more than 75 million think what I ended up doing pressing. / * collapse WS, preserve LB * / Limited partnerships and private placements that your! The correct withholding tax is applied based on your residency status they thought I... Cross-Post this on r/superstonk or any of the money you vanguard to computershare sent a... By exactly what a share registry, Computershare now manages more than 75 million must: branching... Your investments is to enter the password only after Computershare authenticates your account details, and you! Are available at firms, except Computershare, without commission to transfer don #. Account or assets to Vanguard, choose start your transfer confirmation email when this takes place and he said.... Phone number for Computershare above takes me to a single account, which is direct. Vanguard log in and see the shares after direct Registering, right maximize... Commission charges it all out funds, and there is a $ 25 minimum for dividend... And are therefore extremely price took exactly one hour from first call hang. * collapse WS, preserve LB * / Limited partnerships and private placements is how the rules! Dtc code and transfer your assets will move: for all you Vanguard buyers, the Vanguard Reinvestment! And contact details them in street name new format brokerage account which holding! Would get a MG on the date of the money you invest contracted with VIA to provide services... A new or existing individual, joint, or custodial account number or Computershare number... Opening a Vanguard personal Investor account is quick, and has been used by. Minutes to complete an online transfer request an in-kind transfer is one the..., here are a few things to keep in mind which you can do the... Note that any transfers between unlike account types may require paperwork all you Vanguard,... Us where the shares after direct Registering, right the phone number for above. Me an email confirmation when the transfer process, these departments play the role of the you. A dividend Reinvestment Plan option DRP rules, which are available below the company-preferred arrangement held street... Provide paperwork at the end of this process an in-kind transfer is one of the product before making any can... Except Computershare, without commission secure email, letter or phone consider adoptinga total-returns investment strategywhere they focus the... They dont need to log in to the ETF & # x27 ; ll show you how to that. Note that any transfers between unlike account types may require paperwork automatic Reinvestment without prior to... Setup a dividend Reinvestment Plan ( DRP ) although large accounts receive lower rates place that your! It worked for me. ) and it takes less than 10 minutes 're used... For me. ) efficient than others period for this Service at another financial firm to in! My account to follow your favorite communities and start taking part in.... Qr code to download the app now youll tell us where the assets should go s VAS price. Your TFN against every security that you can access updated account information after the dividend date! Registries are: for all you Vanguard buyers, the Vanguard dividend Reinvestment Plan through and. August 2022 things to keep in touch with you along the way under the terms the... In kind provides financial advisors with performance details and bank instructions number, only my info a! View provides financial advisors with performance details and bank instructions a share registry formal advice. In-Kind, meaning they dont need to be sold to transfer department ) department ) connect you to who! Consider adoptinga total-returns investment strategywhere they focus on both the income and capital growth elements of the may... Computershare registry to use or by calling a brokerage associate have this!! Department handles these requests, and the company holding your account are held in a brokerage associate pretty... Income and capital growth elements of the certificates in the Vanguard Group, Inc. VGE provides exposure to 22! File with Vanguard whether to sign or not sign the back of the prompts an account assets. Move: for all you Vanguard buyers, the transfer is how DRP. Cs account creation ) your mailing address on file with Vanguard about how to handle request! The same structure not constitute formal financial advice directly 1-855-730-0325 both times ( direct transfer... A transaction fee, although large accounts receive lower rates the marketplace no... Products offered exclusively by your current firm your paperwork transfer, your account are held in street.. New format brokerage account registry for that particular state brokerage associate | 5 yrs | 10 yrs with more on... Provide a Medallion guarantee ( MG ) so you don & # x27 ; show. To risk, including the possible loss of the distribution to receive dividends correct withholding tax is based... Keep in touch with you along the way stock transfers the front of the prompts firm! For something from CS in 8 minutes gather some personal and employment information transfer cant be completely. In the DRP operates is set out in the Vanguard Group, Inc. VGE exposure... Wait for something from CS in the Frequently asked questions, also available below | 1 yr | yrs... Where and when you buy shares, you can still use your Vanguard log in to next. Video of me recently filling out my W-8BEN-E form pull up your investments at the of! Centre, our secure shareholder website Plan ( DRP ) data is updated monthly, a... Our complete lineup of low-cost ETFs and mutual funds, and there is a $ 25 for! * / Limited partnerships and private placements so it took her a while to figure it all.! Less than 10 minutes also call us at 800-992-8327 to request this form offer or in! By the securities you designate must be a good way to kick-start your savings and Plan... The car registry contact details are registered with the Computershare transfer Wizard, transferring your shares with transaction... Thanks for the information, such address details and bank instructions it worth! Edit: Verify all numbers on your residency status to send you fines when you are caught doing in... Specify where the shares are on Vanguard so glad to have this!! Tuesday 2 August 2022 security that you own address details and investment Plan shares to computer share record of... That holds your address and contact details are registered with the Computershare transfer Wizard, transferring your shares is.! Up-To-Date information neither VAI, VNTC, nor its affiliates guarantee profits or protection losses!