Computershare - Best ETFs. 2. 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. You can follow your transfers progress online via the Track Your Transfer link on your Account Details page. That should get you to an operator. This will require the rep to submit something called an NT form. 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. Participation is optional. Here are my updated instructions to save you the pain. Awesome. I called ComputerShare myself and the agent pulled up a set of very specific instructions for clients transferring shares from brokerages. You can also choose whether to transfer some or all of your assets. All completed forms should be sent to: The Registrar. After you purchase an ETF you will receive a welcome letter in the mail. 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. 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. If youre a current Vanguard client, well show you the account options for your transfer. 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. The car dealership explain was simple and easy to follow! 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. During registration the share registry is going to want you to provide some additional information regarding your share holdings: This is where you give the details of the bank account where you want any dividends you receive to be deposited. This means greatly elevating portfolio risk and may be unsuitable for many investors, particularly those close to or already in retirement. You may receive a letter in the mail confirming your change in reinvestment plan option. To make it clear I will give an example using something that people are more familiar with buying a car! FUM, fee and spread data is updated monthly, with a delay. Didnt even know about the registry! Press question mark to learn the rest of the keyboard shortcuts. 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. 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. Walmart's transfer agent is Computershare and can be contacted globally at 1-800-438-6278. That's if Computershare is the registrar of all the securities that you hold, which would be unlikely for a diversified portfolio. 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. SRN's (almost) always start with the letter "I" and they are about 9 digits . Remember, the value of any investment can go down as well as up. The phone number for Computershare above takes me to a voice-recorded menu that I can't seem to escape. Select at market value or list a price you're happy with. How long will it take to transfer my account to Vanguard? I'll also cover some FAQs you might hav. 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. Talk with an experienced investment professional. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. 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. An ETF is essentially a diversified set of securities and as such, acts as a microcosm of a whole portfolio of investments. Print one of the forms below and post it to us to sign up for the Dividend Reinvestment Plan. I wasnt asked for CUSIP number or Computershare DTC number, only my info. 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. 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. 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. Tips on some of the options: Share Registry e.g. You can also call us at 800-992-8327 to request this form. To save you the time and trouble, here are my takeaways: Call the onboarding department directly, as they are the ones who handle these requests. 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. 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. If you chose this option when you completed your application for a Vanguard Brokerage Account, the following terms apply. Range: 1 mth | 3 mths | 6 mths | 1 yr | 2 yrs | 5 yrs | 10 yrs. The SRN / HIN can be found on the most recent holding statement or share certificate. I am a bot and I swapp'd some of thy words with Shakespeare words. 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. They're often used for cash you won't need for months or even years. Next, youll connect directly to your account at your other firm. There are different words to describe how your assets will move: For this video, well focus on the asset transfer process. Limited partnerships and private placements. Start by selecting or typing in that firms name. Reddit and its partners use cookies and similar technologies to provide you with a better experience. 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. Sometimes, the SRN is called a Reference Number (without the "Security"). Unit investment trusts*, foreign equities, and certain domestic equities and certain American Depositary Receipts (ADRs) are not eligible for the reinvestment program. Information provided by ETF Bloke is general in nature and does not take into consideration your personal financial situation. Excellent walkthrough to set the things right for someone like me who is new with both Vanguard and Computershare. Certificates of deposit (CDs) held in a brokerage account. If you arent sure which registry the company you own is using, just wait until you receive the welcome letter. The process is the same when buying shares, you need to register your share holdings with a share registry. Bridgwater Road. If you hold your own security certificates, you can register them in street name with Vanguard by endorsing the certificates. 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. Important Legal Notice - Offer not to persons outside Australia Select "Access a Single Holding" if you're only interested in one company. High-yield ETFs are generally comprised of companies that have higher forecast dividends relative to other exchange-listed companies. You can move your assets into a new or existing individual, joint, or custodial account. The fund is managed by The Vanguard Group, Inc. VGE provides exposure to approximately 22 emerging market . 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? To Vanguard's credit, they listened to me and did some digging. 1. Just a hunch. Selling these subsequent shares will require another sell order, which will incur additional commission charges. 21 Countries. Most, if not all, of your assets will move in-kind, meaning they dont need to be sold to transfer. My best advice until I get more information: be very clear that you wish to do a DRS transfer and are willing to wait to be connected with someone who knows how to do it, if that is successful, get some sort of case number to follow up on. ComputerShare DTC number: 7807 (edit: Verify all numbers on your own!) If your transfer cant be processed electronically, well prefill any paperwork. The DRP pricing period for this dividend will be from 27 February 2023 to 10 March 2023 (inclusive). Instead, investors might consider adoptinga total-returns investment strategywhere they focus on both the income and capital growth elements of the portfolio. Much appreciated. For example, Wal-Mart has an initial setup fee of $20. 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. Print, sign, and mail the Vanguard transfer form along with an account statement from your other firm. ), Your mailing address on file with Vanguard. 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. The bulk of my shares are on Vanguard so glad to have this guide ! 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. CS will set up an account for you upon transferring, which they supposedly do by mail and might take awhile. The share registry is the place that holds your address and contact details. I have a sneaking suspicion that they can't locate the shares and employees are being told to stall and not complete DRS. 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. 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. Set an expiry for the transaction. Your brokerage might not be shown here if you use Computershare or company based broker. ETF share prices are updated using end of day data from the ASX. 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. It is for educational purposes only and does not constitute formal financial advice. There's no selling or buying involved and no tax consequences either. We will walk you through the process one step at a time. In the same way you may receive income (known as dividends) from individual investments within a portfolio, an ETF receives income . Next, the Onboarding person. Funds are swept out to pay for transactions. Using your Shareholder Reference Number (SRN) to register, select Dividend Plans and click amend to change your election choices. Corporate Overview. 1996 - 2023 Computershare Limited. I just now came across this so a very belated thanks to you. If you sell the entire position two days or more before the dividend-payable date, your distribution will be paid in cash. 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. Then youll tell us where the assets should go. My best guess is to call Vanguard again and see if they can find someone who knows the process. No discount will apply to the DRP price. The chart below shows the total return from an investment in the Vanguard Australian Shares Index ETF (VAS) over 10 years from the end of 2011 to the end of 2021. . However, please note that any transfers between unlike account types may require paperwork. I finally took the plunge and bought some VAS ETF on SW. Computershare's customer service was actually a more timely and more efficient exchange than Vanguard's. I hope this helps another ape be persistent. If paperwork is required, the transfer may take longer. This is the best tutorial on Youtube showing you how to transfer your assets from an outside broker to Fidelity. That should be all you need to know. Most account transfers are easy to do online. 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. The company was founded in 1978 as one of Melbourne's first start-up technology companies, initially providing computer services to businesses. The dividend reinvestment program is available for all Vanguard Brokerage Accounts except those that are subject to either backup or nonresident alien income tax withholding. This includes Dividend Statements and Holding Statements. 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. Before you transfer your assets to Vanguard, here are a few things to keep in mind. 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. To change dividend elections, we must receive the instructions at least two business days before the payable date for the changes to be effective with that distribution. Before you make any financial decision regarding the product, you should seek professional advice from a suitably qualified adviser. As we progressed she said I needed a ComputerShare account first but I told her that CS worked differently. Investor notices. If you chose this option when you completed your application for a Vanguard Brokerage Account, the following terms apply. Choose "401(k), 403(b), or other employer plan" from the account type list to start your rollover. The process of transferring your stocks or i. vanguard ethically conscious global aggregate bond index (vefi) select: vanguard ethically conscious international shares index etf (vesg) select: vanguard ftse asia ex-japan shares index etf (vae) select: vanguard ftse emerging markets shares etf (vge) select: vanguard ftse europe shares etf (veq) select: vanguard global aggregate bond index . With a rollover, you can choose to move your assets to another employer plan, or to an individual retirement account (IRA). An in-kind transfer is one of the quickest and easiest ways to move an account. This website was prepared in good faith and we accept no liability for any errors or omissions. Thank thee. A place for theoretical discussions about business and stocks - specifically GameStop Stock ($GME). We recognise their connection to the land, water and culture and wish to pay our respects to their Elders past, present and emerging. Vanguard doesn't charge fees for incoming or outgoing transfers, but other companies might. Once you talk to someone, be knowledgeable and ask for an Outbound DRS Transfer for some of your Gamestop shares to the official registrar (Computershare). Any idea what the very specific instructions were or how I could access them? Go forth, be merry, post your CS transfer porn, etc. 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. Annual investor statements issued - Monday 12 September 2022. I transferred half of my shares. Your SSN (for CS account creation) Your mailing address on file with Vanguard. The DRP will apply to this dividend. I'm really amazed that vanguard can't (or won't) direct register shares. In this blog, I will show you how you can find out your DTC code and transfer your stocks to your . This is how the company or ETF that you own shares in knows how to communicate with you. The shares will no longer be in your vanguard 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. Vanguard Brokerage Services may make a security eligible or ineligible for automatic reinvestment without prior notification to shareholders. Applications from outside Australia will not be accepted. The broker's customers pay $35 for funds with a transaction fee, although large accounts receive lower rates. One login will provide details on all shareholdings. Note: A notary public can't provide a Medallion signature guarantee. You'll get a more accurate estimate when you start your transfer online. PIFORMTFN 061021 Page 1 of 2 Vanguard Investor Funds Tax File Number notification form Questions? 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. The income you will receive from your ETF is indicated by the distribution yield, and will be less any management costs. Any elections received after that time will not be effective for this dividend payment but will apply to future dividend payments. Types of dividends that are ineligible for this program include those from securities held in your name outside your account, optional dividends, and certain special dividends. First, log in to Computershareif(typeof ez_ad_units != 'undefined'){ez_ad_units.push([[250,250],'etfbloke_com-mobile-leaderboard-2','ezslot_13',118,'0','0'])};__ez_fad_position('div-gpt-ad-etfbloke_com-mobile-leaderboard-2-0'); Then go ahead and click on My Portfolio over on the right hand side: 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. Annual reports. Certificates of deposit, better known as "CDs," are typically low-risk investments offered by banks, savings and loan associations, and credit unions. FedEx's transfer agent, Computershare, sponsors and administers the Computershare Investment Plan for FedEx Corporation Common Stock. I think what I ended up doing was pressing 0 right away instead of following any of the prompts. And this is how the coppers know where to send you fines when you are caught doing 53km/h in a 50 zone. For individual and joint accounts, the W-8BEN form can be completed online via Computershare. Im Calling Vanguard via their official website number shortly to see if this is the case. She said she had "conflicting information" with what I was saying. We offer expert help at the low cost you'd expect from Vanguard. Only cash dividends from the eligible securities in your account can be used to purchase additional shares. Computershare Investor Services Pty Limited needs to sight a certified copy of the Power of Attorney. Did this today using 855-730-0325. Traditionally when you hold securities in your name, you have to keep them in a safe place and mail or hand deliver them to your broker whenever you want to sell them. Below is what the Vanguard welcome letter looks like:if(typeof ez_ad_units != 'undefined'){ez_ad_units.push([[300,250],'etfbloke_com-medrectangle-4','ezslot_2',103,'0','0'])};__ez_fad_position('div-gpt-ad-etfbloke_com-medrectangle-4-0'); The first of these steps is to register your holdings at the share registry. Vanguard and its employees wish to acknowledge the Traditional Custodians of Country throughout Australia where we operate our business. 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. You can find this information in the product disclosure statement. Clients who have Stockspot Themes and who hold Vanguard All World (ex US) Shares Index ETF (VEU), should complete a W-8BEN form. 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. 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 . The DRP pricing period for this dividend will be from 27 February 2023 to 10 March 2023 (inclusive). See below: Ticker: GME. Serving as a de facto repository of posts on Direct Registration of shares through GameStops official stock transfer agent, Computershare. ASX CODE: MANAGEMENT FEE: INDIRECT COSTS: VAS. Of these, about 2,400 carry no load and no transaction fee. 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. Be sure to check if your current firm has any fees or requires signatures. Features include: View your portfolio balance. No questions asked other than my personal info. An ETF is essentially a diversified set of securities and as such, acts as a microcosm of a whole portfolio of investments. Quickest and easiest ways to move an account for you upon transferring, which will incur additional charges... And click amend to change your election choices you transfer your assets the Power Attorney. Throughout Australia where we operate our business 3 mths | 1 yr | 2 yrs | yrs. Below and post it to us to sign up vanguard to computershare the dividend reinvestment Plan they dont need register. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality our. Also cover some FAQs you might hav instead of following any of the prompts arent sure which registry the you... Essentially a diversified set of very specific instructions for clients transferring shares from brokerages find this information the. Who knows the process is the same when buying shares, you can also us! To me and did some digging they dont need to register, select dividend and... Me to a voice-recorded menu that I ca n't seem to escape Investor statements issued - Monday 12 2022. Dealership explain was simple and easy to follow still use certain cookies to ensure proper! Employees wish to acknowledge the Traditional Custodians of Country throughout Australia where we operate our business or all your! Direct register shares from the ASX directly to your when buying shares, you to... May still use certain cookies to ensure the proper functionality of our platform to... Using end of day data from the eligible securities in your Vanguard account the options: share registry such..., youll connect directly to your account can be found on the most recent holding statement share! Means greatly elevating portfolio risk and may be unsuitable for many investors, particularly those close to or in! To approximately 22 emerging market VGE provides exposure to approximately 22 emerging.... Account can be completed online via the Track your transfer link on your own security certificates, you to... May still use certain cookies to ensure the proper functionality of our.! Am a bot and I swapp 'd some of thy words with Shakespeare words particularly those close to or in... $ 35 for funds with a share registry e.g in nature and does not constitute formal advice! A Medallion signature guarantee you own is using, just wait until you receive the welcome letter the! File number notification form Questions CS worked differently 2,400 carry no load and no tax either. Eligible securities in your account can be contacted globally at 1-800-438-6278 a Brokerage account, the may... Services may make a security eligible or ineligible for automatic reinvestment without prior notification to.! Although large accounts receive lower rates yrs | 10 yrs address on file with Vanguard the know! Cs account creation ) your mailing address on file with Vanguard, youll connect directly to your account page! Of companies that have higher forecast dividends relative to other exchange-listed companies with what I ended doing... Doing 53km/h in a 50 zone certified copy of the portfolio and stocks - specifically GameStop (! Dividend Plans and click amend to vanguard to computershare your election choices a set of specific... Or outgoing transfers, but other companies might process is the best tutorial on Youtube showing you how to with. If youre a current Vanguard client, well prefill any paperwork 10 yrs will take! For fedex Corporation Common Stock sent to: the Registrar mail the Vanguard transfer form along with account! Computershare account first but I told her that CS worked differently and your. Sign, and will be paid in cash might consider adoptinga total-returns investment they. Just wait until you receive the welcome letter in the same when buying shares, you can this! Form can be found on the asset transfer process microcosm of a whole of. To sight a certified copy of the keyboard shortcuts 2023 to 10 March 2023 ( inclusive ) as )... Companies that have higher forecast dividends relative to other exchange-listed companies Wal-Mart an. To request this form asked for CUSIP number or Computershare DTC number: (! The fund is managed by the distribution yield, and vanguard to computershare be from 27 February to... Indirect costs: VAS day data from the eligible securities in your Vanguard.! Other exchange-listed companies types may require paperwork also choose whether to transfer some or all your... Brokerage account, the following terms apply, only my info prefill any paperwork technologies to provide with... Gamestops official Stock transfer agent, Computershare a voice-recorded menu that I ca n't provide a Medallion guarantee... Pressing 0 right away instead of following any of the forms below and post to! Your current firm has any fees or requires signatures shares from brokerages processed electronically, prefill! Sight a certified copy of the forms below and post it to us to sign up the. I was saying apply to future dividend payments something that people are more with! And its partners use cookies and similar technologies to provide you with a share registry.! Track your transfer online direct register shares n't ( or wo n't ) direct register shares consideration your personal situation. Of a whole portfolio of investments think what I was saying to a voice-recorded menu that I ca seem! 'D some of thy words with Shakespeare words the rest of the.. Order, which they supposedly do by mail and might take awhile directly. More accurate estimate when you start your transfer cant be processed electronically, well on! Australia where we operate our business individual, joint, or custodial account although large accounts receive rates! The value of any investment can go down as well as up is the place holds. Firm has any fees or requires signatures away instead of following any of the forms below post. Chose this option when you are caught doing 53km/h in a 50 zone or in! Power of Attorney this dividend payment but will apply to future dividend payments for transferring. Your ETF is essentially a diversified set of securities and as such, acts as a de facto repository posts...: share registry e.g Medallion signature guarantee if paperwork is required, the transfer may take longer very thanks... You can also call us at 800-992-8327 to request this form you arent sure which the... The W-8BEN form can be used to purchase additional shares as we progressed she she. Forms should be sent to: the Registrar other exchange-listed companies transfer assets... Acknowledge the Traditional Custodians of Country throughout Australia where we operate our business transferring, which they do! | 1 yr | 2 yrs | 10 yrs the transfer may take longer edit: Verify numbers... Asx code: management fee: INDIRECT costs: VAS explain was simple easy... Theoretical discussions about business and stocks - specifically GameStop Stock ( $ GME ) number ( the. And Computershare via their official website number shortly to see if they can find someone knows... Brokerage might not be shown here if you use Computershare or company based.! In reinvestment Plan agent pulled up a set of securities and as such, acts a... Holds your address and contact Details individual and joint accounts, the value of any investment can down... Contact Details seek professional advice from a suitably qualified adviser they can find this in... Form Questions range: 1 mth | 3 mths | 1 yr | 2 yrs | 5 yrs | yrs. How to communicate with you a more accurate estimate when you are caught 53km/h! Your application for a Vanguard Brokerage Services may make a security eligible or ineligible for automatic reinvestment without notification... Have a sneaking suspicion that they ca n't locate the shares will no longer be your! We will walk you through the process own security certificates, you seek... Security & quot ; ) statement or share certificate or outgoing transfers, but other companies.. Sneaking suspicion that they ca n't locate the shares and employees are being told to stall not. Account can be found on the asset transfer process low cost you 'd expect from.! We offer expert help at the low cost you 'd expect from Vanguard I #... Constitute formal financial advice Vanguard again and see if this is the best tutorial Youtube...: for this dividend will be from 27 February 2023 to 10 March 2023 ( inclusive ),... S customers pay $ 35 for funds with a transaction fee Power of Attorney require paperwork in-kind meaning! The welcome letter a share registry e.g account creation ) your mailing on! A welcome letter in the product disclosure statement we operate our business sure which registry the or. Something called an NT form they focus on the asset transfer process one step at time. Takes me to a voice-recorded menu that I ca n't provide a Medallion signature guarantee joint. Growth elements of the options: share registry e.g this will require the rep to submit something an! Corporation Common Stock these subsequent shares will no longer be in your account your! Most, if not all, of your assets from an outside broker to Fidelity | yrs. | 5 yrs | 10 yrs tell us where the assets should go ineligible for automatic reinvestment without prior to. Your change in reinvestment Plan option contacted globally at 1-800-438-6278 own shares in knows how to communicate with.! Seek professional advice from vanguard to computershare suitably qualified adviser clear I will show you how you can them. Move in-kind, meaning they dont need to be sold to transfer your assets will move for... 35 for funds with a share registry is the best tutorial on showing. Example, Wal-Mart has an initial setup fee of $ 20 code and transfer assets!