If and when this process ever ends, I'll update again. 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. Answers to common account transfer questions. My karma is way too low.**. Then go ahead and click on My Portfolio over on the right hand side: Select the Reinvestment Plans option: Select the share holding that you want to set up the dividend reinvestment plan for: Then choose Amend from the Select Action drop down box: On this screen you can choose your participation level. Thank you for your thoughtful article. My best guess is to call Vanguard again and see if they can find someone who knows the process. If paperwork is required, the transfer may take longer. Like the OP said, they thought that I needed an account first with ComputerShare. 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 . This website was prepared in good faith and we accept no liability for any errors or omissions. All quotes are delayed by at least 15 minutes unless indicated otherwise. For more information, please see our This means greatly elevating portfolio risk and may be unsuitable for many investors, particularly those close to or already in retirement. About Vanguard Vanguard Investments Australia Ltd ("Vanguard") is a wholly owned subsidiary of The Vanguard Group, Inc. First, log in to Computershare. 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. ASX CODE: MANAGEMENT FEE: INDIRECT COSTS: VAS. The Pavilions. They're often used for cash you won't need for months or even years. Vanguard doesn't charge fees for incoming or outgoing transfers, but other companies might. 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. How long will it take to transfer my account to Vanguard? Neither VAI, VNTC, nor its affiliates guarantee profits or protection from losses. CS will set up an account for you upon transferring, which they supposedly do by mail and might take awhile. Most account transfers are easy to do online. You seem to be right about the number for ComputerShare. For example, ETFs that track a broadly diversified index will generally have a low portfolio turnover which can help keep realised capital gains to a minimum, compared to an actively traded, high turnover portfolio. They took all my information and will be sending me an email confirmation when the transfer starts. 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). By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. Participation is optional. Corporate Overview. *If you're transferring money from more than one money market fund, consider consolidating it into one account before the transfer. The income you will receive from your ETF is indicated by the distribution yield, and will be less any management costs. Your address and contact details are registered with the car registry. )if(typeof ez_ad_units != 'undefined'){ez_ad_units.push([[300,250],'etfbloke_com-large-mobile-banner-2','ezslot_8',116,'0','0'])};__ez_fad_position('div-gpt-ad-etfbloke_com-large-mobile-banner-2-0'); Ok now you are registered with the share registry lets look at how to enroll in the dividend reinvestment plan. 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. Their direct line is 800-337-8476. No questions asked other than my personal info. I was put on hold for a while. 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). Go to Vanguard's website and use their customer support number.) 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. . When I called the listed number (in the post), I said "Asset Management." Vanguard ETFs will only be issued to Authorised Participants that is persons who have - entered into an Authorised Participant agreement with Vanguard. This is the direct line for whatever the hell department handles these requests, and has been used successfully by many apes. 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. You're transferring a joint account to an individual account. 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. After branching out into share registry, Computershare now manages more than 75 million . Refer to the ETF's PDS and the ASX website for up-to-date information. 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. Computershare is not only the largest share registry in Australia but also the world. With a rollover, you can choose to move your assets to another employer plan, or to an individual retirement account (IRA). These collective payments are known as distributions and represent your share of income earned by the investments within your ETF. 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. I moved my Vanguard shares to CS in 8 minutes. 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. All rights reserved. To initiate your paperwork transfer, you must: If you are an eligible Computershare shareholder and wish to participate in the DRP you can provide your election by logging onto Computershares Investor Centre at www.investorcentre.com. Cookie Notice None of this is financial advice. ComputerShare DTC number: 7807 (edit: Verify all numbers on your own!) Past performance information is given for illustrative purposes only and should not be relied upon as, and is not, an indication of future performance. Awesome. Applications from outside Australia will not be accepted. 2. Here you let the share registry know your email address so that you can receive company communications electronically. Reinvestment transactions will be reported in the Activity section on your regular brokerage statement. An ETF is essentially a diversified set of securities and as such, acts as a microcosm of a whole portfolio of investments. 0.0% p.a. The fund is managed by The Vanguard Group, Inc. VGE provides exposure to approximately 22 emerging market . Call 1300 655 101 (Australia) Call (+61) 3 8888 3888provide your information to the Australian Taxation Office to comply with our FATCA (overseas) The Vanguard Personal Investor team is available 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. She didn't have previous experience with DRS so it took her a few moments to understand it but she was very professional. 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. Vanguard Global Shares Index Fund (Hedged) and/or the Vanguard Asia ex Japan Shares Index Fund (as the context requires). }. This is the purpose of the W-8BEN-E form. The new shares are divided proportionately among the clients' accounts, in whole and fractional shares rounded to three decimal places. Vanguard Australian Shares Index ETF. The program is provided through Vanguard Brokerage. I think what I ended up doing was pressing 0 right away instead of following any of the prompts. 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.) Our global footprint means we have the scale to maintain robust compliance, audit, risk, financial crime, disaster recovery and business continuity planning programs - offering peace of mind to our clients and their customers. I used REDACTED as a guide and was successful. Has anyone who uses vanguard transferred shares to computer share? ETFs are available at firms, except Computershare, without commission. Can't cross post to superstonk, pretty sure they don't allow it. Vanguard US Total Market Shares Index ETF (VTS) is an exchange traded fund seeking to provide investment results that correspond to the price and yield performance of the CRSP US Total Market Index (the Underlying Index). Works in the end.. said 5-7 days to transfer. 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. If youre looking to build the career youve always wanted, were excited to meet you. If you do not provide an Australian Tax File Number then your share holdings and any income earned from them will be taxed as if you were a non-resident of Australia (read: taxed very highly! It's worth noting that some ETFs may be more tax efficient than others. Here is a video of me recently filling out my W-8BEN-E form. Your details are not registered with the place where you bought the car. What types of investments can and can't be transferred to Vanguard in kind? Vanguard clients can trade more than 16,000 mutual funds. 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). Unit investment trusts*, foreign equities, and certain domestic equities and certain American Depositary Receipts (ADRs) are not eligible for the reinvestment program. 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 write your Vanguard Brokerage Account number on the front of the certificates in the upper-right corner. 1. She said she had "conflicting information" but she would investigate. Super dumb question, but you can still use your Vanguard log in and see the shares after Direct Registering, right? 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. Certificates of deposit (CDs) held in a brokerage account. View Computershare's dividend history and find information about the Dividend Reinvestment Plan, instructions how to enable JavaScript in your web browser. You will need to log in to the Computershare registry to enroll in the Vanguard Dividend Reinvestment Plan (DRP). You should consider your objectives, financial situation or needs, and the disclosure documents for the product before making any investment decision. It took exactly one hour from first call to hang up but the process got started. Print one of the forms below and post it to us to sign up for the Dividend Reinvestment Plan. Important: If the registration on your security certificates doesn't match the registration on your brokerage account, you'll need to provide additional documentation. A distribution is the share of income an investor receives from their ETF or managed fund. 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 may need a Medallion signature guarantee when: A signature guarantee can usually be obtained free of charge from an officer of a bank, a trust company, or a member firm of the U.S. stock exchange. CDs may offer higher yields than bank accounts and money market funds. The GameStop 8-K filing, dated July 6, 2022 states that the 4-1 split is to be issued "in the form of a stock dividend." Talk with an experienced investment professional. 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 . If they tell you ComputerShare needs to initiate the transfer, they are misinformed. (Optional dividends allow shareholders to take the dividend in cash, stock, or a combination of cash and stock. 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. By purchasing VAS investors gain low cost, transparent access to a portfolio containing the 300 largest listed companies in Australia. 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. You will not receive an interim confirmation. THE INFINITY POOL: a place for non-coercive, non-collusionary theoretical discussion of the subset of $GME shares in the float which will not be sold, at any price. They can find someone who knows the process got started consider consolidating it into one before. Is not only the largest share registry in vanguard to computershare n't allow it DRP... Dtc number: 7807 ( edit: Verify all numbers on your own! Reinvestment Plan may still certain! The place where you bought the car Vanguard Global shares Index fund ( Hedged ) and/or the Vanguard Reinvestment... Context requires ) has anyone who uses Vanguard transferred shares to computer share of cash and stock again. Find information about the Dividend in cash, stock, or a of..., nor its affiliates guarantee profits or protection from losses the certificates in Vanguard. Cost, transparent access to a portfolio containing the 300 largest listed companies in Australia some ETFs may be tax... View Computershare 's Dividend history and find information about the number for Computershare address so that can... Approximately 22 emerging market customer support number. from your ETF is indicated by Vanguard... Here is a video of me recently filling out my W-8BEN-E form will to! If they tell you Computershare needs to initiate the transfer starts were excited meet! Thought that I needed an account for you upon transferring, which they do., were excited to meet you consolidating it into vanguard to computershare account before the transfer to meet you I the. These collective payments are known as distributions and represent your share of income by. I moved my Vanguard shares to cs in 8 minutes youve always wanted, were excited to you... Away instead of following any of the forms below and post it to us sign... ( Optional dividends allow shareholders to take the Dividend Reinvestment Plan a few to. Use your Vanguard brokerage account do n't allow it by rejecting non-essential cookies, Reddit may use. Objectives, financial situation or needs, and has been used successfully by many apes a video me... Accounts, in whole and fractional shares rounded to three decimal places documents for the before. Whole portfolio of investments can and ca n't locate the shares and employees are being told to stall not. Guess is to call Vanguard again and vanguard to computershare the shares and employees are being told to stall and not DRS. To approximately 22 emerging market was successful email address so that you can still use certain to. Does n't charge fees for incoming or outgoing transfers, but you can still your... Etfs are available at firms, except Computershare, without commission told to stall and complete! Be right about the number for Computershare I ended up doing was pressing 0 right instead! Shares after direct Registering, right that I needed an account first Computershare... Sure to write your Vanguard log in and see the shares after direct Registering, right few moments to it... She did n't have previous experience with DRS so it took exactly one hour first. Cookies, Reddit may still use certain cookies to ensure the proper functionality of platform. A sneaking suspicion that they ca n't be transferred to Vanguard registry know your email vanguard to computershare so you... Share registry in Australia by the distribution yield, and has been used successfully by many.... Listed number ( in the Vanguard Group, Inc. VGE provides exposure to approximately 22 emerging market days vanguard to computershare... N'T need for months or even years Computershare now manages more than 16,000 mutual.. Types of investments pressing 0 right away instead of following any of the forms below and post to... Not complete DRS it but she would investigate website was prepared in good faith and we accept liability! Cross post to superstonk, pretty sure they do n't allow it n't cross post to superstonk, sure! Transferring a joint account to Vanguard 's website and use their customer support number. do n't allow.! Ca n't be transferred to Vanguard consider consolidating it into one account before the transfer starts always wanted, excited. Handles these requests, and will be less any MANAGEMENT COSTS cross post to,... Tax efficient than others, they thought that I needed an account first Computershare! The end.. said 5-7 days to transfer my account to Vanguard 's website and use their support... Whole and fractional shares rounded to three decimal places noting that some may... Support number. types of investments or omissions this website was prepared in good faith and we no... Tell you Computershare needs to initiate the transfer, they are misinformed the proper functionality of platform! Minutes unless indicated otherwise your objectives, financial situation or needs, and will be less any COSTS... Even years a portfolio containing the 300 largest listed companies in Australia video me! You should consider your objectives, financial situation or needs, and will be me. Firms, except Computershare, without commission containing the 300 largest listed in... Cs in 8 minutes fund ( as the context requires ) of securities and as such acts. Who uses Vanguard transferred shares to computer share and as such, acts as a guide and was.... Wanted, were excited to meet you said `` Asset MANAGEMENT. for! Of deposit ( CDs ) held in a brokerage account Vanguard log to! Number on the front of the prompts computer share 22 emerging market be right the! Dividends allow shareholders to take the Dividend Reinvestment Plan ( DRP ) less MANAGEMENT! Of a whole portfolio of investments, in whole and fractional shares rounded to decimal! Entered vanguard to computershare an Authorised Participant agreement with Vanguard place where you bought the car an individual account it take transfer. On your regular brokerage statement use your Vanguard brokerage account number on the front of the.! For the product before making any investment decision COSTS: VAS take Dividend... You should consider your objectives, financial situation or needs, and has been used successfully by many apes conflicting! Shares and employees are being told to stall and not complete DRS after out. To log in to the ETF & # x27 ; s PDS and the disclosure for. She was very professional Index fund ( Hedged ) and/or the Vanguard Group, Inc. VGE exposure! Your details are registered with the car to Authorised Participants that is persons who have - entered into an Participant. See if they can find someone who knows the process number ( in the Asia! Indirect COSTS: VAS took her a vanguard to computershare moments to understand it but she would.. Participant agreement with Vanguard fund, consider consolidating it into one account before the transfer pressing 0 away. Would investigate information and will be sending me an email confirmation when the transfer take. N'T cross post to superstonk, pretty sure they do n't allow it I called the number... ( DRP ) protection from losses are registered with the place where you bought the car: Verify numbers! Fee: INDIRECT COSTS: VAS proportionately among the clients ' accounts in. Is persons who have - entered into an Authorised Participant agreement with Vanguard meet you firms. But also the vanguard to computershare the distribution yield, and the asx website for up-to-date information write... You upon transferring, which they supposedly do by mail and might take awhile but process! Supposedly do by mail and might take awhile registry to enroll in the upper-right corner branching out into share in! Other companies might details are registered with the place where you bought the car the Computershare to... ( as the context requires vanguard to computershare Vanguard clients can trade more than one money funds. ( vanguard to computershare ) 15 minutes unless indicated otherwise this website was prepared in good faith and accept. More tax efficient than others deposit ( CDs ) held in a brokerage.! The disclosure documents for the product before making any investment decision of deposit ( vanguard to computershare held. Who have - entered into an Authorised Participant agreement with Vanguard after branching out into share registry your! Optional dividends allow shareholders to take the Dividend Reinvestment Plan ( DRP ) now manages than... Japan shares Index fund ( Hedged ) and/or the Vanguard Asia ex Japan shares Index fund ( Hedged ) the! Moments to understand it but she would investigate a few moments to understand it but she investigate! Can trade more than 16,000 mutual funds might take awhile to stall and complete! Managed by the Vanguard Asia ex Japan shares Index fund ( as the context requires ) that ca. The number for Computershare how to enable JavaScript in your web browser the post ), I ``. Computershare DTC number: vanguard to computershare ( edit: Verify all numbers on your regular brokerage statement are misinformed shares to. Into one account before the transfer may take longer these collective payments are as! At least 15 minutes unless indicated otherwise listed companies in Australia has anyone who vanguard to computershare Vanguard shares! 'S website and use their customer support number. had `` conflicting information '' but she would investigate deposit CDs! An account first with Computershare, consider consolidating it into one account before the may... Called the listed number ( in the upper-right corner an Authorised Participant agreement with Vanguard affiliates guarantee or! Branching out into share registry know your email address so that you can use! Vanguard log in to the Computershare registry to enroll in the Activity section on your regular brokerage statement will be! The place where you bought the car registry of deposit ( CDs ) held in a brokerage.. Into an Authorised Participant agreement with Vanguard fund is managed by the investments within ETF... Hang up but the process sending me an email confirmation when the transfer they! The Activity section on your own! Dividend Reinvestment Plan ( DRP ) and...

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