The process is the same when buying shares, you need to register your share holdings with a share registry. The program is provided through Vanguard Brokerage. In turn these correspond to 10 items on an individual tax return. Press J to jump to the feed. Check with Vanguard whether to sign or not sign the back of the stock certificates. 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. The responsible entity of the fund is Vanguard Investments Australia Ltd. 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. Much appreciated. One login will provide details on all shareholdings. View today's VAS share price, options, bonds, hybrids and warrants. This will save you the headache of being transferred back and forth by different departments who each claim the other one is responsible for handling your transfer. Works in the end.. said 5-7 days to transfer. Thank you so much. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. Using your Shareholder Reference Number (SRN) to register, select Dividend Plans and click amend to change your election choices. I made sure to say that I wanted to transfer the shares to GameStops "transfer agent" ComputerShare and they are not another broker. 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). 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. Participation is optional. Finally, comment here if you learn anything else or if anything above doesn't work, and I will update accordingly. Select at market value or list a price you're happy with. Please note: this will take you to one of our external sites, Please select your country so you can login to our applications. Or you can manually enter your account number. Sometimes, the SRN is called a Reference Number (without the "Security"). The fund is managed by The Vanguard Group, Inc. VGE provides exposure to approximately 22 emerging market . If they tell you ComputerShare needs to initiate the transfer, they are misinformed. 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. Annual investor statements issued - Monday 12 September 2022. Your other firm will confirm the information we send before transferring the assets to Vanguard. 14000 Employees. GME CUSIP: 36467W109 (edit: Verify all numbers on your own! SRN's (almost) always start with the letter "I" and they are about 9 digits . Excellent walkthrough to set the things right for someone like me who is new with both Vanguard and Computershare. When you buy shares, you also buy them through a marketplace. Please note: If your transfer cannot be completed electronically, youll need a copy of your account statement dated within the last 90 days. When asked what do you want to do? I am a bot and I swapp'd some of thy words with Shakespeare words. When I called the listed number (in the post), I said "Asset Management." Select "Access a Single Holding" if you're only interested in one company. Certificates of deposit (CDs) held in a brokerage account. Your username and password or account number from your other firm. Didnt even know about the registry! If and when this process ever ends, I'll update again. If paperwork is required, the transfer may take longer. 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. The company was founded in 1978 as one of Melbourne's first start-up technology companies, initially providing computer services to businesses. Schwab makes it easy to transfer your stocks, mutual funds, IRAs, and more. EDIT 2: Another number that might help: 855-730-0325. If you're transferring assets from a money market fund, the shares will be liquidated and the proceeds moved as cash into your Vanguard money market settlement fund. Enter in how many units you wish to purchase. Bridgwater Road. In the From and To drop down boxes, specify where the shares are currently held and where you want to transfer them to. **If someone could cross-post this on r/superstonk or any of the other relevant subs, I'd appreciate it. After branching out into share registry, Computershare now manages more than 75 million . Wherever you live, these departments play the role of the Car Registry for that particular state. View Computershare's dividend history and find information about the Dividend Reinvestment Plan, instructions how to enable JavaScript in your web browser. 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. While this seems like a pain in the ass, the more people who call, the smoother it will go for everyone. Looking for people to share their experience. What's a Medallion signature guarantee, and when is it required? 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. 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 How long will it take to transfer my account to Vanguard? These collective payments are known as distributions and represent your share of income earned by the investments within your ETF. After your transfer is complete, you can invest in a wide selection of products including ETFs (exchange-traded funds), mutual funds, stocks, bonds, and other securities. The fee is charged to all transactions. When asked what do you want to do, I said, "I'm calling to initiate a Direct Registration System transfer, or DRS transfer." Computershare Investor Services PLC. 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. 0.10% p.a. Hold times can be long but using that number should help. Corporate Overview. Remember, the value of any investment can go down as well as up. All investing is subject to risk, including the possible loss of the money you invest. Already a Vanguard client? Important Legal Notice - Offer not to persons outside Australia Investors should consider the Product Disclosure Statement in deciding whether . Before you make any financial decision regarding the product, you should seek professional advice from a suitably qualified adviser. Still have more questions about how to transfer your assets to Vanguard? In turn these correspond to 10 items . T wast painless. A summary of how the DRP operates is set out in the Frequently Asked Questions, also available below. Neither VAI, VNTC, nor its affiliates guarantee profits or protection from losses. Thank you for your thoughtful article. The marketplace has no interest in you once the car has been sold. ), Your mailing address on file with Vanguard. To initiate your paperwork transfer, you must: Make a stock purchase. Then youll tell us where the assets should go. If you don't fill it out, you will get tax twice! New to Vanguard and looking to consolidate your savings? 0.0% p.a. 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. Just curious how to initiate it. 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. I just now came across this so a very belated thanks to you. Refer to the ETF's PDS and the ASX website for up-to-date information. 8 a.m. to 8 p.m., Eastern time. The car dealership explain was simple and easy to follow! ComputerShare DTC number: 7807 (edit: Verify all numbers on your own!) The broker's customers pay $35 for funds with a transaction fee, although large accounts receive lower rates. ETFs could be a good way to kick-start your savings and investment plan. 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. CDs may offer higher yields than bank accounts and money market funds. 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. Funds are swept out to pay for transactions. Changes to the way you invest with Vanguard. You need to fill this form out for every ETF (or investment) that is domiciled in the US. You can change your settings to receive information by email instead of mail at your share registry, although some interfaces/websites (looking at you Computershare) are terrible to use and it might take you a while to get this done. [Edit: something fishy is up on the phone number I gave earlier. It took exactly one hour from first call to final hang up but the process has begun. Selling these subsequent shares will require another sell order, which will incur additional commission charges. If your transfer cant be done completely online, well provide paperwork at the end of this process. The services provided to clients will vary based upon the service selected, including management, fees, eligibility, and access to an advisor. 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. 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. Changes received after that time will be processed on a best-efforts basis. With a rollover, you can choose to move your assets to another employer plan, or to an individual retirement account (IRA). It's pretty easy for them to find, but if they ask you for it it's 36467W109, Specify and confirm that it is an OUTBOUND transfer. Please enter your Computershare ID and . This is so that the correct withholding tax is applied based on your residency status. I'll also cover some FAQs you might hav. All completed forms should be sent to: The Registrar. Youll need your username and password or account number for your other firm, plus a copy of your most recent account statement. Serving as a de facto repository of posts on Direct Registration of shares through GameStops official stock transfer agent, Computershare. All quotes are delayed by at least 15 minutes unless indicated otherwise. Vanguard Brokerage dividend reinvestment program. I'll post a response when I hear back. Applications from outside Australia will not be accepted. Two Thumbs up ! Back on hold. Access your information securely online, where and when you need to. Around here, its more than a job. Find VAI's Form CRS and each program's advisory brochurehere for an overview. Well keep in touch with you along the way. 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. 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 calmly told her that CS worked differently. Vanguard Investments Australia Ltd (ABN 72 072 881 086 / AFS Licence 227263) (VIA) is the product issuer and operator of Vanguard Personal Investor. ComputerShare details: This is the best tutorial on Youtube showing you how to transfer your assets from an outside broker to Fidelity. Vanguard Brokerage Services may make a security eligible or ineligible for automatic reinvestment without prior notification to shareholders. )if(typeof ez_ad_units != 'undefined'){ez_ad_units.push([[300,250],'etfbloke_com-large-mobile-banner-2','ezslot_8',116,'0','0'])};__ez_fad_position('div-gpt-ad-etfbloke_com-large-mobile-banner-2-0'); Ok now you are registered with the share registry lets look at how to enroll in the dividend reinvestment plan. I don't know which department the number above goes to but it worked for me.). You'll get a more accurate estimate when you start your transfer online. The DRP pricing period for this dividend will be from 27 February 2023 to 10 March 2023 (inclusive). Note: If you are an "affiliate" or "insider," you should consider consulting with your personal legal adviser before enrolling in this program. 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 moved my Vanguard shares to CS in 8 minutes. Press question mark to learn the rest of the keyboard shortcuts. How can I endorse and deposit security certificates? 1996 - 2023 Computershare Limited. 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. Any idea what the very specific instructions were or how I could access them? Vanguard and its employees wish to acknowledge the Traditional Custodians of Country throughout Australia where we operate our business. 2023 Vanguard Investments Australia Ltd. All rights reserved. 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. Vanguard receives your investments at the market value on the date of the transfer. Do not ignore this letter!if(typeof ez_ad_units != 'undefined'){ez_ad_units.push([[300,250],'etfbloke_com-medrectangle-3','ezslot_1',102,'0','0'])};__ez_fad_position('div-gpt-ad-etfbloke_com-medrectangle-3-0'); If you plan on registering for the Vanguard Dividend Reinvestment Plan (or Betashares, or Blackrock whichever company is offering the ETF you just bought!) 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. 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Is so that the correct withholding tax is applied based on your own! where..., comment here if you & # x27 ; s VAS share price, options, bonds hybrids... Options, bonds, hybrids and warrants 12 September 2022 ; access a Single Holding & quot ). The new shares are currently held and where you want to transfer 's Dividend and! The market value or list a price you & # x27 ; re happy with brokerage... Works in the us role of the car has been sold VAS price! They tell you Computershare needs to initiate the transfer, you also them! So that the correct withholding tax is applied based on your residency status some FAQs you might.., also available below order, which will incur additional commission charges bank accounts and money funds... Qualified adviser youll need your username and password or account number for your other firm will confirm information. And Computershare correct withholding tax is applied based on your own! receives your investments at the market or! Me who is new with both Vanguard and its employees wish to purchase but using number. Our platform finally, comment here if you & # x27 ; re happy with issued Monday. Touch with you along the way consolidate your savings and investment Plan with! Savings and investment Plan cookies to ensure the proper functionality of our platform these correspond 10... Number for your other firm, plus a copy of your most recent account Statement are. The shares are divided proportionately among the clients ' accounts, in whole and fractional shares to. Your mailing address on file with Vanguard Statement in deciding whether 8.. Account Statement be from 27 February 2023 to 10 items on an individual tax return for information... Our business on the date of the stock certificates funds with a share registry: the Registrar today #. 'D appreciate it certificates of deposit ( CDs ) held in a vanguard to computershare account whether to sign not... Tell you Computershare needs to initiate your paperwork transfer, they are misinformed transfer assets... Said `` Asset Management. known as distributions and represent your share holdings with a share,! More people who call, the SRN is called a Reference number ( the... Cs in 8 minutes Another sell order, which will incur additional commission.. These departments play the role of the car dealership explain was simple and easy follow... Automatic Reinvestment without prior notification to shareholders idea what the very specific instructions were or how could! Number from your other firm will confirm the information we send before transferring the assets Vanguard...