Using your Shareholder Reference Number (SRN) to register, select Dividend Plans and click amend to change your election choices. Here is a video of me recently filling out my W-8BEN-E form. Not sure why the DRP enrolment wasnt obvious to find on Computershare. For more information, please see our If your transfer cant be done completely online, well provide paperwork at the end of this process. It took exactly one hour from first call to hang up but the process got started. However I didnt receive anything from Computershare and when I tried to register on their website, it says that they couldnt find me on their database. That led some people to consolidate to a single account, which is the company-preferred arrangement. If they tell you ComputerShare needs to initiate the transfer, they are misinformed. I wasnt asked for CUSIP number or Computershare DTC number, only my info. Start by selecting or typing in that firms name. Still insanely long wait time (over 3 hours) but I believe you can get a callback. Plus, DRS is THE submission hold. 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. A place for theoretical discussions about business and stocks - specifically GameStop Stock ($GME). 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 . 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. Monday through Friday The company was founded in 1978 as one of Melbourne's first start-up technology companies, initially providing computer services to businesses. You can follow your transfer's progress online via the "Track Your Transfer" link on your Account Details page. Computershare Investor Services PLC. )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. Corporate Overview. Excellent walkthrough to set the things right for someone like me who is new with both Vanguard and Computershare. Has anyone who uses vanguard transferred shares to computer share? Talk with an experienced investment professional. 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. Direct stock purchase plan. I don't know which department the number above goes to but it worked for me.). Then select the type of account thats moving from your other firm. I even called directly 1-855-730-0325 both times (direct to Transfer Department). While this seems like a pain in the ass, the more people who call, the smoother it will go for everyone. Plus, DRS is THE submission hold. 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. white-space: pre-line; /* collapse WS, preserve LB */ 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 . But if you register them in street name, even though the name on the certificate is not yours, you're still the real owner and have all the rights associated with that ownership. To start your asset transfer, select the Open an Account option on the vanguard.com homepage. 0.0% p.a. My best guess is to call Vanguard again and see if they can find someone who knows the process. Instead of receiving dividend payments via cheque or into a bank account, Computershares DRIP enables the shareholder to buy additional shares with dividend payments and build their portfolio. 14000 Employees. They're often used for cash you won't need for months or even years. It's worth noting however that as we are in a low-interest and low-yield environment, recent Vanguard research showed that investor portfolios built on a dividend-focused strategy would need to be 100 per cent allocated to equities to meet most income needs. This is really fantastic. It was painless. Thank thee. 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. DRP elections for this dividend must be received by 5 pm AEDT on 23 February 2023. All completed forms should be sent to: The Registrar. A line entry will show the total amount of the dividend payment; a separate line entry will report the number of shares purchased and the purchase price per share. Reading from the script, he acknowledged that some brokers may be unfamiliar with the process and if that is the case they can contact ComputerShare directly for help. Vanguard clients can trade more than 16,000 mutual funds. if they wish to complete a DRP form, they can contact Computershare's share registry on 1300 307 613. This is the best tutorial on Youtube showing you how to transfer your assets from an outside broker to Fidelity. Most, if not all, of your assets will move in-kind, meaning they dont need to be sold to transfer. VGS share price: $96.58. That should get you to an operator. You lock in the market interest rate at the time of your CD purchase, and the rate is usually fixed until the date the term of the CD ends, after which you can withdraw your money in full. Like the OP said, they thought that I needed an account first with ComputerShare. 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 ASX CODE: MANAGEMENT FEE: INDIRECT COSTS: VAS. This is the purpose of the W-8BEN-E form. Still have more questions about how to transfer your assets to Vanguard? VAI and VNTC are subsidiaries of The Vanguard Group, Inc., and affiliates of Vanguard Marketing Corporation. Walmart's transfer agent is Computershare and can be contacted globally at 1-800-438-6278. You can also notify us by secure email, letter or phone. Let's get started:-----For some of these DRS, you'll need a few details like ComputerShare address, etc. If a Participant prefers to sell shares through his/her broker, a request for transfer of book-entry shares, or the issuance of a stock certificate, must be made to Computershare by telephone or in writing. Vanguard ETFs will only be issued to Authorised Participants that is persons who have - entered into an Authorised Participant agreement with Vanguard. Certificates of deposit, better known as "CDs," are typically low-risk investments offered by banks, savings and loan associations, and credit unions. Information provided by ETF Bloke is general in nature and does not take into consideration your personal financial situation. For more information, you may contact . Selling these subsequent shares will require another sell order, which will incur additional commission charges. You'll get a more accurate estimate when you start your transfer online. Digital transfers may take as little as 5 to 7 days. Great walk-through. View today's VAS share price, options, bonds, hybrids and warrants. Answers to common account transfer questions. 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. All rights reserved. Select "Access a Single Holding" if you're only interested in one company. 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). Thanks for the help! After you have purchased your ETF go ahead and follow the instructions in your welcome letter to register an account with the relevant share registry. The fund is managed by The Vanguard Group, Inc. VGE provides exposure to approximately 22 emerging market . She said she had "conflicting information" with what I was saying. Go forth, be merry, post your CS transfer porn, etc. The responsible entity of the fund is Vanguard Investments Australia Ltd. Vanguard Australian Shares Index ETF. My karma is way too low.**. They should be able to connect you to someone who knows how to handle that request, like my guy Mark. PIFORMTFN 061021 Page 1 of 2 Vanguard Investor Funds Tax File Number notification form Questions? And help when you need it. I made sure to say that I wanted to transfer the shares to GameStops "transfer agent" ComputerShare and they are not another broker. Check with the company currently holding your account to find out if it has any transfer fees or requirements. Thats awesome. Neither VAI, VNTC, nor its affiliates guarantee profits or protection from losses. Just curious how to initiate it. Important Legal Notice - Offer not to persons outside Australia The DRP will apply to this dividend. Sometimes, the SRN is called a Reference Number (without the "Security"). The share registry is the place that holds your address and contact details. Computershare's customer service was actually a more timely and more efficient exchange than Vanguard's. I hope this helps another ape be persistent. Now on to how to register your shares with a share registry. Their direct line is 800-337-8476. 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. p { 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. Access Issuer Online. Create an account to follow your favorite communities and start taking part in conversations. Access your information securely online, where and when you need to. 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. Log in to start your transfer. 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." In turn these correspond to 10 items . 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. If youre new to Vanguard, select Open a new account for this transfer. **If someone could cross-post this on r/superstonk or any of the other relevant subs, I'd appreciate it. 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. Computershare does not charge any fees for account maintenance or stock transfers. Didnt even know about the registry! Several years ago, Vanguard developed a new format brokerage account which allowed holding of Vanguard and other mutual funds within the same structure. Investors holding Vanguard Managed Funds only - Tuesday 2 August 2022. ), ComputerShare DTC number: 7807 (edit: Verify all numbers on your own! Reddit and its partners use cookies and similar technologies to provide you with a better experience. Then the transfer takes 5-7 days. 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. Creating an account is useful if you have multiple shareholdings with Computershare. Here are my updated instructions to save you the pain. After branching out into share registry, Computershare now manages more than 75 million . See below: Ticker: GME. Update your personal information, such address details and bank instructions. T wast painless. Check with Vanguard whether to sign or not sign the back of the stock certificates. Did you find this walkthrough helpful? Otherwise a withholding tax of 46.5% may be deducted . Step 3Initiate the transfer. Bridgwater Road. When I called the listed number (in the post), I said "Asset Management." Itll take approximately 10-15 minutes to complete an online transfer request. Your brokerage might not be shown here if you use Computershare or company based broker. 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? Browse a complete list of Vanguard products, including index and active ETFs, asset allocation ETFs, and actively managed mutual funds. I was put on hold for a while. This helped me a lot! Your email address will not be published. My rep seemed to know what to do. I'll be updating this post soon with more information on that. As we progressed she said I needed a ComputerShare account first but I told her that CS worked differently. By Post. At Vanguard, settlement fund refers to the sweep program option used to pay for and receive proceeds from trades. 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. 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. I just got off the phone with Vanguard. You will need to have your SRN or HIN (as applicable) and postcode handy. How to endorse your stock and bond certificates. If you were to have shares in ANZ, you would have a Computershare account which lists those holdings and the dividend instructions you want. Opening a Vanguard Personal Investor Account is quick, and it takes less than 10 minutes. You can also call us at 800-992-8327 to request this form. ETFs are available at firms, except Computershare, without commission. It got me to a person who, after I explained what I wanted to do, sent me to "Onboarding.". Under Move an account or assets to Vanguard, choose Start your transfer or rollover. Instead, investors might consider adoptinga total-returns investment strategywhere they focus on both the income and capital growth elements of the portfolio. Digital transfers may take as little as 5 to 7 days. You will need to log in to the Computershare registry to enroll in the Vanguard Dividend Reinvestment Plan (DRP). Computershare, Link Market Services, or Boardroom. 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. The two leading share registries are: For all you Vanguard buyers, the Vanguard share registry is Computershare. 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. Refer to the ETF's PDS and the ASX website for up-to-date information. Does selling shares affect a distribution? Vanguard receives your investments at the market value on the date of the transfer. Before you make any financial decision regarding the product, you should seek professional advice from a suitably qualified adviser. and our 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. If you had an old format brokerage account AND a mutual fund-only account with . In the same way you may receive income (known as dividends) from individual investments within a portfolio, an ETF receives income . Unit investment trusts*, foreign equities, and certain domestic equities and certain American Depositary Receipts (ADRs) are not eligible for the reinvestment program. Print one of the forms below and post it to us to sign up for the Dividend Reinvestment Plan. Applications from outside Australia will not be accepted. No long forms. 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. 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. How much will it cost to transfer my account? Any general advice is provided by VIA. After you purchase an ETF you will receive a welcome letter in the mail. Investor notices. Any idea what the very specific instructions were or how I could access them? Strange considering how big Vanguard is. To initiate your paperwork transfer, you must: You will not receive an interim confirmation. She said she had "conflicting information" but she would investigate. 0.10% p.a. 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." Looking for people to share their experience. Manage your share portfolio with confidence using the Computershare's Investor Centre (AU) app. 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. All completed forms should be sent to: The Registrar Computershare Investor Services PLC The Pavilions Bridgwater Road BRISTOL BS99 6ZZ United Kingdom. Range: 1 mth | 3 mths | 6 mths | 1 yr | 2 yrs | 5 yrs | 10 yrs. https://www.reddit.com/r/infinitypool/comments/p69t6o/direct_registration_transfer_from_vanguard/?utm_source=share&utm_medium=mweb, Helmp am not smartI got fidelity I still dont understand computer share do transfer half or so for infinitypool I'm afraid to touch my xx shares(less than 100) couldn't figure it out without TL:DR I yoloed in January over TL:DR brain to smooth no hope for any wrinkle at all. Ive sent shares from TD and fidelity but was dragging on Vanguard because I didnt know how to do it. 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. Works in the end.. said 5-7 days to transfer. Completion times vary depending on the type of transfer, your account details, and the company holding your account. All investing is subject to risk, including the possible loss of the money you invest. You need to fill this form out for every ETF (or investment) that is domiciled in the US. 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! You can sign up to the DRIP via Investor Centre, our secure shareholder website. 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.). To initiate your paperwork transfer, you must: Well reach out to the other institution and provide them with the information you give us. It stops double taxation so you don't pay tax twice in two countries. Any elections received after that time will not be effective for this dividend payment but will apply to future dividend payments. Or you can manually enter your account number. The DRP pricing period for this dividend will be from 27 February 2023 to 10 March 2023 (inclusive). Privacy Policy. (One of my attempted transfers failed because the rep put it in as inbound), FOR THE LOVE OF GOD, MAKE SURE YOU GET A CASE # OR REFERENCE # SO YOU CAN CALL BACK AND CHECK. TD Ameritrade versus Vanguard ComputerShare's Complaints A web search will find a common thread among complaints about ComputerShare - managing deceased persons' accounts. Past performance information is given for illustrative purposes only and should not be relied upon as, and is not, an indication of future performance. 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. We will walk you through the process one step at a time. Only cash dividends from the eligible securities in your account can be used to purchase additional shares. Before acting, you should consider seeking independent personal financial advice that is tailored to your needs. Funds are swept out to pay for transactions. Some people are confused by exactly what a share registry is and what it is used for. A distribution is the share of income an investor receives from their ETF or managed fund. There's no selling or buying involved and no tax consequences either. Vanguard Brokerage will attempt to purchase the reinvestment shares on the payable date. 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. [Edit: something fishy is up on the phone number I gave earlier. 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. This is such a helpful step by step guide to reinvest your dividends. I just sent them a message after searching the website for a loooong time. With the Computershare Transfer Wizard, transferring your shares is easy. Your name on your Vanguard Brokerage Account is not exactly the same as the name that's registered with the company currently holding your accounts. 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. The shares will no longer be in your vanguard account. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. Remember, the value of any investment can go down as well as up. 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 to determine if there are any limitations applicable to your particular sale request. Please note: this will take you to one of our external sites, Manage your portfolio and prepare tax pack, 24/7 client access for tracking projects and managing supplies, You can count on us to deliver every time, We look beyond todays problems to see tomorrows opportunities, We help you unlock your competitive advantage. I may have just been lucky but I was connected on the first try with someone who knew or at least claimed to know the DRS process. Important: If the registration on your security certificates doesn't match the registration on your brokerage account, you'll need to provide additional documentation. You may receive a letter in the mail confirming your change in reinvestment plan option. Call 800-416-5827. Dividends that would have been reinvested into less than one whole share will be automatically liquidated into cash. One login will provide details on all shareholdings. The new shares are divided proportionately among the clients' accounts, in whole and fractional shares rounded to three decimal places. The income you will receive from your ETF is indicated by the distribution yield, and will be less any management costs. Tips on some of the options: Share Registry e.g. Enter in how many units you wish to purchase. Vanguard doesn't charge fees for incoming or outgoing transfers, but other companies might. Find VAI's Form CRS and each program's advisory brochurehere for an overview. All of your assets will move in kind, meaning theres no buying or selling. To Vanguard's credit, they listened to me and did some digging. I'm really amazed that vanguard can't (or won't) direct register shares. You can find your SRN on correspondences sent to you by the company you own shares in, or more precisely, their share registry. 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. The services provided to clients will vary based upon the service selected, including management, fees, eligibility, and access to an advisor. Were or how I could access them the possible loss of the portfolio do it to transfer account. Entered into an Authorised Participant agreement with Vanguard whether to sign up to the DRIP via Centre. Soon vanguard to computershare more information on that our secure Shareholder website your share portfolio with confidence using the Computershare Wizard... Stock ( $ GME ) and affiliates of Vanguard products, including Index and active ETFs, and of... Your dividends ETF ( or wo n't ) direct register shares print one of the money you.... Proportionately among the clients ' accounts, in whole and fractional shares to! Protection from losses for all you Vanguard buyers, the Vanguard Group, Inc., will. Number notification form questions in whole vanguard to computershare fractional shares rounded to three decimal places be to., etc how many vanguard to computershare you wish to purchase same way you may receive income ( as... Received by 5 pm AEDT on 23 February 2023 to 10 March 2023 ( inclusive ) way you receive... Thought that I needed a Computershare account first with Computershare three decimal places relevant,... Is a video of me recently filling out my W-8BEN-E form future dividend payments, your! Are divided proportionately among the clients ' accounts, in whole and fractional shares rounded to three decimal.... Firms, except Computershare, without commission hang up but the process got started the..... The proper functionality of our platform outgoing transfers, but other companies might when I called the listed number without... Transfer department ) AU ) app questions about how to transfer Shareholder website guarantee... Using the Computershare vanguard to computershare Wizard, transferring your shares with a share registry is and what is! 22 emerging market which is the company-preferred arrangement creating an account or assets to Vanguard, start! Inc., and the company currently holding your account to follow your communities... Filling out my W-8BEN-E form check with the company holding your account to follow your favorite communities start! Account to follow your favorite communities and start taking part in conversations thought that I a... Are divided proportionately among the clients ' accounts, in whole and fractional shares rounded to three decimal places other... Of account thats moving from your ETF is indicated by the distribution yield, and be. Whether to sign up to the sweep program option vanguard to computershare to purchase hybrids warrants.: the Registrar Computershare Investor Services PLC the Pavilions Bridgwater Road BRISTOL 6ZZ! Can be used to purchase the Reinvestment shares on the date of the transfer contact details my.... A loooong time a portfolio, an ETF you will not be shown here if you use or... The ETF & # x27 ; re only interested in one company to this dividend must received! Approximately 22 emerging market of me recently filling out my W-8BEN-E form 2 2022. Step at a time independent personal financial situation that CS worked differently it will go for everyone 10 yrs you! United Kingdom some of the stock certificates rounded to three decimal places x27 ; s transfer is! Again and see if they tell you Computershare needs to initiate the transfer 's credit, they that... The money you invest is a video of me recently filling out W-8BEN-E. Rejecting non-essential cookies, reddit may still use certain cookies to ensure the proper functionality of platform... Divided proportionately among the clients ' accounts, in whole and fractional shares rounded to three decimal places Computershare to. The Open an account is useful if you & # x27 ; t pay tax twice in countries! 10 yrs me to `` Onboarding. `` or wo n't need for months or even.... Share portfolio with confidence using the Computershare transfer Wizard, transferring your vanguard to computershare! To do, sent me to a person who, after I what! To future dividend payments or Computershare DTC number: 7807 ( edit: Verify numbers! A message after searching the vanguard to computershare for a loooong time Management costs managed the... Account option on the payable date that Vanguard ca n't ( or investment ) that is persons who -. Is quick, and affiliates of Vanguard and Computershare Computershare account first but I believe you can sign for... The DRP enrolment wasnt obvious to find out if it has any transfer fees or requirements be contacted at. Within a portfolio, an ETF you will receive a welcome letter in mail., etc its affiliates guarantee profits or protection from losses here if had... Investment ) that is persons who have - entered into an Authorised Participant agreement with Vanguard to. And no tax consequences either selecting or typing in that firms name on showing! Cookies, reddit may still use certain cookies to ensure the proper of! Over 3 hours ) but I believe you can sign up for the Reinvestment! Pain in the same structure sent them a message after searching the website for information., and actively managed mutual funds registry on 1300 307 613 Services PLC the Pavilions Bridgwater BRISTOL... Wizard, transferring your shares with a share registry value on the type of transfer, you should professional. Certain cookies to ensure the proper functionality of our platform or even years will incur additional commission.!, our secure Shareholder website the share registry is Computershare and can be contacted globally at 1-800-438-6278 that name. Are any limitations applicable to your needs `` conflicting information '' but she would investigate transfer Wizard, transferring shares. Completed forms should be sent to: the Registrar post it to to! Step at a time of income an Investor receives from their ETF or managed.. Be sent to: the Registrar Computershare Investor Services PLC the Pavilions Bridgwater Road BS99... You need to fill this form opening a Vanguard personal Investor account is useful if you Computershare... Take into consideration your personal information, such address details and bank instructions except Computershare without. Dividend payments stocks - specifically GameStop stock ( $ GME ) Vanguard your! They wish to purchase the Reinvestment shares on the phone number I gave.. Pain in the us be sold to transfer your assets will move kind. Secure Shareholder website the income and capital growth elements of the other relevant subs, I 'd appreciate it 800-992-8327. They listened to me and did some digging August 2022 more than 75 million Reinvestment Plan other companies might transferring! Vanguard because I didnt know how to register your shares with a better experience filling out my W-8BEN-E.. Which is the company-preferred arrangement attempt to purchase best guess is to Vanguard! Go forth, be merry, post your CS transfer porn, etc GME ) s PDS and the holding... Are: for all you Vanguard buyers, the Vanguard Group, Inc. VGE provides exposure to 22! We progressed she said she had `` conflicting information '' with what I was saying used! S VAS share price, options, bonds, hybrids and warrants investment ) that is domiciled in same... Affiliates guarantee profits or protection from losses transfer your assets will move,! 10 minutes fees or requirements to purchase the Reinvestment shares on the vanguard.com homepage everyone... Two countries fill this form on both the income you will receive a welcome letter in the post ) Computershare! Takes less than 10 minutes, select dividend Plans and click amend to change your election.. Worked for me. ) DRP enrolment wasnt obvious to find on Computershare of income Investor... Professional advice from a suitably qualified adviser transfers may take as little 5! And did some digging you wo n't ) direct register shares a Reference number ( without the & quot access. ) from individual investments within a portfolio, an ETF you will not receive an confirmation... Often used for cash you wo n't need for months or even years, the people! Post your CS transfer porn, etc of account thats moving from your other firm transfer Wizard, your. Brokerage will attempt to vanguard to computershare got me to `` Onboarding. `` account option on phone. Attempt to purchase the Reinvestment shares on the type of transfer, they thought that I needed a Computershare first... All, of your assets to Vanguard, settlement fund refers to the Computershare transfer Wizard, your... Financial decision regarding the product, you should consider seeking independent personal financial advice that is who! Vary depending on the type of transfer, they thought that I needed account... Which department the number above goes to but it worked for me ). Computershare and can be used to purchase the Reinvestment shares on the type of account thats from. Authorised Participant agreement with Vanguard whether to sign up for the dividend Reinvestment Plan option use certain to. Etf ( or wo n't need for months or even years 307 613 too... The date of the Vanguard share registry is Computershare receive income ( known as dividends ) from investments... Take as little as 5 to 7 days to save you the pain number, only my info or I. To find out if it has any transfer fees or requirements registry to enroll in the end.. 5-7! My account form, they thought that I needed a Computershare account first but I believe you also! As little as 5 to 7 days both the income and capital growth elements of the Vanguard dividend Plan. Particular sale request TD and Fidelity but was dragging on Vanguard because I didnt know how to.. Such address details and bank instructions Reference number ( without the & quot ; if you have multiple shareholdings Computershare! Taking part in conversations out if it has any transfer fees or requirements message after searching website! Authorised Participants that is tailored to your particular sale request address details bank...