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. Creating an account is useful if you have multiple shareholdings with Computershare. You can view the dividend reinvestment status of the securities in your account online at vanguard.com or in the Holdings section of your regular Vanguard Brokerage statement. Otherwise a withholding tax of 46.5% may be deducted . You can also notify us by secure email, letter or phone. Much appreciated. Or you can manually enter your account number. Opening a Vanguard Personal Investor Account is quick, and it takes less than 10 minutes. Vanguard Investments Australia Ltd (ABN 72 072 881 086 / AFS Licence 227263) (VIA) is the product issuer and operator of Vanguard Personal Investor. Information provided by ETF Bloke is general in nature and does not take into consideration your personal financial situation. Number of shares to transfer (I did 10%) Vanguard security question answers. I'll also cover some FAQs you might hav. With shares the marketplace where transactions take place is called a broker. You need to fill this form out for every ETF (or investment) that is domiciled in the US. 2. Special dividends are paid in addition to normally scheduled dividends.). 14000 Employees. To be eligible for the program, securities must be held in "street name" by Vanguard Brokerage Servicesprior to the stock's record date. 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. As we progressed she said I needed a ComputerShare account first but I told her that CS worked differently. View your payment and transaction history. By Post. To Vanguard's credit, they listened to me and did some digging. Your other firm will confirm the information we send before transferring the assets to Vanguard. Where do I enter my password? white-space: pre-line; /* collapse WS, preserve LB */ Most IRAs, including Roth, traditional, and SEP-IRAs. Next, youll connect directly to your account at your other firm. Required fields are marked *. I just got off the phone with Vanguard. When I called the listed number (in the post), I said "Asset Management." Virtually all the stocks, closed-end mutual funds, and ETFs you hold through your account are held in street name. Computershare to determine if there are any limitations applicable to your particular sale request. 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. Participation in the DRP is under the terms of the DRP rules, which are available below. The PDS, IDPS Guide or Prospectus does not constitute an offer or invitation in any jurisdiction other than in Australia. Watch our video tutorial to see how. Vanguard Brokerage Services may make a security eligible or ineligible for automatic reinvestment without prior notification to shareholders. 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. 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. You will need to log in to the Computershare registry to enroll in the Vanguard Dividend Reinvestment Plan (DRP). This is the best tutorial on Youtube showing you how to transfer your assets from an outside broker to Fidelity. If you don't fill it out, you will get tax twice! Of these, about 2,400 carry no load and no transaction fee. Excellent walkthrough to set the things right for someone like me who is new with both Vanguard and Computershare. El Paso, TX 79932-1882. No worries Jairus glad you found it helpful! Print, sign, and mail the Vanguard transfer form along with an account statement from your other firm. ComputerShare DTC number: 7807 (edit: Verify all numbers on your own!) Like the OP said, they thought that I needed an account first with ComputerShare. 5951 Luckett Court, Suite A1 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.) Let's get started:-----For some of these DRS, you'll need a few details like ComputerShare address, etc. Well keep in touch with you along the way. ETF share prices are updated using end of day data from the ASX. Now the next time that your ETF shares issue a dividend, rather than paying out a cash dividend the company will buy more shares for you at no cost! You must be a shareholder on the record date of the distribution to receive dividends. 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. 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. I used this post as a guide and the OP is absolutely correct. Awesome. If you arent sure which registry the company you own is using, just wait until you receive the welcome letter. 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. You may receive a letter in the mail confirming your change in reinvestment plan option. Your email address will not be published. All rights reserved. Print one of the forms below and post it to us to sign up for the Dividend Reinvestment Plan. 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. Commands: !ShakespeareInsult, !fordo, !optout. Thank you so much for this!!! ETFs are available at firms, except Computershare, without commission. If your transfer cant be processed electronically, well prefill any paperwork. Im digging around but it could be a scam number. 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. Direct stock purchase plan. And help when you need it. Talk with an experienced investment professional. Your address and contact details are registered with the car registry. Before acting, you should consider seeking independent personal financial advice that is tailored to your needs. Our full product list view provides financial advisors with performance details and investment information for our complete lineup of low-cost ETFs and mutual funds. You can also choose whether to transfer some or all of your assets. If you hold your own security certificates, you can register them in street name with Vanguard by endorsing the certificates. Opinions and memes welcome. Hopefully this helps someone! Investors holding Vanguard Managed Funds only - Tuesday 2 August 2022. You should refer to the TMD of the product before making any investment decisions. If you sell the entire position two days or more before the dividend-payable date, your distribution will be paid in cash. Plus, DRS is THE submission hold. Clients who have Stockspot Themes and who hold Vanguard All World (ex US) Shares Index ETF (VEU), should complete a W-8BEN form. Hm. In about 5 days you should receive a notification from Vanguard confirming the transfer, and shortly after that the shares will disappear from your Vanguard account. If you have not requested this service, you can set it up by calling us at800-992-8327Monday through Friday from 8 a.m. to 8 p.m., Eastern time, or by accessing your account on vanguard.com. After branching out into share registry, Computershare now manages more than 75 million . CS will set up an account for you upon transferring, which they supposedly do by mail and might take awhile. 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. I called ComputerShare myself and the agent pulled up a set of very specific instructions for clients transferring shares from brokerages. Annual reports. What's a Medallion signature guarantee, and when is it required? 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. You can move your assets into a new or existing individual, joint, or custodial account. Already a Vanguard client? You'll need to provide: Name and Address; You Vanguard Account; Your SIN or Tax Number; The ticker (GME), CUSIP . 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. 0.10% p.a. If paperwork is required, the transfer may take longer. 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. Monday through Friday. Important: If the registration on your security certificates doesn't match the registration on your brokerage account, you'll need to provide additional documentation. 1. Vanguard Super Pty Ltd (ABN 73 643 614 386 / AFS Licence 526270) (the Trustee) is the trustee and product issuer of Vanguard Super (ABN 27 923 449 966). It's worth noting that some ETFs may be more tax efficient than others. *Unit Investment Trusts (UITs) have specific indicators that specify whether they are reinvest units or cash units based upon their security identifier (CUSIP). This website was prepared in good faith and we accept no liability for any errors or omissions. Then youll tell us where the assets should go. Is there another ETF process that you need help in understanding? Alternatively you can choose to receive this information at your mailing address.if(typeof ez_ad_units != 'undefined'){ez_ad_units.push([[300,250],'etfbloke_com-large-mobile-banner-1','ezslot_7',115,'0','0'])};__ez_fad_position('div-gpt-ad-etfbloke_com-large-mobile-banner-1-0'); If you are an Australian Resident it is in your interest to provide your TFN. 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. . The DRP will apply to this dividend. An ETF is essentially a diversified set of securities and as such, acts as a microcosm of a whole portfolio of investments. 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. Great work in sharing this info- wonderful for a first timer ! Answers to common account transfer questions. 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. Certificates of deposit (CDs) held in a brokerage account. Be sure to write your Vanguard Brokerage Account number on the front of the certificates in the upper-right corner. Privacy Policy. I was put on hold for a while. Computershare sold the fractional DRIP share, charged a $20-$25 fee for brokering the sale and sent me a check by mail for the net amount. You seem to be right about the number for ComputerShare. An outside broker to Fidelity tax efficient than others in reinvestment Plan ( DRP ) transfer take. Two days or more before the dividend-payable date, your distribution will be paid in addition to scheduled. 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