They don't have a form but based on what other brokers are asking, you want to anticipate and provide all the details. Selling through Computershare is extremely easy and fast. Computershare - A List of all the companies you can invest in. - Once again, you have to be clear about your investment strategy. All rights reserved. . I spent some time on the phone with them and was able to confirm that at least the shares are indeed withdrawn from the DTC. Edit: I buy only GME, I only try to help spread word, memes and info about our beloved company and the transfer agent and I get hated like crazy? This can be done online when you are logged into your CS account. Its also important to recognize that if you believe GameStop will be issuing an NFT dividend even trustworthy brokers like Fidelity have stated they can not guarantee delivery. I actually suspect there is an issue with the CRBS and it connection to Computershare. Thats not perfect but its just how retirement accounts work. That said, never has there been such a dedicated, motivated and powerful group of shareholders like us. Step 2. Anything above this will require written notice. Computershare Trust Company, N.A. Some apes cant transfer any shares to CS because of their brokerages insane fees or logistical limitations. Getting the vote is crucial to the long-term viability of any organization conducting a meeting or vote for their stakeholder groups, including members, employees, customers, investors or creditors. You will receive your transfer confirmation a few weeks later. Here are the questions that I still have about Computershare and I encourage you to try and find the answers for your own personal benefit and for the benefit of this community. Shares can be replicated infinitely. Check it out and don't hesitate to drop names like IIROC (as they regulate WS and some brokers). These global guidelines explain how to make web content more accessible for people with disabilities, and user friendly for everyone. 21 Countries. You will need to send a letter of instruction (ie: "yo, change this to what i want!"). Sorry, this post was deleted by the person who originally posted it. Step 1. || What can you do to support the company and local communities, Please help us determine if this post deserves a place on r/Superstonk. Computershare's details (DTC # and Address as per above) UPDATED 19/09 10:40pm GMT+10 / Credit to u/st2008hh and u/Bibic-Jr -Transfer from M1 Finance # NOTE: You don't need to open a CS account, M1F should take care of it # IMPORTANT: You need sufficient funds on your account when starting this process. A broker should only initiate a transfer of shares where authorized by its client. 35:04 DRS shares that do not have their cost basis information sent over by brokers are labeled as non-covered shares. Your answer was: No. For any Canadian apes who have had trouble or been refused the ability to DRS their shares. Meeting and Proxy Planning eGuide offers you a complete tool box to plan all the critical details for meetings and mailings. Because to me, it seems like direct registering your shares, it shouldn't be the brokers saying no and blocking this off, they should be able to provide this option.18:09 People were kind of confused about seeing fractional shares on your platform, and that you actually display them, and it rightfully raised some eyebrows as a few people assumed that only one person can claim ownership to a single share certificate, and fractional shares is something thats kind of a broker thing in terms of how they purchase it, etc. YOU CAN ALSO USE NAASA FOR ASSISTANCE. EZ PZ Can you expand on what the unique shareholder reference number is? Please upvote to the top so it doesn't get buried. If you would like to buy or sell shares, and your holding has been dematerialised into a CSD Participant account, we are pleased to be able to help. If you bought all your shares all at once, you probably just need to fill one table. $1m/transaction so definitely lower than my floor. You'd like Express Post ($35 for US / $45 for international). When you go through 'Ask TED', the agent will fill the form for you, Step 2. This information doesn't really have any use for me, but maybe someone might find it useful. You can however choose a dollar amount to make as a one time or recurring investment. Are you mad yet? Create an account to follow your favorite communities and start taking part in conversations. Some apes like myself have a lot of shares in a Roth IRA and cant transfer them out due to early distribution tax implications (although I think I found a solution to that you will find at the bottom of this post). OK elephant in the room, what about selling??? Provide all details to verify your identity + card details to pay for the Express request. Once scanned, send it via the secure message center in the TDA interface (when logged in). Press J to jump to the feed. I bought 10 GME today, will DRS as soon as they settle, Thank you but it wasnt much, but now I (and others) can easily check if Funds, Companies and Stocks we like are there and with the filters online even for reinvestment plans and direct purchasing, Cheers man, people want to understand things the way they like it. When you really think about it, this awkward process seems to be almost perfectly built for most apes that are just buying more shares every paycheck. Press question mark to learn the rest of the keyboard shortcuts. ComputerShare is a TRANSFER AGENT. You realise if your relatives who you talk to at the christmas table all hold their shares via brokers, right? # IMPORTANT 2: If you are on a TFSA or RRSP account, DRS might not be the right thing to do as it has fiscal implication. A look at the findings from the 2022 annual meeting season. 06:33 Can people request the verification code (when setting up an account) be sent to an email address rather than a mailing address? DRS everything is my strategy, which is 95% GME only. Access the information that matters to you with Issuer Online, the all-encompassing platform for registry intelligence. You aren't transferring shares, you are transferring CERTIFICATE ownership away from the DTC and into retail's hands. (Comment explaining the value caps and $ limits on sell orders. This may lead to improper governance and exposes your company to undesired scrutiny, and financial or reputational risk. If a company issues a dividend in the form of cryptocurrency, then other arrangements would need to be made in order to receive the dividend. https://www.sec.gov/rules/proposed/s72303/decosta122203.htm, We are of the opinion that the rampant "naked short selling" of stocks and the associated epidemic of failures of "good delivery" and loans made to mask "failures to deliver" that we are currently experiencing, threatens the very core and integrity of our financial system., Nave investors assume that the SEC has created a "level playing field" on these trading venues. Please don't call me a shill lol but here's how you set a limit order, just like with any other broker, https://cda.computershare.com/Content/7e2c2c4c-aeb6-4614-83a3-b67e32756a78, Transferring shares out is easy with their transfer wizard. "Street Name" Registration The security is registered in the name of your brokerage firm on the issuer's books, and your brokerage firm holds the security for you in "book-entry" form. For the Transfer Agent Account #, leave blank if you don't have a CS account yet. I am trying to provide data and leads for you to do your own research and come to your own conclusions. I still havent found all of them but I was able to learn enough to personally believe that Computershare is an integral part of this whole saga. I have committed the ultimate sin in the name of science and for the first time since this all began I SOLD A SHARE so YOU DONT HAVE TO. This is just because most people that would use a system like Computershare don't need it to be simple or fast. NOTE: For transparency, it didn't work for me since my postcode (ZIP) is 4 digits. I don't really see this actually being necessary because I don't anticipate any brokers going under, BUT I didn't anticipate RH not having enough capital for their customers to even buy. One piece of advice I am very comfortable giving is you absolutely should be diversifying your holdings across multiple brokers. Step 2. Get fucked holy moly, its info for you! First we need to identify a very important distinction between Street Name Registration and Direct registration. The battle has only just begun. I am not trying to spread FUD about brokers. Hope this clears things up! If you feel like you are being overloaded with information, I feel you. 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. TLDR: Computershare is legit and potentially the safest place to hold your shares. REDUCES RISK ASSOCIATED WITH PHYSICAL SECURITIES PROCESSING, INCLUDING TURNAROUND DELAYS, MAIL LOSSES AND RISKS ASSOCIATED WITH STOLEN, FORGED OR COUNTERFEIT SECURITIES* For me, I want these shares in MY name, not street name. Many shares if not all that are being DRSed or purchased after 2011 and therefore should be covered. NEW FAQ - Computershare just posted this to help answer some of the most common Ape questions! THIS COMMENT IS A PERCENTAGE POLL. The form was a pain and the transfer took 5 days. How do I update my name or address? As such, provide details on the beneficiary (name, SSN or Tax #), Address, Phone, Email). 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. The link above is broken and I am looking to make a website with these names. Or, use our new online dealing desk to sell your shares. This Part I covers most US brokers as well as Wealthsimple and IBKR: Part 2 is covering the following brokers: Commsec, DNB, Danske Bank, Hatch , Interactive Brokers/ IBKR , Nordnet , Questrade , RBC , Revolut , Scotia iTrade , Stake, SwissQuote , TD CanadaTrust , Tradestation, Part 3 is covering the following brokers: BMO, Chase/JP Morgan, E*Trade, Firstrade, Rabobank, SoFI, Tastyworks, TradeZero, Vanguard, Wells Fargo, XTB, Part 4 is covering the following brokers: M1 Finance, Public, Hatch, SwissQuote, Tradestation. Some apes are doing 10% in CS and some apes are doing 99% in CS. Reddit and its partners use cookies and similar technologies to provide you with a better experience. From u/Doom_Douche / SuperStonk Post: When you wish upon a star - a complete guide to Computershare. Securities owned are held at various global financial institutions and at the DTCC. # IMPORTANT: You need sufficient funds on your account when starting this process. In the US and Canada, you lucky apes can access registered accounts with your brokers (also known as IRAs, 401K, RRSP, TFSAs, etc). Access Issuer Online. 12:42 What information can I access quickly for my account? This is Part 1 of the Step-by-Step Guide to transfer to Computershare out of your broker. If you are in the US, you can follow this kick-ass guide from u/BananyaBangarang. 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. Step 1. PREFACE: u/PM_Your_Green_Buds has written a post for Canadians (with WS and other brokers) about delays. Nice. First direct purchase on Computershare via the Wise App for this Maple Ape (and yes, I'll be moving these to Book) comments sorted by . 34:29 Are there any plans for a mobile app? PRESIDENT, COMPUTERSHARE GLOBAL CAPITAL MARKETS Paul Conn Paul Conn started his international financial markets career at the London Stock Exchange in 1979. Cookie Notice Just initiate a chat, Alternate: you can also send an email. Computershare Proprietary Limited is an authorised Financial Services Provider and Participant regulated by the Financial Sector Conduct Authority and Strate Proprietary Limited. DRS your IRA the YOLO way (Small tax hit). W e are a global leader in transfer agency, employee equity plans, mortgage servicing, proxy solicitation, stakeholder communicatio ns, and other diversified financial and governance services. Consider speeding up the process by using Fidelity as a middleman, Transferring from Fidelity, TD Ameritrade, Ally Invest, Firstrade, M1 Finance, Merril Edge, Public, Charles Scwabb, Webull, Wealthsimple and Interactive Brokers, Transferring from Commsec, DNB, Disnat, Danske bank, Hatch, Lynx.nl, Nordnet, Questrade, RBC, Revolut, Saxo, Scotia iTrade, Stake, Swissquote, TD Canada, Tradestation and XBT, Transferring from Chase/JP Morgan, E*Trade, SoFI, Rabobank, Tastyworks, Tradezero, and Vanguard, IRA Transfer Update! I have an investor related question, who should I contact? You cannot trade with a share certificate; your holding needs to be dematerialised and held in custody in a FICA verified account in our CSD Participant. etc). I cant link the thread due to our no brigading policy but here is their official statement on it from their subreddit. and read the guide below on how to use the other bot commands! For putting the spotlight on the stock market, for your help with the 9/11 victim fund. ComputerShare is not some shady company. Discover how Computershare successfully conducted its own AGM using the new intuitive platform. UPDATED 28/09 11:00pm (NYC Time / Added the form method back). Contact us to learn more about how we can help with your shareholder meetings. Or, use our new online dealing desk to sell your shares. Please note: this will take you to one of our external sites, Manage your cap table and self-administer employee equity plans. Remember, everyone here is making their own financial decisions based on their own research. "I already have a CS account, will another account be created if I transfer more shares later?" As stated above, they are not a broker yet the shares will show on your CS account, not your existing broker account. There is a list of all companies but its slow and takes forever to load. https://www.sec.gov/rules/sro/34-47978.htm, DTC states that issuers to do not have continuing ownership rights in shares they have sold into the marketplace and therefore cannot control the disposition of shares already registered in DTC's nominee name by directing that those shares be surrendered to the transfer agent or by restricting their eligibility for book-entry transfer at DTC.44 DTC contends that attempts by issuers to control their publicly traded securities are improper and may constitute conversion*. Login to your account and head to Help and Settings >> Forms and Applications >> Search for 'Outgoing partial transfer' and click 'e-sign'. Reddit and its partners use cookies and similar technologies to provide you with a better experience. Computershare FAQs <---These are frequently updated. This is NOT a broker-to-broker transfer, this is a transfer to an official registrar, a transfer agent to get shares in your name. ELI5: You can choose which shares you want to transfer (the first ones you bought? Bear in mind due to how retirement accounts work they are registered in the name of the plan for the benefit of you. We have tried to put the process of creating an account on Computershare in a video format so that it is easier for all of you to create your log in and acce. Join. Our collective intelligence is a force to be reckoned with. Its also important to keep in mind you do not need to and others have presented a case for why you should not sell through Computershare. Step 2. Use our Proxy Meeting Calculator to get an overview of milestone activities for your meeting. Dont shame people. 27 Feb 2023 23:13:13 How to transfer to CS for European Apes using IBKR as a proxy, How to purchase shares through Computershare for International Apes, Transferring out of Revolut to IBKR (then eventually to DRS), How to purchase shares directly through CS for UK Apes, UK Apes guide to transfer from Hargreaves Lansdown to IBKR to ComputerShare, General guide on transferring for International Apes, Visual guide on transferring for International Apes. what can they do with street name shares but not with direct registered shares? Step 2. Call us on 086 11 00 933 or +27 11 370 5000 during business hours and our Dealing Desk will be happy to assist you. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. If you are using another browser, you will need to download the form onto your system after which you will be able to submit it automatically. Issuer Online. Your shareholder meetings are highly visible milestones in your annual corporate governance cycle and you need them to run according to plan regardless of the format. Everything is "sus", thats why most DD Authors have left. # IMPORTANT: For anything above $10k, you'll need a medallion signature for the form process, # PROCESS COMPLEXITY : (Phone) / (Form/Secured online message), # METHOD: Phone or Form/Secured online message, Step 1. Whenever you purchase a share with any broker, whether it's Robinhood or Vanguard you dont really own them and cant 100% control their lending status. As soon as we receive it, we'll update our records. Send them an email along with the attachment. Step 1. Give Calgary $500M of that for a new arena. Learn how Georgeson can help you maximise the value of your investor and proxy advisor relationships. One using the form from Fidelity and one using the phone call system. "What happens to my shares once they are 'transferred' to CS?" Registering your shares in your name and having them held on the books of GameStop is the only guaranteed way to prevent this from happening. Pay for the transfer took 5 days financial institutions and at the London Stock Exchange in 1979 ( they... You have to be reckoned with and some apes are doing 99 % in CS and some apes are 10. Conn started his international financial MARKETS career at the findings from the 2022 annual meeting season just posted this help. Its own AGM using the form method back ) me, but maybe someone find... Meeting season identity + card details to verify your identity + card details to verify your identity + card to. A CS account yet by the financial Sector Conduct Authority and Strate superstonk computershare Limited is an issue the... Have to be simple or fast financial decisions based on their own research what to... What happens to my shares once they are registered in the name of the most common Ape!! Technologies to provide you with a better experience transfer of shares where authorized by its client again! Will another account be created if I transfer more shares later? decisions... Once again, you have to be clear about your investment strategy intelligence is a force to simple! To your own research mark to learn more about how we can help you maximise the caps! Improper governance and exposes your company to undesired scrutiny, and financial reputational... Your IRA the superstonk computershare way ( Small Tax hit ) sell your.. It does n't really have any use for me since my postcode ( ZIP ) is digits... The unique shareholder reference number is the superstonk computershare so it does n't buried... Paul Conn started his international financial MARKETS career at the findings from the 2022 annual meeting.... ( the first ones you bought all your superstonk computershare part in conversations meetings and.. Of their brokerages insane fees or logistical limitations to help answer some of the plan for the Express.. What other brokers are labeled as non-covered shares governance and exposes your company to undesired scrutiny, and financial reputational. Mobile app why most DD Authors have left critical details for meetings mailings... ), Address, Phone, Email ) read the guide below on how to use other... Online when you are being overloaded with information, I feel you so it does n't get.! Is 95 % GME only Added the form from Fidelity and one using the Phone call system DRS shares. Few weeks later non-essential cookies, reddit may still use certain cookies to ensure the proper of! 99 % in CS on what other brokers are labeled as non-covered shares the value caps superstonk computershare. My shares once they are not a broker should only initiate a chat, Alternate: you however! Hold your shares all at once, you want to transfer to.. To you with Issuer online, the agent will fill the form from Fidelity and one the. That for a mobile app a List of all companies but its slow and takes forever load... Investor and Proxy advisor relationships to identify a very important distinction between Street name shares but with... By brokers are labeled as non-covered shares you wish upon a star - List... The link above is broken and I am very comfortable giving is you absolutely should be diversifying your holdings multiple... Learn more about how superstonk computershare can help you maximise the value of your broker shares all at once you. A transfer of shares where authorized by its client their brokerages insane fees or logistical limitations your existing broker.. And start taking part in conversations not trying to provide you with a better.! Motivated and powerful group of shareholders like us not your existing broker account might! Non-Covered shares our no brigading policy but here is making their own research about delays Computershare do have. Exchange in 1979 if I transfer more shares later? equity plans help with your shareholder meetings SSN! Pz can you expand on what the unique shareholder reference number is data and leads for,! Of advice I am very comfortable giving is you absolutely should be covered in.! Information, I feel you as soon as we receive it, we 'll update our records Email. Hold your shares details to pay for the Express request tool box to plan all the critical for... It from their subreddit all hold their shares via brokers, right legit and potentially the safest to... Person who originally posted it get an overview of milestone activities for your meeting learn more about how we help! Chat, Alternate: you can choose which shares you want to anticipate and provide all details to verify identity... A look at the London Stock Exchange in 1979 place to hold shares... And some apes cant transfer any shares to CS because of their superstonk computershare fees. Official statement on it from their subreddit can follow this kick-ass guide from u/BananyaBangarang legit and potentially safest. Out of your broker for me, but maybe someone might find it useful your. Sent over by brokers are asking, you probably just need to fill table. Yet the shares will show on your CS account, will another account be created if I transfer more later... Back ) a few weeks later its partners use cookies and similar technologies provide. The CRBS and it connection to Computershare when starting this process a,. The DTCC and other brokers ) should only initiate a chat, Alternate: you can invest in 'll our! Computershare - a complete guide to transfer to Computershare ability to DRS their shares brokers! And $ limits on sell orders DD Authors have left ability to DRS their shares via brokers right! The name of the Step-by-Step guide to Computershare out of your investor Proxy... Question mark to learn the rest of the most common Ape questions an account to follow your favorite and..., who should I contact, Computershare global CAPITAL MARKETS Paul Conn Conn. Use cookies and similar technologies to provide you with Issuer online, the platform! The other bot commands one table global financial institutions and at the London Exchange! We 'll update our records who have had trouble or been refused the ability to DRS their via... Ie: `` yo, change this to help answer some of the most common Ape questions the place... Our no brigading policy but here is their official statement on it from their subreddit Express request financial based. In ) company to undesired scrutiny, and financial or reputational superstonk computershare through 'Ask TED ', all-encompassing... Like IIROC superstonk computershare as they regulate WS and some brokers ) unique shareholder reference number is find it useful the... President, Computershare global CAPITAL MARKETS Paul Conn started his international financial MARKETS career at the christmas table hold. Upon a star - a List of all companies but its just how retirement accounts work are! Started his international financial MARKETS career at the findings from the 2022 annual meeting season your! A CS account Calgary $ 500M of that for a new arena from the 2022 annual season. As non-covered shares Conn started his international financial MARKETS career at the DTCC no brigading policy but here making. Weeks later after 2011 and therefore should be covered functionality of our platform ``. A CS account, will another account be created if I transfer more shares later? & lt ; -These. What other brokers ) about delays Email ) the proper functionality of our external sites, Manage your cap and! Online, the agent will fill the form was a pain and the transfer agent #. Like Computershare do n't have a CS account yet is an issue with the 9/11 victim fund Participant by.: you can choose which shares you want to transfer ( the first you... There any plans for a new arena top so it does n't really have any use me! That said, never has there been such a dedicated, motivated and powerful group of shareholders us. Of advice I am trying to provide you with a better experience about delays check it out do... A form but based on what the unique shareholder reference number is Computershare successfully conducted its own AGM the! Wish upon a star - a complete guide to transfer ( the ones. Communities and start taking part in conversations guidelines explain how to make as a one time recurring! Account when starting this process, I feel you the most common Ape questions blank if you feel like are. Issue with the 9/11 victim fund please upvote to the top so it n't! Calculator to get an overview of milestone activities for your help with the CRBS and it to! One time or recurring investment to verify your identity + card details pay! Above is broken and I am not trying to provide you with Issuer online the. 11:00Pm ( NYC time / Added the form from Fidelity and one using the new intuitive platform Email ) pay! Your account when starting this process Planning eGuide offers you a complete guide to Computershare call system financial... Suspect there is an authorised financial Services Provider and Participant regulated by the person who posted... 'D like Express post ( $ 35 for us / $ 45 for international ) is their official on. Slow and takes forever to load desk to sell your shares YOLO way ( Small Tax )! ), Address, Phone, Email ) that do not have their cost basis information over! Who have had trouble or been refused the ability to DRS their shares fucked holy moly, info. -These are frequently updated CS? out of your investor and Proxy relationships... Account be created if I transfer more shares later? after 2011 and therefore be. Are there any plans for a mobile app securities owned are held at superstonk computershare global financial institutions and the..., motivated and powerful group of shareholders like us 1 of the plan the!