Vanguard Brokerage Services may make a security eligible or ineligible for automatic reinvestment without prior notification to shareholders. After you purchase an ETF you will receive a welcome letter in the mail. You can find this information in the product disclosure statement. 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. The fee is charged to all transactions. CS will set up an account for you upon transferring, which they supposedly do by mail and might take awhile. Opening a Vanguard Personal Investor Account is quick, and it takes less than 10 minutes. If you were to have shares in ANZ, you would have a Computershare account which lists those holdings and the dividend instructions you want. The phone number for Computershare above takes me to a voice-recorded menu that I can't seem to escape. Thank you for your thoughtful article. What types of investments can and can't be transferred to Vanguard in kind? This helped me a lot! 1. Monday through Friday. Some stocks purchased through Computershare may have an initial setup to participate. Remember, the value of any investment can go down as well as up. If you sell the entire position two days or more before the dividend-payable date, your distribution will be paid in cash. ), ComputerShare DTC number: 7807 (edit: Verify all numbers on your own! The responsible entity of the fund is Vanguard Investments Australia Ltd. It's worth noting that some ETFs may be more tax efficient than others. Scan this QR code to download the app now. So I got bounced around a bit but was finally connected to a delightful person named Mark who was stoked to help me register my shares. ", Again, this is the best advice I have based on the information I have at the moment. I wasnt asked for CUSIP number or Computershare DTC number, only my info. 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. As we progressed she said I needed a ComputerShare account first but I told her that CS worked differently. Go to Vanguard's website and use their customer support number.) Still insanely long wait time (over 3 hours) but I believe you can get a callback. In January 2013, Computershare Limited announced that it had introduced a Dividend Reinvestment Plan (DRP) which provides shareholders with the opportunity to reinvest all or part of their dividends in additional Computershare shares, free of brokerage and other transaction costs. Changes to the way you invest with Vanguard. ]. Choose "401(k), 403(b), or other employer plan" from the account type list to start your rollover. You'll get a more accurate estimate when you start your transfer online. 1. Or will you need to log in to CS to see them? DRP elections for this dividend must be received by 5 pm AEDT on 23 February 2023. I just got off the phone with Vanguard. Bridgwater Road. For individual and joint accounts, the W-8BEN form can be completed online via Computershare. I'll post a response when I hear back. No worries Jairus glad you found it helpful! We make it easy to electronically connect with your other firm to start the transfer. 2. 1996 - 2023 Computershare Limited. 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!) When you buy shares, you also buy them through a marketplace. Note: A notary public can't provide a Medallion signature guarantee. Set order type as 'Buy'. I just now came across this so a very belated thanks to you. 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. Monday through Friday Manage your share portfolio with confidence using the Computershare's Investor Centre (AU) app. 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. She didn't have previous experience with DRS so it took her a few moments to understand it but she was very professional. Press question mark to learn the rest of the keyboard shortcuts. The Computershare DRP is open to shareholders who have a registered address in Australia or New Zealand as at the record date for the relevant dividend. Remember, the value of any investment can go down as well as up. 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. Vanguard Personal Investor annual tax statements will be issued in two tranches. This is the purpose of the W-8BEN-E form. I just got off the phone with Vanguard. You can also choose whether to transfer some or all of your assets. In this blog, I will show you how you can find out your DTC code and transfer your stocks to your . If paperwork is required, the transfer may take longer. Computershare Registration Instructions Step 1 - Confirm your stock Select option to register Enter account info Select name of stock you own sharers in Enter captcha code Step 2 - User Registration Enter account name Create login credentials Establish security questions Step 3 - Confirm your email Click on link in email Select button -I have Vanguard Australian Shares ETF Product Disclosure Statement 4 . Enter in how many units you wish to purchase. Information provided by ETF Bloke is general in nature and does not take into consideration your personal financial situation. Completion times vary depending on the type of transfer, your account details, and the company holding your account. Your other firm will confirm the information we send before transferring the assets to Vanguard. 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 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. When you buy a car you buy it from a marketplace. This is how the company or ETF that you own shares in knows how to communicate with you. If you don't fill it out, you will get tax twice! 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. My best guess is to call Vanguard again and see if they can find someone who knows the process. You can also notify us by secure email, letter or phone. Or you can manually enter your account number. Still have more questions about how to transfer your assets to Vanguard? T wast painless. A distribution is the share of income an investor receives from their ETF or managed fund. 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. 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. Save my name, email, and website in this browser for the next time I comment. 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! Please note: If your transfer cannot be completed electronically, youll need a copy of your account statement dated within the last 90 days. Once you have decided you are ready to invest, your next question might be whether to invest in an exchange-traded fund or an unlisted managed fund. All completed forms should be sent to: The Registrar Computershare Investor Services PLC The Pavilions Bridgwater Road BRISTOL BS99 6ZZ United Kingdom. Hm. Youll also need to know whether you want to transfer some or all of your assets. You will need to have your SRN or HIN (as applicable) and postcode handy. I don't know which department the number above goes to but it worked for me.). 14000 Employees. Your residual cash balance will be carried forward to the next dividend payment. FY23 interim dividend. Computershare usually requires a medallion guarantee (MG) so you will need to get a MG on the paperwork you submit to Vanguard. Just curious how to initiate it. Start by selecting or typing in that firms name. Print one of the forms below and post it to us to sign up for the Dividend Reinvestment Plan. Here are my updated instructions to save you the pain. She said she had "conflicting information" but she would investigate. Any idea what the very specific instructions were or how I could access them? 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. No long forms. This is really fantastic. (Optional dividends allow shareholders to take the dividend in cash, stock, or a combination of cash and stock. Please enter your Computershare ID and . 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. Investors holding Vanguard Managed funds and/or ETFs and/or Direct Shares - Thursday 18 August 2022. Great walk-through. Well keep in touch with you along the way. United Kingdom. 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. With the Computershare Transfer Wizard, transferring your shares is easy. It is for educational purposes only and does not constitute formal financial advice. Once you own the car the place that you bought it from has no further interest in you. Everything below is what I have learned from speaking to many many reps at Vanguard and experiencing the many many things that can go wrong: Call 855-730-0325. Much appreciated. ), Your mailing address on file with Vanguard. By Post. 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.). , you will need to log in to CS to see them some ETFs may more. Australia Ltd order type as & # x27 ; long wait time over! 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