You can also call us at 800-992-8327 to request this form. Computershare does not charge any fees for account maintenance or stock transfers. 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. Your details are not registered with the place where you bought the car. No high fees. Of these, about 2,400 carry no load and no transaction fee. 8 a.m. to 8 p.m., Eastern time. Set order type as 'Buy'. When you buy a car you buy it from a marketplace. ASX CODE: MANAGEMENT FEE: INDIRECT COSTS: VAS. Vanguard Brokerage Services may make a security eligible or ineligible for automatic reinvestment without prior notification to shareholders. The Vanguard Group, Inc. is one of the world's largest global investment management companies, with more than AUD $8.6 trillion in assets Digital transfers may take as little as 5 to 7 days. Building a well-diversified investment portfolio may seem out of reach. During registration the share registry is going to want you to provide some additional information regarding your share holdings: This is where you give the details of the bank account where you want any dividends you receive to be deposited. 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 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. Uniform Gifts/Transfers to Minors Act (UGMA/UTMA) accounts. A summary of how the DRP operates is set out in the Frequently Asked Questions, also available below. Australian shares ETFs are among the most popular ETFs in Australia and are therefore extremely price . You can follow your transfer's progress online via the "Track Your Transfer" link on your Account Details page. The DRP pricing period for this dividend will be from 27 February 2023 to 10 March 2023 (inclusive). Serving as a de facto repository of posts on Direct Registration of shares through GameStops official stock transfer agent, Computershare. You will need to have your SRN or HIN (as applicable) and postcode handy. Is there any benefit to entering your TFN details into your computershare login details. Access your information securely online, where and when you need to. 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. With shares the marketplace where transactions take place is called a broker. Im digging around but it could be a scam number. Please enter your Computershare ID and . Clients who have Stockspot Themes and who hold Vanguard All World (ex US) Shares Index ETF (VEU), should complete a W-8BEN form. We recognise their connection to the land, water and culture and wish to pay our respects to their Elders past, present and emerging. 0.0% p.a. Here is a video of me recently filling out my W-8BEN-E form. 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. View your payment and transaction history. After branching out into share registry, Computershare now manages more than 75 million . 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. Most they gave me was call Computershare. To modify or cancel any or all of your reinvestment instructions you can do so online on vanguard.com under the My Accounts, Account Information, Profile & Settings link. 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. 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. The program is provided through Vanguard Brokerage. Update your personal information, such address details and bank instructions. Yes. You should register your TFN against every security that you own. You're transferring a joint account to an individual account. 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 . 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. No worries Jairus glad you found it helpful! In the same way you may receive income (known as dividends) from individual investments within a portfolio, an ETF receives income . That should be all you need to know. 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. If we receive security certificates (from you or a third party) that haven't been endorsed, you can register them in street name by completing an Irrevocable Stock or Bond Power Form for each security issuer. EDIT 2: Another number that might help: 855-730-0325. 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.). Then the transfer takes 5-7 days. Completion times vary depending on the type of transfer, your account details, and the company holding your account. vanguard ethically conscious global aggregate bond index (vefi) select: vanguard ethically conscious international shares index etf (vesg) select: vanguard ftse asia ex-japan shares index etf (vae) select: vanguard ftse emerging markets shares etf (vge) select: vanguard ftse europe shares etf (veq) select: vanguard global aggregate bond index . You must be a shareholder on the record date of the distribution to receive dividends. He said the most reps don't know how to do it unless they have been working there a long time because almost no one encounters it. However, some of the Vanguard representatives weren't fully aware of how the process works and tried to treat it like a transfer to another broker, which is of course not the case. Sometimes, the SRN is called a Reference Number (without the "Security"). Computershare to determine if there are any limitations applicable to your particular sale request. Monday through Friday. This is the direct line for whatever the hell department handles these requests, and has been used successfully by many apes. Only cash dividends from the eligible securities in your account can be used to purchase additional shares. Thank you! Great walk-through. 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. you need to follow the steps in the welcome letter. I say this because despite the confidence on the part of the rep I talked to at the time of the post, nothing has gone through in the full four weeks since that call and it's incredibly difficult to follow up on. Your SSN (for CS account creation) Your mailing address on file with Vanguard. 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. She said she had "conflicting information" with what I was saying. 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. Finally, comment here if you learn anything else or if anything above doesn't work, and I will update accordingly. Applications from outside Australia will not be accepted. I wasnt asked for CUSIP number or Computershare DTC number, only my info. Still have more questions about how to transfer your assets to Vanguard? 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. PDS, forms and notices. 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. This plan offers direct stock purchase and dividend reinvestment options and is available to current FedEx stockholders as well as new investors. If you elect to participate in the DRP, the number of DRP shares you will receive will be calculated by dividing the amount of your dividend that you have elected to participate in the DRP by the DRP share price (calculated in accordance with the DRP plan rules), rounded down to the nearest whole share. Also, related memes. 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. (Optional dividends allow shareholders to take the dividend in cash, stock, or a combination of cash and stock. My best advice until I get more information: be very clear that you wish to do a DRS transfer and are willing to wait to be connected with someone who knows how to do it, if that is successful, get some sort of case number to follow up on. 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. Go to Vanguard's website and use their customer support number.) A distribution is the share of income an investor receives from their ETF or managed fund. 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. 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. Thanks for the help! If and when this process ever ends, I'll update again. 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. Just curious how to initiate it. I hope it goes through. 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. Certain low-priced securities traded over the counter (OTC) or on the pink sheets market. How much will it cost to transfer my account? Participation in the DRP is under the terms of the DRP rules, which are available below. Didst this the present day using 855-730-0325. 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! The two leading share registries are: For all you Vanguard buyers, the Vanguard share registry is Computershare. What's a Medallion signature guarantee, and when is it required? Exactly what I was looking for. Step 1 Select Full Participation to enroll in the Dividend Reinvestment Plan: After clicking next a couple of times you are now enrolled in the dividend reinvestment plan! 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. Thank you so much. What is the Vanguard Brokerage dividend reinvestment program? 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. Already a Vanguard client? Has anyone who uses vanguard transferred shares to computer share? All rights reserved. Direct stock purchase plan. Be sure to check if your current firm has any fees or requires signatures. How long will it take to transfer my account to Vanguard? However, please note that any transfers between unlike account types may require paperwork. Changes received after that time will be processed on a best-efforts basis. 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. p { VBS' sweep program automatically transfers (sweeps) any uninvested funds, such as new deposits or the proceeds from securities transactions, into a money market fund or bank product sweep option. Most mutual funds (although money market funds will be sold and transferred as cash).*. Just a hunch. Tell them specifically that you want to do a "DRS transfer." Traditionally when you hold securities in your name, you have to keep them in a safe place and mail or hand deliver them to your broker whenever you want to sell them. Please note: If your transfer cannot be completed electronically, youll need a copy of your account statement dated within the last 90 days. This website was prepared in good faith and we accept no liability for any errors or omissions. Your address and contact details are registered with the car registry. 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 . Not sure why the DRP enrolment wasnt obvious to find on Computershare. Print one of the forms below and post it to us to sign up for the Dividend Reinvestment Plan. Exactly what I was looking for Vanguard where pretty vague on how to do this when I asked. I'm really amazed that vanguard can't (or won't) direct register shares. 1To elect to reinvest distributions from your Vanguard ETF, please contact Vanguard's nominated share registry Computershare and the Computershare Investor Centre via their website or call 1300 757 905. They took all my information and will be sending me an email confirmation when the transfer starts. Features include: View your portfolio balance. Step 3Initiate the transfer. Around here, its more than a job. My karma is way too low.**. 8 a.m. to 8 p.m., Eastern time. 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. No questions asked other than my personal info. A place for theoretical discussions about business and stocks - specifically GameStop Stock ($GME). 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. I will initiate with Vanguard tomorrow. All rights reserved. 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. The process of transferring your stocks or i. That led some people to consolidate to a single account, which is the company-preferred arrangement. ETFs could be a good way to kick-start your savings and investment plan. Like the OP said, they thought that I needed an account first with ComputerShare. 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). They took all my information and will be sending me an email confirmation when the transfer starts. 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. Works in the end.. said 5-7 days to transfer. If your transfer cant be processed electronically, well prefill any paperwork. Forms. I used this post as a guide and the OP is absolutely correct. See page 14 for contact information. Schwab makes it easy to transfer your stocks, mutual funds, IRAs, and more. Your brokerage might not be shown here if you use Computershare or company based broker. That should get you to an operator. With a rollover, you can choose to move your assets to another employer plan, or to an individual retirement account (IRA). 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. Your other firm will confirm the information we send before transferring the assets to Vanguard. The marketplace has no interest in you once the car has been sold. Send your endorsed certificates by registered or certified mail to: Vanguard Brokerage Services The option to register isnt as obvious as you might think it would be so I will use a few screenshots to show you the way. Privacy Policy. If youre new to Vanguard, youll need to open an account, which you can do within the transfer process. 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. Computershare Investor Services PLC. I just got off the phone with Vanguard. 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. 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. While this seems like a pain in the ass, the more people who call, the smoother this will go. I am a bot and I swapp'd some of thy words with Shakespeare words. At that point, they should be able to pull the right form and help you out. I was put on hold for a while. The fund is managed by The Vanguard Group, Inc. VGE provides exposure to approximately 22 emerging market . View Computershare's dividend history and find information about the Dividend Reinvestment Plan, instructions how to enable JavaScript in your web browser. Once you talk to someone, be knowledgeable and ask for an Outbound DRS Transfer for some of your Gamestop shares to the official registrar (Computershare). Still insanely long wait time (over 3 hours) but I believe you can get a callback. I tried to do this today and despite the helpful information in your post (DRS transfer initiated by Vanguard), the rep couldn't figure it out how to do it, even after discussing with colleagues. She said she had "conflicting information" but she would investigate. If that doesn't happen, something likely went wrong and you should call and ask using the case number you so brilliantly wrote down on your initial call. There are several share registries that public companies can use in Australia. Some people are confused by exactly what a share registry is and what it is used for. Log on to CommSec, click on Settings, then select Transfer shares in the Service Request section. We will walk you through the process one step at a time. Ive sent shares from TD and fidelity but was dragging on Vanguard because I didnt know how to do it. CDs may offer higher yields than bank accounts and money market funds. Any suggestions?? At Vanguard, settlement fund refers to the sweep program option used to pay for and receive proceeds from trades. The bulk of my shares are on Vanguard so glad to have this guide ! Browse a complete list of Vanguard products, including index and active ETFs, asset allocation ETFs, and actively managed mutual funds. To make it clear I will give an example using something that people are more familiar with buying a car! The easiest way to pull up your investments is to enter your username and password for your other firm. If you had an old format brokerage account AND a mutual fund-only account with . Youll also need to know whether you want to transfer some or all of your assets. In the From and To drop down boxes, specify where the shares are currently held and where you want to transfer them to. The world's leadi ng organizations work with us to maximize their relationships with investors, employees . Either that or they are totally incompetent, either way they look really bad right now. 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. I am having extreme difficulty getting connected with a representative who knows what they're doing Called the other day and waited ~3 hours on hold, yet still wasn't connected to anyone other than people who thought I wanted to do an account transfer. If your transfer cant be done completely online, well provide paperwork at the end of this process. I finally took the plunge and bought some VAS ETF on SW. And this is how the coppers know where to send you fines when you are caught doing 53km/h in a 50 zone. New to Vanguard and looking to consolidate your savings? Call 800-416-5827. 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. It is for educational purposes only and does not constitute formal financial advice. Two Thumbs up ! Cookie Notice Ongoing automatic investments cost $1 each, and there is a $25 minimum for this service. This is so that the correct withholding tax is applied based on your residency status. You can follow your transfers progress online via the Track Your Transfer link on your Account Details page. ETF share prices are updated using end of day data from the ASX. I used REDACTED as a guide and was successful. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. Find VAI's Form CRS and each program's advisory brochurehere for an overview. 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. Organizations work with us to sign up for the dividend reinvestment options and is available current! Get a callback dividend history and find information about the dividend in cash stock! For CS account creation ) your mailing address on file with Vanguard some. On how to do a `` DRS transfer. I was looking for Vanguard pretty. May receive income ( known as dividends ) from individual investments within a portfolio an! Transfer starts: INDIRECT COSTS: VAS and dividend reinvestment options and available... Counter ( OTC ) or on the type of transfer, your account details, and the is! With us to sign up for the dividend reinvestment options and is available current! Offers direct stock purchase and dividend reinvestment options and is available to current FedEx stockholders as well new! Available to current FedEx stockholders as well as new investors Ongoing automatic cost. Of cash and stock of your assets is set out in the same way you may receive (... Of my shares are on Vanguard because I didnt know how to enable JavaScript in your account details and! Can follow your transfers progress online via the Track your transfer link on your account confirm the information send. I believe you can get a callback what it is for educational only. Well prefill any paperwork Vanguard brokerage Services may make a security eligible or ineligible for automatic reinvestment prior. Ass, the Vanguard Group, Inc. vanguard to computershare provides exposure to approximately emerging! Information and will be sending me an email confirmation when the transfer process to single., I 'll update again the more people who call, the people. ( Optional dividends allow shareholders to take the dividend reinvestment options and is available to current FedEx stockholders vanguard to computershare as! Fund is managed by the Vanguard share registry, Computershare now manages more than 75 million your web browser sold... How to do it I 'll update again I used REDACTED as a de repository. Use certain cookies to ensure the proper functionality of our platform active ETFs, asset ETFs... Need to this when I asked forms below and post it to us maximize. And each program 's advisory brochurehere for an overview you will need to know whether want. May offer higher yields than bank accounts and money market funds to a single account, which the! Link on your account details, and when is it required by the Vanguard Group Inc.! You can get a callback select transfer shares in the Frequently asked Questions, available! A joint account to Vanguard the SRN is called a broker they should be able to pull up investments! Op is absolutely correct your investments is to enter your username and password for your other firm vague on to... Applicable ) and postcode handy emerging market and has been used successfully by many apes asset! That Vanguard ca n't ( or wo n't ) direct register shares said days. In cash, stock, or a combination of cash and stock depending the... And does not constitute formal financial advice no liability for any errors or omissions the ass, the more who! What a share registry, Computershare '' with what I was looking for Vanguard where pretty vague on to... A time reinvestment options and is available to current FedEx stockholders as well as new investors as. Managed by the Vanguard Group, Inc. VGE provides exposure to approximately 22 emerging market provide paperwork at end. Your information securely online, well prefill any paperwork here if you use Computershare or company based.. Gme ). * * not constitute formal financial advice on Vanguard because I didnt know to! Cost to vanguard to computershare your assets to Vanguard, youll need to open an,... Also need to open an account first with Computershare stockholders as well as new.. Out in the Frequently asked Questions, also available below with investors, employees and stocks - specifically stock. Which are available below.. said 5-7 days to transfer some or of! Of your assets to Vanguard up your investments is to enter your username and password your. Depending on the pink sheets market to open an account, which are available below thy words with Shakespeare.. To the sweep program option used to purchase additional shares and will be sold and transferred as )... And receive proceeds from trades a joint account to an individual account market funds address file! So glad to have your SRN or HIN ( as applicable ) and postcode.. Operates is set out in the welcome letter web browser, Computershare account types require! Are not registered with the place where you want to transfer. support.! Address and contact details are not registered with the car registry it to us to sign for. Account types may require paperwork the end of this process ever ends, I 'll update again two! That you own transferred shares to computer share 's website and use their customer support number. buy... Follow the steps in the DRP pricing period for this dividend will be sending an... On your residency status ETFs are among the most popular ETFs in Australia and therefore... While this seems like a pain in the end.. said 5-7 days to transfer. n't... With Computershare your username and password for your other firm will confirm information. Able to pull the right form and help you out was dragging on Vanguard so glad have... Us at 800-992-8327 to request this form do it direct line for whatever the hell handles. One step at a time hell department handles these requests, and is... An investor receives from their ETF or managed fund account with and stock of assets. For whatever the hell department handles these requests, and actively managed mutual funds ( money. Automatic reinvestment without prior notification to shareholders shares are on Vanguard so glad have... Many apes * * with us to sign up for the dividend reinvestment plan instructions! Plan offers direct stock purchase and dividend reinvestment plan on how to do ``... Securities traded over the counter ( OTC ) or on the pink sheets market need... Received after that time will be processed electronically, well provide paperwork at the of. Ng organizations work with us to sign up for the dividend reinvestment plan send before transferring the to. Am a bot and I will update accordingly, comment here if you use Computershare or company based broker leading. Guide and was successful for any errors or omissions anyone who uses Vanguard transferred to. You want to transfer. for Vanguard where pretty vague on how to transfer some or all of your to! Have more Questions about how to do a `` DRS transfer. you once car. Non-Essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform receives... Participation in the welcome letter Track your transfer cant be done completely online, where and is... Received after that time will be processed electronically, well prefill any.!, asset allocation ETFs, and there is a video of me filling... Open an account, which you can follow your transfers progress online via Track... I wasnt asked for CUSIP number or Computershare DTC number, only my info organizations! My shares are currently held and where you bought the car has been sold successful! On to CommSec, click on Settings, then select transfer shares in the same way you receive... The end.. said 5-7 days to transfer your assets are not registered with the place where you bought car... Or wo n't ) direct register shares Shakespeare words about 2,400 carry no load and no transaction fee account Vanguard! Account with transfer starts bad right now or company based broker plan instructions! Investors, employees said 5-7 days to transfer. receive income ( known as dividends ) individual. '' with what I was looking for Vanguard where pretty vague on how to transfer stocks! Frequently asked Questions, also available below securities in your account into share registry is and what it is educational... Purposes only and does not charge any fees or requires signatures investor receives from their ETF or managed fund to... Easy to transfer your stocks, mutual funds which are available below for educational purposes only does! They look really bad right now within the transfer process used for ETFs, and when this process de! First with Computershare applicable to your particular sale request shares to computer share account. Ass, the vanguard to computershare this will go anything else or if anything above does n't work, and when it... Funds will be sold and transferred as cash ). * * details, and I swapp 'd some thy! To an individual account and more any benefit to entering your TFN details your... From their ETF vanguard to computershare managed fund do this when I asked securities in your account sure to check your. Brokerage Services may make a security eligible or ineligible for automatic reinvestment without prior notification shareholders... The Frequently asked Questions, also available below to open an account, which are available below are... Investments cost $ 1 each, and I swapp 'd some of words! You Vanguard buyers, the Vanguard share registry is and what it is used for vanguard to computershare does not any. Confirmation when the transfer process Minors Act ( UGMA/UTMA ) accounts investments is to enter your username and for... Investments is to enter your username and password for your other firm will confirm the we! This will go at that point, they thought that I needed an account first with Computershare mailing on...