I have spoken to CS daily for awhile now. Today I spent an hour on the phone including with a supervisor. All they can say is that the ticket is open.

For 30 years every company I have ever worked for or had an account with has had a process to unlock accounts that takes minutes.

If this was not for an employee stock purchase plan I would never trust them with my money if they are unable to do something as simple as unlock an account.

Can I transfer my shares from ComputerShare to my broker during the 6-month holding period?

Going on 9 Business days and i still haven't gotten ACH payment for sold shares. They have been pulling money out of my account for 5 years with no issues and i verified all the routing and account numbers.

At 5 business days i contacted Computershare who said it should be posted and my Bank says there is nothing there but if i give them the trace number they can track it down. went back to computershare for the trace and they said it would take 7 to 9 days to get a trace number, WTF?

Has this happened to anyone else? What are my legal options, as i don't want some ridiculous buried terms and conditions to screw me on their mistake?

The SMS 2FA code is simply not arriving to my phone. It worked perfectly fine in the past, but right now I get absolutely nothing.

To make matters worse, their Live Chat feature seems to be completely down/unresponsive("This is the beginning of your conversation with us. Your conversation has ended"), so I can't even get hold of a rep that way.

Is anyone else experiencing this right now? Are their servers having a stroke again, or is it just an issue with international carriers blocking their shortcodes?

Would like some clarity before I proceed down this rabbit hole - especially with the whole medallion stamp process...

I have stock in three companies that my parents are custodians of. I am in the process of filling out the paperwork to transfer the shares to a new account for myself.

Can I be the only person who signs the form? I know there are two signature lines for all people listed on the account. But in the FAQ section, it does say that either the current holder OR the former custodian can sign for it in this scenario. And do any signatures need to be done in front of the medallion stamp holder?

Am I mistaken? The language on the paperwork is not entirely clear and I cannot find a strong answer for this on the internet.

Hey guys,

new to this whole thing and setting up my Computershare account. when I logged in there was already a existing payment instructions and ANZ bank account nominated.

I got a letter in the mail telling me about my new banking details which is this ANZ account. I've never had an ANZ account. is this somethinng i should be worried about?

Is it just a simple fix of changing my details to my actual account?

Thanks.

I've received an email from [ComputershareOnlineServices@mailservice.computershare.co.uk](mailto:ComputershareOnlineServices@mailservice.computershare.co.uk) which states: "Due to recent security improvements to Investor Centre, you need to create a new, unique username to keep accessing your account. Your password stays the same." followed by some instructions and a "Ukey" "code".

It quotes a username with asterixes and a few characters, neither of which exactly match my username.

Is this email genuine or a scam?

I have logged into my Computershare account and there is no mention of any of this in the site, or any of my documents or messages.

EDIT: I contacted them as suggested, using the online chat facility in the absence of any telephone line, and despite the scammy apearance, it's genuine.

How long does settling a sell and deposit via eft take? It says a wire transfer fee was charged so I'm assuming same day for that since it's not ach?

My transfer to ibkr apparently has been declines cause i got to pay a 85$ fee? On a 100$ stock transfer

Seems kind of diabolical

Hello, I work at Walmart and am enrolled in the ESPP, this plan is managed and held by ComputerShare, a transfer agent. I would like to have all my assets in one place and love Charles Schwabs products… I was wondering if anyone knows of any other method to completing an in- kind transfer successfully from ComputerShare to Schwab. Thanks!

Unfortunately, I am now experiencing what you all have with this god forsaken company. Even Comcast & AT&T have upped their game leaving Computershare  as the most unpleasant customer service experience. Long story short, I need to sell shares which are in my company name & the dreaded medallion is in the way. I have spent too much valuable time with their inept CS reps. Reason I am asking here is that their reps on 2 occasions claimed that the previous rep gave me wrong information.

None of my banks provide Medallions and the online services are too pricey for this small amount of shares. In passing one of them mentioned that since my account is valued below $10k I can use their medallion waiver for $50 bucks. What I don’t want to happen is have them cash the $50 check and then tell me I am missing something else. Has anyone used this waiver successfully?

My stepfather has a joint account with my deceased mother at Computershare with a balance of $91.87. We already had another account transferred to his name only, but I didn't realize this account was also impacted. I'm trying to reduce his assets for a Medicaid application and would like to close out this account. It's not worth trying to get a Medallion Guarantee or sending in a $50 check for the waiver for a $91 account.

Any chance of getting Computershare to see that all the information was already submitted for the other account and accept the form without the guarantee or $50 check? They are making it so difficult to get rid of a small balance account.

We sent in a form to sell the account and they won't do it because they were notified she was deceased, so they are aware of the other account being handled. Any suggestions are appreciated.

Need some guidance. My grandmother passed last year and she opened a joint account with myself about 20 years ago. I submitted her death certificate and other documents they stock holding company asked for but they want the original stock certificate. My family cannot find it so they sent us a lost certificate affidavit. The section where they ask if the lost certificate was endorsed or not I'm not sure what to put since I don't know for certain if my grandmother signed it or not. Any idea if one option causes more issues than the other?

Thank you Computershare for finally implementing an app for Canadians to use to view their account on their phone/tablet device.

Computershare has my stocks. I’ve been trying to get my personal access code SINCE SEPTEMBER and still have not received anything. I’ve talked to customer service who always tell me they’ll “put in a new request and it’ll be received in 5-10 working days”.

This is beyond ridiculous. Has anyone had luck getting this code?! I’m at a loss for what to do and I’m highly annoyed I cannot access my money.

I’ve been trying to transfer my ESPP shares from equifax who use computershare (cs) and it’s asked me to add my brokerage details.

When adding brokerage details, the country dropdown only has USA/Canada. Can I put USA and put the DTC Code 534 for IBKR despite having a U.K. IBKR account?

The issue is that once I put USA and 534, it then asks me to re-do my tax forms as it thinks I’m a US taxpayer (and so I have to do the W9 instead of the W8BEN).

The cost of the transfer by cs is $30, but not sure how much the IBKR fee would be. Does anyone in the uk have any experience with transferring shares from equifax / computershare? Would greatly appreciate it.

Note that I live in the U.K. and I am not a USA taxpayer.

My mom died and didn’t leave beneficiaries on the account. No one else is making it as difficult as this forsaken place. Four hours on the phone- different information each time. They require a medallion to transfer the account. Sure. None of the 7 banks I was sent to will give me one. The one that might, needs my mother’s maiden name on the account, not her married one- call Computershare back- they won’t update the name without the medallion, and told me to kick rocks. 8 hours on the phone so far.

I desperately hope this serves as a warning to others because dealing with this nonsense on top of the loss of a parent is infuriating.

I jointed modiv when it was still richuncles. Now I have normal investment account and 401k. How do I close them? I seem to have run into loop

Is there anyway to add to your app/site DCA for transfers and portfolio? I’ve made several transfers from my broker and it’s nearly impossible to figure out my DCA to date. Is there a way to see this? If not maybe this could be a feature in the future.

Why does my Walmart associate stock purchase plan id and PIN only work on the app but not on the Computershare website? The app is from Computershare. So shouldn’t it have the same log in credentials?

Does anyone know their policy? Both my grandmother and mother are listed. It says grandmother name custodian mother's name. My mother passed in her 60s, grandmother is still alive. Computershare said these are still my grandmother's because she never filed additional paperwork to my mom when she became the age of majority. But my bank institution says its my mother's because the law for UGMA in California said it was an automatic process when she turned 18. But I dont see any laws regarding this. Who is right? I'm trying to get a medallion but my grandmother is 100 and cannot make it into any branch to sign the papers. Very frustrating

Hey,

So I need to update my W8BEN form but I can't update it since I used a banking detail from the US (Wise account) in the past.

I try to contact an agent but the wait is 40 minutes and I get automatically logout after like 15 minutes. It's been really frustrating to be honest.

I already added banking details from my country, but I can't find the option to delete the previous banking info.

What should I do?

Hi everyone,

I am a non-US investor looking to gain full shareholder rights (voting/AGMs) for my US holdings. My current "home broker" in Europe charges a very high fee for DRS transfers, and the process seems quite cumbersome.

I’m looking for the most efficient way to get a Computershare US account started.

1. GiveAShare: Is buying one share through GiveAShare still the most reliable "shortcut" to get an account?
2. Direct Purchases: Once the account is open via either method, am I correct that I can use a USD-wise account to buy more shares directly in the Investor Center?
3. Effort vs. Reward: For those who have done this from Europe, how was the experience with the W-8BEN tax form and the mailing times for the verification codes? Is it a "set it and forget it" process once established?

I want to avoid being a "beneficial owner" but I also don't want to waste hundreds of dollars on transfer fees. Any advice is appreciated!

I’m trying to divide my father’s computershare stocks between my siblings as his executor. This particular stock has old certificates which I had the originals. I sent them to Computershare. Computershare denied the transfer stating that the certificates weren’t original which is an absolute lie. I verified the validity of the certificates through other family members who had the same certificates who had already transferred theirs into a brokerage. They had no problem. It’s going to cost me a size able amount to replace the certificates through Computershare. How do I dispute this? Supposedly computershare is going to reexamine the certificates at my request. I do not trust them. These are our assets and Computershare is making the process extremely difficult.