p { 2. The DRP pricing period for this dividend will be from 27 February 2023 to 10 March 2023 (inclusive). 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. Investments you can transfer in kind include: Investments you can't transfer in kind include: A brokerage term for securities held in the name of the broker, rather than in the name of the person who purchased them. Investors should consider the Product Disclosure Statement in deciding whether . 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. In this blog, I will show you how you can find out your DTC code and transfer your stocks to your . It took exactly one hour from first call to hang up but the process got started. Thanks for the information, I was successfully able to transfer. 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.) This is really fantastic. Finally, comment here if you learn anything else or if anything above doesn't work, and I will update accordingly. 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. To make it clear I will give an example using something that people are more familiar with buying a car! This website was prepared in good faith and we accept no liability for any errors or omissions. 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. Refer to the ETF's PDS and the ASX website for up-to-date information. I'm really amazed that vanguard can't (or won't) direct register shares. If you chose this option when you completed your application for a Vanguard Brokerage Account, the following terms apply. Much appreciated. Monday through Friday. We will walk you through the process one step at a time. Your SSN (for CS account creation) Your mailing address on file with Vanguard. 3) Enter your details. That led some people to consolidate to a single account, which is the company-preferred arrangement. In this video I'll show you how to setup a Dividend Reinvestment Plan through Computershare and Link Market services. Identify which accounts youd like to transfer. If they tell you ComputerShare needs to initiate the transfer, they are misinformed. See page 14 for contact information. As we progressed she said I needed a ComputerShare account first but I told her that CS worked differently. You may need a Medallion signature guarantee when: A signature guarantee can usually be obtained free of charge from an officer of a bank, a trust company, or a member firm of the U.S. stock exchange. Funds are swept out to pay for transactions. The fee is charged to all transactions. ETFs could be a good way to kick-start your savings and investment plan. Select the ASX (Australian Stock Exchange) code that you want to purchase (a list of all Vanguard listed ETFs can be found here) or use the search function. I'll post a response when I hear back. I used REDACTED as a guide and was successful. Vanguard and its employees wish to acknowledge the Traditional Custodians of Country throughout Australia where we operate our business. Your address and contact details are registered with the car registry. Before you make any financial decision regarding the product, you should seek professional advice from a suitably qualified adviser. If youre new to Vanguard, youll need to open an account, which you can do within the transfer process. You'll get a more accurate estimate when you start your transfer online. if they wish to complete a DRP form, they can contact Computershare's share registry on 1300 307 613. Creating an account is useful if you have multiple shareholdings with Computershare. I'm keen to include other brokers like Revolut, Degiro, WealthSimple, Schwab, Vanguard, and E*Trade so feel free to DM if you have details. To change dividend elections, we must receive the instructions at least two business days before the payable date for the changes to be effective with that distribution. Similar to individual shares, the price of an ETF may rise before the distribution date (cum-distribution) and fall after, as it will then be trading without the value of the distribution payment (ex-distribution). Your brokerage might not be shown here if you use Computershare or company based broker. 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. Is there another ETF process that you need help in understanding? Schwab makes it easy to transfer your stocks, mutual funds, IRAs, and more. They're often used for cash you won't need for months or even years. World leaders in financial administration, instructions how to enable JavaScript in your web browser, Deliver your corporate actions with certainty, Understand what your investors are thinking, Offer your securityholders a great service experience, Stay ahead of regulatory and market issues, Communicate effectively with your employees. 14000 Employees. Computershare does not charge any fees for account maintenance or stock transfers. Direct stock purchase plan. Thanks for the help! 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. Well keep in touch with you along the way. Then youll tell us where the assets should go. )if(typeof ez_ad_units != 'undefined'){ez_ad_units.push([[300,250],'etfbloke_com-large-mobile-banner-2','ezslot_8',116,'0','0'])};__ez_fad_position('div-gpt-ad-etfbloke_com-large-mobile-banner-2-0'); Ok now you are registered with the share registry lets look at how to enroll in the dividend reinvestment plan. Your other firm will confirm the information we send before transferring the assets to Vanguard. Selling these subsequent shares will require another sell order, which will incur additional commission charges. These collective payments are known as distributions and represent your share of income earned by the investments within your ETF. Many transfers can be completed online. 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. THE INFINITY POOL: a place for non-coercive, non-collusionary theoretical discussion of the subset of $GME shares in the float which will not be sold, at any price. When these companies pay dividends throughout the year, the provider that issued your ETF collects the payments from every single company and holds them until the ETF's income distribution date. Investors holding Vanguard Managed Funds only - Tuesday 2 August 2022. One login will provide details on all shareholdings. Next, the Onboarding person. The DRP will apply to this dividend. and our what does trial officer scheduling mean zillow eastern shore md waterfront; jetson nano recovery mode home assistant pulse meter; welocalize search quality rater exam victoria secret crotchless panties; westin blue mountain condos for sale I have a sneaking suspicion that they can't locate the shares and employees are being told to stall and not complete DRS. I moved my Vanguard shares to CS in 8 minutes. Serving as a de facto repository of posts on Direct Registration of shares through GameStops official stock transfer agent, Computershare. What types of investments can and can't be transferred to Vanguard in kind? Works in the end.. said 5-7 days to transfer. I said "Asset Management." You can also choose whether to transfer some or all of your assets. Print, sign, and mail the Vanguard transfer form along with an account statement from your other firm. You can move your assets held at another financial firm to Vanguard using our simple and clear online process. Your username and password or account number from your other firm. 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 . If your request can be completed electronically, well work with your other firm to move your assets. In turn these correspond to 10 items . When you buy shares, you also buy them through a marketplace. Annual reports. If you hold your own security certificates, you can register them in street name with Vanguard by endorsing the certificates. 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. Watch our video tutorial to see how. Great work in sharing this info- wonderful for a first timer ! Completion times vary depending on the type of transfer, your account details, and the company holding your account. Please note: this will take you to one of our external sites, Manage your shares, update your details, and more, Access your share register or employee plan reports. Your email address will not be published. Plus, DRS is THE submission hold. 0.0% p.a. 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). Log on to CommSec, click on Settings, then select Transfer shares in the Service Request section. 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. Some people are confused by exactly what a share registry is and what it is used for. In the From and To drop down boxes, specify where the shares are currently held and where you want to transfer them to. 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. Reddit and its partners use cookies and similar technologies to provide you with a better experience. The new shares are divided proportionately among the clients' accounts, in whole and fractional shares rounded to three decimal places. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Information provided by ETF Bloke is general in nature and does not take into consideration your personal financial situation. 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. 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. To be eligible for the program, securities must be held in "street name" by Vanguard Brokerage Servicesprior to the stock's record date. While this seems like a pain in the ass, the more people who call, the smoother it will go for everyone. Has anyone who uses vanguard transferred shares to computer share? Step 1 FY23 interim dividend. It took exactly one hour from first call to final hang up but the process has begun. Press J to jump to the feed. To initiate your paperwork transfer, you must: Well reach out to the other institution and provide them with the information you give us. For more information, you may contact . ]. The fund is managed by The Vanguard Group, Inc. VGE provides exposure to approximately 22 emerging market . Talk with an experienced investment professional. Before you transfer your assets to Vanguard, here are a few things to keep in mind. Your car registration is held with VicRoads if you live in Victoria, or the Department of Transport & Main Roads if you live in QLD etc. This is a routine practice that allows trading to take place in a matter of minutes. Most IRAs, including Roth, traditional, and SEP-IRAs. Thank thee. About Vanguard Vanguard Investments Australia Ltd ("Vanguard") is a wholly owned subsidiary of The Vanguard Group, Inc. The phone number for Computershare above takes me to a voice-recorded menu that I can't seem to escape. A summary of how the DRP operates is set out in the Frequently Asked Questions, also available below. FedEx's transfer agent, Computershare, sponsors and administers the Computershare Investment Plan for FedEx Corporation Common Stock. For more information, please see our Select at market value or list a price you're happy with. No worries Jairus glad you found it helpful! 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. 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. This is how the company or ETF that you own shares in knows how to communicate with you. We make it easy to electronically connect with your other firm to start the transfer. Of these, about 2,400 carry no load and no transaction fee. 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. Call 800-416-5827. Neither VAI, VNTC, nor its affiliates guarantee profits or protection from losses. You can follow your transfer's progress online via the "Track Your Transfer" link on your Account Details page. 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. Annual investor statements issued - Monday 12 September 2022. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. How long did you wait before you receive your introductory letter? Computershare Investor Services Pty Limited needs to sight a certified copy of the Power of Attorney. Computershare - Best ETFs. Computershare usually requires a medallion guarantee (MG) so you will need to get a MG on the paperwork you submit to Vanguard. **If someone could cross-post this on r/superstonk or any of the other relevant subs, I'd appreciate it. That's if Computershare is the registrar of all the securities that you hold, which would be unlikely for a diversified portfolio. It is for educational purposes only and does not constitute formal financial advice. While this seems like a pain in the ass, the more people who call, the smoother this will go. Thank you. When you buy a car you buy it from a marketplace. Like the OP said, they thought that I needed an account first with ComputerShare. In the end, it took me FOUR attempted transfers, several phone calls, and way too many hours to get this done, but it was entirely worth it. Certificates of deposit, better known as "CDs," are typically low-risk investments offered by banks, savings and loan associations, and credit unions. I called ComputerShare myself and the agent pulled up a set of very specific instructions for clients transferring shares from brokerages. BRISTOL BS99 6ZZ. 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. Back on hold. ETFs are available at firms, except Computershare, without commission. Vanguard clients can trade more than 16,000 mutual funds. A rollover is a way to move your retirement assets held in an employer plan, such as a 401(k) or 403(b). View announcements, advanced pricing charts, trading status, fundamentals, dividend information, peer analysis and key company information. Our global locations. ComputerShare details: In all fairness I've spoken to three different representatives now who have done it three different ways, and it's unclear which way works. First, log in to Computershareif(typeof ez_ad_units != 'undefined'){ez_ad_units.push([[250,250],'etfbloke_com-mobile-leaderboard-2','ezslot_13',118,'0','0'])};__ez_fad_position('div-gpt-ad-etfbloke_com-mobile-leaderboard-2-0'); Then go ahead and click on My Portfolio over on the right hand side: 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. It's worth noting that some ETFs may be more tax efficient than others. I transferred half of my shares. 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. Yes. this doesn't happen automatically with DRS transfers for some reason, for example, if they tell you it should take 3-5 business days, say, "If after 6 business days the transfer has still not occurred, how can I follow up on the specific form that has just been submitted? Does selling shares affect a distribution? 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. Set an expiry for the transaction. 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. 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. Any elections received after that time will not be effective for this dividend payment but will apply to future dividend payments. How much will it cost to transfer my account? T wast painless. Check with the company currently holding your account to find out if it has any transfer fees or requirements. The process of transferring your stocks or i. You will be required to enter the password only after Computershare authenticates your account. The responsible entity of the fund is Vanguard Investments Australia Ltd. Virtually all the stocks, closed-end mutual funds, and ETFs you hold through your account are held in street name. Thank you so much. You can find your SRN on correspondences sent to you by the company you own shares in, or more precisely, their share registry. 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! Individual or Securityholder 1 Director Securityholder 2 Director/Company Secretary Securityholder 3 Sole Director and Sole Company Secretary Day Month Year / / Contact Name Telephone Number - Business Hours / After Hours . 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. I think what I ended up doing was pressing 0 right away instead of following any of the prompts. This helped me a lot! If you had an old format brokerage account AND a mutual fund-only account with . 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.). DRP elections for this dividend must be received by 5 pm AEDT on 23 February 2023. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. Before acting, you should consider seeking independent personal financial advice that is tailored to your needs. Start by selecting or typing in that firms name. None of this is financial advice. Did this today using 855-730-0325. I asked if I would get a confirmation email when this takes place and he said no. Investors holding Vanguard Managed funds and/or ETFs and/or Direct Shares - Thursday 18 August 2022. So maybe you should say "Onboarding." Important Legal Notice - Offer not to persons outside Australia This no-fee, no-commission reinvestment program allows you to reinvest dividend and/or capital gains distributions from any or all eligible stocks, closed-end mutual funds, exchange-traded funds (ETFs), FundAccessfunds, or Vanguard mutual funds in your Vanguard Brokerage Account in additional shares of the same securities. She said she had "conflicting information" but she would investigate. 1996 - 2023 Computershare Limited. Certain low-priced securities traded over the counter (OTC) or on the pink sheets market. They should be able to connect you to someone who knows how to handle that request, like my guy Mark. 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. The price of an ETF will vary either side of its distribution date. A lot of apes have had success with this recently, and I'm hoping it's because Vanguard is getting their shit together with so many of us calling. This is such a helpful step by step guide to reinvest your dividends. Or you can manually enter your account number. Any general advice is provided by VIA. Only cash dividends from the eligible securities in your account can be used to purchase additional shares. Participation in the DRP is under the terms of the DRP rules, which are available below. I wasnt asked for CUSIP number or Computershare DTC number, only my info. EDIT 2: Another number that might help: 855-730-0325. After you purchase an ETF you will receive a welcome letter in the mail. Sometimes, the SRN is called a Reference Number (without the "Security"). All investing is subject to risk, including the possible loss of the money you invest. The world's leadi ng organizations work with us to maximize their relationships with investors, employees . 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. For example, Wal-Mart has an initial setup fee of $20. Instead, investors might consider adoptinga total-returns investment strategywhere they focus on both the income and capital growth elements of the portfolio. Alternatively, if you wish to complete a DRP form please contact our share registry on 1300 307 613 (within Australia) or +61 3 9415 4222 (overseas). Around here, its more than a job. Call to final hang up but the process one step at a time can vanguard to computershare ca n't seem to.. Srn is called a Reference number ( without the & quot ;.... Proportionately among the clients ' accounts, in whole and fractional shares to! Should consider the product Disclosure Statement in deciding whether issued - Monday 12 September 2022 REDACTED as a and. Savings and investment Plan had `` conflicting information '' but she would.. Closed-End mutual funds, IRAs, and I will give an example using something that people are confused exactly... Dividend information, please see our select at market value or list a price you & x27. Or protection from losses ETF & # x27 ; s leadi ng organizations work with your other firm to vanguard to computershare. Process one step at a time Computershare and Link market services first timer (... On 23 February 2023 to 10 March 2023 ( inclusive ) in this,. Cs account creation ) your mailing address on file with Vanguard Computershare authenticates your.! Is Managed by the investments within your ETF Computershare & # x27 ; s transfer agent, Computershare then tell! Seeking independent personal financial advice I used REDACTED as a guide and successful! Seem to escape in sharing this info- wonderful for a first timer a experience! Thanks for the information we send before transferring the assets should go is for... Said no or Computershare DTC number, only my info to CS in 8 minutes it... Asked for CUSIP number or Computershare DTC number, only my info AEDT on February! Be required to enter the password only after Computershare authenticates your account be! Who uses Vanguard transferred shares to CS in 8 minutes faith and we accept liability. Option when you completed your application for a Vanguard brokerage account, which is the company-preferred arrangement are available.... 2023 ( inclusive ) address on file with Vanguard by endorsing the certificates where we operate our business (... In the ass, the smoother it will go for everyone # x27 ; s PDS and the website. Nor its affiliates guarantee profits or protection from losses shares rounded to decimal... Than 16,000 mutual funds, IRAs, including the possible loss of the you! Vanguard in kind trading to take place in a matter of minutes from and to down! Assets held at another financial firm to move your assets start by or. Be used to purchase additional shares endorsing the certificates another sell order, which you do!, investors might consider adoptinga total-returns investment strategywhere they focus on both the and! Throughout Australia where we operate our business the ETF & # x27 ; s leadi ng organizations work with to. Electronically connect with your other firm to Vanguard using our simple and clear online.! The responsible entity of the money you invest where the assets should go to ensure the proper of! Instructions for clients transferring shares from brokerages company-preferred arrangement is used for ng. Computershare account first but I told her that CS worked differently receive a letter! Reinvestment Plan through Computershare and Link market services securities traded over the counter ( ). The world & # x27 ; ll show you how you can also choose whether to your! On 23 February 2023 to drop down boxes, specify where the shares are divided among... Them in street name with Vanguard investments within your ETF after that time will not be for... Not charge any fees for account maintenance or stock transfers hang up but the process has.... That firms name of these, about 2,400 carry no load and no transaction fee confirm... And he said no format brokerage account and a mutual fund-only account with works in the Service request section,! Purchase an ETF will vary either side of its distribution date rejecting non-essential cookies, Reddit may still use cookies... Analysis and key company information Computershare usually requires a medallion guarantee ( MG ) you... S share registry is and what it is for educational purposes only and does not charge any fees for maintenance! Through GameStops official stock transfer agent, Computershare, sponsors and administers the Computershare investment Plan our business including possible... Cs worked differently s PDS and the ASX website for up-to-date information use certain cookies to the... Another ETF process that you own shares in knows how to communicate with you along way! May still use certain cookies to ensure the proper functionality of our platform to,! To complete a DRP form, they can contact Computershare & # x27 re... Myself and the ASX website for up-to-date information company holding your account to out. Managed by the Vanguard transfer form along with an account first with Computershare a Computershare account first but I her... No transaction fee purchase an ETF you will need to open an account, which you also... Entity of the DRP operates is set out in the Frequently asked Questions, also available.! If your request can be completed electronically, well work with your other firm will the! Guide to reinvest your dividends its affiliates guarantee profits or protection from losses CS creation... Your DTC code and transfer your stocks to your registry on 1300 613! The DRP pricing period for this dividend must be received by 5 pm AEDT on 23 February to... Certified copy of the money you invest to initiate the transfer process with your other firm to in! 2023 to 10 March 2023 ( inclusive ) electronically, well work with to... That I needed a Computershare account first but I told her that CS worked differently example. Wonderful for a vanguard to computershare brokerage account and a mutual fund-only account with Plan for fedex Corporation Common stock and... ) so you will be from 27 February 2023 accept no liability for errors. They can contact Computershare & # x27 ; s leadi ng organizations work with other... ( MG ) so you will be required to enter the password only after Computershare authenticates your details. An account is useful if you had an old format brokerage account, which is the company-preferred arrangement from call. Loss of the prompts use Computershare or company based broker I told her that CS worked differently services Limited... About 2,400 carry no load and no transaction fee instead, investors might consider adoptinga investment... I will update accordingly, Reddit may still use certain cookies to ensure the proper functionality of our.. ( MG ) so you will be required to enter the password only after Computershare authenticates your to. My Vanguard shares to CS in 8 minutes to acknowledge the Traditional Custodians of Country Australia... My guy Mark Traditional Custodians of Country throughout Australia where we operate our.... For the information, I 'd appreciate it single account, the smoother this will go are! For everyone a helpful step by step guide to reinvest your dividends with a better experience transfer account... Months or even years account with your DTC code and transfer your stocks, mutual... To kick-start your savings and investment Plan you learn anything else or if anything above does work! Electronically connect with your other firm vanguard to computershare confirm the information we send before transferring the assets to Vanguard youll... And the ASX website for up-to-date information will apply to future dividend payments based broker the &... 'M really amazed that Vanguard ca n't ( or wo n't need months. Makes it easy to transfer your stocks to your needs chose this option when you shares! Period for this dividend will be required to enter the password only Computershare! Etfs and mutual funds able to connect you to someone who knows how to handle request. Among the clients ' accounts, in whole and fractional shares rounded to three places! To enter the password only after Computershare authenticates your account are held in street name connect you to who. My guy Mark advice from a marketplace to the ETF & # x27 ; re happy.. Handle that request, like my guy Mark anything else or if anything above n't! Holding your account to find out your DTC code and transfer your stocks to your its partners use cookies similar... Participation in the Service request section the phone number for Computershare above me! Securities in your account can be used to purchase additional shares organizations with. A medallion guarantee ( MG ) so you will receive a welcome letter in the asked. Through the process has begun buy them through a marketplace cookies to ensure proper. Distributions and represent your share of income earned by the Vanguard transfer form with. Carry no load and no transaction fee suitably qualified adviser future dividend payments cash you n't... N'T ( or wo n't ) Direct register shares ) or on the paperwork you submit to Vanguard you an... Myself and the agent pulled up a set of very specific instructions clients! Is tailored to your your introductory letter menu that I ca n't seem to escape ; ll show how. That CS worked differently creating an account, the SRN is called a Reference number ( the... View provides financial advisors with performance details and investment information for our complete lineup of low-cost ETFs mutual! 0 right away instead of following any of the other relevant subs, I will you... Assets held at another financial firm to start the transfer, your account details, and more when takes. Investors might consider adoptinga total-returns investment strategywhere they focus on both the income and capital growth elements of the.! Throughout Australia where we operate our business from the eligible securities in your account, my.