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Vonage Gotcha. For anyones reference here's a copy of the PDF regarding funding your
Gotcha. For anyones reference here's a copy of the PDF regarding funding your account @ UBS:
Please note that all payments must be received by May 30, 2006. If a payment is not received before the shares are sold, your account may be restricted as well as other accounts held at UBS. UBS will not accept cash, credit/debit card payments, or third-party checks (checks written to UBS by someone other than yourself).
There are a number of ways you can pay for the shares you have purchased through the Vonage Directed Share Program.
1. You may request the electronic funds/ACH transfer into your UBS Financial Services Vonage DSP account. You will need to supply the following information to your financial institution:
Routing and Transit Number 044000804
Account Type (if requested) Checking
UBS Financial Services Vonage DSP Account*: 9083AAXXXXX
* Note that 9083 identifies UBS and AAXXXXX represents your UBS Financial Services Account Number.
2. You may already have a UBS brokerage account. If you would like to use funds from that account, please contact your Financial Advisor and ask them to journal funds into your Vonage DSP account. Please provide your Financial Advisor with your account number that is available on your confirmation page.
3. You may bring a personal check to your local UBS Financial Services branch. UBS Financial Services has over 350 branches in 48 states. To find the branch nearest you, please click on this link: http://financialservicesinc.ubs.com/Home/PWSmain/0,,SE76-EN76,00.html
4. You may send a check or use your bill pay feature to send funds to UBS.
Payee Name: UBS Financial Services Inc.
Address: P.O. BOX 355
City: Jersey City
State: Zip: N.J. 07303
Phone: 1-877-756-9831
If you are paying by check/Billpay please note the following;
1. Your assigned UBS account number should be indicated on the check.
2. Print the confirmation page and include with the check.
3. The encumbrance period for checks is 5 business days. While shares may be allocated to your account, funds
or securities will not be released until after the encumbrance period.
5. You may send a wire transfer to UBS. We request that wires not be sent for amounts totaling less than $50,000. Please provide the following:
Bank Name: UBSAG
Bank Address: 299 Park Avenue
New York, N.Y. 10017
ABA/Transit routing #: 026-007-993
Favor: UBS Financial Services Inc.
Account Number: 101-WA-258641-000
Beneficiary Acct. Name: Client Name
Beneficiary Acct #: Client Account
If you need assistance, please contact us at 1-877-756-9831.
Read The Full Thread: Funding UBS account
• Hey All,
This is my first IPO. Should i have funded my account already? I figured
• You have 3 business days from the IPO to fund your account. You will have until Tuesday,
• kind of hard to fund when you don't know how many shares your getting and for what
• Good point. I was going to call my bank and do an ACH transfer rather then the check.
• The check does not need to clear the bank, they just need to receive it in 3 days.
• when the allocations are made the DSP website will have all kinds of information
• Does anyone have similar information for Smith Barney? I am hoping I will be able
• Read the fine print on your bank's Bill Paying. My bank won't allow it for "settlement
wolf2989 posted "Gotcha. For anyones reference here's a copy of the PDF regarding funding your" on 05/23/2006 |
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