Convenient account access for you and your investors
We offer the tools you and your investors need to stay current on accounts and make informed decisions.
Our Investor Center™ website gives investors the access they need to retrieve account information and perform a wide range of transactions.
The site offers:
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Simplified view of holdings |
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Smooth, intuitive site |
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Industry-leading security protocols, consistent with those used by leading financial institutions |
Through the Investor Center™ website, investors can:
Revise account and contact information
Certify tax status
Enroll in electronic delivery of shareholder communications
Set up direct deposit
Enroll in dividend reinvestment plans, if applicable
Receive important company communications and account information
Receive sale proceeds in more than 90 currencies
Request a paper stock certificate
Replace a lost check
Cast proxy votes
Print replacement tax forms
Rely on our Issuer Online™ website to access investor information securely and conveniently.
Upload securities valuation.
You can input the value of your non-traded securities, along with valuation messaging. This information is then displayed to investors through the Investor Center website offering convenience and consistency.
Download statements.
Investors can download statements and tax forms from our Investor Center™ website.
Generate reports.
Our flexible reports make it easy to download and review investor data based on the criteria you specify including classes of stock, dates, ranges and share amounts.
Share information.
Through FileShare, you can securely share files with us and other users at your company.