Account Statements

While getting transaction confirmations, account statements and tax related documents in the hands of investors may sound relatively simple, it is actually a complex process in today's competitive marketplace. The demands of STP and the pressures to supply shareholders with clear, concise communications elevate every firm's document management responsibility.

Broadridge is the single-source solution for all of your document management needs. Our ability to design, print and distribute transaction documents and statements electronically or by traditional mail is extraordinary.

We printed more than 2.9 billion images and mailed more than 200 million personal financial documents and shareholder communications last year on behalf of the world's leading financial institutions.

Composition & Design Services

  • Reengineering the graphic presentation and format of account statements and other documents helps better service investors, and can trim down production costs. Our proven development methodology can be applied to multiple industries.
  • Our statement development group has been recognized when one of our clients received the Dalbar Seal for design and development.
  • Ability to accept multiple data feeds from various service providers.
  • Incorporation of a summary page makes finding information easy.
  • Highlight color makes critical information more pronounced, while full process color is available for special applications such as high net worth client statements.
  • Charts and graphs provide a clear, pictorial snapshot of account status.
  • Special messaging areas for targeted or selective alerts.
  • Recipient information can be repeated on every page and can appear in different locations and formats on each page.


  • Broadridge is well known for its wide array of digital print capabilities, a reputation we work hard to maintain. We produce statements for the brokerage, mutual fund, insurance and banking industries.
  • Our digital print capabilities range from highlight color to full process color.
  • Selective inserting allows enclosure of specific inserts to targeted or segmented audiences.
  • Broadridge's acquisition of IBM's output services business, with locations in Texas and Ohio, expanded our print operation to offer you even greater capacity and service.
  • Our extensive print operation is accustomed to the time-critical production of documents to help meet government and industry regulations, such as T+1.
  • Resources and equipment on hand around the clock allow us to handle even extraordinary and unexpected peaks in production volume
  • State-of-the art equipment including IBM and Océ printing systems.
  • Dynamic statement consolidation incorporates multiple-input feeds.

We demonstrate a strong commitment to our business by investing in the latest statement technology.

  • Our comprehensive distribution capabilities accommodate both print and electronic documents.
  • On-site postal station moves material quickly from production into the U.S. Postal System.
  • Postage pre-sort service maximizes postage savings.
  • High-speed intelligent inserting equipment handles the most intricate packages.
  • Eight print operation locations (MA, OH, TX, NJ, MD, IL, two in Long Island, NY and one in New York City) allow material to be produced as close to its destination as possible, closing the gap between request and delivery.

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