Service Updates

Email Encryption

  • As a best practice, client sensitive information (Personally Identifiable Information) should be sent to Broadridge in an encrypted fashion to protect your proprietary information.Within the financial service industry, client sensitive information may include one or more of the following items:
    • National Identification number (i.e. Social Security #)
    • Shareholder first and last name
    • Shareholder complete address
    • Financial Account # or banking information
    • Shareholder email address
    • Shareholder telephone number
    • Vote instructions
    • Security Login ID’s / Passwords
    • ePHI (medical for the HIPAA certified groups)
    • Other types of client sensitive Information
  • We strongly encourage all our clients to submit their sensitive information to us using our secure file exchange application in at MyService.broadridge.com by clicking on the link to ICS Direct and following the simple instructions.  Your CSR can provide you with detailed instructions
  • Clients should also consult with their Information Security group before sending client sensitive information outside of their organization to Broadridge or to any other destination.
Video
ProxyVote™ Shareholder Voting Solution

Build a stronger connection with your investors by making it easier for them to vote their shares online. The industry's leading proxy voting solution has a fresh new look and intuitive interface that promotes engagement, trust and loyalty.

WEBCAST Replay
Looking Ahead to Proxy Season 2016
Top of Page