Stock Transfer & Registrar Services

Simply comprehensive Corporate Stock Transfer

Full-service communications and transactional services to make shareholder management easier.

Broadridge offers a comprehensive suite of services that can handle all your stock transfer and registrar needs—helping you to achieve the greatest efficiencies and tap into the potential in your shareholder base through:

  • A client portal that provides detailed, customizable reports and  advanced search and filtering capabilities, as well as a wealth of on-demand information within a simple, intuitive tool.
  • A client-branded shareholder portal with a customized landing page that offers everything your shareholders need to manage their accounts, including unique options such as “smart messaging” alerts and information.
  • U.S.-based Call Centers where every caller is directly connected to a highly-trained customer service representative equipped with real-time shareholder information. We can tailor the Call Center to your business’ culture and needs, including customized contact options, service and metrics.
  • A smooth onboarding process with a 140-point data check process that reveals opportunities for resolving lost shareholder accounts, consolidating un-cashed checks and more.
  • Fully transparent contracts with no hidden clauses and cost penalties – just clear, easy-to-understand terms.
  • An advanced technology platform that is highly scalable and flexible to meet your needs.
  • Unparalleled data security with ISO 27001 certification—the world’s highest accreditation for information protection and security.

“They provide excellent customer service to me so I can provide excellent customer service to my shareholders."

— Client Response, Broadridge 2013 Transfer Agent Customer Satisfaction Survey

Stock Transfer &
Registrar Services

  • Account Maintenance
  • Stock Transfers
  • Lost Shareholder Searches and Escheatment
  • Dividend Processing
  • Cost Basis Compliance
  • OFAC and Patriot Act Scrubbing
  • Restricted Stock Transfer
  • Shareholder Correspondence

Broadridge Data

  • $400 million annual investment
  • ISO 9001 Certification
  • State-of-the-art Tier-IV disaster recovery centers
  • SSAE16 compliance

Broadridge Contact Center

  • Industry-leading metrics
    • Average Speed to Answer
    • First call resolution rate
  • Client tailored service model
  • Comprehensive quality assurance program

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Broadridge Corporate
Issuer Solutions, Inc.

Broadridge Corporate Issuer Solutions
P.O. Box 1342
Brentwood, NY 11717
Phone: 877-830-4936
Fax: 215-553-5402

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