Transfer Agent Services

In an increasingly complex business world, Broadridge offers a unique investor communications model that makes supporting and servicing your shareholders easier and more effective—and that reduces costs and improves efficiency for your organization.

We can be your single partner for recordkeeping, annual meeting services, shareholder communications and corporate actions, tailoring our services to directly meet your needs. Our flexible, consultative approach is designed to identify the right mix of solutions, with only the services you need—supported by a world-class service delivery model.

Turn to Broadridge for transfer agent solutions, proxy processing and annual meeting expertise, and benefit from:

  • Single-source simplicity
  • Scalability
  • Significant cost reduction
  • Superior service
  • Substantive expertise

Learn more about how we can support your Public and Private Recordkeeping, Corporate Actions, Customer Communications, Call Center Solutions and IPO needs. 

 

 

Call Center Solutions

Ensure a positive shareholder experience by delivering personalized, expert service from our US-based call center.

Customer Communications

Send account statements, trade confirmations, dividend checks, tax forms and other shareholder communications easily and cost effectively, leveraging our full range of print, POD and e-delivery capabilities.

Public & Private Recordkeeping

Efficiently maintain records, distribute dividend checks, and manage stock plans, supported by our commitment to personalized service.

Corporate Actions

Manage every type of corporate action communication—from stock splits and buy-backs to acquisitions—with our full range of distribution and processing services.

IPOs

Leverage our IPO expertise to ensure a smooth, cost-efficient process. We even help you create a pre-launch playbook that identifies internal procedures.

News & Related Content

Issuer Login
Shareholder Login
Stock Purchase Plan
Transfer Agent Solutions

The introduction of transfer agency services adds an exciting new dimension to our servicing capabilities that can help make your job of managing shareholder related activities easier and more efficient.

Broadridge Corporate
Issuer Solutions, Inc.

1717 Arch Street
Suite 1300
Philadelphia, PA 19103
Phone: 877-830-4936
Fax: 215-553-5402
E-mail: shareholder@broadridge.com

 
Virtual Shareholder Meeting

Conduct annual meetings electronically via streaming audio/video or utilize a hybrid in-person/virtual meeting approach with our unique virtual shareholder meeting service.

Shareholder Forum

Connect more effectively with shareholders and improve the proxy process with an integrated, user-friendly Web portal for shareholders to submit questions, vote, answer surveys, and provide feedback.