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Amid this period of unprecedented change, with the potential for further market volatility, Broadridge stands ready to help you navigate what’s next. Our highest priorities are keeping our associates safe and ensuring our ability to serve our clients. View resources.
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Client Support

Helpful resources to client services and portals

    • Fund Search

    • Investment Accounting Secure Global Desktop

    • Investment Management Solutions

    • Matrix Trust Company

      Phone Icon +1 888 947 3472
    • ProxyEdge

    • RetireTool(k)it

    • BR-Track for Broadridge Service Requests

    • BPS Documentation Site

    • impact™ Documentation Site

    • Client Portal

    • Non-Objecting Beneficial Owner List Requests

    • ProxyVoteSM

    • Shareholder Account Information

    • PROfile

    • EDGARforms

    • EDGARfilings Connect

    • EDGARfilings Account

    • EDGARfilings Software Downloads

    • Broadridge Customer Communications Center

    • Individual Advisors

      Advisor Portal

      Phone Icon +1 800 233 2834
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      E-mail Marketing / List Manager Portal

      Phone Icon +1 800 233 2834
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      Seminar and Print Marketing Application

      Phone Icon +1 800 233 2834
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      Website Admin

      Phone Icon +1 800 233 2834
    • Wealth Management Firms

      ICS Online

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