Client Support | Broadridge

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+1 800 353 0103	North America
+442075513000	EMEA
+65 6438 1144	APAC

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+1 800 353 0103	North America
+442075513000	EMEA
+65 6438 1144	APAC

Parlons de ce qui vous attendTalk to us

Nos représentants et nos spécialistes sont prêts à vous apporter les solutions dont vous avez besoin pour faire progresser votre entreprise.

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+1 800 353 0103	Amérique du Nord
+1 905 470 2000	Canada Markham
+1 416 350 0999	Canada Toronto

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À propos de quoi aimeriez-vous qu'un représentant commercial Broadridge vous contacte ?

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+1 800 353 0103	Amérique du Nord
+1 905 470 2000	Canada Markham
+1 416 350 0999	Canada Toronto

Asset Management
- Fund Search
  
  Fund Search offers access to mutual funds and ETFs to best support your initiatives.
  
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- Investment Accounting Secure Global Desktop
  
  Client login for investment accounting (formerly QED).
  
  Login
- Investment Management Solutions
  
  Client login for investment operations platform (formerly Paladyne).
  
  +1 646 214 3700 (Option 2)
  
  Login
- Matrix Trust Company
  
  Log in to Matrix Trust Company services, review operational and service agreements, and find additional FAQs and resources.
  
  +1 888 947 3472
  
  Learn More
- ProxyEdge
  
  Access your account and meet all of your proxy voting needs—from management to reconciliation and reporting.
  
  Login
- RetireTool(k)it
  
  RetireTool(k)it is a comprehensive tool set that supports advisors to grow their business.
  
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Capital Markets
- Agency Trading
  
  Access the NYFIX order routing portal (former Itiviti NYFIX portal).
  
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- BR-Track for Broadridge Service Requests
  
  Submit service requests and enhancement requests as well as generate reports and retrieve client documentation via a browser interface.
  
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- BPS Documentation Site
  
  Access BPS user documentation and other relevant information.
  
  Login
- Broadridge Trading and Connectivity Support
  
  Get trading and connectivity product support and access client portals (formerly Itiviti).
  
  Get Support
- impact™ Documentation Site
  
  Access impact™ application documentation and other relevant information.
  
  Login
- Managed FIX
  
  Access the Managed FIX portal (former Itiviti Managed FIX portal). Client’s IP must be whitelisted to access this portal.
  
  Login
- NYFIX
  
  Access the NYFIX order routing portal (former Itiviti NYFIX portal).
  
  Login
- Tbricks
  
  Find product updates and access to the newest releases of Orc products. (former Itiviti Trading portal).
  
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Corporate Issuer
- Client Portal
  
  Access your proxy campaign timelines, voting updates, proxy services and registered shareholder account information.
  
  Login
- Non-Objecting Beneficial Owner List Requests
  
  Request a list of Non-Objecting Beneficial Owners (NOBOs).
  
  Learn More
- ProxyVote^SM
  
  This internet proxy voting site allows shareholders the ability to vote their proxies online. Shareholder activity.
  
  Login
- Shareholder Account Information
  
  View account details, transactions, optional investments, sell shares, manage dividends, tax questions, and plan documents and forms.
  
  Learn More
- Broadridge PROfile^®
  
  Manage, edit and validate HTML and XBRL content to file directly to the SEC.
  
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- EDGARfilings Connect
  
  Securely exchange files in a cloud-based web platform.
  
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- EDGARfilings Account
  
  Securely manage users, login information, create accounts, and register software products.
  
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- EDGARfilings Software Downloads
  
  Get access to PROfile™.
  
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- ESG Performance Dashboard
  
  Discover and monitor the factors that drive your ESG performance. Know your score, benchmark your performance, take action.
  
  Get Started
Customer Communications
- Broadridge Customer Communications Center
  
  Perform pre-production document review, monitor production activity, manage campaigns and statement inserts, and execute email communications.
  
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Wealth Management
- Individual Advisors
  
  Advisor Portal
  
  Log in for Advisor Resource Center, Client Presentations (Seminars), Custom Newsletters, CE, eCards (Composer) and Websites (formerly Forefield).
  
  +1 800 233 2834
  
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- E-mail Marketing / List Manager Portal
  
  Log in to access the list manager for Email Marketing (AutoMark), Turnkey Newsletters (formerly Emerald Newsletters).
  
  +1 800 233 2834
  
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- Seminar and Print Marketing Application
  
  Log in for Comprehensive, FocusOn and Dining Seminars (formerly Emerald Seminar), Newsletters and Print Marketing (formerly Emerald Keep in Touch).
  
  +1 800 233 2834
  
  Login
- Website Admin
  
  Administrator for Advisor/P&C Websites (formerly Emerald Website) and SocialSpeaks.
  
  +1 800 233 2834
  
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- Wealth Management Firms
  
  ICS Online
  
  Access your account and real-time reports to monitor and track settlement status and recoveries.
  
  Login

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22c-2 Compliance

Advisor Resource Center

Annual Compliance

Asset Servicing

Bank Debt and Loan Trading

Beneficial Proxy Services

Billing and Expense Management

Broadridge Alternative Investments Hub

Broadridge Global Custody Solutions

Capital Markets Disclosures

Cash Management

Collateral Management

Connectivity

Consumer Preference and Profile Management

Credit and Market Risk

Data Management and Archival

Data Management, Analytics and Reporting

Digital Delivery

Digital Experience Management

Distributed Marketing Solution

Distribution 360

Document Composition

Enhanced Packaging

Enhanced Proxy Design

Expense Management and Fee Validation

Fact Sheets

Fi360 Data and Analytics

Fi360 Learning and Development

Fi360 Software and Technology

Financial Reporting

Fund Budgeting and Accruals

Global Market Intelligence

Global Securities Class Action Services

Global SWIFT Services

Intraday Risk Monitoring

Investment Accounting

InvestorView

Local Business Listings

Managed Services, Hosting and Integration

Market Analytics

MiFID II Compliance

Operational Risk Management

Performance and Attribution

Performance Dashboards and Operational Reports

Portfolio and Order Management

Portfolio Securities Voting

Post Trade and Regulatory Compliance

Pricing and Valuation

Print Delivery and Postal Optimization

Proxy Services

ProxyVote

Reconciliation

Reference Data Management

Registered Proxy Services

Regulatory Communications

Revenue Management and Fee Billing

Sales and Asset Reporting

Securities Finance

Seminars

Shareholder Data Services

Sponsored Name Placement

Stock Transfer

Tax Services

Trade Processing and Settlement

Trading Platforms

Translation Services

Trust and Custody Services

Vdr

Virtual Shareholder Meeting

Visual Analytics