Transfer Agent Services
Discover new opportunities to connect with and engage shareholders
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Intuitive, branded shareholder portal
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Easy online account management
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Personalized, proactive messaging
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Best-in-class call center services
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Streamlined client portal
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Integrated stock transfer services
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Scalable corporate actions solutions
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Dedicated support team
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Seamless onboarding and conversion
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Flexible service model
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Transparent, predictable fees
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Continuous technology investment
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Broadridge helps issuers support tokenized securities alongside traditional book-entry ownership.
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Connect tokenized share activity with issuer shareholder records.
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Support wallet credentialing, permissioned transfers, reconciliation, and operational controls.
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Extend established transfer-agent capabilities into tokenized securities.
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Manage traditional and tokenized positions within a coordinated operating framework.
Gain single-source efficiency with Broadridge solutions
Access all the resources you need to efficiently manage shareholder stock transfer and registrar requirements.
Address every aspect of the complex shareholder communications process with integrated, scalable solutions.
Explore Corporate ActionsThe client portal is an intuitive tool that brings all your critical information into one place, helping you simplify processes and automate tasks.
Explore Client PortalView account details, transactions, optional investments, sell shares, manage dividends, tax questions, and plan documents and forms.
Explore Shareholder PortalReduce fragmentation with one comprehensive operating model for traditional and tokenized holdings.
Explore Digital Transfer Agency
