Transfer Agent Services
Achieve more with less by streamlining processes and automating tasks related to transfer agent services and corporate actions.
Discover new opportunities to connect with and engage shareholders
Shareholder services that build your brand
-
Intuitive, branded shareholder portal
-
Easy online account management
-
Personalized, proactive messaging
-
Best-in-class call center services
Innovative tools and services make your job easier
-
Streamlined client portal
-
Integrated stock transfer services
-
Scalable corporate actions solutions
-
Dedicated support team
Single-source efficiency
-
Seamless onboarding and conversion
-
Flexible service model
-
Transparent, predictable fees
-
Continuous technology investment
Gain single-source efficiency with Broadridge solutions
Take advantage of a simplified approach to corporate disclosures and shareholder communications.
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 Portal
What's next for your business?
We want to hear more about what you need to improve your business and drive transformative innovation, efficiency, and growth.
Want to speak with a specialist?