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Investor and Advisor Mailbox

Make regulatory communication easier and more convenient

Enhance the client experience by keeping everyone informed. This scalable solution provides access to proxy statements, prospectuses, corporate action notices, statements, shareholder communications, confirmations, and tax documents through a unique suite of integrated web services.

Create transparency with a scalable e-communication platform

A single solution ensures that advisors, operations, client services, and investors are informed of all communications sent, creating transparency and enhancing the client experience.

Make Notification Easier
Scalable and Convenient
Increase E-consent Rates
Enhances Client Experience
Boost Voter Participation
Automatic Technology Updates
How We Can Help

Make regulatory communication more convenient

>1B
Investor communications distributed annually.
55%
Of all domestic brokerage accounts supported by Mailbox.
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