​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​18 million shareholders served every day.

We put ourselves in your shareholders' shoes to better understand their needs as investors. Our most recent survey showed that 88% of shareholders had a more favorable impression of our clients as a result of their overall experience with us.

We have years of experience helping shareholders, responding to their questions and supporting your company through our award-winning call center, transaction processing teams, customer service and online tools.

Put your shareholders first with our convenient suite of integrated online tools, services and enhanced communications that help you add value and develop and maintain relationships.

  • Live call center: 8 a.m. – 8 p.m. Eastern Monday-Friday; 9 a.m. – 5 p.m. Eastern Saturday
  • 24/7 automated telephone system with enhanced conversational approach
  • The Investor Center™ website for 24/7 web service
  • Two-factor authentication for SMS consented accounts

By the numbers

18million U.S. shareholders
75million global shareholders
88percent overall satisfaction

Life is complex enough for shareholders, checking their portfolio shouldn’t be.

Learn more

We offer a fu​​​ll range of shareholder services​

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    Direct stock purchase plans

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    Dividend reinvestment plans

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    Market/limited order sales

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    Daily purchases

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    Medallion guarantee

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    75+ international currencies

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    Replace lost certificates online

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    Print on-demand certificates

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    Around-the-clock customer service

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    Online access

Enhanced interactive voice response

Shareholders now benefit from an enhanced conversational approach when using our automated telephone system. Our new virtual assistant feature provides a quicker and easier way to get to the information and transaction they are calling for.

 

​The Investor Center™ website – Helping shareholders make informed decisions.

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    Buy or sell shares

    Let shareholders buy and sell shares easily and securely. They can receive proceeds in 75 international currencies.

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    View account details and update portfolio

    Shareholders can access their portfolio of accounts, including historical transaction and payment information, statements and tax documents, with our comprehensive, free online tool.

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    Research the latest market data

    Shareholders have access to detailed market information, including share prices, pricing history and trend data, to help them make informed decisions about their portfolios.

Let's Talk

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