Your shareholders want simple, convenient access to their accounts. With the new mobile app, shareholders can stay connected to their accounts with anywhere, anytime access from their mobile phones. The app provides a different experience than Investor Center and was developed to meet the demands of today’s shareholders.

Built on a modern, secure platform, the app is designed to give users complete confidence in managing their investments on the go, with web-based Investor Center capabilities available right from their phones. They can easily track and view holdings, update their profile and access statements.

With an intuitive design and two-factor authentication for robust protection, the mobile app allows users to:

  • Access portfolio information
  • View and download tax forms and statements
  • Manage account details
  • Initiate transactions
  • Certify tax status
  • Engage the virtual assistant with any questions

In addition, we have implemented new security processes to authenticate shareholders and provide proof of identity for the mobile app, Investor Center, and digital transfers. This data verification process validates name and address details before allowing access to holdings. A secondary new authentication process prompts shareholders to capture an image of a government issued photo ID, such as a driver’s license, and a selfie. These changes will help shareholders gain faster access to their accounts. 

Investor Center update

Shareholders count on Investor Center to manage their holdings, and this platform is being refreshed with a new user interface to streamline access to data and transactions. Features include:

  • Digital identity validation for new users to gain instant access
  • Multi-factor authentication for added security
  • Responsive design that adapts to any device
  • New user interface and intuitive dashboard
  • Quick access to holding information
  • Easy to update account information
  • View history and initiate transactions
  • Access to documents such as tax forms and statements
  • 24/7 virtual chat support

If you have questions about the new mobile app or redesigned Investor Center, please contact your Relationship Manager.

Computershare is not providing, and does not intend to provide, any legal, tax or investment advice.