Shareowner Services

Investment Plan Services

BNY Mellon Shareowner Services has developed innovative programs to service your shareholders. Our Investment Plan Services include powerful direct purchase plans, customized dividend reinvestment plans, streamlined transactional services and enhanced record keeping services.

Plans may raise capital for the issuer by offering newly issued shares or focus on building shareholder loyalty by offering reinvestment of dividends in shares acquired by the plan on the open market.

Custom features of these plans include full and partial reinvestment of dividends, optional cash purchases submitted by check, scheduled or individual direct debits, convenient sales, full transfer capabilities, book-entry record keeping, Internet access to accounts, Internet transaction processing and complete transactions reporting.

Additionally, the minimum and maximum investment levels can be customized during program design, as well as whether program fees are to be company or shareholder paid.

Our Product Management Team will work with you to develop a custom program that meets all of your objectives. Our Printing and Logistics Group can provide complete printing, packaging and delivery support.

Direct Equity^SM

Improve your corporate liquidity through Mellon Securities LLC (Member FINRA/SIPC), our affiliated broker/dealer. You can control the timing, size and distribution of your company's equity with our proprietary alternative capital-raising tool that offers a flexible cost-effective vehicle to access the equity markets and build closer relationships with the institutional investor community.

< Go to All Products & Services page

Dividend Reinvestment Direct^SM (DRD)

Maximize your savings potential with this innovative feature that offers your small shareowners a specially configured dividend reinvestment account where they'll pay no transaction fees for the reinvestment of their dividends. Your small shareowners will receive a single annual comprehensive statement and appropriate tax document, which could lead you to save substantially on your annual out-of-pocket expenses (on a per account basis). Your processing costs can also be reduced beginning in the quarter after DRD is implemented through the elimination of printing, handling and mailing of quarterly checks and account statements as well as the reduction of the number of telephone and written inquiries.

< Go to All Products & Services page

DRS/Profile

Maximize the number of ways to increase stock ownership and minimize your out-of-pocket expenses by issuing your shares through the DRS/Profile system. By allowing your investors to move book-entry shares electronically from "street name" to individual registration, or vice versa, your expenses related to overall stock issuance can be reduced and your administrative personnel and shareowners can have broader access to our self-service Internet and VRU platforms.

< Go to All Products & Services page

Top of Page