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Find tax forms, stock transfer instructions and information about investment plans.

Knowledge Center

Online Tools

Client ServiceDirect^®
Helps corporations respond to shareowner inquiries, monitor stock ownership levels and track proxy voting as it happens. These features and more make Client ServiceDirect an invaluable online information tool for issuers.

EmployeeDirect^SM
Provides Employee Stock Purchase Plan participants with online account access. Realize the benefits of stock ownership by enrolling in your company’s employee stock purchase plan.

Employee ServiceDirect
Buy or sell company stock, exercise options and review your employee shareholder accounts online. Owning a piece of your company has never been so easy.

EquityAccess
EquityAccess allows you to view all of your account summary information on a single page. You also can access all of your BNY Mellon Shareowner Services accounts using a single access ID and password that you select yourself.

InvestDirect Search
Make your investment dollars work harder by finding companies and stock purchase plans that fit your investment needs, and enroll online in the stock purchase plans of your choice.

Investor ServiceDirect^®
Investors who own stock in any of the companies we serve can view real-time account information, buy or sell shares pursuant to the company's plan, if available, and opt for e-delivery of shareowner communications — all online and at their convenience.

MLink^SM Electronic Delivery
For timely delivery of shareowner communications, sign up for MLink, an environmentally-friendly program that delivers paperless account statements, 1099 tax forms and more. It's easy to enroll. Access EquityAccess or logon to Investor ServiceDirect^® to take advantage of the many benefits MLink offers, including:

• Faster delivery of important financial documents
• Electronic notification of account activity via e-mail
• Secure access to your documents in a customized online mailbox
• Flexibility to access your mailbox 24/7
• Convenience of managing your documents — view, print, download

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