SHAREHOLDER
SERVICES
EMPLOYEE STOCKSERVICES
PLAN SERVICESSPECIALIZED EQUITY SOLUTIONSKNOWLEDGE
CENTERALL PRODUCTS
& SERVICES
PLAN SERVICESSPECIALIZED EQUITY SOLUTIONSKNOWLEDGE
CENTERALL PRODUCTS
& SERVICES
Successful companies look to BNY Mellon Shareowner Services for our breadth of product, quality of service and focus on value.
To get more information about our Products & Services:
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Individual shareowners with accounts inquiries, please see Contact Us
Shareholder Services
Principal Transfer Agent
BNY Mellon Shareowner Services is repeatedly rated one of the best large transfer agents in independent surveys. We have built our reputation on complete, accurate record management, and quality service to shareowners and issuers.
Managing Shareowner Records Safely and Accurately
As your Principal Transfer Agent, our primary responsibilities are to process all stock transfer requests, produce daily stock transfer journals, maintain shareowner records and outstanding share figures, and resolve your shareowners' inquiries with definitive focus on the shareowner.
Whether your company is contemplating the issuance of a series of stock, evaluating an investment plan or considering a corporate action (tender offer, stock split or odd-lot buy back, etc.), BNY Mellon Shareowner Services has most likely done it before, and we can suggest an appropriate and cost-effective approach.
We have standard and customized solutions to meet all your equity management needs. Our transactions are completed successfully because BNY Mellon Shareowner Services has:
- the experience to handle sensitive issues
- the flexibility to accommodate special situations
- a technical superiority that minimizes errors and increases efficiency
Book-Entry Services
Move your shares electronically through DRS/Profile and eliminate the physical movement of stock certificates at the time of sale or transfer of ownership. Your shareowners will have the ability to self-service their accounts online via Investor ServiceDirect® and our speech-enabled Voice Response Unit. You and your shareowners will benefit from simplified transaction processing and minimized associated expenses as well as robust management reporting.
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Cash Dividend Disbursing Agent
Simplify your dividend distribution process with BNY Mellon Shareowner Services as your disbursing agent. Acting on your behalf, we coordinate the entire production schedule for disbursing your cash dividends either electronically or by check. Our expertise in this area allows us to anticipate and handle sensitive issues and provide reliable advisory services to manage their resolution.
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Direct Deposit of Dividends
Eliminate paper from your dividend payments by offering your shareowners a secure and timely vehicle to receive their funds. BNY Mellon Shareowner Services has the flexibility and expertise to handle the most sensitive issues. Utilizing the Automated Clearing House (ACH) payment transfer system delivers cost-efficient processing that can support large volume distribution and offers a readily available audit trail.
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Global Shares
Offer your shareowners a universal form of equity by giving them the same trading privileges in both their home country and U.S. market. Our Global Share program permits rapid, cost-effective transmission of shares across international registers through 24-hour securities trading that meets the requirements of the T+1 settlement cycle.
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IPO Services
Bring your company's initial offering to market with a partner who understands that raising capital is not merely a onetime event, but an ongoing process requiring continuous attention to investors. We’ll guide you through every phase with flexibility, opportunity for growth, in-house training, collaboration and foresight.
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Restricted Stock Administration
We provide a complete portfolio of restricted securities administration. An increasingly popular form of equity compensation, our platform manages vesting, taxation, release of shares and performance vesting. Additionally, our program offers vesting deferral processing when employees want to defer share delivery, cash dividend and dividend reinvestment processing and dividend equivalents.
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Rights Subscription Agent
Support your debt and equity offerings with the completion of a successful Rights Subscription. We have an experienced administration team that will provide you with insight into the complexities of the subscription process and project likely responses. As part of our service, you’ll receive daily activity reports and also have the peace of mind that all related tax reporting is managed.
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Secondary Offering
Successfully bring an offering to market. Our team of experts will guide you through the process and offer you additional support to handle your specific needs, including dedicated programming staff for customized requests, Internet access to transaction documents and automated voice instructions for participating shareowners — all supported by a complete portfolio of shareowner relations services.
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Warrant Agent
Issue and convert your warrants, both cash and cashless exercises. As your transfer agent, the process is streamlined and supported by robust systematic procedures.
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