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Troubleshooting – One-Time Passwords

If you utilize a finance or budgeting application (e.g., Mint/Intuit, Yodlee, Fiserv, etc.), you may receive a Security Authentication email due to a login attempt through that service. Please note, due to the security features on your Shareholder Portal account, you may not be able to import information for your holdings with Broadridge into these services. Please check with your service provider to determine if this situation applies to you.

Please do not hesitate to contact us anytime if you have any additional questions regarding security codes or require assistance accessing your account via our shareholder portal.

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