Address Updates
Update your permanent address or add a temporary/seasonal address by selecting the Contact Details link in your Shareholder Portal account under the Personal Information menu.
Adding Direct Deposit
Have your dividend payments and sales proceeds deposited directly into your checking or savings account by adding direct deposit. No more waiting on mail times and handling paper checks!
Select Banking Information in the Personal Information menu on your Shareholder Portal Profile. Confirm your information through our secure online form and click submit.
Dividend Reinvestment
If your stock issuer offers dividend reinvestment options, you can enroll and change your dividend payment options online by selecting the Dividend Options link in the Personal Information menu. Please review your plan documents for complete options.
Viewing and Printing Statements and Tax Documents
View and print account statements using the Statements, Letters, and Tax Forms link in the Document Center. When you sign up for e-delivery, you will be notified via email when a statement is posted for your review.
Annual tax documents (1099-DIV and 1099-B) will also be available for you digitally, so you have all your reportable tax forms available when you are ready to file. You may receive a stand-alone tax document, or the information may be included with a year-end statement.
Transferring Shares
Share transfers can be initiated online using the Transfer Shares link in your Shareholder Portal account. Our step-by-step guide will walk you through the information required to transfer your shares, and when possible, you may be able to submit your transfer request online.
Stay informed of your transfer progress by enrolling in SMS text alerts on the Profile page.
Purchasing Shares
If your stock issuer offers direct stock purchase options, you can enroll and set up one-time or recurring purchases online by selecting the Purchase Shares link in the Account Activity menu in your Shareholder Portal account. Please review your plan documents for complete options.
If you do not currently own shares, you may use the online DSPP Wizard to make an initial purchase by clicking the DSPP Wizard link below.
https://dsppwizard.broadridge.com/Plans
Selling Shares
Sell shares online by selecting the Sell Shares link under the Account Activity menu. Here you may choose either a batch, market, or limit order and designate the number of shares you wish to liquidate.
Ensure your funds are received quickly and securely by signing up for Direct Deposit using the Banking Information link in the Personal Information menu. For your account security, there is a 5-day setup period to confirm your new direct deposit account before it may be used for payments.
Please review your plan documents for more information on allowable sales.
Enrolling in e-delivery of account documents
E-delivery service is available on your account. You can consent to the electronic delivery of documents such as account statements, proxy materials, annual reports, trade confirmations, and tax forms. Not only does this save on paper, but it also eliminates mailing time – ensuring you receive these documents promptly and securely.
To enroll, select the Electronic Consent link in the Personal Information menu on your Shareholder Portal account, confirm your email address, and choose the documents you wish to receive electronically.