Setting up an online Shareholder Portal profile will allow you to access and maintain your account at your convenience securely.
Account Summary
- Overview of account and account value
- View all payment history
- Outstanding checks
- Online check replacement
- Transactional History
- Date and type of share issuance (certificate, plan, and book-entry holding)
- Plan positions, i.e., DRIP, DSPP, ESPP, or Restricted plans with transactional detail
- Review and export Cost Basis history for open and closed lots
- Shareholder Alerts
- Proxy Voting
- Tax Identification certification status
- Lost Account status
- Dividend Payment and Reinvestment
- Recurring Investments
- E-Consent for electronic delivery of various documents
- Address changes and maintenance
- Designate Secondary Addresses for primary, dividend, and proxy mailings
- Designate Seasonal Address
Account Services
- Consent for electronic delivery of documents
- Certify your account for W9 and W8
- Retrieve electronic version of any documents sent to shareholders regardless of electronic or paper
- Sell via the market, limit, and batch orders
- Online paperless Transfer of shares
- Purchase of additional shares as one-time or recurring
- Selection of Dividend Options
- Update banking information for direct deposit of dividend and sales proceeds
- Generate an Account Value statement for Valuation, Date of Death, and account modeling