Shareowner Services
Shareowner Services' comprehensive suite of products and services delivers solutions to help clients address and manage their shareowner, equity compensation plan and direct investment administration needs.
Stock Transfer
BNY Mellon Shareowner Services provides full-service solutions for companies with a registered shareholder base that need efficient, timely and accurate administrative support. Our offerings include:
- Transfer agency
- Annual meeting services
- Investment plan services
- Abandoned property services
What's more, our innovative customer support structure provides consistent service through inbound correspondence, telephone, voice response system and the Web.
Employee Stock Plan Services
Even if your employee stock ownership programs are highly customized and complex, we can provide comprehensive administrative solutions for all forms of equity compensation such as stock options, restricted stock, restricted stock units, employee stock purchase plans and phantom stock.
Direct Investment Programs
We offer a comprehensive recordkeeping program dedicated to meeting the varied needs of direct investment programs, including transfer agent and sales support services. With our highly experienced operations and relationship management teams, we provide leadership, functionality and technology to support the needs of clients in publicly registered, privately traded investment programs such as REITs and limited partnerships.
Bundled Solutions
Let us put it all together for you. From transfer agency services to investment plan administration; annual meeting services to abandoned property compliance; corporate action administration to employee stock plan services; from the initial investor subscription phase to disbursements and proxy solicitation and voting, our suite of solutions is based on a solid foundation of professional expertise, technological know-how and a long-term commitment to superior service.