shareholder.broadridge.comShareholder Portal

Login Our online tools allow shareholders to complete any tasks digitally. Please read through the information on frequently asked questions below for answers to common inquiries. Please click on the Shareholder Login button for real-time transactions and updates to access your account information in the . Maintenance Transfer Shares Sale Requests Manage Dividends Taxes Home Account Updates, Statements, and Checks Transfer Shares and Certificates Sale Requests Purchases and Dividend Reinvestment Taxes Unclaimed Property Annual Meeting and Voting Forms Home Our Knowledge Centers to the left provide answers to Shareholders’ most commonly asked questions as well as guides to help you manage your account. Open in new window Buy Stock Direct by using our DSPP Wizard Open in new window to make your initial investment. Click any of the questions to expand that section. What functions can I perform on the ? Setting up an online 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 How do I set up an account online? A profile can be created using a PIN mailed to the address of record. Please navigate to https://investor.broadridge.com/ and select First Time Users if you do not have an existing account with Broadridge or Link Accounts” for returning users. Follow the onscreen instructions to complete the PIN request form. Account number Your account number consists of two components separated by a dash. For example, 1234-56789. The 3-5 numbers preceding the dash represent the company with whom you hold shares. Once you select the company name from the Company Name search field, the first set of numbers should auto-populate. Your shareholder account number can be found on any account correspondence you have received. Account Validation: To maintain the security of your account and verify your identity, once your account information is confirmed, you will be guided through a PIN request process. A PIN is required and will be mailed to you. Once you receive the PIN in the mail, follow the instructions included to complete setting up your Shareholder Profile. One-Time Security Codes To maintain the security of your account, when logging in to the , you may receive a one-time security code via email. The email code is valid only for a limited time and must be entered to continue your login to your account. 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 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. How do I make changes on the ? Address updates Update your permanent address or add a temporary/seasonal address by selecting the Address Information link in your account under the Account 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 Account Services menu on your 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 Account Services menu. Please review your plan documents for complete options. Viewing and printing statements and tax documents View and print account statements using the Statements and Tax Forms link under Account Services. 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 Legal Transfer Wizard under the Account Services menu in your 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 Information 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 Services menu in your 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 Services 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 Account Services 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 your account, confirm your email address, and choose the documents you wish to receive electronically. Account Updates, Statements, and Checks Click any of the questions to expand that section. How do I change my address? To change the address on file for your shareholder account, you can log in to your online profile via the Login button at the top of the page or by navigating to investor.broadridge.com . Once on the Account Summary page, select Address Information” from the Account Information menu....