Professional Service Providers

With more than 130 years of experience as a leading transfer agent, Mellon understands its responsibility to create a positive experience for the more than 20 million shareholders entrusted to us by our clients. We create that experience though the deployment of superior technology that's easy to use and provides accurate, timely information, whether through our unique speech recognition Interactive Voice Response (IVR) capability or our comprehensive electronic distribution services. We are also working to increase the utilization of self-service solutions and to transform the shareholder services industry by simplifying stock transfer transactions.

Our clients not only benefit from satisfied shareholders, they also gain from the partnership approach we take to reducing servicing costs for our clients. We've been able to generate significant savings for our clients who partner in our drive to increase shareholder self-service when appropriate.

Our extensive regional service network supports all of our clients. Staffed with knowledgeable account teams that are located in 11 regional offices, the network affords easy access to local client relationship managers.

In addition to standard shareholder services such as share recordkeeping and administration services, book-entry capabilities, annual meeting planning, abandoned property compliance and investment plan administration, Mellon also offers corporate action, proxy solicitation and employee stock plan administration services.

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