Client access

Helpful resources to client services and portals
Shareholder Portal
View account details, transactions, optional investments, sell shares, manage dividends, tax questions, and plan documents and forms.
Issuer Client Portal
Access your proxy campaign timelines, voting updates, proxy services, and registered shareholder account information.
Broadridge (NYSE: BR) Investor Relations
Resources for Broadridge investors, shareholders, potential investors, students, and analysts.

Asset Management

Fund Search
Fund Search offers access to mutual funds and ETFs to best support your initiatives.
Investment Management Solutions
Client login for investment operations platform (formerly Paladyne).
Matrix Trust Company
Log in to Matrix Trust Company services, review operational and service agreements, and find additional FAQs and resources.
ProxyEdge
Access your account and meet all of your proxy voting needs—from management to reconciliation and reporting.

Capital Markets

Agency Trading
Access the NYFIX order routing portal (former Itiviti NYFIX portal).
BR-Track for Broadridge Service Requests
Submit service requests and enhancement requests as well as generate reports and retrieve client documentation via a browser interface.
BPS Documentation Site
Access BPS user documentation and other relevant information.
impact™ Documentation Site
Access impact™ application documentation and other relevant information.
Managed FIX
Access the Managed FIX portal (former Itiviti Managed FIX portal). Client’s IP must be whitelisted to access this portal.
NYFIX
Access the NYFIX order routing portal (former Itiviti NYFIX portal).
Tbricks
Find product updates and access to the newest releases of Orc products. (former Itiviti Trading portal).

Corporate Issuer

Client Portal
Access your proxy campaign timelines, voting updates, proxy services and registered shareholder account information.
Non-Objecting Beneficial Owner List Requests
Request a list of Non-Objecting Beneficial Owners (NOBOs).
ProxyVoteSM
This internet proxy voting site allows shareholders the ability to vote their proxies online. Shareholder activity.
Shareholder Account Information
View account details, transactions, optional investments, sell shares, manage dividends, tax questions, and plan documents and forms.
EDGARfilings Connect
Securely exchange files in a cloud-based web platform.
EDGARfilings Account
Securely manage users, login information, create accounts, and register software products.
EDGARfilings Software Downloads
Get access to PROfile™.
ESG Performance Dashboard
Discover and monitor the factors that drive your ESG performance. Know your score, benchmark your performance, take action.

Customer Communications

Broadridge Customer Communications Center
Perform pre-production document review, monitor production activity, manage campaigns and statement inserts, and execute email communications.

Wealth Management

Advisor Portal
Log in for Advisor Resource Center, Client Presentations (Seminars), Custom Newsletters, CE, eCards (Composer) and Websites.
E-mail Marketing / List 
Manager Portal
Log in to access the list manager for Email Marketing (AutoMark), Turnkey Newsletters (formerly Emerald Newsletters).
Seminar and Print Marketing Application
Log in for Comprehensive, FocusOn and Dining Seminars (formerly Emerald Seminar), Newsletters and Print Marketing (formerly Emerald Keep in Touch).
Website Admin
Administrator for Advisor/P&C Websites (formerly Emerald Website) and SocialSpeaks.
ICS Online
Access your account and real-time reports to monitor and track settlement status and recoveries.
EDGAR® and SEC® are trademarks of the U.S. Securities and Exchange Commission. Broadridge’s products and services are not affiliated with or approved by the U.S. Securities and Exchange Commission.

What's next for your business?

We want to hear more about what you need to improve your business and drive transformative innovation, efficiency, and growth.
Want to speak with a specialist?
+1 800 353 0103 North America
+617 4356 9934 APAC Australia
+852 3004 3094 APAC Hong Kong
+65 3135 1278 APAC Singapore