Client access
Helpful resources to client services and portals
Most Popular
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
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.
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.
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 Account
Securely manage users, login information, create accounts, and register software products.
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.
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