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  • Transfer Agent

    People in a meetingFrom initial trade to completion, our transfer agent is available to assist you throughout the entire process.

    Our knowledgeable team of professionals serve in a variety of capabilities to provide you with guidance and greater transparency.

    We utilize DASH™ to place, edit or delete orders, as well as run reports on current or past trades. It has the ability to customize fees at any level and allow users to view all fund families authorized to place a trade.

    Comprehensive transfer agent solutions
    • Contact center servicing from 7 a.m. to 4 p.m. CT
    • Dedicated ETP team for DASH™ Support
    • Recorded line
    • Digital image and workflow
    • Automated trade confirmations
    • Share/cash reconciliation