Transfer Agent Services
2025 Canada Annual Meetings Report
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Streamlined access and support for your shareholders
We deliver high-quality service through your shareholders’ channel of choice. Informed by shareholder behaviour and insights, our digital experiences provide access to information, online transfers, and high-touch call centre services.
Investor Centre Investor Centre mobile app Call center services Digital identity
Investor Centre™ platform
Setting the standard for an excellent shareholder experience
Provide shareholders with instant data access, seamless transaction initiation and easy document retrieval – all through an intuitive dashboard and modern user interface.
Prominent quick links
Redesigned with shareholder insights, with most-used features prominently displayed for easy access.
Portfolio holdings and price history
Dashboard includes price history, recent activity, a portfolio overview, document access and more.
Easy sign-up
Digital login experience to help first-time shareholders access Investor Centre quickly and securely.
Investor Centre™ Mobile App
Setting a new standard for convenience and engagement
The new Investor CentreTM Mobile App isn’t just an upgrade – it’s a revolution. For the first time, shareholders can manage their investments with the same immediacy and personalization they expect from leading consumer apps. From portfolio details to secure, frictionless transactions, this app transforms how shareholders connect with the companies they own.
Transformative change
Accelerate the adoption of a modern shareholder experience – transforming how and how often shareholders engage, with fundamental changes that boost engagement and reduce client costs.
Easy account access
Instantly view holdings and summaries with a portfolio overview in addition to existing actions and document access.
Intelligent design
The app dashboard is informed by shareholders' feedback on the features they use most.
Robust security
Two-factor authentication with biometrics to help protect sensitive shareholder data.
In-app support
Access help right in the app and find answers to the most frequently asked questions.
Call Centre Services
High-touch shareholder services
Industry-leading call center services enhance the shareholder experience through the combination of technology and expert resources to drive first call resolution and complex transaction support.
Receive specialized support
Skill-based call routing connects callers with the specialized service agent best suited to manage their inquiry.
Improve first call resolution
Agent desktop enhancements use keywords to deliver the information most relevant to the inquiry.
Eliminate time on hold
Call back technology maintains a caller's place in the queue with option to select a call back time.
Digital identity
Shareholder authentication with industry-first processes
Digital shareholder profiles and authentication that enable first-time shareholders to access their accounts quickly and securely.
New process across devices
Proof of identify for the Investor Centre™ web, mobile app and other digital channels.
New data verification process
Robust new data verification process validates name and address details before allowing access to holdings.
New authentication process
An alternate authentication process prompts shareholders to capture an image of a government issued photo ID and a selfie.
Immediate access
Gain immediate access to digital channels without having to wait for an access code to be delivered via mail.
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Our latest insights
View all insights
Transfer Agent Services
Raising Capital for Female Founders
Transfer Agent Services
AI and beyond: Transforming the future and defining business strategy
Transfer Agent Services
Reimagining shareholder experiences to deliver enhanced service and value
Transfer Agent Services
Fireside chat with Gordon Giffin, Former US Ambassador to Canada
Transfer Agent Services
Trends in the ever-evolving M&A environment
Related solutions
Transfer agent and share registry services
As transfer agent, Computershare offers accurate and reliable shareholder record maintenance, timely issuance, cancellation, reorganization of securities, and flexible support for corporate actions, restructurings, and transactions.
Corporate actions
We have decades of experience managing every type of corporate event and a full range of corporate actions services, including our web portal.
Annual meetings
Our customizable portfolio of annual meeting services allows you to select the meeting components that are most important for your company, with in-person, virtual and hybrid options.
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Let’s talk
Contact us to discover how our innovative technology solutions can address your needs.