Your investors and shareholders demand—and deserve—exceptional service.
From share transfers and tax reports to foreign currency exchange, Aptara provides quality-controlled investor services personably, accurately, and respectfully via voice, email, and chat.
A complete set of services—seamlessly
Our skilled and efficient investor support specialists deliver the services your shareholders need and expect 24/7/365:
- Account information, opening, and maintenance
- Certificate and proxy issuance
- Refund and nuisance-fee processing
- Reissuing of checks
- Responding to queries
- Wiring of funds
- Stock transfers
- Tax certifications
- Sale/purchase of shares
We utilize routine customer service surveys to ensure that we are meeting your predefined customer satisfaction benchmarks.
As a fully compliant and trusted partner, Aptara’s professional staff are trained to adopt your corporate culture and perform investor and shareholder services in your own brand’s voice and style.