For Shareholders

For Shareholders

Shareholder Services

We recognize that on-demand accessibility is critical, so we provide multiple channels for connecting you with your account information as well as our professional expertise. 

Over the shoulder shot of two business women discussing shareholder services.

Here for you, whenever you need us.

Transfer My Shares

Industry rules, regulations and standards are constantly changing, and we remain fully abreast of the latest mandates. Our expertise enables us to provide the support our valuable clients, and their shareholders, require.

The Ins And Outs Of DRIPs And DSPPs

A Dividend Reinvestment Plan (DRIP) or Direct Stock Purchase Plan (DSPP) can help increase the value of an investment. We’re happy to walk you through the advantages of each.

A responsive, client-centric approach.

Easy Access To Tax Forms and

Conveniently locate our collection of essential tax documents in our centralized resource archive.

Need Forms And Documents?
Find Them Here.

We’ve centralized the essentials to make it easy to print the forms and documents you need to manage your holdings.

Vote Your Proxy.

We handle all the details – from address changes and reissuing lost certificates, to voting your proxy online – so you can focus on your investment.

Shareholder FAQs

We understand that as a shareholder, your priority is your investment. Our mission is to provide dedicated assistance so you can focus on your financial goals. 

We’ll Never Sell Or Share Your Information

If you are a resident or entity located in California, you have certain privacy rights with regards to your personal information, which CSTT maintains in our shareholder records.

Highly personalized, shoulder-to-shoulder approach.

We’re deeply engaged in applying our industry expertise to help shareholders of our clients thrive.