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Contact Us
You may choose to contact us via email or telephone. To send your request by email, click on the appropriate department name and a Client Service Professional will contact you shortly. If you do not see the appropriate department name, please send the email to
Corporate Client Services.
Corporate Client Services Department
631-254-7067 (Option 2)
Monday - Friday, 9:00 AM to 6:00 PM ET
Proxy Agent Services Department
631-254-7067 (Option 3)
Monday - Friday, 9:00 AM to 6:00 PM ET
Bank/Broker (Proxy and Reorg) Services Department
631-254-7400
Monday - Friday, 8:00 AM to 6:00 PM ET
Global Proxy Services Department
631-254-7400
Monday - Friday, 8:00 AM to 6:00 PM ET
Trust Bank Client Services Department
631-254-7122
Monday - Friday, 9:00 AM to 6:00 PM ET
Tax Data Services
866-519-1099
Monday - Friday, 9:00 AM to 6:00 PM ET
Canadian Intermediary Services Department
905-507-5320
Monday - Friday, 8:30 AM to 5:00 PM ET
Canadian Issuer Services Client Management
905-507-5100
Monday - Friday, 8:30 AM to 5:00 PM ET
Mutual Fund Regulatory Communications
631-254-7706
Monday - Friday, 8:30 AM to 5:30 PM ET
Matrix Trading & Retirement Support
866-935-6824
Monday - Friday, 8:30 AM to 5:30 PM ET
Marketing Communications Client Service
631-257-4308
Monday - Friday, 9:00 AM to 6:00 PM ET