Remote Service Transfer Agent five-year snapshot.
TRANSFER AGENT: Five-Year Snapshot - Remote Service Providers (No. of Accounts)
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TRANSFER AGENT: Five-Year Snapshot - Remote Service Providers (No. of Accounts)
Remote Service Provider | 2016 | 2017 | 2018 | 2019 | 2020 |
BNY Mellon | 1,405 | 1,175 | 761 | 160 | 160 |
Envision Financial | 955 | 1,549 | 2,704 | 1,302 | ** |
SSC-DST | 59,400 | 55,800 | 42,600 | 9,930 | ** |
Number of accounts listed above are shown in thousands as reported in prior year Service Guides.
Data for 2020 based on open accounts in open-end U.S. mutual funds as of 12/31/19.
** - Not reported