Who is Invest Online?
Invest Online, is a division of American Stock Transfer & Trust Company, LLC (AST). Your investment transactions are handled by AST employees from start to finish. Such a system minimizes the likelihood of error and ensures that your transactions are handled in the most professional and expedient manner.
How do I become an Invest Online Account Holder and how may I view my transaction history online?
Upon the completion of your first Invest Online transaction, you will be assigned a personalized account number (included in your second confirmation e-mail). This number will allow you to access your account information on-line as well as to perform additional transactions without the need to re-enter your personal data. To proceed, simply click on the "Invest Online Account Holders" icon found on the Invest Online Home Page.
Where will my shares be held once I have purchased them on-line?
As Direct Purchase Plan Administrator, AST will gladly retain your shares. Alternatively, at your request, your shares may be converted to certificate form and mailed to you.
If I wish to retain a paper version of my transaction, may I do so?
Yes. Simply press the "Print" button on your browser's toolbar to print out a copy of any screen displayed on the Invest Online site. Additionally, if you wish to print out a copy of any of the Plan Materials accessed through the Invest Online site, you may do so by utilizing the same method. Should you prefer to have the Plan Materials sent to you, please click on the "Plan Materials by Mail" icon found on the left side of the "Plan Details" page for the company in which you are interested.
May I enroll in a Direct Purchase Plan by mail?
Yes, you may. While Invest Online is confident in the security of its online systems, we understand that some people may prefer not to transmit personal financial information electronically. Enrollment forms can be found in the Plan Materials (which, if you do not have a printed version, can be found on the "Plan Details" page for the company in which you are interested). Completed forms along with appropriate payment (i.e., check) may be sent to American Stock Transfer & Trust Company, LLC, Plan Administration Department, P.O. Box 922, Wall Street Station, New York, N.Y., 10269-0560.
Which browser do you recommend for viewing the Invest Online site?
The Invest Online site is compatible with all standard browser programs, but has been optimized for use with Microsoft's Internet Explorer product.
If I wish to contact Invest Online or American Stock Transfer & Trust Company, LLC, what is the best way to do so?
If you have any questions regarding Invest Online or are experiencing difficulty in navigating the site, please contact Invest Online by clicking on the "Contact Us" link located on the right side of the top toolbar. If you have a question regarding a particular plan or regarding the execution of an order, you may contact AST's Plan Administration Department at 1-800-278-4353. We welcome the opportunity to service your shareholder needs.