Technology

Using the Future to Secure Yours

We know that the technology needed to secure your investments can often be confusing and daunting. Let our stock transfer agents use their experience and expertise to eliminate the learning curve and send you out on a sound, technologically secured earning path.

Delivering World-Class Service

First Illinois Shareholder Services utilizes Transtar, a real-time security holder accounting system
that offers its users an interactive, online system.  This system increases functionality with reliable,
accurate processing.

Transfer Processing

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  • Certificate, book-entry and dividend reinvestment plan share accounting
  • Direct Registration Participant

Dividend Reinvestment

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  • Direct purchase options
  • Flexible plan options
  • Partial reinvestment options
  • Automatic cash draft
  • Cash contributions

Proxy Processing

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  • Cumulative, full and partial real-time voting

  • Combined proxy voting across issues

  • Interfaces for interactive Voice Response system and internet voting

Interface Compliant

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  • DTC FAST interface

  • Depository Trust Company

  • Securities Information Center

  • Internet accessibility

Tax Reporting & Compliance

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  • Year-end tax reporting

  • Automatic generation of X-17 form for lost securities

  • SEC transfer turnaround reporting

  • Escheatment processing

  • Lost Shareholder reporting

  • Back-up withholding

Comprehensive Reporting

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  • Management control reports

  • Customer-defined ‘ad hoc’ reporting

  • User-defined data exporting