TRANSFER AGENT: Five-Year Snapshot - Remote Service Providers (No. of Accounts)

Partner Insights from
Remote Provider 2014 2015 2016 2017 2018
BNY Mellon 1,405 1405 1,405 1,175 761
DST 64,800 62,500 59,400 55,800 42,600
Envision Financial 107 711 955 1,549 2,704
FIS ** 3,529 3,497 3,341 3,173

Number of accounts listed above are shown in thousands as reported in prior year Service Guides.
Data for 2018 based on open accounts in open-end U.S. mutual funds as of 12/31/17.
** Not reported

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