TRANSFER AGENT: Five-Year Snapshot - System Sale or Lease Providers (No. of Accounts)

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System Sale or Lease Providers Transfer Agent five-year snapshot

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TRANSFER AGENT: Five-Year Snapshot - System Sale or Lease Providers (No. of Accounts)
System Sale or Lease Providers 2016 2017 2018 2019 2020
Envision Financial 9,668 11,308 11,308 12,180 13,452

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.