System Sale or Lease Providers Transfer Agent five-year snapshot
TRANSFER AGENT: Five-Year Snapshot - System Sale or Lease Providers (No. of Accounts)
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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.