Shareholder Services


The Sockeye Shareholder Portal provides an external facing web portal that is supported by your Dynamics CRM data. It allows external users to connect and interact with your data that is inside of CRM.

Available Services

  • Update Contact Information
  • View Dividends
  • View Checks
  • Manage Direct Deposits
  • Manage Additional Tax Withholdings
  • View and Manage Custodial Accounts