O-Link (Online Access)

A uniquely interactive web-based system that allows clients & shareholders to access account information directly online.

As an OTR client, the following are just a sample of the types of reports you can access using O-Link:

  • Authorized and Outstanding shares

  • Transfer journals

  • Detailed shareholder and certificate lists

  • Comprehensive proxy reports

  • Shareholder demographic reports


Shareholders using O-link have the ability to:

  • View their individual account with a personalized pin number

  • Request address changes and updates

  • Vote proxies online

  • Examine check disbursement history

  • Increase shareholder satisfaction with a broader choice of self-service options

It is part of our continuing efforts to make available to you products and service enhancements that promote innovative solutions, which embrace technology while increasing efficiency.