Privacy Request Form

Thank you for contacting the Broadridge Privacy Office. The privacy and security of personal information is important to us. This form applies to privacy rights requests made to Broadridge Financial Solutions, Inc., its subsidiaries and affiliates.


We typically process personal information on behalf of our clients in accordance with their instructions, including sending communications on their behalf to shareholders, account holders, end users and consumers, whether electronically or physically. We cannot assist you directly with requests related to information in client records. Please contact your bank, broker, issuer, financial or other institution where you have an account, membership or plan to exercise your privacy rights, including unsubscribe, deletion and Do Not Sell/Share requests.


Additionally, if you are a law enforcement officer or other person covered by Daniel’s Law in New Jersey, please be advised that Broadridge does not disclose any home addresses or other personal information of covered persons subject to Daniel’s Law on the Internet and does not otherwise make the information available. Broadridge is not a data broker.


If you have a direct relationship with Broadridge (including employees, former employees, job applicants and those who receive our marketing materials), this form will allow us to process your privacy rights request.

Address Location*
Broadridge Employee or Contract Worker?*
Family Member of a Broadridge Employee?*
Professional or Employee of a Broadridge Customer?*
Employee of a Broadridge Supplier or Business Partner?*
Individual Relationship with Broadridge?*
Record Under Another Name?*

If your record may be under another name, please provide that name and reason for the change:

Please indicate the nature of your request:*
Do Not Sell/Share

Broadridge does not sell any individual consumer or account holder Personal Information. However, AdvisorTarget, a subsidiary of Broadridge, provides certain information about financial advisors and their practices to its clients. You can opt-out of AdvisorTarget’s sale of your Personal Information by checking this box. To opt-out of online tracking by Broadridge, please visit our privacy rights portal at Your Privacy Choices or use our “Cookie Management Tool” in the lower corner of our website or the AdvisorTarget privacy rights portal at https://finsum.com/index.php/what-we-do/your-privacy-choices, to disable targeting or targeted advertising cookies.

Access or Modification, Deletion

For Access, Modification or Deletion requests, please provide a copy of a government-issued identification document that includes your name and address so that we can verify your identity. Our response will be mailed to the physical mailing address on your identification document. (Employees may also receive the report from their HR manager). We will only use your identification document as needed to process your privacy request.

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By submitting this form, you consent to Broadridge’s use, processing and sharing of information contained herein in order to validate and assist with your request. If you have any questions, please contact us at PrivacyDataSubjectRequests@broadridge.com.