Frequently Asked Questions
CORPORATE INFORMATION
What is your corporate mission?
How long has Boston Financial
been in business?
How many people are employed at
Boston Financial?
What services does Boston Financal
provide to its clients?
Where is Boston Financial's headquarters?
Who are your clients?
How do I obtain a copy of Boston
Financial's most recent annual report?
ACCOUNT INFORMATION
Does Boston Financial manage
any mutual funds?
How do I change the address on
my mutual fund account?
I received a check in the mail.
I don’t know why I received it. Who do
I contact to find out why it was issued?
EMPLOYMENT INFORMATION
I would like to apply for a job
at Boston Financial. Who do I contact?
Does Boston Financial provide
tuition reimbursement?
CORPORATE INFORMATION
What is your corporate mission?
Our mission is to satisfy customers and grow
Boston Financial Data Services through efficient
and effective processes.
We will achieve these goals by leveraging our:
- Knowledgeable, committed and empowered associates.
- Strong client relationships
- Leading edge technology
How long has Boston Financial
been in business?
Boston Financial was established in 1973 as
a corporate joint venture of State Street Corporation
and DST Systems, Inc.
How many people are
employed at Boston Financial?
Boston Financial employs approximately 2,600 associates.
What services does Boston
Financal provide to its clients?
Boston Financial is a mutual fund full service
provider with many service and product offerings.
Our products and services are focused on four
areas: Mutual funds, 529 Plans, Contractuals,
and Retirement Service Solutions. A sample our
services include:
- Mail processing
- Image/Cash processing
- Distribution and dealer services
- Transaction processing
- Correspondence
- Phones
- Reconciliation control
- Corporate actions
- Compliance
- Tax development
- Systems reporting and statements
- NSCC processing support
- Client Servicing
- Disaster recovery
- Class action
- Telemarketing
- Consulting
Where is Boston Financial's
headquarters?
Boston Financial operates out of two main headquarters:
East Coast Headquarters
2 Heritage Drive
North Quincy, Massachusetts 02171
Midwest Headquarters
330 West 9th. Street
Kansas City, Missouri 64105-1514
Who are your clients?
Boston Financial services over 145 clients representing
the mutual fund, insurance, retirement providers, and banking industries.
How do I obtain a copy of
Boston Financial's most recent annual report?
Boston Financial is not a public company and
therefore we do not publish an annual report.
Our parent companies, State Street Corporation
and DST Systems, Inc., both have annual reports
available online. State Street’s annual
report is available at www.statestreet.com.
If you would like a hardcopy of their annual
report, you can either print it from the site
or contact State Street’s Investor Relations
department via email at ir@statestreet.com.
DST’s annual report is available online
at www.dstsystems.com. If you would like a hardcopy
of their annual report, you can download it
from the DST site.
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ACCOUNT INFORMATION
Does Boston Financial
manage any mutual funds?
No, Boston Financial is a Transfer Agent. We
provide services and products to mutual fund
companies, but we do not manage any mutual funds.
How do I change the
address on my mutual fund account?
To change the address on your mutual fund account,
please contact the customer service representative
of your mutual fund company. Contact information
may be available on your mutual fund account
statement or online if your mutual fund company
has a web site.
I received a check
in the mail. I don’t know why I received
it. Who do I contact to find out why it was
issued?
If you have questions concerning a check you
received, please contact the customer service
representative at your mutual fund company.
Contact information may be available on your
mutual fund account statement or online if your
mutual fund company has a web site.
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EMPLOYMENT INFORMATION
I would like to apply
for a job at Boston Financial. Who do I contact?
Click on the “Careers” link on the
home page of www.bostonfinancial.com to get
more information about applying for a position
at Boston Financial.
Does Boston Financial provide
tuition reimbursement?
Yes. To find out more about our benefits, please
click on the “Benefits” link on
the home page of www.bostonfinancial.com.
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