| Relationships | Role | Relationship Start | Relationship End |
| Mellon Investor Services Holdings Llc | Parent | 4/18/2005 | 3/30/2016 |
| Mellon Human Resources & Investor Solutions Inc. | Parent | 10/31/2003 | 4/17/2005 |
| Mellon Investor Services Group Llc | Parent | 11/30/2000 | 10/30/2003 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Mellon Hr Securities, Inc. | Seller | Discontinued | 1/1/2004 |