Frequently Asked Questions

How do I access the NICSA Transfer Agent Compliance Guide? 

Am I a member?

How do I join?

I forgot my username and password, how do I reset?

How is our corporate membership level determined? 

Are my dues tax deductible? 

Why should I add a package to my membership? 

Can I add a package if I already have a membership? 

My firm has a package, but how do I use a pre-paid meeting registration?

How do I renew my membership?

How do I change my primary contact? 

How do I register for a meeting/webinar? 

How do I register multiple people for an event? 

I created an account for myself and my company is a member, but I am still being charged the non-member free when I try to register for a meeting/webinar. 

I just registered for the webinar, but I have not received the log in instructions.

I missed the beginning of the webinar and the first CPE code, can you provide? 

 

 

How do I access the NICSA Transfer Agent Compliance Guide? 

Access to the Guide is a member benefit.


  • To access the Guide, your firm must be a NICSA member, and you personally must have a NICSA online account.
  • Log into that account, by clicking the "Sign in" link on the upper right of the NICSA.org home page. After you have entered your username and password, you will be in the NICSA member portal.
  • On the lower left, click on the "Transfer Agent Compliance Guide" button. You are now in the Guide.

 

Am I a member?

You probably are. NICSA memberships are corporate, meaning that if your firm is a member, then you are a member. To see if your firm is a member, you can check the most recent member list. All divisions and subsidiaries of member firms are members as well.

 

How do I join?

You can join online at any time on our secure site. You will be prompted to enter your corporate email address. Our system will use your email domain to link you to the appropriate account. Personal emails will not be accepted.

 

I forgot my username and password, how do I reset?

Your user name is your corporate email address.

To reset your password, please click here. A new password will be emailed to you shortly. Your password will be a series of numbers/letters that have been generated by our database. Passwords are case sensitive, so please make sure to enter it exactly as it appears in the email confirmation.

To change your password, you will need to log onto the member portal. Locate your name at the upper right hand corner of the screen. Click on the arrow next to your name, and select the ‘Change password’ link.

 

How is our corporate membership level determined?

Your firm’s membership level is determined by the size of your company (based on the number of employees listed on your firm’s LinkedIn company page).

If your membership level is incorrect and needs to be adjusted, please contact the NICSA office at (508) 485-1500.

 

Are my dues tax deductible?

No, NICSA dues are not deductible as a charitable contribution for federal income tax purposes.

 

Why should I add a package to my membership?

A number of optional discounted member benefits are available to help your firm save money and make the most of your NICSA membership. Packages include pre-paid registrations to NICSA conferences, marketing benefits, and first choice on exhibit and sponsorship opportunities.

Purchasing a package offers significant savings versus purchasing these items separately.

 

Can I add a package if I already have a membership?

Yes! Please call the NICSA office at (508) 485-1500, and a representative will assist you.

 

My firm has a package, but how do I use a pre-paid meeting registration?

You can call the NICSA office at (508) 485-1500, to register over the phone, or you can fax in your registration form to (508) 485-1560. Please make sure to check off the benefit credits box, under the payment section. Failure to do so will delay the registration process.  

 

How do I renew my membership?

To pay by credit card on our secure member portal:

  1. Make sure you are the account’s primary contact. Only the primary contact has administrative rights to pay invoices and view membership details.
  2. Log on using your member user name and password. If you have forgotten your password, you can retrieve a new one here.
  3. Navigate to the ‘My Account’ tab located on the sidebar and click on the ‘Orders’ tab.
  4. Find your invoice and enter payment details. Once the transaction goes through, a receipt will be emailed containing payment details.

To pay by check/cashier's check:

  1. You can request an invoice by calling the NICSA office at (508) 485-1500 or email info@nicsa.org.
  2. Please make the check out to;

             NICSA
             8400 Westpark Drive, Floor 2
             McLean, VA 22102

 

How do I change my primary contact?

Please email NICSA at info@nicsa.org with the following information.

  1. Account name
  2. Name of current primary contact
  3. Name of new primary contact, email and phone number

 

How do I register for a meeting/webinar?

To register:

  1. Log into the member portal
  2. Click on the ‘Events’ tab on the sidebar, and select the event you wish to register for.
  3. Follow instructions and enter payment. A receipt will be emailed once transaction is complete.

 

How do I register multiple people for an event? 

After you create your registration, you will have the option to add other people to your order. At checkout, you will see a button that says ‘Register another Person’. You will be asked to enter the individuals name, address and email.

 

I created an account for myself and my company is a member, but I am still being charged the non-member free when I try to register for a meeting/webinar. 

Our database does not always automatically recognize you when you create an account. What this means is that our system did not recognize your email domain. (It’s not you; it’s a quirk of the database.)

If you experience this problem please call the NICSA office at (508) 485-1500 or e-mail info@nicsa.org. 

 

I just registered for the webinar, but I have not received the log in instructions.

Log-in instructions are sent out multiple times before each webinar, not directly after you register.  It may take a couple of days but you will receive the log-in instructions from NICSA.org.

If you still have trouble receiving them, check your spam folder and add NICSA.org to your email contacts to make sure you are receiving our communications.

 

I missed the beginning of the webinar and the first CPE code, can you provide?

Unfortunately, we are not able to provide CPE codes after the event.

 

Please feel free to contact us.

  • NICSA Member Portal Login
Click below to sign into the NICSA member portal.

» Sign in


Don't have an account? Click Here...

Follow Us

Upcoming Events


  • NICSA Webinar: The Clarity Project: SSAE-18 Essentials
    August 16, 2017 | 2:00pm - 2:30pm ET

    Learn more and register...


  • ALFI's Global Distribution Conference
    September 19-20, 2017 | Luxembourg

    More information...

  • NICSA 2017 General Membership Meeting (GMM)
    October 5-6, 2017 | Boston, MA


    More information...

  • NICSA 2018 Strategic Leadership Forum (SLF)
    (36th Annual Conference)
    February 28 - March 2, 2018 | Miami, FL


  • NICSA 2018 General Membership Meeting (GMM)
    October 10-11, 2018 | Boston, MA


  • NICSA 2019 Strategic Leadership Forum (SLF)
    (37th Annual Conference)
    February 27 - March 1, 2019 | Ponte Vedra Beach, FL


  • NICSA 2019 General Membership Meeting (GMM)
    October 16-17, 2019 | Boston, MA


  • NICSA 2020 Strategic Leadership Forum (SLF)
    (38th Annual Conference)
    February 26 - 28, 2020 | Ft. Lauderdale, FL