Contact Us

Shareholder Services

Equiniti Trust Company, LLC
6201 15th Avenue
Brooklyn, NY 11219
Toll-free: 1-800-937-5449

Bexil Investment Trust

Bexil Advisers LLC
2255 Buffalo Road
Rochester, NY 14624
Toll-free: 1-855-411-6432

For Media Inquiries

2255 Buffalo Road
Rochester, NY 14624
Toll-free: 1-855-411-6432

Frequently Asked Questions

Bexil Investment Trust's common stock is traded on the OTC market, a nationally recognized electronic trading market, under the trading symbol BXSY. Shares may be bought and sold through brokerage firms. Your broker will be able to assist you. For information on reinvesting your BXIT dividend distributions automatically and without charge, call the Transfer Agent toll-free 1-800-937-5449. 

Who do I notify of an address change?

The Transfer Agent, American Stock Transfer & Trust Company, LLC, 6201 15th Avenue, Brooklyn, NY 11219. Be sure to call the Transfer Agent, 1-800-937-5449 for complete instructions, that may require a signature guarantee, which can be obtained from a bank or registered securities dealer.

Among the features that Bexil Investment Trust offers to its shareholders are:

Liquidity – shares trade on the OTC market.

Experienced portfolio managers.

Broadly invested – The Fund seeks to achieve its objectives by investing, under normal circumstances, at least 50% of its total assets in income generating equity securities, including dividend paying common stocks, convertible securities, preferred stocks and other equity related securities. In addition, the Fund may invest in non-convertible debt securities, consisting primarily of corporate bonds. The Fund attempts to minimize individual security risk by diversifying across many industries and asset classes.

Regular distributions – distributions have been paid every year since the Fund was founded.

The ability of shareholders to reinvest distributions automatically and without charge.

If I want to give shares to children, grandchildren, or a charity, for example, how do I do it?

Call or write to the Transfer Agent stating your gift plans and the Agent will send you the instructions and necessary forms to make the transfer. A charity will normally supply forms.

Who manages the Fund's investments?

Bexil Advisers LLC, a wholly owned subsidiary of Bexil Corporation, is a registered investment adviser and the investment manager to Bexil Investment Trust.

How do I obtain a certificate(s), replace a lost certificate(s), or correct a spelling error on my certificate?

Please contact American Stock Transfer & Trust Company, LLC, the Fund’s transfer agent.

Do Bexil Investment Trust's shares trade at a discount or premium? How do I find out which and by how much?

Third party websites may provide this information. Any such site compares the NAV at the close of the most recent business day to that day’s closing market price of BXSY shares, and shows the amount of the discount or premium.

What is Bexil Investment Trust's CUSIP number and its ISIN number?

CUSIP number: 25538A 204

ISIN number: US25538A1051

Can my dividends be sent directly to my bank account?

Yes, the Transfer Agent will send your dividends to your bank account upon request. To obtain the appropriate form, please call the Transfer Agent toll-free at 1-800-937-5449.