WHAT WE OFFER
As a trusted transfer agency, we specialize in managing stock transfers and shareholder services for both public and private companies. With our deep industry expertise, we offer a tailored experience that meets the unique needs of each client. Whether you’re a publicly traded company managing thousands of shareholders or an individual seeking personalized, confidential service, our team is dedicated to providing the expertise and support your business deserves.
Securities Transfers
Issuers
Shareholders
Our Staff
Expertly Navigating Your Transfers: Our Proven Process for Seamless Success
1
Complete Contact Forms
Once submitted, your contact form will be received by our expert team, who will carefully review it and utilize it for the official transfer process. You can access the forms either at the top of the page or by clicking the arrows under the ‘Issuers‘ and ‘Shareholders‘ sections
2
Speak With Our Team
A representative will contact you via email with detailed instructions on how to complete the transfer requirements
3
Review and Submission
Our team will thoroughly review all documents and submit them to the appropriate parties to ensure a smooth and seamless transfer.
4
Transfer Complete
Once the transfer is confirmed, we will reach out to the client and provide an account summary with the updated details
Decades of Expertise, Instantly Accessible to You
With decades of experience in the finance industry, we bring unmatched expertise directly to you. Our team leverages years of knowledge and a refined process to ensure every transfer is seamless, efficient, and accurate. When you work with us, you’re not just getting a service—you’re gaining a trusted partner committed to getting it right every time.
- Trustworthy and reliable team members
- 8am-4pm PST Professional Services
- Tailored service and timely customer support every step of the way.
More about us
Frequently Asked Questions
Will I receive a response within 24-48 hours?
Our commitment is to respond promptly within 24–48 hours, Monday through Friday, from the time of your inquiry. We value your time and strive to provide swift and efficient communication.
What is your fees? And do you have same-day rush capabilities?
We offer a flat fee for transfers and provide same-day rush options. Please don’t hesitate to contact us for the fee schedule and available options for your transaction.
Will I have an assigned representative for my transfers?
To ensure prompt responses and seamless transfers, you’ll have a dedicated team of experts available to assist with any questions and guide you through the process.