How do I change transfer agents?

Changing your transfer agent involves notifying your current transfer agent that you are terminating your service with them and contracting with your new transfer agent to service your company. Your prior transfer agent and STC will both make required regulatory filings with the DTCC, and you must satisfy any existing contractual obligations you have with your current agent. Typically, this process can take between 10 and 30 days. Please contact us to learn how we can help you make a seamless transition.

By |2026-02-25T17:46:37+00:00January 23, 2026||0 Comments

How do I choose a transfer agent?

Partnering with a transfer agent is an important decision. Finding an agent with the right balance of experience, cost and customer service is often difficult. You should consider how long the agent has been in business, and their experience with the service offerings applicable to your Company. You should also consider what the shareholder experience will be like with the potential agent. When your shareholders call the agent are they getting a callcenter or a direct account representative? Will you or they be charged per phone call? What are the expected response times to inquiries? Often
your transfer agent is your direct contact with your securityholders, and their experience with the transfer agent is critical.

By |2026-02-25T17:46:31+00:00January 23, 2026||0 Comments

Does my company need a transfer agent?

A partnership with a transfer agent can be beneficial regardless of whether you are a private or publicly traded company. Leveraging a trusted source to oversee your cap table management, handle shareholder communication and access, and administer all of your back-office needs enables you to focus on growing your Company. Let us handle the additional work and regulatory burdens that accompany these functions instead of keeping them in-house.

By |2026-02-25T17:46:25+00:00January 23, 2026||0 Comments

What is a transfer agent?

A transfer agent’s primary function is maintaining accurate shareholder records for clients, with a focus on the issuance, cancellation, and transfer of shares between the company, its shareholders, and the brokerage community. Transfer Agents also process corporate actions (stock splits, name changes, mergers) and pay dividends and distributions to your securityholders on your behalf. To learn more about what a transfer agent does, click here.

By |2026-02-25T17:45:46+00:00January 23, 2026||0 Comments
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