Most transfer agents are banks or trust companies, but sometimes a company acts as its own transfer agent. Transfer agent financial definition of transfer agent. To find out more about these programs you may contact computershare directly at 800 2857772, option 1, between the hours of 8 a. Colonial stock transfer is a stock transfer agent providing first class stock transfer services to public and private companies and their shareholders. Vtoken, a division of vstock transfer, partners with. Stock transfer agent is the term used in the united states and canada. Their mailing address is 40 wall street, 46th floor new york, ny 5. Carta equity management solutions equity plans, cap.
Computershare is mcdonalds stock transfer agent and dividend reinvestment and direct stock purchase plan administrator. Online account access current nonbusiness entity shareowners can get full portfolio access to their holdings in mcdonalds corporation and any other accounts managed by computershare. Transfer onlines professional stock transfer agents work hand in hand with creative technologies and you to create unique corporate recordkeeping services. Dividend checks and direct deposit of dividend payments. We are an online stock transfer agent, financial services provider and consulting firm.
The combination of superior functionality, a preferred technology platform, competitive pricing and unparalleled customer service has given ts partners a blue chip client list with some of the most prestigious names in the corporate trust and stock transfer industry. Vtoken is the security token division of new yorkbased stock transfer and registrar firm vstock transfer, which services clients ranging from private. No doubt you expect complete, integrated execution of transfer agent and share registry services, including recordkeeping, dividend disbursement, annual meeting services, and hightouch management of shareholder relationships. Carta began serving public companies in 2017 and acquired philadelphia stock transfer in early 2018. We build relationships that help us truly understand your business, and develop customized stock transfer solutions based on. Transfer agents responsibilities also include the transfer, issuance and cancellation of an issuers shares. Other core services provided by a transfer agent include. Eastern time, monday through friday, and saturday 9 a. With clients in the united states, canada, and the cayman islands, ts partners is the premier provider of stock transfer and corporate trust software solutions. Motorola solutions msi offers a direct stock purchase and dividend reinvestment plan. Vstock transfer provides a full range of professional transfer agent and registrar services to public companies. Add in our transfer agency services and you have the best investor management solution on the market.
The company also offers escrow agency and disbursement agent services. Computershare the leading global stock transfer agent and shareholder services provider is mfs stock transfer agent. Odyssey trust acts as depositary for tilray in their acquisition of manitoba. Reliable has the management experience, operational expertise, and comprehensive software capabilities to provide quality transfer services for small cap companies. Stock transfer management software transfer online solo. For over 45 years, businesses have partnered with ast for critical stock transfer agent services and strategic direction for corporate growth and shareholder engagement. How to save stock transfer agent costs shareholder. One of a transfer agents primary duties is assisting registered shareholders and fulfilling their requests for transferring their shares. Whom do i contact in the case of a lost or missing stock. Nast, llc is an online stock transfer agent, financial services provider and consulting firm, with expertise in traditional services as well as integration of new technologies.
When you issue securities on carta, your equity information is updated in realtime. Integrated software is dedicated to providing quality shareholder accounting software and related solutions. For example, when a company declares a stock dividend or stock split, the transfer agent issues new shares. Rely on our expertise to manage your private securities and exempt offering recordkeeping needs, allowing you to focus on the growth of your busin ess.
A transfer agent is responsible to a corporation for keeping track of who owns the corporations stock and bonds and whether those securities are registered in the name of an individual investor or a brokerage firm, which is known as street name registration. This provides individual investors an opportunity to purchase shares of msi stock. Investors interested in purchasing shares directly or registered shareholders wanting to make changes to their account should contact computershare. Privatelyheld companies that track investors on spreadsheets should consider using colonial stock transfers transfer agent services and online cap table management platform designed for private companies with more than 10 shareholders at affordable costs. As a full service brick and mortar transfer agent with a comprehensive range of software solutions, well provide the exact stock transfer service you need at the best value. Now, solo is available to anyone who wants to be his or her personal stock transfer agent.
Shareholder accounting software providing complete stock transfer, dividend reinvestment, corporate action processing and proxy services in an integrated environment. Use carta to manage both employee and nonemployee equity. One of the most important service decisions your company can make is selecting the right stock transfer agent. A transfer agent is a trust company, bank or similar institution assigned by a corporation, for the purposes of maintaining an investors financial records and tracking his or her account balance. Integrate your crowdfunding portal with our back office solution.
To become a featured transfer agent on this list, please contact us. Shareholder accounting software solution contact us. Colonial stock transfer company transfer agent services. Offer liquidity by running oneoff transactions, tender offers, and stock buybacks transfer agent carta is an secregistered transfer agent with bestinclass software. Otc markets transfer agent verified shares program. We provide the most responsive transfer services available anywhere, and were proud of our reputation for personal attention to client needs. As an secregistered transfer agent, carta serves both fastgrowing companies going through the ipo process and public companies transitioning from their current equity management solution to carta. Cap table management and investor tracking equity track. Transfer online was founded in 1999 by our president and ceo lori livingston, who has over 30 years of experience in the financial services industry. Having an efficient cap table management software combined with a capital raising solution makes it easier than ever to support your investors while attracting new ones. The company is disrupting the tax industry by providing consumers price transparency and with digital platforms such as tax pro go.
We are at the intersection of intelligence, technology and customer service, in the public securities industry. Our stock transfer and bond registrarpaying agent software is used by commercial transfer agents, corporations, national, regional and community banks, and governmental entities. Asure software trades on nasdaq under the ticker asur. Although transfer agents are commonly associated with the transfer of shares of common stock, transfer agents may also handle other types of securities whose ownership is registered, such as bonds. Computershare, microsofts transfer agent, administers a direct stock purchase plan and a dividend reinvestment plan for the company. Every action stock transfer client has the peace of mind that our services are performed accurately and timely. Asure software s transfer agent is american stock transfer and trust company. Solo is an online version of the proprietary stock transfer software that we built inhouse for transfer online. Us stock transfer corporation provides comprehensive stock transfer and registrar services to public companies. Reliable stock transfer inc is a transfer agent focusing on small cap companies listed on the canadian securities exchange in canada and on the gxg markets in europe. Use the research platform to evaluate shareholder register software providing analysis and comparison of functionality supporting fund processing, subscriptions, redemptions, switches, transfers, exchanges, conversions, transfers from other schemes and more sophisticated ta service models and transaction types functionality. Stocktransferonline online stock transfer services.
We built our reputation on a worldclass blend of innovative services, solutions and technologies. We use industryleading software designed to meet the needs of our clients and their shareholders. Issue and cancel certificates to reflect changes in ownership. Securities transfer corporation combines peopleoriented service with the latest technology to ensure that stock transfers and shareholder activities are carried out promptly and efficiently. Stock transfer is an important function for public companies, which is why all but a relative handful of them have entrusted it to outside professional transfer agents. Offering you the value of our experience and helping you surround yourself with a qualified and capable team of professionals such as lawyers, auditors, bankers, edgar.
Solo was created by transfer online, a fullservice stock transfer agent and our parent company. Odyssey trust and global shares announce exclusive partnership, providing an industryleading equity compensation plan platform for canadian and us issuers. Were privileged to maintain the records for hundreds of thousands of shareholder accounts. Solo enterprise gives you the tools to be a fully operational transfer agent responsible for a portfolio of companies with thousands of shareholders. Vstock transfer stock transfer agent united states. Transfer agency systems and solutions listed in our vendor directory. Twitter external link, opens in new window facebook external link, opens in new window external link, opens in new window.
Equity stock transfer is a fullservice transfer agent dedicated to corporations, counsel and shareholders. Founded in 1970, american software develops, markets and supports a portfolio of supply chain and enterprise software applications designed to automate planning and operational functions with leading cloudbased solutions for supply chain management, sales and operations planning, enterprise resource planning erp, global sourcing, product lifecycle management, and. For registered shareholders, our transfer agent, eq shareowner services, can answer questions and provide assistance on most stock ownership topics, including. A stock transfer agent or share registry or transfer agency is a company, usually a third party unrelated to stock transactions, which cancels the name and certificate of the shareholder who sold the shares of stock, and substitutes the new owners name on the official master shareholder listing. Vstock transfer offers services online that provide you and your shareholders with up to the minute data, reports and powerful online tools to enhance your stock transfer. Philadelphia stock transfer pst, a carta company, combines modern transfer agent technology and exceptional service. Private company transfer agent services colonial stock. Our clients include banks, trust companies, corporations, governments, and transfer agents. We bring deep industry experience and pride ourselves on exceptional customer service.
Watch equity stock transfer ceo mohit bhansalis interview with scn corporate connect. Transfer online solo enterprise the most powerful version of our software available. Shareholder accounting software integrated software solutions. Eq shareowner services has been appointed as transfer agent, registrar, dividend disbursing agent, and administrator of the direct stock purchase program. We use the latest stock transfer software programs to ensure that your companys shareholder records are always accurate and uptodate.
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