Transfer Agent Services

Annual Meeting and Proxy Services

We provide mailing services for Annual and Special meetings, proxy tabulation, and certification. Our conference room is available for our client’s to hold their meetings. Also, our staff is available to travel to your annual meeting and assist with proxy tabulation at the meeting.


CUSIP Services
We can assist you with a CUSIP number whether you are a new issue or processing a corporate action.

Dividend Disbursement
We provide stock or cash dividend services including preparing and filing Form 1099-Divs.

Escheatment Services
We provide shareholder searches and escheatment services for lost shareholders.
Escrow Services
We provide escrow services for our corporate clients as well as escrows between shareholders..


Lost Certificates
We can assist your shareholders with the lost certificates process and filing notices

Stock Splits
We can accommodate forward or reverse stock splits and round up shares.
Shareholder Records
As the transfer agent, we maintain the master security holder records. This includes all original issuances, transfers, and updates. We can issue physical certificates or book entry transactions.