Why Choose Transfer Online™ as your Transfer Agent?
1. Our Commitment. No matter who you deal with at Transfer Online™, you are satisfied with every transaction. We are committed to doing the job responsibly and doing it well. You can count on us for that. [more >]
2. Our Team. Our core team has decades of Wall Street experience, with emphasis in corporate recordkeeping and securities processing. Our technology partners develop financial and transfer software suites and leading edge design. [more >]
3. Transfer Online™ embraces technology. We've developed a web-based system which allows the issuer to view and sort
their shareholder information in many ways, providing easy access to data
for Blue Sky reporting, internal statistical analysis, or exchange listing requirements. Your company - and its Shareholders - can run online reports and
download the results in spreadsheet format, or have our website automatically deliver them as an Adobe™ Acrobat® .PDF.
|
We are able to enroll new issuer clients fully-online with our
New Issuer Wizard. |
|
|
We've written our own powerful and versatile Trading Board Software to allow our issuer clients to provide liquidity to their shareholders. |
|
We developed an Online Stock Offering Wizard for those clients who wish to make a DPO-style stock offering. |
|
Issuers can create and submit their EDGAR Filings completely online at TransferOnline.com. |
|
Our stock transfer software was developed in-house, and is maintained and developed internally. |
|
Our agents are all equipped with optical scanners, and all correspondence is digitized and logged. |
|
We even wrote our own communications management software, so all Transfer Online™ customer comments, emails, and concerns
are addressed in a timely, effective manner. |
In addition, our system allows multiple accounts. This means once your company is enrolled as a client, you can assign web access to other officers in your company, each with their own permissions - decided upon by you.
You can also manage your shareholders via reports, emails, and mailing lists.
|
| 4. Online Services. Can your current Transfer Agent offer these services online? |
 |
| Summary of Issuer Services Offered at TransferOnline.com |
Transfer Online™ |
 |
 |
|
| Access Account |
 |
|
|
| View and Edit Account / Contact Information |
|
|
|
|
View Holdings
|
|
|
|
|
Run Detailed Custom Reports on Your Holdings |
|
|
|
| Direct Agents to Transfer Shares / Check Status of Transfer |
|
|
|
| Direct Agents to Issue Shares / Check Status of Issuance |
|
|
|
| Direct Agents to Retire Shares / Check Status of Retirement |
|
|
|
| Download Common and Specific Forms |
|
|
|
| Proxy Voting |
set up proxies,
check vote status,
print reports |
|
|
| Invoicing and Balance Pay |
|
|
|
| Multiple Accounts / Multiple Account Managers |
|
|
|
| Mailings Labelling and Printing |
|
|
|
| Shareholder Reports |
|
|
|
| "Online Shareholders" Tracking |
|
|
|
| Transaction Reports |
|
|
|
| Balance Management / Reporting |
|
|
|
| Transfer Online™ Automated New Issuer Enrollment |
|
|
|
| Transfer Online™ Online EDGAR Filing Service |
|
|
|
| Transfer Online™ Trading Board Software |
|
|
|
| Transfer Online™ Web-Based Stock Offering Wizard |
|
 |
See also Shareholder Services for a list of options available to your shareholders as a client of Transfer Online™.
Businesses don't operate at set hours or time zones anymore - and neither do most of the people who run them.
To keep pace with a constantly changing world, we must focus on optimizing existing technology and resources
to offer the most convenient and effective service.
Convinced? Empower your shareholder relations and corporate recordkeeping capabilities.
Contact us for a detailed, custom quote for our services. If you like,
visit our no-obligation online estimator for an estimate first. |
