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Private Companies
Managing early investors and cap tables
Stock Transfer and Shareholder Management for Issuers
Transfer Online is an SEC-registered transfer agent providing secure, compliant,
technology-driven shareholder management for companies at every stage -
from private issuers to public markets.
Built for Issuers at Every Stage
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Pre-IPO Companies
Preparing for growth and regulatory readiness
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Public Companies
Full shareholder management and compliance
Everything You Need to Manage Equity, Shareholders, and Compliance
A full-service transfer agent and modern shareholder platform - built for clarity and control.
CORE SERVICES
Stock Transfer Agent Services
Issue, cancel, and manage securities with full regulatory oversight.
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Shareholder Portal Access
Give shareholders 24/7 visibility and self-service tools for updates and reporting.
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Proxy Voting & Mailing
Plan, execute, and track secure proxy events with full document handling.
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Dividend Reinvestment Program (DRIP)
Offer investors automatic reinvestment options with clear tracking and reporting.
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Software Development
Custom tools and platform enhancements tailored to your transfer agent and shareholder management needs.
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Offering Support
Support issuers through active offerings with structured processes, coordination, and investor communication tools.
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Compliance and Regulatory
Paying Agent
Manage and distribute dividend, interest, or redemption payments to shareholders securely and efficiently.
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EDGAR & XBRL Filing
File your SEC reports quickly and accurately with our in-house compliance team.
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Why Choose Transfer Online?
Built for Compliance
SEC-registered with rigorous, process-driven operations that meet the highest regulatory standards.
Modern Shareholder Portal
24/7 online access for shareholders with clear records, statements, and transaction history.
Human Support + Technology
Real people backed by fast, reliable workflows — never an automated runaround.
Secure by Design
Built with privacy, auditability, and robust safeguards to protect your data.
Scalable for Any Stage
From private to public, pre-IPO to post-listing — we grow with your company.
Get Started in 3 Simple Steps
Create Your Account
Offer investors automatic reinvestment options with clear tracking and reporting.
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Setup & Compliance
We configure your account and ensure regulatory readiness.
Manage Shareholders
Use the platform to manage investors and records.
Trusted by Clients Who Value Clarity
Transfer Online made our onboarding effortless and extremely fast.
Kathryn Murphy
CFO, Technology Company
Switching transfer agents felt like a risky move - until we worked with Transfer Online.
Eleanor Pena
Corporate Secretary
Feels like a modern fintech platform, backed by the credibility of an experienced transfer agent.
Esther Howard
Controller, Private Issuer
They understand the scrutiny issuers face. We feel more confident knowing the process is structured.
Savannah Nguyen
General Counsel
Certifications & Trust
Registered SEC Transfer Agent
Regulated, compliant transfer agent operations.
Certified Women-Owned Business
Supplier diversity recognized and verified.
U.S.-Based • 30+ Years Expertise
Decades of compliance-led service delivery