Securities Compliance. Shareholder Management.
The safest and easiest transfer agent in the nation.
Risks and regulations for companies issuing stock and servicing shareholders can be overwhelming, confusing, and constantly changing.
We study the rules, watch for changes, guide our clients, and super serve their investors so they’re up-to-date, compliant, and have happy shareholders.
Managing stock issuances and shareholder services can be daunting. Do you cringe at the thought of having to deal with New York attitude to get New York advice? At ClearTrust, you’ll discover a Transfer Agent with New York savvy and small town hospitality - keeping you compliant and keeping your shareholders happy so you and your team can confidently navigate the securities industry, and know that your shareholders are in trusted hands.
We carry the burden so you can focus on other priorities. Our clients love that we are experienced, fast, responsive, affordable, and incredibly friendly. We long for you to hear “well done” from your board and your shareholders.
Are you thinking
about using another
Transfer Agent?
Are you a bank
thinking about
handling it internally?
14+ years
of proven results
100%
of clients would refer us to a friend
9+ years
running SOC1 Audited
F E A T U R E D
Industry Credentials
Securities Transfer Association Board Member
DTC DWAC/DRS Eligible
OTC Transfer Agent Verified Shares Program
OTC Markets Premier Transfer Agent
SEC Registered
7-Time USF Fast 56 Award Winner
"I love how dependable ClearTrust has been! They respond quickly, find answers, solve problems, and are a joy to interact with.”
"Compliance rules are more complicated than ever. To have a trusted friend to guide us is incredibly valuable."
"They’re so confident in my satisfaction that their agreements have no termination fee. I can move at anytime!"
3 Steps to Happy Shareholders
Step 1: Schedule Meeting
Join us for a free exploratory meeting as we assess your needs and situation with our team.
Step 2: Execute Plan
We'll take care of transferring data, notifying industry participants, and customizing shareholder materials.
Step 3: Experience Support
We'll ensure ongoing communication and updates so you don't have to worry. Now relax – you’re with ClearTrust.
3 Clear Promises to Earn Your Trust
1. We will be safe to work with
Can I trust my transfer agent? That question should be at the top of your list when deciding on who to partner with. We have a board seat on the Securities Transfer Association. If they trust us, so can you. We’ve been down the path of securities compliance many times, and we love guiding clients through the process - every step of the way. Your shareholder record keeping, and more importantly, your shareholder relationships are safe and secure with us. We’re so trusted by our clients and their shareholders, trust is in our name.
2. We will be easy to work with
Discover why so many companies are coming to us. Unlike many of the big firms, we won’t send your requests through a black hole, and you’ll actually enjoy the experience of talking with us. You hate automated phone service; so do we. That’s why we personally answer the phone when you call. We’re based in the south, so you’ll enjoy friendly, hospitality-driven service. Your world moves fast, so you’ll love how quickly we respond to you and your shareholders. We’ll collaborate so well with you, you’ll think of us as another team member.
3. We will keep your shareholders happy
We want your shareholders to love your company. We realize we’re an ambassador for you to your shareholders, and we take that responsibility seriously. Our goal is for every interaction with your shareholders to be the best part of their day. Whether your shareholders prefer digital interactions or speaking live to someone, we’re flexible to their needs. Our team has been trained to patiently handle the needs of both older and younger demographics. Happy shareholders are good for all of us. You can sleep at night knowing that your shareholders are in good hands. We promise!
