COMPARISON CHART


You decide: what's most important for you and your shareholders? Check out our chart below to learn more:

Services and Features Clear Trust Large Commercial Transfer Agent
Original Stock Issuances Yes Yes
Stock transfers (custodial/sale transfers, retirement, conversion) Yes Yes
Standardized legal transfer requirements Yes Maybe
Maintenance of shareholder registration Yes Yes
Full digital storage of transaction records Yes Maybe
Replacement of lost stock certificates Yes Yes
Interactive voice response (IVR): a technology that allows a computer to interact with humans through the use of voice and DTMF tones input via keypad No Yes
Overseas call center No Yes
Fast and friendly customer service: online, over the phone, and face to face Yes No
Corporate actions (name change, stock splits, mergers, mass conversions/retirements) Yes Yes
Balance reporting for management and authorized shares Yes Maybe
DWAC & DRS Yes Yes
Dividend Disbursement Yes Yes
Dividend Reinvestment Plan Yes Yes
Proxy and Annual Meeting Yes Yes
Accessible and transparent proxy tabulation Yes Maybe
24 hour access so you can view, organize, export, and analyze your data Yes Yes
Free online access for shareholders Yes Yes
SOC 1 audited Yes Maybe
Termination/exit penalty fee No Yes
Hidden/undisclosed fees No Yes
Readily available access to client contract or agreements Yes No
Regular rate increases No Yes
Compliance guidance Yes Maybe
Complimentary market maker introductions for 15-c211 filing and hands-on assistance obtaining DTC eligibility Yes Maybe
Initial and secondary public offerings Yes Maybe
Lost shareholder searches and escheatment Yes Yes
Cost basis compliance Yes Yes
Customized and white label service options Yes No
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