Moving Your Business To ClearTrust Has Never Been Easier

Top 3 Reasons Issuers Switch to us:

  1. Seeking a better working relationship with transfer agent

  2. Seeking higher quality service

  3. Seeking faster service

Top 5 Differentiating Factors:

  1. Turnaround times on issuances and transfers

  2. Level of responsiveness to needs and requests

  3. Level of expertise and/or experience of transfer agent staff

  4. Online reporting capabilities for issuer and shareholders

  5. Prices for fees and services

“Thank you for all your help and support. Your staff did so much for us in handling the switch from our old transfer agent to Cleartrust. I have never personally handled changing transfer agents, so I did not know what to do or expect. Your staff made it so easy by providing and doing everything. And, it was done so quickly, our CEO was impressed.”
— K. Gonzalez, Corporate Secretary

If ClearTrust is your first transfer agent:

All you need to do is complete the documents listed in our proposal package. E-mail to

If you are switching from another agent:

  • Complete the documents listed in our proposal package. E-mail to

  • Execute and deliver the board resolution terminating your former agent.

  • Pay final balance at your former agent.

  • Let ClearTrust do the rest.

We will coordinate the records transition from your former agent, notify DTC and OTC Markets of the change, and do everything we can to ensure a smooth and timely transition for you and your shareholders.


NO time obligation contract

Here at ClearTrust, we are dedicated to earning your business everyday. We don’t hold you to a contract that outlines a specific minimum time frame, because we treat you the way we want to be treated. We are determined to build your trust with no strings attached to lock you in.


In a recent client survey, we asked why issuers chose ClearTrust as their transfer agent. We’re proud to share the results with you:

  • 100% of respondents reported they are VERY LIKELY to recommend us to a friend or colleague.

  • 100% of respondents reported they are VERY SATISFIED with our staff and services.

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Tough Questions To Ask

A great transfer agent will be an extension of your company and a voice to your shareholders. They’ll take on your needs and goals as if they were their own. Expect nothing less.

When evaluating transfer agents, ask tough questions that will help you gauge the level of service and attention you’re going to receive:

  • How can you help me beyond record-keeping? Can you network me with market makers, counsel, and other industry professionals?

  • What is your standard turnaround time on issuances and transfers?

  • What is your termination fee? On that note, why do you have a termination fee?

  • How often do you raise your rates?

  • Do you charge for standard shareholder lists and reports?

  • What clients did you lose last year, and why?

  • Do you offer online account access?

  • What types of client education events do you offer? How do you communicate changes in regulations to your clients?

  • Is your firm involved in industry trade associations, and to what extent?

  • Will I have direct communication lines with management?