FULLY COMPLIANT RECORD-KEEPING
For all classes of stock and warrants, including assistance with SEC, FINRA, IRS, State and Patriot Act compliance as applicable
SHAREHOLDER RELATIONSHIP MANAGEMENT
In-house customer service team answers calls directly and assists shareholders with account maintenance, transfers, depositing shares, and dividend inquiries.
ONLINE ACCESS: CLEARCONNECT
Issuers may download reports in PDF and Excel formats, review proxy progress and look up shareholder information. Shareholders may submit address changes, view their holdings, download tax forms and more.
Full service interfacing with DTC for the electronic deposit of shares into the street.
DIVIDEND PAYING AGENT
Complete suite of paying agent services for both cash and stock dividends.Checks, wires and ACH payment options are available.
DIVIDEND REINVESTMENT PLAN ADMINISTRATION
Customized plan administration with dedicated support team.
SHAREHOLDER MEETING ADMINISTRATION
Streamlined, cost-effective and results-oriented meeting management. Includes establishing an SEC-compliant timeline, printing and mailing of proxy materials to registered and beneficial holders, voting online, by phone and by mail, comprehensive interfacing with the street, and serving as inspector of elections.
LOST HOLDER RECOVERY & ESCHEATMENT
Proactive international database searches help locate your shareholders and minimize escheatable assets. Proper escheatment of abandoned property as needed.
Dedicated advocate interfaces with DTC and FINRA (as applicable) to ensure the proper handling of corporate name changes, stock splits, spin-offs, stock dividends, etc.
SHAREHOLDER MAILING AND E-MAILING
Affordable and efficient communications to both registered and street shareholders, helping you to comply with SEC regulations or simply maintain proactive communications with investors.
CUSTOMIZED STOCK CERTIFICATES
ClearTrust graphic artists create custom certificates using your logo and corporate colors to reflect your brand.
VIRTUAL CORPORATE ACCOUNT MANAGEMENT
From our website, you may issue shares, set up an annual meeting and proxy, create a shareholder mailing, order certificate inventory, and generate shareholder lists.
DIGITAL RECORDS GENERATION
Every document submitted to ClearTrust is scanned and archived, allowing us to generate even years of records at your request within moments.
CUSTOM REPORTING AND RECONCILIATION
In addition to hundreds of standard reports, customized reports and reconciliation work against your records or your auditors' are available.
STREET NAME (NOBO) ANALYSIS
Curious who bought or sold your stock this month? We track and analyze your street investors from month to month, generating an executive summary of stock movement.
RELIABLE XBRL & EDGAR FILING
Fast, affordable, friendly filing services for issuers of all sizes.
An essential step for newly public companies as it allows for electronic clearing of trades through DTC. Reduces the time and cost of trades for investors and can help increase liquidity. Management of the DTC eligibility process is a FREE service we offer to all of our clients.
ASSISTANCE GOING PUBLIC
ClearTrust has extensive experience in the process of going public. We collaborate with you, your attorney, market maker and other key contributors.
TRAINING & EDUCATION
Customized training performed on-site or remotely, covering topics related to compliance, transfer agent regulations and industry best practices.
Outsource all or part of your share registry needs to our back office, while maintaining direct interaction with your investors.