CALL TODAY: 813-235-4490

White Labeling

ClearTrust offers white labeling services to community banks, retail transfer agents, and portals. Our experienced operations team serves as your back office for shareholder record-keeping, dividend payments, or DWAC, FAST, and DRS deposits. Each white labeling relationship is customized to fit your specific needs. To explore further, please contact us. 

Compliance Consulting

ClearTrust founder Kara Kennedy serves on the Board of Directors of the Securities Transfer Association and has extensive experience consulting for other transfer agents. For assistance with starting your own agency, policies and procedures, industry best practices, and training, contact Kara Kennedy at 813-235-4490

Account Transitions

First and foremost, thank you for helping ensure a smooth account transition from one agency to another. Our promise to you is that you will always be treated with respect and courtesy during this process. Likewise, your professionalism and prompt responses are truly appreciated.

For incoming accounts: Please send us via a secure method a shareholder and certificate list in excel format and send physical records to our delivery address, please click here.

For outgoing accounts: Upon receipt of final payment, we will deliver all books and records promptly to your new address of record.

Helpful link: Compliance with Rule 17Ad-16