TRANSFER AGENT SERVICES
Meet your new SEC-registered transfer agent
With Carta, record transactions, issue and cancel securities, and get financial reports. We also offer equity plan administration software and ESPPs, so you can manage all your stock in one place.
STOCK TRANSFER AGENT SERVICES
Why choose Carta as your transfer agent?
Modern technology
When you issue securities on Carta, your equity information is updated in real-time.
Experienced, service-focused team
We bring deep industry experience and pride ourselves on exceptional customer service.
All-in-one
Carta also offers equity plan administration and ESPP software, in the same platform.
FULL-SERVICE STOCK TRANSFER AGENCY
The trusted way to issue certificates
Shareholder services
We’ll maintain your stockholder records and assist your stockholders with inquiries, like transfer requirements, lost certificates, and address changes.
Proxy services and corporate action processing
We’ll help you navigate the annual meeting process and provide proxy service support (including e-Proxy/Notice & Access). You can also run detailed reports from Carta anytime.
REGISTERED TRANSFER AGENT
We’re SEC-registered
Trust and customer service
We hold our team to the highest standards, ensure we follow all regulations, and help you stay compliant. We acquired Philadelphia Stock Transfer in early 2018, and maintain their commitment to service and expertise.
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Learn how to prep for an IPO
Our IPO Preparedness Guide will walk you through the process and how to choose a transfer agent.
