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Preparing for an IPO: How a digital-first transfer agent can simplify the process

What lawyers should consider when recommending a transfer agent: Insights for pre-IPO and public company counsel

How to choose a transfer agent: Key considerations for modern businesses

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¹Deposit/Withdrawal at Custodian (DWAC). For Transfers to National Financial LLC.

²Based on average of available historical data from other transfer agent 10b5-1 elections as of November 2024.

³Based on operations support employees with applicable backgrounds as of December 2024.

Brokerage services are provided by Fidelity Brokerage Services LLC.

Screenshots and graphics are for illustrative purposes only.

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¹Based on average of available historical data from other transfer agent 10b5-1 elections as of November 2024.

Brokerage services are provided by Fidelity Brokerage Services LLC.

Screenshots and graphics are for illustrative purposes only.

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Brokerage services are provided by Fidelity Brokerage Services LLC.

Screenshots and graphics are for illustrative purposes only.

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Fidelity Stock Transfer Solutions LLC ("Fidelity Stock Transfer"), a SEC registered transfer agent, provides transfer agent services to the issuers of certain securities. Fidelity Stock Transfer does not provide legal, tax or investment advice. The information herein is general in nature and should not be considered legal, tax or investment advice. Consult an attorney or tax or investment professional regarding your specific situation.
For equity administrator use only.

Some products and services described are not available outside the United States.

The Fidelity Investments, Fidelity Stock Transfer and The Pyramid design logo are registered service marks of FMR LLC.

Transfer agent services are provided by Fidelity Stock Transfer Solutions LLC.

© 2025 FMR LLC. All rights reserved.

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