Fidelity Stock Transfer SM
Frequently asked questions
What is a transfer agent?
A transfer agent provides services for an issuer of securities, like maintaining records of ownership, protecting against over- and under-issuances of securities, and providing corporate communications to securityholders.
The transfer agent acts as a liaison between an issuer and its shareholders. In some cases, the transfer agent facilitates transactions with a broker so investors can sell their securities.
Do I need a transfer agent?
Can I be my own transfer agent?
Can I change transfer agents?
Of course! It’s possible to change transfer agents. Transfer agents are an important liaison between a public company and their shareholders, so choosing the right one is important. Switching to Fidelity Stock Transfer typically takes six hours over six weeks, on average.
Does a private company need a transfer agent?
A private company doesn’t necessarily need a transfer agent, however if your private company is pursuing an IPO in the next 9-12 months, it can be the perfect time to start your search for a reliable transfer agent.
When should I start looking for a transfer agent?
Preparing for an IPO can be a stressful process. We find that many companies choose to start their transfer agent process around the time they’re confidentially filing their Form S-1, but it’s never too early to start. A company has usually chosen a transfer agent by the time they’ve publicly filed their Form S-1.