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Fidelity Stock Transfer SM

Fully supported onboarding from IPO and beyond

From product demo to closing call, our dedicated team can support you every step of the way.

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How we make it easy

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Secure setup

We make it easy to securely store sensitive documents and information in Fidelity’s document platform, the FidSafe® Vault.
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Dedicated support

Your dedicated onboarding manager will work with your cap table managers in preparing your public shareholder records.
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Partner with client counsel

We will help support your counsel as they work through DTCC eligibility, exchange listing requirements, and transaction documents.
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Inform shareholders

On the day of IPO, we’ll send your shareholders a confirmation message, including the number of shares they hold in the new public company.

How it works

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It’s never too early to find a transfer agent

Many companies choose to start their transfer agent process around the time they’re filing their Form S-1, but it’s never too early to start. We like to schedule short check-ins at least 12 weeks before your IPO.

Two mobile interfaces, the first depicting a portfolio summary and line chart, the second showing stock values and a button to transfer shares to brokerage.

Instant access from day one

From day one of the IPO and beyond, your shareholders that sign up for digital access will have instant access to their information about their registered stock, including their cost basis, amount owned, and any restrictions—all with one login.

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?
Yes, federal securities laws generally require that transfer agent services be provided for any publicly-traded securities. Transfer agents can provide expertise and efficiency to securities issuers in the services they provide.
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.

Get in touch

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