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Fidelity Stock Transfer SM

Built for your company’s future

As a digital-first transfer agent, we continue to build the groundbreaking technology issuers and shareholders need.

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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 guide you through the transition from your old transfer agent, assisting each step of the way.
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Real-time information

Fidelity’s Plan Sponsor Workstation® makes it easy to view real-time reports at the shareholder- and company-level.
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Simple transition

Your onboarding support team will provide all you need to transition from your current Transfer Agent to Fidelity Stock Transfer within 6 weeks, on average.

How it works

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We’re 74% faster than the competition¹

Our cloud-based systems and knowledgeable operations team allow us to efficiently process your transactions, including real-time processing of DWAC transactions in good order.

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The reports you need, in real-time

As an issuer, you can view the reports you need when you need them. Prepare for audits—or just stay informed—with reports, including Ownership by Percentage, All Shares Classes Held by Shareholders, and more.

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.

Modern convenience for the digital age

Your shareholders can use the Fidelity mobile app to access their registered stock, retirement savings, and stock compensation accounts.  Shareholders can avoid lengthy Medallion Signature Guarantees with our digital verification method, where applicable.

Frequently asked questions

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.
How long does it take to change transfer agents?
Switching to Fidelity Stock Transfer typically takes six hours over six weeks.

Get in touch

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