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.
Transfer Agent 1

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.

Transfer Agent 2

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.

Transfer Agent 3

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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.

join carta

Transition to Carta’s transfer agent services