ClearTrust Perks

Why ClearTrust?

We are responsive to your needs and actively involved in the securities industry, which means we offer peace of mind for you and your shareholders.

Key Advantages Include:

• Independent agency*
• Faster turnaround
• More industry insight
• Networking opportunities
• Personalized assistance
• Extended office hours
• Increased company exposure
• Secured web access for issuers
• Paperless recordkeeping
• Easier audits
• Happier shareholders

And if that’s not enough to get you excited about ClearTrust, check out our member perks:

• FREE Unlimited Shareholder Lists
• FREE Document Scanning
• FREE Paperless Subscription Agreement Archiving
• FREE Personal Shareholder Support
• FREE Corporate Action Assistance
• FREE Annual Meeting Attendance
• FREE Same Day Turnaround, daily schedule permitting
• FREE Online Account Access for Shareholders with Activated Issuer Access
• FREE Month of Service for new accounts

*Why is this important? We are completely independent of any broker dealer, clearing firm, or other industry participant. This ensures fair and honest handling of your securities. It also eliminates the possibility of several compliance ‘red flags’ that can occur through the incestuous relationship of a broker dealer and transfer agent. For additional insight into why independence matters, please feel free to contact us.