The ClearTrust Advantage

Why ClearTrust?

ClearTrust, LLC is an independent stock transfer agent serving listed, over-the-counter, and private equity issuers. With over 20 years of experience, our team has a reputation for delivering solutions and services that address the real-world needs of issuers in an ever-tightening regulatory environment.

Key Advantages:

  • Standard next-day turnaround puts your mind at ease, ensuring delivery deadlines are met and shareholders are happy
  • Nimble, proactive compliance guidance alleviates burdens for you and your shareholders
  • Educational and networking events widen your professional network while equipping you with resources to achieve your goals
  • Results-oriented shareholder meeting management, including stakeholder communications and proxy solicitation, takes the stress out of annual meetings
  • ClearConnect, 24/7 Online Account Access for issuers and shareholders, gives immediate access to key shareholder data
  • Paperless document management means all of your records are at our fingertips when you need them – without ever reaching into a filing cabinet or putting you on hold.
  • Complimentary market maker introductions for 15-c211 filing and hands-on assistance obtaining DTC eligibility


  • 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.

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Registered with the Securities & Exchange Commission | Active Member of the Securities Transfer Association
SOC 1 (SAS70) Audited Organization | Active Member of Society of Corporate Secretaries and Governance Professionals
© 2017 Clear Trust, LLC. All Rights Reserved
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