How to Switch

Moving your business to ClearTrust is easy.


“Thank you for all your help and support. Your staff did so much for us in handling the switch from our old transfer agent to Cleartrust. I have never personally handled changing transfer agents, so I did not know what to do or expect. Your staff made it so easy by providing and doing everything. And, it was done so quickly, our CEO was impressed.”

-K. Gonzalez, Corporate Secretary


If ClearTrust is your first transfer agent, all you need to do is complete the documents listed in our proposal package. E-mail to setup@cleartrusttransfer.com.

If you are switching from another agent, follow these steps:

  • Complete the documents listed in our proposal package. E-mail to setup@cleartrusttransfer.com.
  • Execute and deliver the board resolution terminating your former agent.
  • Pay final balance at your former agent.
  • Let ClearTrust do the rest.

We will coordinate the records transition from your former agent, notify DTC and OTC Markets of the change, and do everything we can to ensure this is a smooth and timely transition for you and your shareholders.

In a recent client survey, we asked why issuers chose ClearTrust as their transfer agent. We’re proud to share the results with you.

Top 3 Reasons Issuers Have Switched to us:

  1. Seeking a better working relationship with transfer agent
  2. Seeking higher quality service
  3. Seeking faster service

Top 5 Differentiating Factors:

  1. Turnaround times on issuances and transfers
  2. Level of responsiveness to needs and requests
  3. Level of expertise and/or experience of transfer agent staff
  4. Online reporting capabilities for issuer and shareholders
  5. Prices for fees and services

Request a proposal package here.

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