COMPARISON CHART
You decide: what's most important for you and your shareholders? Check out our chart below to learn more:
| Services and Features | Clear Trust | Large Commercial Transfer Agent |
|---|---|---|
| Original Stock Issuances | Yes | Yes |
| Stock transfers (custodial/sale transfers, retirement, conversion) | Yes | Yes |
| Standardized legal transfer requirements | Yes | Maybe |
| Maintenance of shareholder registration | Yes | Yes |
| Full digital storage of transaction records | Yes | Maybe |
| Replacement of lost stock certificates | Yes | Yes |
| Interactive voice response (IVR): a technology that allows a computer to interact with humans through the use of voice and DTMF tones input via keypad | No | Yes |
| Overseas call center | No | Yes |
| Fast and friendly customer service: online, over the phone, and face to face | Yes | No |
| Corporate actions (name change, stock splits, mergers, mass conversions/retirements) | Yes | Yes |
| Balance reporting for management and authorized shares | Yes | Maybe |
| DWAC & DRS | Yes | Yes |
| Dividend Disbursement | Yes | Yes |
| Dividend Reinvestment Plan | Yes | Yes |
| Proxy and Annual Meeting | Yes | Yes |
| Accessible and transparent proxy tabulation | Yes | Maybe |
| 24 hour access so you can view, organize, export, and analyze your data | Yes | Yes |
| Free online access for shareholders | Yes | Yes |
| SOC 1 audited | Yes | Maybe |
| Termination/exit penalty fee | No | Yes |
| Hidden/undisclosed fees | No | Yes |
| Readily available access to client contract or agreements | Yes | No |
| Regular rate increases | No | Yes |
| Compliance guidance | Yes | Maybe |
| Complimentary market maker introductions for 15-c211 filing and hands-on assistance obtaining DTC eligibility | Yes | Maybe |
| Initial and secondary public offerings | Yes | Maybe |
| Lost shareholder searches and escheatment | Yes | Yes |
| Cost basis compliance | Yes | Yes |
| Customized and white label service options | Yes | No |