NEED A

TRANSFER AGENT THAT CARES?

Colonial values its clients and their investors
by putting them first through personalized
customer service, innovative technology
and over 30 years of industry expertise

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CONSIDERING AN

IPO FOR YOUR
COMPANY?

Our experts are ready to guide
you through the IPO process including closing,
exchange listing, distribution and more

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TAILORED

CROWDFUNDING
SERVICES

Crowdfunding portals and their company
clients can seamlessly integrate into our
transfer agent and investor recordkeeping services

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FULL SERVICE

PROXY MEETINGS

Using our online proxy voting platform,
we can manage your proxy voting campaign
from start to finish including full integration
with brokers

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Our services

Our services are tailored for all of your transfer agent and cap table reporting needs.  In addition to issuing shares and providing investor support, our services team is here to help you with all of your needs.

Why Colonial Stock Transfer?

A reliable SEC registered transfer agent and cap table management provider is a key component for not only having happy shareholders, but also ensuring your stock and its most important transactions are handled correctly. Colonial provides issuers with the most professional and innovative services in the industry by going beyond standard transfer agency agendas and incorporating a more personal touch with competent, efficient employees and unmatched customer service.

Personalized Service

We provide personalized responsive service coupled with accuracy and quality, delivering peace of mind to you and your investors.

Technology

Our technology and filing software makes doing edits easy, providing consistency throughout your filing without paying for expensive DMS or DIY software solutions and getting the benefits of full service.

Experience

Our proprietary technology allows us to make customized changes to enhance your cap table reporting and transfer agent needs. Get enhanced features including stock options, ESPP and more.

Latest news and insights

Stay up to date on the latest security industry news, SEC releases, and insights from around the industry.

November 21, 2018

SEC to Update and Remove Unnecessary Disclosure Requirements

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August 1, 2018

SEC Final Rules to Modernize Offerings Pursuant to Compensatory Arrangements

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July 20, 2018

SEC Extends Qualifications for SRC's and Scaled Disclosures

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July 20, 2018

SEC Passes Inline XBRL

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June 27, 2018

New SEC Disclosure Changes on Form N-PORT

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March 15, 2018

Finding an SEC Filing Agent for XBRL Filings

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