Dealing with stock transfers and securities can be quite the headache. That’s why so many companies prefer to hire a third-party transfer agency to take care of it for them.

But finding the right transfer agency can be a daunting undertaking. They’ll play a major role in your company’s finances, so you want one that understands your goals. You want an agent who will always act in the best interests of your company.

When searching for a stock transfer agent, you’ll want to look for someone who can handle all your needs in-house. Someone who provides dedicated customer service to both you and your shareholders. And in today’s day and age, you definitely want an agent who takes full advantage of emerging technologies to enhance their services.

We’ve reviewed VStock Transfer agency to see if it’s a good example of what you should look for in a stock transfer firm. Below, we’ve outlined some of their services to help you get a better idea of what you can expect from any stock transfer agency. Using the VStock Transfer review as a guide can aid you in your search for the right agent for your company.

What Does a Transfer Agency Do?

In broad terms, a stock transfer agency is a financial institution that services corporations. They manage their records and accounts. In that sense, they’re sort of like a bank. Their role is to act as an intermediary between the company and its investors. One of their main jobs is to oversee company securities as they are traded or change ownership.

There’s a lot that goes into the management of a company’s stocks. Stocks and shares trade hands all the time, so the need for professional oversight quickly becomes apparent.

Transfer agencies typically provide all the services that come with stock transfers, including:

  • Maintenance of transaction records
  • Tax reporting
  • Repository services
  • Issuance or cancellation of stock certificates.

Get to Know VStock Transfer

The VStock Transfer Agency is a New York City based registrar and stock transfer firm. They boast a large and varied client list. Their portfolio includes:

  • Private companies
  • Public companies
  • Pre-IPO issuers
  • NYSE American, OTC, and NASDAQ listed companies

VStock employs some of the top securities lawyers in the country. The means clients can rest easy, knowing they have the benefit of expertise and experience on their sides. The VStock Transfer Agency uphold a specific business philosophy that guides all their client dealings:

Experience

VStock believes that experience matters. That is why they have assembled a team of the very best transfer agents, lawyers, bankers, auditors, and EDGAR agents. All clients have dedicated account managers, and they can address all necessary services in-house.

Technology

One of VStock Transfer’s most unique features is their online service. This gives both clients and their shareholders 24/7 access to the current reports. With this platform, you can easily check your stock transfers anytime, anywhere. Their reports include up-to-the-minute data and powerful enhancement tools to help ease the process.

Service

High-quality customer service is one of the things that both clients and shareholders praise VStock for. Each client account receives a support team led by the account manager. This team is on-hand to answer questions, give reports, or share data at any time. They also offer meeting coordination services. These help you and your investors get the most out of your annual meeting.

What They Do

Below are just a few of the general services that VStock offers.

Transfer and Issuance of Certificates

Since stocks are constantly being bought and sold, you’ll want a dedicated professional in charge of the process. VStock Transfer agency will issue new shares when your company has dividends or stock splits. They can keep track of the stocks and bonds that belong to each of your investors.

They also cancel shares and recertify them as needed. This can help your company save money in the long run – and keep your shareholders happy. Shareholders can play a large part in the growth and health of your company. That’s why VStock places such emphasis on their effective management of your shares and positive interaction with your investors.  

Record Keeping

VStock offers secure, digital record keeping for:

  • Tracking and maintaining securities
  • Stockholder documentation
  • Company-investor communications.

Digital record keeping allows companies to switch to paperless share transfers and issues. In turn, this can lead to significant time and money savings. VStock Transfer agents can also manage your non-certificated, book entered transactions in a safe and efficient way.

Repository Services

VStock Transfer will also work directly with your investors to provide shareholder reports. Their team can handle any and all issues that may arise with certificates. Such issues might include lost, stolen, or destroyed certificates or the transfer of restricted stocks.

In addition to these general services, VStock also have specialty services for both private and public companies. These include:

  • Tax reporting
  • Proxy services
  • Restricted stock monitoring.

Final Thoughts: IS VStock Worth It?

VStock Transfer Agency is just one of many stock transfer companies on the market. They showcase many of the qualities and services that you should expect from your stock transfer firm. Where they stand out is their customer service and reporting tools. While VStock caters to both public and private companies, they deal mostly with big clients.

Smaller companies and businesses searching for a stock transfer agent might consider other agencies.

Choose a Transfer Agent Through Easy Stock Loans

If you’re on the market looking for a stock transfer agency, whether you’re set on working with VStock or another option, get in touch with us. We can help you sort through all your options to determine the best one. We have decades of experience working with businesses of all types and sizes.

The Easy Stock Loans team has been an industry fixture for the past five decades. During this time, we have built a reputation for massive loan financing and competitive interest rates. We work with many different transfer agencies and are dedicated to ensuring our clients get the best results possible.

Our business practice upholds strong professional and ethical standards. We are committed to building open, honest, and valued relationships with each of our clients. We will never try to push deleterious loan terms on our clients. We firmly believe that when our clients succeed, we do, too.

Contact Us Today!

If you’re on the search for a transfer agent, feel free to submit a contact form today! One of our friendly and informed team will be happy to assist and answer any questions.