FULLY COMPLIANT RECORD-KEEPING: For all classes of stock and warrants, including assistance with SEC, FINRA, IRS, State and Patriot Act compliance as applicable.
SHAREHOLDER RELATIONSHIP MANAGEMENT: In-house customer service team answers calls directly and assists shareholders with account maintenance, transfers, depositing shares, and dividend inquiries.
ONLINE ACCESS: CLEARCONNECT: Issuers may download reports in PDF and Excel formats, review proxy progress and look up shareholder information. Shareholders may submit address changes, view their holdings, download tax forms and more.
FAST/DWAC/DRS PROCESSING: Full service interfacing with DTC for the electronic deposit of shares into the street.