Stock Transfer Agents

The Standard for Seamless Investor Experiences

Your company handled with precision, every time. At Legacy Stock Transfer, we combine decades of institutional knowledge with a commitment to direct, veteran-level support. We handle the complexities of your registry so you can focus on leading your company.

The Transfer Agent You Can Actually Call

Most transfer agents lock you into rigid, one-sided agreements. We believe in earning your business through performance and transparency.

The Option is Yours
Whether you prefer the flexibility of Month-to-Month service or the cost-savings of an Annual Contract, we tailor our engagement to your cash flow and goals.
Zero Setup Fees
We invest in our clients from Day 1. We don't charge you a premium just to get started.
70+ Years of Combined Expertise
While Legacy is a modern, agile firm, our leadership team brings over 70 years of hands-on experience in stock transfer and corporate actions. You aren't hiring a startup; you’re hiring a legacy of expertise.

Precision Management for Every Stage of Your Registry.

 Public Companies (OTC/NASDAQ)

Audit-ready reporting, seamless proxy coordination, and FAST/Electronic transfer capabilities.

Private Companies & Founders

Professionalize your cap table, manage seed rounds, and prepare for your eventual exit or IPO.

Shareholder Support

Secure access to essential forms, lost certificate replacement, and DRS transfer instructions.

02   Key Point – Objection handle

Open an account today with a minimum deposit of $100. Then add more money your way. Deposit a check using the U.S. Bank Mobile App or visit a U.S. Bank branch or ATM.

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03   Key Point – Objection handle

Open an account today with a minimum deposit of $100. Then add more money your way. Deposit a check using the U.S. Bank Mobile App or visit a U.S. Bank branch or ATM.

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Plus, you’ll get a suite of digital tools to help you set goals, track spending.

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Deposit a check using the U.S. Bank Mobile App or visit a U.S. Bank branch.

Wallet  Integrations

Anything new you want to integrate

The Transfer Agent You Can Actually Call

Based in Dallas, Texas, Legacy Stock Transfer is the premier regional partner for the next generation of issuers. As the Texas Stock Exchange (TXSE) emerges, we provide the “boots on the ground” expertise and regulatory precision required for companies looking to call Texas their financial home.
We operate under the highest levels of federal oversight as a member of the Securities Transfer Association (STA). Our family-owned structure ensures your data and your shareholders are treated with the highest level of security and personal accountability.
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Some of our most popular services

Service #1

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Service #2

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Service #3

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Service #4

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We operate under the highest levels of federal oversight as a member of the Securities Transfer Association (STA) . Our family-owned structure ensures your data and your shareholders are treated with the highest level of security and personal accountability.

SEC-Registered

FINRA Compliant

Family-Owned.

Companies we handle

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Public companies

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Private companies

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Finance

Banking

Loan solution

Finance

Banking

Loan solution

Finance

Banking

Loan solution

Finance

Banking

Loan solution

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What they want to say about us

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