Fidelity Stock Transfer allows users to easily move shares, run reports, and see everything all in one place, giving clients a total portfolio view across all their holdings, from brokerage to stock compensation to retirement savings.
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Fidelity Investments introduces Fidelity Stock Transfer, a digital-first stock transfer agent solution
“Existing technology for transfer agents hasn't changed much over the past decades. We see a significant unmet need in the market, especially for companies that are constantly pushing the envelope for what is possible in their industries and don’t accept the status quo,” said Schuyler Laird, head of Fidelity Stock Transfer. “We’ve built a brand-new end to end transfer agent platform for those companies that is fast, intuitive, and reliable.”
