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.

  Credentials you can verify

Legacy Stock Transfer has been family-owned and operated since 1996. We are a registered transfer agent with the Securities and Exchange Commission, a member of the Securities Transfer Association, and a recognized transfer agent with the Depository Trust and Clearing Corporation — authorized to move securities through DWAC, FAST and DRS as well as through physical stock certificates.

SEC Registered
STA Member
DTCC Recognized
FAST Participant
Owned by the people who answer the phone

  Your shareholders get a person, not a queue

Shareholders come to us directly for transfers, lost certificate replacement, legend removal and account updates — and they can see their holdings online at any time.

Free 24/7 Account Access

Shareholder records sit in secure data centers and are available online around the clock, at no cost to your holders.

Direct Human Support

Veteran-level answers within 24 hours. No call center, no junior sales rep.

Built around your registry

Tell us what your registry needs and we will build the engagement around it

Talk to us

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.
main services

Some of our most popular services

Registry & Recordkeeping

We maintain the official register of your shareholders — certificate history, stock classes, account and contact details — and support your brokers and holders directly.

Official shareholder register
Certificate history and stock classes
Broker and shareholder support

Certificate Issuance & Replacement

New certificates issued electronically or in print, and lost, stolen or damaged certificates replaced without the runaround.

Electronic and physical issuance
Lost and stolen certificate replacement
Security printing with holographic foil

Annual Meeting & Proxy Services

We act as your proxy agent: proxy materials, tabulation and certification — and we serve as Inspector of Elections.

Proxy material distribution
Vote tabulation and certification
Inspector of Elections

DTC Eligibility, DWAC/FAST & DRS

We take you through DTC eligibility, then FAST and DWAC, and hold shares in book-entry form through the Direct Registration System.

DTC eligibility applications
DWAC and FAST transfers
DRS book-entry statements

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

Private cap tables and public registries, handled by the same team.

Public companies

Audit-ready reporting, proxy coordination and FAST electronic transfers.

Private companies

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

Finance

Banking

Loan solution

Finance

Banking

Loan solution

Finance

Banking

Loan solution

Finance

Banking

Loan solution

users feedback

What they want to say about us

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