Introducing Fidelity Stock Transfer: A Transfer Agent for the Future

Fidelity Labs' newest venture, Fidelity Stock Transfer, exemplifies Fidelity Investments' commitment to exploring future concepts and entering new markets. Built from the ground up in Labs, this innovative platform aims to transform the transfer agent experience for U.S.-listed companies and their shareholders.

A Comprehensive and User-Friendly Platform

Fidelity Stock Transfer offers a digital-first approach, enabling users to seamlessly move shares, generate reports, and access a holistic portfolio view. This integration spans brokerage accounts, stock compensation, and retirement savings, providing clients with a holistic view of their holdings. With a single login for both Fidelity.com and NetBenefits®, users can enjoy a unified view into registered stock, brokerage, and retirement assets.

Designed for the Future 

Fidelity Stock Transfer is tailored for publicly traded companies, particularly those preparing to go public. Transfer agents play a crucial role in maintaining ownership records, preventing over-issuance of securities, and facilitating corporate communications with shareholders. This new platform is the first of its kind in 30 years to serve S&P 500 or Nasdaq 100 companies and is uniquely integrated into a major brokerage, stock compensation, and retirement benefits platform. Additionally, Fidelity Stock Transfer waives certain fees typically charged by other transfer agents.

"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. We’ve built a brand-new end-to-end transfer agent platform for those companies that is fast, intuitive, and reliable."

— Schuyler Laird, Head of Fidelity Labs

Exceptional Service and Support 

Supported by Fidelity’s existing transfer agent compliance group, which has overseen Fidelity’s in-house transfer agents for decades, Fidelity Stock Transfer provides exceptional service. Shareholders have access to a single, dedicated service phone number and skilled operations staff with an average of 20 years of experience in corporate actions, control books, restrictions, and transfers.

Innovation at Fidelity Labs 

As the latest venture from Fidelity Labs, Fidelity Stock Transfer exemplifies Fidelity Labs’ continuation of driving innovation, showcasing our dedication to developing solutions that meet the evolving needs of our clients. 

We are thrilled to share the launch of Fidelity Stock Transfer’s website. To learn more about this innovative solution or to request a demo, visit fidelitystocktransfer.com