We are Transfer Online™

TOL reception

We are an online stock transfer agent, financial services provider, and consulting firm, with expertise in traditional services - as well as integration of new technologies.

Our Vision is to create a new model for recordkeeping that meets the needs of growing companies. We can handle any technology challenge, and provide flexible solutions tailored to meet customer needs.

Through our proprietary software, we provide our clients and their shareholders with immediate access to their information. All shareholder information - names, addresses, phone numbers, taxpayer information, share ownership and historical data - is available online. Issuers have access to a comprehensive suite of tools and reports at any time by logging into We believe in providing this complete package of transfer agent services at an affordable price.

Our core team has decades of financial industry experience, with emphasis in corporate recordkeeping and securities processing. Every team member is part of a family that strives to ensure the core principles of the company are met.

Learn more about services we provide to issuers:
Issuer Services

Learn more about services we provide to shareholders:
Shareholder Services