Can You Help Your Transfer Agent Help You?

by | Mar 19, 2018 | Financial Services

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It’s important to realize that though your transfer agent from Colonial Stock Transfer is working hard for you, no business relationship should be a one-way street. In other words, you should be doing your part to help your agent help you. But, how can you do that, you might ask. Read on below for a few of the top ways that you can help your stock transfer agent help you and keep abreast of what’s going on at the same time.

Meetings Every Couple of Months

Every three months, sometimes more, it’s important to have a sit-down meeting with your transfer agent to keep abreast of what’s going on. This helps you know what is happening with your stocks and lets him know that you are interested in the way things are going. Have a heart to heart about what you love that they are doing and then talk about things that you would like to see change in the way your accounts are hired. This is a win-win situation for you and your agent.

Scroll through the Agent’s Website

Every couple of months, it’s a good idea to sit down and just scroll through the agent’s website. You never know what has changed that you don’t agree with or that you might agree with for that matter. It’s also a great way to find out if the agent is offering any new services that you might want to take advantage of. How can you know what your agent offers or even stops offering if you don’t keep up with their website and business?

These are a couple of the ways that you can help your agent help you. For more information on a reputable transfer agent, contact the professionals at Colonial Stock Transfer for any help you might need.

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