What is a transfer agent?

When completing your filings, you may find that the summary forms ask you to name the Payer’s Transfer Agent, if applicable. In many cases, you can find the this information under the investor relations section of a company’s website.

This can be a trust company, bank, or other institution assigned by another company to maintain and track investments, financial records, account balances, and other financial information.

Learn more about Transfer Agents here.