Shareholder Services Overview

For Shareholders

Shareholder Services Overview

We recognize that on-demand accessibility is critical, so we provide multiple channels for connecting you with your account information as well as our professional expertise. 

Over the shoulder shot of two business women discussing shareholder services.

Here for you, whenever you need us.

Transfer My Shares

Industry rules, regulations and standards are constantly changing, and we remain fully abreast of the latest mandates. Our expertise enables us to provide the support our valuable clients, and their shareholders, require.

The Ins And Outs Of DRIPs And DSPPs

A Dividend Reinvestment Plan (DRIP) or Direct Stock Purchase Plan (DSPP) can help increase the value of an investment. We’re happy to walk you through the advantages of each.

A responsive, client-centric approach.

Easy Access To Tax Forms and

Conveniently locate our collection of essential tax documents in our centralized resource archive.

Need Forms And Documents?
Find Them Here.

We’ve centralized the essentials to make it easy to print the forms and documents you need to manage your holdings.

Vote Your Proxy.

We handle all the details – from address changes and reissuing lost certificates, to voting your proxy online – so you can focus on your investment.

Shareholder FAQs

We understand that as a shareholder, your priority is your investment. Our mission is to provide dedicated assistance so you can focus on your financial goals. 

We’ll Never Sell Or Share Your Information

If you are a resident or entity located in California, you have certain privacy rights with regards to your personal information, which CSTT maintains in our shareholder records.

A person writing at their desk about shareholder services.

Highly personalized, shoulder-to-shoulder approach.

We’re deeply engaged in applying our industry expertise to help shareholders of our clients thrive.

Client Success Stories: Our Partners in Trust

The [virtual meeting] process was seamless and Continental definitely met our expectations. As always, the service we received was excellent and the assistance in preparing for the meeting was very useful. I received great feedback from the executive team as well that they were very pleased with the virtual meeting process.

Annette Finch
SEC Reporting Manager, ASAP

Many thanks to the CST and EZOnline Documents Teams for another successful Annual Meeting and Proxy Season. Everything went very smoothly, and we appreciate your support!

Celeste Rasmussen Peiffer
Managing Counsel and Assistant Corporate Secretary, Rimini Street, Inc.

[Erika] I just want to say how much we appreciate your responsiveness and assistance. While most stock transfers are smooth, there may be some hiccups along the way, and you and your team have been wonderful – attentive to the details, understanding, and assuring. You are leaps and bounds above other transfer companies we’ve had to work with in the past, and I will surely recommend Continental!

Paisley Fodor
Assistant to the President, The Bailey Group

I just wanted to thank you again for your prompt response to my question. I have been dealing with MANY companies regarding my father’s estate, and NONE of them have been as responsive and efficient as your well managed company. No roadblocks, no delay tactics – you gave instructions and we followed them. It’s a pleasure and very refreshing to do business with Continental Stock. Thank you so much.

Shareholder 1

Once again, I want to reach out and thank you for all you have been doing for us as our transfer agent. It would have been absolutely impossible to accomplish what we have done over the past few months without your help.

Steve Willard