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STA Memberships

FOR COMPANIES

STA Memberships are determined by the number of accounts serviced. To register, please select the member type for your organization below. NOTE: STA transfer agent membership is open to ONLY to organizations having filed TA-1 or TA-2 forms with the SEC. You will need to provide this information as part of the application process. All member applications are sent to STA's Board of Directors for approval.

 Commercial Transfer Agent    
     TA-Small  less than 100,000 accounts  $1,000
     TA-Medium  between 100,000 and 500,000  $1,250
     TA-Large  over 500,000 accounts  $1,500
 Mutual Fund Transfer Agent    
     MFA-Small  less than 1,000,000 accounts  $2,000
     MFA-Large  1,000,000 accounts or more  $3,000
 Debt Agent    
     DA-Small  less than 1,000,000 issues serviced  $2,000
     DA-Large  1,000,000 issues serviced or more  $3,000
 Corporate Transfer Agent  in-house transfer agent  $1,500
 Vendor Member  non-agent  $2,000

 

FOR INDIVIDUALS

If your organization is an STA member, you are able to register to receive member benefits. To check if you organization is an STA member, click here for a list of members. To sign up as a member company employee, please register here.

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