You should make sure that the software utilized by your agent allows for single sign-on features, which allows all users to access their data simultaneously. That way, if you are currently using the software, the transfer agent and other employees can also be using it without bogging down the system or kicking someone out of the system. Our transfer agency has been in business in good standing with the SEC since its opening in 1987. For more information visit https://www.equitytrack.co/