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  1. Transfer Agent
  2. For Investors

For Investors

Investors can easily manage holdings, inquiries, transfers, and distributions in the same UX of the Platform that brokered the issue. We will provide account statements of all holdings and transactions upon request. Quickly submit and process any updates to name , address, phone, email, or US taxpayer identification numbers with supporting documentation. Transfer securities for beneficiary changes or sales, respective of both regulatory, platform, and issuer imposed transfer restrictions. Easily link verified financial account connections to receive distributions.

  • I am an investor via a Brassica Services integrated Funding Portal, Platform, or Broker-Dealer. How do I request updates and make changes to my record?
  • Can I sell my securities?
  • I need to update my name and address. What supporting documents will I need to update my Security Holder Account Record?
  • What does the Brassica Services Transfer Agent platform offer to Investors?
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