Transfer Online SOLO's web-based software lets startups, community banks, and professionals issue, transfer, and manage shares electronically.

SOLO was created by Transfer Online, a full-service stock transfer agent and our parent company. Transfer Online was founded in 1999 by our President and CEO Lori Livingston, who has over 30 years of experience in the financial services industry. Since then, we’ve served hundreds of public and private clients around the world.

While serving these clients, we realized traditional stock transfer agents aren’t an ideal solution for every business or company.

Startups often have limited stock transfer needs. They don’t need all the services and fees that come with traditional transfer agents.

Community banks, lawyers, and accountants want an easy way to issue and manage shares on their own for multiple members and clients.

With few options on the market, many companies (including competing transfer agents) asked Transfer Online for a solution. For the first time, we decided to make our propriety software used by our full-service agency available to anyone at an affordable price. Transfer Online SOLO was born.

SOLO offers a “pay as you go” plan for startups that need only limited services and don't want a monthly service contract. SOLO also offers monthly pricing for professionals and community banks that issue large quantities of shares every month.

All SOLO plans include our full-featured stock transfer software, used by Transfer Online agents. SOLO’s web-based platform lets users issue shares electronically with no printing or shipping necessary. Customers have access to SOLO’s dashboard, reports, and tools 24/7. With flexible plans and pricing options, users only pay for the services they need.

Staff
Lori Livingston

Lori Livingston

President/CEO

Bryan Cochran

Bryan Cochran

Director of Operations

Mark Knight

Mark Knight

Account Executive

Carolyn Hall

Carolyn Hall

Account Executive

Daniel Harris

Daniel Harris

Sales & Marketing

Sasha Jovanovic

Sasha Jovanovic

Office Clerk & Financial Services

Foo Livingston

Foo Livingston

Office Guard

IT Department
John Vo

John Vo

Sr. Software Developer

Andrew Helenius

Andrew Helenius

Web Developer




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