Fidelity Stock Transfer℠
Building a new financial platform from concept to enterprise scale. I co-founded it as its First Designer and hired the team.
Fidelity Stock Transfer is Fidelity's first cloud-based transfer agent, an SEC-registered transfer agent. Fidelity Investments is one of the world’s largest financial-services firms, managing trillions in assets for tens of millions of investors.
Visit the marketing site
Transfer agents had run on mainframe systems, paper, postage, and medallion guarantees for decades. SEC rules give an agent three to five business days to turn a routine transfer around, and most just follow the rule. The opportunity was to rebuild that infrastructure as a transparent, real-time, digital-first experience that companies and their shareholders could trust, and to beat that standard, not just meet it.
The hard part was trust: connecting issuers, employees, and shareholders through Fidelity’s broader ecosystem.
- Hiring and building the team
- Product design and end-to-end UX
- A research and coaching practice from the ground up
- Content and marketing design
- Go-to-market for issuers and shareholders
- A demo and shipping culture
Processing at the speed of the internet, not postage
Issuers and shareholders get real-time reporting and a comprehensive view of vested and locked-up shares in one place, with secure digital verification in place of time-consuming medallion guarantees where applicable.
One login across every Fidelity account
The platform integrates with NetBenefits and Fidelity.com, giving customers a single, unified view of retirement, brokerage, and registered stock accounts, at home or on Fidelity’s mobile app.
Onboarding that does the heavy lifting
A dedicated onboarding team informs a company’s shareholders and transfers records from its previous agent. A typical migration takes about six hours of a team’s time, spread over six weeks.
Creating momentum across the business
To build momentum across the business, I created a recurring demo ritual for Fidelity Stock Transfer, bringing together engineering, operations, product, data, go-to-market, legal, design, and research to share work, surface decisions, and align around what we were building.
For the event promos, I used Fidelity Stock Transfer-themed visuals to make the ritual feel more visible, memorable, and connected to the product. The goal was simple: make progress visible, make decisions easier, and give every function a role in building the platform.
From account experience to enterprise platform
What began as a bet, that a transfer agent could run in real time, is now a live platform and a growing company. It launched as the first cloud-based transfer agent integrated with Fidelity’s suite, serving issuers and their shareholders at enterprise scale. See the marketing site at fidelitystocktransfer.com.