Who We Serve

Banks

As the most common issuer of Medallion Signature Guarantees, banks can dramatically streamline their guarantee process with U-STAMP®. Serve customers remotely, reduce branch traffic, and maintain complete compliance documentation automatically.

Issue guarantees remotely — no branch visit required
Complete audit trail for every transaction
Automated compliance documentation for regulatory exams
Reduce operational cost per guarantee
Compatible with existing bank systems via REST API
Role-based access for tellers, managers, and compliance staff

Credit Unions

Credit unions that offer Medallion Signature Guarantees can expand this member benefit without the overhead of maintaining physical stamps. U-STAMP® brings digital guarantees to your members wherever they are.

Offer guarantees as a digital member service
Members can receive guarantees without visiting a branch
Simplified compliance and audit reporting
Scales with membership growth
Easy enrollment and training for staff

Broker-Dealers

Broker-dealers processing securities transfers and re-registrations benefit from U-STAMP®'s speed and audit trail. Move faster on client requests while satisfying compliance requirements automatically.

Accelerate securities transfer processing
Immutable audit trail for every guaranteed transaction
REST API integrates with existing order management systems
Auto Stamping for high-volume workflows (API)
Compliance reporting on demand

Financial Advisors

Financial advisors often coordinate Medallion Signature Guarantees on behalf of clients — a process that can involve scheduling, travel, and delays. U-STAMP® makes guarantees available to your clients from anywhere, at any time.

Help clients complete guarantees without in-person visits
Faster estate settlement and securities transfer coordination
Track all guaranteed transactions in one dashboard
Reduce friction in client onboarding and asset transfer

Transfer Agents

Transfer agents sit at the center of securities transfer workflows. U-STAMP®'s REST API, including Auto Stamping and Auto Verification, is designed for high-volume, automated transfer agent operations.

Auto Stamping: automated hands-free document signing for batch workflows
Auto Verification: automatic signature validation for incoming documents
Webhook notifications for real-time downstream processing
Handles high-volume batch operations efficiently
Full JSON REST API with comprehensive documentation
Subscription-based billing that scales with volume

Mutual Fund Companies

Mutual fund companies handling shareholder transactions require guarantees that are auditable, scalable, and legally sound. U-STAMP® provides all three, with Long-Term Validity signatures that remain verifiable long term.

Digital guarantees for shareholder account transfers
Long-Term Validity (LTV) signatures
Full audit trail for SEC and regulatory examination
Scales to any transaction volume
Integrates with existing shareholder servicing systems

Attorneys

Estate planning and probate attorneys frequently encounter Medallion Signature Guarantees as a requirement for transferring or re-registering securities held in trusts and estates. With U-STAMP®, attorneys can become Medallion Signature Guarantors themselves, issuing guarantees for clients remotely without scheduling in-person appointments.

Facilitate the settlement of trusts and estates
Assist clients by providing Medallion Signature Guarantees remotely or in person
Authenticate securities documents required for probate and estate administration
Complete audit trail for every guaranteed transaction
Serve out-of-state or geographically dispersed beneficiaries without travel
Reduce turnaround time on time-sensitive estate and trust matters