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Business Profile

Stock Transfer Agents

EQ Shareowner Services

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Stock Transfer Agents.

Reviews

This profile includes reviews for EQ Shareowner Services's headquarters and its corporate-owned locations. To view all corporate locations, see

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EQ Shareowner Services has 2 locations, listed below.

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    Customer Review Ratings

    1.04

    Average of 47 Customer Reviews

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    Review Details

    • Dan S

      Date: 09/14/2023

      This is the worst company i have ever dealt with! Their customer service is terrible. Every time I call in I hopefully can understand the person I talk to, I have followed their procedure to the letter and have sent several checks for their processing fees and I am no further now than I was 4 months ago. I would not recommend this company to anyone. I think they need to be reported for their poor business practices.I agree with everyone else they deserve a zero rating!

    • Paul W

      Date: 08/29/2023

      Sent mail to wrong address 3 TIMES. Caused tremendous confusion because I couldnt figure out how they got the wrong address from seeing as I never lived there.

    • Stuart O

      Date: 07/25/2023

      Terrible company; horrible customer service. Very difficult to work with, long waits, can't do normal stuff online; do not care about your pain. Had it foisted on ** through a merger and acquisition, and will be finished with them as soon as I am able...Come to think of it, zero stars would be more appropriate, as with the most recent other review.

    • Melody O

      Date: 07/03/2023

      I would like to give this company zero stars. They are a pain. Very long story, but essentially I inherited some stock held by this company. My sibling and I went through many hoops to get it transferred into our names, each with a separate account. This is a stock that is traded on the ****. Not a small company. After all that, EQ will NOT give me online access as somehow that particular stock is not permitted to have online access? It makes NO sense. I got a form in the mail w/ an authentication ID. You have to pick your stock from a drop-down box, and my stock is not there. Literally I'm told my stock can't have online access. So bizarre. I am still going through hoops to figure out how to get it out of EQ and into a normal brokerage.

    • Melissa K

      Date: 06/26/2023

      They stole 25% of my mother's inherited stock after the lawyer informed them she would not be filing out a W9 form for taxes, as the entire estate would be taxed when the estate closed. Now we can't close the estate until this is figured out. All the other stocks in the estate were through Compushare, which has been a dream to work with comparatively. This place should be investigated.

    • Arlene G

      Date: 06/19/2023

      I have used EQ since my account was transferred from CompShare. I haven't had any problems. Giving them a 3-star only because I haven't tried selling stock. I have purchased stock with various companies without a hitch. I have had no reason to call *****************

    • John M

      Date: 06/06/2023

      As another person said, I would give this company Zero Stars if such a thing were possible. I have now tried to recover my account at least a half dozen times, several of them on the phone with a rep walking me through the process (although I've done it exactly the same way each time, even without assistance), and after I've jumped through all of their hoops, giving them everything but my blood type, the website encounters "an unexpected error." Imagine my horror when they told me that the reason I received this error was because the website was experiencing "heavy traffic" and that I should try again later. Seriously? This is a joke, right?With all the negative reviews I'm seeing here, if some outside auditor or independent agency hasn't looked into this company by now, I don't know what they would be waiting for. They should either be put out of business or fined out of existence.

    • Susan O

      Date: 05/22/2023

      I'm contacting FINRA to file a complaint on EQ Shareholder Services. They keep rejecting my transfer packages (prepared by my Trust atty) and subsequently throw away all the documents that have been signature guaranteed, notarized, and all the supporting legal documents. I'm trying to speak to one of their attorneys beforfe I do this again on 11 accounts -- it takes *************** and the money rightly belongs to my parents' estate. I do not think that the people processing transfer paperwork know how to read or think. I've had no problems working with Computershare, TD Ameritrade, Pershing, *****************, etc.

    • Carl J

      Date: 04/15/2023

      I have a DRIP with EQ. I wanted to get my tax documents but the shareowneronline.com website has been down for going on 2 weeks. I called the phone number and they apologized and say it will be up soon. No legitimate company has their website down for 2 weeks let alone the 2 weeks before taxes are due unless some kind of hacker took them down and wiped out all the data or its another FTX about to happen.

      EQ Shareowner Services

      Date: 04/17/2023

      Dear *******************, We apologize that your experience has been unsatisfactory and would like to address your concerns.Shareowner Online availability was restored prior to market open on April 17, 2023. Shareowner Online was temporarily unavailable while we performed maintenance from April 12, 2023, to April 17, 2023. We want to express our sincere apology for any inconvenience you experienced.If you have additional questions or concerns, please contact us at **************. ************************ are available Monday through Friday from 7:00 a.m. to 7:00 p.m., ******************************************************** **********************

    • john d

      Date: 04/10/2023

      Impossible to deal with, Trying to transfer an international inheritance from a deceased parent who had alzheimers for years beforehand. After completing all the paperwork as outlined on two seperate occasions, both times I called to verify it was what that was required as International paperwork is different. I get a letter two weeks later asking for different information. No explanation as to what what was submited is not suficient. The last letter is so vague I have to call again as I cannot even understand what is being requested and am certain it is not available in the same format Internationally. Totally ignorant of any situation that isn't purely standard.

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