2023 Tax Forms

1099-DIV will mail by January 31. Accounts with less than $10 total dividends in 2023 will not receive a 1099-DIV.
1099-INT, MISC and NEC will mail by January 31
1099-B will mail by February 15
1042-S will mail by March 15

Tax forms are available online within 3 business days after they are mailed. External factors such as complex or late adjustments can affect availability of some tax forms.

Shareholder Central

Securely manage your stock accounts and perform transactions.

Foreign shareholders, respond to your Unclaimed Property notice.

EquiTrax ®

(Formerly Employee Central)
Manage your equity compensation plans and holdings as an employee or plan participant.

Proxy Voting

View proxy materials, request paper copies and vote your online proxy.

 

Investor Services

Buy Shares
Invest directly in over 162 Direct Stock Purchase Plans without a broker and with competitive transaction and commission rates.

Digital Investing Services*
IQvestment offers professionally managed, automated portfolios matched to your specific needs and tolerance for risk.

Cost-Basis Calculator*
Netbasis is a collection of easy-to-use tax strategy tools designed to help shareowners make smarter decisions with their equity investments.

*This link will bring you to a Third Party website, owned and operated by an independent party over which EQ has no control (the “Third Party Website”). EQ is not responsible for the content of the Third Party Website and makes no representation or warranty regarding the accuracy of the information contained in the Third Party Website. Any use of the Third Party Website will be subject to the terms and conditions that govern such Third Party Website, which may be different from the terms and conditions that govern EQ’s websites. By clicking on the link, you acknowledge the above statements and will be taken to the Third Party Website.

We’re here to help.

For the fastest response, click "Get Help" to submit your inquiry to our team of experts.

 

Shareholder Services
Call Center is open Monday through Friday, 8 a.m. to 8 p.m. ET.
(800) 937-5449 & (718) 921-8124
We also accept relay calls.

 

 

Employee Stock Plans
Employee Stock Purchase Plan:
(866) 709-7704

Stock Option or Restricted Stock Plan:
(866) 665-2258

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