We are able to assist on accounts where one or more of the owners may have passed away and action needs to be taken. Our team provides in depth genealogical research to identify the rightful legal claimants assisting them with proving entitlement.
What is asset recovery?
Asset recovery refers to the work done to identify and recover unclaimed or abandoned property before it becomes subject to escheatment laws. At EQ, this includes searching for lost shareholders, recovering unclaimed funds, and helping clients comply with escheatment laws.
Data delivered thoughtfully
At EQ, our technology-based solutions, as well as our team of tenured experts, deliver data-driven insights and informed strategic recommendations that unlock the power of your ownership. Our multiple databases and extensive research capabilities go beyond industry standards, and our proprietary technology platforms, EQ Unify and LINK, ensure data integrity and comply with all applicable state and regulatory mandates.
What sets EQ apart?
We are more than just a tactical operations or administration company. As your trusted advisor, we take the time to understand both you and your business so we can provide a customized, data-driven approach to asset reunification that supports your company’s unique needs.
Resources for you
To answer the most common asset recovery questions and to share more information about the services available to EQ Transfer Agent clients, we have put together this comprehensive Unclaimed Property Guide.