Investment Plans

How – and Why – to Build Your Shareholder Base

Wednesday, September 5, 2018

Consider offering a direct stock purchase plan when looking to expand your shareholder base.

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What is a Transfer Agent?

Thursday, August 16, 2018

Don't know what a transfer agent is? You're not alone. Millions of shareholders who interact with transfer agents regularly don't know who we are or what we do. Here's a quick look into the world of a transfer agent.

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What to Know Before You IPO

Wednesday, August 15, 2018

Going public is an exciting step for your company, but if you've never been through an initial public offering before (and most people haven't), the process can be daunting. Fortunately, you don't have to go through it alone.

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5 Hidden Benefits to EQ's Onboarding Process

Monday, July 9, 2018

Michelle Medellin, Client Service Consultant and Conversion Team Lead at EQ, outlines what new clients can expect during the onboarding process, as well as a few benefits you might not expect.

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Our Proven Conversion Process Gives You a Fresh Start

Monday, June 25, 2018

Here is what you can expect with our five-step conversion process leading up to Day 1 with EQ.

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3 Best Practices in Relationship Management

Tuesday, June 19, 2018

EQ boils down relationship management to three basic ingredients: people, mindset, and processes. Without giving away too many trade secrets, here's the special sauce that EQ's client services teams bring to shareholder services.

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