From leading transfer agent and registrar services to IPO and everything in between, EQ is your trusted advisor for all your needs across the lifecycle of your company. For now and as you evolve.
EQ is your trusted advisor, with over 95 years of combined experience. We provide strategic direction for corporate growth and shareholder engagement and expert guidance to navigate corporate events. Our dedicated team processes, guides, and seamlessly executes critical stock transfer agent services.
As your trusted advisor, EQ excels in share registry management, compliance risk reduction & shareholder engagement. Our industry experience, expertise & innovative products make us the #1 transfer agency for client satisfaction*, supporting companies from IPOs to established firms. *Group Five Shareholder Services Benchmarking Study, 2023
Dividend disbursement means more than just providing your shareholders with a cash return on their investments. EQ can help you use investment plan programs as a valuable way to strengthen shareholder loyalty while gaining a significant source of recurring capital for your firm through a direct purchase or dividend reinvestment plan.
Keeping up with tax regulation changes can be burdensome and, if not followed properly, may result in penalties from the IRS. Having an expert partner take care of the operational support associated with proper tax reporting will help keep your mind at ease and IRS penalties at bay.
Transfer Agent in Client Satisfaction*
in U.S. Dividends Paid Annually**
Transactions Processed for Shareholders Each Year **
* Group Five 2023 Shareholder Services Benchmarking Study
** Based on EQ U.S. Proprietary Data
Choosing a Transfer Agent that is right for your business is a big decision. For more information on how EQ's Transfer Agent expertise supports you through the entire shareholder experience, view our comprehensive Transfer Agent Services presentation.
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For over 95 years, EQ has been a trusted advisor to companies large and small with our Transfer Agency services. We deliver expert guidance with a collaborative, consultative and high-touch approach that drives your business and our reputation as the #1 transfer agent in client satisfaction.
At EQ, we build relationships that help us truly understand your business and develop customized stock transfer solutions based on your unique needs. With complete public and private transfer and registry services, we deliver unique insights, technology-based solutions, and informed, strategic recommendations that yield an extraordinary shareholder experience. Our dedicated relationship managers are backed by a team of tenured professionals to provide personalized, thorough support to ensure a collaborative partnership you can rely on at any stage across the full lifecycle of your company.
TECHNOLOGY-DRIVEN
Technology drives every EQ solution, so you can rely on the highest levels of data security and the most efficient approach to managing your business. With a proprietary platform and front-end web interfaces, you always have control over your data to ensure a seamless experience. Our high-touch, collaborative approach integrates technology into our operations to enable more personalized interactions with shareholders.
ONE CONTACT, EVERYTHING YOU NEED
With one point of contact, there’s no need to transfer records or find and manage multiple vendors. Through streamlined transactions, reporting, and record-keeping services, you make one call – we make it happen.
FOREVER
EQ is your proactive, solution-focused partner supporting the entire shareholder experience. From leading transfer agent and registrar service to IPO and everything in between, EQ is your trusted advisor for all your needs across the lifecycle of your company.
Connect with our team to learn more about EQ’s transfer agent offering and full range of services.
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Executive Vice President, Transfer Agency
With over 20 years of experience in relationship management, product development, call centers, operations, and finance, Margot leads Transfer Agency Operations at EQ.
Director, Asset Reunification & Escheatment
With a demonstrated history of leadership in the financial services industry, Melissa and her team help clients simplify the process of escheatment and abandoned property requirements.
When relationship management and shareholder services support teams have a high-touch, collaborative approach, this can enhance issuer and shareholder satisfaction.
EQ experts discuss how a transfer agent can provide a seamless issuer and shareholder experience.
Creating a best practice culture that supports seamless delivery of issuer and shareholder services
You may have heard people discuss stockholdings and using the terms Street Name and Registered Holdings. What does this really mean?
The long-standing client was very satisfied with EQ's expertise in implementing a flexible employee equity solution.
Connect with our team to learn about EQ’s transfer agent offering and full range of services.
CONNECT WITH US