Comprehensive Transfer Agent Services | EQ

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Transfer Agent Services

From IPO to registrar services and beyond, we deliver transfer agent solutions that elevate the shareholder experience.

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If you're a shareholder, contact us and we can help answer your questions.

Discover why EQ is the Right Transfer Agent for You.

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.

A Leader In Client Satisfaction and Performance

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Contact us today to see how EQ can support your transfer agent needs.

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COMPREHENSIVE GUIDE

Transfer Agent Excellence: Elevating Shareholder Value

When choosing a transfer agent issuers should consider:

  • Seamless, accurate and timely execution of key transfer agent services.
  • Comprehensive support for your shareholders’ inquiries.
  • Unique insights and strategies for the preparation and execution of your annual general meeting.
  • Dedicated experienced relationship management.
  • Best-in-class issuer and shareholder recordkeeping system.
  • Expertise in complex corporate actions.
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Top Transfer Agent Tips: Operations

A transfer agent’s operations team is an invaluable resource for helping public companies manage recordkeeping, reporting and communication ...

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Five Hidden Benefits To EQ's Onboarding Process

Whether outsourcing your shareholder services for the first time or switching to a different transfer agent, here are your need-to-know step...

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What to Consider When Choosing a Transfer Agent Services Provider

In this complex regulatory environment, it's important to choose a service provider that can grow with your company and provide expert guida...

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MORE TRANSFER AGENCY THOUGHT LEADERSHIP

What We Do

Transfer Agent Registrar Services 800X600

Transfer Agent & Registrar Services

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Dividend Disbursement & Reinvestment Services

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Tax Operations

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See Why Companies Choose EQ As Their Trusted Transfer Agent

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Our Difference

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Leveraging our deep experience, we provide you with information to address all of your needs to support you through the entire shareholder experience. From high-level advisory to daily support, we address your needs and lead you through the process at every step of the way.

Dedicated Team Of Experts 800X600

EQ provides year-round comprehensive advisory for your business through our dedicated team that includes a project manager, relationship manager, and onboarding expert focused on implementing strategies to support your company along its path to success.

Proactive Advisory 800X600

We are your trusted advisor to keep you on track—leveraging our deep industry experience, EQ provides the strategic guidance and relevant information you need before, during, and after your transaction, eliminating unexpected issues so you can focus on moving your company forward.

Technology Driven 800X600

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 800X600

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.

Get In Touch

Contact us today to see how EQ can support your transfer agent needs.

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Meet The Team

Our dedicated team ensures that we deliver the best possible service to our clients.

Margot Jordan
Executive Vice President, Transfer Agency

Margot is a financial services executive with 20+ years of experience in sales, relationship management, product development, call centers, operations and finance. An authentic, transparent leader known for growing both the top and bottom line, delivering solutions that drive customer value while providing service excellence.

Matt Paseka
Head of Relationship Management

With more than 20 years of experience in financial services, Matt is responsible for managing a team of relationship managers who deliver corporate clients with a portfolio of stock transfer and related financial services products.

Contact Us Today

Get In Touch

Contact us today to see how EQ can support your transfer agent needs.

Business Inquiries Shareholders
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