Transfer Agent Services

Inventive Solutions from Industry Experts

We help businesses navigate the complex world of Transfer Agent services, offering the right mix of expert guidance and powerful tools to manage shareholder records, communicate with shareholders, make the most of critical data, and much more. We offer Transfer Agent services via these key products and services:

Transfer Agent Services

We offer comprehensive Transfer Agent services. After working to understand your company and goals, we offer the right guidance when it comes to your shareholder records. With a close eye on efficiency and compliance, we strive for accuracy in records management to save you both time and money.

We can help with:

Shareholder Engagement & Customer Communications

Our goal is to make your relationship with shareholders strong and meaningful. Proactively engaging your shareholders improves the effectiveness of your outreach. Make targeted offers that resonate to your shareholders, gaining traction on your goals.  

Whether your aim is to reduce escheatment by reengaging shareholders, minimize expenses or increase satisfaction, we have an effective campaign that’s ready to customize for your use.

We offer:

  • Reinvestment campaigns
  • Direct deposit campaigns – with and without a DSPP
  • Paperless campaigns
  • Proxy voting and materials online
  • Incentive programs to encourage shareholder behavior

Our aim is to get real insight on your shareholders to make the most of your outreach investment.

Data Analytics

Understanding your shareholder base means you can make more informed decisions. Our data is legally and industry compliant, and our solutions enhance equity monitoring, meeting filing obligations and annual meeting preparedness.

We strengthen investor analytics with:

  • Share balance reports
  • Shareholder lists
  • Proxy reports
  • Geographic surveys
  • Customized reports

Location Services

Tap into our expertise to validate the current location of your registered shareholder base. In turn, your communication strategy is more effective and printing and postage costs are reduced because you’re reaching your shareholders the first time.

Abandoned Property

Dormant accounts can cost your company time and money. We can reconnect shareholders to their abandoned shares, as well as find the beneficiary for shares belonging to deceased persons.  Our programs are designed to reunite shareholders with abandoned assets and contact claimants of accounts where owners may be deceased.

We can help with:

  • Asset Reunification
  • Lost or Dormant Shareholders
  • International Owner Location
  • Deceased Account Resolution
  • Unexchanged Shareholders


Talk to our team today to find out more about EQ's full range of services to meet your organization's needs