Shareowneronline Bewertungen 106

Tried to sell shares and they sold wrong number of shares and from the wrong account. After a month of trying to figure out the problem using phone calls and E-Mail, they denied of any wrong doing. Customer service absolutely clueless. Never had such a bad experience.

Same as everyone else has stated here. This company is a joke. Worst of the worst and they don't seem to care. Keep right on feeding you BS knowing that you know they're full of BS. Apparently no one is watching the kids and they're running amuck.

in the process of transferring ALL shares to another broker.. sold shares last week 1 click, no problem,, shares were sold, money was deposited in my bank. THIS WEEK? security! form to be filled in and faxed.. what is different between this week and last week? i want to sell an identical number of shares and have the funds deposited to the same account.. all is EXACTLY THE SAME.. but NO! not allowed.. why? no answer other than, This is the policy. so i can cash out 50k with a click but if AFTER THAT i wish to sell $25 worth of stock? SECURITY ???
IN WHAT UNIVERSE DOES THIS MAKE SENSE??

had stock in a company that used to use Compuershare and now they company is using EQ Shareowner services. In the transfer of the stock from one company to the next EQ transposed a Social Security number was input incorrectly and EQ will not own up to their mistake and correct the problem. Now I am having to jump through hoops with the SS Office to correct. Horrible customer service and horrible company. Other companies should not use them. Stay with Computershare or the company you are with.

Contact with these cretins in the US is only possible via an online portal. They send cheques in $ which cost more to process via UK bank charges than the cheque value. They withhold US tax but the tax certification link to confirm your UK address does not work ! They expect customers to FAX stuff to them FFS ! All this crap for 19 poxy shares with Sunrise, a spin off con from Liberty Global and the old Cable and Wireless shares, which are now worthless.
Update on 8th January'25 I can access the tax status link which is so complicated that it rejects my application. When told to email a dept in Switzerland regarding the payment cheques, they reply that it is nothing to do with them !!!! Utter tossers
18/1/25 having been given an email for sunrise, they fob me off by saying contact them via their portal ~ which they deliberately ignore.
31/1/25 they are 3 emails and 3-4 days late when they reply by copying the same BS which I have told them does not work
UK CEO Paul Lynam does not have the courtesy or professionalism to respond !!
Utterly putrid vile company to deal with

Terrible experience!!! Customer service team is not based in the US and their training deficiencies have caused significant delay to my transaction. I think we should file a class action lawsuit! As I told them yesterday, their antiquated system is SETUP to delay the process of transferring and/or selling stock! I’ve been trying for months to resolve this issue and am still waiting on them to return the transfer package i submitted on 12/7. All is done by snail mail, you will wait minimum 10 business days for their mail to arrive. If you can, pull your money out of this shareholder immediately and go elsewhere. But good luck getting your money .. what a mess

Recently, I executed a sell order for some shares held by Shareowneronline. A portion of the sale was executed. When I tried to initiate another order to sell the shares that previously didn't sell, the software wouldn't allow me to sell despite the earlier successful partial order execution. I contacted them and was told the selling feature was disabled due to security concerns and I would need to complete a form and secure a Medallion signature stamp. There's already a two-factor authentication process in place so the security "issue" seems bogus at best. Anyway, based on this unsatisfactory experience, I decided to close out my account with them. Let's see how long that takes. If the stock price drops during this process, I will be very interested in joining a class action lawsuit.

Update: After mailing the form they required me to complete ten days ago, I followed up today to find out the status of my request to sell all remaining shares and close out my account. I was informed that the shares were sold yesterday and that I could expect a mailed check within ten business days. This was a shock since I specifically noted on the form that I wanted funds transmitted electronically directly to the bank account included on the form. WTF! Talking about security concerns, do they actually think it’s more secure to send a large check by snail mail rather than by electronic transfer? Or do they want interest-free use of my money as long as possible? Ten working days to mail a check? Good grief.

Do NOT do business with this company. Their system is deficient. You can never access your account. The verification process and software does not work. You can try it 20 times and still can't register to access your account. Stay away from this company. Computershare is 5 stars and an excellent option. I regret the day I commenced dealing with them. NEVER again!

Worst experience ever. When trying to get my mom’s Stocks That were left to me after my death. The experience was horrid. Medallion stamps, a letter executorship Dated with the 90 days Even though they had accepted an older one previously. T’s Must be crossed crossed and i’s Must be dotted or they will send the form back. Would be better off having the Stock sent to the state and getting it back from the State.

I've never encountered financial services as poor as those provided by this company. A few years ago, my portfolio of shares was transferred from Wells Fargo to Shareowneronline, and ever since, the quality of service has been disappointing. Recently, as I attempted to sell some shares, I found myself abruptly unable to initiate further sales on their website. When I reached out, I received a standard response: "Please accept our apology; changes have been made due to security updates. You can sell your shares, but it must be submitted in writing."

It's unclear what changes led to this severe restriction, but by “in writing,” they mean I must print out a PDF form they provided, fill it out, and send it by regular mail—not email, but physical mail. Aside from the days it will take them to receive my letter, they also informed me that "We make best efforts to process a properly completed sale request within 1-5 business days. We cannot guarantee a specific date or price. Requests involving additional transactions may be delayed. Applicable fees and commissions for sales apply."

It feels like this company is stuck in the 1980s—or even earlier, as back then many transactions could be handled over the phone. Here, however, they won’t even take orders by phone. This outdated, restrictive process is beyond frustrating.

This holding service is the worst financial service imaginable. I transferred money and they froze my account. They have held my money with a restriction. I have contacted them several times with various responses like or similar to this:
"The account had a restriction placed on it to ensure good funds were received by EQ for the Voluntary Contribution that was processed on September 10, 2024. The restriction is removed based on our internal procedures."
With the account restricted I am unable to transfer money. I have contacted the SEC twice now with no help. I have letters going to the states attorney's in Illinois and Minnesota. DO NOT PUT YOUR MONEY HERE.

Someone needs to report this company to the Feds. This is totally unacceptable. I've sent information in for a stock transfer 3X, and each time they have sent it back with no clear explanation. You can't talk to an English-speaking person (Customer Service is outsourced to India). If anyone has had success getting to upper management, please advise. I need help and they aren't capable.

Wells Fargo owned, then sold to Equiniti Trust Company, or EQ Shareowner Services, which claims to continue to provide the same services.
And EQ is just as useless as Shareowner was. I know about and understand two-step verification but having to enter username, then password, then open email to get verification code, then enter code and get verified only to have to do the whole damned process over again sometimes up to three additional times before FINALLY getting logged in is an idiotic process!
EQ so-called support refuses to acknowledge the issue and requested a screen shot, and there is no way in Hell to send it to them!
I can only hope that they get the same investigation that Wells Fargo did a few years ago!
They are not even worth the one star review, more like negative ten stars!

03/20/2025 Performed a Limit Order stock sale set at a certain price. Stock met the price and even though this third rate company had sent me email verification of the order there was no record of the order on my online account, no verification of whether the stock sold, and had to call some third-world "support" center to find out that it had sold, and they refused to send me any verification in writing to my email for my records.
If there is any way to avoid this company RUN elsewhere!

Customer service doesn't know correct answers to questions asked, about replacement checks for sale of partial shares.
Has to keep putting customer on hold, and running around everywhere....while customer is on hold, to get correct answers.
Very poor management, very unreliable..and 'flakey.'

I would give this company zero stars if that were an option. I have been trying to negotiate sale of my deceased grandmother's shares for nearly 6 months. submissions have been rejected and returned for a series of reasons that were not mentioned in any prior conversation or instruction, are never fully explained, or are outright incorrect (for example, indicating all estate heirs signatures are required, when actually it was executor's signature). took nearly 2 months to get paperwork returned on first attempt, over a month on second attempt, no representative that I spoke with would email a copy of the cover letter listing reasons for return, documents had expired by the time my initial submission was returned so i had to have them redone, only to have entire packet returned again with a whole new set of requirements. requests to speak with "backoffice", who is blamed for evaluating document submission and delay in returning submission packet, consistently declined. I have 16 months to get estate settled - these folks have taken up six months and I'm nowhere closer to resolving issue than when I started. I am not optimistic this will be resolved competently in the near future if my documents are evaluated by "backoffice" employees that use the terms "estate heirs" and "executors" interchangeably. this whole process, since first submission of April 30, 2024, has been so very frustrating.

As an executor for my father in law's estate, my experiences with this company have been horrendous! We have been trying to get lost certificated shares from just one company transferred into book form. We have made 5 submissions, still with no resolution. I have dealt with 2 other transfer companies with complete resolve. This company has the most ridiculous requirements of a 2-3 month deadline after the executor court order is made... much less for the heirs have time to react. Also, they would review your submission piecemeal, letting you know afterwards that they failed to point out other "flaws" in your previous submission. Still, no resolve.. lastly perhaps because they just changed their P.O Box, which I failed to notice. They brought me to tears. . This is pathetic! How can a company exist like this? Where are the feedback followups? This company is definitely an outlier. If I were the CIO, I would clean up shop or resign... One exception was that that the representatives answering my calls were consistently very respectful, though would give me conflicting advice. The process is broken, please fix it.!

Company will not honor power of attorney for online access causing un necessary bourdon to handle an elderly relatives account.

Company could teach government about red tape. Constant roadblocks, ignore court orders in estates causing serious tax issues and ongoing market risk. No assistance whatsoever to facilitate liquidation of estate assets. Has literally been years and we cannot get assets released.

Horrible. Can't reach them on the phone. Email messages are unopenable. Given incorrect info after waiting for a live person for an hour. AWFUL customer service.
Still waiting for checks 11 days after they say they were sent.

Wish I could give zero stars. Every time I contact the company I am given wrong information - wasted months trying to complete an ownership transfer after being told a notary signature was acceptable when it is not. Today I could not even do a password reset and of course their lines were too busy to accept a call. I hate dealing with this organization