General questions.
Detailed transfer instructions and answers to the most common shareholder questions. For anything specific to a particular offering, contact us directly.
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If your personal information appears incorrectly in your investment records, it likely wasn’t verified by the broker before being sent to us. To fix a wrong SSN, complete and sign a W-9 form and email it to info@equitystock.com. To update an address, phone number, or email, send a message from the email on record with the requested change and your current information on file. To update the spelling of your name, send a photo of your driver’s license or passport. For a trust registration or date fix, send the first and last pages of the trust agreement. All other requests: email info@equitystock.com in writing and we’ll reply with next steps.
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