General questions.
Detailed transfer instructions and answers to the most common shareholder questions. For anything specific to a particular offering, contact us directly.
Nothing matched "". Contact us and we'll help directly.
Click any question to view the answer.
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.
Log in at my.equitystock.com and pay the DRS fee if prompted. On the Positions screen, click "Generate DRS Transaction Statements." After selecting a date range, click "Download DRS Statement." Attach it to an email to your broker, or upload it directly if your broker supports that.
If you’re not receiving the text code, click "Voice Call" to receive the 6-digit code by phone instead. If your email isn’t recognized, make sure you’re entering the same email you used when buying your shares — no username or password needed. A login email from noreply@equitystock.com will follow; open it and click the blue "Log In" button.
Log in at my.equitystock.com and generate a DRS statement. Pick a date range when your shares were sitting in your Equity Stock Transfer account without any transfers occurring. The start date cannot be earlier than when you first received the shares. If your company has since moved to a new transfer agent, contact that transfer agent directly for cost basis assistance instead.
7925.