Shareowneronline Omdömen 

Worst customer service ever! Working through a probated estate for my father and getting information is a ridiculous process. Slow and unresponsive. Same documentation has to be submitted over and over. I've had to resubmit a death certificate multiple time. Customer service struggles to provide requested information which requires additional follow up and more copies of same documentation. Definitely need more training and improved processes. Would highly recommend other to refrain from using their services. Once probate of the stock for the estate are transferred, I hope to never have to use their services ever again!

I made an account on here just to write this review Shareowners online pissed me off so much. Used to be run by Wells Fargo, sold off to EQ, who sold off to Shareowners Online. I never had an issue until the last 3 transactions to sell stock. I always put the sell order in for a direct deposit. Nope last 3 times they sent a paper check, took 10 business days plus weekends so really over two weeks, then you have to wait for your bank to clear the check. Almost 3 weeks from sell date to money in your account. They don't tell you, they just send it. However, they send it super slow, no tracking, no nothing. If you call them they blame it on your bank and say they rejected the direct deposit option thats why we sent a paper check. Due to their shit ass transaction I was late on my mortgage. Cost me more money than its worth. When you call them, they are very firm and direct with a we did our job and we could give two shits about you and your account. Their fees are a total rip off. Move all your accounts to Fidelity or Schwab or anyone else than this place.

The website is awful. Not possible to get a statement? WTF?

My 95 year old mom lost a certificate for shares of stock held by Shareowner Online. We notified them and they sent a letter saying we needed to complete a surety bond with them to cover the lost certificate and transfer the shares into direct deposit. The cost is 5% of the value of the shares. The alternative was to get a surety bond by an "A" insurer and submit it to them.

Found out that going directly to the insurer is 1/2 the cost of getting the surety bond through Shareowner Online, so elected to go that route. I am using the same insurer they use. The agent asked for me to get a pre-approval on the surety bond from Shareowner Online before processing it, so I reached out to Shareowner Online to see how this could be done. Well, they don't take faxes, everything has to be by mail. You can also not speak to anyone directly in the lost certificate department. You get send to an Indian call center and they know absolutely nothing. Even when you insist on speaking to a supervisor who does speak English, he is useless. Informs me it must be mailed in and they will mail back a response. The process literaly took a month for them to get back to me to provide feedback on finalizing the surety bond to their absolute specifications. At several points, I tried emailing them to ask when they would get back to me and simply received a stock reply email response that ignored my question and told me that they understood that I had lost my certificate and then went through the steps to change them into direct registration by getting a surety bond. There wasn't even an attempt to addresss the question that I asked that I had sent in a draft of a surety bond and when they would provide feedback on it so I could finalize it.

I have now sent in the pre-approved Surety bond that has been finalized with tracking. They received it 2 weeks ago per my tracking and there has been no update in my account that they have received it and are processing it and when the shares will be put into direct registration. Is that really that hard to provide. I get emails from Amazon, when I purchase something, when it has left the warehouse and when it will be arriving at my doore and then when it has been delivered.

The snail pace of response, the lack of reponding to simple questions with answers that show you at least read the question put forth, the inability to answer questions over the phone.

I work with dozens of financial companies, Schwab, Morgan Stanley, JPMorgan, Bank of America, Wells Fargo, Chase, etc. No one, and I mean no one is as un-customer service helpful as Shareowner Online. I just don't get the complete unprofessionalism of this company. If you have shares being held by them, get them out. Get them into Schwab or a broker as soon as you can. This company is the worst and should really not be in business and I am going to write the stock company we have shares in and let them know of my experience as well.

wish I could rate it a 0. When I went to sell stock for buying a house they changed my $21k direct deposit to a check without asking me. Check is a 10 business day turn around and now we will miss our house closing because of it.

The WORST.
Trying to get hold of our money and assets is a NIGHTMARE. The website is the most user-hostile thing I've ever come across, you can't get hold of anybody for at least a couple days, and the response is some computer-generated crap that doesn't solve the problem, and if you try to call customer service you're on hold for at least a half hour and get a person who can't help (and rest assured, their first language is most certainly NOT english.)

This is the worst company I have every delt with in my life.
They still send out dollar cheques to shareholders outside of the USA when most banks don't accept them, which take four weeks to come and 30 days to clear, and if the check fail to clear you end up paying all charges.
Trying to get a direct funds transfer set up is a nonsensical paper form filling exercise which should be done electronically via your online account. IN THIS DAY AND AGE, THEY TOLD ME THEY CAN NOT DO BANK TRANSFER.
Every time I call, I get the runaround. They tell me someone will reach out in x days or 24-48 hours. This has happened at least 4 times and no one calls. No one calls.
Move away if you can.

This is a terrible platform! Please stop forcing shareowners to use it. The online account failed suddenly out of no reason, and all restore method provided on the website is not working. And the customer service is awful that you need to chase them all over the place to get help, and they are not helpful at all that no one is able to resolve problems immediately. It's investors' real money in there, and shareowneronline just don't give a shit. Worse platfrom I've ever used.

I sold my shares weeks ago. Still no payment. It's been slow updates and cheques that didn't arrive.

Lately, I have started using Novus Limes. The difference is noticeable.

This has got to be the worse company I have ever dealt with. Run run run. I wouldn’t give these people a dime of my money. They have more rules than a High school. But they don’t tell you that up front. Sold some Lilly stock last week. Well today it’s up 100.00 a share. Well. I can’t sell anymore for 2 weeks. Wtf. Is it my stock. Or yours. You won’t send out checks next day air. They don’t have that I was told. I’ve got to get my inheritance out of here before I have a heart attack.

We sold stock on April 9 2025. It is June now and we still haven’t received a check. Company refuses to direct deposit. Called multiple times for help and no one has been able to. The “Specialists” that are supposed to call back never do. We have been hung up on by call takers. We’ve heard the lie of “You check will come in 10 business days” for 2 months now.

I've had an account with Shareowner Services since 2017 when it was owned and operated by Wells Fargo. This was sold at some point to EQ. I visited the shareownersonline website recently to get some transaction detail from 2017. To my shock (1) they no longer have any information about my account prior to 2020 and (2) they want to charge me if I want any of the missing information. I'm shocked they can get away with this.

The Better Business Bureau, Security Exchange Commission, newsmedia, etc should investigate this company's business practices. This is the absolute worst company I've ever dealt with. I have been trying to settle my dad's affairs for the last 2 years. If you are dealing with company be informed that this will be a struggle.

I have been trying to sell stocks with this company for over 8 months now. About every 3 weeks I get around to the excruciatingly painful experience of working on the next piece of the puzzle to get this over with.

I was told last year that before selling stocks I had to remove my custodian on the account, despite the custodian also approving of the sale. Okay, fine. 3 months, 2 sets of mailed documents, several frustrating call to customer service, and a $150 in fees later, my custodian is removed. But suddenly so has all my stocks?! I contact customer service through the portal and they essentially report "everything is fine" several times, each instance requiring a week to hear back. So I decide to call again.

I guess they opened a whole new account for me but never said anything about it? They act like I should have just known to call, despite no email OR person from their team messaging or mailing this to me. Fine. But they can't give me the account number over the phone, so I have to wait for it to come via snail mail. If it had to be sent through the mail, why didn't they just send it to me to begin with?!

After finally getting the account number in the mail, I try to log in, only to find that I need an authenticator ID. Turns out that has to be snail mailed too, but that request can only be made AFTER I waited to get the account number mailed to me. I request it, and after 3 weeks of nothing, I request another. Another two weeks and I finally get it.

Great, now I can log in and sell stocks, right? No. Now I will have a several weeks long process of miscellaneous account access issues that are eventually resolved despite no one acknowledging that there was ever anything wrong. I go to sell and find out that since my custodian was removed, now I have to tax certify my new account, so I follow the prompts to do that online.

Of course, the portal only shows error codes, and several more calls and messages to customer service resolve nothing so I printed out the form and mailed it to their office.

Now weeks later, they claim they never received anything from me. I am serious wondering how this is not illegal at this point, because it seems like they are just INVENTING ways to keep me from being able to liquidate my account with them.

I sincerely hope to see this company destroyed. I'd happily forfeit my meager stocks money if it meant no one else could get scammed by these people.

I am very disheartened and borderline panicking reading all of these reviews as I am getting the same runaround everyone else seems to get. My father passed away in 2022 and I’m still trying to get control of his accounts. Before he passed away, we placed his exelon shares in a revocable trust. in April 2022 exelon spun off constellation and issued shares in proportion to exelon shares owned ….which they did not place within the trust account. When I filled out the request for a “full share summary report” and had to wait three weeks to receive the information in writing, they only disclosed the constellation shares (outside of the revocable trust) and said that he had zero shares in exelon. Because of this error, I may have to go through probate to get the constellation shares as they are valued outside the threshold for the small estate affidavit in Illinois. I sent them a letter on April 7 of course overnighted with signature and I am still waiting to get a response. And then they say that it can take up to 20 days after they receive the stock power transfer form. This feels like such a scam where you get so frustrated that you give up and then they just keep the stocks. I am not gonna trust them to sell the shares. I’m just transferring them to a different brokerage account. I just don’t even know how they are conducting business like this with no consequences.

If you want lousy customer service, if you want to be berated, treated poorly, repeated reasonable requests completely ignored then this is the company for you. If you want good customer service, it ain't happenin' here. A BIG YUCK!

Sold stocks and selected for them to be direct deposited into my accounts. Per the company website these should be directly deposited w/in 2 business days. Contacted shareowneronline as deposit had not happened after 3 business days. I was told they had issues with direct deposit (it’s Bank of America, never have issues with anyone else) & a paper check was sent and it would be another 7 to 10 business days. Initial person I spoke with I could not understand with an extremely thick accent. The next lady told me they don’t notify if issues with direct deposit and just take it upon them to mail a check. The shipping method they utilize is just regular US postal service with no tracking information.

This companies methods are extremely concerning and all the reviews seem to express the same thing. Avoid if possible…..

They will not disclose the most basic of information about your assets to you. AVOID USING THIS SITE AT ALL COSTS!

This company is the WORST and could care less about it. They have been holding my deceased cousins stocks hostage for months, as the value continues to decline.
Do NOT entrust them with your assets.

Inefficient, incompetent, borderline dishonest organization.
My mother passed away on November 7, 2024. It took literally three months of repetitive submission of Letters of Instruction and Stock Power forms to effect ownership transfer and sale of three securities managed by this firm. Their telephone agents speaking variably comprehensible English and cannot answer the most basic of questions. Voided checks were submitted with their "Sale After Transfer" forms to allow for wire transfer of sold shares, but instead they mailed checks...which as is the case for everything they send by mail, they use pre-sorted first class mailings which no doubt save money but result in ten business days to be received. I have reported them to the SEC and New York State Department of Financial Services to ensure that their unacceptable business practices are documented.