Shareowneronline Omdömen 

Their process is as slow as molasses and communication with shareholder is pathetic. They must have been experimenting in DEI hires

I have been trying for years to transfer stock held in joint tenancy with my deceased husband. I have spoken to multiple people who keep referring me to the online portal, which has a username and password chosen by my deceased husband and not known to me. Or I receive incorrect information. Every time I speak to someone, I receive a different answer (often conflicting with earlier information) and then I run into a road block due to the information not being correct. With a recent change to electronic only access to account information, the situation has become even more problematic. Once I get this sorted out, I think the best thing to do would be to sell these shares.

I am looking to rework my investments, but I will not purchase stock in any individual company that is managed by EQ Shareowner Services.

Same as everyone else!! I sold shares in my stock on January 7th, the check was sent out on January 8th and they told me it would be about 10 days before I received it. Those 10 business days would have been January 22nd here I still am with no check!! I was making a very important purchase and this has held that up tremendously!! I’ve talked to several people in customer service who give me different answers all the time and none of it makes sense at all. If I cancel the check and have it reissued it would be another month until I receive that check!! Why could they just do a wire transfer it’s 2025!!!! I am beyond upset and will be switching companies as soon as this is over!!

Absolutely incompetent.

An offshore company who provides scripted answers without any form of knowing how to solve simple problems. And there is 'no one' they can talk to - no supervisors, no solutions.

I spoke with 2 different people and got 2 vastly different answers and NEITHER of them could give a clear answer on when my account would be unlocked due to a simple address change.

One said 'a day or two' (but 'not sure') and the other said 4 weeks!!! 4 weeks to have access to stock that I OWN and want to sell??

AND they ask you to communicate documents by postal mail or fax in the year 2025!?? We know the US postal system is unreliable and who even owns a fax machine nowdays??

Shocking. Extremely dissatisfied. Don't become a Constellation Energy or Excelon Corporation Shareholder as you won't be able to do transactions through their provider!!!!

I will also be posting this where Constellation Energy and Excelon Corporation can see this!

Horrible horrible service , been trying to sell stock and close out my account for a month and a half. They give bad advice, tend to say things without ever looking at the specifics, could not be worse. Website seems not to work at all, despite putting in the correct information, can never get pass log in.

This company is impossible to deal with. I've been trying for 3 weeks to sell my stock and have it sent to me.
I executed one transaction that was capped so I wanted to do 2 more. The account is now ineligible for selling, but is approved to buy. The one sale I did execute was mailed as a check, even though I went through the process to have it auto deposited.
Phone Support are ESL that read company policy from a script and have no authority to help. Online text support takes 2 days to get an answer and it is boilerplate policy and rules. My request to escalate to Tier 2 support was ignored.
Bottom line, I can't get my money out. Time for attorneys, State Attorney General, and SEC to do some investigation.
You are a fool of you consider doing business with these people.

Poor service from Shareowneronline. Since my shares have been administered by Equiniti, the customer service went out of the window. Not reliable, minor sign-in and access problems, repeated need to call for mailing of codes, delays in access of records, online service errors, etc, etc. No customer would choose to transfer admin from the share company to Equiniti and Shareowneronline! Terrible problems!

If there was an option to rate Shareowner Services a negative 3, I would! It is absolutely exhausting to deal with them.
Dealing with them is equal to a game of "wack-a-mole" POOR CUSTOMER SERVICE! Incorrect and incomplete information given. They are a disgrace how they treat a family after the death of the family member that owned stock. I have tried repeatedly to resolve my father's probate estate for over a year and I have not resolved this yet. Read the reviews. Shareowner Services should not exist. I'm in for a class action suit

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.