Requesting Share Certificate by Shareholder

Eqvista allows the shareholder with shareholder access view to view their transactions on the company’s cap table and request share certificates from the company.

Let us also assume that you are a shareholder and were offered a grant that requires your acceptance. 

Here are the steps to request a share certificate from the company.

Step 1: This is what the email would look like where you need to approve the grant offered to you. Click on, “Go to Eqvista”.

Step 2: By doing this, you will be redirected to the main page of Eqvista where you first need to set up your account or log in to Eqvista if you already have an account. 

Note: Once the superuser or admin shares access to the shareholder, they can only view their transactions. To know how to share access to shareholder, check our support article here.

Once you click on “Save”, you will be redirected to the page where you will need to log into your account on Eqvista using your email ID and the password you just set.

Step 3: Once you do this, you will reach your dashboard as shown below.

Note: On this page, the shareholder will find data to manage their transactions from the dashboard. To further understand the dashboard, check out the support article.

Note: In shareholder acceptance, there is an option to attach a document or only a signature is required for acceptance. The document attached can be found under “Other Documents” in the documents section.

The grant can be signed under the transactions or tasks section. To further understand transactions and tasks in shareholder account, check out the respective support article!

Step 4: By doing this, the grant will be approved and you can view the grant details as shown below. Here, you will see a message that says, “Certificates of Shares”.

There would be a button beside this on the right side. Click on “View”.

Step 5: By clicking on view, the electronic share certificate will appear as shown below. From here, you can then move back to the top of the certificate and you will see that you can now request the company for the certificate.

The certificate has two looks – Classic and Modern. In this case, we have selected “Modern”.

Just to be clear, you would not be able to download the share certificate for yourself unless the company signs it as well. So, you will have to request for the certification and that is when the company would assign executors to sign the grant. Once this is done, you (the shareholder), would be able to download the certificate.

Step 6: After you click on the request button, it will send the request and the download button will appear. The button would not be accessible as shown below until the company signs the certificate.

Just like this, it has now become easier and more secure to complete a share issuance process online using Eqvista. To know how to download the certificate, check out our support article here!