Can I share admin role access to one of my shareholders?

Yes, Eqvista allows you to share admin access with your shareholders. For this, the superuser is the only one who has the power to give admin access. Here is how the superuser can give access to the shareholder on Eqvista. Step 1: Log into your Eqvista account and select the company account. By doing this, you will reach the dashboard of the company.  … Continued

How to edit the grant/share details of a shareholder?

Did you know that you can easily edit any grant/share details on Eqvista with just a few steps? Well, here is how you can do it. Step 1: Log into your Eqvista account and select your company account.  On the dashboard, click on “Securities”. When you click on this, a submenu will appear. Here, select the “Equities” option to reach the following page. Let us … Continued

Shareholder Access View

The share access function permits the account owner to share access to the company’s transactions with your shareholders, investors, employees, board members, lawyers, and accountants. Not only can you add a shareholder profile, but you can also share access and update details on Eqvista with a simple click. When it comes to giving access to individual shareholders, there are … Continued

Creating New Shareholder

Using Eqvista is very simple with a user-friendly interface. But in case you need some assistance in the process, here is how to create a new shareholder in your company account on Eqvista. Note: If you have not added the shareholder profile, you can add it while issuing shares, options, and warrants by choosing the option “Add Shareholder”. You can … Continued

Terminating Stakeholders

If you are wondering how to terminate a stakeholder on the Eqvista platform, then you are in the right place. Eqvista is a very easy-to-use application where each step is simple. Before we can move ahead, you need to understand that you cannot terminate a stakeholder without claiming back all the shares that they own or … Continued

Interested in issuing & managing shares?

If you want to start issuing and managing shares, Try out our Eqvista App, it is free and all online!