It is easy to update the number of shareholders in a subscribed plan on Eqvista. 

Here are the steps to follow:

Step 1Log into your Eqvista account and select your company account. 

Eqvista login

On the dashboard, you will have to click on “Subscription” from the left-side list of options to get a drop-down menu and select “Detail”.

subscription details

Step 2: Then, you will be redirected to the page below. Here, you can see the currently active plan, subscription amount, and the number of shareholders.

active plan

To change the number of shareholders for the subscribed plan, click “Change Number of Shareholders”.


Step 3: Here, you need to enter the “Number of Shareholders”

Note: When changing the number of shareholders, the time remaining on the current billing period will be prorated. 

number of shareholders

Once done, click on “Upgrade Plan”.

In this case, we added 55 shareholders as you can see in the image above. You will have to pay $2 for each shareholder. So, for 55 shareholders, you will have to pay $110 per month. 

upgrade plan

The new information will be processed instantly, and that’s all it takes to update your shareholders on Eqvista! If you want to further understand Eqvista, check out our support articles or contact us today!

Interested in issuing & managing shares?

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