Deleting a Firm in Eqvista
Has your company been shut down or did you create the wrong company account by mistake? Well, it is very easy to undo it or delete a company on Eqvista.
Here is the step-by-step guide on how to delete a firm on Eqvista.
Step 1: At first, you will have to log into your Eqvista account or create an account if you have not yet signed up. Learn how to create an account on Eqvista here.
On the dashboard, click on “Company Name” on the left-hand side to get a drop-down menu, and select the company account that you want to delete, as below.
In this case, we selected the company “Zen Corp”.
Step 2: By selecting the company account, you will be directed to the main dashboard of the company. Here, click on “Company” from the left-hand side panel of the dashboard. A drop-down menu will appear. From the menu, click on “Profile” and you will be directed to the company’s main profile overview page on the dashboard.
Note: On this page, you will see three sections – Company Profile Overview, Authorized Shares Overview, and Financial Statements. To further understand the various sections in detail, check out the support article here!
Here, you will see two buttons at the top right-hand side of the page. One says “Delete” and the other says “Edit”. Click on “Delete” if you want to delete the firm.
Step 3: Once you click on “Delete”, a dialogue box will appear as shown below:
Note: There is a message that reads, “By Deleting the company, you also delete all transactions, documents, and shareholders from the system. This is an irreversible operation”.
So, if you want to delete the firm and everything in it, select “Delete”.
Step 4: Once you have clicked on “Delete”, the company will be deleted and you will be directed to the main page where you can choose your other company account or create a new one as shown below.
As can be seen above, the company account has been deleted. You can either create a new company from here or select the other company account that you want to work on.
If you want to know more or understand any other process, check out the other support articles here or contact us!