How to Add an LLC Company to Your Eqvista Account?
Eqvista provides an option to add an LLC type of company to your account.
Add an LLC
There are two ways in which you can add an LLC company to your account – create a new company or change the type in your company settings.
Scenario 1: Create a new company
Step 1: Let’s assume you want to create a new company on Eqvista. Log into Eqvista or create an account if you have not yet signed up.
Once you have logged into your account, you will be directed to the dashboard and select a company account you have already created. There are two ways in which you can create a company.
Method 1
On the dashboard, click on “Company Name” on the left side to get a drop-down menu and select “Add Company or Service”.
Method 2
On the dashboard, click on “New” on the right-hand side to get a drop-down menu and select “New Company”.
Now let us assume you want to create a new one. Click on “New Company”, and you will reach the first step toward the creation of a new company.
Step 2: Once you click, you need to add all the details of your company including the company name, the industry, website, and company description. Once you have added all these details, click on “Continue to Service Selection”.
Note: You can also add multiple companies by clicking “Switch to Bulk Import”. Check out the support article to learn more about bulk import.
Step 3: Once you click, you will be directed to select your services by choosing the modules that best fit your company.
Note: If you’re unsure about the services or need assistance, click on the “Book a call” button.
After choosing your services, click on “Continue to Data Source”.
Step 4: Then, you will be redirected to a page to fill in the details of the company. You will see the option to select “LLC” under “Company Type” as shown below.
Step 5: When you click “Finish Onboarding”, you will be directed to the dashboard of the company.
Note: You can upgrade your account to premium subscription to have access to unlimited features. To know more about it, check out the FAQ!
Scenario 2: Change the company type
On the dashboard, click on “Company” on the left side to get a drop-down menu and select “Profile”.
Step 2: Once you click, you will be directed to the page that shows the details of your company. On the top right of the page, click “Edit” to edit the details of the company.
Note: There are three sections – Company Profile Overview, Authorized Shares Overview, and Financial Statements. To further understand the sections in detail, check out the support article here!
Step 3: There are two sections in the panel – Basic and Advanced. You must click on “Basic” to change the company type. A pop-up window will appear and you can change the details of the company including the type to “LLC”.
Once done, click on “Save”.
Step 4: You can view the details of the company including the type “LLC” as shown below.
Once you have added your LLC company, you can add members and issue units to them.
Moreover, you can upgrade your account to premium subscription to have access to unlimited features.
To know more about Eqvista’s processes, check out our support articles and knowledge base. For further queries, get in touch with us!
