How to Search for a Shareholder in Issued Warrants?

Have you searched for a shareholder profile? 

Note: You must first add a shareholder. If there are 20 shareholders in your company profile and you want to add more, kindly upgrade your account. 

In Eqvista, you can search for a shareholder profile using filters. Check out our support guide to learn how to search on Eqvista. 

The best thing about this application is that you can search for a shareholder profile in warrants issued since it tracks all your shareholder records. 

Here are the steps to follow:

Step 1: Log into your Eqvista account and select the company account to search for a shareholder profile in the warrants section. 

On the dashboard, click on “Securities” on the left-hand side to get a drop-down menu. 

Step 2: If you have too many grants under one class and you want to see shares belonging to one holder, use the “Search” feature.

To do so, you can click the warrant class created to get the overview of the class and list of shareholders issued under the class along with details such as grant name, warrants, price, ownership and status. 

Step 3: If you want to find a shareholder by warrant grant name, just type the grant name in the search bar as shown below.

Note: If you cannot find a shareholder profile, you can add it while issuing warrants by clicking “Add Shareholder”. 

If you want to further understand how to use the Eqvista application, check out our support articles or contact us today!