If you have been using Eqvista for a while now, you know that you will need to subscribe to the premium plan once you have about 20 shareholders in your company and you want to add more.

Not sure how to do this? Here is a step by step process that can help you.

Step 1: Let us say that you are trying to add the 21st shareholder to your company profile on Eqvista under the shareholder section as shown below.

Shareholder section

As you add in the name of the shareholder, you will see a message that says, “Subscribe to the premium plan to add more shareholders”. And along with this, you will not be able to save the shareholder name you just added.

As Eqvista only allows you to have up to 20 shareholders at one time, you will have to subscribe to the premium plan so that you can then add more shareholders

Note: Eqvista will notify you to subscribe to the premium plan when you are trying to add more than 20 shareholders in your company profile.


Step 2: For subscribing to the premium plan, you will need to click on the option that says “Subscription” on the left-side list of options. Once you do this, you will be redirected to the following page.

subscription

Here, you will see what features you get for each plan, as:

The freemium plan allows you to have:

  • A maximum of 20 shareholders
  • Unlimited features

And the premium plan allows you to have:

  • Unlimited shareholders
  • Unlimited features

Since we are aiming to subscribe to the premium plan, you will first have to add the number of shareholders that your company will have at that time. In this case, we added the number 40 as you can see in the image above. 

Note: You will have to pay $2 dollars for each shareholder that your company has (when the shareholder number is above 20). 

So, for 40 shareholders, you will have to pay $80 per month. The details of the plan can be seen on the right-hand side of the page. You will see the amount and a space to add your credit/debit card number for the billing process. 

Note: The billing process on Eqvista is very secure and is powered by Stripe. This means that your details are secure. 

Just add in your billing details and click on “Order Subscription” to subscribe to the premium plan. As time passes, you will be able to see all the invoices and bills for the plan shared in the payments section below where you add your card number for the billing process. And just like this, you can easily subscribe to a premium plan on Eqvista without much hassle. 

To know more about how to use Eqvista, check out the other support articles here!

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