Late Payment

Note: If you’re going to take a break from payments, we recommend canceling your subscription rather than stopping payments. Simply discontinuing payments may result in your account being marked as Late Payment and, finally, Frozen. Then, if you want to reactivate your account, you must pay for the unpaid period. To avoid this inconvenience, please … Continued

How to Renew an Expired Account?

Note: If you’re going to take a break from payments, we recommend canceling your subscription rather than stopping payments. Simply discontinuing payments may result in your account being marked as Late Payment and, finally, Frozen. Then, if you want to reactivate your account, you must pay for the unpaid period. To avoid this inconvenience, please … Continued

Account Expires and Steps of Reverse Onboarding

When you cancel your Eqvista premium subscription, your account expires, and reverse onboarding starts. Here are the steps to follow: Step 1: Log into your Eqvista account and select the company account to downgrade.  Step 2:  Method 1 Once your account expires on the specified date, you will see a pop-up window as soon as you log in … Continued

How to Cancel Your Subscription for an Active Account?

Note: If you’re going to take a break from payments, we recommend canceling your subscription rather than stopping payments. Simply discontinuing payments may result in your account being marked as Late Payment and, finally, Frozen. Then, if you want to reactivate your account, you must pay for the unpaid period as data storage fee. To … Continued

How to Change Your Account Password?

Users can reset their account password and update their account settings on Eqvista. Here is using a shareholder access account as an example. Below are the steps to follow: Step 1: Log into your Eqvista account and select the company account to change your password.  On the dashboard, click “Company Name” on the left side to get a … Continued

How to Update Your Profile Details?

Eqvista allows users to change their profile details and update their account settings. Here is using a shareholder access account as an example. Below are the steps to follow: Step 1: Log into your Eqvista account and select the company account to update your profile details.  On the dashboard, click “Company Name” on the left side to get … Continued

How to Enable Email Notifications?

Have you received notifications from Eqvista? Then you might need to update your settings. Here are the steps to follow: Step 1: Log into your Eqvista account and select the company account to enable notifications.  On the dashboard, click on “Company Name” on the left-hand side to get a drop-down menu and select the company to update … Continued

How to Partially Cancel Vested Warrants?

Having set up your Eqvista account and issued shares to shareholders, it offers the option of partially canceling the shares. Here are the steps to follow: Step 1: Log into your Eqvista account and choose the company account to cancel the shares.  On the dashboard, click on “Securities” on the left-hand side to get a drop-down menu.  Step 2: Once you … Continued

How to Partially Cancel Vested Options?

After creating your company account in Eqvista, it is possible to partially cancel the shares that have been issued to a shareholder. Here are the steps to follow: Step 1: Log into your Eqvista account and choose the company account to cancel the shares.  On the dashboard, click on “Securities” on the left-hand side to get a drop-down menu.  Step … Continued

How to Partially Cancel Vested Equities?

On Eqvista, you must have added shareholders and issued shares after creating a company account.  There is an option of partially canceling the shares that have been issued to shareholders. Here are the steps to follow: Step 1: Log into your Eqvista account and choose the company account to cancel the shares.  On the dashboard, click on “Securities” … Continued

Interested in issuing & managing shares?

If you want to start issuing and managing shares, Try out our Eqvista App, it is free and all online!