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 a drop-down menu, and select the company to update the settings.

Note: The shareholder access allows investors to view their grants, participate in board objectives, request and sign electronic certificates, and sign grant acceptances. Check out our support article to learn more about the elements in the dashboard.

Step 2: Then, click on “your name” on the right-hand side to get a drop-down menu. Here, click “My Profile” to view your profile and settings.

Step 3: Once you do this, you will be redirected to the page where you can change your profile details and settings.

Note: The shareholder account does not have a notification tab. To know more about the notification tab, check out the support article.

Here, you will see the profile details along with options – Update profile, Notifications, Change password, Upload avatar, and Signature. 

Update profile is for changing profile details, notifications for managing notifications, change password for changing the password, upload avatar for uploading a profile picture and signature for uploading or creating a signature.

To update your profile details, click on “Update Profile”.

Step 4: By doing this, you can change your first name, last name and email address linked to your account.

Once you have done, click on “Save Changes”.

Apart from updating profile details, users can manage their Notifications, Change password, Upload avatar, and Signature.

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