It is very easy to view all your subscription details on Eqvista such as your payments, billing, and subscription details. Here is the step-by-step process to see them.

Step 1: Log into your Eqvista account and select your company account. 

Eqvista login

On the dashboard, you will have to click on “Subscription” from the left-side list of options to get a drop-down menu and select “Detail”.


Step 2: Once you do this, you will reach the following page as shown below.

subscription details

Here, you will see what features you get for each plan. Since we are aiming to subscribe to the premium plan, you will first have to click on “Upgrade” under the premium plan. 

Step 3: Here, you need to enter the “Number of Shareholders” and add your credit/debit card number for the billing process. In this case, we added 50 shareholders as you can see in the image above.

You will have to pay $2 for each shareholder. So, for 50 shareholders, you will have to pay $100 per month

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

payment details

Step 4: After the subscription has been ordered, you will be able to see the plan that is currently active, and the payments made. 

payment history

Other than the plan details, there are four other options on the page:

  • On the top right-hand side of the page, there is an option – “Payment History”
  • Below the features of the plan, there are two buttons – “Change Number of Shareholders” and “Change Credit Card”.
  • At the bottom right-hand side, you can see “Cancel Plan” option to cancel your current subscription plan.

#Option 1 – Payment History: 

If you want to download the invoice of payments, click on “Payment History”. Once you click, you will be redirected to the below page. Then, click “Download” to save a copy of the payment invoice.


Once you click “Download”, the invoice gets downloaded as a PDF in your Downloads


Double-click the PDF file to open the downloaded resolution.

view pdf

#Option 2 – Change Number of Shareholders: 

By clicking “Change Number of Shareholders”, you can increase or decrease the number of shareholders as per your requirement and upgrade the plan. 

change number of shareholders

To know more about updating the number of shareholders, check out the support article.

#Option 3 – Change Credit Card: 

Suppose you want to change your card details, click on “Change Credit Card”. 

Note: The billing process on Eqvista is very secure and is powered by Stripe

Change credit card

For a detailed understanding of updating card details, refer to our support article.

#Option 4 – Cancel Plan: 

Let’s say you want to cancel your subscription, then click on “Cancel Plan”. A pop-up window will appear as shown below with the button “Cancel Subscription”. If you want to cancel the process, click “Back”.

Note:  Once you click “Cancel Subscription”, you will receive an email confirmation. To know more about canceling a subscription, check out our support article!

cancel plan

Just like this, you can easily view all the subscription details here. To know more about how to use Eqvista, check out the other support articles here!

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!