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How to edit or delete a security?

At any time, you can edit or delete the securities available in your Equify workspace.

① Go to the Securities tab

In the left-hand menu, go to Capitalization, then select Securities.

② Edit the selected security

For the relevant security, click on the three dots at the end of the line, then click Edit.

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③ A modal opens allowing you to edit or delete the security

You can modify:

  • the security details

  • the departure plan

⚠️ It is not possible to modify or add a vesting condition if the security is linked to transactions.

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Deleting a security

To delete the security, click the Delete button, then type Delete in the dedicated field and click Delete again.

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⚠️ Warning: it is not possible to delete a security that is used in one or more existing transactions. If you still want to delete this security, you must first delete the transactions involving it.