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Help Center
Accounts
Capitalisation
Capitalization Table
Securities
Pools
Equity awards
Type of securities
Timeline & Transactions
Events
Corporate Actions
Transactions - Equity awards
Operations management
Special transactions
Accounts
Adress Book
Accounts
Logs
Templating
Templating
Signature
Governance
Library
Files
Templating
Electronic signature
Step by step tutorials
Tutorials
Tutos
My Equify onboarding
Settings
Administration
Details
Labels
Notifications
Authorizations
Informations
Equify for holders
My personal space
Connexion
Reports
Valuation
Accounts
Adress Book
How to link a contact to an account?
What is the difference between Account and Contact?
How do I change a contact's information ?
Accounts
How does the Accounts menu work?
How do I create a new account?
How do I edit or delete an account?
How can I export my accounts list?
How can I create a holding statement for an account?
See more
Logs
How to edit your mail adress
How do I resend an access e-mail to a holder ?
How to remove holders' access ?
How to open an access to an account ?
