Here are the steps for how you can view your digital certificate or print the paper certificate on Eqvista.
Step 1: Once you are logged into the Eqvista platform, click on the “Cap table” option on the left side column of the dashboard. Then click on “Detail”. You would reach the following page.
While on the page, click on your name or the shareholder’s name for whom you want to view the share certificate for. For instance, we can click on Isaac White here as shown below to be directed to the page where we can see all the shares that Isaac holds.
Step 2: By clicking on the name “Isaac White”, you would be directed to the following page where you would be able to see all the details of Isaac along with what and how many shares he holds in the company. Now, to see the share certificate, you would have to click on the first row with the certificate number “CS-001”.
Step 3: By clicking on “CS-001”, you would be directed to the following page which would show you the digital certificate of the person. Here, you would be able to view details like the certificate number, the name of the person to whom the digital certificate has been issued to, the date of issuance, the number of shares issued, price per share when it was issued, security name (the name of the equity class), and the capital (the total amount of all the shares).
This is the digital certificate.
Step 4: If you want to download the certificate, you would have to go back to the page on step 3 and click on the option below the column named “certificate” on the right under the tab “transactions” as shown below:
By clicking on the download option, you would be able to download the certificate in PDF format. And using this download, you can print out the certificate on paper, which would then be used as the paper share certificate to show how much you own in the company. The download would look like:
If you have any doubts or want to know more, check out the other support articles here or contact us!