Investor portal registration
Here we describ the steps the Investor/Shareholder will take to set up their Diligent Equity account.
After an Investor/Shareholder has been granted access to Diligent Equity, they will need to register for an account. Below are the steps they will need to follow.
A unique registration link will be sent to the email address on file.
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Select Registration and you will be redirected to Diligent Equity's registration window.
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If the Investor/Shareholder does not have an existing Diligent Equity Account, they need to click the blue Sign Up link to access the new user registration form.
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The Investor/Shareholder will fill out the Form and set up their password. In order to submit the form, the Terms of Service box must be checked.
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If the Investor/Shareholder already has an existing Diligent Equity Account, they should sign using their established credentials. Once they've accepted the shared cap table, they will be able to access the view you have permissioned for them
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Once the Investor/Shareholder has sign into, or registered for their account, they will be automatically redirected to the Investor View that has been assigned to them.
Additional information
If the Investor/Shareholder has access to other cap tables through Diligent Equity, they can access them from the same account. To navigate between shared cap tables, Investors/Shareholders can follow these steps:
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Select the person icon in the top right corner
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Select Manage Cap Tables
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Scroll through the options in the pop up window to see all cap tables that have been shared with their email.
