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How To Edit A Holding In Your Incentive Plan

Learn how to edit a Holding in your Incentive Plan that you created in the Equa App.
 

Prior to getting started, you will need the following:

Step 1: Getting Started

  • Hover over “Capitalization” in the main navigation bar, then click “Incentive Plan” in the drop-down menu
  • Click on the “Holdings” tab

Step 2: Editing the Holding

  • Drag the bottom scroll bar to the right and click on the three vertical dots menu of the Holding that you want to edit, then click “Edit”
  • Edit any/all of the information, then click the “Save” button
This completes the process of editing a Holding in your Incentive Plan
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