How To Edit An Equity

Learn how to edit equities/securities that have already been created.

Prior to getting started, you will need the following:

Step 1: Getting started
  • Hover over “Capitalization” in the main navigation bar and then click “Equities” in the drop-down menu
  • Click the vertical three dot menus of the equity you want to edit and then click “Edit”
Step 2: Equity details form
  • From here you can edit the information that has already been added or you can add additional information by filling in the form
  • Click the “Save” button

Still need help?

Email one of our Equanaut support agents at support@equa.com, and we can assist you further there.
Thank you.

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