Knowledge base

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Knowledge base

Platform

Platform

Discover more about account settings, transactions, and other functionalities on the platform

How can I show interest in buying or selling shares?

How do I couple portfolios?

How can I join an organization with another entity?

How can I change the current (certificate) value?

How can I pay for a transaction?

How can I accept my Invitation to Share Council?

How can I make a transaction?

How can I change the valuation?

Where can I find the contracts of my old transactions?

How to edit Mollie payment Methods

Account Settings

How do I activate my account after being invited to become a co-owner?

How do I adjust my personal information?

How do I add an entity I represent to my account?

Where can I change my email?

How can I add my signature to my account?

How to update the company address on the platform

Download the annual report.

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Transactions

How do I mark a transaction as 'paid'?

How do I add a document that will be sent with all subsequent transactions?

How can I accept/deny a transaction?

How do I arrange payments with iDeal?

Where to find a new transaction and accept / deny the transaction?

How do I send a transaction?

How do I sign a transaction as 'multi-signer'?

Add a IBAN link

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Participants

How do I make someone participant of a portfolio?

How can I invite someone to my Organization?

How to invite imported users

Vesting

How does vesting work?

How do I add a vesting schedule?

How do I add vesting to a transaction?

Where can I see how far I am with vesting?