Introduction
Welcome! Activating your new account is simple and may only take a few minutes. You can follow the steps below whether you are an employee, consultant, advisor, investor, lawyer, or other company personnel.
Account activation emails are sent anytime a new user has been added to an account, and/or have a workflow needing their approval, review, or signature.
Activation Steps
- Open the welcome email from your company. It will look something like the email below:
- Click the Get Started button. You will be brought to a page to create your account that will look something like this:
- The name as entered by the company will show. Confirm your name is your full legal name and make any changes as necessary.
- Create a secure password. The password must be at least eight characters long, contain at least one upper case and lowercase letter, and include at least one number or special character.
- Check the box indicating you have read and agree to the Privacy Statement and Terms of Use and click Create Account.
- Enter the Account Verification Code and click Continue. The validation code will go to the same email as your invitation. If you do not receive a code, please reach out to our support team.
- Depending on the invitation, you may be asked to confirm that you are the correct person to complete pending tasks for a workflow. When this occurs, you'll be presented with the opportunity to confirm your role and responsibilities related to the workflow. If the information does not appear accurate and you believe you should not run the workflow, you can select that as your answer.
- Set your preferred email, and select whether to use a text message or a backup email address for account recovery. Note that if you have an international phone number you will need to use a backup email address.
- Click Continue. You’ll be taken to your workspace where you can see your documents, your profile information, and pending tasks or workflows.
Additional Resources
Screenshots are for illustrative purposes only.
Fidelity Private Shares LLC provides cap table management and other administrative services to private companies and their equity compensation plans.
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