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      Inviting shareholders to Vestd: A quick guide

      Step-by-step instructions for inviting shareholders to view and manage their shares online.

      How to invite your shareholders to Vestd and give them their own portal

      When you first onboard with Vestd, we’ll sync your Companies House filings with the platform, including pulling in your shareholders’ details. This keeps all your shareholder records in one handy place.

      But why stop there? By inviting your shareholders to join Vestd, they’ll get their very own portal to view their shareholdings, manage everything digitally and stay in the loop - it’s a win-win! 🎉


      Contents📋

      Here’s how to invite them:

      Inviting a single shareholder👤

      1. Head to People & Communication on the left-hand menu.




      2. In the Shareholders section, click Manage and view all.



      3. Find the shareholder you want to invite and click into their record.




      4. Hit the Invite button.




      5. Double-check their full name and email address, then click the green Send invite button.




      6. You’ll see a green banner confirming “Invite sent” at the top of the page.

       


      Inviting multiple shareholders (bulk invite)👥

      1. Go to People & Communication on the left-hand menu.



      2. In the Shareholders section, click Manage and view all.



      3. Use the check-boxes to select the shareholders you want to invite.




      4. Click Invite shareholders to Vestd.



      5. You'll be redirected to a page to preview the invite email. Once you're happy to proceed, click Send invites.




      Heads-up⚠️: Bulk invites only work for individual shareholders, not corporate ones.


      Next steps for your shareholders🔔

      Your shareholders will receive a friendly email from Vestd, letting them know they’ve been invited to manage their shares digitally. From there, it’s super simple:

      1. They’ll open the email and click the green Join Now button.




      2. This takes them to a sign-up page where they’ll pop in their name, email, create a password, select their role, tick the terms & conditions box, and hit Join.




      3. To meet FCA requirements, they’ll answer a few quick yes/no questions and click Continue.

      That’s it! They’ll land on their My Equity page, where they can view their shareholdings, stay in the loop and even use the projection calculator to estimate potential profits.


      Helpful Tip 💡: Add residential addresses for each shareholder! This lets Vestd act as your legal owner register (as long as all share movements are recorded on the platform).

       

      Our team, content and app can help you make informed decisions. However, any guidance and support should not be considered as 'legal, tax or financial advice.'