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Profile and Settings

Your Equa profile is your personal identity on the platform. It contains your name, contact details, profile photo, social links, wallet addresses, and security settings. This guide covers managing your profile and viewing your portfolio across all organizations.

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Prerequisites

  • Active Equa account

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Editing Your Profile

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Step 1: Open Your Profile

Click your avatar in the top-right corner and select Profile, or navigate to Settings > Profile.

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Step 2: Update Personal Information

Fill in or update the following:
  • First name (required)
  • Last name (required)
  • Profile photo — Upload a PNG, JPG, or JPEG image
  • Phone number
  • Date of birth — Enter in MM/DD/YYYY format
  • Email — Your account email (used for login and notifications)

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Step 3: Add Your Address

Scroll to the address section and fill in your:
  • Street address
  • City
  • Province / State
  • Postal code
  • Country
Add links to your social profiles:
  • LinkedIn
  • Facebook
  • Twitter
  • Instagram
  • Website
Each link is validated to ensure it is a valid URL.

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Step 5: Save

Click Save to update your profile.

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Common Tasks

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Viewing Your Dashboard

The user dashboard is your personal home page. When you log in:
  • If you belong to no organizations, you are directed to the welcome/onboarding page
  • If you belong to one organization, you go directly to that organization’s dashboard
  • If you belong to multiple organizations, you see an organization selection list

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Viewing Your Portfolio

The portfolio section of your dashboard shows:
  • Total Investment — The total value of all your equity across organizations
  • Total Current Value — The current estimated value
  • Lifetime Growth (USD) — How much your portfolio has grown in dollar terms
  • Lifetime Growth (%) — Growth as a percentage
A color-coded rainbow bar visualizes your holdings by security type across all organizations.

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Managing Account Security

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Changing Your Password

  1. Navigate to Settings > Account
  2. Click Change Password
  3. Enter your current password
  4. Enter and confirm your new password
  5. Click Save

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Enabling Two-Factor Authentication (2FA)

  1. Navigate to Settings > Account
  2. Click Enable 2FA
  3. Scan the QR code with your authenticator app
  4. Enter the 6-digit verification code
  5. Click Verify
Once enabled, you will need to enter a code from your authenticator app each time you log in.

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Setting a Signing PIN

The 4-digit signing PIN is used when signing documents and certificates.
  1. Navigate to Settings > Account
  2. Click Set Signing PIN
  3. Enter a 4-digit PIN
  4. Confirm the PIN
  5. Click Save

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Managing Wallet Addresses

If you have blockchain wallet addresses:
  1. Navigate to Settings > Wallet
  2. Click Add Wallet
  3. Enter the wallet address and label
  4. Click Save
Wallet addresses are stored in your profile for potential token-based equity features.

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Viewing Your Organizations

  1. Navigate to your dashboard
  2. The organizations section shows all organizations you belong to, sorted alphabetically
  3. Click any organization to switch to it
Up to 3 organizations are shown in the dashboard view. Click View All if you belong to more.

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Tips

Your profile photo appears across the platform — in team member lists, cap table holder reports, and the navigation bar. Upload a clear headshot for easy identification.
The signing PIN is separate from two-factor authentication. 2FA protects your login, while the signing PIN protects document signing actions.
Your portfolio dashboard gives you a single view of all your equity across every organization. This is especially useful if you hold shares in multiple companies.

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Troubleshooting

Cause: The file may not be in a supported format or may be too large.Solution: Use a PNG, JPG, or JPEG image. Try reducing the file size if it is very large.
Cause: Portfolio values are computed from your shareholdings across all organizations. If equity was recently issued or transferred, there may be a brief delay.Solution: Refresh the page to get the latest data. If the issue persists, check your shareholdings in each organization to verify the underlying data.
Cause: The signing PIN is separate from your account password.Solution: Navigate to Settings > Account and reset your signing PIN. You may need to verify your identity before resetting.