How to register an account
Step one is clicking on the "Get started" button on the main page. You then will be prompted to answer a few questions before being asked to select your company and enter your email address. After that, you will receive a link to your email address so that you can set up a password.
How to reset a password
You need to click on the circle icon in the rightmost top corner of the screen once you log in. Underneath your email, there will be a link that says "Account." You have to use the "Edit password" button in order to reset your password.
How to delete an account
First, click on the circle icon on the right-hand top corner of the Portfolio page. Then, proceed to click on the "Account" tab in the drop-down list. Once there, use the button that says "Delete account." You will be asked to specify the reason why you choose to deactivate your profile.
Personal account features
Your personal profile section will be split into five categories.
The first one, Portfolio, enables you to complete your profile by adding tax, equity, and company details once you submit your application.
There's also the My Equity section that helps set up a plan for your equity.
The Planning section deals with equity planning - there's an equity planner, exit calculator, and several other handy tools in there.
The Financing section includes everything that you need to know regarding your application and, ultimately, your money.
The last two categories are Advisory (a premium package that allows you to make even more money with an equity strategist) and Invest (non-FDIC-insured wealth management).