EquityMultiple

Creating an investment account on EquityMultiple

Linking a Bank Account to your Investment Account

Removing a Bank Account

Can non-US citizens invest in offerings on EquityMultiple?

Verifying your Identity - Identification Documents

What is a Beneficial Owner and why am I being asked to supply information for one?

Types of Investment Accounts Supported on EquityMultiple

Account Creation

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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