Introduction

Your personal profile is a one-stop-shop for viewing and updating your account details. You can review information about your current employment and perform important updates here, such as changing your email addresses and signature.

You can access your profile from the platform's toolbar. Click on the profile icon and click Manage Profile.

In your profile, you can:

Update profile picture
Update signature
Change your password
Manage your email addresses
Change your address
View employment details
View Company Access and Permissions

Update your name, profile picture, or signature

Navigate to the My Account page. Here you can change your name, set or change your signature, and upload a profile picture.

Name

To edit your name, click Edit Your Name > enter in the changes to your name > click Save.

This is not a retroactive name change; any previously issued securities or documents will have the retain the name used at the time of generation.

Profile Picture

Click Update Photo. You can either upload an existing image, or capture a new picture using an attached webcam.

Signature

Click Update Signature. Select to either draw your signature, upload an image file of your signature, or use a typed/printed signature.

Changing your password

Changing or resetting your password is done through your Fidelity profile. Once logged into your Fidelity Profile, navigate to Security Center > Login information.

Managing your email address

Navigate to the Emails page to manage the email addresses associated with your profile. Emails on your account must be verified before they can be used in the platform. To add a new email, click the Add Email button.

After you add a new email address a message is sent with a link to confirm that email address. After you click the verification link, you will be able to add that email to the verified list. To resend the verification, or to delete a pending email, click the three-bar menu to the right of the email.

Your communication preferences in your profile are separate from the settings in your Fidelity profile.

Account recovery settings

Your account recovery settings are managed in your Fidelity profile.

Work email address

The Work Email Address is set by your company and cannot be changed.

Preferred email vs. other emails

Under the Emails page you can see not only your Preferred Email, but also the other emails you've listed. The platform will email your preferred email for standard notifications (signing documents, reminders, etc.) excluding password reset emails. If your preferred email is not your work email, then the platform will email not only your preferred email for these email notifications, but also your work email. To change your preferred email, click on the three-bar menu and select Set As Preferred Email.

If you have also put other addresses here that are not a preferred or work email address, then these other emails will not receive notifications.

Change your address, contact information, or emergency contact

There are pages for changing your contact information, address, and emergency contact information on the My Profile page. To add or edit your address, click the Edit button.

View employment details

If you are an employee of the company, you can find information about your salary, start date, title, and more on the Current Employment page.

View permissions and access level

Click Permissions to view your assigned Roles and what level of access has been granted to you.

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.

Fidelity Private Shares LLC

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