This article was created to give you a list of some of our most popular educational content to help you get off to a great start with your Fidelity Private Shares account.
We hope this will be a useful first stop on your journey to successfully using the platform to manage your company's equity, HR, governance, financings, and more, all while collaborating seamlessly with your company's stakeholders.
Want some information on what is Fidelity Private Shares and how it works?
- Start with these two articles - What is Fidelity Private Shares? and Navigating Fidelity Private Shares.
Curious about how the platform handles things like electronic signature and editing documents?
- These articles have the answers. They'll help you Sign Documents, Edit Documents, and Change a Workflow Owner.
Getting ready to register your legal counsel?
- The Counsel Involvement 101 article will provide useful information on how that works.
Wondering how you'll get things done in the platform?
- Navigate to the What is a Workflow article to learn about how workflows are used in Fidelity Private Shares. The Overview of Workflows and Documents article lists the available workflows that you can run for each area of the platform, such as Equity, Human Resources, Governance, Corporate Structure, and Financing.
Need to share some information about using Fidelity Private Shares with your team?
Want some help getting your users to your account and managing their needs?
- You can look to these articles for guidance: Viewing and Granting User Permissions and Creating Relationships with External Companies.
Looking to make sure your billing information is correct?
- Check out Adding a Credit Card for billing.
Ready to learn more? Check out the Fidelity Private Shares Best Practices to get started.
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