How to Export the User List or the Stockholder List

How to export the User Directory

The User Directory lists all current and former users in your account, including employees, founders, individual investors, contractors, consultants, and advisors. You can download an export that includes each user's name, status, email, work email, creation date, address, job title, department, and internal user ID.

On the Company workspace, navigate to Directory > User Directory.
Click Export users. To include third-party companies and firms in the download, click Export users and companies.

How to export the Companies and Firms directory

The Companies and Firms directory lists all current and former third-party entities in your account, including investment firms, trusts, law firms, or other entities. You can download an export that includes each entity's name, relationship type, status, primary contact name, contact email, and internal ID.

On the Company workspace, navigate to Directory > Companies and firms.
Click Export companies and firms. To include the user directory in the download click Export users and companies.

How to export a list of your Stockholders

In the platform you can export your Stock Ledger, which contains a list of all the individuals and entities that own stock in your company. The exported Stock Ledger also contains each shareholder's number of shares, issuance basis, status, stock class, email, and user ID.

On the Company Workspace, naviagete to Equity & Financing > More >Stock Ledger.

You can also click on the Equity icon on the left side-bar and select Stock Ledger.
Click on Export Ledger.
The export will download to your computer.

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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