Manage Your Profile

Introduction

Your personal profile lets you view and update your account details, including your email addresses and signature, and review your current employment information.

If you have access to or holdings in multiple companies, your profile page shows information for the company you’re currently viewing. See this article for help switching between company and role views.

To access your profile, click the Profile icon in the Fidelity Private Shares toolbar and select Manage Profile.

In your profile, you can:

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 make changes to your name, click Edit Your Name. You can add or edit your fist name, middle name, last name, and suffix.

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

To add or change your photo, click Update Photo.

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

Signature

To add your change your signature, click Update Signature.

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

Managing your email address

Go to the Emails page to manage the email addresses linked to your profile. Each address must be verified before it can be used in Fidelity Private Shares.

To add an email address, click Add Email.

After you add an email address, you’ll receive a message with a verification link. Click the link to confirm the address so you can add it to your verified list. To resend the verification message or delete a pending email address, click the three-bar menu to the right of the address.

To adjust your email reminder settings for pending workflows, go to Email Notifications and click Edit.

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

The Emails page displays your preferred email address and any other addresses you’ve added. Fidelity Private Shares sends standard notifications, such as document signing requests and reminders, to your preferred email address. If your preferred and work email addresses are different, these notifications are sent to both. Password reset emails are excluded from this notification routing.

To change your preferred email, click on the three-bar menu and select Set As Preferred Email.

Email addresses other than your preferred or work email address do not receive notifications.

Change your address, contact information, or emergency contact

In the Contact Information page, click Edit to add or update your work or cell phone number.

In the Address page, click Edit to add or update your current address.

In the Emergency Contact page, click Edit to add or update your emergency contact.

In the About page, click Edit to add or update your biography, interests, birthday, and social media links.

View employment details

If you are an employee of the company, visit the Current Employment page to view details provided by your company, such as your salary, start date, and job title.

View permissions and access level

Click Permissions to view your assigned role(s) and any additional access that has been granted.

Screenshots are for illustrative purposes only.

Fidelity Private Shares LLC provides cap table management and/or other administrative services to private companies and their equity compensation plans, and to investors in the private
markets.

Fidelity Private Shares LLC

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