If the email address you have been invited to join Ledgy with is your company email domain, you can authenticate via Single Sign-On, meaning you only need to sign into your company email to be able to access Ledgy securely.

To use SSO:

If your company admins have enabled this, as soon as you log into Ledgy, you will be prompted to set up your 2FA via a compatible authenticator app.

For more information on setting up, recovering, or switching your 2FA, please see How to set up and use 2FA (two-factor authentication)?.

When setting up your account you will be asked to enter the following information:

For more information on updating your personal and tax information later, please see How to edit your personal and tax information.

Now you are ready to get started using Ledgy!

For more information on entering or updating your bank details, please see How to enter & update your bank details.

In this section you can see the total value of your vested holdings, including any shares you own and any vested 'in-the-money' options. You'll also see information including the date of your next vesting event and the date that all of your currently issued grants will be fully vested.

In the top-right of your dashboard, you can see your company's current stock price. It is updated every 15 minutes.

In this section you can see the overall number of each type of equity instrument you hold.

If you own any shares outright, you'll see the number as well as their current stock value.

You can also see each equity grant you have, the next vesting event date(s), the date the grant(s) are fully vested, and the current estimated value of the vested portion of each grant.

If you have a combination of grant types, your equity section will show the breakdown.

The Vesting breakdown shows you the entire time-based vesting schedule(s) in a colourful graph. By hovering over the graph at a certain time and date, you can see how many cumulative units, and their estimated value, will have vested by then.

If you have multiple grants, you will see all their vesting schedules by default. You can select to only see certain vesting graphs and make others invisible.

You can also toggle between the individual view of each vesting schedule on the Individual tab, and the accumulated vesting schedule of all of your grants by clicking the Accumulated tab.

Here you will see the status of any submissions you have made on your Ledgy account. These include:

By clicking the 'information' button in each request, you can see the full details and status of the request.

In the Holdings section, you can get an overview of each issuance of shares and issued stock (typically from exercising) via the Your Shares tab.

You can also get a breakdown of each grant in the Your Grants tab. They appear as cards.

In the top right corner, there is the option to switch from the 'Card' style view to a 'Grid' style view.

You can choose what information is displayed to you on the Grid by configuring the View. To edit the grid or view to show information you may be interested in but is not shown by default (such as the grant's strike price or vesting start date), you can do the following:

In the Documents section, you can see all the documents that have been shared with you by your company. These can often include grant agreements, plan rules for your equity scheme, and exercise documents if you have exercised any of your options.

If you expand the part of the grid that has your company's name, you can view all of the documents either as a PDF (which can be opened within the Ledgy app) or a Word document (which can be downloaded from our secure Documents folder).

If you hold shares, you are able to sell them directly on Ledgy. To do this, you must ensure that you have added your bank information so we know where to deliver the proceeds. Please be aware that if this bank account is in a different currency to the share currency, an FX conversion fee will be applied.

Once you have entered your bank info, you are able to select the number of shares you would like to sell in the Amount to Sell section.

Within the Sale Summary, you will see the estimated proceeds of your sale, based on the current stock price, less the trading fee, transfer fee, and FX conversion fee (if relevant).

Please be aware that the numbers listed are only estimates and subject to fluctuations in the market.

Once you have submitted your order, check the Requests section of the dashboard to view the status of the order.

For more information on placing a sell order and understanding the selling flow, please see How to sell shares.

In the Signatures section, you can see all the signature requests that have been shared with you, as well as the documents that have been signed through Ledgy.

You are also able to sign any documents that are still pending signature, either through Ledgy's native e-signature provider or through DocuSign if your company has sent the signatures through their connection with DocuSign.

For more information on reviewing and signing documents in Ledgy, please see How to sign a document via the Stakeholder Dashboard?.

In the Settings section, you can see your account settings.

Finally, if you do not wish to receive email notifications from Ledgy, you can toggle to turn this off in your settings.

For more information on updating your login email, password, notification preferences, or personal account currency, please see How can I update my name, email, password, or the currency of my personal account?.