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How do I invite my unregistered shareholders or members to Orchestra?
How do I invite my unregistered shareholders or members to Orchestra?
Alison Perkins avatar
Written by Alison Perkins
Updated over 2 months ago

As part of your Orchestra share register onboarding we will invite your shareholders or members to create a free Orchestra login to view their holding.

If one of your shareholders or members doesn't create an Orchestra account, you can send them a follow up email to re-invite them.

From your left side menu visit 'Share register' > 'Shareholders' (New Zealand) or 'Register of members' > 'Members' (Australia).

Click on the 'Actions' icon (3 vertical dots) to the right of the shareholder or member you would like to invite. Select 'Invite [name]' from the dropdown menu. The invite option will not be available if the shareholder already has an Orchestra account, or if the shareholder does not have an email address entered.

You can add a personalised message to your invitation. Click the 'Resend' button.

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A message will pop up to confirm that we're sending out the email invitation:

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This is the email delivered to the shareholder or member:

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