Accepting an agreement allows you to:
Review the agreement created for you
Confirm your personal information
Sign the document digitally
Add the agreement to your personal Unlisted portfolio
Receiving the invitation
When a company manager creates an agreement for you, you will receive an email invitation.
This email informs you that:
An agreement has been created for you, or
Shares/options have been issued to you from a financial instrument
In the email, click the button to view your agreement.
You will be redirected to the Unlisted platform.
Log in or create your account
If you already have an Unlisted account:
Log in using your existing email and password
If you are new to Unlisted:
You can create your account directly from the same page
The company that invited you will appear automatically.
Click “View agreement.”
Reviewing the agreement
You will now see a dedicated page that contains all details about the agreement:
Number of shares or stock options
Terms of the financial instrument (if applicable)
Vesting schedule and timeline
Price, dates, exercise rules, and conditions
Any important terms added by the company
Take the time to read through all the information carefully.
Validate your personal information
The company manager may have entered some of your personal details.
You must check that everything is correct.
If anything is incorrect, please contact the person who created the agreement.
Review documents
If the manager attached documents (PDF agreements, policies, certificates, etc.), they will appear on this page.
You should:
Open each document
Read it
Confirm that you have reviewed it
You must validate each document before signing the agreement.
Sign the agreement
Once everything is reviewed:
Add your signature in the signature box
Confirm that you agree with the terms
Click “Accept agreement”
Your acceptance will be logged, and the company manager will be notified automatically.
Agreement added to your portfolio
After accepting:
The agreement becomes part of your personal Unlisted portfolio
You can view your shares, stock options, or financial instrument at any time
All values, vesting, and history will appear clearly in your dashboard
To understand your portfolio in more detail, read this article:
👉 Exploring your personal portfolio
Conclusion
Accepting an agreement in Unlisted is simple:
It gives you full visibility and control over your equity, completely online and secure.