Pulley

Stakeholder Experience & Stakeholder Portal

Make sure your account is ready for stakeholder rollout!

Steps to Invite Stakeholders to Pulley

Make updates to emails, relationships, and tax withholding status for Stakeholders.

Edit Stakeholder Information in Pulley

How to add or edit stakeholder Cost Centers on Pulley.

How do I assign cost centers to stakeholders?

Why can't my employees see their Equity Value or the Scenario Modelling tool on their portfolio?

This guide explains how to record accelerations in Pulley when a stakeholder is being terminated.

Accelerating Securities During Stakeholder Termination

Integrating Pulley with Rippling HRIS

Give your stakeholders the transparency and flexibility they want

How do I invite all my stakeholders to Pulley?

Morgan Munger

Yin Wu

Collier Kirkland

Stakeholder Experience

How do I sign certificates?

Learn how to issue certificates on Pulley.

How do I issue share certificates?

Issuing Certificates

Pulley supports adding companies as subsidiary stakeholders if they exist as a company on Pulley

Adding subsidiary companies as stakeholders on Pulley.

How to generate a Stakeholder Report

Download excel sheet of stakeholders for company

How to download list of stakeholders?

How to resend a security sent to you to a new email address

How do I download stakeholder information?

Learn how to add other members to a stakeholder portfolio.

Add Other Parties To My Stakeholder Portal

Learn how Pulley detects and surfaces duplicate stakeholder records, where warnings appear, and how to resolve them by merging records, updating email addresses, or dismissing intentional duplicates.

Identifying and resolving potential duplicate stakeholder records

Stakeholders in Pulley

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.