Back to Equivox v1.0

Holdings

Users could link brokerages through Plaid so Equivox could line up verified positions with proposal mechanics (support weight, signature eligibility, etc). The idea was to add concrete weight behind proposals and open letters. In hindsight the product upside did not outweigh the privacy, trust, and "why does this app need my brokerage?" cost, so this whole feature is not carrying forward in Equivox v2.0. Brokerage connection is obviously read-only.

Each step pairs a heading and description with a decorative 3D preview of the Equivox UI. Those previews are skipped in screen reader navigation and are not interactive for assistive technology—the text beside each preview is authoritative.

Brokerage verification flow

The Holdings page is simple: connect accounts, see linked institutions, and refresh verified holdings as a list of tickers with a verified flag. Brokerage connection (read-only) happens through Plaid's hosted portal in another tab, the remainder of the flow happens securely on our backend. This is vague, but the system is still in production so I am hesitant to leak hyperspecific details. This will be open sourced once I fully sunset the feature.

After a successful link with Plaid, we sync. Positions are read from the broker connection and normalized into Equivox's holdings record so the product can mark you as a current holder for tickers we recognize. We do not store anything from brokerage connections, only a simple TRUE/FALSE value for whether a user is a holder for a given ticker. Brokerage connection can be unlinked at any time.

Proof of Ownership

For those who are uncomfortable with connecting their brokerage: you can manually upload an image of stock purchases or any relevant document, with any sensitive information cropped out / blurred out. This will load into the admin section, in which we can approve you manually.