Advanced Share Transactions: Share Transfer

Share Transfer

To transfer shares from one shareholder to another navigate to the Entity Information Summary for the entity and follow these steps:

  1. Click Capital on the table of contents on the left of the screen under the Entity Information Summary heading. If a table of contents is not showing then you can scroll down the Entity Information Summary until you reach the Capital section.
  2. Locate and view the Shareholders table that has the tabs By Person, By Class and All Transactions.
  3. Click By Class.
  4. Locate the class you want to perform the transaction on.
  5. Click the ••• action menu next to the relevant class name.
  6. Select Transfer.
  7. Complete the relevant details for the Transferor and the Transferee.
  8. Click Ok.