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:
- 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.
- Locate and view the Shareholders table that has the tabs By Person, By Class and All Transactions.
- Click By Class.
- Locate the class you want to perform the transaction on.
- Click the ••• action menu next to the relevant class name.
- Select Transfer.
- Complete the relevant details for the Transferor and the Transferee.
- Click Ok.