▪️Transfer Shares
On this page, you can transfer shares from one client to another.
Last updated
On this page, you can transfer shares from one client to another.
Last updated
Important Considerations:
Ensure that the client being transferred from has available shares. You can view the number of shares when searching for the account after selecting the 'From Account' field.
Make sure you're not transferring more shares than the client currently has.
Double-check that the 'From Account' is the client you're taking shares from, and the 'To Account' is where the shares are being transferred.
