▪️Transfer Shares

On this page, you can transfer shares from one client to another.

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.