How to Merge Stakeholders

To merge two stakeholder profiles that belong to the same stakeholder, one of the profiles will need to be deleted and the securities for the deleted profile will need to be added to the retained profile. 

Head to the Stakeholders tab from the left panel. Find the two profiles and open the one to be deleted. Open all outstanding securities and record their details in a independent location for later reference. One by one, delete the securities under this profile after recording their details. For info on how to delete grants, follow the links at the bottom of this article.

save image

Once all the securities are deleted, click the Information button from under the stakeholder's name. The Delete Stakeholder button right under the name.

save image

Head back to the remaining stakeholder's profile and add the deleted securities here with the same Cert. IDs.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.