The Share Class Manager page will be updated this coming Monday, February 6th to make it easier to navigate, and provide a consistent experience when you are updating AOI terms.
We no longer display a "Link AOI" button at the top of the page. The new flow is designed to be simple and intuitive, with the "Manage Share Class" button giving you access to update existing share classes, add new share classes, and link Articles of Incorporation.
What do I need to do?
Navigate to Capitalization > Manage share classes. Under Manage share classes, there will be three options:
- Create new share class
- Edit existing share classes
- Add historical AOIs
Where can I learn more?
Visit the Share Class Manager support article or contact us via the In-App Help Center.