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Corporations General Availability
6 years ago

Merge duplicate stakeholder tool

You may now merge duplicate stakeholders from the stakeholder ledger. Follow the steps outlined below:

  1. Check the boxes for two stakeholders you would like to merge. Note: you can only merge two stakeholders at this time, and both stakeholders cannot have accepted securities separately. Select “Merge Stakeholders” from the actions dropdown.
    Screen Shot 2018-08-01 at 3.15.43 PM.png
  2. Compare the stakeholder information and enter updated values in the cells on the right.
    Screen Shot 2018-08-01 at 3.19.51 PM.png
  3. Review and correct the stakeholder’s relationships and their effective dates.
    Screen Shot 2018-08-01 at 3.20.16 PM.png
  4. Review the changes you’ve made and check that they are correct.
    Screen Shot 2018-08-01 at 3.20.30 PM.png
  5. Sign and click “Merge stakeholder” to merge the stakeholder.
    Screen Shot 2018-08-01 at 3.20.45 PM.png
Avatar of authorConnor Bathen