5 years ago
Merge duplicate stakeholder tool
You may now merge duplicate stakeholders from the stakeholder ledger. Follow the steps outlined below:
- 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.
- Compare the stakeholder information and enter updated values in the cells on the right.
- Review and correct the stakeholder’s relationships and their effective dates.
- Review the changes you’ve made and check that they are correct.
- Sign and click “Merge stakeholder” to merge the stakeholder.