How to transfer shares

Issued Securities | Transfer Shares

Wendy Canady avatar
Written by Wendy Canady
Updated over a week ago

Once shares have been issued they will appear on your cap table as well as listed under the Issued Securities tab. From this view, a number of secondary actions can be performed, including the option to transfer shares.

Navigate to the Issued Securities

  1. Sign in to Cyndx and go to the Owner tab

  2. On the left-hand navigation bar, click the Securities drop down

  3. From the drop down menu, click on Issued Securities

  4. On the Issued Securities page, go to the Shares tab

  5. Click the Actions menu (arrow icon) to the right of the share you would like to transfer

  6. Select the option to Transfer

Transfer Shares

7. Select a new or existing Holder

8. Enter the details and click Modify

Example

Transfer Shares

See also: After I manage Issued Shares, How do run scenario modeling & waterfall analysis?

Related articles: How to modify, repurchase, cancel, and delete issued shares

Read more on shares in our Cap Table Glossary

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