Changing security type for stock

When entering issuances you may have accidentally entered them under the wrong section or security type. You’re not able to directly convert common stock to preferred stock or vice versa, though you can copy the information from one section into another.

This can be done by opening both sections in different tabs, then copying and pasting the applicable information:


Once that information has been copied over, you will want to remove the incorrect issuances (in this case, the common stock). You can do so by deleting the common stock certificates.

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