How to Clean Up Unwanted Equity Plans

If an equity plan has accidentally been created, or you have an equity plan that you no longer want, go to the Dashboard, select “Equity Plans,” then “Plans & Vesting.”
1
Click on the name of the Equity Plan to make sure it is empty.
2
If it is empty, go back to the “Plans & Vesting” page, hover over the equity plan and click “delete.” If it is not empty you can still delete it, but it will delete all of the issuances that are inside of it. If you are unsure of what you want to do here, contact support@capshare.com.
3
If you are looking to delete an issuance, check out this support article Here
 
If you are looking for information about changing data for one certificate/issuance, check out this support article Here 
 
If you have multiple (10+) certificates to adjust, go to the Primary Issuances page to make changes there. You can contact support to help walk you through this process.

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