How to Deal with Accidentally Deleted Securities and Equity Plans

If you’ve accidentally deleted holdings for 1-10 shareholder’s information, your best bet is to re-enter that information manually.

If the deletion is more significant, such as deleting an entire security, equity plan, or cap table, please contact support as soon as possible. We will attempt to recover your information for you from backup databases. If successful, you will be emailed an Excel file within 3-5 business days. You will also be required to copy/paste the information back into your account manually.

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