There may be certain instances where duplicate shareholders are listed, such as entering a typo when recording their holding. You can follow the steps below to merge the shareholders.
- First, go to Shareholders in the left menu.
- Once on the Shareholders screen, check the box next to each shareholder that you would like to merge together. If you have a lot of shareholders, it may be helpful to use the search function in the top left section.
- Once the shareholders have the box next to their names checked, go to Actions in the upper right hand corner, then click on Merge Shareholders.
- At this point you will be prompted to select a surviving shareholder. This is the shareholder that will remain in the cap table and all holdings between them will now show up under this shareholder. Non-surviving shareholders will be deleted. After selecting the surviving shareholder, click Merge.