How to download Share Certificates

Question

How can I download a Share Certificate?

Answer

  1. Open the Company Profile by navigating to Menu > Companies.
  2. Click on the name of a Company and click on "See Full Profile"
  3. Within the Company Profile change the drop-down box in the top right-hand corner from "Main" to "Shares", or "Share Summary" if Managing Transactions is enabled.
  4. Click on the blue plus to the left of the Allotments table, or Member Holding Balances table if Managing Transactions is enabled.
  5. Select the PDF icon on the right-hand side.
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  6. This will download the Share Certificate as a PDF.
    2023-12-04_10h22_33.png
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