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Delete a shareholding

Learn how to delete a shareholding if you've made a mistake when setting up your register.

Victoria Tran avatar
Written by Victoria Tran
Updated over 3 years ago

If you've made a mistake when allocating shares, you can delete the entire shareholding from the register by following the steps below:

  1. Hover over the shareholding you want to delete and select the checkbox (Image 1) on the right hand side (you can also select all by clicking the checkbox in the header row at the top of the register table).

  2. Click on the Delete button.

Image 1 - Delete Shareholding button

3. Review the confirmation window and click delete to confirm (Image 2). Clicking delete will result permanently delete all transactions for the shareholding you've selected.

Image - Confirm Deletion Window

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