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How do I change the name of a shareholder?
Alison Perkins avatar
Written by Alison Perkins
Updated over 2 months ago

When changing the name of a shareholder, it's important to know whether this change needs to be reflected in the transaction history of your share register. If it does, you will need to enter a share transfer.

You may want to change the name of a shareholder because:

  • the name has been spelt incorrectly

  • you would like to add a middle name (an individual has been recorded with a first name & last name only)

  • the shareholder name has officially changed (eg. through marriage or a change of company name)

To change a shareholder name you will need the assistance of the Orchestra Team. Please email us on: companies@orchestra.io

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