You can adjust ownership percentages for entities to ensure they are accurately reflected in the Ownership Balance Sheet by editing ownership within the Entity Card directly.
To begin, you’ll need to find the entity you want to edit:
In the client’s profile, navigate to the People & Entities tab.
Find the Entity Card you wish to adjust ownership for.
Within the Entity Card, scroll to find the "Add Owner(s) of Entity" button
4. Here, you will set ownership of the entity and assign percentages.
5. Save the Entity Card.