All Collections
Converting share classes
Converting share classes

In Ledgy you can convert the share class of a stakeholder to another share class.

Support Team avatar
Written by Support Team
Updated over a week ago


If a new share class has been created and you want to update the share class of a shareholder, you will learn how to do that in this article. So this article is about how to convert the share class of a stakeholder.

How do you convert the stakeholder's share class?

  1. Go to Ownership > Transactions > Add Transaction > Other transactions > Class conversion.

  2. In the modal, you define when and how many shares from which stakeholder you want to convert to which share class. Furthermore, you can optionally attach documents and an internal note.

  3. By clicking on the Save button, it will create a Share Conversion transaction.

Did this answer your question?