Shareholder notes

Adding notes about shareholders can help you clarify specific information regarding each individual shareholder. These notes are beneficial for centralizing internal information and may also be useful for enhancing the share register by providing additional context to clarify particular situations.

This article provides a step by step guide on how to add, adapt or delete a shareholder note.

Add a shareholder note

Learn how to add a a shareholder note and how to add this note to the share register (PDF export).

Please note that when you add a shareholder note to the share register, only the content of the note will be visible, while the title will not be displayed. The shareholder note will appear at the top of the shareholder's page.

Below you can find a step by step guide on how to add a shareholder note.

For detailed instructions, click 'Start tutorial' below.

Step-by-step:

1. Go to the register and click on the tab 'Shareholder notes'.
2. Click on 'Add shareholder' or 'Add all shareholders'.
3. Click on 'Edit' and on 'Add note'.
4. Complete the title and the content. To add the note in the share register, select the checkbox.
5. Once finished, click on 'Save'.

Adapt a shareholder note

Below you can find a step by step guide on how to adapt a shareholder note.

For detailed instructions, click 'Start tutorial' below.

Step-by-step:

1. Go to the register and click on the tab 'Shareholder notes'.
2. Click on 'edit' next to the note.
3. Make the necessary changes.
4. Once finished, click on 'Save'.

Delete a shareholder note

Below you can find a step by step guide on how to delete a shareholder note.

For detailed instructions, click 'Start tutorial' below.

Step-by-step:

1. Go to the register and click on the tab 'Shareholder notes'.
2. Click on the 'garbage bin' icon next to the note.
3. To confirm, click on 'Yes'.