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Move Investments

Overview:

Moving investments will move the investment, distributions, and documents to the new Investor, as if the new Investor made the original investment. **This should be used for corrections in the IMS system. If this is not a correction in the system, use the Transfer Investment feature.

Step 1: Click Projects on the top navigation. Choose the desired project.

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Step 2: Navigate to the desired class. Locate the investor to “Move Investment” located under the drop down arrow next to their name. 

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Step 3: Choose the contact that you would like to move the investment to. Click Move.

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