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Move Investments

Move Investment: This 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 Equity on the left sidebar. Then click the Project Summary tab. Choose the desired project.


Step 2: Navigate to the desired class. Locate the investor to “Move Investment”.


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


The new investor will appear in the list.


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