Mutual Shares

Mutual shares can be managed within Current, from creating a shareholder profile for an account to transferring stocks during a Move out.

Add/Edit Shareholder

To view, edit, or add a shareholder to an account, navigate to the desired account and look for the pencil icon.

Select Mutual Shares > Share Information

When the pencil icon is selected, you can then update the share information.

View Shareholder List

To quickly view shareholders within the system, navigate to the Shareholder section in Current. From there, you can edit some information, export a list of shareholders, or, if a voting form has been configured under Settings > Communications > Forms. The option to complete the form will appear next to each shareholder.

Form Set Up For Voting

Navigate to Settings > Communications > Forms > + New Form

To ensure the form appears in the Shareholder section for proxy voting, the identity type must be Shareholder.

Once the form is submitted for the shareholder, the information is saved within the account in Mutual Shares and can be seen when the Last Voted Date was.

Transfer Shares At Move Out

Shares can be transferred at Move Out once the Move out Process is initiated.

Navigate to the Service Transfer in progress within the account.

Got through the move out process until Stock Transfer is seen.

Choose the class of shares and the amount of shares to be transferred; this can be seen before selecting Transfer. Once Transfer is selected, the shareholder will be updated and the shares will be transferred.