To add a shareholder, first go to Settings on the left-hand menu of the client’s dashboard, go to the Shareholder section and click on the Edit button in the top right-hand corner.  

Click on the Add Shareholder button and then enter any relevant information such as First Name, Last Name and Address. 

Once the Shareholder has been added, click on the Share Options icon and then enter the relevant information such as Share Type, Effective Date and the amount of shares. Once this is done, click Save.