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How To Edit An Equity

Learn how to edit equities, AKA securities, that have already been created.

Prior to getting started, you will need the following:

Step 1: Getting Started

  • Hover over “Capitalization” in the main navigation bar, and then click “Equities” in the drop-down menu
  • Click the vertical three dot menus of the equity you want to edit and then click “Edit”

Step 2: Equity Details Form

  • From here, you can edit the information that has already been added, or you can add additional information by filling in the form
  • Click the “Save” button
This completes the process of editing an equity
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