video1.0<iframe src="https://www.loom.com/embed/d2853bbc53a949a6abc7cb22b0376ee4" frameborder="0" width="1280" height="960" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>9601280Loomhttps://www.loom.com9601280https://cdn.loom.com/sessions/thumbnails/d2853bbc53a949a6abc7cb22b0376ee4-e4fe1876438c9a7d.gif123.926In this video, I walk you through the steps to action a transfer transaction within the Entity's Securities tab. First, you'll navigate to Ownership, then Transactions, and select the correct class before clicking the blue plus new button to initiate a Transfer. You'll enter the transaction details, including the number of shares and price per share, and select the appropriate holdings. Once everything is confirmed, you can save the transaction, which will appear as pending until finalized. Please make sure to follow these steps carefully to ensure a smooth transfer process.