Shares
Open a share account in its own workspace.
A share account has its own workspace — not the client header or section list. Open one from a client’s Shares section. The product that account was opened on is defined under Share products.
The top of the page keeps the account number, status, account type (with an icon), product, a link to the client, and approved shares, then splits into sections:
- Overview — holdings (approved shares, pending approval, market price and value, linked savings) next to product, requested shares, and important dates. Amounts use the currency code.
- Transactions — purchases and redemptions, 25 to a page (you can choose 10, 50, or 100). Filter by transaction date and type; the address bar keeps those filters. Reversed postings are hidden until you turn on Show reversed. Pending additional purchases can be approved or rejected from the row menu.
- Charges — fees on this account (read-only for now).
Actions depend on status and your permissions. Commands that need a date or share count open a docked sidebar over the account — the header stays visible. Confirm-only commands (undo approval, approve or reject a pending purchase) ask you to confirm.
Typical work from the share account header:
- Pending — approve or reject the application.
- Approved — activate, or undo approval.
- Active — apply for additional shares, redeem shares, or close the account. When the account is active and has approved shares, Download certificate saves a PDF of share ownership (member, account, approved shares, market price, and signature lines). Amounts use the currency code.
From a client list, clicking a share row opens this same workspace.
Import shares (Institution) bulk-creates share accounts or purchases additional shares from a spreadsheet. See Import shares.
Troubleshooting
| What you see | What to do |
|---|---|
| "Open a share account from a client" | Click a share account on a client. |
| Account missing or not loading | It may have been closed — tell your administrator. |
| No Download certificate | The account must be active and have approved shares. |
This walkthrough matches the written guide on this page.
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