How to add a new share type

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When adding a Subscription/Allotment, type the desired share type into the Share Type field when entering the Subscription/Allotment. If the share type does not exist, Click + to add new 

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The ADD NEW SHARE TYPE menu will display.

Type in your new Share Class and select Add

 

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Enter corresponding information in the relevant fields.

Note: The Share Class cannot be more than four characters.  

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