This feature provides the ability to transfer an Investor's Stake in a Partnership to another Investor and to track the transfers.

1. Open a Partnership window
2. In Main Investor tab, select the Investor you would like to transfer all or part of its Stake from
3. Click Transfer Stake

Note: This can be done from either the Main Investor tab or the Profit Share tab.

1. A Transfer Stake from window pops up
   In New Investor field, select the Investor you would like to transfer the Stake to
2. If the new Investor has more than one Bank Account, there will be a dropdown to select the Bank Account to use
3. Enter the date of the transfer under Transfer Date
4. Enter the Stake % you wish to Transfer
   The transferred Stake % can be edited to be less than the full Stake of the Investor the Stake is being transferred from, in which case the original Investor will remain invested in the Partnership with a reduced Stake
   The system will not allow the ability to enter a % higher than the original Investor's full Stake as you cannot transfer more than what the Investor has
5. Click OK

If you chose to transfer the full Stake (like in the screenshot above), the original Investor is removed from the list and the new Investor is added to the list with the Stake.

If the Investor you chose to transfer to already has a Stake in this Partnership, the new Investor remains on the list with a higher Stake % (original Stake plus Stake that was transferred to him).

If you chose to transfer only part of the Stake, the original Investor remains in the list with a reduced Stake % and the new Investor is added with the Stake % that was transferred.

There is a Transfer Log tab that shows the details of all Stake transfers between Investors of the Partnership.

 It is also possible to view the transfer log from the Investor details window, Partnership tab, Stake Transfer Log sub-tab. This log shows transfers made to and from the Investor.