When an investor initially connects to your platform, an account is automatically generated. Moving allocations between accounts changes the owner of an allocation.
If an investor has contributed through multiple accounts, and you want to consolidate their allocations in one investor portal, you can move their allocations to the account of their choice.
If an investor's wallet has been compromised or hacked, it is imperative that you move all the investor's allocations to a new account of the investor's choice. Until you move the allocations to a new account, the allocations are still at risk.
🔄 How To Move An Allocation [Basic Guide]
1️⃣ Click on the Deal you want to move an allocation for.
2️⃣ Navigate to the Fundraising tab.
3️⃣ Click on the Investor you want to move an allocation for.
4️⃣ Navigate to the OTC tab within that investor's modal.
5️⃣ Select the Allocation you want to move. You can only move one allocation at a time.
6️⃣ Add the New Account Wallet Address you want to move the allocation to.
7️⃣ Click Transfer OTC. The allocation now belongs to the new account you have chosen.
🔄 How To Move An Allocation [Advanced Guide]
Step 1: Click on the Deal you want to change the account in.
Step 2: Navigate to the Fundraising tab.
Step 3: Click on the Investor you want to change the account for. You can use the search bar to easily find specific investors.
Step 4: Navigate to the OTC tab.
Step 5: Choose the Allocation you want to move to the new account. You can only move one allocation at a time.
Step 6: Add the Wallet Address of the account you want to move the allocation to. Ensure that you are moving the full allocation in question.
Step 7: Click Transfer OTC. The allocation now belongs to the account you moved the allocation to. It will appear in the investor portal of the new account.
📦 Is it possible to move allocations in multiple deals to a new account at the same time?
Currently, it is not possible to simultaneously move allocations in multiple deals to a new account. Allocations can only be moved to a new account in one deal at a time.
In the future, we will add support for moving multiple allocations simultaneously to a new account.