To change the amount paid for shares, do the following:
Click the Folder button on the Shareholder/Stockholder panel on the Company Snapshot.
Please Note: If the Shareholder/Stockholder panel is not present on the Company Snapshot OR you would like to edit a no longer current shareholder transaction navigate to the Shareholder/Stockholder Summary Screen for the company that issued the shares and click Transactions.
If accessing the transactions using the folder icon on the Snapshot, you can then select the ellipsis icon on the relevant transaction to edit. If accessing through the Shareholder/Stockholder screen, click on the Edit icon next to the transaction to be modified.
In the "Payment Details" section, change the value in the "Price Paid Up Per Security" field as required.
Click the Save button to save the change to the amount paid.




