User can modify an existing Forward Certificate Transfer at any time as long as the Forward Certificate has not been accepted. Below are the steps on how to modify a Forward Certificate.
1. Navigate to the Forward Transfer inbox.
2. Click on name of the Forward Transfer. In this case it is Test.
3. There are only a few fields you can modify. Listed below are things that can be changed.
- Forward Certificate Name
- Percent or Fixed
- Begin Vintage
- End Vintage
- All or Nothing/Partial Fill.
4. After updating the field, hit save and the forward certificate fields will be updated and the transferee will be notified of the new changes.
Note: Account holder cannot be modify. Please delete the forward transfer by hitting delete in the Edit Forward Certificate Transfer screen and create a new forward certificate transfer.