In this article, you will learn how to sort uncertified shares without certiificate codes.
These days, uncertificated, or book-entry shares, are quite common. Using Unity® Entity Management, you have the power to sort uncertificated shares without certificate codes.
From an entity record, navigate to Securities > Ownership
From the Transactions tab, click +New to begin an Issuance
Enter the appropriate Details and Holding Selection and then from the Certificate tab, select the ‘Uncertificated Shares’ option
Once selected, you'll notice that the Certificate Code defaults to N/A - that's because Uncertificated Shares no longer have Certificate Code applied.
From this screen, you’ll also be able to determine the order in which the certificate will be listed (sort order) both for default viewing in Unity Entity Management and when generating documents.
Click the Preview tab to see all the details for the issuance. Then select Create and see your new Uncertificated (un-coded) Shares!