Selling or transferring investments

Investments made on Wefunder are illiquid: there's no public market for them, and Wefunder doesn't run a marketplace or buy investments back. The one way to sell is a Secondary Transfer to a buyer you find yourself. Most transfers are completed through an online transfer form on wefunder.com. Once you tell us which type of transfer you need, we share the transfer link directly in our reply. Each link works once, only for the account it was made for, and expires 30 days after it's sent. ## Transfer types and what you need first **Entity Transfer:** Moving your investment from your personal name into an LLC, trust, IRA or other entity you own or control. → The entity must already be added to your Wefunder account (Personal settings → Account information → Investing Entities → Add entity). You can't select it in the form until it's added. **Secondary Transfer:** Selling or gifting your investment to another person. → You need the recipient's full name and the email on their Wefunder account. For a gift or a transfer with no payment, leave the price empty or enter 0. **Company Repurchase:** The company buying investments back from one or more investors. → The founder requests the link and needs the list of investors and the price already agreed with them. If you're an investor, agree the repurchase with the founder first and ask them to contact support@wefunder.com for the link. **Beneficiary Transfer:** The original investor has passed away. See "Transferring Wefunder Investments After an Investor's Death: Estate Transfer Process." ## Rules and requirements **First year (Reg CF):** Investments made under Regulation Crowdfunding (Reg CF) can only be transferred to a family member or an accredited investor during the first year after purchase. After one year, they can be transferred to anyone. **All funds go through Wefunder:** For a sale, the buyer wires the purchase amount to Wefunder, and once it clears Wefunder sends it to the seller and confirms. Payments made outside Wefunder can't be processed, and off-platform or informal transfers can't be completed. **No transfer fees:** Wefunder doesn't charge fees for transfers or ownership changes. **Before you submit:** You need to be logged in with the email on your Wefunder account. The agreement is prepared in the account's legal name, so update your name in Account information first if it has changed. **Multiple buyers:** Each transfer link covers one buyer. To split an investment (for example 50/50 between two people), complete one transfer request per buyer: the first buyer's request, then a new link for the next buyer. ## What happens after you submit the form 1. Wefunder reviews your request. 2. You'll receive the transfer agreement by email to sign. Once you sign, Wefunder countersigns it. 3. For a sale, wire instructions are sent by email, and the buyer (or the company, for a repurchase) wires the funds to Wefunder. 4. Portfolios update within 5–7 business days after the agreement is countersigned. **Direct investments:** Investments held directly on a company's cap table (not managed by Wefunder) can't be transferred through the form and don't appear in it. Contact support and Wefunder will connect you with the company. ## Technical trouble If an error appears inside the transfer form, try completing it in Google Chrome on a desktop. If it persists, contact support@wefunder.com.