Selling or transferring investments

Sometimes you need to change who owns a Wefunder investment or transfer it to someone else. Most transfers are completed through an online transfer form on wefunder.com. Once you've indicated the type of transfer you need, Wefunder sends a transfer link to your Wefunder account email. ## What kind of transfer is this? **Entity Transfer:** Moving an investment from your personal name into an LLC, trust, or other entity you own or control. You must already have the entity set up in your Wefunder account (Personal settings → Account information → Investing Entities → Add entity). **Secondary Transfer:** Selling or gifting your investment to another individual. You'll need the buyer's full name and the email address associated with their Wefunder account. **Company Repurchase:** A founder buying back shares or notes from one or more of the company's investors. Use this if you're the founder and have already discussed the repurchase price with the investor(s). **Beneficiary Transfer:** The original investor has passed away. This flow has its own article — see "Transferring Wefunder Investments After an Investor's Death: Estate Transfer Process." ## How the process works The transfer link opens a form on wefunder.com where you'll pick the investments to transfer, provide the recipient's details, and submit the request. **Entity Transfers and Company Repurchase:** Contracts go to SignWell for e-signature once the form is submitted. **Secondary Transfers:** Both you and the buyer sign the transfer contract. When money is changing hands, Wefunder sends wire instructions to the buyer and coordinates the funds transfer. The buyer is responsible for sending the wire; you're responsible for collecting the amount transferred. **Direct investments:** For investments held on the company's cap table (not managed by Wefunder), the online form doesn't apply. Reach back out to support and Wefunder will connect you with the company directly. **Splitting a transfer between multiple buyers:** Each transfer link handles one buyer. If you're splitting an investment between two or more people, you'll need a separate transfer request for each buyer. Complete the first transfer, then request another link for the next buyer. ## Rules and requirements **Selling to a buyer:** Within the first year of an investment, you can only sell to a family member or an accredited investor. After the first year, you can sell to anyone. **Entity transfers:** The entity must already exist in your Wefunder account before you start the transfer. **No transfer fees:** Wefunder doesn't charge any fees for transfers or ownership changes. ## Technical trouble If an error appears inside the transfer form, try completing it in Google Chrome on a desktop. If the error persists, reach back out to support. ## Detailed overview of transfer types **Entity Transfer:** Moving your investment from your personal name into an LLC, trust, or other entity you own or control (e.g., consolidating into a holding company for tax or liability reasons). → Prerequisite: The entity must already be created and linked to your Wefunder account (Personal settings → Account information → Investing Entities → Add entity). **Beneficiary Transfer:** For heirs who are entitled to a deceased investor's holdings; you can take ownership under your own personal account, or route it into the deceased's estate. → Prerequisite: You need a Wefunder account and the deceased investor's Wefunder account email. You'll also need a death certificate plus signed/sealed court documents (e.g., a probate decree) proving you're the rightful beneficiary or estate representative. **Secondary Transfer:** Selling or gifting your investment to another person, with ownership changing hands immediately. → Prerequisite: You'll need the buyer/recipient's name and the email associated with their Wefunder account. Note: If it's a sale, you (the seller) are responsible for collecting payment directly from the buyer. Wefunder sends wire instructions to the buyer and coordinates the transfer, but doesn't handle the funds side of the transaction. **Company Repurchase:** A founder/company buying back shares or notes from one or more investors. → Prerequisite: The founder needs the list of investors being repurchased, the repurchase price/terms, and company authorization. If you're an investor (not the founder), you'll need to connect with the founder directly, discuss the transfer with them, and if they approve, ask them to request a transfer link. Reg CF rule: Investments made under Regulation Crowdfunding (Reg CF) can't be transferred for one year from the date of purchase, per SEC rules. During that first year, transfers are only allowed to a family member or an accredited investor. Once the one-year mark has passed, you're free to transfer to anyone. All transfers, regardless of timing, must be processed through Wefunder — we can't complete off-platform or informal requests.