Selling or transferring investments

Sometimes you need to change who owns your investment or transfer it to someone else. Both involve updating your ownership, but they work a bit differently. ## What are you doing? **Changing Investment Ownership (Who It Belongs To):** You're moving your investment from personal to business ownership (SSN to EIN), or transferring it from one entity into your own name. **Selling or Transferring to Someone Else:** You've found a buyer and want to transfer your investment stake to them. ## For changes within your ownership Whether you're changing to business ownership or consolidating into your name, here's the process: **Information We'll Need:** Fill out [this quick form](https://noteforms.com/forms/investment-transfer-requests-zjra90) to enter the queue and provide some basic information about the transfer type. **How It Works by Investment Type:** **For Custodian or SPV Investments:** We'll prepare transfer documents for all parties to sign online. Once everyone has signed, your investment details are updated internally (this won't show as a visible change on your portfolio page). **For Direct Investments:** We'll connect you with the company founder or the right contact so you can coordinate the change directly with them. **If You're Changing to Business Ownership:** You'll need to upload documents proving you own the entity, typically articles of incorporation or similar ownership paperwork. ## For selling/transferring to a buyer **Who Can You Sell To?** Your investment's age determines who you can sell it to: - **Within the first year:** You can sell to a family member or an accredited investor. - **After one year:** You can sell to anyone. **The Process:** First, find a buyer who meets these requirements. Once you have a buyer, you'll both need to sign a formal transfer agreement. This is a legal requirement for all transfers. The type of subscription agreement you signed when you invested determines how we handle the rest: **For Custodian or SPV Investments:** Wefunder manages the process and provides the formal contract for you and your buyer to sign digitally. **For Direct Investments:** You'll work directly with the company. We can introduce you to the founder or relevant contact to arrange the transfer. **About Payment:** You and your buyer handle the payment directly between yourselves. Wefunder doesn't process or mediate these payments. It's entirely between you two. **No Transfer Fees:** There are no fees charged for investment transfers or ownership changes. You can update your ownership without any costs from Wefunder. ## Next steps Tell us which investment you want to change and what you're changing (ownership type or selling/transferring to a buyer). We'll figure out what type it is and walk you through the process.