- Go to constituent record.
- Click Add Payment under Tasks.
- Enter the applicable payment information.
- For the payment method, select Stock
- Altru requires you to enter the Median Price per share and the Number of units. The median price multiplied by the number of units must equal the amount of the payment.
- Enter Issuer, Stock Symbol, the Low Price per share, and the High Price per share if desired.
- Click Save.
See our related Knowledgebase Solution: How to sell stock in Altru (BB756468)