How do I fix missing AOI documents or share class versions?
If your company has missing AOI (Articles of Incorporation) documents or unmatched share class versions, a banner will appear at the top of the Manage share classes page to alert you.
👉 To find this page:
Navigate to Essentials → Manage equity → click the Manage share classes drop down → Create/edit share classes.
Click the banner to review the data originally entered on the Manage authorized shares page. This helps you identify what information might be incomplete or missing.
Select Edit to begin updating the missing information.
You’ll be prompted to upload the AOI document. Once uploaded, our data extraction tool will automatically pull the necessary information from the file.
After reviewing the data, save your updates. A new version will automatically be created in your share class records.
You can also identify data issues (including missing AOI or mismatched versions) directly from the Account health checks page.
Click Modify on any flagged entry to return to the edit step and resolve the issue using the updated interface.