1
Go to the Holders page and click the New Holder + button (Figure 1).
Figure 1. The button to create a new holder.
2
A window will open where you can choose the type of holder that you want to create.
- If you select Individual (Natural Person), you will be redirected to the New Holder page, where you can specify the information of the individual.
- If you select Corporate (Legal Person), you will be redirected to the New Holder page, where you can specify the information of the company.
3
Fill in all the necessary information and click Save.
4
If the creation is successful, you will receive a confirmation message, and the list will refresh to show the new Holder.