I clicked on New Roster and received an Online Transaction Error stating “No shareholders were added to roster.” How do I add shareholders to a roster?
For a shareholder to be added to a roster, allocations must be assigned to each shareholder on the Plan Details page, prior to creating a roster. Assigning allocations to the shareholders will automatically add the shareholders to the roster. Once this has been completed, you will be able to click on New Roster, and access the Roster Details page. Please refer to the User Guide for further details on assigning allocations to shareholders/participants.
Related Questions
- I clicked on New Roster and received an Online Transaction Error stating "No shareholders were added to roster." How do I add shareholders to a roster?
- What if I encountered an error while trying to make an online payment or received a transaction failure email?
- What if I encounter an error while trying to make an online payment or received a transaction failure email?
