Why are my Convertible Notes showing up as Preferred Stock?

If you used Quick Add to enter your investments, Seraf defaults to Preferred Stock as the security type. However, you can easily change this by editing the round in Portfolio Management. Just select the correct security type from the drop down, add any additional details you want to include, such as maturity date, interest rate, etc. then click Save.


Have more questions? Submit a request


Powered by Zendesk