---
title: How do administrative (affiliate) transfers work?
description: Learn how administrative (affiliate) transfers work on Sydecar, when the same control person is confirmed automatically, and when relationship documents are needed.
---

[Skip to content](https://help.sydecar.io/how-do-administrative-affiliate-transfers-work#main-content)

[![Sydecar\_Logo](https://help.sydecar.io/hubfs/Sydecar_Logo.svg)](https://help.sydecar.io/?hsLang=en)

Open main navigation

Close main navigation

- [Go to Sydecar Homepage](https://sydecar.io/)

[Go to Sydecar Homepage](https://sydecar.io/)

 Hey there! How can we help you?

- There are no suggestions because the search field is empty.

1. [Help Center](https://help.sydecar.io/?hsLang=en)
2. [Investors](https://help.sydecar.io/investors?hsLang=en)
3. [Post-Closing](https://help.sydecar.io/investors?hsLang=en#post-closing)

# How do administrative (affiliate) transfers work?

Start the transfer and answer yes to the affiliate question. If the same person controls both profiles, Sydecar confirms it automatically. Otherwise, the existing investor will upload documents confirming a relationship between the two parties (see *What is an affiliate/administrative transfer*).

- **Same control person.** For example, an investor moving their interest to their own LLC. No documents are needed, and the investor can create the receiving profile during the transfer and sign for both sides.
- **Different control person.** For example, a transfer to a child's trust managed by a spouse. Upload [documents confirming the relationship](https://help.sydecar.io/affiliate-transfer-documents?hsLang=en), and Sydecar reviews them before anyone signs.

If the relationship can't be confirmed, the transfer is treated as a sale.

Still have questions? Contact our Deal Operations team at [operations@sydecar.io](mailto:operations@sydecar.io).

- [Deal Leads](https://help.sydecar.io/deal-leads?hsLang=en#main-content)

    - [Onboarding & Profile Management](https://help.sydecar.io/deal-leads?hsLang=en#onboarding-profile-management)
    - [Setting up your SPV](https://help.sydecar.io/deal-leads?hsLang=en#setting-up-your-spv)
    - [Fundraising](https://help.sydecar.io/deal-leads?hsLang=en#fundraising)
    - [Closing / Post-Closing](https://help.sydecar.io/deal-leads?hsLang=en#closing-post-closing)
- [Investors](https://help.sydecar.io/investors?hsLang=en#main-content)

    - [Onboarding & Profile Management](https://help.sydecar.io/investors?hsLang=en#onboarding-profile-management)
    - [Investing / Funding](https://help.sydecar.io/investors?hsLang=en#investing-funding)
    - [Post-Closing](https://help.sydecar.io/investors?hsLang=en#post-closing)
- [FAQs](https://help.sydecar.io/faqs?hsLang=en#main-content)

    - [Compliance](https://help.sydecar.io/faqs?hsLang=en#compliance)
    - [SPV](https://help.sydecar.io/faqs?hsLang=en#spv)

[![Sydecar\_Logo](https://help.sydecar.io/hubfs/Sydecar_Logo.svg "Sydecar_Logo")](https://sydecar.io/)

© 2026 Sydecar, Inc.