Download an investor's holding statement

You can download a copy of an investor's holding statement by:

1. Find the investor either from the search feature, cap table or investor list, and click on their name to access their Investor details page.
2. Click on the Holdings tab.
3. Expand the holding you wish to grant Read-only access to by clicking the + icon.
4. From the Holding statement panel select your desired Date range for the holding statement. 
5. Click the Download link to download a PDF copy of the holding statement to your device.
6. If the investor account has more than one holding a link to download holding statements for all holdings will be available. Click this link to download statements for all holdings.