Download an investor's holding statement

Each investor who has been issued or transferred shares, or had shares redeemed, will have a holding statement.

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

1. Searching for the investor using the search icon on the menu bar.
2. From the Investor details page below their Security details, there is a Holding statement panel, as shown below. 
3. Select your desired Date range for the holding statement. 
4. Click the download link to download a PDF copy of the holding statement to your device.

Below: the Holding statement panel on the Investor details page