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:
- Searching for the investor using the search icon on the menu bar.
- From the Investor details page below their Security details, there is a Holding statement panel, as shown below.
- Select your desired Date range for the holding statement.
- 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