You can download a copy of an investor's holding statement by:
- Find the investor either from the search feature, cap table or investor list, and click on their name to access their Investor details page.
- Click on the Holdings tab.
- Expand the holding you wish to grant Read-only access to by clicking the + icon.
- From the Holding statement panel 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.
- 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.