① On your Equify dashboard, go to the Accounts menu.
② For the relevant account, click on the 3 dots at the end of the line and then on Create holding statement.
③ Indicate the date at which you wish to generate your holding statement. This will cause the holding statement to display the status of the account portfolio on the specified date.
④ If required, you can write a comment in the provided field.
💡This may be useful if you wish to indicate that securities in this portfolio have been claimed as a collateral for example.
⑤ If you want your document to be signed by a company representative, click Yes and select the signatory from the contacts' list of your Equify account. Complete their personal information if necessary.
💡If you choose this option, you can find your signed document in your Equify library.
⑥ In case you do not want to have your statement signed, indicate whether you want to add it to your Equify library or directly export it as a PDF.