Download Your Holding Statement

Download your holding statement as a PDF to save on your device, access anytime in your My Cake documents, or provide to your accountant when requested.

Note: Only stakeholders can download their own holding statements. Company admins cannot download holding statements on behalf of stakeholders.

1. Log into My Cake at app.cakeequity.com/portal

2. Click Portfolio in the main menu

3. Click View on the holdings you want to download

4. Click the download icon on the holding statement in the top right corner

   

5. Choose your date range from the presets or enter custom start and end dates

   

6. Click Download

You'll see the holding statement download as a PDF to your device and a copy saved in your My Cake documents section for future access.

Still need help? Contact our support team through the chat or create a support request via the Help Centre