Download Your Holding Statement
Your holding statement is a snapshot of your equity holdings at a given date. You can download it as a PDF at any time from your portfolio.
Note: Only you can download your own holding statement. Company admins cannot download holding statements on your behalf.
Download your holding statement
Log in to My Cake at app.cakeequity.com/portal.
Click Portfolio in the main menu.
Click View on the holding you want to download.
Click the download icon in the top right corner of the holding statement.
Choose your date range: select from a preset or enter custom start and end dates.
Click Download.
The statement downloads as a PDF to your device.