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How do I switch between holdings in the same company?

How to switch between holdings in the same company

Victoria Tran avatar
Written by Victoria Tran
Updated over a year ago

If you have an account with access to multiple holdings within the same company, you can view the holdings by following the steps below:

  1. Sign in to LIQUIDISE using your email/User ID and password.

  2. On the Investor Holdings page, select the investor you want to view the holdings for in the list. (Image 1)

  3. You will be directed to the investor holdings page. (Image 2)

  4. To return to the list, select the 'Switch holding' link. (Image 2)

Image 1 - Investor Holdings List

Image 2 - Investor Holdings

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