1. Log into Cake

  2. Head to the Portfolio tab

  3. Click See Details

  4. Click Holding Statement in the top right corner

  5. Choose from the period presets or enter in the relevant Start Date and End Date that you require a holding statement for and click Generate Report

  6. The holding statement will download as a PDF to your download folder on your device and create a copy in the documents section of your Cake portfolio app.

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