What Will Shareholders See When They Access Their Account?

By default, shareholders are invited on a “Restricted” access basis. This means that they can only see their own shareholder profile and holdings. When logging in, they’ll see a list of companies that they hold shares under:

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To view their holdings, they only need to click on the company name. They’ll be taken to an initial summary that lists their issuances:

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They can click on any of the IDs in the left column, or on their name, which will take them to either their shareholder profile or the respective issuance page:

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