Access holdings and accept securities

Companies manage their equity and securities on They use to issue securities digitally, or record securities issued elsewhere on their digital security ledgers in

When companies issue stock to you via

  • You will receive an email about the issuance. If there are certificates and paperwork, they will already have been signed by the company officers.

  • Click on the orange button in the email to view your security in If it's your first time using, sign up for a new account. The sign-up screen will appear as such:

  • Once logged in, you will be directed to My Holdings view.
  • From My Holdings, click the security ID or Cert number, e.g. CS-24, to view the security details.
  • Review the security's details with relevant notices, certificates and other paperwork.
  • Click Accept Security or confirm that the details are correct.

If you have questions about the security, contact the issuing company. Its contact information is listed on the Support view in

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.