How do I see the holdings of my entity or trust?

Go to your dashboard and click the arrow by the dropdown on your name.

To view any investments held under your entity, first navigate to your Netcapital dashboard. You should see a small drop-down arrow on the field with your name. If you click that arrow, you’ll be able to see the option to change accounts and view your entity account. Please select your entity from this list. Once selected, you will be able to view all investments and other relevant information for your entity.