This article explains how you can view your stock certificates for each company you have invested in. Your electronic Stock Certificate (once issued) is stored in your Shoobx Data Room.
Accepting Stock Certificates
When you view your stock certificate for the first time, you may be asked to accept that stock certificate after reviewing a brief explanation that the certificate is a replacement for a previously issued paper or electronic stock certificate.
In that case, the screen will appear as follows, and you will be asked to click the green "accept" button at the bottom right corner of the screen.
Viewing Stock Certificates
Once you've accepted your stock certificate(s), you can always return to Shoobx to view them along with any other company documentation to which you have acces.
Log in to Shoobx and if applicable, select the company whose stock certificate you want to view.
Note that, if you have roles in the company beyond being an investor investor, you'll want to be sure you have selected the "Investor" lens at the top right of your dashboard.
From the Shoobx Dashboard, select "My Documents" to go directly to your Data Room.
In the Data Room, you can either use the search bar or use the navigation tool and view the certificate under the 'Stock' Folder.
Should you need to download the stock certificate, you can do so using the "download" button towards the top left of the screen, under the certificate title.
If you have any questions, please contact us at email@example.com, and our support team will be happy to help!
Article is closed for comments.