This article will address how to "Claim your Company". For when you've been added as the contact person for a company on Capdesk
When a company on Capdesk has registered shares owned by a company, there will be a contact person for that company.
If you are that person, you'll need to "Claim the Company" on Capdesk. This will allow you to see the shares of that company in your portfolio as a separate entity.
This will make you an administrator of this "Holding company" on Capdesk. You will not need to do anything on the account after claiming the company, this simply recognises you as the person overseeing the shares held by that company. You should then find the company listed under the Administrated section of your home page:
You can add others to see the shareholding of this company by adding them as an admin, this support article can show you how to do this: how-to-add-admins-and-viewers.
After signing up to Capdesk, log on and you can claim companies in two places:
2) You can also find the claim company page by clicking the icon of the person in the top right-hand corner of your screen. You'll find a section in your account settings named "Claim Your Companies" on the left side under "Status", an example picture below.
If you have been asked to claim the same company twice by an investor or by multiple investors, please contact support here.
If you have other questions relating to managing your portfolio or changing your personal details/settings, please read these other articles: