Cook Direct Trade
Your Portfolio, Unfiltered
Sign in to access your direct investment dashboard — real-time holdings, quarterly reports, deal documents, and capital call schedules in one place.
- Live holdings
- Deal documents
- Tax reports
- Capital calls
Need help accessing your account? Call (213) 384-6272 weekdays 8 AM – 6 PM ET, or email contact@cdqtrade.com and we'll respond within one business day.
Not a client yet? Book a free consultation to learn how direct investing works.
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Important Disclosures
Past performance is not indicative of future results. All investment returns referenced on this site are historical and do not guarantee future performance.
Investing involves risk, including the possible loss of principal. Direct investments in private markets are illiquid and may result in partial or total loss of capital.
Cook Direct Trade is registered as an Exempt Market Dealer with the Ontario Securities Commission (OSC), Registration No. EMD-2010-4827. Member of the Mutual Fund Dealers Association of Canada (MFDA), Member No. 7493. FINRA broker-dealer cross-border advisory reference No. BD-2014-0312. SEC-registered investment adviser under Form ADV, File No. 801-79431. All advisory services subject to KYC and AML compliance programs under Canadian securities regulation.