Investor Portal
Within the Transactions History table in the Investor Portal, we have applied an update so that the Net Amount after fees and withholding tax is displayed for Income, Interest and Return of Capital transactions.
Advisors (Issuer Edge)
We have added the ability for advisors with an Issuer Edge login to export the Transaction Summary Report as well as the Securities Export for their assigned investors.
Securities Export
Within the Securities Export, we have updated column AL naming from 'Offering Trailer' to 'Is there a Trailer paid?'.
We have also updated column AR naming from 'Offering Available to Create Transactions' to 'Offering Available to Create Transactions (Active)'.