Transaction Filters

Through the transaction type filters in the system, we have added DRIP/ROC and DRIP/INTEREST as selectable options. This will allow you to select both the respective ROC and INTEREST transaction types with their corresponding DRIP transaction.

Investment Actions

A new automated investment action has been added which will be created whenever an Investor Contact is set as a Trusted Contact.

Province Fields

We have replaced the abbreviated 'BC' province option with 'British Columbia' across the system.