Issuer and Offering Document Notifications

When a document is uploaded to the Issuer and Offering Update document tables (with the Send Email setting turned on), investors that have a 0 unit position for over 15 months will not receive an email notification from the system.

EE-Sign Notifications

Within the Notification Settings panel, users who do not have the EE-Sign module enabled will no longer see the EE-Sign tab appear.

Account Currency Selection

When advisors and assistants are selecting the investor's account while creating a new Buy transaction, the account currency is now displayed in the drop-down menu.

Imports Module

While uploading data to the Imports Module the file type must be .xlsx, any other file type will not be processed.

Investor Portal

Parentheses have been added back to all debit transactions (Buys, DRIPs, New Positions and Transfer-Ins) within the investor portal transactions table.

Connected Advisor Filter

An update was applied to the Connected Advisor filter so that Branch Managers and Assistants can filter for the respective individuals that they are connected to. Meaning that Branch Managers can filter for the advisors in their team and assistants can filter for the advisors that they are linked to.