Investor Statements
βA correction has been applied to the function that determines whether an investor should receive a position statement; DRIP units are now included in the calculation.
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βTransactions Module
βWe have applied an update so that when filtering for transactions, Transfers and Conversions do not appear simultaneously in the Transactions table when filtering for either one or the other. Returned results will be exclusive to Transfers or Conversions depending on the criteria entered and users will no longer be able to filter for both Transfer and Conversions at the same time.
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Written by Exempt Edge
Updated over a year ago