Statement Settings
​We have applied a toggle update in an offering’s settings so that users can choose to exclude offerings from different statements. Previously, when the ‘Show Position’ toggle was turned off within an offering, all the investment values would still be included in the performance statements. After our update, there is now a singular toggle titled ‘Show on Statement’ that controls whether or not that offering is included in the ‘Account Statement (Activity’), ‘Account Statement (With Position Cost)’ and performance statements.
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Additionally, if the ‘Show on Statement’ toggle is turned off for all offerings that an investor owns, they won’t be included in a statement batch.
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​Investor Export
​We have applied an update so that ‘ID Number’ (identification number; i.e. passport/drivers license number) is included as a header in the Investor Export.
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​Trustees
​We have added new trust companies Central 1 Trust Company, Haywood Securities Inc. and Leede Financial Markets Inc. into the system.