Imports Module
To prevent inconsistencies, all templates provided in the Imports Module have been updated so that the date fields require YYYY/MM/DD formatting.
​
​Investor Search
​We have applied an update to the investor search bar that allows you to filter your search by Investor Name/Type, Email Address, Primary Phone Number, City, Province, Country, Postal Code, External ID, and Advisor. We have added ‘Account Type’ and ‘Province’ columns to the investor table. You still have the option to export all investors.
​
​Investor Overview
We have created a fix to ensure that buy transactions with an OM exemption in Approved, Approved - Funds Received and Approved - Awaiting Issuer status are included in the '12-Month Rolling OM Transaction' chart displayed in the overview tab of an investor profile.