Investment Actions
​We have applied an update so that when updates are made to an account, an automated investment action is created. Users will have the ability to track account changes through these updates.
​
​Account Updates
The action will trigger any time there is an update to: Trust Company/Bank, Account Type, Account Number, Description, External Application Reference, Transit Number, How to Pay, Instruction and Swift Code.
​
​DRIP %
The action will trigger an update when the saved DRIP % changes, which can result from the following actions: New Purchase, Income with different reinvestment percent, Batch Income with different reinvestment percent, Transaction Uploader, Transfer In, Full Redemption, Full Transfer Out, and updating it via the drip icon.
​
​Investor Profile Updates
The action will trigger when the following fields within an investor profile are updated: Email, Address, Province, Postal Code, Country, Primary Phone, Investor First Name, Investor Last Name, and Communication Preference.
​
​Performance Statements
​We have made verbiage updates to Investor Performance Statements to more precisely reflect the performance of investor holdings.