Transfers
​We have applied some changes to the process of how Transfer In and Transfer Out transactions are updated. Transfer Out transactions are now editable and the changes made will also update in the Transfer In. The fields within a Transfer Out are only editable when the transaction is in any status other than Closed/Settled.

EdgeLink
​We have updated the format of advisor reassignment changes in the Pending Updates tab so that the changes resulting from the reassignment are communicated more clearly. We have also applied some updates to the tab titles in order to make them more concise and easier to navigate.

Offering Toggles
​We have removed the ‘Show Account/Additional Calculation’ toggle from the options of an offering as its functionality has been retired.

Securities Held By Investor
​We have applied an update to the Securities Held by Investor table within the overview tab of an investor profile to sort items alphabetically based on the Issuer and Offering name.