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Zero Unit Values on Statements - Issuer
Zero Unit Values on Statements - Issuer
Exempt Edge avatar
Written by Exempt Edge
Updated over a week ago

There are a couple instances where an offering will no longer appear on a statement - if the investor no longer has any shares in the offering, then it will only stay on the statement as long as the Issuer has set for this. This time frame can be set in the admin section.

(Admin - Statement Settings - Edit Details)

Some Issuers have set this to 90 days, so that investors will only receive one more quarterly statement with that offering on it and then following statement batches will no longer show it. The default in the system right now for all Issuers is 365 days - so, you’ll want to configure this to fit your business.

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