|New Features and Enhancements|
|User Experience Updates|
Bulk Upload for Manual Accounts (Add/Update/Delete)
The bulk upload for manual accounts allows clients to add, update or delete accounts, making it more convenient for non-custodial accounts.
The status page is a new feature that allows Clients to view the ingestion status of the current day’s data files.
- Searching for Invoices
- Updated Cost Basis Transfer Matching Logic
- Update Corporate Action Logic for Splits and Security Symbol/CUSIP Changes