Contract Note documents | Voters

Contract Note documents

complete

Sybtain Badami

Ability to retrieve contract notes e.g. for buy transactions from the pearler platform. Also to upload and store them for holdings transferred into pearler which may have been bought from an external broker.

August 23, 2021

Ruben Phillips

Hi Hayden and the Pearler Team,
I can see the transaction list and the filter settings good work there. Would it be possible to include a search function eg type in A200 and all the transactions related to A200 appear?
Thanks

Hayden Smith

marked this post as

complete

Hayden Smith

Hi everyone, we will be releasing a new transactions page in the next couple of weeks, but for those following at home you can view it here: https://pearler.com/transactions/history

It has the ability to download contract notes from the site

Hayden Smith

marked this post as

planned

Working on this currently

Matt

Would be great to have these stored in the platform so you can always download the again.