CAS Import - Include transactions of Other ARN

You can now import transactions data from CAS file for Folios that have transactions under your ARN and in other ARN as well.

Earlier, we used to rejected such folios that have already been created from RTA feed upload. Now, we will exclude this existing data from CAS file and take the other ARN's data only.

This way the complete Portfolio report of a Client can be generated.


Team InvestWell

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