Compliance docs: We are frequently updating our compliance documents to meet new regulations. This time around, we've added two new sections to New Brunswick disclosure document: “Conflict of interest disclosure” and “Commission disclosure”.

Validations: We turned a validation for exceeding 99% TDS into a warning, and added a new validation to ensure that, if a tax amount is entered, a tax year is also entered.

Finmo API: Our new user-friendly API documentation will help you get started with the Finmo API. Learn more

An issue preventing multiple documents to be added to an e-sign package simultaneously is now fixed.

Validation no longer fails when deleting an income source.

Suitability disclosure form can now be generated without any issues.