Thursday, June 30, 2011

Lite->Portfolio tax pack availability

The tax pack report within Lite->Portfolio->"2011 Report" link is scheduled to be available from Friday the 8th July 2011.

Clients should check the period of each report, as some clients data is only available for a part of the year, due to a new account, missing data feed or errors when transferring off market securities.

In the case of any missing data, you should contact your broker or advisor directly.