Discussions

My bank regularly provides SIR statements, but I have to manually go and ask for SCA statements which is a hassle. Why cannot Canopy process my data with only SIR statements as that has most of the details

Do you handle capital calls and entry of data for other private investments, such as valuation increases?

I have scanned a paper statement into PDF format. Why does processing that PDF incur a surcharge

My bank usually sends me SIR statements and I have to specifically ask for SCA statements, which is a pain. Can Canopy process data only on the basis of SIR statements?

I would like to get direct access to my Canopy database. Is that possible?