Discussions
Why do I need to provide SCA statements as well? Why cannot Canopy process data with only SIR statements?
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
Posted by Tanmai Sharma about 2 years ago
PDFs
Do you handle capital calls and entry of data for other private investments, such as valuation increases?
Posted by Samir Habid about 2 years ago
Why does Canopy prefer a ePDF instead of a Print PDF?
I have scanned a paper statement into PDF format. Why does processing that PDF incur a surcharge
Posted by Tanmai Sharma about 2 years ago
Can Canopy process data only on the basis of SIR statements?
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?
Posted by Tanmai Sharma about 2 years ago
How do I access my Canopy database
I would like to get direct access to my Canopy database. Is that possible?
Posted by Tanmai Sharma over 2 years ago