Join the Investment Statement Import Beta
Customers can opt in to get started
Frequently asked questions
Answers to our most asked questions about our beta program
What can I expect during the beta period?
During the beta, you’ll be able to test Investment Statement Import with real statements from your files, try both funding and non-funding workflows, report bugs/unexpected behaviour, and suggest improvements or missing functionality.
Will Investment Statement Import become a paid feature after the beta period?
Yes. Investment Statement Import is only available for free during the beta period. Afterward, the feature is expected to transition to a paid add-on or paid tier. We’ll share pricing and rollout details in advance.
Can I import both funding and non-funding assets?
Yes. The beta is designed for testing both funding and non-funding asset workflows, so you can run the feature through real-world scenarios.
What file types are supported, and is there a statement size limit?
Right now, only PDF statements can be imported. PDFs must be 99 pages or less and 50MB or less.