Investment Account Manager | Maintenance Releases

IAMv3 Maintenance Release History

Investment Account Manager 4 Individual: release 4.0.01 (April 2026)

corrected dashboard action view | positions | quantity decimals to match Appraisal Report preference settings.
corrected display resolution for truncated right-hand margin | smaller system displays.
corrected 'as of date' reporting for incorrect cost basis amounts based on user transaction activity.
corrected conversion issue and incorrect money market fund income classification.
corrected activity loading issues post v3 data conversion, for certain data combinations.
corrected income activity edit function for security type cash/mmf and dividend/interest designation.
corrected dashboard views | intermittent data refresh issues.
corrected additional program errors/error logs as reported by users.