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Example: Dividend Reinvestment for Global Equity Cumulative Class#Reinvestment#GL_EQ_CUM#50
What does TransferFOP mean?
For the first month's statement upload, holdings are moved into your Canopy account to set a starting point upon which transactions can be added/subtracted to.
TransferFOP tags are used to represent this initial move, without affecting cash balances. TransferFOP is also used when moving assets from one custodian to another when there is no cash involved.
TransferFOP In
This is meant for security or asset transfers from another bank, account or custodian where no cash payment is being made. The security will be identified by the Canopy ticker. There is no limitation on the type of assets here; listed or unlisted assets will be treated identical.
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