K1x Release: K1 Creator - 03/12/2026
Check out the following changes that have been introduced as part of this K1x release.
K1 Creator
Improvements
Clearer investor contact entry (fewer validation surprises)
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Required name fields now automatically adjust based on Investor Type, helping guide correct data entry (e.g., Individuals vs Entities).
International addresses are easier to save
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For non-US addresses, State/Province and Postal Code are no longer required, so you can save valid international investors without placeholder values.
Jurisdictions: cleaner locality lists + safer Excel workflows
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Removed unsupported localities from the Jurisdictions UI and from import/export templates. If an unsupported locality appears in an import file, it will be flagged with an error message.
Bug Fixes
Bulk delete selection behavior
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Fixed an issue where bulk delete could remove all investors even after deselecting some from “Select All.”
New York jurisdiction selection persistence
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Fixed an issue where the Resident/Non-Resident selection could reset after navigating between tabs.
Printed output font consistency
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Fixed an issue that could cause unexpected font output in generated packages.