Enhancements IRA accounts can now be opened for Fidelity both in the platform and on the client portal. The Run Business > Dashboard has been significantly update with a better and more intuitive look and feel. Closed accounts in the Client Portal ...
Digital Onboarding and Account Services Fidelity and Schwab firms can now choose to enable a Compliance Check step after account opening or maintenance workflows are complete before the forms are submitted to the custodian. Fidelity cash transfer ...
Switching Performance between Net- or Gross-of-Fees
By default, all enabled performance reporting is shown net of fees. This can be toggled at the account, client, or household level to gross of fees if desired. Note that this will only apply if performance reporting is enabled for the account, ...
Client Portal Email alerts for uploaded documents from the client portal no longer include the filename. Reporting Performance reporting can now be toggled to show net-of-fees or gross-of-fees at any account, client, or household.
Customizing the Client Portal per User
Once a client exists as an End-Client User, you can edit individual settings for their Client Portal if needed. To make Per-User changes for the Client Portal: Navigate to Run Business > User Management > End-Client Access. Locate the client to edit ...