11/29/2018 Release

11/29/2018 Release

New Features

  • Additional Electronic Delivery Options for Pershing Clients
  • Post account opening deposit and withdrawal (ACH) functionality for Pershing clients
  • Order Routing Enhancements for Park Ave
  • Client Portal: Enhanced error reporting for account opening and transfer flows for Pershing clients

Issues Resolved

  • Batch Job Processing: Fixes to Pershing PTLD Job Processing removing dependence on unnecessary files
  • Bug fix for TD Trust Account Signers
  • Bug Fix for Fee PDF formatting
  • Bug Fix for Bulk Uploaded advisors to be included in a subtenant creation
  • Bug Fix for Billing Lock Confirmation formatting
  • Pershing Error Handling Process

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