2/25/2019 Release

2/25/2019 Release

Fixes and Enhancements

  • Pershing API Enhancements 
    • Included roboAdviceIndicator in the AO API call, for all accounts created in client portal and platform.
    • Updated Order messages to reflect updated Not Held (NH) minimums.
    • Adjusted the start date for any recurring cash transactions based on when the API call is made.
  • Pershing Accounts
    • Addressed an issue with contingent beneficiaries for non-qualified Pershing accounts
  • TD Ameritrade Accounts
    • Users creating post-account transfers with TDA can now evoke 5+ Mutual Funds for transfers from a Mutual Fund Co. 
  • Schwab
    • Schwab Data Interface processing in production.
  • End-Client Withdrawal Requests
    • Added a feature flow to identify Liquidations and pass that information into Smartleaf. 
  • Portfolio Recommendation(s) 
    • Enhanced Portfolio Recommendation page with more detailed information about the recommended model, model benefits and firm benefits.
    • Added option to download the model fact sheet.
  • Security
    • Added password requirements to login and create account screens.
    • Added requirement for User to confirm email address when creating an account.
  • Searches
    • Users can now search for funding firms during account transfers.

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