Enhancements

• The Account Opening process for TD users now features the EFT form and a Move Money form for non-qualified account funding.
  
• Wording on Client Portal changes from “Total Net Worth” to “Total Market Value” if the user has any external accounts not aggregated or any manually added assets.
  
• A new Template Text is available: Account/Thank You, allowing customization of the Thank You message when a client opens an account on the Client Portal.
  
• A new Template Text is available: Account Disclosures Button, allowing customization of the text for the “Next” button when reading the Account Opening Disclosures.
  

Issues Resolved

• The Detail view of Money Out in client Workflow now correctly identifies the Market Value.
  
• Corrected Error status of the Money Out Workflow section for TD users.
  
• Investment pie chart in the Investments Tab of the Client Portal now displays the same as the chart on the Overview tab.
  
• During Client-led Account Opening process, Affiliations now all display correctly on the final Confirm screen.
  
• Manage Clients > Dashboard now correctly displays Account, Client, and Household data in IE11 browsers.
  
• The Current Model Pie Chart in the Client Portal now displays correctly in IE11 browsers.
  
• Resolved a case where Risk Profile Questionnaires could not be completed on the Client Portal in IE11 browsers.
  
• Resolved a case with Pershing users where full bank information was not retained when returning to a suspended account opening through the Client Portal.
  
• Resolved a case where Report Packager reports run at the Client level did not appear on the Client Portal.