8/29/2019 Release

8/29/2019 Release


  • 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.
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