9/30/2019 Release

9/30/2019 Release


  • Performance enhancements to the Manage Clients Dashboard improve loading speed of the account, client, and household profiles up to 60%.
  • New setting in Firm Profile allows you to customize the color bars in reports created by the Report Packager.
  • Forms Library now highlights the current row when hovering with mouse.
  • New field Form Owner is now available when adding forms to the Form Library, allowing quick filtering of the library by Owner. Additional filtering and searching options have been added to the Form Library as well.

Issues Resolved

  • Pershing ACH transfers after 2:30 PM Eastern will now default to next business day.
  • Resolved a case where new billing start dates could not be entered in Account Date Settings.
  • Resolved a case where LexisNexis verification failure would not generate a Service Alert in the platform.
  • Resolved a case where new fields would appear incorrectly and overlap in the Attributes section of the Account Opening process.
  • Resolved a display issue with the Affiliations page of Account Opening on mobile devices.
  • Resolved a case where the Risk Profile Pie Chart would not display in Safari browsers when taking the Risk Profile questionnaire.
  • Resolved a case where Contact Records could not be edited on the Communicate tab.
  • TD clients initiating an Electronic Funds Transfer (EFT) through supplemental forms will now have both EFT and Move Money form available.
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