7/27/2020 Release

7/27/2020 Release


  • Fidelity
    • Added the ability to initiate Account Transfers for open accounts from Account Maintenance.
    • Updated Brokerage Account Application, IRA Application, and Standing Instructions forms to the latest Fidelity versions.
    • Users setting up new standing instructions are now required to provide a voided check or recent bank statement attachment.

Issues Resolved

  • Expanded on the ability to delete an Opportunity or Account so it will not affect other Opportunities or Accounts for the same Contact.
  • Resolved an issue with deleting Platform and Client Portal Users.
  • Resolved an issue where compressed PDFs prevented new document envelopes from being generated.
  • Resolved an issue where preassigned account numbers would not load for TD Ameritrade users.
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