11/16/2020 Release

11/16/2020 Release

Updates

  • TD Ameritrade
    • Beneficiary IRA and Beneficiary ROTH forms have been updated to the latest versions for account opening.
  • Schwab
    • Schwab is now available as a custodial integration. This includes advisor-led account opening for all supported Schwab account types and workflows for alerts applicable to digital account opening.
  • General
    • Client Portal sites can now make use of customizable headings on a number of Help Text areas.

Issues Resolved

  • Resolved a case where Firm Profile settings were not accessible by Firm Admins.
  • Account information is now obfuscated in automated emails sent from the Client Portal.

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