1/25/2021 Release

1/25/2021 Release

Updates

  • We've streamlined the questionnaire selection for new proposals on the platform in Grow Practice > Dashboard.
  • Firms using the client portal and choosing to generate a new IPS for any client modifications to the portfolio/model will trigger an email alert to the advisor.
  • Pershing IBD firms can now optionally capture Investment Objectives and Trading Discretion as part of account opening.
  • Enhanced the authentication model used by firms utilizing Fidelity account opening.
  • Extended the onboarding toolkit for household migrations.

Issues Resolved

  • Resolved a case where the Operational tab in the Manage Clients section would error out when an IPS document was missing.
  • Addressed inconsistencies in values displayed for held and held away assets on the client portal.
  • Resolved a case where household data would not display correctly for certain users of 2FA.

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