3/29/2021 Release

3/29/2021 Release

Updates

  • Client Portal enhancements:
    • New tabbed interface for navigation.
    • New Performance Overview and Market Value History views.
    • Performance History graph, Account Activity, and Holdings views have been enhanced.
  • Standardized the use of Contact email addresses in Proposal and Account Opening workflows.

Issues Resolved

  • Resolved a case where clients would be unable to open Fidelity-retrieved documents.
  • Resolved various issues in client-led IRA account opening through Pershing.
  • Resolved a case where 2FA emails were not being sent or enforced to client portal users.
  • Accounts with model overrides will now retain overrides during the questionnaire validation process.
  • "Initial Control Bar" and "Questionnaire Marketing" Template Texts now display correctly on the Client Portal.
  • Holdings will now display correctly in the Platform under Manage Clients Dashboard.

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