4/19/2021 Release

4/19/2021 Release

Updates

  • Schwab
    • Firms can now set defaults for accounts initiated in AE by leveraging the Attributes feature and choosing to display or hide an Attributes section as part of the account opening.
    • Expanded alerting functionality for investor-initiated new accounts.
    • Enhanced account type compatibility between delivering and receiving accounts as part of an account transfer.
  • Pershing
    • Pershing IBD ACH form now includes all Pershing Account Owners as signatories.
    • Pershing IBD ACH form now includes all Bank Account Owners as signatories (if different than Pershing Account Owners).
  • Enhanced user lock out processes by integrating CAPTCHA validation for password reset requests.

Issues Resolved

  • Resolved an issue with Basis Point rounding in billing account fee results.
  • Addressed an issue with non-unique tax lot IDs.
  • Extended information captured for the LPL Affiliated Reps form to include Investment Objective and Investment Experience.

    • Related Articles

    • 7/16/2018 Release

      We've enhanced your AdvisorEngine experience. For you, this means more reporting options, enhanced iRebal syncing, and other minor tweaks to improve usability. See below for the nitty gritty details of this release: Client Portal Standardized account ...

    • 1/20/2022 Release

      Performance Reporting Initial benchmarking release for all platform users now showing S&P 500, Bloomberg U.S. Aggregate Bond Index, and MSCI EAFE index on all graphline tabs and Performance Detail tabs. Integrated interface for capture of benchmark ...

    • 10/3/2018 Release

      This release brings additional security for Batch File processing, enhancements to the Orion Integration and Pershing Batch File processes as well as various resolutions to Account Opening, Performance Reporting, and Pershing Mutual Fund processing. ...

    • 4/11/2022 Release

      Performance Reporting Total Performance Benchmarks feature (released in February 2022), has been enhanced to allow firms to create custom benchmarks and Assign Household Benchmarks Portfolio Management Direct-Model Assignment Enhancement Platform ...

    • 8/16/2021 Release

      Updates Fidelity Recurring cash transfers can now be set during account opening or for open accounts. Client Portal Client Portal users can connect external accounts to their household for an aggregate view of net worth. Asset values will be updated ...