4/19/2021 Release

4/19/2021 Release


  • 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.
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