5/17/2021 Release

5/17/2021 Release

Updates

  • Schwab
    • Resolved an issue with account transfer account type compatibility affecting Roth IRAs.
    • Resolved a number of miscellaneous bugs related to alerts.
  • Client Portal
    • Improved the handling of null security symbols.
    • Improved the display for unavailable cost basis data.
    • Iterated on a smarter default date ranges for Activity and Realized Gain/Loss data.
    • Iterated on a more accurate display of Household performance data.

Issues Resolved

  • Improved household management tool.
  • Addressed an issue when “Other” was used as an Occupational choice in the employment section of account owner(s) using TD account opening.
  • Integrated CAPTCHA security for locked-out user workflows.

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