8/16/2021 Release

8/16/2021 Release


  • 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 nightly.
    • Finance page view updated.
  • Platform
    • Performance Details by Security reporting is now available.
    • Newest versions of TDA custodial forms have been implemented.
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