9/13/2021 Release

9/13/2021 Release

Updates and Fixes

  • Fidelity
    • Added an email notification to a firm’s "all access" user when a token isn't available and API transactions are pending.
  • TD Ameritrade
    • Resolved a case with duplicate Account Workflows
    • Update of Account Transfer Workflow when source assets are at an insurance company.
    • Updated the following forms:
      • Account Transfer
      • Personal Trust Account Application
      • Trustee Certification of Investment Powers
      • IRA Application
      • Coverdell Education Savings Account
      • Minor IRA & Beneficiary IRA Account
  • Pershing
    • Updated New Account Form
    • Added support of One and the same Certification in Account Funding steps
    • Support of Spousal Consent for JTWROS Accounts as applicable in context of TOD (Beneficiary designation)
  • Platform
    • Performance Details by Asset Class reporting is now available.
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