10/11/2021 Release

10/11/2021 Release

Updates and Fixes

  • TD Ameritrade
    • Revised user options available for Annuity Transfers to reflect updates at TD Ameritrade.
    • Updated the Duplicate Account Form.
  • Pershing
    • Improved the user experience when Account Owner and Bank Account Owner differ during a Fund Transfer Workflow.
  • Platform
    • Performance Details by Account reporting is now available.
    • Added an identifier to the billing invoice generation when an account is a single member of a billing household.
    • Added some implementation updates to the integration with Smartleaf.

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