11/8/2021 Release

11/8/2021 Release

Updates and Fixes

  • Pershing Integration
    • IBD firms on the platform can initiate new Standing Instructions for opened account(s).
    • IBD firms on the platform can initiate new Cash Transfer(s) for opened non-qualified account(s) using an existing Standing Instruction.
    • IBD firms on the platform can initiate a new Standing Instruction + Cash Transfer request for opened non-qualified account(s).
  • Performance Reporting
  • Model Assignments
    • Trade Files was renamed Model Assignments.
    • Improved UX when setting or updating a model assignment, allowing user to cancel or save the change.
  • Other
    • Added a setting that allows firms to restrict portfolio editing for any Client Portal site.
    • Resolved a case where documents uploaded to Opportunities - Action: Summary View were not accessible.
    • The Security Lookup in Billing > Apply Exclusions has been improved.
    • The Joint Bank Account Owner now appears in the correct place on the TD Account Maintenance Electronic Funds Transfer Form.
    • Resolved a case where Fidelity users received erroneous error emails.
    • Resolved a case where Quantity for aggregated accounts was not available in the Client Portal.
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