Billing

• The Billing Account Error report in Run Business > Revenue > Documents no longer shows adjustment events as errors.
• Improved the visibility of the Debit Account in Run Business > Billing to make it clear which accounts are paying for others.
• The Billing Reconciliation report in Run Business > Revenue > Reports now uses a wider time range for matching projected fees to actual fees.

Platform

• The Managed and Non-Managed Holdings widgets in the client profile now have a horizontal scroll.
• The Managed and Non-Managed Holdings widgets in the client profile now have the action drop-down appear in the correct location.
• Exporting the Manage Clients dashboard now correctly displays Advisor Name.
• The Match Contact search for CRM sync has been improved to allow separate searching for First Name, Last Name, or SSN/TIN.

Reporting

• Search Transactions report now allows searching prior to the last 2 years.
• Column headers on Performance and Activity Summary pages of the report packager now display the dates of the interval for periods longer than 1 year.
• Total and Managed Market Values now display on the Holdings, Household Summary, and Activity Summary pages of the report packager.
• Resolved a case where report packages with both Performance and Activity Summary pages would not run.
• Resolved a case that prevented running Holdings page in a report package for households with DST accounts.

Client Planning and Onboarding

• Schwab digital account opening supports IRA and Roth IRA account types.