Billing

• Removed TD and Schwab from the list of options for Debit File Transmission.
• A Start Date can now be entered for accounts in Billing > Account Date Settings.
• When viewing applied exclusions, the account number is now visible.

Client Portal

• The Realized Gain/Loss tab in Investments now shows cost data.
• Resolved a case that occasionally prevented the Investments > Account Activity tab from loading correctly.

Platform

• Permissions have been added and corrected for setting Advisor Codes access for users. Permissions allow users to add individual codes or all codes at once when configuring a platform user.
• The configuration interface for setting Advisor Code entitlements has been revised.
• The contact export from the Communicate tab now includes primary advisor.
• Resolved a case that prevented the scroll bar from appearing on the Holdings widget.
• Resolved an error message when clicking a client name in the Search Transactions Report.
• The Holdings widget now allows sorting by all available columns.
• The expanded view of the Holdings Widget now uses more available screen space.
• The action items in the Manage Clients Dashboard have been properly aligned.

Reporting

• Documents appear on the Manage Clients > Dashboard when a package is run from the Grow Practice > Customization > Report Package workspace.
• Resolved a case where the same assets would appear under Managed and Non-Managed on the Holdings Page.
• Resolved a case where the Performance Page graph would render incorrectly with insufficient data.
• Table of Contents page has been reformatted to match the style of other pages.

Client Planning and Onboarding

• When creating an Opportunity, the interface options have been clarified to show selecting an existing account for account maintenance or creating a new proposal.
• Broker Dealer affiliation can be added with uploaded documentation as part of the Account Opening workflow.
• Schwab digital account opening now supports Trust account types in the advisor-led account opening.