2/20/2024 Release

2/20/2024 Release

Enhancements

  • IRA accounts can now be opened for Fidelity both in the platform and on the client portal.
  • The Run Business > Dashboard has been significantly update with a better and more intuitive look and feel.
  • Closed accounts in the Client Portal are now clearly labeled (Closed) with the close date in all relevant tabs.
  • Setup for the CRM contact sync integration now clearly labels which source is considered primary for each field mapping you choose to enable.
  • Advisor-led Schwab cash transfers have been simplified in line with other custodians. One-time, recurring transfers, and linking bank accounts can all be accomplished in one unified workflow.

Issues Resolved

  • Documents downloaded from the Client Portal now open/download in a new tab.
  • Resolved a case where logging out from the platform did not function as expected.

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