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7/15/2024 Release
Enhancements Performance chart in the client portal now displays complete y-axis label. Improved controls for displaying Managed vs Non-Managed assets in the Realized Gain/Loss widget. Improved precision of the selected time time windows in the ...
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 ...
11/11/2024 Release
Enhancements Client Portal users will receive an alert when a new document is uploaded from AE CRM. The Household view in Manage Clients now contains a Goals Based Plans tab. The Household creation and management tool now has improved handling of ...
1/29/2024 Release
Digital Onboarding and Account Services Fidelity and Schwab firms can now choose to enable a Compliance Check step after account opening or maintenance workflows are complete before the forms are submitted to the custodian. Fidelity cash transfer ...
7/10/2023 Release
Enhancements The Run Business > Firm Profile > Client Portal page has a new toggle to display or hide client Birthday and Age on the Client Portal. New permission items have been added to User Roles, controlling access to the CSV Export feature in ...