6/17/2024 Release

6/17/2024 Release

Enhancements

  • Locking a billing period with Pershing accounts now prompts an informational message confirming the transmission of fees to Pershing.
  • Improved the selection UI for setting the Investment Objective at the Account, Client, and Household level.
  • The details of the 2nd Participant of a Goals-based Plan can now be edited after they have been added.
  • RMD details can now be edited on the results summary page of a Goals-based Plan.
  • Social Security age for Goals-based Plans have been limited from 62-70.
  • Results page of Goal-based Plan is now labeled "Investment Details" for clarity.

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