Related Articles
4/28/2025 Release
Enhancements The Client Portal has been enhanced with new navigation and a revamped Overview page. Added a visual indicator when downloading billing invoices. Fixes Resolved a case where a combination of settings in the Holdings page would create an ...
5/08/2025 Release
Enhancements The Household/Client/Account Profile views have had navigation improved, moving Financials and Performance widgets all under a new Investments menu. The Net Worth section of the Client Portal has been moved under Investments. Clicking ...
5/27/2025 Release
Enhancements Account Type and Account Title can now be manually edited on an Account's Overview page to change how they display in the Client Portal and other reporting. Fixes Resolved a case where creating a contact via CRM Sync triggered an error ...
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 ...