12/9/2024 Release

12/9/2024 Release

Enhancements

  • The Realized Gain/Loss panel now responds more dynamically to changed filter criteria.
  • Search Holdings report now allows for CUSIP searches.
  • TradePMR billing integration is now available. See Locking the Billing Period for more details.
  • The Pershing Cash Request flow has been simplified when asking for first or third party information.
  • SSN and DOB are no longer required for beneficiaries when opening a Fidelity account.
  • Client Portal users opening a Schwab account can now fund the account via ACAT transfer as part of the account opening process.

Fixes

  • Multiple searches can now be executed on the Search Holdings page without refreshing.
  • Switching a client from association with multiple households to a single household now functions as expected.

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