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.