6/4/2026 Release
6/4/2026 Release
Enhancements
- Reset password emails for Client Portal users now specify the expiration time of the link.
- MX connected accounts in the Client Portal now have a "Last Updated" date. An alert indicator is visible if the account is more than 7 days stale, suggesting the user to re-authenticate the account connection.
- Investment reports in the Client Portal mobile view/mobile app are now grouped by date for easier navigation.