6/1/2026 Release

6/1/2026 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.

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