Release Notes
2/5/2015
- Trading– Models and Allocations tab being replaced with Trade Center. The new interface provides increased visibility, responsive design and additional features.
- Trading– Handling of mixed T1/T3 trades can be modified to reduce potential cancelled orders due to mixed settlement of trades.
- API ACAT Transfer Service– Ability to initiate and manage incoming ACAT transfer requests via API.
- Client Communication– Annual email and physical address verification shown to clients will now use an Item for Attention (IFA).
- Corporate Actions– Ability to elect multiple clients for voluntary corporate actions.
- Platform Enhancements– Improved functionality during system updates to allow for uninterrupted account opening.
- Various Bug Fixes
10/23/2015
- Model Management– Ability to automatically make new models created by an advisor available to all advisors within the advisory firm, this setting can be turned on upon request.
- Transfer Money– New micro-deposit and owner approval bank link verification. All new bank links will need to be micro-deposit verified and owner approved before they can be used for money transfers.
- New API services/enhancements
- Various Bug Fixes
12/11/2015
- Distribution Reinvestment– Additional options for the handling of distributions within a folio:
- Reinvest distributions of $1 or more in the securities that paid them; distributions under $1 pay to account cash balance
- NEW – Reinvest distributions of $1 or more in the securities that paid them; distributions under $1 pay to FDIC.CASH within the folio
- Do not reinvest distributions (pay to account cash balance).
- NEW – Do not reinvest distributions; pay to FDIC.CASH within the folio
- New API Services/Enhancements
- Owner Verification Service – Ability to submit bank link owner verification for an advisor entered bank link
- Document Submission Service – Ability to send Account or Member documents for processing
- Security– CAS 4.0.1 has been upgraded to provide SSO (Single Sign On) capabilities to partners
- Browser Compatibility– Updated site navigation and rendering for Safari browser
- Transfer Money– Performance Improvements
- Various Bug Fixes
5/20/2016
- Platform Enhancements– Advisor Connexion Improvements.
7/15/2016
- Platform Enhancements– Performance Enhancements for Dashboard.
- Platform Enhancements– Improvements to Transfer Activity Tool.
- Various Bug Fixes
9/30/2016
- Trading– Compliance with Tick Pilot Test Security Groups.
- Security– Redesign of Second Factor.
- API– Enhanced Transfer Money Services.
- Various Bug Fixes