Portal - Release Notes
Latest Release
2022
June 2022
- Fee Per Trade Unit
Brokers can now charge client commissions on USD/CAD stocks as a percentage of trade value in addition to per share. For more information, see the Portal User Guide. - Account Queries
Client data generated using the Account Queries tool can now be exported to CSV.
April 2022
- Account Queries
Additional queries are now available in the Account Queries tool, including Fee Configuration, IRA Contribution, and Required Minimum Distribution. For more information, see the Portal User Guide. - Groups and Households
Households can now be created independently from Groups.
Additionally, Groups can be changed to a private setting, where they are visible and editable only to the user that created it.
For more information on Households, click here.
For more information on Groups, click here.
February 2022
- Account Queries
Additional queries are now available in the Account Queries tool including Account Sub Type, Age, Email, Phone Number, and User Name. For more information, see the Portal User Guide.