Portal 2020 Release Notes

  • IPO Subscriptions: You can now subscribe to HK IPOs from Portal. For more information, on HK IPO Subscriptions, click here.
  • Required Minimum Distribution (RMD) Calculator: Clients now have the ability to calculate the Required Minimum Distribution (RMD) for all RMD-applicable Individual Retirement Accounts (IRAs). This calculator will show the total withdrawn amount to date and the remaining amount to withdraw.
  • Monthly Fees computed from monthly statement balance: Advisors have the option of charging monthly fees where the amount is computed from the end of month balance only.
  • Money Manager Client Assignment: In Advisor Portal, Wealth Managers now have the option to assign which clients should be assigned to the Money Manager, along with which trading permissions to assign.
  • Mutual Fund Dividend Payout Election: You now have two payout options for your mutual fund dividends. You can either reinvest or receive cash for all your dividends and capital gains.