Portal 2022 Release Notes

  • 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.
  • 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.

  • 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.