Release Notes – Client Portal

  • 5/29/19 – RMD reporting added to TOOLS section of client portal.  RMD eligible clients will be able to see their calculated RMD amount, the amount distributed to date, and whether they have completely satisfied their RMD, by account.



  • 4/29/19 – Turned off Create Task section for clients as it does not send notification to advisors that a task has been created.  We will turn this functionality back on when notifications are enabled.


  • 4/29/19 – Fixed calendar linking problem where scheduling meetings for some advisors was not operational.


  • 4/15/19 – Client Portal Live




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