The enhancements and modifications below are available as of July 25, 2012.
Advisors can now upload multiple client invoices in a single file on the Advisor Invoicing page, located in the Funds Management menu of Account Management.
The bulk upload file must be a .csv (comma-separated values) files and must contain the following fields:
The following optional field may also be included:
In our traditional Account Management, the Information and Market Data Subscriptions page, located in the Trading Access menu, is now called the Research and Market Data Subscriptions page.
In Account Management Version 2.0, the Analytic Services page, located in the Trade > Configuration menu, is now called Research Subscriptions.
No other changes have been made to these pages.
The enhancements and modifications below are available as of July 13, 2012.
You can now select HUF (Hungarian Forint) as your base currency in an account application and in Account Management.
Non-Disclosed Broker clients can now transfer funds internally between their multiple accounts (duplicated client accounts and IB-UKL accounts).
Brokers can now specify separate client fee amounts for specific exchanges for each client account. Previously, brokers could only set fee amounts for specific exchanges in the global fee schedule.
To make it easier for our customers to identify which version of Account Management they are using, we have added a version number to the new Account Management, currently in limited release. The new Account Management is now called Account Management Version 2.0. This version number can be found on the lower right corner of the Home page. The traditional Account Management, with the menu panel on the left side of the screen, has no version number.
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