Flex Query Update
Audit trail fields are now enabled by an optional setting. For additional information see Client Portal User Guide.
The OSI symbol is now displayed for options in the Activty Statements.
Activity Flex Query Enhancement
By day breakouts are now included in the custom flex query activity report.
Bulk Tax Form Download
Advisors and Brokers now have the ability to download the tax forms and reports for all of their clients at once.