- 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.