2021

October 2021

• Account Queries
  Additional queries are now available in the Account Queries tool including Application Template, Limited Options Trading and Regulatory Questions. For more information, see the Portal User Guide.

September 2021

• Account Queries
  Additional queries are now available in the Account Queries tool including Beneficiaries, Stock Dividend Reinvestment Status, Client Trading Privilege, and Tax Lot Matching Method. For more information, see the Portal User Guide.

July 2021

• Account Queries
  Additional queries are now available in the Account Queries tool including Investment Objectives, Tax ID, Stock Yield Enhancement Program, and Investor Category. For more information, see the Portal User Guide.

June 2021

• Account Queries
  Advisors and brokers are now able to search and filter accounts by specific criteria such as account status, account type, application type, and margin type using the Account Queries tool. For more information, see the Portal User Guide.
• Client Report Delivery
  Advisors and brokers are now able to create custom statements, flex queries, and PortfolioAnalyst reports on behalf of clients and configure the reports to be delivered directly to the client's email address. For more information, see the Portal User Guide.