Offering Securities Export

An update has been applied so that assistant users are able to generate an Offering Securities Export for all of the positions that are assigned to their linked advisors.

Account Statement (Activity)

Commissions applied to transactions have been removed from the Charges column in the Account Statement (Activity) statement type.

Batch Transactions

When a user is creating a Batch Transaction using the Annual Yield calculation method, they no longer have the ability to adjust the CPU within the draft batch. If adjustments need to be made to the CPU then the user should recreate the batch with a different calculation method.

Advisor Profiles

We have applied an improvement to the speed that it takes to open and navigate an advisor profile.