Portal - Release Notes

Portal Release Notes

2020

October 2020
  • IPO Subscriptions
    You can now subscribe to HK IPOs from Portal. For more information, on HK IPO Subscriptions, click here.
August 2020
  • Required Minimum Distribution (RMD) Calculator
    Clients now have the ability to calculate the Required Minimum Distribution (RMD) for all RMD-applicable Individual Retirement Accounts (IRAs). This calculator will show the total withdrawn amount to date and the remaining amount to withdraw.
July 2020
  • Monthly Fees computed from monthly statement balance
    Advisors have the option of charging monthly fees where the amount is computed from the end of month balance only.
June 2020
  • Money Manager Client Assignment
    In Advisor Portal, Wealth Managers now have the option to assign which clients should be assigned to the Money Manager, along with which trading permissions to assign.
April 2020
  • Mutual Fund Dividend Payout Election
    You now have two payout options for your mutual fund dividends. You can either reinvest or receive cash for all your dividends and capital gains.

Release Notes Archive: 2022 2021 2020 2019 2018 2017 2016 2015

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Know Your Advisor: View the CIRO AdvisorReport