Release Notes: June 2022

What’s New


Deactivated Accounts are now Filtered out on the Manage Accounts Page

  • On the Accounts page under the "Manage" tab in the Advisor dashboard, any accounts that you have deactivated are now, by default, filtered to not display on this page. Accounts that are deactivated already do not display on the various data tiles under the "Dashboard" tab. 

What’s Fixed


Exposure Graph is no longer cut off

  • We fixed an issue that was partially cutting off the display the Exposure graph in the Exposure tile of the Advisor Dashboard.
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