If you are an institution, click below to learn more about our offerings for Proprietary Trading Groups and other Global Market Accounts.

Portal - Release Notes

Portal Release Notes

Latest Release

2022


June 2022

  • Fee Per Trade Unit
    Brokers can now charge client commissions on USD/CAD stocks as a percentage of trade value in addition to per share. For more information, see the Portal User Guide.

  • Account Queries
    Client data generated using the Account Queries tool can now be exported to CSV.

April 2022

  • 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.

February 2022

  • Account Queries
    Additional queries are now available in the Account Queries tool including Account Sub Type, Age, Email, Phone Number, and User Name. For more information, see the Portal User Guide.