2025.01.29 | Gateway Release V2.0.54

Created by ACPI Head Office, Modified on Thu, 17 Apr at 2:33 PM by ACPI Head Office

The latest Gateway release is now live. Please see below for a list of relevant advisor enhancements.

System	Issue	Notes
Onboarding	Dual-Process for Identification	Advisor is prompted to enter required information, and corresponding form is now included in client package
Onboarding	Fee Householding	Advisor may household new clients with existing clients or non-clients (pending opening)
Onboarding	Fee Householding	Advisor may opt to charge an account that was previously opened (Other > Account#)
Onboarding	Co-applicant Fields	Advisor may select existing clients as co-applicants with the option to update the pre-populated fields
Onboarding	Transfer Types	Advisor may choose full/cash, full/kind, full/mixed or partial transfer selections
Onboarding	Wet signed packages	When wet signed packages are uploaded, Signatures will show as 1/1 and Status updates to 'Accounts Opened'
Onboarding	Partial Save Changes	When saving partial drawers, the soft warning "All details must be complete to prepare an envelope." is displayed
Onboarding	RDSP Account	RDSP accounts may be opened within the Onboarding Tool
Onboarding	Envelope Status Filter	Advisors may filter their envelopes by a specific code or by type such as 'Retail' or 'Managed - PM'
Onboarding	Archive Envelope Status	There is an option to archive packages prior to auto-archiving within the newly labelled ‘4ms’ section. Any archived packages may be viewed within 'Archived' tab
Client Portal	Display USD Value Logic	When you select a specific account, the displayed values will default to the currency of the account eliminating the need to toggle
Client Portal	Display Delivery Preferences	Clients may now view their delivery preferences in the portal
Client Portal	Net Invested	This value is now displayed in portal under the Accounts View

Items to highlight:

The Net Invested value is now displayed in the Client Portal under the Accounts view. We know this was an important item for Advisors and clients. Simply hover over the question mark at ‘NET INVESTED’ to display the as of date.

Phase One development to display client delivery preferences in Client Portals is now complete. Next phase to come is to give clients the ability to toggle delivery preferences.
RDSP account opening is now fully automated within the onboarding tool. This is a notable enhancement that will eliminate the need to use a DocuSign template for this account type.