The latest Gateway release is now live. Please see below for a list of relevant advisor enhancements.
| Category | Request | Description |
| 4ms | Add search functionality for 'Place of issue' within the ID section | You may now quickly narrow your search for the 'Place of issue' by typing the applicable jurisdiction(Province and Country) when entering photo identification details |
| 4ms | Add USD FHSA option into Onboarding | With this release the USD FHSA account type has been added to the list of available STP accounts within onboarding |
| 4ms | Remove the option to include Client Relationship Handbook in client packages | All packages will now include the Client Relationship Handbook to ensure the client has access to the most current version |
| 4ms | Pre-populate address details for any co-applicant selection | If you choose to open a joint account with an existing client (spouse or non-spouse), the address fields will pre-populate and may now be changed during the onboarding process for the purpose of the new account |
| 4ms | Add tooltip to the Fee-based Householding section | New tooltip explains the householding options in the UI - may choose to household with existing client (not a prospect) from a dropdown list, or household with non-client by entering manually |
| 4ms | Add client signature onto the W9 form | We are now accepting DocuSign versions of the W9 - when the form populates it will now include a client signature on this form within the onboarding package |
| Client Portal | Improve Mobile view | Mobile view now has the added functionality to: ·View 10 (up from 5) listed documents at one time ·Access download button for documents ·View document upload date which is displayed as subtext under the document name ·Sort by date column in the transactions page |
| Admin Engine | Update default wording within the Supplementary Request > RIF/LIF Adjustment Ticket | Tax Payment Options have been updated to reflect 'Full or Excess' for this ticket type |
| Risk 4 | Update contact card to display 'Deceased Date' | For deceased clients (as it applies to Estates), the contact card has been updated to display the 'Deceased Date' when entered in Onboarding |
Items to highlight:
- We have eliminated the need to choose to include the Client Relationship Handbook in a client’s package – it will be added automatically every time
- The W9 form may now be signed electronically and will be added to signing process for new accounts when applicable
- Within the Photo ID section, you can search for place of issue within the drop down
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