2025.07.10 | Gateway Release V2.0.57

Created by ACPI Head Office, Modified on Fri, 29 Aug at 10:50 AM by ACPI Head Office

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

Items to highlight:

The USD Spousal RRIF account type is now an available selection in the Onboarding UI.
When entering data into Onboarding UI, you will now note that red asterisks (*) have been added to all mandatory fields to eliminate the need to have to save to confirm what is required

Category	Request	Description
4ms	Update Mapping for PRIF (SK) to registered transfer forms	'SK' legislation mapping to transfer forms as necessary
4ms	Update Enhanced Due Diligence Questionnaire (EDDQ) - English form	Newest version of the EDDQ is populated in client packages when the trigger scenarios are applicable
4ms	Update Authorized Persons Supplement form	Newest version of the Authorized Persons Supplement form is populated in client packages when the trigger scenarios are applicable
4ms	Add USD Spousal RRIF option into the onboarding UI	Advisors may now select USD Spousal RRIF as an account opening option
4ms	Update to Fee-based UI for Tiered/Cascading to prevent blank plans	Logic has been added into the UI to display an error message when advisors choose Tiered or Cascading fee plan type without actually applying a plan from the drop down
4ms	Remove inactive advisor Group from profile	Once an advisor group is deactivated, the inactive group will no longer be visible in dropdowns for client portfolios, contact cards, and bulk uploads)
4ms	Add red asterisk to required fields in Onboarding	Advisor will now see red asterisks next to required fields at the time of key-entry prior to attempting to save information in Onboarding.
4ms	Update Business Number validation in Onboarding UI	Logic added to force Business Number to be entered as upper case to satisfy data requirements
4ms	View Supervisor Rejection Notes	When supervisor rejects a package, the advisor will now see the status "Updates Required" in envelope screen indicating there is additional clarity required and the supervisor's comments will be displayed when you hover over the message in the main row.
4ms	Update wording related to the RESP Beneficiary relationship	The label has been updated to "Subscriber's relationship" (EN) and "Relation du titulaire" (FR) from "Relationship to subscriber"
4ms	Expand Business Registry issue date options within corporate accounts calendar	Advisors may now select any calendar date including today and all prior dates. Previously, they could only select dates in 2024 or 2025.
4ms	Update Pro question language in US for the scenario when 'Y' is selected	When the advisor selects 'Yes' that the client or someone in the household is a pro, the prompt now states "Specify full name of individual"
4ms	Update the viewing order of documents when "View Documents" selected in view document drawer of Account Onboarding.	Document order is the same whether you view the documents in Account Onboarding in Gateway or in DocuSign.
4ms	Update the data flow for Authorized Individuals	Now upon account opening, the authorized individuals details will flow to corresponding contact card
Client Portal	Updates to Net Invested Tooltip	French translation has been updated to "Net investi" and when there isn't data to reflect, the date will show as "--" instead of an invalid date
Admin Engine	Update to Recurring Events' delete functionality when 'Select All' is used	Advisor may now 'Select All' to delete multiple recurring events at the same time and the logic is applied as expected.