Digital Account Management Release Notes 2019

July 2019




Week Ending July 11, 2019

Added Support for Canadian Retirement Accounts

The Canadian Retirement Accounts TFSA and RSP are now available via Application XML.

January 2019




Week Ending January 18, 2019

Support Added for Micro-Cap Stocks in Application XML Schema

Advisors and Brokers onboarding clients using Application XML can now indicate if Micro-Cap stock assets need to be transferred.