Top issues identified by clients:
1. Font legibility
- Colour and contrast improvement included in August update
2. Hard to remember User ID
- Our User ID policy is being reviewed
3. Online rate of return not available
- A top priority planned for the next system update
- Rate of return is available on your statements or from your MD advisor
- Duplicate statements are also available online from your MD advisor
Noteworthy fixes:
- Clients with trading authority can transfer money in/out of owner's account
- Phone numbers on equity trades - dropdown menu eliminates manual entry
- USD account values total in CAD in the Portfolio Summary
- Pending order screen shows settlement and gross amount
