API Release 1.20

API Release 1.20

Bug Fixes

• An update was made to correct an issue where an error was being thrown when a customer did not have an available cash balance to satisfy a redemption after 10 days. To remedy this issue, DriveWealth is now rejecting the redemption after 10 days of the customer not having the available cash balance rather than sending an error.

  • ❗ This primarily impacted RIA_APPROVED redemption requests

• When a user had a KYC_DENIED status, the account was moved immediately to a CLOSE_POSITIONS_ONLY status, and would then be moved to a CLOSED status. With this patch, the CLOSE_POSITIONS_ONLY status is going to be bypassed, and only a CLOSED status will be applied to the accounts.

• When a customer had changed their employment details to a status that did not require additional fields, the data had persisted and would not be cleared. Now, when a customer selects they are either: RETIRED , STUDENT or UNEMPLOYED the additional employment fields are removed from the user details.

• Plaid token error handling has been improved with this version. Previously when retrieving a customers bank accounts an error was thrown when at least 1 account was invalid making it impossible to retrieve other valid accounts. Now, all bank accounts are returned even if a Plaid token error occurs.

Features

• For increased transparency, comments added by DriveWealth's AML team during user review are now being added to the API, by using the Get KYC Status endpoint.