API Release 1.33

API Release 1.33

Tax Forms Updated

W-9, W-8BEN, and W-8BEN-E form templates have been updated to the newest version.

Process Improvement - Reconciliation

Enhanced reconciliation remediation process for late dividends

Process Improvements - Virtual Accounts

• Enhanced deposit instructions to include details to distinguish between model domestic wire, international wire, or ACH.
• Added validation to provide deposit instructions for live accounts only.
• Users can only deposit money when the account status for the virtual account is listed OPEN or OPEN_NO_NEW_TRADES.

Seasoning Validation

Validation added to ensure seasoning has been updated prior to creating a financial transaction.

Process Improvement - Deposits

Deposits will be prohibited if the account status is PENDING