DH Release 2.9

DH Release 2.9

New features have been added to DriveHub to provide easier navigation between accounts, display additional user and account information, and new filter and report options.

Updates include:

Improved Account Page

The Account page has been redesigned for an easier and cleaner display of customer accounts.

User accounts are accessible through the Account tab which is located on the left side menu (see highlighted).
The Accounts tab displays a table that contains the following:

• The account number as a link to the account
• The account type
• The account nick-name
• The status of the account (Active/Inactive)

The overflow menu (3 dots) indicates actions and there is an ability to easily switch between accounts.

All existing account features are listed as tabs on top of the sheet once you click into an account:

Positions and Orders Tab Updates

The Positions tab and the Orders tab allow the user to update and change the columns shown

Reconciliation Tab Updates

The Reconciliation tab has been updated to include the following features:

• Custom filters
• Tab that provides a breakdown of purchases, sales, dividends, fees and other data

Pattern Day Trader Status

This update includes a Pattern Day Trader (PDT) indicator visible in DriveHub.

If patternDayTrader is set to true, DriveHub will display "Yes" under Pattern Day Trader

For more information on the PDT counter for LPMA accounts, please see this API Highlight

If you have any questions about the updates, please feel free to contact your PSG Account Manager.