Rate of return is now available online
- Returns are reported since inception for all accounts except those ending in .700
- For accounts ending .700, .730, .760, etc., returns are since June 8, 2009
- For RESP accounts, returns are reported for the account, not the individual beneficiary
Other noteworthy fixes:
- Market values on "Portfolio Summary" match "Accounts" summary
- Available cash balance includes trade commission
- Equity order "On Stop" special term now functions properly
- Improved printing for confirmation slips and transaction history
Ongoing investment continues to improve system performance
MD launched its new system in June 2009 and a series of system updates and improvements to functionality were completed in August.
In September, we engaged clients in a Usability Study and many recommendations are being considered for future system enhancements, for example:
- Customizable User ID - the number one request from clients
- Addition of account Book Value on the Portfolio Summary screen
- Addition of column totals for Book Value and Market Value
- More details in Transaction History
- Single confirmation slip per equity order with multiple fills
- Additional navigation improvements
