1.29
2019-05-29
• Workplace Participants can take a withdrawal from their plan
• Minor enhancements and bug fixes
1.28
2015-04-06
Minor enhancements and bug fixes
1.27
2015-04-06
Minor enhancements and bug fixes
1.25
2018-12-05
- Redesigned research experience
- Minor enhancements and bug fixes
1.24
2018-10-03
Minor enhancements and bug fixes
1.23
2018-07-19
Minor enhancements and bug fixes
1.22
2018-06-20
. Receive a push notification when logged out due to inactivity
. Individual Investors can view account performance and cost basis information
. Workplace Retirement Participants can view vested balance and cost basis information
1.21
2018-03-29
Minor enhancements and bug fixes.
1.20
2018-02-27
• Individual Investors can open a new account
• Minor enhancements and bug fixes
1.19
2018-02-06
• View your statements and documents
• Enroll in your retirement plan when eligible
• Register for online access from the log in screen
1.18.1
2017-12-14
• Easily login with Touch ID®
1.17
2017-09-22
Minor enhancements and bug fixes.
1.16
2017-06-16
- Minor enhancements
1.15
2017-05-31
- Minor enhancements
- Bug Fixes
1.14
2017-03-20
· Increased account history from 90 days to 3 years
· Can now filter by transaction type when reviewing account history
· Bug fixes
1.13
2017-02-03
• Made a few enhancements to help improve the transaction experience for our Workplace Retirement participants
• Fixed a few bugs
1.12
2016-11-29
Filter transaction history by account and date range
1.11
2016-10-13
- Easy access to brokerage trading.
- Other minor enhancements and bug fixes.
1.10
2016-07-28
• Simpler and more streamlined Login process
• Enhanced transaction messaging
• Bug fixes
1.9
2016-06-22
Updated transactions for certain workplace retirement plans
1.8
2016-05-17
Bug fixes.
1.7
2016-03-25
Enhanced navigation controls allow easier access to investment details, performance improvements, bug fixes
1.6
2016-01-21
Bug fixes and performance enhancements
1.5
2015-12-18
• Workplace clients can now cancel investment transactions from the Activity screen
• Added investment detail links within the transaction flows
• Bug fixes, design enhancements, and performance improvements
1.4
2015-11-17
• Added 3 Month and 10 Year Rate of Return information for Personal Investors
• Bug fixes and performance improvements
1.3
2015-10-07
Bug fixes and stability enhancements to improve compatibility with iOS 9
1.2
2015-09-11
• Improved compatibility for iOS 9
• Bug fixes and performance improvements
• Enhanced view of Personal Rate of Return
1.1
2015-06-18
• Personal Investors can now view personal rate of return at the account and individual investment levels
• Enhanced messaging to help Personal Investors make informed decisions when buying additional shares