Product Release Notes: STP Investment Services

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minor enhancement
report builder
September 30, 2021

Enhancement to Original Account ID Dashboard

What Changes Were Made:

The Original Account ID column now populates on the Global Recon Dashboard for Account Summary, Transaction Details, and Position Details.

Why Is This Important:

Original Account ID is an account-specific UDF commonly referred to by clients. The EAGLE Account ID has a specific naming convention that is required, but the Original Account ID created by the client, which they are usually more familiar with, will now also populate to reduce confusion.

How to Get There:

Login>Global Recon

Dashboard>Account

Summary/Transaction

Details/Position Details

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