Tamarac Trading
- Identify who placed a trade on hold
- Searching for accounts just got easier
- Locate and assign models more easily
- See custodial trading restrictions before you rebalance
- Boost Trade Review load speed with account filters
- See detailed statuses for proposed trades in Trade Review
- See trade commission and fees in Spreadsheet View
- Additional Order Blotter columns available in bulk reports
- Added additional fields to Security Information upload specifications
- Introducing Selective Sync
- Updated Multi-Factor Authentication (MFA) Password Requirements
- Introducing the modernized Trade Review page
- Experience remarkably faster load times on the Trades on Hold page
- Introducing the Trading Dashboard makeover
- Intraday pricing is now managed from System Settings
- Modernized Rebalance, Rebalance Summary, and Spreadsheet View Pages
- Sunsetting Classic Rebalance, Rebalance Review, and Trade Summary Pages
- Add or Update Trade Order Instructions in Bulk
- Track an Order’s Progress After You Split or Merge It
- See more information on the Order Blotter page
- Use intuitive order settings
- Better split order tracking
- See Trader notes in platform pages
Archival Enhancements
For enhancements through 2024, see Archival Enhancements: Tamarac Trading.