What's new on TotalBrokerage

Updates and news from Team TotalBrokerage.

Improvement
February 25, 2021

Account Search

Inactive accounts will now be hidden from the basic account search. They can still be found via the advanced search.

Improvement
February 04, 2021

Selecting a Date

We've made an improvement to the calendar date selector. You can now choose a month and/or year when picking a date. This is helpful for running year over year reports, selecting birthdates, or simply to jump ahead a few months for a date.

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