GPS Release Notes

Release V.17 Investment Election Change form update

Release V.16 Variable Annuity Optimization (VAO) SIS and VAO for Fidelity Account Fees has been updated

Release V.15 P4 added as a new account opening program option

Release V.14 Schwab IRA forms updated to new version

Release V.13 Dashboard Enhancement: Resend DocuSign message

Release V.12 Alight & Allworth SIS Release Note 05.22.24

Release V.10 Fidelity Non-Qual Personal Registration Release Note 05.03.24

05.03.24 Enhancements & New Features

What Is New?

Fidelity Non-Qualified Personal Registration New Account type added.

Advisors can now open a Fidelity Non-Qualified (Strategy Plus, EPIC Standard and SMA) account in GPS.
Registration types include:

Individual
Joint
GMA
UTMA
Estate
Conservatorship
Guardianship

Required Forms include:

Fidelity Brokerage Account Application Personal Registrations

Optional Forms that can be included are:

Transfer of Assets
Standing Bank Instructions
Transfer On Death

Fidelity Non-Qualified Personal Registration New Account type added.

Advisors can now open an EPIC standard account in GPS.
Registration types include:

IRA
Rollover IRA
SEP-IRA
Roth IRA

Required Forms include:

Fidelity IRA Application

Optional Forms that can be included are:

TPFG Standing Bank Instructions
Transfer of Assets

SIS Forms Have Been Updated to a New Version.

Advisors can now use the updated version of the SIS to open accounts in GPS for the following account types:

Strategy PLUS SDBA
Non-Discretionary
SMA
Strategy PLUS
Insight Capital SDBA

Self-Service, “Resend DocuSign” Button Added on Rep Dashboard

The self-service, “resend DocuSign” button is now on the Rep Dashboard.

Any user can effortlessly initiate a resend of DocuSign envelopes directly from their dashboard if an envelope ID is listed on the envelope ID column.

Enhancement:

Improved email subject language for specific transitions on Service Requests.

Now, when a user initiates a request and is passed to an Advisor for data entry, the email subject will accurately reflect the transition, eliminating the placeholder language and enhancing clarity in communication.

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