Product change log.

Form error visibility

When you submit a form with a missing or invalid entry, the page scrolls so the first error sits in the center of your screen.

Simpler payment method form

The add payment method form on the Payment Methods page no longer prompts you to sign in with a third-party payment service or to save a bank account as a virtual card.

Form error visibility

When you submit a form with a missing or invalid entry, the page scrolls so the first error sits in the center of your screen.

Simpler payment method form

The add payment method form on the Payment Methods page no longer prompts you to sign in with a third-party payment service or to save a bank account as a virtual card.

Account export message Fixed

When you export from the Customers Accounts page, the export window tells you we email the report to you.

Optional label on industries field Fixed

The “optional” label on the industries field in Compliance Level settings displays as intended.

Email address domains

When your clients change their account email, we now enforce the restricted-domain rule at both the request and confirmation steps. A client cannot switch to a restricted domain after signup.

Asset name filter

Your clients can now filter the Assets list by name.

Default asset sort

The Assets page now sorts holdings by value, highest first, by default.

Email domain restriction on change Fixed

The restricted-domain rule applies at both the request and confirmation steps when a client changes their account email.

Asset name filter

You can now filter the Assets list by name on the Customers Assets and Treasury Assets pages.

Default asset sort

The Customers Assets and Treasury Assets pages sort holdings by value, highest first, by default.

Cash available tooltip

On your clients' dashboard, the Cash Available figure now includes a tooltip that explains how the amount is calculated.

Crypto sell quantity guidance Fixed

When a client enters a crypto sell quantity that does not match a coin's minimum increment, they see a clear explanation of what to correct.

Deal minimum investment

When we create or review a deal, we no longer set a minimum investment field. Any minimum already set on an existing deal still applies at the time of investment.

Account identifier on statements and listings

You can now assign a short identifier to an account, for example "Roth IRA #8". Once set, it appears in parentheses after the account holder's name on statements and in the Business Portal. Titling, FBO lines, cheque payees, and wire beneficiaries do not change.

E-signature error messages Fixed

When something goes wrong during electronic signing, your clients see a clear, readable message instead of a raw error code.

Contribution limit calculator Fixed

The contribution limit calculator loads when your clients select the year 2025.

Account identifier display

Where you assign a short account identifier, it now appears in parentheses after the account holder's name in Business Portal listings and statements.

Public securities trading

We are preparing a public securities trading capability. This is groundwork and is not yet available to you or your clients.

Conversion handling for SEP and SIMPLE accounts

We now treat SEP, Roth SEP, SIMPLE, and Roth SIMPLE accounts as conversion (temporary holding) accounts, matching how we already handle Traditional accounts. Inbound funds into these accounts clear without delay.

Separate billing email for companies

You can now have a separate billing email on file for a company. When set, invoices and receipts go to that billing address instead of the main company email.

Mailing address during onboarding

If a client enters a mailing address without a line 2, we no longer copy line 2 from their physical address into the mailing address.

Client authorization email alert

When an investment is approved and placed on hold pending client authorization, you now automatically receive an informational email.

Treasury invoice export

You can now download a CSV of invoices directly from the Treasury > Invoices page using the new Export button, without going to the Customers tab.

Other cash transfers on month-end reports

Month-end account reports now include Other Cash Transfers alongside Deposits, Withdrawals, and Dividend Income Transfers, giving a fuller view of cash activity on the account.

Beneficiary table refresh Fixed

After a client edits a beneficiary, the beneficiaries table updates right away without a page refresh.

Post-login landing page Fixed

After you sign in, the portal sends you to a page your company can access.

Inherited IRA account titling

Inherited IRA accounts now display the standard beneficiary title format (for example, Jane Doe, deceased [date of death], IRA FBO John Doe, beneficiary). This matches the required titling for beneficiary transfers.

Account approval email date Fixed

When a client opens a second account, the approval email shows the new account's creation date.

Client authorization for company-submitted investments

When you submit an investment for a client, we now hold it for the client's electronic agreement before we approve it. Investments a client submits directly are not affected.

Paper statement mailing option

You can ask us to mail paper monthly account statements and invoice statements to a client's address of record. We track delivery on the account.

Email links open the correct page Fixed

Links in emails to investors open the intended page, including signing requests that have attached assets.

Crypto trading available Fixed

Advisors and representatives at companies with the crypto permission can select Cryptocurrency as an investment type on the New Investment page and trade on behalf of clients.

Trust account titling on statements

Statements and documents for trust accounts now show the trust name only, without the FBO account holder name.

Transfer-in signing Fixed

You can edit a transfer-in form, return to the review step, and submit your signature.

Electronic agreement signing Fixed

You can submit your signature on an electronic agreement.

Ledger details page

You can now open the ledger details page. Transaction entries use the terms debit and credit, and each transaction row links to its detail page.

Overdue invoice email Fixed

The overdue invoice email and attached statement show properly formatted currency amounts, and the email links directly to the invoices page.

RMD confirmation on investment forms

Clients subject to a required minimum distribution (RMD) now confirm they understand the requirement in a dialog when submitting an investment form. The previous checkbox is replaced.

Electronic signature on transfer-out requests

Clients now sign transfer-out requests electronically as part of the transfer-out flow.

Trust account titling on statements

Statements and documents for trust accounts now show the trust name only, without the FBO account holder name.

Signature certificate on signed agreements

Signed legal agreements now include a certificate of signature page. Clients can view it in the Documents section.

Agreement signing during onboarding Fixed

Clients can sign legal agreements during onboarding.

Transfer-in signing after editing details Fixed

Clients can sign a transfer-in form after navigating back to edit details and returning to the review step.

Interaccount transfer destination field Fixed

When a client changes the source account on an interaccount transfer, the destination field clears so they can pick a destination valid for the new source.

Month-end report changes

Monthly account reports now show Starting Cash and Ending Cash (renamed from Cash), plus a detailed fee breakdown with category totals. Legacy lifetime and year-to-date totals no longer appear in the report detail view.

Inherited transfer-in types

You can now select Inherited and Inherited Roth as source account types when starting a transfer-in. The destination picker shows the client's matching AET Inherited accounts.

Duplicate address change requests Fixed

If an address change review is already open for an address type, the portal prevents a second request for that same type.

Referral prompt placement

The referral prompt now appears just below the side navigation instead of at the bottom of the screen. The referral button includes a new copy icon.

Transfer-in document view Fixed

The Transfer Details link on a transfer-in opens the transfer, and its details and documents load.

EIN optional on deals

You can submit or edit a Direction of Investment (DOI) without entering an EIN.

Revise action on investments

You and your clients can now use a Revise action to place an eligible investment On Hold For Correction and edit it directly. This action is available on most investment statuses, but not on Draft investments.

Beneficiary share validation

The beneficiary designation form checks that each share percentage falls between 1 and 100, and flags an out-of-range entry before submission.

Cancel a deal

You can now cancel an eligible DOI outright. Draft investments must be deleted rather than canceled.

Simplified deal workflow

You now create deals, invite investors, and submit a Direction of Investment in one flow. The flow covers deal name, investment type, funding details, and documents together. Your clients see a matching simplified submission experience in the Investor Portal.

Member Ownership Ledger form download

Clients completing an LLC investment can download the Member Ownership Ledger form directly from the investment form, with updated branding and copy.

Document vault link error message Fixed

A client who follows an invalid or expired document vault link sees a clear error message.

Passkey name display Fixed

A renamed passkey shows its name in account security settings without empty parentheses.

Rollover upload error message Fixed

When a client or advisor submits a rollover with an unsupported file, such as an encrypted PDF, they see a clear error banner explaining the problem.

Company entity ID access

Onboarded companies can retrieve their own entity ID through the Business Portal. You can use it to add your company to trusts.

Team member username check

When you onboard a new team member, the portal shows a clear error if the chosen username is already in use.

Deal submission document editing

Additional documents attached to a deal submission are now editable rather than read-only.

Asset list filter Fixed

You can filter a client's asset list by a specific asset.

Trust-linked workflows

We are preparing to associate AET trust accounts with a referral partner's company record. This supports trust-linked features for partners.

Resend SMS verification code Fixed

You can request a new SMS verification code if the original expires, without restarting sign-in or two-factor setup.

Onboarding legal agreement submission Fixed

Clicking submit more than once during onboarding no longer causes an error. The button disables after the first click and your legal agreements process on submission.

Passkey setup prompt Fixed

If you use an existing passkey as a second login step, you are no longer prompted to set up a passkey afterward.

Primary phone label Fixed

After you mark a phone number as primary in profile settings, the phone numbers table updates right away.

Pay Investors form Fixed

On the deal page, the Pay Investors drawer refreshes the available cash balance after a payment, shows investment amounts without overlap on mobile, and clears validation messages once you start editing a field.

Account notes formatting Fixed

Notes that contain line breaks and extra spaces now display with their formatting instead of as a single block of text.

Deal document signature marking Fixed

The deals page now marks only the documents that need an account holder signature, such as Subscription Agreements, as required.

Identity confirmation on transfers Fixed

Transfers and electronic agreements include an inline identity-confirmation step as part of the flow.

Passkey rename dialog Fixed

The rename dialog for a passkey created without a recognized device name shows a "Rename Passkey" title.

Deal notes on hold

When a deal is in On Hold For Correction status, its deal notes appear prominently on both the details and edit pages.

Deal status label

The deal status previously labeled "On Hold" now reads "On Hold For Correction", making it clearer that a deal is paused for a correction.

Team member invite email

The onboarding email for newly invited team members has a refreshed design, clearer copy, and a corrected subject line. It no longer shows a blank name field when no name was provided.

Dismissed transaction notifications Fixed

Transaction issue notifications on the ledger page stay dismissed when you navigate away or reload the page.

Transactions page alerts Fixed

Transactions with issues are highlighted in red on the customer transactions page.

Rollover requests through the portal

You and your clients can now submit direct and indirect IRA rollover requests digitally. Upload the required documents and answer the qualifying questions in the workflow, in place of prior manual handling.

Transfer tab alert badges

Your clients now see a count badge on the Transfers subtabs. The badge shows how many items are on hold for correction so they can spot transfers that need attention.

E-signed agreement documents

After your clients e-sign a legal agreement during setup or onboarding, the signed document now appears automatically on their Documents page. The document is saved to the account once signing is complete.

Rollover issue editing

You can now edit rollover transactions that have been flagged with issues and resolve them directly, without contacting staff.

Wire matching for custodian transfers Fixed

Incoming wires that match a client account are classified as a transfer-in, including wires from custodian sources such as Schwab and NFS.

Trust account TIN collection

When opening a new Trust account, your clients now provide a Tax Identification Number (TIN) and indicate whether it is an EIN or SSN. If they provide an SSN or select the trustee role, they also enter the grantor's first and last name.

Trust account TIN fields

Clients opening a Trust account see fields to enter their TIN, choose the TIN type, and, where applicable, enter the grantor's name.

Account status filter

You can now filter your account list by account status, such as active or inactive, to focus on the accounts you need.

Withdrawal description field

Your clients and you can now add an optional description when submitting a withdrawal to flag special cases. If you leave it blank, the field is hidden on the review and details screens.

Transfer-in account titling

Transfer-in requests now include account titling instructions on the form, and the form now captures previous account titling.

Fee schedule in onboarding terms

The Fee Schedule section of the Terms and Conditions PDF investors review during onboarding itemizes the Credit Card Transaction Fee and the Reactivation of IRA fee.

Shipping info on investments

Your clients can now see carrier, shipping speed, and tracking number on the investment details page. They can track mailed checks or documents without contacting support.

Beneficiary selection from existing people

Your clients can now select an existing person on their account to auto-fill beneficiary form fields. The beneficiary form no longer carries information from a previous session.

Improved transfer-in details page

The transfer-in details page now presents its information more clearly.

New investment and move money copy Fixed

The New Investment and Move Money pages show clearer, more accurate descriptions.

Account status filter

You can now filter your account list by account status, such as active or inactive, to find relevant accounts more quickly.

Team member onboarding Fixed

New team members you invite can complete the onboarding form, including phone number verification and multi-factor authentication. The welcome page shows the company name even when the invitation link is missing query parameters.

Move money labels for cash and retirement accounts Fixed

The Business Portal shows Withdrawal for cash accounts and Distribution for retirement accounts, matching the Investor Portal.

Invoice details layout Fixed

On the invoice details page, the Credit Card Transactions table displays correctly and the Invoice Amount header appears in bold.

Redesigned transfer forms

We are updating the transfer request and transfer-in forms with a reorganized layout, clearer custodian and administrator language, and partner branding in the headers and footers.

Late fee on unpaid invoices

We now charge a 1.5% monthly late fee on invoices that stay unpaid past a 2-month grace period. Your clients with overdue balances will see this fee applied to their accounts.

Asset review notifications

We have updated our asset review notification emails. We no longer send separate status-change emails for In Process, Draft, and Canceled states.

Payment setup errors Fixed

When a payment setup step does not complete, your clients see a clear error message.

Onboarding page layout Fixed

The AET logo aligns to the left on the onboarding and invite pages regardless of its shape.

Crypto and metals forms Fixed

The cryptocurrency and precious metals buy and sell forms display with consistent spacing and layout.

Metals shipping on transfer-out Fixed

The FedEx shipping section during a transfer-out appears only when the account holds metals being distributed. Cash-only distributions no longer show it.

Team member onboarding Fixed

New team members can complete phone number multi-factor authentication setup during onboarding without getting stuck.

Documents tab access Fixed

Non-admin company members can see the Documents tab and access Forms. Company Documents remains restricted to Owners and Admins.

Ownership percentage error Fixed

When principals' total ownership exceeds 100%, the form shows the error message at the bottom of the form.

Account drawer display Fixed

Related account tags show proper spacing, and the Reviews tab hides pagination controls when all reviews fit on one page.

New investment button

The button to start an investment now reads "New Investment".

Crypto trading minimums Fixed

You can submit crypto buy and sell orders at the $1 minimum, and the minimum amount check reflects the correct threshold.

Metal price chart Fixed

The metal price chart displays with correct layout.

Beneficiary percentage rounding Fixed

Your clients can save beneficiary splits that total 100% across rounded percentages, such as 33.3% + 33.3% + 33.4%.

Beneficiary relationship options

When you add or update a beneficiary, you now choose from a standardized set of relationship values. This keeps beneficiary records consistent across accounts and reporting.

IRA web flow

Your clients see a smoother IRA web experience for common actions.

Scheduling link Fixed

The booking link routes to the current scheduling page.

Trust role required at opening

When you open a Trust account, you now select a Trust Role. Have this detail ready for your clients' trust accounts.

Precious metals paper form

The Precious Metals/Crypto Buy & Sell paper form now includes an indemnity clause. Use the current version when submitting this form.

Trust Role field

When opening a Trust account, your clients now see a Trust Role field.

Redesigned system emails

Clients now receive redesigned system emails with clearer formatting, corrected copy, the account type and number in the subject line, and the aetrust.com branded URL.

Photo ID for each control person Fixed

You can upload a Photo ID for every control person on an account, and each document is stored against that person's own record.

Download Document Package button

The Download Document Package button no longer appears on the Settings → Documents → Forms page after a company is onboarded.

Trust Role field

When opening a Trust account, you now select a Trust Role.

Redesigned system emails

You now receive redesigned system emails with clearer formatting and the account type and number in the subject line.

Trust account registrations

You can now manage Trust account registrations end to end in the Business Portal.

Transfer-in account types

We now support additional transfer-in configurations, including defined benefit plan (DBP) accounts and a cash account type.

DOI received-date timing

We now set a Deed of Investment (DOI) received date when you first submit it, not when a draft is created. This keeps compliance timelines aligned to your actual submission.

Annual valuation reminders

We now send annual valuation (FMV) reminders on a rolling window based on each asset's own timing, rather than a fixed yearly date.

Assets CSV export

Your clients can export the Assets tab to CSV for their own reporting and recordkeeping.

Asset ID filter

Your clients can filter the Assets tab by Asset ID to find a specific holding quickly.

Fewer ID verification prompts

Your clients see fewer repeat photo ID requests during identity verification, with no change to what verification requires.

Transfer number in transfer-in emails

Transfer-in notification emails now include the Transfer #, so you and your clients can match a request to its record.

Large signing packets by email

When a signing packet is too large for the standard flow, we now send it by email so it can be completed.

Cleaner form navigation

We removed the side navigation inside forms to reduce mis-clicks during submissions.

Bill pay linked to investment assets

We are connecting bill pay activity to the specific investment asset it relates to, including LLC interests. This will give you clearer tracking of payments against holdings.