New Advisor Notification for ACH Payments

ALL PLANS

ACH Payment Initiation Notification

Advisors can now receive an email notification as soon as a client initiates an ACH payment, providing earlier visibility into incoming payments. This notification is separate from the existing ACH payment settlement notification, which will continue to arrive after the payment clears. Advisors can turn the new notification on or off from their notification settings. Credit card payment notifications and workflows are unchanged.