The Product Team at Zoe had an amazing month and we’re excited to share our updates with you.
If you have some feedback I would love to hear it. Here’s a link
Easily transfer cash between your clients’ investment accounts! When initiating a new transfer, select Internal Transfer to specify the accounts to transfer between.
Digital Roth Conversions are here! Now you can effortlessly convert Traditional IRA dollars to Roth for your clients with a few clicks. Simply click Transfer Funds on an account, then select I Want to Make a Roth Conversion.
Monitor and track account transfers! You can access this from the left menu under Transfers.
Clients can edit existing or add new beneficiaries for their investment accounts. This can be found in the account settings section of their dashboard.
Find this information in the Info tab of the details view for an account. If it’s a joint account, both clients will be listed.
There were some instances that an ACAT transfer was moved to complete intra-day, but holdings and balance data would not show up until the following business day. We made an improvement to align on timing.
Save time onboarding new clients by sending all new accounts for one household in a single envelope.
This includes grouping your clients at the household level as well as household performance reporting.
We’re working to improve the organization and layout of the dashboard to make it more conducive to your workflow.
