Investment Platforms
Get the latest news and insights on investment platforms (including digital, mobile and online platforms), and how these developments impact financial advisors, the wealth management industry and more.
TD Bank Customers Report Missing Direct Deposits: 'Where Is Our Money?'
By Dinah Wisenberg BrinCustomers reported missing paychecks and Social Security payments.
October 16, 2023
Schwab Adds TD Ameritrade's Thinkorswim to New Trading PlatformThe platform will be offered "alongside extensive trading education and specialized service," the firm said.
October 16, 2023
Raymond James to Use J.P. Morgan's 55ip Tax-Smart Portfolio ToolThe broker-dealer is the first to use 55ip's technology across its full suite of managed account services.
October 13, 2023
Capital One Banking Customers Report Missing Deposits, Login IssuesCapital One's customer service account on X said the bank's tech team was working to fix a known issue.
October 13, 2023
Citi Customers Report App, Website ProblemsCiti tweeted that its site was experiencing a technical issue and it was working to fix it.
October 10, 2023
Wells Fargo Customers Report Online Account Balance ProblemsThis isn't the first time lately that Wells Fargo customers reported account problems.
October 10, 2023
MOVEit Breach Suits Against Genworth, TIAA and Others Head to BostonJudge Allison Burroughs will oversee pretrial proceedings for about 100 federal cases linked to the cyberattack.
October 04, 2023
Fidelity Investors Report Trading Platform OutageInvestors had problems with options trading on the site this morning, social media posts indicated.