Client Portal Release Notes 2026

Configure Flex with AI allows you to create and manage Flex Queries using plain‑English descriptions without manually navigating query fields or settings. This natural language interface interprets your data requirements and automatically builds the corresponding Flex Query for you. Simply describe the data you need, and the AI will configure either an Activity Flex Query or a Trade Confirmation Flex Query. Once configured, a preview of your generated query is displayed and includes placeholder data to illustrate the selected sections and columns. The final report can be downloaded in multiple formats (CSV, XML, or Text). You can also save queries as reusable templates and schedule them for future delivery.

The tool supports all account types currently available for Flex Queries. Data is available up to the previous business day with the exception of Trade Confirmations which can include trades data for the current day.

For more information about Configure Flex with AI, visit the user guide or FAQs.

To view all available data fields, visit the Activity Flex Query Reference and Trade Confirmation Flex Query Reference pages.

Trading BIP and ETP Perpetual Style Crypto Futures

We’ve added support for trading BIP and ETP Perpetual Style Crypto Futures—simply enable US-Crypto trading permissions to get started.

Last Size Extra Decimal Feature

The "Last Size Extra Decimal" feature controls how Last Size values are displayed across platforms. By default, Last Size values are displayed as integers. When configured, the feature formats Last Size values to a specified number of decimal places, giving users greater precision in how trade size data appears in the interface.

For more information about the Last Size Extra Decimal Feature, visit the FAQs.

Client Portal for Mobile

Client Portal is now optimized for mobile, offering app-like performance from your device's home screen with no download required. Choose the platform that best suits your needs.

To learn more about Client Portal for Mobile, visit the FAQs.

Watchlist Support for Investment Themes

You can now quickly add all or select companies from an Investment Theme to an existing or new watchlist with just a few clicks.