Known Issues

Known Issues

• Error updating accounts: "is too long (maximum is 40 characters)" (as of 10/4/2021)
• Carta No Longer Supported (as of 9/21/2021)
• Fidelity Investments (as of 8/23/21)
• Linking Accounts (as of 08/08/21)
• Refresh Blackout Periods
• Voya (as of 08/18/21)