1774588708743 Glide Changelog V.2026.3.26by Sameer KapurUpdates: Balance visibility for existing shares - Members can now see their available balance while completing actions on existing shares (e.g. funding, adding owners/beneficiaries, etc) within the member flow.
1774410918396 Glide Changelog V.2026.3.24by Sameer KapurUpdates Staff Dashboard Performance Update - Significantly reduced load times when viewing the applications page on the dashboard Onboarding Page Performance Update - Significantly reduced load times for members viewing the onboarding
1773972593339 Glide Changelog V.2026.3.19by Sameer KapurUpdates Add Deceased Individual to Trust (Dashboard) - Institutions can now add a deceased individual to a trust directly from the dashboard to accurately reflect trust ownership and account structure. Activity Trail for Auto-Approved
1772751309256 Glide Changelog V.2026.3.5by Manan ModiUpdates: External Plaid IDV Sessions: clients are now able to create and send Plaid IDV sessions directly in the Plaid dashboard for use when verification is needed, but a new application is not wanted. Sessions will be billed as a new
1772576534863 Glide Changelog V.2026.3.3by Manan ModiUpcoming Release Dates: Production Environments: Product CMS (Production): 3/3 for all FIs. Learn more here. Changes for all products mentioned above will be live following our 03.03.26 deployment.
1772145365076 Glide Changelog V.2026.2.26by Manan ModiUpcoming Release Dates: Production Environments: Product CMS (Production): 3/3 for all FIs. Learn more here.
1772034760470 Glide Changelog V.2026.2.25by Manan ModiUpdates: Updated Trust Flow: We've redesigned the trust account setup experience to be simpler and more intuitive. Members now add all trust roles (trustees, trustors, and successor trustees) upfront, with a clear option to add someone
1771544099128 Glide Changelog V.2026.2.19by Manan ModiUpdates: Auto-balancing Beneficiary Percentages on Symitar: when a member adds beneficiaries to their account, the system will now automatically split percentages equally among them. Those amounts will appear on the signature card and
1771369231863 Glide Changelog V.2026.2.17by Manan ModiUpdates: Pre-filled Applicant Information: Applicant name and zip code are now automatically pre-filled during the member flow funding experience, reducing manual entry and improving the application experience. QualiFile Decline Reason
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