1775619658548 Glide Changelog V.2026.4.7by Sameer KapurDigital Account Opening (DAO) Minor Account Approval Logic - Minor account applications initiated from the staff dashboard now follow the same auto-approval logic as the member flow, unless additional pending reasons have been configured
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
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