V.2026.9.17

Digital Account Opening (DAO)

Improved Column Picker on Create Report - The Columns dropdown on Create Report now supports search, Select All, and Clear All, and shows a running count ("12 of 63 selected") instead of a truncated list of columns.

Referrals Moved to Configure Tab - Referral settings now live under Configure > Deposit Account Opening. The legacy Settings tab has been retired.

Change Funding Source on Transfer - Members funding an account via bank funding can now change the linked bank account instead of being locked to a previously used source. Note: this applies to FIs that allow members to fund from previously connected funding sources.

Business & Trust Names on Membership Selection - Members with multiple business or trust memberships now see each entity's legal name on the membership selection screen instead of a generic "Business" or "Trust" label.

Disposable Email Blocking - Deposit account opening now blocks disposable/temporary email addresses at every email input in the flow, prompting applicants for a real address before they can continue.

Trust as Beneficiary - Institutions can now add a trust as a beneficiary on an account from both the staff dashboard and the applicant flow. Contact your DPM to enable.

Teen Membership Flow - Applicants 13-17 can now open a membership without a joint owner via a new membership type. Contact your DPM to enable.

Activity Trail: Application View Logging - When enabled, the dashboard logs an entry every time a staff member views an application, with repeat views by the same employee deduplicated to once every 15 minutes. Contact your DPM to enable.

Direct Deposit Switch Provider Options - Institutions with their own vendor contract can now route direct deposit switching through Pinwheel or Atomic instead of Glide's default provider, Truv. Contact your DPM to enable.

Middesk Reseller Update (KYB) - Institutions can now get their own Middesk dashboard to order and manage additional business verification reports directly. Contact your DPM to enable.

Digital Loan Application (DLA)

"No Employment History" Option for Unemployed Applicants - Applicants who select Unemployed can now indicate they have no previous employment history, skipping the previous employment section entirely instead of being forced to fill out fields that don't apply to them.

Loan Categories & Subcategories Publishing Journey - Loan category and subcategory changes now flow through the same staging-to-production publish workflow as other dashboard settings — stage, publish immediately or on a schedule, and restore a previous version, all logged in the activity trail.