Effective January 16, 2026, the Open/Unrealized Positions view will no longer be available when viewing individual accounts in Wealthscape. At that time, the enhanced Open Positions page will become the sole default view for displaying open position details within an account.
The enhanced Open Positions page offers a modernized experience and includes both familiar and new functionality, such as:
- An updated design aligned with other enhanced Wealthscape pages
- Data flags that highlight important position information
- Two viewing options to support different user needs:
- A data-light simple table view (available to investors and professionals)
- A customizable, data-dense grid view (available to professionals only)
- Advanced search and quick filter capabilities to efficiently navigate large accounts
- A position-level contextual menu with access to additional details and actions
- CSV and PDF export options from both views to support recordkeeping and sharing
The enhanced Open Positions page will continue to display by default after an account search. It can also be accessed in Wealthscape through the account contextual menu by selecting the “Open” tab.
TC8712079(0126)1
