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Drew LaBelle

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Activity overview

Latest activity by Drew LaBelle
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    Drew LaBelle created an article,

    Resend Rebalance Packages

    During AM imports the associated Rebalance Package which produce the Market Value & Cash Balance display may encounter errors where select jobs within the package error out. This results in the Reb...

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    Drew LaBelle created an article,

    Month to Month

    To move to a month-to-month contract at the end of your current term, please fill out the form attached to this page and return to sales@blazeportfolio.com. Please review your Blaze Portfolio contr...

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    Drew LaBelle created an article,

    Early Termination Form

    To terminate your contract at the end or prior to the end of the current term by filling out the form attached to this page. All early termination fees will be waived. Your current term end date ca...

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    Drew LaBelle created an article,

    Blaze Sunsetting FAQ

    Why is Blaze Portfolio being decommissioned? As part of our ongoing efforts to streamline operations and enhance service offerings, LPL Financial has determined it is in the best interest of its cl...

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    Drew LaBelle created an article,

    Rebalance Workflows

    Rebalancing workflows have been enhanced in v7.16.1. The article below overviews the minor changes as well a new button and modal locations along the Rebalancing process.  The new Run Rebalance rev...

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    Drew LaBelle created an article,

    HTML5 Release Notes

    v7.36.1  August 21, 2024 Enhanced logic to allow single account equity orders to route through Block Acct Enhanced Household Tax Optimization logic to include Tax-Deferred priority settings Improv...

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    Drew LaBelle created an article,

    Dashboard

    The Dashboard contains 6 widgets that provide users with a centralized interface that aggregates and presents key information related to your Blaze system. In v7.16.1 we have introduced 2 new widge...