Drew LaBelle
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Recent activity by Drew LaBelle Sort by recent activity-
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...
Offboarding Reports
Restriction Report For a complete list of all Restrictions and associated details navigate to Admin > Restrictions Utilize the 'Restriction Report' button in the top right to export all system rest...
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...
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...
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...
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...
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...
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...