Occasional Data Load Issues in Firm Portal

Update timeline

1. identified Jul 27, 2023, 04:55 PM UTC

   What Happened? Some firm users are running into difficulties viewing data in their firm portal. If you are affected by this, please know that your client portal is not having any difficulties. Our team is actively working with the service provider of which this is stemming from to resolve this immediately. If your data isn't loading, please wait five minutes, log out, and back in. If the issue persists, please email [email protected]. As soon as we have an update, we will follow up right away.

2. monitoring Jul 27, 2023, 09:31 PM UTC

   What Happened? Some firm users were running into difficulties viewing data in their firm portal. Current Update: Our engineering team has resolved this issue but is monitoring this actively while a long-term solution is put in place. Once there is an update on this permanent solution, we will send out further communications. Our team is available for assistance, and we sincerely apologize for the inconvenience this may have caused. If you run into any further troubles, please reach out to us right away. We are committed to providing you and your team the best experience possible and look forward to having this fixed. If you have any questions, please email [email protected]. Thank you for your patience.

3. resolved Sep 22, 2023, 04:49 PM UTC

   This incident has been resolved.