← Changelog
v1.40
Inline Inbox compose, delete a property, Insights for everyone
Start a new message beside your Inbox list, delete a home from Properties, and open Insights without a feature flag. Charles Schwab links like other brokerages, and chat only shows people who've joined the thread.
InboxPropertiesInsightsAccountsChat
Now you can
- Compose a new Inbox message beside the conversation list
- Delete a property from the Properties page
- Insights open for everyone without a master flag
- Charles Schwab connects on the normal brokerage path
- Chat avatars show people who joined, not silent household viewers
New
- Inbox opens a draft beside the conversation list. Pick recipients in the To bar and write without a modal overlay
- Delete a property from the Properties list or detail page (linked manual mortgages go with it)
- Insights are on for everyone: actionable pattern cards include evidence and a clear next step
Updates
- Charles Schwab uses the same SnapTrade-first brokerage path as other institutions
- Chat and Inbox only list people who've messaged, been added, or been @mentioned. Silent household viewers keep access without crowding avatars
- Continue by email opens its dialog immediately while addresses prepare in the background
- Mentioning an advisor shows "You added…" above the message that brought them in
- Duplicate investment accounts are matched more accurately across providers so fewer doubles stick around
- Folder Vault is the only Vault. The legacy grouped view and APIs are gone
Bug fixes
- Chat notifications wait for a successfully saved message and respect who is actually in the thread
- Participant avatars no longer show through each other in the header and Inbox
- Member Inbox keeps its loading skeleton until chats and alerts are ready together