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Notice of Change: Account Access Layers

Change Notice Date: August 25th, 2025

Change Target Date: End of week starting September 29th, 2025

Both Bank Account and Investment Account tasks will include the ability to capture or view the applicable access layers directly within their respective tasks.

What Does This Mean for You as a Fenergo User?​

  • This new capability will apply to Bank and Investment Account tasks.

  • There will be a change to the task interface.

  • If Dynamic Assignment Configuration is enabled, the access layers will be driven on Dynamic Assignment Configuration.

  • End of September:

    • The new functionality for Bank Accounts and Investment Accounts will be enabled on all production environments that have Investment Accounts enabled.

Why Are We Making This Change?​

This change is designed to provide greater clarity and control over account access.

Need Help or Have Questions?​

If you have any questions or require support with this transition, please contact your Fenergo Client Partner, who will be happy to assist you.