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Clients of Donaldson Capital Management (DCM) can easily access all of their investment account balances and allocations, reports, documents, and contact their advisor from their mobile device.
What's New in DCM Portal
5.22.1
February 5, 2026
- Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes
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