ProStation - 2018 Relaunch FAQs


When did the migration to new software occur?

  • ProStation was relaunched during November and December 2018.

Can I continue to use the old tool?

  • The legacy tool was available for use until January 14, 2019.
  • Data in the old tool displayed EOD values for October 31, 2018.


What happened to the old tool after January 14

  • The legacy tool was redirected to the new tool.
  • It is no longer accessible and/or supported.

What has changed?

  • The new ProStation includes a number of improvements, include: streamlined MFDA-Compliant Proposals, responsive design (works on mobile) Model Portfolios and improved mutual fund support.

Will Portfolio and Watchlist entries I created in the old tool be migrated to the new software?

  • On December 31 the new tool is pre-populated with Portfolios/Watchlists entered up-to November 20, 2018
  • Any new or modified Portfolios/Watchlists from November 20 - December 31 in the old software was migrated on January 7 at 2pm ET
  • Any new or modified Portfolios/Watchlists in the old tool after December 31 at 2pm ET will not be migrated.

For more details:

Who do I contact if I have concerns with the migration of my data?

  • Complete the following form and a data analyst be assigned to review
  • Select Investment Tools > Globe Advisor


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