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File uploads now work with special characters in filenames

January 7, 2026

FixPerformance

We've fixed an issue where files with brackets or special characters failed to upload.

What was happening

Some files failed to upload to the Vault if the filename included brackets or certain special characters (for example: Bray - [Client Review].xlsx). You might have seen the upload fail even though the file itself was valid.

What we fixed

File uploads now succeed even when filenames include brackets or special characters. If needed, Advisor Terminal automatically adjusts the filename during upload so it saves reliably in the Vault.

Where to find it

  1. Go to Vault
  2. Select Upload Files

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