Ability to include inactive accounts values in graphs
It would be useful for the graphs to include values for inactive accounts. The net worth graph loses historical accuracy if there is a transfer of an investment between providers. Many client have 10 years of valuations on one platform which do not show if a replatform is done. Ideally we don’t want the inactive plans to clutter the portal up so it is just valuations that need to show through.
- Area of the system
Status: Accepting Feedback
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