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 donβt want the inactive plans to clutter the portal up so it is just valuations that need to show through.
Please authenticate to join the conversation.
Accepting Feedback
Feature Request
3 months ago

Tracy Holdt
Get notified by email when there are changes.
Accepting Feedback
Feature Request
3 months ago

Tracy Holdt
Get notified by email when there are changes.