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
Client Portal, Plans

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Upvoters
Status

Accepting Feedback

Board
πŸ’‘

Feature Request

Date

3 months ago

Author

Tracy Holdt

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