New Business Events - Additional Contribution Types

Fund switch recommendations would be helpful to record here too. Maybe with a notes field to detail the old and new fund. Or even better being a able to select from preloaded funds from FE or Morningstar.

Area of the system
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Upvoters
Status

Completed

Board
πŸ’‘

Feature Request

Date

Almost 3 years ago

Author

Andrew Neligan

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