rsmerrin's Avatar


30 Jul, 2020 02:53 PM

When addiing a transaction to an investment account, when I click on the securities would it be possible to have a button that I could click on that would bring up a popup screen with reminders that are available for the investment account working on. Then I would like to be able to add the reminder I needed to the investment account by just clicking on it.

  1. System closed this discussion on 29 Oct, 2020 03:00 PM.

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