Add a fund number column to the account assets
The existing columns are Asset Name, Symbol (Ticker), Shares, Price, and balance. Could you add a fund number column too. Lots of paperwork needs the fund number and ticker and it would be nice to have it in one spot in RedTail.
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Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!