Tj Walker
My feedback
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24 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Tj Walker supported this idea ·An error occurred while saving the comment
At my Old Broker Dealer they had a section called Know Your Client and every meeting I was able to print out this form and update the information with the client right there. So adding the Know your Client information to the Personal Profile Form so it can be printed out and information be filled in if we have it and left blank if it is missing would be great. This would allow us to see all of our clients information in one place.