Linked Accounts for Activity customizable information
When viewing the linked accounts to an activity, you can currently only view the account number and the Company name.
For an RIA who maintains one custodian relationship, seeing the company name is quite useless.
It would be helpful to change this in our preferences so we could see the Account Number and Registration or, if not the Registration, then the Account Number and Account Type.
-
Anonymous commented
An activity can cover several accounts and have several linked accounts. Displaying the account number and the Company are only helpful if we have account numbers memorized. RIAs and IARs will most often use the same Company as the custodian. Allowing us to use the Product or the Owner or the Registration, instead of the Company, would provide the clarity need to identify the account.
-
David Foster commented
This is an extremely important update to make. The way you have the program right now, listing accounts by number and custodian when attempting to link to an activity, makes the functionality virtually useless. Anyone who actually worked as an Advisor would have realized this immediately and changed it.
Also, this is not one of those Billy does it this way but Bobby does it that way sort of enhancements. You simply have it done right now in a way that makes it unusable for almost everyone.
Your real problem is that there is no field with an account to put the account name. Instead Advisors use the "product" field to enter things like "Bob Smith IRA" or "Bob and Jane Joint Account"
You need to either make an account name field and have that show up on the drop down that links to activities and notes, or you need to allow the product field to show up in that drop down menu.
-
Anonymous commented
It would be extremely useful to see "Account type" listed with the Account Number.