Clone account
It would be nice to be able to clone an account instead of having to create a new one when there is a Roth conversion. Everything is exactly the same except the account number. So if I could clone the account and then just change the account number it would save me hours of work as we do lots of conversions.
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Matt Christy commented
Hi, I agree that this is absolutely necessary. We have some Insurance Products in our CRM and it would be useful to be able to "Renew"/"Copy"/"Clone" the Account so that we can keep a list of expired Account's Data without having to create an entirely new account each year.