Can I have the Portfolio Balance show Husband and Wife's total rather than one individual total, so staff can treat a big account accordingl
14
votes
Joseph Peralta
shared this idea
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!
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Daniel Porter commented
Another option is Family Total under the Individual Total to include the spouse and kid's UTMA accounts.
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Joseph Peralta commented
Can I have the Portfolio Balance show Husband and Wife's total rather than one individual total, so staff can treat a big account accordingly (if other spouse has little amount).