Family Portfolio Aggregate link
When viewing the head of household in "view family accounts" it would be nice to have the Portfolio Balanced reflect the family aggregate. Right now you can see all the account, but have to either click on Portfolio Balance or Accounts to see the true family account aggregates.
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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!