Total Accounts Chart on Account page should be just open accounts
Clicking on the "Today" page, and then "Accounts" gives you a circle chart that lists Accounts by Type. I feel this chart should only list the "open" accounts, as if they are "closed" then it isn't an active account under management (aum) anymore.
15
votes
Tara Kos
shared this idea
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Chuck Vercellone
commented
This is also noted in another suggestion holding 68 votes - it's noted as received and under discussion but has been for some time. I don't understand what the issue is here - seems a no-brainer that closed accounts should not be accounted for on this screen - does not give an accurate picture of the practice.