Security Price Update for Added Accounts: Universal price update for all added accounts holding the same added security not on a feed.
I have dozens of clients with mutual funds and stocks that are not reported on the Albridge feed. (ie. CLTCX) Some other added accounts have stocks held with the transfer agent or clients hold restricted stock.
Even though the price of the security is published, I must go into every account to update the price of the security because of it not being on a feed.
Can we have a feature, whereby if an added account holds a security such as AT&T, I enter the price of AT&T as of a certain date, then all the added accounts holding AT&T will have their price updated automatically?