Under the client account section on the Account Card can you add a field that is called "Account Nickname" And have this field be part of the "Accounts by Contact" export. We use account nicknames in addition to the account numbers around the office as to designate the account without having to remember a crazy number that is different from custodian to custodian. Thanks
This suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
Our office doesn't even utilize the accounts section because you aren't able to name the accounts. I would make it significantly more convenient, especially if this data was able to sync/export.
Karen LIng commented
Agreed. The field that imports from RBC only shows "RBC (etc.)" and their account number. It's unfortunately a "key" field for the data import so if you edit it a duplicate record for that account is created which can wreak havoc with portfolio value (doubles it!). An account nickname would save all kinds of time spent on looking up the number somewhere else to verify which account it is.
It's great to have account data feeds right in each of my clients, but I need to make a greater differentiation for the accounts. Nicknaming would allow me to do this, and have a quick visual reference when I'm speaking to a client - rather then to have to reference another file or document to see what wholesaler each account number is held with. I need to do this by client as a minimum. Ideally, I could do this on a broader scale for each wholesaler, as the feed comes in, and it would show in the client accounts area.