Tailwag - Add "Account Balance" field in advanced search.
Tailwag - Add "Account Balance" field in advanced search. I would like to be able to view individual account values not just portfolio value
13
votes
Petrita Leyba
shared this idea
The 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!
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Anonymous commented
We get charged for "zero balance accounts" which mistakenly weren't closed. With the ability to utilize under "FIELD" an Account Balance filter rather than the current Portfolio Balance filter, we can ID these accounts quickly without having to do a custom export. It would save a lot of time [and $].