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Jay

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  1. 79 votes
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    Jay commented  · 

    Many clients want to see their overall allocation from ALL household accts, not just by individual name. This can be presently be done with the Morningstar subscription and is very helpful. Please consider adding this feature.

    Jay supported this idea  · 
  2. 102 votes
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    Jay supported this idea  · 
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    Jay commented  · 

    This should also be true for running a Morningstar Snapshot Report. Husband's and wives often like to look at the TOTAL account allocation of ALL of their accounts combined.

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