Skip to content

MS

My feedback

2 results found

  1. 1,357 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    MS supported this idea  · 
  2. 44 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    MS commented  · 

    I suggest adding the ability to create different types of licenses and credentials for contacts (i.e. CFP, CFA etc.). This is currently limited to FINRA licenses only.

    MS supported this idea  · 

Feedback and Knowledge Base