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  1. Allow users to alias portfolios linked to brokerage accounts

    After years of having several manually created portfolios, II recently linked a brokerage account. My old portfolios are named things like Datek, MSSB, Janus... My new linked one got named "TD Ameritrade: JOINT TENANTS WITH RIGHTS OF SURVIVORSHIP JTWROS ######". And I can't change it. The dropdown is so narrow it only shows TD AMERITRDE: JOINT. if I linked a second account I wouldn't be able to tell which is which.

    Please allow me to provide an alias for linked accounts just as I can choose a name for the ones I manage myself. I you need to signal that…

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    0 comments  ·  Feature difficult to use or find  ·  Flag idea as inappropriate…  ·  Admin →
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