Can you group investment accounts for organization?
I work with 2 different financial institutions with multiple accounts in each - is it possible to create a group under the Investing sections allowing me to organize all accounts under each financial institution - which also would show the total of each of those accounts? For example, I would have a Schwab group with 4 accounts - with the summary total of those accounts. Another grouping for Ameritrade, etc.? I've got them all organized by adding a SCH-XXX in front of each Schwab account, AMER-XXX in front of Ameritrade, etc - which works but doesn't give a subtotal of each grouping. Hope this makes sense.
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