Home page widget showing cash balances for investment accounts

Scott Hearan
Scott Hearan Member ✭✭
edited June 2021 in Product Enhancements (Windows)
It would be great to see cash balances of investment accounts on the home tab. I have a report created to show this on the toolbar, but that requires a click. It would be very beneficial to have this information "in your face" on the home tab to spur action.
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  • Scott Hearan
    Scott Hearan Member ✭✭
    There is an Investment Account Activity widget/module. Could the cash balance be added to this???

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