Allow user to assign Account Type as needed
bobluck Member ✭✭✭
User should have the ability to set account type as account is used. If an investment account is used as a checking account, then let user set it that way from the account settings dialog box. We keep being told that this is not an option, but your own product Simplifi Allows just this. Solution to missing options in software should not be to sell customer another piece of software.