Investment report by Account Type (RRSP,TFSA,Non-reg) and subtotal by Asset Class

Miguel

Hi

I am wondering what will be a way to get a report by Account Type (RRSP,TFSA,Non-reg) and Subtotal by Asset Class or subtotal by Security Class or Goad.

I don't seem to find any built-in report for that?

How can I customize one? I cannot see the Account Type as field to be selected.

Thanks

Quicken Anja

Hello @Miguel,

Thank you for reaching out to the Community with your question.

Unfortunately, there isn’t currently a way to filter reports by Account Type.

However, if you’d like to see this feature added in the future, the best way is to create an Idea Post. This allows other users with the same request to vote on it. Our Development and Product teams frequently review Idea Posts to prioritize new features based on customer feedback.

I hope this helps!