I sent them a report. I also initiated a query with CHAT but all I got was to load CSV, but I do not use CSV or attach the data to my accounts. The only connections I have are for my Credit card Accounts.
While I have a file # and staff are supposed to contact me Monday (prob. to educate themselves or get someone more experienced), anyone else running like this? I prefer to manage my own records
and do not wish to connect my investment accounts. Using Classic in Canada on Windows 11