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Re: Truist Investment Set Up for Transactions Download (edited to add more clarity)
Here's the final resolution on this, for anyone else who may be looking. We all know that Truist actually uses National Financial Services as the clearing house for investment transaction, and we pre…6 -
Re: How can I get Payee transaction totals even if transactions are split into categories and transfers?
I submitted a feature request this morning...there's a big backlog, so who knows if/when it will ever get acted upon, but at least I know I'm not crazy about the ask. Thanks again!1