All ideas

Investor Dashboard should have a chart that shows the investor's trailing twelve months (TTM) of cash flow to current day, and future twelve months (FTM) of anticipated cash flow based on current investments. Extra credit if chart include current ...

When viewing investments, they are presented in a paged list. The default page size is 25. Changing the page size to greater value does not stick and is reset to the default each time you revisit the investor dashboard. Making it stick as a user s...

Please describe your idea/enhancement. TurboTax allows to automatically import tax forms from multiple institutions, like Wells Fargo, Fidelity, etc. How will this idea help you? This will save time and avoid manual entry errors. Who will it benef...

Upright overall performance metrics - total, pay on time, default, etc. Account overall performance metrics

Please describe your idea/enhancement. When you are looking/organizing at your investments by alphabetical order or by accrual, maturity, or last payment date and select one the same order does not hold when you go back to the page to look at the ...

Please describe your idea/enhancement. Add row to "Active" loans "Payments Past Due" to indicate if any of their loans were or are past due at any time during the life cycle of the loan. Add row to "Repaid" loans section "Payments Past Due" to ind...

Add a list of projects that have been submitted for funding to allow users to be able to see what applications are pending review/approval. This prevents multiple applications from being submitted.