Accredited Investor Services

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. 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...