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Reporting & Data

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Permit basic account data (e.g. dollar value of all investments) to be collected with a secure third-party aggregator

Many discount brokerage firms, and other personal finance-oriented firms, have an aggregator feature that, once set up, displays and updates financial account values from accounts held by the client at multiple institutions. So, when I log onto Sc...
Guest 12 days ago in Reporting & Data 0 New

YTD interest earned instead of total earned

this will be good for tax planning

Monthly PDF Statements

Please describe your idea. It is standard practice for all financial platforms to offer a PDF download of monthly statements that reflect the current balance (value) and holdings for an account. How will this idea help you? Reporting and portfolio...

Add API interface to investment offerings and investor data

Please describe your idea/enhancement. provide REST API to query current offering my investor information (current, past investments). How will this idea help you? Allow me to query investment opportunities using my own search criteria and preferr...
Mark Marlow 12 months ago in Account & Portfolio Management / Accredited Investor Services / Reporting & Data 0 For Future Consideration

Add cash flow chart showing 24 months of cash flow from TTM to FTM

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 ...
Mark Marlow about 1 year ago in Accredited Investor Services / Reporting & Data 0

TurboTax tax form import

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...
Guest 11 months ago in Accredited Investor Services / Desktop Experience & Interface / Reporting & Data 0 For Future Consideration

Overall Performance Dashboard

Upright overall performance metrics - total, pay on time, default, etc. Account overall performance metrics
Lawrence Sutton 6 months ago in Accredited Investor Services / Reporting & Data 0 Considering