Skip to Main Content
Upright Roadmap
ADD A NEW IDEA

Desktop Experience & Interface

Showing 2 of 17

Page size on the investor dashboard should be sticky

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...
Mark Marlow about 1 year ago in Accredited Investor Services / Desktop Experience & Interface 0 For Future Consideration

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