FA Edition: Auto sum multiple account values into a single "user defined field"
FA edition. Would like the capability to auto sum the "account amount" value of multiple contracts into a single "user defined field. For example 1 household could have 4 separate investment contracts under the Accounts tab and it would be helpful if the value of all of those accounts could be fed into a single data line in "user defined fields" and for the dashboard widgets.
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Cameron Conway
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