I'd like to see availabilty of a client's statements, for advisors, included in a future
upgrade - e.g. a a copy of the electronic bank statement being stored alongside
the client's file, or an option for a client to pre-approve their advisor to
download statements, in their 'advisor authorisation' screen. Kym Yeoward
Darwin M 0428 405 499 5May2013
"Bank statement download facility for LiveAccounts Advisors"
1 Comment
- Status changed:NewtoArchived
Thank you for the idea. Unfortunately, this request has had no support from the community since it was submitted, so we are moving this idea to the Archived status. For more information on Idea Statuses, please read this article: Changes to our Idea Exchange pages
