Is there a way to customize the account names? It seems like the default is something like: Bank, Account Type, Account Name, Account number (example: “Vanguard - Investments And Retirements - xxCustomerName - Roth Ira Brokerage Account - Xxxxxxxx - xxxxxxxx (xxxx)”). If you have multiple accounts a…

Custom Account Names

heather Split this topic February 3, 2023, 9:04pm 14

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