Desktop Experience & Interface

Currently, the system only provides access to PPM after you make a financial commitment. If i decide not to sign the PPM, It takes 5 days or so to get the money back. Better would be a way to read the PPM before committing capital. This could be e...

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...

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...