Ability to Upload Documents to an Account, Such as Statements (edited)

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Dick_Davis
Dick_Davis Member ✭✭✭
edited June 9 in Feature Requests

I would like to recommend an improvement to where there can be files uploaded to an account. For example, with a ROTH IRA to be able to upload the monthly statement to the account. I would suggest being able to upload a total of 20 documents, 12 would be monthly statement and the remaining eight would be letters, etc. to the account.

Dick Davis

New Simplifi User and Learning

2 votes

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