Add cusip ID's for muni bonds in "investments" [edited]

cardman1010 Member
edited September 2020 in Feature Requests

Can you add cusips for muni bonds in "investments"

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  • Coach Tappan
    Coach Tappan Retired Coach ✭✭✭✭

    @cardman1010 Thanks for your question. Our development team is currently working on an upgrade to our Investments module that will provide a lot of new options and features to manage your investment accounts in Simplifi. We'll be happy to pass on your request to allow adding, and displaying, the CUSIPS number for stocks and bonds along with the ticker symbol. We appreciate your suggestion!