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Discussions InvestWell Corporate - SQL Feature Request

Suggestion for Client Type

  1. Show the client type column in the Software > Setup > Manage Clients displaying whether a client is an Individual or Non-individual or a Minor.
  2. In Folio Query, even though you are showing Joint Holder 1 and Joint Holder 2, please add an additional column that simply shows whether the folio is in Single or Joint mode.

Thanks. ZEN Money.

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