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Reconciling portfolio monthly.

Is there a quick way to check and accept multiple dividends from different companies? For example all my dividends from May. Rather than going into each company and accepting them.
  • Hi Michael,

    Thanks for your message! To answer your question, we do not have this option available currently. The idea is that we assume clients check in with their portfolio every now and then to check & confirm their dividends. 

    Nonetheless, another client suggested the same idea a while ago and it would be good to add your vote to their idea to add traction. 

    Here is the link:

    Have a wonderful weekend!


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