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Request soft dollar tiers #56

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wboayue opened this issue Mar 2, 2023 · 0 comments
Open

Request soft dollar tiers #56

wboayue opened this issue Mar 2, 2023 · 0 comments
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enhancement New feature or request
Milestone
Financial Advisor

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@wboayue
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wboayue commented Mar 2, 2023

Requests pre-defined Soft Dollar Tiers. This is only supported for registered professional advisors and hedge and mutual funds who have configured Soft Dollar Tiers in Account Management.

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@wboayue wboayue added the enhancement New feature or request label Mar 8, 2023
@wboayue wboayue added this to the Financial Advisor milestone Mar 10, 2023
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enhancement New feature or request
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@wboayue