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I could... IF the brokerage report gave totals! Instead, Capital Group-American Funds has over 20 funds listed on their 1099-DIV with 15 columns of various data...
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Client has many brokerage accounts with multiple mutual fund holdings. I would be a helpful check if entered dividend data could be downloaded to excel to verif...
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Client gets blank screen when they log in this year. They don't see the documents I sent them last week, though on my screen I see them.Another client uploaded ...
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