Security Double data entry
Under Review
August 26, 2025
When we add securities belonging to the applicant to the Fact Find it does not populate the security data into "Security" tab in Broker Engine - we then need to re-enter each security separately there again.
Too much doubling up of data entry guys - please would you fix this also, so that once a security is entered in anywhere, it shows up everywhere that is relevant to that applicant.