Account quick transfers - recommend choosing child account
For quick transfers from the fund profile. you can only initiate the transfer from the parent account, so it would be helpful to have a prompt asking you if you would like to switch the transfer to be from the child account instead of the parent account. This would resolve a lot of headaches from accidentally posting to the parent account instead of child account.
Christina Agapito
shared this idea
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Alison Hawkinson
commented
Also, we used to have the ability to change the "From" account once we started a transfer. In the fund, I would choose the parent account for the transfer and once on the next screen, be able to change the "From" account to the child account. This capability changed within the last few days, likely from the beginning of Nov software updates.