Comment
Level 1

This would be a great idea.

ProSystem allowed for this. One of the most powerful dynamics here is how this can come through on the organizer. Right now, a brokerage statement with interest and dividends shows up separately on the organizer and, of course, needs to be input separately. 

This would allow for more efficient identification of whether we need to request a consolidated 1099 or whether this interest/dividend income is from a separate account.