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How can I leave feedback or make suggestions about Portfolio Flow?

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Description

I’d like to submit feedback about Portfolio Flow. How can I do that?

Solution

There are two ways you can do this:

  1. From within Portfolio Flow:
    • Scroll to the bottom of the Assets window
    • Click on “Settings”
    • Click on “Send Feedback”. An email form will display.
    • Type in your suggestions and click ‘Send’ when you are done.
  2. Directly via email:

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