
Jodi Jackson (Customer) asked a question.

Jodi Jackson (Customer) asked a question.

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100%!
you should put this on the feedback and ideas page :)
Dear Jodi
Thank you for posting! This is also on the Ideas Hub and the good news is that a solution is currently in development. Watch this space!
Thanks,
Chantal McNaught
Client Success team
The trust & IBD ledgers have been partially integrated making it easy to do a simple transfer to/from IBD for an existing IBD account, but ...
On our old system we entered the principal, interest, RWT and admin fee and this was reflected in BOTH ledgers requiring only one entry - more efficient and not open to human error.