Assets

Assets

I would like to be able to use the A Account Number, A Cash In Account, A Investment Model -- all the A *** fields in a merge document.  We all need to provide an account list of investment accounts with the investment management agreement ...There is no way to to do this with a merge document.

I see the Net Worth pre-built report so I know the fields are in there somewhere...

How do we get them turned on or added to the merge field list?