We recently converted to AdvisorEngine from Junxure desktop and have come to realize that the Master Account field (which we use for all of our Schwab accounts) is now a text field and not a list drop-down.

We currently have 16 different existing masters at Schwab and are anticipating several new one's when our TD Ameritrade accounts transition over to Schwab.

To avoid typographical errors (for which there is no failsafe in a text field) we would hope that this could be something maintained in List Maintenance.  (interestingly, our list from junxure desktop has been imported into the system, it is simply not in use.)

Thank you,

Jenise C. Jeffers