Trying to get a good overview of investment and insurance accounts is impossible. I never thought I would miss CRM. You have made our lives so confusing and difficult to show new people. Hate the new system.
The 1500 was the foundation document for FINRA and our business model and you have almost made it obsolete. The fact that the 1500 input was an after thought, shows how much you value this information. Then made it impossible to input with glitches on every page.
We have also learned to not submit cases anymore. We just accept that there is no solution and put it in notes and move on. Too hard to expect corrections, or answers.