We are currently merging a few QF accounts into one. With each customer I need to modify their details and select the correct ‘Trading Style’.
Is it possible to export the client data along with another column which shows which ‘Trading Style’ they have been associated with? I just want to do a quick, bulk, manual check once I’ve merged the accounts to ensure no mistakes have been made i.e. a client has been assigned to the wrong ‘Trading Style’.