• Is there a way for me to set advanced reminders or have them imported to Sharesight when I want to remind of forms expiring or end of financial periods such as tax year start / end, dividend periods etc?
• It would seem like it could be a fairly straightforward thing to implement as a reminder message or pop-up perhaps?
• As my W8BEN forms expire every 3 years and on the 3 different portfolios I have I am not sure when the next date of expiry will occur.
• My workaround currently is putting recurring reminders in my Outlook calendar, which is not great.
• Can we reach out in future to ask follow up questions about this idea? > Sure!
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