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Can we send portfolio data back and forth between Choices CD and Choices Planner?

April 26, 2017CD choices choices planner Data Forth portfolio send

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Can we send portfolio data back and forth between Choices CD and Choices Planner?

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No, it is only a one-way migration from Choices CD to Choices Planner to set up a new Choices Planner account. You will not be able to send portfolio data back and forth between Choices CD and Choices Planner. If you want to provide the best user experience, and therefore want to save user information between sessions, you should standardize on one of either Choices CD or Choices Planner. Of course Choices Planner will provide the additional flexibility of being available from any Internet connected computer.