Watch lists are separate in Invest, Cash ISA, and Stocks ISA. It would be great if we could create watch lists that show up across each account to make tracking stocks easier. I have to remember which stocks and which lists are on each one as I have investments spanning across all 3.
Love this idea, its so annoying switching between accounts and not having my main watchlists available.
Good call
Passing this over to the team
Thanks for the suggestion.
Hi guys. Just wanted to ask if there are any updates on this. As it stands, the client has recreate everything manually across all their accounts. This incredbly slow, frustrating and time consuming. Its also difficult to have two or more accounts open simultaneously, so you can’t even copy the watchlist properly, by simply looking at it.
If any staff member tried to do this, they would see how incredibly frustrating this is, you cant even look at your watchlist from the other account to try and manually copy, line-by-line, each instrument.
Furthermore, the new watchlist you are creating does not save properly, often generates errors, because you have the other account open, it makes an error and the watchlist is not saved, so all that work is LOST.
TL/DR – Watchlists (and pies) should be interchangeable across ALL accounts! This should be a very simple process for the customer to do this, and keep themselves organised. As it stands it sucks, for the reasons I mentioned above. Its upsetting to waste time and get nowhere, and the list doesnt’t even save because I had the other account open. Its just not been completely thought through I guess, it should not be this difficult.
I completely understand your point, and indeed, it can be time-consuming, especially when managing watchlists with many instruments. I’ll let you know once having any news about implementing such an option.