How does one print a report showing Account Memos (not Security Descriptions) for balances? A Portfolio Value report, customized to add a "Description" field, picks up the descriptions of the individual securities (like IBM) but not the Memos in Properties of the Accounts (Fidelity). The Memos do appear at the bottom of the Portfolio Editor and change as I scroll through the accounts.
I have a lot of Account-level info that is repetitive to enter into each security in the account. Are Account customized fields available? How can they be printed?