Hello, Is there a way for the allocation to pick up the YTD balance in the account? These folks only do 1 allocation at year end so are looking for the allocation to pick up the balance in the account. For example, for period 13 there is no activity but periods 1-12 had activity and there is a $5k balance. We would like the allocation to pick up the $5K not the $0 activity for period 13. It seemed like the "By Allocation" selection would do this.
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