Mark Holstius
 Elite
    Posts: 744
Joined: 10/11/2012
Location: Sleepy Hollow, IL
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Hi John... I agree, it's an important question.
I haven't tried saving a Dynamic Omni Portfolio (just learned from you it's possible), and I don't know of any changes to the previous precautions about using Dynamic Portfolios made with one set of Account Settings with different Account Settings.
I've been busy with family matters, and will be for another couple of weeks...
Maybe someone else can chime in?
Mark
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