Allow the option to choose Family Category or Group Category
A Group Category would be helpful for Simple IRA Companies with many participants, trust accounts, corporations or investment groups with several participants. The membership feature is not easily accessible like the Family Name link and seem more logical for CPA's, attorneys or other professional links to a client.
6
votes
Lucy Curiel
shared this idea
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!