In the "Payment Info" section, would like to see options other than Monthly payments. Like, Quarterly or annual.
Some clients take quarterly or annual withdrawals. The option in the current Payment Info sections is "Withdrawals - Monthly". Can quarterly and annual options be added, or take the word Monthly out.
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!
I just spoke with the Help Line about this EXACT case. It is an option for investments, but not withdrawals.