529 plan/Bright Directions/Etc...
There should be a location to put who is the beneficiary of these accounts. Having to make a new account type for each persons name is time consuming. There are workarounds, but something this simple should be addressed.
8
votes
Sam
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!