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1. Add fields to comply with the "know your client" FINRA requirements

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   10 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

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   Debbie Menke commented  ·  July 16, 2012  ·  Delete…

   Such fields include Investment experience specific to each of the following categories: Employer sponsored plans, Stocks, Bonds, Mutual Funds, Annuities, Options, Alternative Investments, Managed accounts and "Other". Also, Annual Expenses, and Special Expenses which include the amount anticipated and their projected timeframe

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   Debbie Menke supported this idea  ·  July 16, 2012