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  1. 142 votes
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    Andrew commented  · 

    RT- just ask advisor's from a few different broker dealers to submit a copy of a "New Client Account Form", and you will see all of the information that FINRA is looking for us to gather. You should see pretty much the same information required from each firm with some minor differences.

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  2. 134 votes
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    Andrew commented  · 

    this request and many others could be solved if there was a Microsoft OneNote tab inside of redtail.
    OneNote is the best kept secret on the planet.

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  3. 93 votes
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    Andrew supported this idea  · 
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    Andrew commented  · 

    An integration with Microsoft OneNote could probably solve 25% of the requested changes or enhancements in this forum. It allows each user to customize organized files and notes into an endless number of tabbed sections.

    OneNote is a robust and powerful note taking and note organizing tool that works like a huge, organized, notebook with an endless number of tab or sections. It’s a mixture of Microsoft word, excel, project and more.
    Information in onenote can be saved and organized in a fully customized fashion, and then search for the information when needed.

  4. 79 votes
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    Andrew supported this idea  · 

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