Add more details in the account drop down in notes. Please add tax qual type and product.
When attaching account to a Note, the account details don't include the Tax Qual Type, which shows us if it's a Roth, IRA, etc. so we can't tell which account it is. It would be helpful to have the tax qual type and the product as well. Quite often I put detailed info on the account in the Product field (i.e., Indiv, Indiv TOD, Indiv Annuity, etc.).
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Tara Ledwith commented
This would be super helpful -- in most instances clients have multiple brokerage accounts i.e. an , IRA, Roth, Inherited IRA , Individual etc..
Wondering if it will be able to distinguish between joint or individual - ?? well its a start
Show the Account Tax Qualified Type when linking an account to a note or an activity.
What is really needed is the tax qualified type – so one can easily pick Roth vs IRA etc…
Dave Smetana commented
When attaching a Note to a brand new account that doesn't have an account number assigned yet it would be helpful to be able to see the product name. In our situation we may have several accounts pending at once and we can put the account prefix in (all would be the same) so we don't know which is which. Being able to see (even if it didn't enter) would be very helpful.