add tax qualified type to our list of manageable lists...
If you cannot make it a list we can manage, please at least add 'variable annuity' and 'REIT' to the drop down. Thanks!
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!
Having the ability to manage the Tax Qualified Type list would be very helpful as we would like to match up the categories to the specific grouping from the custodians (Schwab) to insure consistency across our data.