CRS - This is a NIGHTMARE!
We are doing our annual audit and I'm trying to run report on CRS and unable to pull this easily from anywhere.
First off, reports should run by last name, not first when you pull the PDF!
2nd - it only pulls on tax qualified accounts, under impression we need to give this form out more than that.
3rd. Why is Fidicuary report not an option at the client/account level. Seems as it should be for just this purpose.
4rd. Additionally is there a way to see history of when you given the CRS form out to clients and prospect, currently you can only prove the last time and that may or not fly with a regulator!
5th, why is this attached only at account level, it should be under written agreements and attached to the household level as well. I realize it is somewhat account specific, but come on. Work with us!!!!!